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 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
46K+ 350.69% |
$3.46M - $3.82M
|
59.2K
$4.8M
|
|
|
Jan 21, 2025
Q4 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
44.9K+ 86.39% |
$3.37M - $3.73M
|
96.9K
$7.86M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
43.9K+ 12.51% |
$3.3M - $3.64M
|
395K
$32M
|
|
|
Feb 12, 2025
Q4 2024
|
Stone X Group Inc.
|
BUY
|
- |
43.8K+ 18.4% |
$3.29M - $3.64M
|
282K
$22.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
42.8K+ 7.42% |
$3.22M - $3.56M
|
620K
$50.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
42.6KNew |
$3.2M - $3.54M
|
42.6K
$3.46M
|
|
|
Apr 15, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
42.5KNew |
$3.19M - $3.52M
|
42.5K
$3.44M
|
|
|
Feb 06, 2025
Q4 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
40.8K+ 4.79% |
$3.06M - $3.38M
|
892K
$72.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
38.4K+ 16.68% |
$2.88M - $3.19M
|
269K
$21.8M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
38.3KNew |
$2.87M - $3.18M
|
38.3K
$3.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
38.2KNew |
$2.87M - $3.17M
|
38.2K
$3.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
BUY
|
- |
37.6KNew |
$2.82M - $3.12M
|
37.6K
$3.05M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
36.9K+ 28.92% |
$2.77M - $3.06M
|
165K
$13.3M
|
|
|
Feb 18, 2025
Q4 2024
|
Breakthru Advisory Services, LLC
Muskego, WI |
BUY
|
- |
36.7KNew |
$2.76M - $3.05M
|
36.7K
$2.98M
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
36.6K+ 21.53% |
$2.75M - $3.03M
|
206K
$16.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
36.1K+ 197.39% |
$2.71M - $2.99M
|
54.3K
$4.41M
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
35K+ 18.64% |
$2.63M - $2.9M
|
223K
$18.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Advantage, Inc.
|
BUY
|
- |
34.8K+ 59.21% |
$2.62M - $2.89M
|
93.7K
$7.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
33K+ 27.91% |
$2.48M - $2.74M
|
151K
$12.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
32.7KNew |
$2.46M - $2.72M
|
32.7K
$2.65M
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
32.5K+ 92.92% |
$2.44M - $2.7M
|
67.5K
$5.47M
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
32.2KNew |
$2.42M - $2.67M
|
32.2K
$2.61M
|
|
|
Feb 14, 2025
Q4 2024
|
South Plains Financial, Inc.
Lubbock, TX |
BUY
|
- |
32KNew |
$2.4M - $2.66M
|
32K
$2.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
31.9K+ 8.73% |
$2.4M - $2.65M
|
398K
$32.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Riverbridge Partners LLC
|
BUY
|
- |
31.7KNew |
$2.38M - $2.63M
|
31.7K
$2.57M
|
|
|
Jan 27, 2025
Q4 2024
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
31.3KNew |
$2.35M - $2.6M
|
31.3K
$2.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
30.7K+ 357.42% |
$2.31M - $2.55M
|
39.3K
$3.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
30.7KNew |
$2.3M - $2.54M
|
30.7K
$2.49M
|
|
|
Feb 05, 2025
Q4 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
30.3K+ 7.29% |
$2.28M - $2.52M
|
447K
$36.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
30.3K+ 60.45% |
$2.28M - $2.51M
|
80.4K
$6.52M
|
|
|
Jan 13, 2025
Q4 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
30.2KNew |
$2.27M - $2.51M
|
30.2K
$2.45M
|
|
|
Jan 23, 2025
Q4 2024
|
Cmg Global Holdings, LLC
|
BUY
|
- |
28.6K+ 1197.24% |
$2.15M - $2.38M
|
31K
$2.52M
|
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
28.5KNew |
$2.14M - $2.37M
|
28.5K
$2.31M
|
|
|
Feb 13, 2025
Q4 2024
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
27.8KNew |
$2.09M - $2.31M
|
27.8K
$2.25M
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
27.8K+ 10.77% |
$2.09M - $2.3M
|
285K
$23.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
27.1K+ 15.97% |
$2.04M - $2.25M
|
197K
$16M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
26.7K+ 1.79% |
$2.01M - $2.22M
|
1.52M
$124M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
26.5K+ 1.58% |
$1.99M - $2.2M
|
1.7M
$138M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
26.2K+ 8.09% |
$1.97M - $2.18M
|
350K
$28.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Imc Chicago, LLC
|
BUY
|
- |
25.3K+ 202.33% |
$1.9M - $2.1M
|
37.9K
$3.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
25.2K+ 262.06% |
$1.89M - $2.09M
|
34.8K
$2.82M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
25K+ 4.49% |
$1.88M - $2.07M
|
581K
$47.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
24.8K+ 22.1% |
$1.86M - $2.06M
|
137K
$11.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
24.6KNew |
$1.85M - $2.04M
|
24.6K
$1.99M
|
|
|
Feb 07, 2025
Q4 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
24K+ 8.38% |
$1.81M - $1.99M
|
311K
$25.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
23.7K+ 353.21% |
$1.78M - $1.97M
|
30.5K
$2.47M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
22.9K+ 31.78% |
$1.72M - $1.9M
|
95.1K
$7.71M
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
22.9K+ 17.47% |
$1.72M - $1.9M
|
154K
$12.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
22.4K+ 2.97% |
$1.69M - $1.86M
|
777K
$63M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
21.4K+ 4.87% |
$1.61M - $1.78M
|
462K
$37.4M
|