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 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
13K+ 39.92% |
$979K - $1.08M
|
45.7K
$3.71M
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
BUY
|
- |
12.9K+ 8.77% |
$972K - $1.07M
|
160K
$13M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
12.9KNew |
$965K - $1.07M
|
12.9K
$1.04M
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
12.8K+ 16.15% |
$962K - $1.06M
|
92.1K
$7.47M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
12.5K+ 1.36% |
$940K - $1.04M
|
934K
$75.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
12.4K+ 8.74% |
$932K - $1.03M
|
154K
$12.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
12.4K+ 7.87% |
$931K - $1.03M
|
170K
$13.8M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
12.4K+ 55.28% |
$928K - $1.03M
|
34.7K
$2.81M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
12.3K+ 26.77% |
$923K - $1.02M
|
58.2K
$4.72M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
12.2K+ 316.77% |
$919K - $1.02M
|
16.1K
$1.31M
|
|
|
Feb 14, 2025
Q4 2024
|
Tolleson Wealth Management, Inc.
Dallas, TX |
BUY
|
- |
11.9K+ 11.98% |
$894K - $988K
|
111K
$9.03M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
11.9K+ 5.3% |
$894K - $988K
|
236K
$19.2M
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
11.9K+ 5.3% |
$894K - $988K
|
236K
$19.2M
|
|
|
Mar 07, 2025
Q4 2024
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
11.7KNew |
$881K - $974K
|
11.7K
$951K
|
|
|
Jan 16, 2025
Q4 2024
|
Corundum Group, Inc.
|
BUY
|
- |
11.7K+ 9.05% |
$881K - $974K
|
141K
$11.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Maryland State Retirement & Pension System
|
BUY
|
- |
11.7K+ 35.76% |
$876K - $968K
|
44.3K
$3.59M
|
|
|
Jan 29, 2025
Q4 2024
|
Park Capital Management, LLC / Wi
Madison, WI |
BUY
|
- |
11.6KNew |
$872K - $964K
|
11.6K
$942K
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
11.5K+ 2.32% |
$867K - $958K
|
509K
$41.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
11.4K+ 57.34% |
$856K - $945K
|
31.3K
$2.54M
|
|
|
Jan 30, 2025
Q4 2024
|
Abc Arbitrage Sa
Paris, I0 |
BUY
|
- |
11.3KNew |
$849K - $938K
|
11.3K
$917K
|
|
|
Feb 12, 2025
Q4 2024
|
Partners In Financial Planning
Salem, VA |
BUY
|
- |
11.2KNew |
$839K - $927K
|
11.2K
$906K
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
11.1KNew |
$835K - $923K
|
11.1K
$902K
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
11K+ 3.46% |
$829K - $916K
|
331K
$26.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Pennington Partners & Co., LLC
Bethesda, MD |
BUY
|
- |
11KNew |
$828K - $915K
|
11K
$894K
|
|
|
Jan 14, 2025
Q4 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
10.9KNew |
$816K - $902K
|
10.9K
$881K
|
|
|
Feb 13, 2025
Q4 2024
|
Finward Bancorp
Munster, IN |
BUY
|
- |
10.8KNew |
$811K - $896K
|
10.8K
$876K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
10.8K+ 5.06% |
$810K - $895K
|
224K
$18.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
10.6K+ 5.69% |
$798K - $882K
|
197K
$16M
|
|
|
Jan 07, 2025
Q4 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
10.5K+ 192.97% |
$789K - $872K
|
16K
$1.29M
|
|
|
Feb 13, 2025
Q4 2024
|
Frederick Financial Consultants, LLC
Frederick, MD |
BUY
|
- |
10.5KNew |
$788K - $871K
|
10.5K
$851K
|
|
|
Jan 17, 2025
Q4 2024
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
10.5KNew |
$788K - $871K
|
10.5K
$851K
|
|
|
Feb 13, 2025
Q4 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
10.5K+ 14.16% |
$787K - $870K
|
84.5K
$6.85M
|
|
|
Jan 23, 2025
Q4 2024
|
Brewster Financial Planning LLC
|
BUY
|
- |
10.5K+ 3.55% |
$785K - $868K
|
305K
$24.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
10.4KNew |
$783K - $866K
|
10.4K
$846K
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
BUY
|
- |
10.3K+ 17.21% |
$776K - $858K
|
70.4K
$5.71M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
10.3KNew |
$774K - $856K
|
10.3K
$836K
|
|
|
Feb 11, 2025
Q4 2024
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
10.3KNew |
$771K - $852K
|
10.3K
$833K
|
|
|
Feb 12, 2025
Q4 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
10.1K+ 1.39% |
$761K - $841K
|
737K
$59.8M
|
|
|
Jan 30, 2025
Q4 2024
|
4 Thought Financial Group Inc.
|
BUY
|
- |
10.1K+ 11.85% |
$758K - $838K
|
95.3K
$7.73M
|
|
|
Feb 10, 2025
Q4 2024
|
1 St Source Bank
|
BUY
|
- |
10K+ 2.16% |
$753K - $832K
|
474K
$38.5M
|
|
|
Feb 18, 2025
Q4 2024
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
10K+ 5.16% |
$751K - $830K
|
204K
$16.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
9.94K+ 47.89% |
$746K - $825K
|
30.7K
$2.49M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
9.87K+ 54.37% |
$741K - $819K
|
28K
$2.27M
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
9.77K+ 13.15% |
$734K - $811K
|
84.1K
$6.82M
|
|
|
Mar 21, 2025
Q4 2024
|
Nestegg Advisors, Inc.
Hauppauge, NY |
BUY
|
- |
9.64KNew |
$724K - $800K
|
9.64K
$782K
|
|
|
Jan 28, 2025
Q4 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
9.61KNew |
$721K - $797K
|
9.61K
$779K
|
|
|
Jan 07, 2025
Q4 2024
|
Innova Wealth Partners
|
BUY
|
- |
9.47KNew |
$711K - $786K
|
9.47K
$768K
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
9.42K+ 1959.25% |
$708K - $782K
|
9.91K
$803K
|
|
|
Feb 28, 2025
Q4 2024
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
9.42KNew |
$707K - $782K
|
9.42K
$764K
|
|
|
Feb 05, 2025
Q4 2024
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
9.3KNew |
$699K - $772K
|
9.3K
$754K
|