Purchases and Sales Made in Q3 2024 in Ishares Tr (IEFA)
This table provides information about the institutional ownership of Ishares Tr (IEFA) during Q3 2024. The information is specifically focused on institutions that hold shares of ISHARES TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2024
Q3 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
232+ 4.69% |
$16.3K - $18.3K
|
5.18K
$391K
|
|
|
Oct 17, 2024
Q3 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
230+ 4.86% |
$16.1K - $18.1K
|
4.96K
$375K
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
220+ 3.74% |
$15.4K - $17.3K
|
6.11K
$461K
|
|
|
Feb 19, 2025
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
220+ 0.91% |
$15.4K - $17.3K
|
24.4K
$1.84M
|
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
215+ 0.38% |
$15.1K - $16.9K
|
56.5K
$4.27M
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
215New |
$15.1K - $16.9K
|
215
$16.2K
|
|
|
Oct 25, 2024
Q3 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
206+ 5.35% |
$14.4K - $16.2K
|
4.06K
$306K
|
|
|
Oct 04, 2024
Q3 2024
|
Waycross Investment Management CO
Bellingham, WA |
BUY
|
- |
203+ 0.7% |
$14.2K - $16K
|
29.2K
$2.21M
|
|
|
Nov 07, 2024
Q3 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
203+ 2.38% |
$14.2K - $16K
|
8.73K
$659K
|
|
|
Oct 15, 2024
Q3 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
198+ 1.07% |
$13.9K - $15.6K
|
18.7K
$1.41M
|
|
|
Oct 24, 2024
Q3 2024
|
Trust CO Of Virginia
|
BUY
|
- |
193+ 0.2% |
$13.5K - $15.2K
|
95.7K
$7.23M
|
|
|
Oct 18, 2024
Q3 2024
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
188+ 1.81% |
$13.2K - $14.8K
|
10.6K
$798K
|
|
|
Nov 22, 2024
Q3 2024
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
188+ 3.48% |
$13.2K - $14.8K
|
5.59K
$422K
|
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
185+ 0.87% |
$13K - $14.6K
|
21.5K
$1.62M
|
|
|
Oct 15, 2024
Q3 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
182+ 4.48% |
$12.8K - $14.3K
|
4.24K
$320K
|
|
|
Oct 08, 2024
Q3 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
180+ 1.77% |
$12.6K - $14.2K
|
10.4K
$782K
|
|
|
Oct 21, 2024
Q3 2024
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
178+ 2.97% |
$12.5K - $14K
|
6.17K
$466K
|
|
|
Oct 30, 2024
Q3 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
178+ 0.09% |
$12.5K - $14K
|
204K
$15.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
175New |
$12.3K - $13.8K
|
175
$13.2K
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
166+ 1.98% |
$11.6K - $13.1K
|
8.54K
$645K
|
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
164+ 5.59% |
$11.5K - $12.9K
|
3.1K
$234K
|
|
|
Nov 15, 2024
Q3 2024
|
Raelipskie Partnership
Waterloo, A6 |
BUY
|
- |
162New |
$11.4K - $12.8K
|
162
$12.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
156+ 2.33% |
$10.9K - $12.3K
|
6.86K
$518K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
154New |
$10.8K - $12.1K
|
154
$11.6K
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
BUY
|
- |
153+ 2.66% |
$10.7K - $12K
|
5.9K
$445K
|
|
|
Nov 13, 2024
Q3 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
150+ 3.99% |
$10.5K - $11.8K
|
3.91K
$295K
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
145+ 0.6% |
$10.2K - $11.4K
|
24.5K
$1.85M
|
|
|
Oct 16, 2024
Q3 2024
|
G&S Capital LLC
|
BUY
|
- |
135+ 1.27% |
$9.46K - $10.6K
|
10.8K
$812K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
134New |
$9.39K - $10.6K
|
134
$10.1K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
134New |
$9.39K - $10.6K
|
134
$10.1K
|
|
|
Oct 28, 2024
Q3 2024
|
Golden Road Advisors LLC
Tampa, FL |
BUY
|
- |
133+ 2.52% |
$9.32K - $10.5K
|
5.41K
$409K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
132+ 2.8% |
$9.25K - $10.4K
|
4.85K
$366K
|
|
|
Oct 09, 2024
Q3 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
130+ 26.42% |
$9.11K - $10.2K
|
622
$47K
|
|
|
Oct 21, 2024
Q3 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
130+ 4.65% |
$9.11K - $10.2K
|
2.93K
$221K
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
128+ 0.34% |
$8.97K - $10.1K
|
38K
$2.87M
|
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
127+ 2.28% |
$8.9K - $10K
|
5.69K
$430K
|
|
|
Oct 16, 2024
Q3 2024
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
125+ 2.18% |
$8.76K - $9.84K
|
5.87K
$443K
|
|
|
Oct 16, 2024
Q3 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
124+ 1.5% |
$8.69K - $9.76K
|
8.41K
$635K
|
|
|
Nov 04, 2024
Q3 2024
|
F Dx Advisors, Inc.
|
BUY
|
- |
118+ 0.13% |
$8.27K - $9.29K
|
93.6K
$7.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
117+ 3.99% |
$8.2K - $9.21K
|
3.05K
$230K
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
113+ 0.08% |
$7.92K - $8.9K
|
145K
$10.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Pack Private Wealth, LLC
Wayzata, MN |
BUY
|
- |
113+ 0.21% |
$7.92K - $8.9K
|
53.7K
$4.06M
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
110+ 0.99% |
$7.71K - $8.66K
|
11.3K
$851K
|
|
|
Nov 04, 2024
Q3 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
110+ 0.27% |
$7.71K - $8.66K
|
41.3K
$3.12M
|
|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
BUY
|
- |
109+ 0.97% |
$7.64K - $8.58K
|
11.4K
$858K
|
|
|
Nov 04, 2024
Q3 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
104+ 0.08% |
$7.29K - $8.19K
|
138K
$10.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
103+ 3.42% |
$7.22K - $8.11K
|
3.12K
$235K
|
|
|
Nov 05, 2024
Q3 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
102+ 4.14% |
$7.15K - $8.03K
|
2.57K
$194K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
100+ 1.07% |
$7.01K - $7.87K
|
9.4K
$710K
|
|
|
Nov 07, 2024
Q3 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
100+ 2.3% |
$7.01K - $7.87K
|
4.46K
$337K
|