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 14, 2025
Q4 2024
|
Wms Partners, LLC
|
BUY
|
- |
2.65K+ 45.52% |
$199K - $220K
|
8.46K
$686K
|
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
2.64KNew |
$198K - $219K
|
2.64K
$214K
|
|
|
Mar 03, 2025
Q4 2024
|
Fluent Financial, LLC
|
BUY
|
- |
2.63K+ 2.57% |
$197K - $218K
|
105K
$8.51M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.6K+ 1.37% |
$196K - $216K
|
193K
$15.7M
|
|
|
Jan 14, 2025
Q4 2024
|
West Coast Financial LLC
|
BUY
|
- |
2.53K+ 2.2% |
$190K - $210K
|
117K
$9.52M
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
2.51K+ 6.96% |
$189K - $208K
|
38.6K
$3.13M
|
|
|
Jan 21, 2025
Q4 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
2.51K+ 58.98% |
$188K - $208K
|
6.76K
$548K
|
|
|
Jan 17, 2025
Q4 2024
|
Lincoln Capital Corp
|
BUY
|
- |
2.5K+ 48.66% |
$188K - $208K
|
7.64K
$620K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2.42K+ 9.81% |
$182K - $201K
|
27.1K
$2.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
2.41K+ 4.57% |
$181K - $200K
|
55.2K
$4.48M
|
|
|
Jan 31, 2025
Q4 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
2.4K+ 11.25% |
$180K - $199K
|
23.7K
$1.92M
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
2.35KNew |
$176K - $195K
|
2.35K
$190K
|
|
|
Feb 12, 2025
Q4 2024
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
2.34K+ 111.96% |
$176K - $194K
|
4.43K
$359K
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
2.34K+ 1.83% |
$176K - $194K
|
130K
$10.6M
|
|
|
Jan 10, 2025
Q4 2024
|
Trinity Financial Advisors LLC
|
BUY
|
- |
2.31K+ 13.94% |
$173K - $192K
|
18.9K
$1.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Pacific Financial Group Inc
|
BUY
|
- |
2.27K+ 80.41% |
$170K - $188K
|
5.09K
$413K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
2.26K+ 10.66% |
$169K - $187K
|
23.4K
$1.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Country Trust Bank
|
BUY
|
- |
2.24K+ 7.96% |
$168K - $186K
|
30.4K
$2.46M
|
|
|
Feb 10, 2025
Q4 2024
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
2.22KNew |
$167K - $184K
|
2.22K
$180K
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
2.21K+ 5.61% |
$166K - $183K
|
41.6K
$3.38M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.17K+ 9.89% |
$163K - $180K
|
24.2K
$1.96M
|
|
|
Feb 03, 2025
Q4 2024
|
Verger Capital Management LLC
|
BUY
|
- |
2.12K+ 0.83% |
$160K - $176K
|
259K
$21M
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
2.11K+ 1.44% |
$159K - $175K
|
148K
$12M
|
|
|
Feb 04, 2025
Q4 2024
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
2.1K+ 31.89% |
$158K - $174K
|
8.69K
$704K
|
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
2.09K+ 2.6% |
$157K - $173K
|
82.4K
$6.69M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
2.09K+ 3.22% |
$157K - $173K
|
66.8K
$5.42M
|
|
|
Jan 27, 2025
Q4 2024
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
2.04K+ 56.08% |
$153K - $169K
|
5.67K
$460K
|
|
|
Feb 14, 2025
Q4 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
2.01K+ 3.84% |
$151K - $167K
|
54.5K
$4.42M
|
|
|
Jan 31, 2025
Q4 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
1.98K+ 1.93% |
$149K - $165K
|
105K
$8.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
1.98K+ 14.14% |
$149K - $164K
|
16K
$1.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
1.96K+ 6.24% |
$147K - $163K
|
33.4K
$2.71M
|
|
|
Jan 17, 2025
Q4 2024
|
Trust CO Of Oklahoma
|
BUY
|
- |
1.95K+ 27.87% |
$147K - $162K
|
8.95K
$726K
|
|
|
Feb 11, 2025
Q4 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
1.95K+ 34.21% |
$146K - $162K
|
7.65K
$620K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
1.93K+ 0.03% |
$145K - $160K
|
7.51M
$609M
|
|
|
Feb 14, 2025
Q4 2024
|
S&T Bank
Indiana, PA |
BUY
|
- |
1.87KNew |
$140K - $155K
|
1.87K
$152K
|
|
|
Feb 13, 2025
Q4 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
1.87K+ 2.91% |
$140K - $155K
|
66K
$5.35M
|
|
|
Feb 04, 2025
Q4 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
1.85K+ 8.13% |
$139K - $154K
|
24.6K
$1.99M
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1.82K+ 11.87% |
$136K - $151K
|
17.1K
$1.39M
|
|
|
Jan 31, 2025
Q4 2024
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
1.74K+ 22.43% |
$130K - $144K
|
9.48K
$769K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
1.73KNew |
$130K - $143K
|
1.73K
$140K
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.7K+ 13.24% |
$127K - $141K
|
14.5K
$1.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Harvest Investment Advisors, LLC
Tallahassee, FL |
BUY
|
- |
1.7K+ 1.29% |
$127K - $141K
|
134K
$10.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
1.7K+ 6.09% |
$127K - $141K
|
29.5K
$2.39M
|
|
|
Feb 12, 2025
Q4 2024
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
1.69KNew |
$127K - $140K
|
1.69K
$137K
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1.68K+ 5.27% |
$126K - $139K
|
33.6K
$2.72M
|
|
|
Feb 06, 2025
Q4 2024
|
Financial Services Advisory Inc
|
BUY
|
- |
1.67K+ 10.08% |
$126K - $139K
|
18.3K
$1.48M
|
|
|
Jan 15, 2025
Q4 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
1.66K+ 26.38% |
$125K - $138K
|
7.96K
$646K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.65K+ 4.31% |
$124K - $137K
|
39.9K
$3.23M
|
|
|
Feb 04, 2025
Q4 2024
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
1.61K+ 4.78% |
$121K - $134K
|
35.3K
$2.86M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.61K+ 11.5% |
$121K - $133K
|
15.6K
$1.26M
|