Purchases and Sales Made in Q4 2024 in Ishares Tr Msci Eafe ETF (EFA)

EFA Quotes by TradingView

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 21, 2025 Q4 2024
Park Edge Advisors, LLC

Cleveland, OH
BUY
 -
1.59K
+ 24.91%
$120K - $132K
7.99K $642K
Jan 13, 2025 Q4 2024
Northstar Advisory Group, LLC

BUY
 -
1.58K
+ 58.7%
$119K - $131K
4.28K $344K
Jan 27, 2025 Q4 2024
Etesian Wealth Advisors, Inc.

West Linn, OR
BUY
 -
1.58K
+ 4.98%
$118K - $131K
33.2K $2.67M
Jan 10, 2025 Q4 2024
Bruce G. Allen Investments, LLC

Denver, CO
BUY
 -
1.58K
New
$118K - $131K
1.58K $127K
Jan 29, 2025 Q4 2024
Stonebridge Financial Group, LLC

Wormleysburg, PA
BUY
 -
1.51K
New
$114K - $126K
1.51K $122K
Feb 03, 2025 Q4 2024
Lane & Associates LLC

Moorestown, NJ
BUY
 -
1.48K
+ 3.67%
$111K - $123K
41.8K $3.36M
Jan 13, 2025 Q4 2024
Capital Investment Advisors, LLC

BUY
 -
1.46K
+ 11.96%
$110K - $121K
13.7K $1.1M
Jan 13, 2025 Q4 2024
Gpwm LLC

BUY
 -
1.46K
New
$110K - $121K
1.46K $118K
Jan 27, 2025 Q4 2024
Financial Synergies Wealth Advisors, Inc.

Houston, TX
BUY
 -
1.46K
+ 5.12%
$110K - $121K
30K $2.41M
Jan 10, 2025 Q4 2024
Rmr Wealth Builders

BUY
 -
1.42K
+ 2.3%
$107K - $118K
63.3K $5.09M
Jan 17, 2025 Q4 2024
Mcf Advisors LLC

Covington, KY
BUY
 -
1.35K
+ 0.78%
$101K - $112K
175K $14.1M
Jan 13, 2025 Q4 2024
Fragasso Group Inc.

Pittsburgh, PA
BUY
 -
1.32K
+ 2.64%
$99.2K - $110K
51.4K $4.13M
Feb 04, 2025 Q4 2024
Schneider Downs Wealth Management Advisors, LP

BUY
 -
1.27K
+ 1.45%
$95.1K - $105K
88.6K $7.12M
Jan 17, 2025 Q4 2024
Adirondack Trust CO

BUY
 -
1.25K
+ 10.46%
$94.1K - $104K
13.2K $1.06M
Jan 29, 2025 Q4 2024
Mill Creek Capital Advisors, LLC

Conshohocken, PA
BUY
 -
1.23K
+ 1.08%
$92.4K - $102K
115K $9.23M
Jan 30, 2025 Q4 2024
Hoge Financial Services, LLC

Canonsburg, PA
BUY
 -
1.22K
+ 1.15%
$91.4K - $101K
107K $8.58M
Feb 05, 2025 Q4 2024
Srs Capital Advisors, Inc.

Denver, CO
BUY
 -
1.21K
+ 300.25%
$90.6K - $100K
1.61K $129K
Jan 28, 2025 Q4 2024
Counterweight Ventures, LLC

Wilmington, NC
BUY
 -
1.19K
+ 4.72%
$89.5K - $98.9K
26.5K $2.13M
Jan 16, 2025 Q4 2024
Zhang Financial LLC

BUY
 -
1.18K
+ 8.23%
$88.9K - $98.3K
15.6K $1.25M
Jan 29, 2025 Q4 2024
Atlantic Edge Private Wealth Management, LLC

Jacksonville, FL
BUY
 -
1.18K
+ 2.28%
$88.8K - $98.2K
53.1K $4.27M
Jan 28, 2025 Q4 2024
Appleton Partners Inc

BUY
 -
1.18K
+ 3.8%
$88.4K - $97.7K
32.2K $2.59M
Jan 30, 2025 Q4 2024
Lakeridge Wealth Management LLC

Mentor, OH
BUY
 -
1.17K
+ 42.95%
$87.8K - $97K
3.89K $313K
Jan 14, 2025 Q4 2024
Sovereign Financial Group, Inc.

Stamford, CT
BUY
 -
1.16K
+ 8.48%
$87K - $96.2K
14.8K $1.19M
Jan 30, 2025 Q4 2024
Arcus Capital Partners, LLC

BUY
 -
1.13K
+ 14.78%
$84.6K - $93.5K
8.75K $703K
Jan 10, 2025 Q4 2024
Org Partners LLC

Roanoke, IN
BUY
 -
1.08K
+ 201.86%
$81.4K - $90K
1.62K $130K
Jan 16, 2025 Q4 2024
Exchange Bank

Santa Rosa, CA
BUY
 -
1.08K
+ 13.73%
$81K - $89.5K
8.94K $718K
Jan 17, 2025 Q4 2024
Cetera Trust Company, N.A

St. Paul, MN
BUY
 -
1.08K
+ 107.5%
$80.7K - $89.2K
2.08K $167K
Feb 05, 2025 Q4 2024
Glassman Wealth Services

BUY
 -
1.05K
+ 697.35%
$79.1K - $87.4K
1.2K $96.8K
Jan 22, 2025 Q4 2024
Mayflower Financial Advisors, LLC

BUY
 -
1.04K
+ 4.59%
$78.4K - $86.6K
23.8K $1.91M
Jan 28, 2025 Q4 2024
Empowered Funds, LLC

BUY
 -
1.04K
New
$78.3K - $86.5K
1.04K $83.7K
Jan 14, 2025 Q4 2024
Mps Loria Financial Planners, LLC

BUY
 -
1.04K
+ 3.54%
$78.2K - $86.4K
30.5K $2.45M
Jan 29, 2025 Q4 2024
Consolidated Planning Corp

Atlanta, GA
BUY
 -
1.03K
+ 24.26%
$77.1K - $85.2K
5.26K $423K
Feb 04, 2025 Q4 2024
Trifecta Capital Advisors, LLC

Northbrook, IL
BUY
 -
1.02K
New
$76.2K - $84.2K
1.02K $81.6K
Jan 16, 2025 Q4 2024
Oldfather Financial Services, LLC

BUY
 -
979
+ 0.95%
$73.5K - $81.2K
104K $8.39M
Jan 14, 2025 Q4 2024
Truefg, LLC

Cedar Park, TX
BUY
 -
955
+ 8.53%
$71.7K - $79.3K
12.2K $976K
Feb 04, 2025 Q4 2024
Midwest Capital Advisors, LLC

Grand Rapids, MI
BUY
 -
949
New
$71.3K - $78.8K
949 $76.3K
Jan 29, 2025 Q4 2024
Newport Capital Group, LLC

BUY
 -
948
+ 4.09%
$71.2K - $78.7K
24.1K $1.94M
Feb 06, 2025 Q4 2024
Amara Financial, Llc.

San Francisco, CA
BUY
 -
944
+ 1.32%
$70.9K - $78.3K
72.7K $5.84M
Jan 14, 2025 Q4 2024
Apella Capital, LLC

BUY
 -
928
+ 11.34%
$69.7K - $77K
9.11K $732K
Feb 06, 2025 Q4 2024
Horan Capital Advisors, Llc.

Cincinnati, OH
BUY
 -
891
+ 16.27%
$66.9K - $73.9K
6.37K $512K
Jan 24, 2025 Q4 2024
Sky Oak Wealth, LLC

BUY
 -
890
+ 10.54%
$66.8K - $73.9K
9.33K $750K
Feb 05, 2025 Q4 2024
Richard W. Paul & Associates, LLC

Novi, MI
BUY
 -
880
+ 1.42%
$66.1K - $73K
62.8K $5.04M
Jan 15, 2025 Q4 2024
Farmers & Merchants Trust CO Of Long Beach

BUY
 -
867
+ 0.68%
$65.1K - $72K
129K $10.3M
Jan 30, 2025 Q4 2024
Legacy Capital Wealth Partners, LLC

Little Rock, AR
BUY
 -
864
+ 5.33%
$64.9K - $71.7K
17.1K $1.37M
Jan 30, 2025 Q4 2024
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
855
+ 5.51%
$64.2K - $71K
16.4K $1.32M
Jan 14, 2025 Q4 2024
Armstrong Advisory Group, Inc

Needham, MA
BUY
 -
829
+ 3070.37%
$62.3K - $68.8K
856 $68.8K
Jan 27, 2025 Q4 2024
Weaver Capital Management LLC

Suwanee, GA
BUY
 -
828
+ 91.69%
$62.2K - $68.7K
1.73K $139K
Jan 22, 2025 Q4 2024
Kfa Private Wealth Group, LLC

BUY
 -
827
+ 7.29%
$62.1K - $68.6K
12.2K $978K
Jan 10, 2025 Q4 2024
St Germain D J CO Inc

Springfield, MA
BUY
 -
816
+ 10.44%
$61.3K - $67.7K
8.63K $694K

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