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 11, 2025
Q4 2024
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-9.24K- 3.58% |
$694K - $766K
|
249K
$20.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-9.25K- 12.71% |
$695K - $768K
|
63.6K
$5.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-9.27K- 55.44% |
$696K - $770K
|
7.45K
$610K
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-9.28K- 10.22% |
$697K - $770K
|
81.5K
$6.67M
|
|
|
Jan 22, 2025
Q4 2024
|
Patton Fund Management, Inc.
|
SELL
|
- |
-9.97K- 4.74% |
$749K - $828K
|
201K
$16.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-10.1K- 6.01% |
$755K - $835K
|
157K
$12.9M
|
|
|
Feb 13, 2025
Q4 2024
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-10.3K- 29.3% |
$773K - $855K
|
24.9K
$2.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-10.4K- 1.58% |
$780K - $862K
|
649K
$53.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-10.4K- 8.3% |
$781K - $863K
|
115K
$9.39M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-10.5K- 25.82% |
$792K - $875K
|
30.3K
$2.48M
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-10.7K- 4.65% |
$807K - $892K
|
220K
$18M
|
|
|
Feb 14, 2025
Q4 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-10.8K- 6.35% |
$808K - $892K
|
159K
$13M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-10.8K- 6.3% |
$809K - $894K
|
160K
$13.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-11.1K- 23.58% |
$837K - $925K
|
36.1K
$2.96M
|
|
|
Feb 07, 2025
Q4 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-11.2K- 23.0% |
$839K - $927K
|
37.4K
$3.06M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-11.7K- 0.99% |
$875K - $967K
|
1.17M
$95.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-11.7K- 3.49% |
$881K - $973K
|
324K
$26.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-11.8K- 4.27% |
$883K - $975K
|
264K
$21.6M
|
|
|
Jan 15, 2025
Q4 2024
|
In Track Investment Management Inc
|
SELL
|
- |
-11.9K- 39.25% |
$894K - $988K
|
18.4K
$1.51M
|
|
|
Feb 13, 2025
Q4 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-12K- 9.09% |
$901K - $996K
|
120K
$9.82M
|
|
|
Feb 13, 2025
Q4 2024
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
SELL
|
- |
-12.1K- 5.78% |
$907K - $1M
|
197K
$16.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-12.3K- 31.35% |
$927K - $1.02M
|
27K
$2.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-12.4K- 38.3% |
$933K - $1.03M
|
20K
$1.64M
|
|
|
Feb 11, 2025
Q4 2024
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-12.5K- 16.6% |
$939K - $1.04M
|
62.8K
$5.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-12.6K- 25.56% |
$946K - $1.05M
|
36.7K
$3M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-12.6K- 84.8% |
$947K - $1.05M
|
2.26K
$185K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-12.7K- 7.06% |
$951K - $1.05M
|
167K
$13.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
SELL
|
- |
-12.7K- 42.94% |
$952K - $1.05M
|
16.8K
$1.38M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-13.3K- 36.6% |
$998K - $1.1M
|
23K
$1.88M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-13.7K- 43.66% |
$1.03M - $1.14M
|
17.7K
$1.45M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-14K- 5.41% |
$1.05M - $1.17M
|
246K
$20.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Prism Advisors, Inc.
|
SELL
|
- |
-14.2K- 17.7% |
$1.07M - $1.18M
|
66K
$5.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-14.3K- 8.74% |
$1.07M - $1.19M
|
149K
$12.2M
|
|
|
Feb 13, 2025
Q4 2024
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-14.3K- 22.69% |
$1.08M - $1.19M
|
48.9K
$4M
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-14.4K- 18.05% |
$1.08M - $1.19M
|
65.2K
$5.33M
|
|
|
Feb 12, 2025
Q4 2024
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-14.9KClosed |
$1.12M - $1.24M
|
0
$0
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-15.1K- 10.95% |
$1.13M - $1.25M
|
122K
$10M
|
|
|
Feb 03, 2025
Q4 2024
|
Peoples Bank
|
SELL
|
- |
-15.2K- 60.72% |
$1.14M - $1.26M
|
9.83K
$804K
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-15.6K- 7.94% |
$1.17M - $1.29M
|
181K
$14.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Mkd Wealth Coaches, LLC
Troy, MI |
SELL
|
- |
-15.7K- 70.71% |
$1.18M - $1.31M
|
6.51K
$533K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-15.8K- 1.18% |
$1.18M - $1.31M
|
1.32M
$108M
|
|
|
Feb 14, 2025
Q4 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-16.1K- 27.15% |
$1.21M - $1.34M
|
43.3K
$3.54M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-16.3K- 41.89% |
$1.22M - $1.35M
|
22.6K
$1.85M
|
|
|
Feb 11, 2025
Q4 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-16.5K- 0.8% |
$1.24M - $1.37M
|
2.05M
$168M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-16.5K- 11.16% |
$1.24M - $1.37M
|
132K
$10.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-16.5K- 76.39% |
$1.24M - $1.37M
|
5.11K
$418K
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-18.4K- 40.64% |
$1.38M - $1.53M
|
26.9K
$2.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
SELL
|
- |
-18.5K- 47.52% |
$1.39M - $1.54M
|
20.5K
$1.68M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-18.8K- 6.1% |
$1.42M - $1.56M
|
290K
$23.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-20K- 2.37% |
$1.51M - $1.66M
|
825K
$67.5M
|