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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-539- 2.2% |
$40.5K - $44.7K
|
23.9K
$2.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-541- 4.55% |
$40.6K - $44.9K
|
11.4K
$1.01M
|
|
|
Feb 18, 2025
Q4 2024
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-550- 1.48% |
$41.3K - $45.6K
|
36.5K
$3.25M
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-551- 6.5% |
$41.4K - $45.7K
|
7.92K
$706K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-556- 4.0% |
$41.8K - $46.1K
|
13.4K
$1.19M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-565- 0.45% |
$42.4K - $46.9K
|
125K
$11.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-568- 7.15% |
$42.7K - $47.1K
|
7.38K
$657K
|
|
|
Jan 14, 2025
Q4 2024
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-571- 0.49% |
$42.9K - $47.4K
|
117K
$10.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-571- 3.87% |
$42.9K - $47.4K
|
14.2K
$1.26M
|
|
|
Jan 15, 2025
Q4 2024
|
Perkins Coie Trust CO
|
SELL
|
- |
-590- 20.62% |
$44.3K - $49K
|
2.27K
$202K
|
|
|
Feb 12, 2025
Q4 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-597- 3.65% |
$44.8K - $49.5K
|
15.8K
$1.41M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-599- 91.87% |
$45K - $49.7K
|
53
$4.72K
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-601- 2.24% |
$45.1K - $49.9K
|
26.2K
$2.34M
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-610- 2.46% |
$45.8K - $50.6K
|
24.2K
$2.16M
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-618- 0.85% |
$46.4K - $51.3K
|
71.9K
$6.41M
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-622- 4.38% |
$46.7K - $51.6K
|
13.6K
$1.21M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-629- 0.75% |
$47.2K - $52.2K
|
83.1K
$7.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-630- 6.72% |
$47.3K - $52.3K
|
8.75K
$779K
|
|
|
Jan 30, 2025
Q4 2024
|
Members Trust CO
|
SELL
|
- |
-637- 4.81% |
$47.8K - $52.9K
|
12.6K
$1.12M
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
SELL
|
- |
-643- 2.38% |
$48.3K - $53.4K
|
26.3K
$2.35M
|
|
|
Jan 28, 2025
Q4 2024
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-644- 18.59% |
$48.4K - $53.4K
|
2.82K
$251K
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-645- 8.13% |
$48.4K - $53.5K
|
7.29K
$649K
|
|
|
Jan 21, 2025
Q4 2024
|
Monte Financial Group, LLC
|
SELL
|
- |
-650- 9.44% |
$48.8K - $53.9K
|
6.24K
$556K
|
|
|
Feb 10, 2025
Q4 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-650- 5.65% |
$48.8K - $53.9K
|
10.9K
$967K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-652- 15.3% |
$49K - $54.1K
|
3.61K
$322K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-655- 1.34% |
$49.2K - $54.4K
|
48.3K
$4.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-656- 0.62% |
$49.3K - $54.4K
|
106K
$9.42M
|
|
|
Jan 28, 2025
Q4 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-661- 2.94% |
$49.6K - $54.9K
|
21.8K
$1.95M
|
|
|
Feb 18, 2025
Q4 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-670- 3.91% |
$50.3K - $55.6K
|
16.5K
$1.47M
|
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-704- 1.11% |
$52.9K - $58.4K
|
62.9K
$5.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Mechanics Financial Corp
|
SELL
|
- |
-706- 0.6% |
$53K - $58.6K
|
118K
$10.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-709- 8.15% |
$53.2K - $58.8K
|
7.99K
$712K
|
|
|
Feb 13, 2025
Q4 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-712- 20.12% |
$53.5K - $59.1K
|
2.83K
$252K
|
|
|
Jan 13, 2025
Q4 2024
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-725- 5.21% |
$54.4K - $60.2K
|
13.2K
$1.18M
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-735- 7.06% |
$55.2K - $61K
|
9.67K
$862K
|
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-744- 13.79% |
$55.9K - $61.7K
|
4.65K
$414K
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-746- 2.07% |
$56K - $61.9K
|
35.2K
$3.14M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-750- 3.56% |
$56.3K - $62.2K
|
20.3K
$1.81M
|
|
|
Feb 03, 2025
Q4 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-765- 15.2% |
$57.5K - $63.5K
|
4.27K
$380K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-765- 2.02% |
$57.5K - $63.5K
|
37.1K
$3.31M
|
|
|
Jan 17, 2025
Q4 2024
|
Bill Few Associates, Inc.
|
SELL
|
- |
-794- 22.38% |
$59.6K - $65.9K
|
2.75K
$245K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-796- 0.17% |
$59.8K - $66.1K
|
458K
$40.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-798- 2.68% |
$59.9K - $66.2K
|
28.9K
$2.58M
|
|
|
Feb 03, 2025
Q4 2024
|
Bray Capital Advisors
|
SELL
|
- |
-800- 1.17% |
$60.1K - $66.4K
|
67.5K
$6.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Sepio Capital, LP
|
SELL
|
- |
-800- 1.12% |
$60.1K - $66.4K
|
70.5K
$6.28M
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-809- 1.84% |
$60.8K - $67.1K
|
43.1K
$3.84M
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-812- 3.04% |
$61K - $67.4K
|
25.9K
$2.3M
|
|
|
Feb 21, 2025
Q4 2024
|
Gould Capital, LLC
|
SELL
|
- |
-812- 91.86% |
$61K - $67.4K
|
72
$6.41K
|
|
|
Jan 10, 2025
Q4 2024
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-817- 11.91% |
$61.4K - $67.8K
|
6.04K
$538K
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-820- 8.67% |
$61.6K - $68.1K
|
8.64K
$769K
|