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 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-29.9K- 16.59% |
$2.1M - $2.32M
|
150K
$11.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-30.9K- 3.96% |
$2.16M - $2.39M
|
750K
$56.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-31.6K- 33.16% |
$2.21M - $2.44M
|
63.6K
$4.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-33.6K- 31.24% |
$2.35M - $2.6M
|
73.8K
$5.58M
|
|
|
Feb 05, 2025
Q4 2024
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-34.6K- 5.2% |
$2.42M - $2.68M
|
631K
$47.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-35K- 2.88% |
$2.45M - $2.71M
|
1.18M
$89.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-35.7K- 48.8% |
$2.5M - $2.76M
|
37.4K
$2.83M
|
|
|
Feb 05, 2025
Q4 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-35.9K- 0.97% |
$2.51M - $2.78M
|
3.66M
$277M
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-37.6K- 70.03% |
$2.63M - $2.91M
|
16.1K
$1.21M
|
|
|
Feb 11, 2025
Q4 2024
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-37.8K- 9.66% |
$2.65M - $2.93M
|
354K
$26.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-38.4K- 9.55% |
$2.69M - $2.98M
|
364K
$27.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-38.6K- 68.36% |
$2.7M - $2.99M
|
17.9K
$1.35M
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-39.5K- 1.95% |
$2.77M - $3.06M
|
1.98M
$150M
|
|
|
Feb 14, 2025
Q4 2024
|
Ellevest, Inc.
|
SELL
|
- |
-40.5K- 27.0% |
$2.84M - $3.14M
|
110K
$8.28M
|
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-41.5K- 8.08% |
$2.9M - $3.21M
|
472K
$35.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-42K- 47.53% |
$2.94M - $3.25M
|
46.4K
$3.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-45.9K- 2.02% |
$3.22M - $3.56M
|
2.23M
$169M
|
|
|
Jan 31, 2025
Q4 2024
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-46.8K- 95.64% |
$3.28M - $3.63M
|
2.13K
$161K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-49K- 13.31% |
$3.43M - $3.79M
|
319K
$24.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-49.9K- 19.35% |
$3.5M - $3.87M
|
208K
$15.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-51.5K- 81.93% |
$3.61M - $3.99M
|
11.4K
$858K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-53.3K- 34.22% |
$3.74M - $4.13M
|
102K
$7.74M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-55.9K- 26.0% |
$3.92M - $4.33M
|
159K
$12M
|
|
|
Feb 07, 2025
Q4 2024
|
Farrow Financial Inc.
Randolph, VT |
SELL
|
- |
-57.2K- 90.97% |
$4.01M - $4.43M
|
5.68K
$429K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-62K- 4.25% |
$4.34M - $4.8M
|
1.39M
$105M
|
|
|
Jan 23, 2025
Q4 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-68.7K- 38.21% |
$4.81M - $5.32M
|
111K
$8.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-70K- 2.46% |
$4.9M - $5.42M
|
2.77M
$209M
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-74.3K- 6.17% |
$5.2M - $5.75M
|
1.13M
$85.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-77.7K- 68.51% |
$5.44M - $6.01M
|
35.7K
$2.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-80.9K- 20.86% |
$5.67M - $6.27M
|
307K
$23.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-82K- 4.75% |
$5.74M - $6.35M
|
1.65M
$124M
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-88.6K- 2.19% |
$6.21M - $6.86M
|
3.97M
$300M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-92.9K- 3.64% |
$6.51M - $7.19M
|
2.46M
$186M
|
|
|
Feb 12, 2025
Q4 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-94.7K- 8.34% |
$6.63M - $7.33M
|
1.04M
$78.6M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-96.6K- 38.76% |
$6.77M - $7.48M
|
153K
$11.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-98K- 23.13% |
$6.87M - $7.59M
|
326K
$24.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-100K- 24.78% |
$7.02M - $7.76M
|
304K
$23M
|
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-100K- 62.62% |
$7.02M - $7.76M
|
59.8K
$4.52M
|
|
|
Feb 10, 2025
Q4 2024
|
Passaic Partners LLC
|
SELL
|
- |
-101K- 4.7% |
$7.06M - $7.8M
|
2.04M
$154M
|
|
|
Feb 13, 2025
Q4 2024
|
Trajan Wealth LLC
Scottsdale, AZ |
SELL
|
- |
-105K- 34.29% |
$7.34M - $8.11M
|
201K
$15.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
SELL
|
- |
-108K- 97.35% |
$7.6M - $8.4M
|
2.95K
$223K
|
|
|
Jan 21, 2025
Q4 2024
|
Swp Financial LLC
San Diego, CA |
SELL
|
- |
-109K- 76.85% |
$7.65M - $8.46M
|
32.9K
$2.48M
|
|
|
Jan 31, 2025
Q4 2024
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
SELL
|
- |
-118K- 15.03% |
$8.27M - $9.14M
|
667K
$50.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-122K- 8.72% |
$8.52M - $9.42M
|
1.27M
$96.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-130K- 10.07% |
$9.11M - $10.1M
|
1.16M
$87.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-131K- 23.8% |
$9.2M - $10.2M
|
420K
$31.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Bg Investment Services, Inc.
|
SELL
|
- |
-137K- 44.74% |
$9.57M - $10.6M
|
169K
$12.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-146K- 4.5% |
$10.2M - $11.3M
|
3.1M
$234M
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-162K- 37.98% |
$11.3M - $12.5M
|
264K
$20M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Point Investment Advisors, LLC
Providence, RI |
SELL
|
- |
-169K- 42.25% |
$11.8M - $13.1M
|
231K
$17.4M
|