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
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.74K- 3.06% |
$356K - $393K
|
150K
$12M
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-4.83K- 8.24% |
$363K - $401K
|
53.8K
$4.29M
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
SELL
|
- |
-4.97K- 12.78% |
$373K - $413K
|
33.9K
$2.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-4.98K- 10.94% |
$374K - $414K
|
40.6K
$3.23M
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-5.08K- 55.77% |
$381K - $421K
|
4.03K
$321K
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-5.21K- 32.1% |
$391K - $433K
|
11K
$878K
|
|
|
Feb 03, 2025
Q4 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-5.48K- 11.76% |
$412K - $455K
|
41.1K
$3.27M
|
|
|
Feb 06, 2025
Q4 2024
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-6K- 51.64% |
$451K - $498K
|
5.62K
$447K
|
|
|
Jan 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-6.03K- 3.14% |
$453K - $500K
|
186K
$14.8M
|
|
|
Jan 06, 2025
Q4 2024
|
Stairway Partners, LLC
|
SELL
|
- |
-6.1K- 1.9% |
$458K - $506K
|
315K
$25.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-6.3K- 6.35% |
$473K - $523K
|
92.8K
$7.39M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-6.31K- 1.15% |
$474K - $524K
|
543K
$43.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-6.48K- 3.69% |
$486K - $537K
|
169K
$13.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-6.61K- 10.72% |
$496K - $548K
|
55K
$4.38M
|
|
|
Jan 28, 2025
Q4 2024
|
Triasima Portfolio Management Inc.
|
SELL
|
- |
-6.69K- 26.29% |
$502K - $555K
|
18.7K
$1.49M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-6.79K- 1.43% |
$510K - $564K
|
468K
$37.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-7K- 2.67% |
$526K - $581K
|
255K
$20.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-7.13K- 50.87% |
$536K - $592K
|
6.89K
$549K
|
|
|
Jan 31, 2025
Q4 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-7.14K- 24.67% |
$536K - $593K
|
21.8K
$1.74M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-7.26K- 4.69% |
$545K - $602K
|
147K
$11.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-7.3K- 55.0% |
$548K - $605K
|
5.97K
$476K
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-7.68K- 40.74% |
$577K - $637K
|
11.2K
$890K
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-7.7K- 1.34% |
$578K - $639K
|
565K
$45M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-7.78K- 1.46% |
$584K - $645K
|
527K
$42M
|
|
|
Feb 05, 2025
Q4 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-7.81K- 39.09% |
$586K - $648K
|
12.2K
$969K
|
|
|
Feb 03, 2025
Q4 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-7.93K- 37.83% |
$595K - $658K
|
13K
$1.04M
|
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-8.01K- 37.49% |
$601K - $664K
|
13.3K
$1.06M
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-8.46K- 6.63% |
$635K - $702K
|
119K
$9.48M
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-8.56K- 5.84% |
$643K - $710K
|
138K
$11M
|
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-8.84K- 8.42% |
$664K - $734K
|
96.2K
$7.66M
|
|
|
Feb 11, 2025
Q4 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-8.95K- 7.5% |
$672K - $743K
|
110K
$8.79M
|
|
|
Feb 07, 2025
Q4 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-8.98K- 11.84% |
$674K - $745K
|
66.9K
$5.33M
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-9.1K- 4.14% |
$683K - $755K
|
210K
$16.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-9.1K- 57.46% |
$683K - $755K
|
6.74K
$537K
|
|
|
Feb 11, 2025
Q4 2024
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-9.24K- 3.58% |
$694K - $766K
|
249K
$19.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-9.25K- 12.71% |
$695K - $768K
|
63.6K
$5.06M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-9.27K- 55.44% |
$696K - $770K
|
7.45K
$594K
|
|
|
Jan 22, 2025
Q4 2024
|
Patton Fund Management, Inc.
|
SELL
|
- |
-9.97K- 4.74% |
$749K - $828K
|
201K
$16M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-10.1K- 6.01% |
$755K - $835K
|
157K
$12.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-10.5K- 25.82% |
$792K - $875K
|
30.3K
$2.41M
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-10.7K- 4.65% |
$807K - $892K
|
220K
$17.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-10.8K- 6.3% |
$809K - $894K
|
160K
$12.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-11.2K- 23.0% |
$839K - $927K
|
37.4K
$2.98M
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-11.7K- 3.49% |
$881K - $973K
|
324K
$25.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-11.8K- 4.27% |
$883K - $975K
|
264K
$21M
|
|
|
Jan 15, 2025
Q4 2024
|
In Track Investment Management Inc
|
SELL
|
- |
-11.9K- 39.25% |
$894K - $988K
|
18.4K
$1.47M
|
|
|
Jan 16, 2025
Q4 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-12.3K- 31.35% |
$927K - $1.02M
|
27K
$2.15M
|
|
|
Feb 11, 2025
Q4 2024
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-12.5K- 16.6% |
$939K - $1.04M
|
62.8K
$5M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-12.7K- 7.06% |
$951K - $1.05M
|
167K
$13.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-13.3K- 36.6% |
$998K - $1.1M
|
23K
$1.83M
|