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 14, 2025
Q4 2024
|
Magnolia Capital Management LTD
|
BUY
|
- |
3.14KNew |
$235K - $260K
|
3.14K
$252K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
3.13KNew |
$235K - $259K
|
3.13K
$251K
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
3.12KNew |
$234K - $259K
|
3.12K
$251K
|
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
3.11KNew |
$233K - $258K
|
3.11K
$250K
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
BUY
|
- |
3.08K+ 15.59% |
$231K - $256K
|
22.8K
$1.84M
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
3.07K+ 2.52% |
$230K - $255K
|
125K
$10M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
3.04K+ 3.32% |
$229K - $253K
|
94.7K
$7.61M
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
2.95KNew |
$222K - $245K
|
2.95K
$237K
|
|
|
Jan 24, 2025
Q4 2024
|
Jennison Associates LLC
|
BUY
|
- |
2.93KNew |
$220K - $243K
|
2.93K
$235K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
2.89K+ 16.52% |
$217K - $240K
|
20.4K
$1.64M
|
|
|
Jan 08, 2025
Q4 2024
|
Farmers Trust CO
|
BUY
|
- |
2.85K+ 7.94% |
$214K - $237K
|
38.7K
$3.11M
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
2.83K+ 12.87% |
$212K - $234K
|
24.8K
$1.99M
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
2.76K+ 13.11% |
$208K - $229K
|
23.8K
$1.92M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
2.72K+ 10.7% |
$205K - $226K
|
28.2K
$2.26M
|
|
|
Jan 21, 2025
Q4 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
2.68K+ 3.68% |
$201K - $222K
|
75.6K
$6.07M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
2.67K+ 9.8% |
$201K - $222K
|
29.9K
$2.41M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.67K+ 26.59% |
$200K - $222K
|
12.7K
$1.02M
|
|
|
Jan 27, 2025
Q4 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
2.66KNew |
$200K - $221K
|
2.66K
$214K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.6K+ 1.37% |
$196K - $216K
|
193K
$15.5M
|
|
|
Jan 14, 2025
Q4 2024
|
West Coast Financial LLC
|
BUY
|
- |
2.53K+ 2.2% |
$190K - $210K
|
117K
$9.43M
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
2.51K+ 6.96% |
$189K - $208K
|
38.6K
$3.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
2.51K+ 58.98% |
$188K - $208K
|
6.76K
$543K
|
|
|
Jan 17, 2025
Q4 2024
|
Lincoln Capital Corp
|
BUY
|
- |
2.5K+ 48.66% |
$188K - $208K
|
7.64K
$614K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2.42K+ 9.81% |
$182K - $201K
|
27.1K
$2.18M
|
|
|
Jan 31, 2025
Q4 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
2.4K+ 11.25% |
$180K - $199K
|
23.7K
$1.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
2.34K+ 1.83% |
$176K - $194K
|
130K
$10.5M
|
|
|
Jan 10, 2025
Q4 2024
|
Trinity Financial Advisors LLC
|
BUY
|
- |
2.31K+ 13.94% |
$173K - $192K
|
18.9K
$1.52M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
BUY
|
- |
2.26K+ 10.66% |
$169K - $187K
|
23.4K
$1.88M
|
|
|
Jan 23, 2025
Q4 2024
|
Country Trust Bank
|
BUY
|
- |
2.24K+ 7.96% |
$168K - $186K
|
30.4K
$2.44M
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
2.21K+ 5.61% |
$166K - $183K
|
41.6K
$3.35M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.17K+ 9.89% |
$163K - $180K
|
24.2K
$1.94M
|
|
|
Feb 03, 2025
Q4 2024
|
Verger Capital Management LLC
|
BUY
|
- |
2.12K+ 0.83% |
$160K - $176K
|
259K
$20.9M
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
2.11K+ 1.44% |
$159K - $175K
|
148K
$11.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
2.1K+ 31.89% |
$158K - $174K
|
8.69K
$698K
|
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
2.09K+ 2.6% |
$157K - $173K
|
82.4K
$6.63M
|
|
|
Jan 27, 2025
Q4 2024
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
2.04K+ 56.08% |
$153K - $169K
|
5.67K
$456K
|
|
|
Jan 31, 2025
Q4 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
1.98K+ 1.93% |
$149K - $165K
|
105K
$8.43M
|
|
|
Jan 17, 2025
Q4 2024
|
Trust CO Of Oklahoma
|
BUY
|
- |
1.95K+ 27.87% |
$147K - $162K
|
8.95K
$719K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
1.93K+ 0.03% |
$145K - $160K
|
7.51M
$604M
|
|
|
Feb 04, 2025
Q4 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
1.85K+ 8.13% |
$139K - $154K
|
24.6K
$1.98M
|
|
|
Jan 31, 2025
Q4 2024
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
1.74K+ 22.43% |
$130K - $144K
|
9.48K
$762K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
1.73KNew |
$130K - $143K
|
1.73K
$139K
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.7K+ 13.24% |
$127K - $141K
|
14.5K
$1.17M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
1.7K+ 6.09% |
$127K - $141K
|
29.5K
$2.37M
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1.68K+ 5.27% |
$126K - $139K
|
33.6K
$2.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Financial Services Advisory Inc
|
BUY
|
- |
1.67K+ 10.08% |
$126K - $139K
|
18.3K
$1.47M
|
|
|
Jan 15, 2025
Q4 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
1.66K+ 26.38% |
$125K - $138K
|
7.96K
$640K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.65K+ 4.31% |
$124K - $137K
|
39.9K
$3.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
1.61K+ 4.78% |
$121K - $134K
|
35.3K
$2.84M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.61K+ 11.5% |
$121K - $133K
|
15.6K
$1.25M
|