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 22, 2025
Q4 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
SELL
|
- |
-1.19K- 3.23% |
$89.6K - $99K
|
35.8K
$2.85M
|
|
|
Feb 05, 2025
Q4 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-1.2K- 15.86% |
$90.1K - $99.6K
|
6.36K
$507K
|
|
|
Feb 11, 2025
Q4 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-1.2K- 22.48% |
$90.2K - $99.7K
|
4.14K
$330K
|
|
|
Jan 15, 2025
Q4 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-1.2K- 25.45% |
$90.4K - $99.9K
|
3.53K
$281K
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-1.21K- 2.89% |
$91.1K - $101K
|
40.8K
$3.25M
|
|
|
Feb 06, 2025
Q4 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-1.22K- 5.0% |
$91.5K - $101K
|
23.2K
$1.84M
|
|
|
Feb 04, 2025
Q4 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-1.23K- 0.91% |
$92.7K - $102K
|
134K
$10.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-1.24K- 9.64% |
$93.3K - $103K
|
11.6K
$927K
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-1.25K- 6.65% |
$93.6K - $103K
|
17.5K
$1.39M
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-1.25K- 4.12% |
$94K - $104K
|
29.1K
$2.32M
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-1.28K- 90.81% |
$96.4K - $107K
|
130
$10.4K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-1.3K- 7.25% |
$97.8K - $108K
|
16.7K
$1.33M
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
SELL
|
- |
-1.34K- 1.94% |
$101K - $112K
|
68K
$5.42M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.36K- 1.48% |
$102K - $113K
|
91.1K
$7.26M
|
|
|
Feb 10, 2025
Q4 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-1.38K- 15.02% |
$104K - $115K
|
7.81K
$622K
|
|
|
Feb 11, 2025
Q4 2024
|
First Financial Bankshares Inc
Abilene, TX |
SELL
|
- |
-1.41K- 1.83% |
$106K - $117K
|
75.4K
$6M
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
SELL
|
- |
-1.44K- 2.53% |
$108K - $119K
|
55.2K
$4.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Clarity Financial LLC
|
SELL
|
- |
-1.48K- 19.62% |
$111K - $123K
|
6.06K
$482K
|
|
|
Jan 15, 2025
Q4 2024
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-1.5K- 20.0% |
$113K - $124K
|
6K
$478K
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-1.51K- 3.61% |
$113K - $125K
|
40.4K
$3.22M
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-1.53K- 1.3% |
$115K - $127K
|
117K
$9.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Maple Capital Management, Inc.
|
SELL
|
- |
-1.54K- 5.89% |
$116K - $128K
|
24.6K
$1.96M
|
|
|
Feb 10, 2025
Q4 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-1.57K- 8.07% |
$118K - $131K
|
17.9K
$1.43M
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-1.62K- 31.06% |
$122K - $134K
|
3.6K
$286K
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-1.67K- 12.14% |
$126K - $139K
|
12.1K
$964K
|
|
|
Jan 28, 2025
Q4 2024
|
Gray Private Wealth, LLC
Canton, MA |
SELL
|
- |
-1.72K- 1.58% |
$129K - $143K
|
107K
$8.51M
|
|
|
Feb 11, 2025
Q4 2024
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-1.72K- 2.66% |
$129K - $143K
|
63.1K
$5.03M
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-1.77K- 9.75% |
$133K - $147K
|
16.4K
$1.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-1.81K- 5.87% |
$136K - $150K
|
29.1K
$2.32M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.83K- 10.37% |
$137K - $152K
|
15.8K
$1.26M
|
|
|
Jan 21, 2025
Q4 2024
|
Affiance Financial, LLC
|
SELL
|
- |
-1.86K- 10.87% |
$139K - $154K
|
15.2K
$1.21M
|
|
|
Feb 04, 2025
Q4 2024
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
SELL
|
- |
-1.93K- 23.09% |
$145K - $160K
|
6.43K
$512K
|
|
|
Jan 16, 2025
Q4 2024
|
Seven Post Investment Office LP
San Francisco, CA |
SELL
|
- |
-1.98K- 8.91% |
$149K - $165K
|
20.3K
$1.62M
|
|
|
Jan 15, 2025
Q4 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-2K- 13.82% |
$150K - $166K
|
12.5K
$993K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-2.01K- 12.8% |
$151K - $167K
|
13.7K
$1.09M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-2.07K- 4.51% |
$156K - $172K
|
43.9K
$3.5M
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-2.07K- 9.34% |
$156K - $172K
|
20.1K
$1.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-2.08K- 5.5% |
$156K - $172K
|
35.7K
$2.84M
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
SELL
|
- |
-2.15K- 13.53% |
$161K - $178K
|
13.7K
$1.09M
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
SELL
|
- |
-2.16K- 1.67% |
$163K - $180K
|
127K
$10.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Cypress Capital Group
|
SELL
|
- |
-2.18K- 21.91% |
$164K - $181K
|
7.78K
$619K
|
|
|
Jan 15, 2025
Q4 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-2.26K- 16.56% |
$170K - $188K
|
11.4K
$908K
|
|
|
Jan 24, 2025
Q4 2024
|
Leverty Financial Group, LLC
|
SELL
|
- |
-2.29K- 4.9% |
$172K - $190K
|
44.4K
$3.54M
|
|
|
Jan 14, 2025
Q4 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-2.29K- 1.5% |
$172K - $190K
|
151K
$12M
|
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-2.3K- 4.58% |
$173K - $191K
|
47.9K
$3.82M
|
|
|
Feb 10, 2025
Q4 2024
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-2.32K- 4.69% |
$174K - $192K
|
47K
$3.74M
|
|
|
Jan 28, 2025
Q4 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
SELL
|
- |
-2.36K- 19.83% |
$177K - $195K
|
9.52K
$758K
|
|
|
Jan 27, 2025
Q4 2024
|
Lcm Capital Management Inc
|
SELL
|
- |
-2.36K- 3.01% |
$177K - $196K
|
76.1K
$6.06M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-2.45K- 2.65% |
$184K - $203K
|
90K
$7.16M
|
|
|
Jan 16, 2025
Q4 2024
|
Flower City Capital
|
SELL
|
- |
-2.46K- 3.91% |
$184K - $204K
|
60.4K
$4.81M
|