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 06, 2025
Q4 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
223+ 0.54% |
$16.7K - $18.5K
|
41.3K
$3.35M
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
221+ 5.97% |
$16.6K - $18.3K
|
3.93K
$318K
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
221+ 0.45% |
$16.6K - $18.3K
|
49.8K
$4.04M
|
|
|
Jan 23, 2025
Q4 2024
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
219+ 4.69% |
$16.4K - $18.2K
|
4.89K
$397K
|
|
|
Jan 16, 2025
Q4 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
211+ 0.85% |
$15.8K - $17.5K
|
25K
$2.02M
|
|
|
Jan 24, 2025
Q4 2024
|
Asset Planning Corporation
|
BUY
|
- |
209+ 0.63% |
$15.7K - $17.3K
|
33.6K
$2.73M
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
206+ 7.81% |
$15.5K - $17.1K
|
2.84K
$230K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
198+ 5.21% |
$14.9K - $16.4K
|
4K
$324K
|
|
|
Jan 06, 2025
Q4 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
198+ 1.94% |
$14.9K - $16.4K
|
10.4K
$844K
|
|
|
Jan 21, 2025
Q4 2024
|
Neumann Capital Management, LLC
|
BUY
|
- |
193+ 0.56% |
$14.5K - $16K
|
34.9K
$2.83M
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
192+ 0.91% |
$14.4K - $15.9K
|
21.4K
$1.73M
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
190+ 0.9% |
$14.3K - $15.8K
|
21.2K
$1.72M
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
190+ 5.36% |
$14.3K - $15.8K
|
3.74K
$303K
|
|
|
Feb 11, 2025
Q4 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
190+ 92.68% |
$14.3K - $15.8K
|
395
$32K
|
|
|
Feb 05, 2025
Q4 2024
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
188+ 6.97% |
$14.1K - $15.6K
|
2.89K
$234K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
187+ 0.25% |
$14K - $15.5K
|
75.5K
$6.12M
|
|
|
Feb 11, 2025
Q4 2024
|
Washington Trust Bank
|
BUY
|
- |
186+ 0.91% |
$14K - $15.4K
|
20.7K
$1.68M
|
|
|
Feb 13, 2025
Q4 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
181+ 1.19% |
$13.6K - $15K
|
15.4K
$1.25M
|
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
177New |
$13.3K - $14.7K
|
177
$14.4K
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
176+ 1.73% |
$13.2K - $14.6K
|
10.3K
$838K
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
175+ 0.39% |
$13.1K - $14.5K
|
44.7K
$3.62M
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
174New |
$13.1K - $14.4K
|
174
$14.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
174+ 0.34% |
$13.1K - $14.4K
|
51.4K
$4.17M
|
|
|
Feb 10, 2025
Q4 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
173New |
$13K - $14.4K
|
173
$14K
|
|
|
Jan 23, 2025
Q4 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
161+ 0.71% |
$12.1K - $13.4K
|
22.9K
$1.86M
|
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
BUY
|
- |
160+ 0.49% |
$12K - $13.3K
|
32.5K
$2.64M
|
|
|
Feb 06, 2025
Q4 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
156+ 1.56% |
$11.7K - $12.9K
|
10.2K
$824K
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
154+ 1.39% |
$11.6K - $12.8K
|
11.2K
$910K
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
150+ 0.58% |
$11.3K - $12.4K
|
26.1K
$2.11M
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
147+ 14.67% |
$11K - $12.2K
|
1.15K
$93.2K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
146+ 2.89% |
$11K - $12.1K
|
5.2K
$422K
|
|
|
Feb 14, 2025
Q4 2024
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
145+ 1.91% |
$10.9K - $12K
|
7.74K
$627K
|
|
|
Jan 27, 2025
Q4 2024
|
Meritage Portfolio Management
|
BUY
|
- |
144+ 4.84% |
$10.8K - $12K
|
3.12K
$253K
|
|
|
Jan 30, 2025
Q4 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
142+ 1.15% |
$10.7K - $11.8K
|
12.5K
$1.01M
|
|
|
Feb 07, 2025
Q4 2024
|
Horan Securities, Inc.
|
BUY
|
- |
140+ 1.61% |
$10.5K - $11.6K
|
8.82K
$715K
|
|
|
Feb 06, 2025
Q4 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
139+ 1.89% |
$10.4K - $11.5K
|
7.5K
$608K
|
|
|
Feb 11, 2025
Q4 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
139+ 2.46% |
$10.4K - $11.5K
|
5.79K
$469K
|
|
|
Feb 14, 2025
Q4 2024
|
Accredited Wealth Management, LLC
Louisville, KY |
BUY
|
- |
138New |
$10.4K - $11.5K
|
138
$11.2K
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
136+ 0.18% |
$10.2K - $11.3K
|
75K
$6.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Firestone Capital Management
|
BUY
|
- |
136+ 0.86% |
$10.2K - $11.3K
|
16K
$1.29M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
135+ 0.12% |
$10.1K - $11.2K
|
116K
$9.42M
|
|
|
Feb 06, 2025
Q4 2024
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
135+ 0.5% |
$10.1K - $11.2K
|
26.9K
$2.19M
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
132+ 2.53% |
$9.91K - $11K
|
5.36K
$434K
|
|
|
Jan 22, 2025
Q4 2024
|
Landmark Wealth Management, LLC
|
BUY
|
- |
130+ 2.32% |
$9.76K - $10.8K
|
5.73K
$465K
|
|
|
Feb 14, 2025
Q4 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
128+ 0.44% |
$9.61K - $10.6K
|
29.5K
$2.39M
|
|
|
Jan 21, 2025
Q4 2024
|
Wolff Financial Management LLC
|
BUY
|
- |
127+ 0.81% |
$9.54K - $10.5K
|
15.9K
$1.29M
|
|
|
Jan 23, 2025
Q4 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
127+ 1.02% |
$9.54K - $10.5K
|
12.6K
$1.02M
|
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
127+ 4.65% |
$9.54K - $10.5K
|
2.86K
$232K
|
|
|
Feb 12, 2025
Q4 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
126+ 1.37% |
$9.46K - $10.5K
|
9.35K
$759K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
123+ 0.74% |
$9.24K - $10.2K
|
16.8K
$1.36M
|