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 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
125KNew |
$9.38M - $10.4M
|
125K
$10.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
BUY
|
- |
124KNew |
$9.29M - $10.3M
|
124K
$10.5M
|
|
|
Feb 11, 2025
Q4 2024
|
American Alpha Advisors, LLC
New York, NY |
BUY
|
- |
116KNew |
$8.7M - $9.62M
|
116K
$9.84M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
111K+ 12.82% |
$8.33M - $9.21M
|
976K
$82.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
110KNew |
$8.23M - $9.09M
|
110K
$9.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
107K+ 46.32% |
$8.02M - $8.86M
|
337K
$28.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
99.8K+ 4.54% |
$7.49M - $8.28M
|
2.3M
$195M
|
|
|
Feb 07, 2025
Q4 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
96.7KNew |
$7.26M - $8.03M
|
96.7K
$8.21M
|
|
|
Jan 31, 2025
Q4 2024
|
Bank Of Jackson Hole Trust
Jackson, WY |
BUY
|
- |
93KNew |
$6.98M - $7.71M
|
93K
$7.89M
|
|
|
Feb 12, 2025
Q4 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
92.8K+ 99.36% |
$6.97M - $7.7M
|
186K
$15.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
90K+ 42.86% |
$6.76M - $7.47M
|
300K
$25.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
89.3K+ 15.16% |
$6.71M - $7.41M
|
678K
$57.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
BUY
|
- |
85K+ 29.04% |
$6.38M - $7.06M
|
378K
$32.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Foundation Wealth Management, Llc\Pa
Media, PA |
BUY
|
- |
84.7KNew |
$6.36M - $7.03M
|
84.7K
$7.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
80KNew |
$6.01M - $6.64M
|
80K
$6.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Bolthouse Investments, LLC
Bakersfield, CA |
BUY
|
- |
77.7KNew |
$5.84M - $6.45M
|
77.7K
$6.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
77.6KNew |
$5.83M - $6.44M
|
77.6K
$6.59M
|
|
|
Feb 04, 2025
Q4 2024
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
75.9KNew |
$5.7M - $6.3M
|
75.9K
$6.44M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
75.7K+ 2.01% |
$5.69M - $6.28M
|
3.84M
$326M
|
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
73.8K+ 56.79% |
$5.54M - $6.12M
|
204K
$17.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
73.1K+ 1136.14% |
$5.49M - $6.07M
|
79.6K
$6.76M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
72.3K+ 20.8% |
$5.43M - $6M
|
420K
$35.7M
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
72.1K+ 3.6% |
$5.42M - $5.99M
|
2.07M
$176M
|
|
|
Feb 12, 2025
Q4 2024
|
Clear Street Markets LLC
|
BUY
|
- |
72KNew |
$5.41M - $5.98M
|
72K
$6.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
71.7K+ 3.94% |
$5.38M - $5.95M
|
1.89M
$160M
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
68.6K+ 491.76% |
$5.15M - $5.69M
|
82.6K
$7.01M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
67.5KNew |
$5.07M - $5.6M
|
67.5K
$5.73M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
66.2KNew |
$4.97M - $5.49M
|
66.2K
$5.62M
|
|
|
Feb 14, 2025
Q4 2024
|
Blkbrd Asset Management, LP
Old Greenwich, CT |
BUY
|
- |
65.4KNew |
$4.91M - $5.42M
|
65.4K
$5.55M
|
|
|
Feb 07, 2025
Q4 2024
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
65.3KNew |
$4.9M - $5.42M
|
65.3K
$5.54M
|
|
|
Feb 13, 2025
Q4 2024
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
61.3KNew |
$4.6M - $5.08M
|
61.3K
$5.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
60.4K+ 3.94% |
$4.53M - $5.01M
|
1.59M
$135M
|
|
|
Feb 14, 2025
Q4 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
59.5K+ 9.08% |
$4.47M - $4.93M
|
714K
$60.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
58.6K+ 82.53% |
$4.4M - $4.86M
|
130K
$11M
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
56.7K+ 59.09% |
$4.26M - $4.7M
|
153K
$13M
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
56.6K+ 12.71% |
$4.25M - $4.7M
|
502K
$42.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
56.3K+ 32.4% |
$4.23M - $4.67M
|
230K
$19.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
56.3K+ 15.52% |
$4.22M - $4.67M
|
419K
$35.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Becker Capital Management Inc
|
BUY
|
- |
56K+ 8.63% |
$4.21M - $4.65M
|
705K
$59.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
55.2K+ 8.51% |
$4.15M - $4.58M
|
704K
$59.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
54.5KNew |
$4.09M - $4.52M
|
54.5K
$4.63M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
53.5K+ 10.34% |
$4.02M - $4.44M
|
571K
$48.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Highview Capital Management LLC
|
BUY
|
- |
53.4KNew |
$4.01M - $4.43M
|
53.4K
$4.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Texas Bank & Trust CO
Longview, TX |
BUY
|
- |
52.2KNew |
$3.92M - $4.33M
|
52.2K
$4.43M
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
51.3KNew |
$3.85M - $4.25M
|
51.3K
$4.35M
|
|
|
Jan 28, 2025
Q4 2024
|
Conning Inc.
|
BUY
|
- |
49.7K+ 19.56% |
$3.73M - $4.12M
|
304K
$25.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
49.4KNew |
$3.71M - $4.1M
|
49.4K
$4.19M
|
|
|
Feb 14, 2025
Q4 2024
|
St. Clair Advisors, LLC
Mayfield Hts, OH |
BUY
|
- |
48.3KNew |
$3.63M - $4.01M
|
48.3K
$4.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
47.5KNew |
$3.57M - $3.94M
|
47.5K
$4.03M
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
47.2KNew |
$3.54M - $3.92M
|
47.2K
$4.01M
|