Purchases and Sales Made in Q4 2024 in Ishares Tr Msci Eafe ETF (EFA)
This table provides information about the institutional ownership of Ishares Tr Msci Eafe ETF (EFA) during Q4 2024. The information is specifically focused on institutions that hold shares of ISHARES TR MSCI EAFE ETF.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
3.42MNew |
$257M - $284M
|
3.42M
$275M
|
|
Jan 28, 2025
Q4 2024
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
1.13M+ 5144.87% |
$84.8M - $93.7M
|
1.15M
$92.5M
|
|
Jan 27, 2025
Q4 2024
|
Greenfield Ftc, Inc.
|
BUY
|
- |
603K+ 207.74% |
$45.3M - $50.1M
|
894K
$71.8M
|
|
Jan 29, 2025
Q4 2024
|
Cambiar Investors LLC
|
BUY
|
- |
529K+ 339.94% |
$39.8M - $43.9M
|
685K
$55.1M
|
|
Jan 29, 2025
Q4 2024
|
Constellation Investments, Inc.
Montgomery, OH |
BUY
|
- |
273KNew |
$20.5M - $22.7M
|
273K
$22M
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
209K+ 7.28% |
$15.7M - $17.4M
|
3.08M
$248M
|
|
Jan 31, 2025
Q4 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
201KNew |
$15.1M - $16.7M
|
201K
$16.2M
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
179K+ 4798.87% |
$13.4M - $14.9M
|
183K
$14.7M
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
144K+ 49.14% |
$10.8M - $12M
|
438K
$35.2M
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
141KNew |
$10.6M - $11.7M
|
141K
$11.4M
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
135K+ 4.15% |
$10.1M - $11.2M
|
3.37M
$271M
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
125KNew |
$9.38M - $10.4M
|
125K
$10M
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
93KNew |
$6.98M - $7.71M
|
93K
$7.47M
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
90K+ 42.86% |
$6.76M - $7.47M
|
300K
$24.1M
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
85K+ 29.04% |
$6.38M - $7.06M
|
378K
$30.4M
|
|
Feb 04, 2025
Q4 2024
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
75.9KNew |
$5.7M - $6.3M
|
75.9K
$6.1M
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
72.1K+ 3.6% |
$5.42M - $5.99M
|
2.07M
$167M
|
|
Feb 04, 2025
Q4 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
68.6K+ 491.76% |
$5.15M - $5.69M
|
82.6K
$6.64M
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
67.5KNew |
$5.07M - $5.6M
|
67.5K
$5.42M
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
66.2KNew |
$4.97M - $5.49M
|
66.2K
$5.32M
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
60.4K+ 3.94% |
$4.53M - $5.01M
|
1.59M
$128M
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
56.6K+ 12.71% |
$4.25M - $4.7M
|
502K
$40.4M
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
54.5KNew |
$4.09M - $4.52M
|
54.5K
$4.38M
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
53.5K+ 10.34% |
$4.02M - $4.44M
|
571K
$45.9M
|
|
Jan 31, 2025
Q4 2024
|
Highview Capital Management LLC
|
BUY
|
- |
53.4KNew |
$4.01M - $4.43M
|
53.4K
$4.29M
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
51.3KNew |
$3.85M - $4.25M
|
51.3K
$4.12M
|
|
Jan 28, 2025
Q4 2024
|
Conning Inc.
|
BUY
|
- |
49.7K+ 19.56% |
$3.73M - $4.12M
|
304K
$24.4M
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
49.4KNew |
$3.71M - $4.1M
|
49.4K
$3.97M
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
47.5KNew |
$3.57M - $3.94M
|
47.5K
$3.82M
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
44.9K+ 86.39% |
$3.37M - $3.73M
|
96.9K
$7.79M
|
|
Feb 05, 2025
Q4 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
42.8K+ 7.42% |
$3.22M - $3.56M
|
620K
$49.8M
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
42.6KNew |
$3.2M - $3.54M
|
42.6K
$3.42M
|
|
Feb 06, 2025
Q4 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
40.8K+ 4.79% |
$3.06M - $3.38M
|
892K
$71.7M
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
38.4K+ 16.68% |
$2.88M - $3.19M
|
269K
$21.6M
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
38.3KNew |
$2.87M - $3.18M
|
38.3K
$3.07M
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
36.9K+ 28.92% |
$2.77M - $3.06M
|
165K
$13.2M
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
33K+ 27.91% |
$2.48M - $2.74M
|
151K
$12.2M
|
|
Jan 17, 2025
Q4 2024
|
Riverbridge Partners LLC
|
BUY
|
- |
31.7KNew |
$2.38M - $2.63M
|
31.7K
$2.55M
|
|
Jan 27, 2025
Q4 2024
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
31.3KNew |
$2.35M - $2.6M
|
31.3K
$2.52M
|
|
Feb 05, 2025
Q4 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
30.3K+ 7.29% |
$2.28M - $2.52M
|
447K
$35.9M
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
30.3K+ 60.45% |
$2.28M - $2.51M
|
80.4K
$6.46M
|
|
Jan 13, 2025
Q4 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
30.2KNew |
$2.27M - $2.51M
|
30.2K
$2.43M
|
|
Jan 23, 2025
Q4 2024
|
Cmg Global Holdings, LLC
|
BUY
|
- |
28.6K+ 1197.24% |
$2.15M - $2.38M
|
31K
$2.49M
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
27.8K+ 10.77% |
$2.09M - $2.3M
|
285K
$22.9M
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
27.1K+ 15.97% |
$2.04M - $2.25M
|
197K
$15.8M
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
26.5K+ 1.58% |
$1.99M - $2.2M
|
1.7M
$137M
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
26.2K+ 8.09% |
$1.97M - $2.18M
|
350K
$28.1M
|
|
Jan 27, 2025
Q4 2024
|
Imc Chicago, LLC
|
BUY
|
- |
25.3K+ 202.33% |
$1.9M - $2.1M
|
37.9K
$3.04M
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
25K+ 4.49% |
$1.88M - $2.07M
|
581K
$46.7M
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
24.8K+ 22.1% |
$1.86M - $2.06M
|
137K
$11M
|