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 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-947- 2.54% |
$66.4K - $74.6K
|
36.3K
$2.74M
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-951- 24.09% |
$66.7K - $74.9K
|
3K
$226K
|
|
|
Nov 14, 2024
Q3 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-962- 2.59% |
$67.4K - $75.7K
|
36.2K
$2.73M
|
|
|
Nov 14, 2024
Q3 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-971- 23.82% |
$68.1K - $76.5K
|
3.11K
$235K
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-978- 2.98% |
$68.5K - $77K
|
31.8K
$2.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-991- 5.26% |
$69.5K - $78K
|
17.9K
$1.35M
|
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-996- 20.34% |
$69.8K - $78.4K
|
3.9K
$295K
|
|
|
Oct 08, 2024
Q3 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-1K- 7.19% |
$70.1K - $78.7K
|
12.9K
$974K
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
SELL
|
- |
-1K- 2.6% |
$70.2K - $78.8K
|
37.5K
$2.83M
|
|
|
Nov 15, 2024
Q3 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-1.01K- 11.51% |
$70.7K - $79.4K
|
7.76K
$586K
|
|
|
Oct 07, 2024
Q3 2024
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
SELL
|
- |
-1.01K- 1.18% |
$71K - $79.8K
|
85K
$6.42M
|
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
SELL
|
- |
-1.02K- 3.84% |
$71.1K - $79.9K
|
25.4K
$1.92M
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-1.02K- 4.82% |
$71.6K - $80.4K
|
20.1K
$1.52M
|
|
|
Oct 24, 2024
Q3 2024
|
Leuthold Group, LLC
|
SELL
|
- |
-1.02K- 1.24% |
$71.8K - $80.6K
|
81.2K
$6.13M
|
|
|
Nov 01, 2024
Q3 2024
|
Cahill Wealth Management, LLC
Portage, MI |
SELL
|
- |
-1.03K- 25.43% |
$72.1K - $80.9K
|
3.01K
$228K
|
|
|
Oct 29, 2024
Q3 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-1.03K- 29.46% |
$72.1K - $81K
|
2.46K
$186K
|
|
|
Nov 14, 2024
Q3 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.05K- 7.85% |
$73.6K - $82.7K
|
12.3K
$931K
|
|
|
Oct 16, 2024
Q3 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-1.08K- 9.72% |
$75.3K - $84.6K
|
9.98K
$754K
|
|
|
Oct 23, 2024
Q3 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-1.08K- 11.19% |
$75.3K - $84.6K
|
8.54K
$645K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.08K- 5.28% |
$75.8K - $85.1K
|
19.4K
$1.46M
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-1.09K- 10.4% |
$76K - $85.4K
|
9.35K
$706K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-1.09K- 0.88% |
$76.4K - $85.8K
|
123K
$9.31M
|
|
|
Nov 06, 2024
Q3 2024
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-1.1K- 10.15% |
$76.7K - $86.2K
|
9.7K
$732K
|
|
|
Oct 07, 2024
Q3 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-1.1K- 1.63% |
$77K - $86.5K
|
66.3K
$5.01M
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-1.1K- 16.68% |
$77.1K - $86.6K
|
5.49K
$415K
|
|
|
Oct 10, 2024
Q3 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-1.11K- 3.72% |
$77.5K - $87.1K
|
28.7K
$2.16M
|
|
|
Oct 24, 2024
Q3 2024
|
First Financial Bankshares Inc
Abilene, TX |
SELL
|
- |
-1.11K- 9.93% |
$77.5K - $87.1K
|
10K
$757K
|
|
|
Oct 16, 2024
Q3 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-1.11K- 22.24% |
$77.6K - $87.2K
|
3.87K
$292K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-1.11K- 1.93% |
$78.1K - $87.7K
|
56.5K
$4.26M
|
|
|
Oct 24, 2024
Q3 2024
|
West Bancorporation Inc
|
SELL
|
- |
-1.12K- 5.74% |
$78.5K - $88.2K
|
18.4K
$1.39M
|
|
|
Nov 13, 2024
Q3 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-1.15K- 5.76% |
$80.5K - $90.5K
|
18.8K
$1.42M
|
|
|
Oct 24, 2024
Q3 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-1.15K- 0.96% |
$80.6K - $90.6K
|
118K
$8.93M
|
|
|
Nov 04, 2024
Q3 2024
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-1.16K- 1.74% |
$81.4K - $91.4K
|
65.6K
$4.95M
|
|
|
Oct 30, 2024
Q3 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-1.17K- 14.34% |
$81.9K - $92K
|
6.98K
$527K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-1.18K- 1.53% |
$82.7K - $92.9K
|
75.9K
$5.73M
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.2K- 1.74% |
$84K - $94.4K
|
67.6K
$5.11M
|
|
|
Oct 08, 2024
Q3 2024
|
First Premier Bank
|
SELL
|
- |
-1.21K- 63.75% |
$84.8K - $95.3K
|
688
$52K
|
|
|
Nov 07, 2024
Q3 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-1.22K- 24.26% |
$85.2K - $95.7K
|
3.79K
$286K
|
|
|
Oct 23, 2024
Q3 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-1.23K- 0.5% |
$85.9K - $96.5K
|
244K
$18.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Prism Advisors, Inc.
|
SELL
|
- |
-1.23K- 2.13% |
$85.9K - $96.5K
|
56.2K
$4.25M
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-1.23K- 19.52% |
$86.4K - $97K
|
5.08K
$384K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.24K- 6.01% |
$87K - $97.7K
|
19.4K
$1.46M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-1.25K- 2.8% |
$87.8K - $98.7K
|
43.5K
$3.28M
|
|
|
Oct 24, 2024
Q3 2024
|
Lvz, Inc.
|
SELL
|
- |
-1.26K- 7.09% |
$88K - $98.8K
|
16.4K
$1.24M
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-1.26K- 0.62% |
$88.3K - $99.2K
|
202K
$15.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-1.27K- 0.33% |
$88.7K - $99.7K
|
388K
$29.3M
|
|
|
Oct 28, 2024
Q3 2024
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-1.29K- 6.21% |
$90.3K - $101K
|
19.5K
$1.47M
|
|
|
Nov 12, 2024
Q3 2024
|
Strong Box Wealth, LLC
|
SELL
|
- |
-1.31K- 5.63% |
$91.5K - $103K
|
21.9K
$1.65M
|
|
|
Nov 12, 2024
Q3 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-1.31K- 82.05% |
$92K - $103K
|
287
$21.7K
|
|
|
Oct 10, 2024
Q3 2024
|
Kings Path Partners LLC
Sugar Land, TX |
SELL
|
- |
-1.33K- 3.91% |
$93.1K - $105K
|
32.7K
$2.47M
|