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 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-15.1K- 10.95% |
$1.13M - $1.25M
|
122K
$9.93M
|
|
|
Feb 03, 2025
Q4 2024
|
Peoples Bank
|
SELL
|
- |
-15.2K- 60.72% |
$1.14M - $1.26M
|
9.83K
$797K
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-15.6K- 7.94% |
$1.17M - $1.29M
|
181K
$14.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Mkd Wealth Coaches, LLC
Troy, MI |
SELL
|
- |
-15.7K- 70.71% |
$1.18M - $1.31M
|
6.51K
$528K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-15.8K- 1.18% |
$1.18M - $1.31M
|
1.32M
$107M
|
|
|
Feb 14, 2025
Q4 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-16.1K- 27.15% |
$1.21M - $1.34M
|
43.3K
$3.51M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-16.3K- 41.89% |
$1.22M - $1.35M
|
22.6K
$1.83M
|
|
|
Feb 11, 2025
Q4 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-16.5K- 0.8% |
$1.24M - $1.37M
|
2.05M
$166M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-16.5K- 11.16% |
$1.24M - $1.37M
|
132K
$10.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-16.5K- 76.39% |
$1.24M - $1.37M
|
5.11K
$415K
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-18.4K- 40.64% |
$1.38M - $1.53M
|
26.9K
$2.18M
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
SELL
|
- |
-18.5K- 47.52% |
$1.39M - $1.54M
|
20.5K
$1.66M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-18.8K- 6.1% |
$1.42M - $1.56M
|
290K
$23.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-20K- 2.37% |
$1.51M - $1.66M
|
825K
$66.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-20.5K- 3.75% |
$1.54M - $1.7M
|
526K
$42.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-22.1K- 86.9% |
$1.66M - $1.83M
|
3.33K
$270K
|
|
|
Jan 24, 2025
Q4 2024
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-22.1K- 6.66% |
$1.66M - $1.84M
|
310K
$25.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-22.5K- 85.92% |
$1.69M - $1.87M
|
3.69K
$299K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-22.5K- 8.96% |
$1.69M - $1.87M
|
229K
$18.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-22.8K- 1.12% |
$1.71M - $1.89M
|
2.02M
$164M
|
|
|
Feb 14, 2025
Q4 2024
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-23.1K- 4.39% |
$1.73M - $1.92M
|
503K
$40.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
SELL
|
- |
-23.1K- 75.17% |
$1.73M - $1.92M
|
7.63K
$619K
|
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-23.7K- 65.24% |
$1.78M - $1.97M
|
12.7K
$1.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-23.9K- 86.06% |
$1.8M - $1.99M
|
3.87K
$314K
|
|
|
Feb 14, 2025
Q4 2024
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-24.1K- 72.1% |
$1.81M - $2M
|
9.34K
$757K
|
|
|
Feb 10, 2025
Q4 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-24.2K- 1.05% |
$1.82M - $2.01M
|
2.27M
$184M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-24.2K- 2.11% |
$1.82M - $2.01M
|
1.12M
$91M
|
|
|
Feb 13, 2025
Q4 2024
|
Select Asset Management & Trust
Mechanicsburg, PA |
SELL
|
- |
-24.2K- 18.76% |
$1.82M - $2.01M
|
105K
$8.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Connable Office Inc
|
SELL
|
- |
-24.8K- 8.88% |
$1.86M - $2.06M
|
254K
$20.6M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-25.5K- 18.5% |
$1.91M - $2.12M
|
112K
$9.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Harvest Investment Services, LLC
|
SELL
|
- |
-26.4K- 72.28% |
$1.99M - $2.19M
|
10.1K
$822K
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-26.5K- 5.15% |
$1.99M - $2.2M
|
489K
$39.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-28.1K- 99.91% |
$2.11M - $2.34M
|
26
$2.11K
|
|
|
Feb 05, 2025
Q4 2024
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-29.5KClosed |
$2.22M - $2.45M
|
0
$0
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-29.7K- 1.57% |
$2.23M - $2.46M
|
1.86M
$151M
|
|
|
Feb 14, 2025
Q4 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-29.8K- 18.32% |
$2.24M - $2.47M
|
133K
$10.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-29.9K- 29.57% |
$2.24M - $2.48M
|
71.1K
$5.77M
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
SELL
|
- |
-31.2K- 3.99% |
$2.34M - $2.59M
|
750K
$60.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-31.3K- 97.32% |
$2.35M - $2.6M
|
862
$69.9K
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
SELL
|
- |
-32.1K- 45.48% |
$2.41M - $2.67M
|
38.5K
$3.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-32.3K- 97.39% |
$2.43M - $2.68M
|
866
$70.2K
|
|
|
Jan 07, 2025
Q4 2024
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-33.8K- 92.51% |
$2.54M - $2.81M
|
2.74K
$222K
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-34.3K- 24.37% |
$2.57M - $2.85M
|
106K
$8.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-37.1K- 2.95% |
$2.78M - $3.08M
|
1.22M
$98.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-37.1K- 5.6% |
$2.78M - $3.08M
|
625K
$50.7M
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-37.4K- 56.68% |
$2.81M - $3.1M
|
28.6K
$2.32M
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-37.4K- 95.04% |
$2.81M - $3.1M
|
1.95K
$158K
|
|
|
Jan 29, 2025
Q4 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-37.5K- 85.4% |
$2.82M - $3.11M
|
6.41K
$520K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-38.9K- 2.19% |
$2.92M - $3.23M
|
1.74M
$141M
|
|
|
Jan 22, 2025
Q4 2024
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-39.3K- 79.0% |
$2.95M - $3.26M
|
10.4K
$847K
|