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 |
|---|---|---|---|---|---|---|---|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
590New |
$44.3K - $49K
|
590
$47.8K
|
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
BUY
|
- |
589+ 5.78% |
$44.2K - $48.9K
|
10.8K
$875K
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
585New |
$43.9K - $48.5K
|
585
$47.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
581+ 3.58% |
$43.6K - $48.2K
|
16.8K
$1.36M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
565+ 8.64% |
$42.4K - $46.9K
|
7.1K
$576K
|
|
|
Feb 12, 2025
Q4 2024
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
565+ 0.7% |
$42.4K - $46.9K
|
81K
$6.57M
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
563+ 8.01% |
$42.3K - $46.7K
|
7.59K
$616K
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
555+ 3.84% |
$41.7K - $46.1K
|
15K
$1.22M
|
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
555+ 4.34% |
$41.7K - $46.1K
|
13.3K
$1.08M
|
|
|
Feb 12, 2025
Q4 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
549+ 8.1% |
$41.2K - $45.6K
|
7.33K
$594K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
545+ 8.44% |
$40.9K - $45.2K
|
7.01K
$568K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
541New |
$40.6K - $44.9K
|
541
$43.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
540+ 10.07% |
$40.6K - $44.8K
|
5.91K
$479K
|
|
|
Feb 13, 2025
Q4 2024
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
540+ 3.66% |
$40.6K - $44.8K
|
15.3K
$1.24M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
535+ 2.96% |
$40.2K - $44.4K
|
18.6K
$1.51M
|
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
525+ 1.93% |
$39.4K - $43.6K
|
27.7K
$2.24M
|
|
|
Feb 10, 2025
Q4 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
517+ 6.43% |
$38.8K - $42.9K
|
8.55K
$694K
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
511+ 2.55% |
$38.4K - $42.4K
|
20.6K
$1.67M
|
|
|
Jan 14, 2025
Q4 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
509+ 141.0% |
$38.2K - $42.2K
|
870
$70.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
500+ 13.8% |
$37.6K - $41.5K
|
4.12K
$334K
|
|
|
Jan 14, 2025
Q4 2024
|
Sterling Investment Advisors LLC
|
BUY
|
- |
489+ 1.14% |
$36.7K - $40.6K
|
43.2K
$3.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
484+ 7.83% |
$36.3K - $40.2K
|
6.66K
$540K
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
479+ 1.06% |
$36K - $39.8K
|
45.8K
$3.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
478New |
$35.9K - $39.7K
|
478
$38.8K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
475New |
$35.7K - $39.4K
|
475
$38.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
459+ 17.32% |
$34.5K - $38.1K
|
3.11K
$252K
|
|
|
Jan 17, 2025
Q4 2024
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
449+ 2.64% |
$33.7K - $37.3K
|
17.5K
$1.42M
|
|
|
Feb 10, 2025
Q4 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
445+ 12.46% |
$33.4K - $36.9K
|
4.02K
$326K
|
|
|
Feb 12, 2025
Q4 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
440+ 2.47% |
$33K - $36.5K
|
18.2K
$1.48M
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
438New |
$32.9K - $36.3K
|
438
$35.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Keudell
|
BUY
|
- |
437+ 4.33% |
$32.8K - $36.3K
|
10.5K
$854K
|
|
|
Feb 07, 2025
Q4 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
435+ 8.98% |
$32.7K - $36.1K
|
5.28K
$428K
|
|
|
Feb 07, 2025
Q4 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
433+ 6.63% |
$32.5K - $35.9K
|
6.96K
$564K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
430+ 6.27% |
$32.3K - $35.7K
|
7.29K
$591K
|
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
426+ 3.81% |
$32K - $35.4K
|
11.6K
$941K
|
|
|
Jan 13, 2025
Q4 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
420+ 1.69% |
$31.5K - $34.9K
|
25.3K
$2.05M
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
417+ 5.08% |
$31.3K - $34.6K
|
8.62K
$699K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
417New |
$31.3K - $34.6K
|
417
$33.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
417+ 1.4% |
$31.3K - $34.6K
|
30.2K
$2.45M
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
416+ 186.55% |
$31.2K - $34.5K
|
639
$51.8K
|
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
416+ 0.73% |
$31.2K - $34.5K
|
57.6K
$4.67M
|
|
|
Jan 13, 2025
Q4 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
395+ 4.33% |
$29.7K - $32.8K
|
9.53K
$773K
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
BUY
|
- |
392+ 2.29% |
$29.4K - $32.5K
|
17.5K
$1.42M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
391+ 11.33% |
$29.4K - $32.4K
|
3.84K
$312K
|
|
|
Feb 10, 2025
Q4 2024
|
Bank Of Marin
Novato, CA |
BUY
|
- |
391+ 1.63% |
$29.4K - $32.4K
|
24.3K
$1.97M
|
|
|
Feb 10, 2025
Q4 2024
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
388+ 36.3% |
$29.1K - $32.2K
|
1.46K
$118K
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
375+ 1.4% |
$28.2K - $31.1K
|
27.2K
$2.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
373+ 1.3% |
$28K - $31K
|
29K
$2.35M
|
|
|
Feb 07, 2025
Q4 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
373+ 1.26% |
$28K - $31K
|
30K
$2.43M
|
|
|
Jan 30, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
371+ 2.45% |
$27.9K - $30.8K
|
15.5K
$1.26M
|