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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
8.3K+ 2.39% |
$582K - $654K
|
356K
$26.9M
|
|
|
Jan 29, 2025
Q3 2024
|
Louisbourg Investments Inc.
Dieppe, A3 |
BUY
|
- |
8.3K+ 13.37% |
$581K - $653K
|
70.3K
$5.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Univest Financial Corp
|
BUY
|
- |
8.27KNew |
$579K - $651K
|
8.27K
$624K
|
|
|
Nov 13, 2024
Q3 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
8.22KNew |
$576K - $647K
|
8.22K
$621K
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
BUY
|
- |
8.21K+ 4.56% |
$575K - $646K
|
188K
$14.2M
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
8.2K+ 61.44% |
$575K - $646K
|
21.5K
$1.63M
|
|
|
Nov 04, 2024
Q3 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
8.13K+ 1.98% |
$570K - $640K
|
420K
$31.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
8.08K+ 31.09% |
$566K - $636K
|
34.1K
$2.57M
|
|
|
Oct 03, 2024
Q3 2024
|
Single Point Partners, LLC
|
BUY
|
- |
8.02K+ 4.66% |
$562K - $632K
|
180K
$13.6M
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
7.94K+ 0.35% |
$557K - $625K
|
2.28M
$172M
|
|
|
Oct 23, 2024
Q3 2024
|
Busey Wealth Management
|
BUY
|
- |
7.91K+ 17.02% |
$555K - $623K
|
54.4K
$4.11M
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
7.76K+ 140.77% |
$544K - $611K
|
13.3K
$1M
|
|
|
Oct 15, 2024
Q3 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
7.72K+ 8.55% |
$541K - $607K
|
97.9K
$7.39M
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
7.67K+ 34.47% |
$537K - $604K
|
29.9K
$2.26M
|
|
|
Oct 15, 2024
Q3 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
7.61K+ 10.65% |
$533K - $599K
|
79K
$5.97M
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
7.61KNew |
$533K - $599K
|
7.61K
$574K
|
|
|
Nov 08, 2024
Q3 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
7.57K+ 2.91% |
$531K - $596K
|
268K
$20.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Bahl & Gaynor Inc
|
BUY
|
- |
7.5K+ 3.99% |
$525K - $590K
|
196K
$14.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Alaska Permanent Capital Management
|
BUY
|
- |
7.49K+ 0.51% |
$525K - $589K
|
1.47M
$111M
|
|
|
Nov 12, 2024
Q3 2024
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
7.44KNew |
$522K - $586K
|
7.44K
$562K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
7.39K+ 77.8% |
$518K - $582K
|
16.9K
$1.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
7.32K+ 4.08% |
$513K - $577K
|
187K
$14.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
7.27K+ 11.74% |
$510K - $573K
|
69.2K
$5.23M
|
|
|
Oct 24, 2024
Q3 2024
|
First Merchants Corp
|
BUY
|
- |
7.27K+ 8.09% |
$510K - $573K
|
97.2K
$7.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Brophy Wealth Management, LLC
Bedford, NH |
BUY
|
- |
7.21KNew |
$506K - $568K
|
7.21K
$545K
|
|
|
Nov 13, 2024
Q3 2024
|
Portland Global Advisors LLC
|
BUY
|
- |
7.2K+ 2.7% |
$504K - $567K
|
274K
$20.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
7.13K+ 5.7% |
$500K - $562K
|
132K
$9.99M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
7.09K+ 4.39% |
$497K - $558K
|
169K
$12.7M
|
|
|
Oct 09, 2024
Q3 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
7.07KNew |
$496K - $557K
|
7.07K
$534K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
7.01K+ 1.12% |
$491K - $552K
|
635K
$48M
|
|
|
Nov 12, 2024
Q3 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
6.99KNew |
$490K - $550K
|
6.99K
$528K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
6.96K+ 5.37% |
$487K - $548K
|
137K
$10.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
6.95K+ 9.65% |
$487K - $547K
|
79K
$5.97M
|
|
|
Oct 21, 2024
Q3 2024
|
Sterling Investment Advisors LLC
|
BUY
|
- |
6.92K+ 1.64% |
$485K - $545K
|
430K
$32.5M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
6.9K+ 3.43% |
$484K - $543K
|
208K
$15.7M
|
|
|
Oct 23, 2024
Q3 2024
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
6.89K+ 2.43% |
$483K - $542K
|
291K
$22M
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
BUY
|
- |
6.89K+ 3.7% |
$483K - $542K
|
193K
$14.6M
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
6.82KNew |
$478K - $537K
|
6.82K
$515K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
6.75K+ 0.47% |
$473K - $532K
|
1.46M
$110M
|
|
|
Oct 15, 2024
Q3 2024
|
Epiq Partners, LLC
|
BUY
|
- |
6.69KNew |
$469K - $527K
|
6.69K
$505K
|
|
|
Nov 01, 2024
Q3 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
6.66K+ 6.64% |
$467K - $524K
|
107K
$8.08M
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
6.66K+ 3.66% |
$467K - $524K
|
188K
$14.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
6.6K+ 33.58% |
$463K - $520K
|
26.3K
$1.98M
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
6.58K+ 3.42% |
$461K - $518K
|
199K
$15M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
6.56K+ 16.89% |
$460K - $517K
|
45.4K
$3.43M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
6.55K+ 16.25% |
$459K - $515K
|
46.8K
$3.54M
|
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
6.53KNew |
$458K - $514K
|
6.53K
$493K
|
|
|
Oct 21, 2024
Q3 2024
|
Ledyard National Bank
|
BUY
|
- |
6.47K+ 1.02% |
$453K - $509K
|
640K
$48.3M
|
|
|
Oct 08, 2024
Q3 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
6.43K+ 232.61% |
$451K - $507K
|
9.2K
$695K
|
|
|
Oct 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
6.41K+ 3.15% |
$449K - $505K
|
210K
$15.8M
|