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 |
---|---|---|---|---|---|---|---|
Apr 01, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
1.01KNew |
$75.7K - $83.7K
|
1.01K
$81.7K
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
987+ 2.22% |
$74.1K - $81.9K
|
45.4K
$3.69M
|
|
Jan 16, 2025
Q4 2024
|
Oldfather Financial Services, LLC
|
BUY
|
- |
979+ 0.95% |
$73.5K - $81.2K
|
104K
$8.46M
|
|
Jan 14, 2025
Q4 2024
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
955+ 8.53% |
$71.7K - $79.3K
|
12.2K
$985K
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
949New |
$71.3K - $78.8K
|
949
$77K
|
|
Jan 29, 2025
Q4 2024
|
Newport Capital Group, LLC
|
BUY
|
- |
948+ 4.09% |
$71.2K - $78.7K
|
24.1K
$1.96M
|
|
Feb 06, 2025
Q4 2024
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
944+ 1.32% |
$70.9K - $78.3K
|
72.7K
$5.89M
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
928+ 11.34% |
$69.7K - $77K
|
9.11K
$739K
|
|
Feb 11, 2025
Q4 2024
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
894New |
$67.1K - $74.2K
|
894
$72.5K
|
|
Feb 06, 2025
Q4 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
891+ 16.27% |
$66.9K - $73.9K
|
6.37K
$516K
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
890+ 10.54% |
$66.8K - $73.9K
|
9.33K
$757K
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
890New |
$66.8K - $73.9K
|
890
$72.2K
|
|
Feb 13, 2025
Q4 2024
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
889+ 19.08% |
$66.8K - $73.8K
|
5.55K
$450K
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
884+ 1.15% |
$66.4K - $73.4K
|
77.8K
$6.31M
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
880+ 1.42% |
$66.1K - $73K
|
62.8K
$5.09M
|
|
Jan 15, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
867+ 0.68% |
$65.1K - $72K
|
129K
$10.4M
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
864+ 5.33% |
$64.9K - $71.7K
|
17.1K
$1.38M
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
855+ 5.51% |
$64.2K - $71K
|
16.4K
$1.33M
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
849+ 2.64% |
$63.8K - $70.5K
|
33K
$2.68M
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
843New |
$63.3K - $70K
|
843
$68.4K
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
833+ 0.14% |
$62.6K - $69.1K
|
607K
$49.2M
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
831New |
$62.4K - $69K
|
831
$67.4K
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
829+ 3070.37% |
$62.3K - $68.8K
|
856
$69.4K
|
|
Jan 27, 2025
Q4 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
828+ 91.69% |
$62.2K - $68.7K
|
1.73K
$140K
|
|
Jan 22, 2025
Q4 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
827+ 7.29% |
$62.1K - $68.6K
|
12.2K
$987K
|
|
Feb 07, 2025
Q4 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
825+ 1.61% |
$62K - $68.5K
|
52K
$4.22M
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
816+ 10.44% |
$61.3K - $67.7K
|
8.63K
$700K
|
|
Feb 07, 2025
Q4 2024
|
Redw Wealth LLC
|
BUY
|
- |
807+ 25.16% |
$60.6K - $67K
|
4.01K
$326K
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
BUY
|
- |
800+ 7.32% |
$60.1K - $66.4K
|
11.7K
$951K
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
770+ 1.54% |
$57.8K - $63.9K
|
50.6K
$4.11M
|
|
Feb 03, 2025
Q4 2024
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
745+ 13.24% |
$55.9K - $61.8K
|
6.37K
$517K
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
742+ 3.14% |
$55.7K - $61.6K
|
24.4K
$1.98M
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
716+ 9.72% |
$53.8K - $59.4K
|
8.08K
$655K
|
|
Jan 28, 2025
Q4 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
698+ 1.25% |
$52.4K - $57.9K
|
56.5K
$4.58M
|
|
Feb 13, 2025
Q4 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
693+ 17.88% |
$52K - $57.5K
|
4.57K
$370K
|
|
Feb 05, 2025
Q4 2024
|
Motco
|
BUY
|
- |
687+ 2.82% |
$51.6K - $57K
|
25K
$2.03M
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
681New |
$51.1K - $56.5K
|
681
$55.2K
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
668+ 10.84% |
$50.2K - $55.4K
|
6.83K
$554K
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
654+ 14.1% |
$49.1K - $54.3K
|
5.29K
$429K
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
651New |
$48.9K - $54K
|
651
$52.8K
|
|
Feb 10, 2025
Q4 2024
|
First National Trust CO
|
BUY
|
- |
632+ 0.69% |
$47.5K - $52.4K
|
92.9K
$7.53M
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
617+ 0.86% |
$46.3K - $51.2K
|
72.7K
$5.9M
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
613New |
$46K - $50.9K
|
613
$49.7K
|
|
Feb 07, 2025
Q4 2024
|
Efficient Advisors, LLC
|
BUY
|
- |
608+ 1.28% |
$45.7K - $50.5K
|
48.1K
$3.9M
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
BUY
|
- |
600+ 10.71% |
$45.1K - $49.8K
|
6.2K
$503K
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
600New |
$45.1K - $49.8K
|
600
$48.7K
|
|
Feb 13, 2025
Q4 2024
|
Alexis Investment Partners, LLC
Montgomery, TX |
BUY
|
- |
599New |
$45K - $49.7K
|
599
$48.6K
|
|
Mar 03, 2025
Q4 2024
|
American Investment Services, Inc.
|
BUY
|
- |
598+ 15.42% |
$44.9K - $49.6K
|
4.48K
$363K
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
597+ 14.72% |
$44.8K - $49.5K
|
4.65K
$377K
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
595+ 4.09% |
$44.7K - $49.4K
|
15.1K
$1.23M
|