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 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-53.5K- 0.3% |
$3.75M - $4.21M
|
17.5M
$1.33B
|
|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-53.5K- 0.3% |
$3.75M - $4.21M
|
17.5M
$1.33B
|
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-57.2K- 33.83% |
$4.01M - $4.5M
|
112K
$8.44M
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
SELL
|
- |
-57.8K- 18.81% |
$4.05M - $4.55M
|
249K
$18.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-58.1K- 6.73% |
$4.07M - $4.58M
|
806K
$60.8M
|
|
|
Oct 16, 2024
Q3 2024
|
Sunpointe, LLC
St. Louis, MO |
SELL
|
- |
-60.3K- 95.11% |
$4.23M - $4.75M
|
3.1K
$234K
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-63.8K- 13.01% |
$4.47M - $5.02M
|
426K
$32.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-64K- 91.08% |
$4.48M - $5.04M
|
6.26K
$473K
|
|
|
Nov 07, 2024
Q3 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
SELL
|
- |
-64.4K- 4.98% |
$4.51M - $5.07M
|
1.23M
$92.7M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-68.1K- 13.86% |
$4.78M - $5.37M
|
424K
$32M
|
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
SELL
|
- |
-71.1K- 8.98% |
$4.98M - $5.59M
|
720K
$54.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Econ Financial Services Corp
|
SELL
|
- |
-72.6K- 64.77% |
$5.09M - $5.71M
|
39.5K
$2.98M
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
SELL
|
- |
-72.9K- 46.74% |
$5.11M - $5.74M
|
83.1K
$6.28M
|
|
|
Oct 09, 2024
Q3 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-77.6K- 73.77% |
$5.44M - $6.11M
|
27.6K
$2.08M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-84.7K- 2.8% |
$5.94M - $6.67M
|
2.94M
$222M
|
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-85.9K- 97.27% |
$6.02M - $6.76M
|
2.41K
$182K
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-87.8K- 37.47% |
$6.15M - $6.91M
|
147K
$11.1M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-93.2K- 3.18% |
$6.54M - $7.34M
|
2.84M
$214M
|
|
|
Nov 08, 2024
Q3 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-96.5K- 2.5% |
$6.77M - $7.6M
|
3.76M
$284M
|
|
|
Nov 07, 2024
Q3 2024
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-97.2K- 11.49% |
$6.81M - $7.65M
|
748K
$56.5M
|
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
SELL
|
- |
-98.7K- 4.65% |
$6.92M - $7.77M
|
2.02M
$153M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-98.8K- 3.73% |
$6.93M - $7.78M
|
2.55M
$193M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-99.1K- 0.25% |
$6.94M - $7.8M
|
38.8M
$2.93B
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-99.3K- 59.48% |
$6.96M - $7.82M
|
67.6K
$5.11M
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-99.9K- 13.36% |
$7M - $7.86M
|
647K
$48.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-107KClosed |
$7.52M - $8.45M
|
0
$0
|
|
|
Nov 06, 2024
Q3 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-111K- 63.54% |
$7.75M - $8.71M
|
63.5K
$4.79M
|
|
|
Nov 13, 2024
Q3 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-111K- 2.96% |
$7.81M - $8.77M
|
3.65M
$276M
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-119K- 68.45% |
$8.32M - $9.34M
|
54.7K
$4.13M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-126K- 2.51% |
$8.82M - $9.91M
|
4.9M
$370M
|
|
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-127K- 3.04% |
$8.92M - $10M
|
4.06M
$306M
|
|
|
Nov 01, 2024
Q3 2024
|
Passaic Partners LLC
|
SELL
|
- |
-131K- 5.76% |
$9.19M - $10.3M
|
2.14M
$162M
|
|
|
Oct 22, 2024
Q3 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-134K- 7.05% |
$9.41M - $10.6M
|
1.77M
$134M
|
|
|
Nov 12, 2024
Q3 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-143K- 2.91% |
$10M - $11.2M
|
4.77M
$360M
|
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-154K- 48.96% |
$10.8M - $12.1M
|
160K
$12.1M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-159K- 8.27% |
$11.2M - $12.5M
|
1.77M
$133M
|
|
|
Nov 14, 2024
Q3 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-190K- 13.76% |
$13.3M - $15M
|
1.19M
$90.1M
|
|
|
Nov 08, 2024
Q3 2024
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-204K- 7.79% |
$14.3M - $16.1M
|
2.41M
$182M
|
|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-289K- 70.88% |
$20.3M - $22.8M
|
119K
$8.98M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-304K- 2.61% |
$21.3M - $24M
|
11.4M
$859M
|
|
|
Oct 15, 2024
Q3 2024
|
Members Trust CO
|
SELL
|
- |
-310K- 9.04% |
$21.7M - $24.4M
|
3.12M
$235M
|
|
|
Oct 18, 2024
Q3 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-311K- 62.01% |
$21.8M - $24.5M
|
191K
$14.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Cornerstone Partners Capital Management, LLC
Charlottesville, VA |
SELL
|
- |
-352K- 93.02% |
$24.7M - $27.7M
|
26.4K
$2M
|
|
|
Nov 12, 2024
Q3 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-361K- 98.66% |
$25.3M - $28.4M
|
4.89K
$369K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
SELL
|
- |
-380K- 15.36% |
$26.6M - $29.9M
|
2.09M
$158M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-445K- 7.97% |
$31.2M - $35M
|
5.14M
$388M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-484K- 92.92% |
$33.9M - $38.1M
|
36.9K
$2.78M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-517K- 4.76% |
$36.2M - $40.7M
|
10.3M
$781M
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-751K- 75.01% |
$52.7M - $59.2M
|
250K
$18.9M
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
SELL
|
- |
-1.16M- 7.63% |
$81.3M - $91.3M
|
14M
$1.06B
|