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
|
Select Asset Management & Trust
Mechanicsburg, PA |
SELL
|
- |
-24.2K- 18.76% |
$1.82M - $2.01M
|
105K
$9.34M
|
|
|
Feb 05, 2025
Q4 2024
|
Connable Office Inc
|
SELL
|
- |
-24.8K- 8.88% |
$1.86M - $2.06M
|
254K
$22.6M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-25.5K- 18.5% |
$1.91M - $2.12M
|
112K
$10M
|
|
|
Feb 14, 2025
Q4 2024
|
Harvest Investment Services, LLC
|
SELL
|
- |
-26.4K- 72.28% |
$1.99M - $2.19M
|
10.1K
$903K
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-26.5K- 5.15% |
$1.99M - $2.2M
|
489K
$43.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-28.1K- 99.91% |
$2.11M - $2.34M
|
26
$2.32K
|
|
|
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
$166M
|
|
|
Feb 14, 2025
Q4 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-29.8K- 18.32% |
$2.24M - $2.47M
|
133K
$11.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-29.9K- 29.57% |
$2.24M - $2.48M
|
71.1K
$6.33M
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
SELL
|
- |
-31.2K- 3.99% |
$2.34M - $2.59M
|
750K
$66.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-31.3K- 97.32% |
$2.35M - $2.6M
|
862
$76.8K
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
SELL
|
- |
-32.1K- 45.48% |
$2.41M - $2.67M
|
38.5K
$3.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-32.3K- 97.39% |
$2.43M - $2.68M
|
866
$77.1K
|
|
|
Jan 07, 2025
Q4 2024
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-33.8K- 92.51% |
$2.54M - $2.81M
|
2.74K
$244K
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-34.3K- 24.37% |
$2.57M - $2.85M
|
106K
$9.48M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-37.1K- 2.95% |
$2.78M - $3.08M
|
1.22M
$109M
|
|
|
Feb 14, 2025
Q4 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-37.1K- 5.6% |
$2.78M - $3.08M
|
625K
$55.7M
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-37.4K- 56.68% |
$2.81M - $3.1M
|
28.6K
$2.54M
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-37.4K- 95.04% |
$2.81M - $3.1M
|
1.95K
$174K
|
|
|
Jan 29, 2025
Q4 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-37.5K- 85.4% |
$2.82M - $3.11M
|
6.41K
$571K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-38.9K- 2.19% |
$2.92M - $3.23M
|
1.74M
$155M
|
|
|
Jan 22, 2025
Q4 2024
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-39.3K- 79.0% |
$2.95M - $3.26M
|
10.4K
$930K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-39.9K- 2.69% |
$3M - $3.31M
|
1.44M
$128M
|
|
|
Feb 11, 2025
Q4 2024
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-40.4K- 55.43% |
$3.03M - $3.35M
|
32.5K
$2.89M
|
|
|
Feb 13, 2025
Q4 2024
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-40.5K- 54.31% |
$3.04M - $3.36M
|
34.1K
$3.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-44.3K- 2.59% |
$3.33M - $3.68M
|
1.67M
$149M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-44.5K- 7.05% |
$3.34M - $3.69M
|
587K
$52.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-45.5K- 6.09% |
$3.42M - $3.78M
|
701K
$62.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-45.9K- 7.1% |
$3.44M - $3.81M
|
600K
$53.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-46.4K- 11.14% |
$3.48M - $3.85M
|
370K
$33M
|
|
|
Feb 14, 2025
Q4 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-48.7K- 48.56% |
$3.66M - $4.04M
|
51.6K
$4.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-51.7K- 39.24% |
$3.88M - $4.29M
|
80.1K
$7.14M
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-51.8K- 72.92% |
$3.89M - $4.3M
|
19.2K
$1.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-54.5K- 97.59% |
$4.09M - $4.52M
|
1.35K
$120K
|
|
|
Feb 13, 2025
Q4 2024
|
Miller Investment Management, LP
West Conshohocken, PA |
SELL
|
- |
-55.5K- 6.26% |
$4.16M - $4.6M
|
831K
$74M
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-56.1K- 5.81% |
$4.21M - $4.65M
|
908K
$80.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
SELL
|
- |
-56.7K- 21.26% |
$4.26M - $4.7M
|
210K
$18.7M
|
|
|
Apr 22, 2025
Q4 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-57.7K- 13.41% |
$4.33M - $4.78M
|
372K
$33.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-59.9K- 72.85% |
$4.49M - $4.97M
|
22.3K
$1.99M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-59.9K- 19.96% |
$4.5M - $4.97M
|
240K
$21.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-60.6K- 74.05% |
$4.55M - $5.03M
|
21.2K
$1.89M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-61.2K- 8.49% |
$4.6M - $5.08M
|
660K
$58.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-69.2K- 8.17% |
$5.2M - $5.74M
|
778K
$69.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-71.5K- 11.13% |
$5.37M - $5.94M
|
571K
$50.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-71.6K- 71.29% |
$5.38M - $5.95M
|
28.8K
$2.57M
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-73.9K- 82.19% |
$5.55M - $6.13M
|
16K
$1.43M
|
|
|
Feb 12, 2025
Q4 2024
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
SELL
|
- |
-75.4K- 11.94% |
$5.66M - $6.26M
|
556K
$49.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-76.6K- 84.11% |
$5.75M - $6.36M
|
14.5K
$1.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-77.1K- 12.06% |
$5.79M - $6.4M
|
563K
$50.1M
|