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
|
Jacobi Capital Management LLC
|
BUY
|
- |
11.5K+ 169.02% |
$809K - $908K
|
18.4K
$1.39M
|
|
|
Oct 03, 2024
Q3 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
11.5K+ 19.84% |
$805K - $905K
|
69.4K
$5.24M
|
|
|
Nov 08, 2024
Q3 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
11.5K+ 100.37% |
$805K - $905K
|
22.9K
$1.73M
|
|
|
Oct 15, 2024
Q3 2024
|
Five Oceans Advisors
|
BUY
|
- |
11.4KNew |
$798K - $896K
|
11.4K
$859K
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
11.3K+ 3.79% |
$795K - $893K
|
311K
$23.5M
|
|
|
Oct 08, 2024
Q3 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
11.2K+ 53.6% |
$785K - $882K
|
32.1K
$2.42M
|
|
|
Oct 24, 2024
Q3 2024
|
Autumn Glory Partners, LLC
|
BUY
|
- |
11.2K+ 91.33% |
$783K - $880K
|
23.4K
$1.77M
|
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
11.1K+ 4.43% |
$779K - $875K
|
262K
$19.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
11K+ 1.45% |
$772K - $867K
|
769K
$58.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Next Capital Management LLC
|
BUY
|
- |
10.9K+ 12.33% |
$764K - $859K
|
99.4K
$7.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
10.5K+ 161.54% |
$736K - $827K
|
17K
$1.28M
|
|
|
Nov 07, 2024
Q3 2024
|
Bennett Associates Wealth Management
Butler, PA |
BUY
|
- |
10.5K+ 6.05% |
$735K - $826K
|
184K
$13.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
10.2K+ 1.96% |
$717K - $805K
|
532K
$40.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
10.2K+ 60.07% |
$716K - $804K
|
27.2K
$2.05M
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
10.2KNew |
$715K - $804K
|
10.2K
$771K
|
|
|
Oct 30, 2024
Q3 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
10.2K+ 3.24% |
$712K - $800K
|
324K
$24.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
10.1KNew |
$706K - $794K
|
10.1K
$761K
|
|
|
Oct 09, 2024
Q3 2024
|
Iowa State Bank
|
BUY
|
- |
9.92K+ 3.22% |
$695K - $781K
|
318K
$24M
|
|
|
Oct 15, 2024
Q3 2024
|
E Rn Financial, LLC
|
BUY
|
- |
9.91K+ 7.33% |
$694K - $780K
|
145K
$11M
|
|
|
Oct 02, 2024
Q3 2024
|
Dentgroup LLC
|
BUY
|
- |
9.77K+ 81.69% |
$685K - $769K
|
21.7K
$1.64M
|
|
|
Nov 08, 2024
Q3 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
9.71K+ 95.39% |
$681K - $764K
|
19.9K
$1.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
9.7K+ 2.43% |
$680K - $763K
|
409K
$30.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
9.63K+ 13.37% |
$675K - $759K
|
81.7K
$6.17M
|
|
|
Feb 18, 2025
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
9.62K+ 1.63% |
$674K - $757K
|
601K
$45.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
9.61K+ 32.98% |
$673K - $757K
|
38.7K
$2.93M
|
|
|
Nov 13, 2024
Q3 2024
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
9.51K+ 10.78% |
$667K - $749K
|
97.7K
$7.38M
|
|
|
Nov 07, 2024
Q3 2024
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
9.51K+ 3.03% |
$666K - $749K
|
323K
$24.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
9.5K+ 2.37% |
$666K - $748K
|
411K
$31M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
9.48K+ 30.04% |
$665K - $747K
|
41K
$3.1M
|
|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
9.37K+ 14.31% |
$657K - $738K
|
74.9K
$5.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
BUY
|
- |
9.35K+ 5.64% |
$655K - $736K
|
175K
$13.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Fusion Family Wealth LLC
|
BUY
|
- |
9.27K+ 1.95% |
$650K - $730K
|
485K
$36.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
9.15K+ 0.33% |
$641K - $720K
|
2.76M
$208M
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
BUY
|
- |
9.04K+ 0.56% |
$634K - $712K
|
1.63M
$123M
|
|
|
Nov 12, 2024
Q3 2024
|
Citigroup Inc
|
BUY
|
- |
8.98K+ 1.89% |
$630K - $707K
|
485K
$36.6M
|
|
|
Oct 29, 2024
Q3 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
8.98K+ 21.88% |
$629K - $707K
|
50K
$3.78M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
8.89K+ 14.37% |
$623K - $700K
|
70.7K
$5.34M
|
|
|
Oct 11, 2024
Q3 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
8.87K+ 75.54% |
$622K - $699K
|
20.6K
$1.56M
|
|
|
Nov 06, 2024
Q3 2024
|
Mechanics Financial Corp
|
BUY
|
- |
8.87K+ 9.78% |
$622K - $698K
|
99.6K
$7.52M
|
|
|
Oct 21, 2024
Q3 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
8.76K+ 5.98% |
$614K - $690K
|
155K
$11.7M
|
|
|
Nov 07, 2024
Q3 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
8.76K+ 2.37% |
$614K - $690K
|
378K
$28.6M
|
|
|
Oct 07, 2024
Q3 2024
|
Omega Financial Group, LLC
|
BUY
|
- |
8.76K+ 8.25% |
$614K - $689K
|
115K
$8.68M
|
|
|
Nov 13, 2024
Q3 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
8.69KNew |
$609K - $684K
|
8.69K
$656K
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
8.59KNew |
$602K - $677K
|
8.59K
$649K
|
|
|
Nov 12, 2024
Q3 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
8.55K+ 4.66% |
$599K - $673K
|
192K
$14.5M
|
|
|
Oct 09, 2024
Q3 2024
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
8.53K+ 8.13% |
$598K - $671K
|
113K
$8.56M
|
|
|
Nov 07, 2024
Q3 2024
|
Colony Family Offices, LLC
|
BUY
|
- |
8.49K+ 1.51% |
$595K - $668K
|
571K
$43.1M
|
|
|
Oct 17, 2024
Q3 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
8.39KNew |
$588K - $660K
|
8.39K
$633K
|
|
|
Oct 30, 2024
Q3 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
8.36KNew |
$586K - $658K
|
8.36K
$631K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
8.33K+ 9.23% |
$584K - $656K
|
98.6K
$7.44M
|