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 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-14.8K- 4.95% |
$1.04M - $1.16M
|
284K
$21.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-15.6K- 78.83% |
$1.09M - $1.23M
|
4.19K
$316K
|
|
|
Nov 12, 2024
Q3 2024
|
Pine Ridge Advisers LLC
New York, NY |
SELL
|
- |
-16.2K- 7.51% |
$1.13M - $1.27M
|
199K
$15M
|
|
|
Oct 04, 2024
Q3 2024
|
Northwest Quadrant Wealth Management, LLC
|
SELL
|
- |
-16.6K- 2.94% |
$1.17M - $1.31M
|
549K
$41.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-17.1K- 8.75% |
$1.2M - $1.34M
|
178K
$13.4M
|
|
|
Oct 25, 2024
Q3 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-17.2K- 5.92% |
$1.21M - $1.36M
|
274K
$20.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-17.5K- 1.24% |
$1.22M - $1.38M
|
1.39M
$105M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
SELL
|
- |
-18.3K- 12.51% |
$1.28M - $1.44M
|
128K
$9.65M
|
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-18.6K- 33.29% |
$1.3M - $1.46M
|
37.3K
$2.81M
|
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-19.3K- 51.2% |
$1.35M - $1.52M
|
18.4K
$1.39M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-19.6K- 3.76% |
$1.38M - $1.55M
|
503K
$38M
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-20.6K- 3.61% |
$1.44M - $1.62M
|
551K
$41.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-20.9K- 7.01% |
$1.47M - $1.65M
|
278K
$21M
|
|
|
Nov 13, 2024
Q3 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-21.2K- 99.22% |
$1.49M - $1.67M
|
168
$12.7K
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-23.2K- 70.07% |
$1.62M - $1.82M
|
9.9K
$747K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-23.5K- 6.0% |
$1.65M - $1.85M
|
368K
$27.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-23.9K- 3.93% |
$1.67M - $1.88M
|
583K
$44M
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-24K- 27.65% |
$1.68M - $1.89M
|
62.9K
$4.75M
|
|
|
Oct 22, 2024
Q3 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-24.4K- 85.72% |
$1.71M - $1.92M
|
4.07K
$307K
|
|
|
Nov 01, 2024
Q3 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-24.5K- 4.55% |
$1.72M - $1.93M
|
513K
$38.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-27.3K- 3.03% |
$1.91M - $2.15M
|
874K
$66M
|
|
|
Nov 13, 2024
Q3 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-29.5K- 53.01% |
$2.07M - $2.33M
|
26.2K
$1.98M
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-31.4K- 0.58% |
$2.2M - $2.47M
|
5.35M
$404M
|
|
|
Nov 14, 2024
Q3 2024
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-32.6K- 16.27% |
$2.28M - $2.56M
|
168K
$12.7M
|
|
|
Oct 02, 2024
Q3 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-32.7K- 20.28% |
$2.29M - $2.57M
|
128K
$9.7M
|
|
|
Oct 23, 2024
Q3 2024
|
Ma Private Wealth
|
SELL
|
- |
-33.7K- 67.08% |
$2.36M - $2.66M
|
16.6K
$1.25M
|
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
SELL
|
- |
-33.8K- 4.29% |
$2.37M - $2.66M
|
753K
$56.9M
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-34.8K- 0.9% |
$2.44M - $2.74M
|
3.83M
$289M
|
|
|
Nov 14, 2024
Q3 2024
|
Community Bank, N.A.
|
SELL
|
- |
-36.2K- 8.67% |
$2.54M - $2.85M
|
381K
$28.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-37.6K- 3.2% |
$2.63M - $2.96M
|
1.14M
$85.7M
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-37.8K- 65.5% |
$2.65M - $2.97M
|
19.9K
$1.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-38.1K- 20.01% |
$2.67M - $3M
|
152K
$11.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-38.6K- 21.18% |
$2.7M - $3.04M
|
144K
$10.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-38.7K- 7.67% |
$2.71M - $3.05M
|
466K
$35.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-39.1K- 17.81% |
$2.74M - $3.08M
|
180K
$13.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-39.4K- 5.97% |
$2.76M - $3.1M
|
620K
$46.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-41.6K- 78.59% |
$2.92M - $3.28M
|
11.3K
$856K
|
|
|
Oct 31, 2024
Q3 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-41.9K- 5.07% |
$2.94M - $3.3M
|
785K
$59.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-44.5K- 4.26% |
$3.12M - $3.5M
|
999K
$75.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-44.5K- 62.58% |
$3.12M - $3.5M
|
26.6K
$2.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-44.6K- 57.07% |
$3.13M - $3.51M
|
33.6K
$2.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-44.7K- 5.32% |
$3.13M - $3.52M
|
796K
$60.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-44.9K- 2.34% |
$3.15M - $3.54M
|
1.87M
$141M
|
|
|
Nov 06, 2024
Q3 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-45.5K- 30.38% |
$3.19M - $3.59M
|
104K
$7.88M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-46.5K- 13.76% |
$3.26M - $3.66M
|
292K
$22M
|
|
|
Nov 14, 2024
Q3 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-47.1K- 3.8% |
$3.3M - $3.71M
|
1.19M
$89.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-47.1K- 65.11% |
$3.3M - $3.71M
|
25.3K
$1.91M
|
|
|
Oct 18, 2024
Q3 2024
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-50K- 69.53% |
$3.5M - $3.93M
|
21.9K
$1.65M
|
|
|
Oct 16, 2024
Q3 2024
|
Riversedge Advisors, LLC
|
SELL
|
- |
-50.3K- 13.55% |
$3.52M - $3.96M
|
321K
$24.2M
|
|
|
Jan 14, 2025
Q3 2024
|
Roth Financial Partners LLC
|
SELL
|
- |
-51.4K- 6.98% |
$3.6M - $4.04M
|
685K
$51.7M
|