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 13, 2025
Q4 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-12K- 9.09% |
$901K - $996K
|
120K
$10.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
SELL
|
- |
-12.1K- 5.78% |
$907K - $1M
|
197K
$17.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-12.3K- 31.35% |
$927K - $1.02M
|
27K
$2.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-12.4K- 38.3% |
$933K - $1.03M
|
20K
$1.78M
|
|
|
Feb 11, 2025
Q4 2024
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-12.5K- 16.6% |
$939K - $1.04M
|
62.8K
$5.59M
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-12.6K- 25.56% |
$946K - $1.05M
|
36.7K
$3.27M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-12.6K- 84.8% |
$947K - $1.05M
|
2.26K
$201K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-12.7K- 7.06% |
$951K - $1.05M
|
167K
$14.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
SELL
|
- |
-12.7K- 42.94% |
$952K - $1.05M
|
16.8K
$1.5M
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-12.8K- 28.32% |
$960K - $1.06M
|
32.4K
$2.88M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-13.1K- 20.49% |
$987K - $1.09M
|
51K
$4.54M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-13.3K- 36.6% |
$998K - $1.1M
|
23K
$2.05M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-13.7K- 43.66% |
$1.03M - $1.14M
|
17.7K
$1.58M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-14K- 5.41% |
$1.05M - $1.17M
|
246K
$21.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Prism Advisors, Inc.
|
SELL
|
- |
-14.2K- 17.7% |
$1.07M - $1.18M
|
66K
$5.88M
|
|
|
Jan 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-14.3K- 8.74% |
$1.07M - $1.19M
|
149K
$13.3M
|
|
|
Feb 13, 2025
Q4 2024
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-14.3K- 22.69% |
$1.08M - $1.19M
|
48.9K
$4.35M
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-14.4K- 18.05% |
$1.08M - $1.19M
|
65.2K
$5.81M
|
|
|
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
$10.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Peoples Bank
|
SELL
|
- |
-15.2K- 60.72% |
$1.14M - $1.26M
|
9.83K
$876K
|
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-15.6K- 7.94% |
$1.17M - $1.29M
|
181K
$16.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Mkd Wealth Coaches, LLC
Troy, MI |
SELL
|
- |
-15.7K- 70.71% |
$1.18M - $1.31M
|
6.51K
$580K
|
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-15.8K- 1.18% |
$1.18M - $1.31M
|
1.32M
$118M
|
|
|
Feb 14, 2025
Q4 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-16.1K- 27.15% |
$1.21M - $1.34M
|
43.3K
$3.86M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-16.3K- 41.89% |
$1.22M - $1.35M
|
22.6K
$2.01M
|
|
|
May 14, 2025
Q4 2024
|
United Bank
Vienna, VA |
SELL
|
- |
-16.4K- 34.03% |
$1.23M - $1.36M
|
31.8K
$2.83M
|
|
|
Feb 11, 2025
Q4 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-16.5K- 0.8% |
$1.24M - $1.37M
|
2.05M
$183M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-16.5K- 11.16% |
$1.24M - $1.37M
|
132K
$11.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-16.5K- 76.39% |
$1.24M - $1.37M
|
5.11K
$455K
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-18.4K- 40.64% |
$1.38M - $1.53M
|
26.9K
$2.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
SELL
|
- |
-18.5K- 47.52% |
$1.39M - $1.54M
|
20.5K
$1.82M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-18.8K- 6.1% |
$1.42M - $1.56M
|
290K
$25.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-20K- 2.37% |
$1.51M - $1.66M
|
825K
$73.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-20.5K- 3.75% |
$1.54M - $1.7M
|
526K
$46.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-22.1K- 86.9% |
$1.66M - $1.83M
|
3.33K
$296K
|
|
|
Jan 24, 2025
Q4 2024
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-22.1K- 6.66% |
$1.66M - $1.84M
|
310K
$27.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-22.5K- 85.92% |
$1.69M - $1.87M
|
3.69K
$329K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-22.5K- 8.96% |
$1.69M - $1.87M
|
229K
$20.4M
|
|
|
May 29, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-22.6K- 22.0% |
$1.7M - $1.87M
|
80.1K
$7.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-22.8K- 1.12% |
$1.71M - $1.89M
|
2.02M
$180M
|
|
|
Feb 14, 2025
Q4 2024
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-23.1K- 4.39% |
$1.73M - $1.92M
|
503K
$44.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
SELL
|
- |
-23.1K- 75.17% |
$1.73M - $1.92M
|
7.63K
$680K
|
|
|
May 29, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-23.3K- 73.6% |
$1.75M - $1.93M
|
8.34K
$743K
|
|
|
May 30, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-23.3K- 73.6% |
$1.75M - $1.93M
|
8.34K
$743K
|
|
|
Feb 11, 2025
Q4 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-23.7K- 65.24% |
$1.78M - $1.97M
|
12.7K
$1.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-23.9K- 86.06% |
$1.8M - $1.99M
|
3.87K
$345K
|
|
|
Feb 14, 2025
Q4 2024
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-24.1K- 72.1% |
$1.81M - $2M
|
9.34K
$832K
|
|
|
Feb 10, 2025
Q4 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-24.2K- 1.05% |
$1.82M - $2.01M
|
2.27M
$202M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-24.2K- 2.11% |
$1.82M - $2.01M
|
1.12M
$99.9M
|