Purchases and Sales Made in Q4 2024 in Ishares Tr (IEFA)
This table provides information about the institutional ownership of Ishares Tr (IEFA) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-5.55K- 28.95% |
$389K - $430K
|
13.6K
$1.03M
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-5.62K- 5.63% |
$394K - $435K
|
94.2K
$7.12M
|
|
|
Feb 12, 2025
Q4 2024
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-5.73K- 24.1% |
$401K - $444K
|
18K
$1.36M
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
SELL
|
- |
-5.9K- 15.75% |
$413K - $457K
|
31.6K
$2.38M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-6.01K- 3.56% |
$421K - $465K
|
163K
$12.3M
|
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-6.03K- 27.3% |
$422K - $467K
|
16K
$1.21M
|
|
|
Jan 22, 2025
Q4 2024
|
Fortress Wealth Management, Inc.
|
SELL
|
- |
-6.13K- 28.0% |
$430K - $475K
|
15.8K
$1.19M
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-6.13K- 33.4% |
$430K - $475K
|
12.2K
$924K
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-6.14K- 0.05% |
$430K - $475K
|
11.4M
$858M
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-6.3K- 2.91% |
$442K - $488K
|
210K
$15.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-6.32K- 32.58% |
$443K - $489K
|
13.1K
$988K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-6.35K- 1.0% |
$445K - $492K
|
629K
$47.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-6.52K- 14.88% |
$457K - $505K
|
37.3K
$2.82M
|
|
|
Feb 12, 2025
Q4 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-6.55K- 14.83% |
$459K - $507K
|
37.6K
$2.84M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-6.63K- 3.13% |
$464K - $513K
|
205K
$15.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Leuthold Group, LLC
|
SELL
|
- |
-6.73K- 8.29% |
$472K - $521K
|
74.5K
$5.63M
|
|
|
Jan 17, 2025
Q4 2024
|
Hudson Capital Management LLC
|
SELL
|
- |
-6.91K- 2.48% |
$484K - $535K
|
272K
$20.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-6.92K- 4.49% |
$485K - $536K
|
147K
$11.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-6.94K- 30.26% |
$486K - $537K
|
16K
$1.21M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
SELL
|
- |
-7K- 6.44% |
$490K - $542K
|
102K
$7.68M
|
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-7.02K- 2.73% |
$492K - $543K
|
250K
$18.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-7.17K- 6.14% |
$502K - $555K
|
110K
$8.28M
|
|
|
Jan 14, 2025
Q4 2024
|
Wiser Wealth Management, Inc
|
SELL
|
- |
-7.21K- 23.08% |
$505K - $558K
|
24K
$1.81M
|
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-7.83K- 11.57% |
$548K - $606K
|
59.8K
$4.52M
|
|
|
Feb 13, 2025
Q4 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-8.08K- 65.57% |
$566K - $626K
|
4.25K
$321K
|
|
|
Jan 24, 2025
Q4 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-8.19K- 37.85% |
$574K - $634K
|
13.5K
$1.02M
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-8.21K- 1.35% |
$575K - $636K
|
601K
$45.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
SELL
|
- |
-8.27K- 72.71% |
$580K - $641K
|
3.11K
$235K
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-8.32K- 78.02% |
$583K - $644K
|
2.34K
$177K
|
|
|
Feb 10, 2025
Q4 2024
|
Montis Financial, LLC
|
SELL
|
- |
-8.42K- 2.28% |
$590K - $652K
|
361K
$27.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-8.5K- 24.51% |
$595K - $658K
|
26.2K
$1.98M
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-8.5K- 3.46% |
$596K - $658K
|
237K
$17.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-8.79K- 7.71% |
$616K - $681K
|
105K
$7.95M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-9.11K- 34.27% |
$639K - $706K
|
17.5K
$1.32M
|
|
|
Feb 10, 2025
Q4 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-9.35K- 12.61% |
$655K - $724K
|
64.8K
$4.89M
|
|
|
Feb 11, 2025
Q4 2024
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-9.5K- 1.07% |
$665K - $736K
|
878K
$66.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Members Trust CO
|
SELL
|
- |
-9.86K- 0.32% |
$691K - $763K
|
3.11M
$235M
|
|
|
Jan 24, 2025
Q4 2024
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-9.9K- 54.57% |
$694K - $767K
|
8.24K
$623K
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-10K- 3.53% |
$701K - $775K
|
274K
$20.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-10K- 13.43% |
$703K - $777K
|
64.7K
$4.89M
|
|
|
Feb 13, 2025
Q4 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-10.5K- 9.08% |
$735K - $812K
|
105K
$7.93M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-10.9K- 19.87% |
$761K - $841K
|
43.8K
$3.31M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-11K- 4.81% |
$774K - $855K
|
219K
$16.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-11.1K- 13.44% |
$780K - $862K
|
71.7K
$5.41M
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-11.4K- 81.73% |
$799K - $883K
|
2.55K
$192K
|
|
|
Feb 11, 2025
Q4 2024
|
Truepoint, Inc.
|
SELL
|
- |
-11.6K- 0.66% |
$809K - $894K
|
1.73M
$131M
|
|
|
Feb 10, 2025
Q4 2024
|
Renasant Bank
|
SELL
|
- |
-11.6K- 33.77% |
$814K - $899K
|
22.8K
$1.72M
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-11.8K- 4.81% |
$829K - $916K
|
234K
$17.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-11.9K- 9.6% |
$831K - $918K
|
112K
$8.43M
|
|
|
Feb 13, 2025
Q4 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-12.1K- 2.33% |
$851K - $941K
|
509K
$38.4M
|