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 |
---|---|---|---|---|---|---|---|
Jan 16, 2025
Q4 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
339+ 0.45% |
$25.5K - $28.1K
|
75.2K
$6.39M
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
331+ 0.28% |
$24.9K - $27.5K
|
117K
$9.95M
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
321+ 4.21% |
$24.1K - $26.6K
|
7.95K
$674K
|
|
Feb 12, 2025
Q4 2024
|
Resolute Advisors LLC
|
BUY
|
- |
318+ 0.34% |
$23.9K - $26.4K
|
93.1K
$7.9M
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
315New |
$23.7K - $26.1K
|
315
$26.7K
|
|
Feb 14, 2025
Q4 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
315+ 0.42% |
$23.7K - $26.1K
|
75.9K
$6.44M
|
|
Jan 17, 2025
Q4 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
313+ 1.41% |
$23.5K - $26K
|
22.6K
$1.92M
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
312+ 5.33% |
$23.4K - $25.9K
|
6.16K
$523K
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
311+ 0.79% |
$23.4K - $25.8K
|
39.7K
$3.37M
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
311+ 0.24% |
$23.4K - $25.8K
|
128K
$10.8M
|
|
Jan 28, 2025
Q4 2024
|
Financial Life Advisors
|
BUY
|
- |
309+ 12.05% |
$23.2K - $25.6K
|
2.87K
$244K
|
|
Feb 07, 2025
Q4 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
309+ 9.33% |
$23.2K - $25.6K
|
3.62K
$307K
|
|
Feb 14, 2025
Q4 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
309New |
$23.2K - $25.6K
|
309
$26.2K
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
305+ 2.35% |
$22.9K - $25.3K
|
13.3K
$1.13M
|
|
Jan 24, 2025
Q4 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
301+ 1.35% |
$22.6K - $25K
|
22.5K
$1.91M
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
301New |
$22.6K - $25K
|
301
$25.6K
|
|
Jan 13, 2025
Q4 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
300New |
$22.5K - $24.9K
|
300
$25.5K
|
|
Feb 07, 2025
Q4 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
296New |
$22.2K - $24.6K
|
296
$25.1K
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
293+ 1.13% |
$22K - $24.3K
|
26.3K
$2.23M
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
293+ 1.96% |
$22K - $24.3K
|
15.3K
$1.29M
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
292+ 0.38% |
$21.9K - $24.2K
|
76.2K
$6.47M
|
|
Jan 29, 2025
Q4 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
289+ 1.41% |
$21.7K - $24K
|
20.8K
$1.76M
|
|
Jan 22, 2025
Q4 2024
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
287+ 5.93% |
$21.6K - $23.8K
|
5.13K
$435K
|
|
Feb 14, 2025
Q4 2024
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
285+ 0.2% |
$21.4K - $23.7K
|
142K
$12M
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
273+ 81.74% |
$20.5K - $22.7K
|
607
$51.5K
|
|
Feb 13, 2025
Q4 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
268+ 0.48% |
$20.1K - $22.2K
|
56.1K
$4.76M
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
264+ 12.31% |
$19.8K - $21.9K
|
2.41K
$205K
|
|
Feb 14, 2025
Q4 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
264+ 2.75% |
$19.8K - $21.9K
|
9.86K
$837K
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
263+ 8.26% |
$19.8K - $21.8K
|
3.45K
$293K
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
263New |
$19.8K - $21.8K
|
263
$22.3K
|
|
Jan 24, 2025
Q4 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
253+ 2.41% |
$19K - $21K
|
10.7K
$912K
|
|
Feb 07, 2025
Q4 2024
|
St. Louis Trust CO
|
BUY
|
- |
253+ 0.23% |
$19K - $21K
|
109K
$9.29M
|
|
Feb 10, 2025
Q4 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
250+ 5.87% |
$18.8K - $20.7K
|
4.51K
$383K
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
247+ 0.48% |
$18.5K - $20.5K
|
51.8K
$4.4M
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
240+ 2.07% |
$18K - $19.9K
|
11.8K
$1M
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
238+ 0.69% |
$17.9K - $19.8K
|
34.6K
$2.94M
|
|
Jan 16, 2025
Q4 2024
|
Schwab Charitable Fund
|
BUY
|
- |
234+ 2.66% |
$17.6K - $19.4K
|
9.03K
$766K
|
|
Mar 10, 2025
Q4 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
234+ 1.11% |
$17.6K - $19.4K
|
21.2K
$1.8M
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
233+ 0.02% |
$17.5K - $19.3K
|
1.03M
$87.2M
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
230New |
$17.3K - $19.1K
|
230
$19.5K
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
228New |
$17.1K - $18.9K
|
228
$19.4K
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
225+ 2.56% |
$16.9K - $18.7K
|
9.01K
$764K
|
|
Feb 04, 2025
Q4 2024
|
Holistic Financial Partners
|
BUY
|
- |
224+ 1.92% |
$16.8K - $18.6K
|
11.9K
$1.01M
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
224+ 4.23% |
$16.8K - $18.6K
|
5.52K
$469K
|
|
Feb 06, 2025
Q4 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
223+ 0.54% |
$16.7K - $18.5K
|
41.3K
$3.5M
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
221+ 5.97% |
$16.6K - $18.3K
|
3.93K
$333K
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
221+ 0.45% |
$16.6K - $18.3K
|
49.8K
$4.23M
|
|
Jan 23, 2025
Q4 2024
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
219+ 4.69% |
$16.4K - $18.2K
|
4.89K
$415K
|
|
Jan 16, 2025
Q4 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
211+ 0.85% |
$15.8K - $17.5K
|
25K
$2.12M
|
|
Jan 24, 2025
Q4 2024
|
Asset Planning Corporation
|
BUY
|
- |
209+ 0.63% |
$15.7K - $17.3K
|
33.6K
$2.85M
|