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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2024
Q3 2024
|
Family Capital Trust CO
|
SELL
|
- |
-212- 0.12% |
$14.9K - $16.7K
|
182K
$13.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-214- 1.29% |
$15K - $16.9K
|
16.4K
$1.24M
|
|
|
Nov 08, 2024
Q3 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-220- 1.14% |
$15.4K - $17.3K
|
19.1K
$1.44M
|
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-220- 23.58% |
$15.4K - $17.3K
|
713
$53.8K
|
|
|
Oct 31, 2024
Q3 2024
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-221- 0.39% |
$15.5K - $17.4K
|
55.9K
$4.22M
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-224- 0.24% |
$15.7K - $17.6K
|
91.6K
$6.92M
|
|
|
Oct 15, 2024
Q3 2024
|
First United Bank & Trust
|
SELL
|
- |
-225- 0.45% |
$15.8K - $17.7K
|
49.3K
$3.72M
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-225- 18.32% |
$15.8K - $17.7K
|
1K
$75.7K
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-225- 1.12% |
$15.8K - $17.7K
|
19.8K
$1.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-227- 0.52% |
$15.9K - $17.9K
|
43.8K
$3.31M
|
|
|
Nov 13, 2024
Q3 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-231- 95.45% |
$16.2K - $18.2K
|
11
$831
|
|
|
Oct 11, 2024
Q3 2024
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-232- 6.42% |
$16.3K - $18.3K
|
3.38K
$255K
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-232- 12.62% |
$16.3K - $18.3K
|
1.61K
$121K
|
|
|
Oct 18, 2024
Q3 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-233- 0.55% |
$16.3K - $18.3K
|
41.9K
$3.17M
|
|
|
Nov 13, 2024
Q3 2024
|
Sandhill Capital Partners LLC
Buffalo, NY |
SELL
|
- |
-233- 2.63% |
$16.3K - $18.3K
|
8.63K
$652K
|
|
|
Nov 05, 2024
Q3 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
SELL
|
- |
-240- 6.44% |
$16.8K - $18.9K
|
3.49K
$263K
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-243- 0.93% |
$17K - $19.1K
|
26K
$1.96M
|
|
|
Nov 13, 2024
Q3 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-247- 0.55% |
$17.3K - $19.4K
|
44.3K
$3.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-247- 7.75% |
$17.3K - $19.4K
|
2.94K
$222K
|
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-248- 0.92% |
$17.4K - $19.5K
|
26.7K
$2.02M
|
|
|
Oct 09, 2024
Q3 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-250- 1.65% |
$17.5K - $19.7K
|
14.9K
$1.12M
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-250- 31.06% |
$17.5K - $19.7K
|
555
$41.9K
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
SELL
|
- |
-258- 0.87% |
$18.1K - $20.3K
|
29.3K
$2.21M
|
|
|
Oct 24, 2024
Q3 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-258- 4.37% |
$18.1K - $20.3K
|
5.65K
$427K
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-259- 2.54% |
$18.2K - $20.4K
|
9.94K
$751K
|
|
|
Nov 15, 2024
Q3 2024
|
Urban Financial Advisory Corp
Chicago, IL |
SELL
|
- |
-261- 0.35% |
$18.3K - $20.6K
|
73.4K
$5.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-268- 52.55% |
$18.8K - $21.1K
|
242
$18.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-273- 1.27% |
$19.1K - $21.5K
|
21.2K
$1.6M
|
|
|
Oct 24, 2024
Q3 2024
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-283- 3.46% |
$19.8K - $22.3K
|
7.9K
$597K
|
|
|
Oct 31, 2024
Q3 2024
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-285- 0.62% |
$20K - $22.4K
|
45.4K
$3.43M
|
|
|
Nov 04, 2024
Q3 2024
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-288- 5.21% |
$20.2K - $22.7K
|
5.24K
$396K
|
|
|
Nov 13, 2024
Q3 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
SELL
|
- |
-290- 8.54% |
$20.3K - $22.8K
|
3.11K
$234K
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-292- 9.79% |
$20.5K - $23K
|
2.69K
$203K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-295- 0.57% |
$20.7K - $23.2K
|
51K
$3.85M
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-300- 4.04% |
$21K - $23.6K
|
7.12K
$537K
|
|
|
Nov 08, 2024
Q3 2024
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-305- 5.11% |
$21.4K - $24K
|
5.66K
$428K
|
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
SELL
|
- |
-307- 0.28% |
$21.5K - $24.2K
|
108K
$8.16M
|
|
|
Nov 04, 2024
Q3 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-309- 2.55% |
$21.7K - $24.3K
|
11.8K
$892K
|
|
|
Oct 18, 2024
Q3 2024
|
Holland Advisory Services, Inc.
|
SELL
|
- |
-311- 2.73% |
$21.8K - $24.5K
|
11.1K
$838K
|
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-329- 0.76% |
$23.1K - $25.9K
|
43K
$3.25M
|
|
|
Nov 15, 2024
Q3 2024
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-330- 1.77% |
$23.1K - $26K
|
18.3K
$1.38M
|
|
|
Oct 04, 2024
Q3 2024
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-332- 2.23% |
$23.3K - $26.1K
|
14.6K
$1.1M
|
|
|
Oct 08, 2024
Q3 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-336- 6.66% |
$23.6K - $26.5K
|
4.71K
$355K
|
|
|
Nov 07, 2024
Q3 2024
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-336- 1.42% |
$23.6K - $26.5K
|
23.3K
$1.76M
|
|
|
Oct 08, 2024
Q3 2024
|
Somerset Trust CO
|
SELL
|
- |
-342- 11.04% |
$24K - $26.9K
|
2.76K
$208K
|
|
|
Oct 31, 2024
Q3 2024
|
Access Financial Services, Inc.
|
SELL
|
- |
-350- 3.4% |
$24.5K - $27.6K
|
9.93K
$750K
|
|
|
Nov 14, 2024
Q3 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-350- 2.18% |
$24.5K - $27.6K
|
15.7K
$1.18M
|
|
|
Oct 24, 2024
Q3 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-353- 6.85% |
$24.7K - $27.8K
|
4.8K
$363K
|
|
|
Oct 16, 2024
Q3 2024
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-354- 2.0% |
$24.8K - $27.9K
|
17.4K
$1.31M
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-354- 0.92% |
$24.8K - $27.9K
|
38.1K
$2.88M
|