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 14, 2024
Q3 2024
|
Diversified Enterprises, LLC
Wilmington, DE |
BUY
|
- |
17.8KNew |
$1.25M - $1.4M
|
17.8K
$1.34M
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
17.7K+ 0.95% |
$1.24M - $1.39M
|
1.87M
$141M
|
|
|
Oct 21, 2024
Q3 2024
|
Stash Investments, LLC
New York, NY |
BUY
|
- |
17.6K+ 4.8% |
$1.23M - $1.38M
|
384K
$29M
|
|
|
Oct 07, 2024
Q3 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
17.4K+ 19.99% |
$1.22M - $1.37M
|
105K
$7.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
17.2K+ 1.79% |
$1.2M - $1.35M
|
977K
$73.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
17.1KNew |
$1.2M - $1.35M
|
17.1K
$1.29M
|
|
|
Nov 13, 2024
Q3 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
17.1K+ 1.43% |
$1.2M - $1.34M
|
1.21M
$91.7M
|
|
|
Oct 08, 2024
Q3 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
16.8K+ 272.0% |
$1.18M - $1.32M
|
23K
$1.74M
|
|
|
Nov 13, 2024
Q3 2024
|
Ckw Financial Group
|
BUY
|
- |
16.8K+ 0.81% |
$1.18M - $1.32M
|
2.1M
$158M
|
|
|
Oct 03, 2024
Q3 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
16.4KNew |
$1.15M - $1.29M
|
16.4K
$1.24M
|
|
|
Oct 25, 2024
Q3 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
16.3K+ 112.49% |
$1.14M - $1.28M
|
30.8K
$2.32M
|
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
16.2K+ 6.75% |
$1.14M - $1.28M
|
257K
$19.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
16.2K+ 2.83% |
$1.14M - $1.28M
|
589K
$44.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
16.1K+ 0.16% |
$1.13M - $1.27M
|
9.83M
$743M
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
16K+ 23.69% |
$1.12M - $1.26M
|
83.7K
$6.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
15.9K+ 2.34% |
$1.12M - $1.25M
|
696K
$52.6M
|
|
|
Oct 03, 2024
Q3 2024
|
Wiser Wealth Management, Inc
|
BUY
|
- |
15.8K+ 103.04% |
$1.11M - $1.25M
|
31.2K
$2.36M
|
|
|
Nov 12, 2024
Q3 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
15.8K+ 3.01% |
$1.11M - $1.25M
|
542K
$40.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
15.8K+ 65.03% |
$1.11M - $1.25M
|
40.1K
$3.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
15.7K+ 72.24% |
$1.1M - $1.23M
|
37.4K
$2.82M
|
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
15.7K+ 374.06% |
$1.1M - $1.23M
|
19.8K
$1.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
15.6K+ 8.69% |
$1.09M - $1.23M
|
195K
$14.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
15.6K+ 2.97% |
$1.09M - $1.23M
|
539K
$40.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Aries Wealth Management
|
BUY
|
- |
15KNew |
$1.05M - $1.18M
|
15K
$1.13M
|
|
|
Oct 21, 2024
Q3 2024
|
Rmr Wealth Builders
|
BUY
|
- |
14.3K+ 3.02% |
$1M - $1.13M
|
488K
$36.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
14.3K+ 2.72% |
$1M - $1.13M
|
540K
$40.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
13.9K+ 40.79% |
$977K - $1.1M
|
48.1K
$3.63M
|
|
|
Nov 01, 2024
Q3 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
13.8K+ 2.51% |
$971K - $1.09M
|
566K
$42.7M
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
13.8K+ 111.3% |
$968K - $1.09M
|
26.2K
$1.98M
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
13.7K+ 5.28% |
$960K - $1.08M
|
273K
$20.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
13.6K+ 3.27% |
$955K - $1.07M
|
431K
$32.5M
|
|
|
Oct 07, 2024
Q3 2024
|
Marion Wealth Management
|
BUY
|
- |
13.5K+ 4.25% |
$950K - $1.07M
|
332K
$25.1M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
13.5K+ 3.45% |
$945K - $1.06M
|
404K
$30.5M
|
|
|
Oct 30, 2024
Q3 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
13.5K+ 11.19% |
$944K - $1.06M
|
134K
$10.1M
|
|
|
Oct 01, 2024
Q3 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
13.5K+ 3.33% |
$944K - $1.06M
|
418K
$31.5M
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
13.3K+ 28.95% |
$933K - $1.05M
|
59.3K
$4.48M
|
|
|
Oct 23, 2024
Q3 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
13.3K+ 15.22% |
$931K - $1.05M
|
101K
$7.59M
|
|
|
Oct 11, 2024
Q3 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
13.3K+ 25.57% |
$930K - $1.04M
|
65.1K
$4.92M
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
13.3KNew |
$929K - $1.04M
|
13.3K
$1M
|
|
|
Nov 01, 2024
Q3 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
13.2K+ 555.56% |
$927K - $1.04M
|
15.6K
$1.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
13.1KNew |
$916K - $1.03M
|
13.1K
$987K
|
|
|
Oct 15, 2024
Q3 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
12.9K+ 5.58% |
$903K - $1.01M
|
244K
$18.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
12.7K+ 3.84% |
$892K - $1M
|
344K
$26M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
12.6K+ 2.87% |
$886K - $995K
|
453K
$34.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
12.5K+ 1.22% |
$873K - $981K
|
1.04M
$78.3M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
12.1K+ 64.77% |
$851K - $957K
|
30.9K
$2.33M
|
|
|
Nov 12, 2024
Q3 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
11.9K+ 0.71% |
$837K - $941K
|
1.69M
$128M
|
|
|
Nov 08, 2024
Q3 2024
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
11.8KNew |
$828K - $931K
|
11.8K
$893K
|
|
|
Jan 13, 2025
Q3 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
11.7KNew |
$823K - $924K
|
11.7K
$887K
|
|
|
Oct 01, 2024
Q3 2024
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
11.7K+ 0.93% |
$819K - $920K
|
1.27M
$96.2M
|