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 17, 2025
Q4 2024
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
10.5KNew |
$788K - $871K
|
10.5K
$844K
|
|
|
Jan 23, 2025
Q4 2024
|
Brewster Financial Planning LLC
|
BUY
|
- |
10.5K+ 3.55% |
$785K - $868K
|
305K
$24.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
10.4KNew |
$783K - $866K
|
10.4K
$838K
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
BUY
|
- |
10.3K+ 17.21% |
$776K - $858K
|
70.4K
$5.66M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
10.3KNew |
$774K - $856K
|
10.3K
$829K
|
|
|
Jan 30, 2025
Q4 2024
|
4 Thought Financial Group Inc.
|
BUY
|
- |
10.1K+ 11.85% |
$758K - $838K
|
95.3K
$7.66M
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
9.94K+ 47.89% |
$746K - $825K
|
30.7K
$2.47M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
9.87K+ 54.37% |
$741K - $819K
|
28K
$2.25M
|
|
|
Jan 28, 2025
Q4 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
9.61KNew |
$721K - $797K
|
9.61K
$772K
|
|
|
Jan 07, 2025
Q4 2024
|
Innova Wealth Partners
|
BUY
|
- |
9.47KNew |
$711K - $786K
|
9.47K
$761K
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
9.42K+ 1959.25% |
$708K - $782K
|
9.91K
$796K
|
|
|
Feb 05, 2025
Q4 2024
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
9.3KNew |
$699K - $772K
|
9.3K
$748K
|
|
|
Jan 30, 2025
Q4 2024
|
Nyl Investors LLC
New York, NY |
BUY
|
- |
9.3KNew |
$698K - $772K
|
9.3K
$747K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
9.07K+ 1.32% |
$681K - $753K
|
697K
$56M
|
|
|
Jan 21, 2025
Q4 2024
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
8.68KNew |
$652K - $721K
|
8.68K
$698K
|
|
|
Feb 04, 2025
Q4 2024
|
Hardman Johnston Global Advisors LLC
|
BUY
|
- |
8.62KNew |
$647K - $715K
|
8.62K
$693K
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
8.55K+ 1.13% |
$642K - $710K
|
765K
$61.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
8.54KNew |
$641K - $708K
|
8.54K
$686K
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
8.46KNew |
$636K - $702K
|
8.46K
$680K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
8.42K+ 6.67% |
$632K - $699K
|
135K
$10.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
8.4K+ 5.93% |
$631K - $697K
|
150K
$12.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
8.32KNew |
$625K - $691K
|
8.32K
$669K
|
|
|
Jan 08, 2025
Q4 2024
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
8.13KNew |
$610K - $675K
|
8.13K
$653K
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
7.81K+ 130.78% |
$587K - $648K
|
13.8K
$1.11M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
7.74KNew |
$581K - $642K
|
7.74K
$622K
|
|
|
Feb 03, 2025
Q4 2024
|
Hardy Reed LLC
|
BUY
|
- |
7.67KNew |
$576K - $637K
|
7.67K
$616K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
7.56K+ 4.97% |
$568K - $627K
|
160K
$12.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
7.31K+ 15.39% |
$549K - $607K
|
54.8K
$4.41M
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
7.2KNew |
$540K - $597K
|
7.2K
$578K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
7.15K+ 4.54% |
$537K - $593K
|
165K
$13.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Btc Capital Management, Inc.
|
BUY
|
- |
7.13K+ 1.59% |
$535K - $591K
|
457K
$36.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Ping Capital Management, Inc.
New York, NY |
BUY
|
- |
7.1K+ 136.54% |
$533K - $589K
|
12.3K
$989K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
7.1K+ 19.38% |
$533K - $589K
|
43.7K
$3.51M
|
|
|
Jan 29, 2025
Q4 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
6.9K+ 46.76% |
$518K - $573K
|
21.7K
$1.74M
|
|
|
Jan 16, 2025
Q4 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
6.72K+ 2.91% |
$505K - $558K
|
238K
$19.1M
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
BUY
|
- |
6.72K+ 8.66% |
$504K - $557K
|
84.3K
$6.77M
|
|
|
Jan 30, 2025
Q4 2024
|
Amarillo National Bank
|
BUY
|
- |
6.48K+ 5.12% |
$486K - $537K
|
133K
$10.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Center Star Asset Management, LLC
|
BUY
|
- |
6.42KNew |
$482K - $533K
|
6.42K
$516K
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
6.4K+ 4.27% |
$480K - $531K
|
156K
$12.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
6.33K+ 79.07% |
$475K - $525K
|
14.3K
$1.15M
|
|
|
Jan 23, 2025
Q4 2024
|
Ofc Financial Planning, LLC
Short Hills, NJ |
BUY
|
- |
6.22KNew |
$467K - $516K
|
6.22K
$500K
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
BUY
|
- |
6.18KNew |
$464K - $513K
|
6.18K
$496K
|
|
|
Feb 05, 2025
Q4 2024
|
Hickory Point Bank & Trust
Decatur, IL |
BUY
|
- |
6.11KNew |
$458K - $507K
|
6.11K
$491K
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
5.93K+ 19.65% |
$445K - $492K
|
36.1K
$2.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
5.87K+ 3.31% |
$441K - $487K
|
183K
$14.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Signify Wealth
|
BUY
|
- |
5.77K+ 12.32% |
$434K - $479K
|
52.6K
$4.23M
|
|
|
Jan 31, 2025
Q4 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
5.76K+ 2.53% |
$432K - $478K
|
233K
$18.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Bonfire Financial
Colorado Springs, CO |
BUY
|
- |
5.65KNew |
$424K - $469K
|
5.65K
$454K
|
|
|
Jan 14, 2025
Q4 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
5.34K+ 7.84% |
$401K - $443K
|
73.5K
$5.9M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5.26K+ 6.4% |
$395K - $437K
|
87.5K
$7.03M
|