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 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-31- 0.02% |
$2.33K - $2.57K
|
181K
$16.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-31- 2.53% |
$2.33K - $2.57K
|
1.19K
$106K
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-32- 0.12% |
$2.4K - $2.66K
|
26.2K
$2.34M
|
|
|
Jan 23, 2025
Q4 2024
|
Gfs Advisors, LLC
|
SELL
|
- |
-35- 0.26% |
$2.63K - $2.9K
|
13.2K
$1.18M
|
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-35- -0.0% |
$2.63K - $2.9K
|
1.06M
$94.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-35- 0.41% |
$2.63K - $2.9K
|
8.53K
$760K
|
|
|
Jan 16, 2025
Q4 2024
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-36- 0.15% |
$2.7K - $2.99K
|
23.4K
$2.09M
|
|
|
Jan 16, 2025
Q4 2024
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-41- 1.05% |
$3.08K - $3.4K
|
3.87K
$345K
|
|
|
Feb 06, 2025
Q4 2024
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-43- 0.46% |
$3.23K - $3.57K
|
9.4K
$837K
|
|
|
Jan 24, 2025
Q4 2024
|
Oak Family Advisors, LLC
|
SELL
|
- |
-45- 0.88% |
$3.38K - $3.73K
|
5.08K
$453K
|
|
|
Feb 14, 2025
Q4 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-46- 0.1% |
$3.45K - $3.82K
|
44.4K
$3.96M
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
SELL
|
- |
-48- 0.18% |
$3.6K - $3.98K
|
27.2K
$2.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-49- 0.05% |
$3.68K - $4.07K
|
106K
$9.46M
|
|
|
Jan 07, 2025
Q4 2024
|
Bath Savings Trust CO
|
SELL
|
- |
-50- 0.71% |
$3.75K - $4.15K
|
7.01K
$625K
|
|
|
Feb 19, 2025
Q4 2024
|
North Star Asset Management Inc
|
SELL
|
- |
-50- 0.95% |
$3.75K - $4.15K
|
5.19K
$462K
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-53- 0.39% |
$3.98K - $4.4K
|
13.6K
$1.21M
|
|
|
Jan 22, 2025
Q4 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-57- 1.11% |
$4.28K - $4.73K
|
5.1K
$454K
|
|
|
Jan 29, 2025
Q4 2024
|
Jsf Financial, LLC
|
SELL
|
- |
-58- 0.73% |
$4.36K - $4.81K
|
7.87K
$701K
|
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-59- 0.57% |
$4.43K - $4.9K
|
10.3K
$921K
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-61- 0.3% |
$4.58K - $5.06K
|
20.6K
$1.84M
|
|
|
Jan 29, 2025
Q4 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-61- 7.91% |
$4.58K - $5.06K
|
710
$63.2K
|
|
|
Feb 13, 2025
Q4 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-61- 0.54% |
$4.58K - $5.06K
|
11.2K
$997K
|
|
|
Jan 28, 2025
Q4 2024
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-62- 0.44% |
$4.66K - $5.15K
|
13.9K
$1.24M
|
|
|
Feb 03, 2025
Q4 2024
|
Ashford Advisors, LLC
|
SELL
|
- |
-62- 0.17% |
$4.66K - $5.15K
|
36.5K
$3.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-62- 1.26% |
$4.66K - $5.15K
|
4.85K
$432K
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-66- 1.16% |
$4.96K - $5.48K
|
5.65K
$503K
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
SELL
|
- |
-67- 0.68% |
$5.03K - $5.56K
|
9.72K
$866K
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-70- 2.18% |
$5.26K - $5.81K
|
3.14K
$280K
|
|
|
Jan 16, 2025
Q4 2024
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-72- 0.09% |
$5.41K - $5.98K
|
79.2K
$7.05M
|
|
|
Feb 12, 2025
Q4 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-73- 1.01% |
$5.48K - $6.06K
|
7.12K
$634K
|
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-74- 0.92% |
$5.56K - $6.14K
|
7.97K
$710K
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-75- 1.35% |
$5.63K - $6.22K
|
5.47K
$487K
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-75- 0.35% |
$5.63K - $6.22K
|
21.6K
$1.92M
|
|
|
May 28, 2025
Q4 2024
|
Westshore Wealth, LLC
|
SELL
|
- |
-78- 0.28% |
$5.86K - $6.47K
|
27.7K
$2.47M
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-80- 30.19% |
$6.01K - $6.64K
|
185
$16.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-80- 0.08% |
$6.01K - $6.64K
|
98.6K
$8.78M
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-83- 0.14% |
$6.23K - $6.89K
|
58.9K
$5.25M
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-88- 1.78% |
$6.61K - $7.3K
|
4.85K
$432K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-90- 0.66% |
$6.76K - $7.47K
|
13.5K
$1.21M
|
|
|
Feb 10, 2025
Q4 2024
|
First National Advisers, LLC
Omaha, NE |
SELL
|
- |
-91- 3.09% |
$6.83K - $7.55K
|
2.85K
$254K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-92- 0.26% |
$6.91K - $7.64K
|
35.6K
$3.17M
|
|
|
Mar 17, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-93- 1.76% |
$6.98K - $7.72K
|
5.18K
$461K
|
|
|
Feb 03, 2025
Q4 2024
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-98- 3.22% |
$7.36K - $8.13K
|
2.95K
$262K
|
|
|
Jan 07, 2025
Q4 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-100- 1.6% |
$7.51K - $8.3K
|
6.14K
$547K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-100- 1.13% |
$7.51K - $8.3K
|
8.71K
$776K
|
|
|
Jan 22, 2025
Q4 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-100- 0.28% |
$7.51K - $8.3K
|
36K
$3.21M
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-100- 2.1% |
$7.51K - $8.3K
|
4.66K
$415K
|
|
|
Feb 13, 2025
Q4 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-100- 0.8% |
$7.51K - $8.3K
|
12.4K
$1.11M
|
|
|
Feb 21, 2025
Q4 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-100- 1.63% |
$7.51K - $8.3K
|
6.02K
$536K
|
|
|
Jan 23, 2025
Q4 2024
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-104- 0.68% |
$7.81K - $8.63K
|
15.2K
$1.35M
|