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 04, 2024
Q3 2024
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-2.22K- 7.9% |
$155K - $175K
|
25.9K
$1.95M
|
|
|
Oct 24, 2024
Q3 2024
|
Dean, Jacobson Financial Services, LLC
|
SELL
|
- |
-2.3K- 0.72% |
$161K - $181K
|
319K
$24.1M
|
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-2.36K- 1.5% |
$165K - $186K
|
155K
$11.7M
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-2.44K- 0.48% |
$171K - $192K
|
509K
$38.4M
|
|
|
Oct 23, 2024
Q3 2024
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-2.45K- 10.85% |
$171K - $193K
|
20.1K
$1.52M
|
|
|
Oct 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-2.45K- 1.31% |
$171K - $193K
|
184K
$13.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Patron Partners, LLC
|
SELL
|
- |
-2.46K- 17.89% |
$173K - $194K
|
11.3K
$853K
|
|
|
Oct 31, 2024
Q3 2024
|
Panoramic Investment Advisors, LLC
Denver, CO |
SELL
|
- |
-2.48K- 8.88% |
$173K - $195K
|
25.4K
$1.92M
|
|
|
Oct 15, 2024
Q3 2024
|
Mtc Wealth Management LLC
|
SELL
|
- |
-2.48K- 0.98% |
$174K - $195K
|
250K
$18.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-2.5K- 1.08% |
$175K - $197K
|
230K
$17.3M
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-2.51K- 33.64% |
$176K - $197K
|
4.94K
$373K
|
|
|
Nov 12, 2024
Q3 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-2.56K- 41.88% |
$180K - $202K
|
3.56K
$268K
|
|
|
Nov 07, 2024
Q3 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-2.63K- 11.59% |
$184K - $207K
|
20.1K
$1.52M
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-2.65K- 2.62% |
$185K - $208K
|
98.4K
$7.43M
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-2.65K- 5.23% |
$186K - $208K
|
48K
$3.63M
|
|
|
Nov 14, 2024
Q3 2024
|
Firestone Capital Management
|
SELL
|
- |
-2.68K- 9.41% |
$187K - $211K
|
25.7K
$1.94M
|
|
|
Oct 28, 2024
Q3 2024
|
Capital Advisors Inc
|
SELL
|
- |
-2.7K- 0.71% |
$189K - $213K
|
376K
$28.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Nova R Wealth, Inc.
|
SELL
|
- |
-2.78K- 2.07% |
$195K - $219K
|
131K
$9.92M
|
|
|
Oct 28, 2024
Q3 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-2.79K- 1.42% |
$195K - $220K
|
194K
$14.6M
|
|
|
Oct 29, 2024
Q3 2024
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
SELL
|
- |
-2.87K- 0.36% |
$201K - $226K
|
796K
$60.1M
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-2.87K- 0.47% |
$201K - $226K
|
609K
$46M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.89K- 1.34% |
$202K - $227K
|
213K
$16.1M
|
|
|
Oct 25, 2024
Q3 2024
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-2.92K- 4.28% |
$204K - $230K
|
65.2K
$4.93M
|
|
|
Oct 07, 2024
Q3 2024
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-2.92K- 9.1% |
$204K - $230K
|
29.1K
$2.2M
|
|
|
Oct 07, 2024
Q3 2024
|
Williams & Novak, LLC
Westlake Village, CA |
SELL
|
- |
-2.93K- 9.35% |
$205K - $230K
|
28.4K
$2.14M
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-2.94K- 0.63% |
$206K - $232K
|
461K
$34.8M
|
|
|
Oct 21, 2024
Q3 2024
|
Shelton Wealth Management, LLC
|
SELL
|
- |
-2.95K- 11.59% |
$207K - $232K
|
22.5K
$1.7M
|
|
|
Oct 22, 2024
Q3 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-2.98K- 0.77% |
$209K - $235K
|
383K
$28.9M
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-3.05K- 2.97% |
$214K - $240K
|
99.9K
$7.54M
|
|
|
Nov 12, 2024
Q3 2024
|
Jsf Financial, LLC
|
SELL
|
- |
-3.07K- 1.16% |
$215K - $242K
|
262K
$19.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Sabal Trust CO
|
SELL
|
- |
-3.1K- 18.7% |
$217K - $244K
|
13.5K
$1.02M
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-3.11K- 9.45% |
$218K - $245K
|
29.8K
$2.25M
|
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-3.26K- 4.07% |
$228K - $256K
|
76.8K
$5.8M
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
SELL
|
- |
-3.33K- 1.18% |
$234K - $262K
|
279K
$21.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Rock Creek Group, LP
|
SELL
|
- |
-3.38K- 2.4% |
$237K - $266K
|
138K
$10.4M
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-3.42K- 6.5% |
$240K - $269K
|
49.1K
$3.71M
|
|
|
Nov 04, 2024
Q3 2024
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-3.42K- 3.67% |
$240K - $269K
|
89.8K
$6.78M
|
|
|
Oct 23, 2024
Q3 2024
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-3.49K- 0.95% |
$245K - $275K
|
364K
$27.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Monashee Investment Management LLC
Boston, MA |
SELL
|
- |
-3.5K- 0.4% |
$245K - $276K
|
871K
$65.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-3.51K- 6.68% |
$246K - $276K
|
49K
$3.7M
|
|
|
Oct 18, 2024
Q3 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-3.52K- 0.09% |
$247K - $277K
|
4.05M
$306M
|
|
|
Oct 25, 2024
Q3 2024
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-3.54K- 8.33% |
$248K - $278K
|
38.9K
$2.94M
|
|
|
Nov 06, 2024
Q3 2024
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-3.6K- 3.95% |
$252K - $283K
|
87.4K
$6.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-3.6K- 12.15% |
$253K - $284K
|
26.1K
$1.97M
|
|
|
Oct 07, 2024
Q3 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-3.61K- 3.52% |
$253K - $284K
|
99K
$7.48M
|
|
|
Oct 31, 2024
Q3 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-3.7K- 52.93% |
$260K - $292K
|
3.29K
$249K
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-3.71K- 9.68% |
$260K - $292K
|
34.7K
$2.62M
|
|
|
Nov 07, 2024
Q3 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-3.73K- 11.43% |
$261K - $294K
|
28.9K
$2.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-3.75K- 2.73% |
$263K - $295K
|
133K
$10.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-3.78K- 2.72% |
$265K - $297K
|
135K
$10.2M
|