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 30, 2025
Q4 2024
|
Nyl Investors LLC
New York, NY |
BUY
|
- |
9.3KNew |
$698K - $772K
|
9.3K
$754K
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
9.16K+ 89.87% |
$688K - $760K
|
19.4K
$1.57M
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
9.07K+ 1.32% |
$681K - $753K
|
697K
$56.5M
|
|
Feb 13, 2025
Q4 2024
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
9.04KNew |
$679K - $750K
|
9.04K
$733K
|
|
Feb 13, 2025
Q4 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
8.86KNew |
$665K - $735K
|
8.86K
$719K
|
|
Feb 12, 2025
Q4 2024
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
8.8KNew |
$661K - $730K
|
8.8K
$713K
|
|
Jan 21, 2025
Q4 2024
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
8.68KNew |
$652K - $721K
|
8.68K
$704K
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
8.64K+ 0.91% |
$649K - $717K
|
960K
$77.8M
|
|
Feb 04, 2025
Q4 2024
|
Hardman Johnston Global Advisors LLC
|
BUY
|
- |
8.62KNew |
$647K - $715K
|
8.62K
$699K
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
8.6K+ 0.92% |
$646K - $714K
|
942K
$76.4M
|
|
Feb 13, 2025
Q4 2024
|
Family Office Research LLC
Bethesda, MD |
BUY
|
- |
8.55KNew |
$642K - $710K
|
8.55K
$694K
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
8.55K+ 1.13% |
$642K - $710K
|
765K
$62.1M
|
|
Jan 22, 2025
Q4 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
8.54KNew |
$641K - $708K
|
8.54K
$692K
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
8.46KNew |
$636K - $702K
|
8.46K
$686K
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
8.42K+ 6.67% |
$632K - $699K
|
135K
$10.9M
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
8.4K+ 5.93% |
$631K - $697K
|
150K
$12.2M
|
|
Feb 11, 2025
Q4 2024
|
Potentia Wealth
San Jose, CA |
BUY
|
- |
8.34KNew |
$626K - $692K
|
8.34K
$676K
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
8.32KNew |
$625K - $691K
|
8.32K
$675K
|
|
Feb 11, 2025
Q4 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
8.3K+ 0.45% |
$623K - $688K
|
1.84M
$149M
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
8.17K+ 2.43% |
$613K - $678K
|
344K
$27.9M
|
|
Jan 08, 2025
Q4 2024
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
8.13KNew |
$610K - $675K
|
8.13K
$659K
|
|
Feb 14, 2025
Q4 2024
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
8.06K+ 55.97% |
$605K - $669K
|
22.5K
$1.82M
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
8.03KNew |
$603K - $667K
|
8.03K
$652K
|
|
Feb 18, 2025
Q4 2024
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
7.98KNew |
$599K - $662K
|
7.98K
$647K
|
|
Feb 11, 2025
Q4 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
7.97K+ 15.57% |
$598K - $661K
|
59.2K
$4.8M
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
7.96KNew |
$598K - $661K
|
7.96K
$646K
|
|
Feb 24, 2025
Q4 2024
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
7.95KNew |
$597K - $660K
|
7.95K
$645K
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
7.81K+ 130.78% |
$587K - $648K
|
13.8K
$1.12M
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
7.74KNew |
$581K - $642K
|
7.74K
$627K
|
|
Mar 19, 2025
Q4 2024
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
7.72KNew |
$580K - $641K
|
7.72K
$626K
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
7.7K+ 9.02% |
$578K - $639K
|
93K
$7.54M
|
|
Feb 03, 2025
Q4 2024
|
Hardy Reed LLC
|
BUY
|
- |
7.67KNew |
$576K - $637K
|
7.67K
$622K
|
|
Feb 13, 2025
Q4 2024
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
7.67K+ 0.89% |
$576K - $636K
|
865K
$70.2M
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
7.56K+ 22.3% |
$568K - $628K
|
41.5K
$3.36M
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
7.56K+ 4.97% |
$568K - $627K
|
160K
$13M
|
|
Feb 11, 2025
Q4 2024
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
7.49K+ 25.35% |
$563K - $622K
|
37K
$3M
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
7.31K+ 15.39% |
$549K - $607K
|
54.8K
$4.45M
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
7.3K+ 1.54% |
$548K - $606K
|
481K
$39M
|
|
Feb 12, 2025
Q4 2024
|
Yoffe Investment Management, LLC
Lemoyne, PA |
BUY
|
- |
7.29KNew |
$548K - $605K
|
7.29K
$591K
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
7.2KNew |
$540K - $597K
|
7.2K
$584K
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
7.15K+ 4.54% |
$537K - $593K
|
165K
$13.4M
|
|
Jan 23, 2025
Q4 2024
|
Btc Capital Management, Inc.
|
BUY
|
- |
7.13K+ 1.59% |
$535K - $591K
|
457K
$37M
|
|
Jan 27, 2025
Q4 2024
|
Ping Capital Management, Inc.
New York, NY |
BUY
|
- |
7.1K+ 136.54% |
$533K - $589K
|
12.3K
$998K
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
7.1K+ 19.38% |
$533K - $589K
|
43.7K
$3.55M
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
7.1K+ 17.85% |
$533K - $589K
|
46.8K
$3.8M
|
|
Feb 26, 2025
Q4 2024
|
Financial Advisory Corp
Grand Rapids, MI |
BUY
|
- |
7.03KNew |
$528K - $584K
|
7.03K
$570K
|
|
Jan 29, 2025
Q4 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
6.9K+ 46.76% |
$518K - $573K
|
21.7K
$1.76M
|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
6.86KNew |
$515K - $569K
|
6.86K
$556K
|
|
Feb 13, 2025
Q4 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
6.81K+ 3.22% |
$511K - $565K
|
219K
$17.7M
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
6.77K+ 78.95% |
$508K - $562K
|
15.3K
$1.24M
|