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 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
SELL
|
- |
-181- 0.52% |
$13.6K - $15K
|
35K
$3.11M
|
|
|
Feb 11, 2025
Q4 2024
|
Community Bank, N.A.
|
SELL
|
- |
-181- 0.59% |
$13.6K - $15K
|
30.7K
$2.73M
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-184- 4.48% |
$13.8K - $15.3K
|
3.92K
$349K
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-185- 0.86% |
$13.9K - $15.4K
|
21.4K
$1.91M
|
|
|
Jan 15, 2025
Q4 2024
|
Defined Wealth Management, LLC
|
SELL
|
- |
-187- 0.5% |
$14K - $15.5K
|
37.3K
$3.32M
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-194- 0.25% |
$14.6K - $16.1K
|
76.3K
$6.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence LLC
|
SELL
|
- |
-194- 1.87% |
$14.6K - $16.1K
|
10.2K
$905K
|
|
|
Feb 14, 2025
Q4 2024
|
Bollard Group LLC
Boston, MA |
SELL
|
- |
-197- 45.39% |
$14.8K - $16.3K
|
237
$21.1K
|
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-198- 3.13% |
$14.9K - $16.4K
|
6.13K
$546K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-199- 1.73% |
$14.9K - $16.5K
|
11.3K
$1.01M
|
|
|
Feb 11, 2025
Q4 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-199- 1.43% |
$14.9K - $16.5K
|
13.7K
$1.22M
|
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
SELL
|
- |
-200- 4.73% |
$15K - $16.6K
|
4.02K
$358K
|
|
|
Feb 03, 2025
Q4 2024
|
Arcadia Investment Management Corp
|
SELL
|
- |
-200- 0.54% |
$15K - $16.6K
|
36.8K
$3.28M
|
|
|
Feb 04, 2025
Q4 2024
|
Sabal Trust CO
|
SELL
|
- |
-200- 2.79% |
$15K - $16.6K
|
6.96K
$620K
|
|
|
Feb 07, 2025
Q4 2024
|
Camden National Bank
Camden, ME |
SELL
|
- |
-200- 1.89% |
$15K - $16.6K
|
10.4K
$923K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-204- 2.87% |
$15.3K - $16.9K
|
6.91K
$615K
|
|
|
Feb 19, 2025
Q4 2024
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-211- 3.07% |
$15.8K - $17.5K
|
6.66K
$593K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-214- 1.81% |
$16.1K - $17.8K
|
11.6K
$1.04M
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
SELL
|
- |
-221- 2.04% |
$16.6K - $18.3K
|
10.6K
$943K
|
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-226- 0.84% |
$17K - $18.8K
|
26.7K
$2.38M
|
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-227- 4.07% |
$17K - $18.8K
|
5.35K
$477K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-231- 1.37% |
$17.3K - $19.2K
|
16.7K
$1.48M
|
|
|
Feb 07, 2025
Q4 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-233- 1.04% |
$17.5K - $19.3K
|
22.2K
$1.98M
|
|
|
Feb 11, 2025
Q4 2024
|
Truepoint, Inc.
|
SELL
|
- |
-235- 1.65% |
$17.6K - $19.5K
|
14K
$1.25M
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-240- 0.89% |
$18K - $19.9K
|
26.7K
$2.38M
|
|
|
Feb 26, 2025
Q4 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
SELL
|
- |
-241- 6.07% |
$18.1K - $20K
|
3.73K
$332K
|
|
|
Feb 11, 2025
Q4 2024
|
Palisade Asset Management, LLC
|
SELL
|
- |
-245- 0.65% |
$18.4K - $20.3K
|
37.5K
$3.34M
|
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-250- 1.35% |
$18.8K - $20.7K
|
18.3K
$1.63M
|
|
|
Jan 30, 2025
Q4 2024
|
Congress Asset Management CO
|
SELL
|
- |
-250- 0.96% |
$18.8K - $20.7K
|
25.8K
$2.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Acas, LLC
|
SELL
|
- |
-250- 0.81% |
$18.8K - $20.7K
|
30.6K
$2.72M
|
|
|
Feb 14, 2025
Q4 2024
|
Esl Trust Services, LLC
|
SELL
|
- |
-250- 2.48% |
$18.8K - $20.7K
|
9.82K
$875K
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-252- 4.99% |
$18.9K - $20.9K
|
4.8K
$427K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-256- 1.34% |
$19.2K - $21.2K
|
18.8K
$1.67M
|
|
|
Feb 13, 2025
Q4 2024
|
Caerus Investment Advisors, LLC
|
SELL
|
- |
-256- 0.33% |
$19.2K - $21.2K
|
76.5K
$6.81M
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-261- 1.17% |
$19.6K - $21.7K
|
22K
$1.96M
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-264- 0.27% |
$19.8K - $21.9K
|
96K
$8.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-266- 0.96% |
$20K - $22.1K
|
27.5K
$2.45M
|
|
|
Jan 28, 2025
Q4 2024
|
Axos Invest Inc.
Las Vegas, NV |
SELL
|
- |
-280- 5.42% |
$21K - $23.2K
|
4.89K
$436K
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-280- 0.07% |
$21K - $23.2K
|
379K
$33.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Northeast Investment Management
|
SELL
|
- |
-283- 2.13% |
$21.3K - $23.5K
|
13K
$1.16M
|
|
|
Jan 23, 2025
Q4 2024
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-288- 2.89% |
$21.6K - $23.9K
|
9.69K
$863K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-289- 1.2% |
$21.7K - $24K
|
23.8K
$2.12M
|
|
|
Jan 24, 2025
Q4 2024
|
Hfg Advisors, Inc.
|
SELL
|
- |
-290- 1.16% |
$21.8K - $24.1K
|
24.7K
$2.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Woodstock Corp
|
SELL
|
- |
-300- 1.02% |
$22.5K - $24.9K
|
29K
$2.58M
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-301- 4.72% |
$22.6K - $25K
|
6.08K
$541K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-305- 0.62% |
$22.9K - $25.3K
|
48.6K
$4.33M
|
|
|
Jan 30, 2025
Q4 2024
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-309- 0.41% |
$23.2K - $25.6K
|
75.9K
$6.76M
|
|
|
Jan 13, 2025
Q4 2024
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-315- 2.48% |
$23.7K - $26.1K
|
12.4K
$1.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Sargent Investment Group, LLC
|
SELL
|
- |
-320- 9.51% |
$24K - $26.6K
|
3.05K
$271K
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-327- 2.76% |
$24.6K - $27.1K
|
11.5K
$1.03M
|