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 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-100- 2.1% |
$7.51K - $8.3K
|
4.66K
$371K
|
|
|
Jan 23, 2025
Q4 2024
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-104- 0.68% |
$7.81K - $8.63K
|
15.2K
$1.21M
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-104- 0.11% |
$7.81K - $8.63K
|
98.7K
$7.86M
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-104- 10.25% |
$7.81K - $8.63K
|
911
$72.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
SELL
|
- |
-105- 95.45% |
$7.89K - $8.71K
|
5
$398
|
|
|
Jan 16, 2025
Q4 2024
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-108- 3.44% |
$8.11K - $8.96K
|
3.03K
$241K
|
|
|
Jan 14, 2025
Q4 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-109- 0.67% |
$8.19K - $9.05K
|
16.1K
$1.28M
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-111- 0.09% |
$8.34K - $9.21K
|
121K
$9.62M
|
|
|
Jan 13, 2025
Q4 2024
|
Greenfield Savings Bank
|
SELL
|
- |
-112- 0.66% |
$8.41K - $9.29K
|
16.8K
$1.34M
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-114- 0.23% |
$8.56K - $9.46K
|
49K
$3.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-115- 0.16% |
$8.64K - $9.54K
|
70.3K
$5.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-119- 1.45% |
$8.94K - $9.88K
|
8.08K
$643K
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-119- 0.35% |
$8.94K - $9.88K
|
34.2K
$2.72M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-119- 0.08% |
$8.94K - $9.88K
|
149K
$11.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-120- 0.92% |
$9.01K - $9.96K
|
12.9K
$1.03M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-121- 0.77% |
$9.09K - $10K
|
15.7K
$1.25M
|
|
|
Jan 31, 2025
Q4 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-123- 3.82% |
$9.24K - $10.2K
|
3.1K
$247K
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-124- 0.5% |
$9.31K - $10.3K
|
24.6K
$1.96M
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-130- 6.37% |
$9.76K - $10.8K
|
1.91K
$152K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-131- 14.12% |
$9.84K - $10.9K
|
797
$63.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-131- 0.35% |
$9.84K - $10.9K
|
36.8K
$2.93M
|
|
|
Feb 05, 2025
Q4 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-131- 1.76% |
$9.84K - $10.9K
|
7.32K
$583K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
SELL
|
- |
-132- 4.48% |
$9.91K - $11K
|
2.81K
$224K
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-132- 3.1% |
$9.91K - $11K
|
4.13K
$329K
|
|
|
Jan 22, 2025
Q4 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-139- 3.89% |
$10.4K - $11.5K
|
3.44K
$274K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-140- 0.24% |
$10.5K - $11.6K
|
59.3K
$4.72M
|
|
|
Jan 06, 2025
Q4 2024
|
Hiley Hunt Wealth Management
Omaha, NE |
SELL
|
- |
-142- 0.45% |
$10.7K - $11.8K
|
31.1K
$2.48M
|
|
|
Feb 10, 2025
Q4 2024
|
Ironwood Investment Management LLC
Boston, MA |
SELL
|
- |
-143- 0.13% |
$10.7K - $11.9K
|
108K
$8.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-150- 0.73% |
$11.3K - $12.4K
|
20.4K
$1.62M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-154- 2.45% |
$11.6K - $12.8K
|
6.12K
$488K
|
|
|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-157- 5.25% |
$11.8K - $13K
|
2.83K
$225K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-157- 3.35% |
$11.8K - $13K
|
4.54K
$361K
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-157- 8.33% |
$11.8K - $13K
|
1.73K
$138K
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-159- 1.49% |
$11.9K - $13.2K
|
10.5K
$839K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-160- 2.56% |
$12K - $13.3K
|
6.09K
$485K
|
|
|
Jan 03, 2025
Q4 2024
|
Dentgroup LLC
|
SELL
|
- |
-164- 2.54% |
$12.3K - $13.6K
|
6.29K
$501K
|
|
|
Jan 15, 2025
Q4 2024
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-166- 0.78% |
$12.5K - $13.8K
|
21.2K
$1.69M
|
|
|
Jan 29, 2025
Q4 2024
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-166- 0.18% |
$12.5K - $13.8K
|
90K
$7.17M
|
|
|
Jan 29, 2025
Q4 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-166- 1.4% |
$12.5K - $13.8K
|
11.7K
$929K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-169- 1.13% |
$12.7K - $14K
|
14.8K
$1.18M
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-170- 0.91% |
$12.8K - $14.1K
|
18.5K
$1.47M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-173- 0.36% |
$13K - $14.4K
|
47.8K
$3.81M
|
|
|
Jan 14, 2025
Q4 2024
|
Radnor Capital Management, LLC
|
SELL
|
- |
-175- 1.3% |
$13.1K - $14.5K
|
13.3K
$1.06M
|
|
|
Feb 11, 2025
Q4 2024
|
Fca Corp
Houston, TX |
SELL
|
- |
-179- 2.02% |
$13.4K - $14.9K
|
8.68K
$692K
|
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
SELL
|
- |
-181- 0.52% |
$13.6K - $15K
|
35K
$2.78M
|
|
|
Feb 11, 2025
Q4 2024
|
Community Bank, N.A.
|
SELL
|
- |
-181- 0.59% |
$13.6K - $15K
|
30.7K
$2.45M
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-184- 4.48% |
$13.8K - $15.3K
|
3.92K
$312K
|
|
|
Jan 15, 2025
Q4 2024
|
Defined Wealth Management, LLC
|
SELL
|
- |
-187- 0.5% |
$14K - $15.5K
|
37.3K
$2.97M
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-194- 0.25% |
$14.6K - $16.1K
|
76.3K
$6.08M
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence LLC
|
SELL
|
- |
-194- 1.87% |
$14.6K - $16.1K
|
10.2K
$809K
|