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 10, 2025
Q4 2024
|
William Blair Investment Management, LLC
Chicago, IL |
BUY
|
- |
6.68K+ 1849.31% |
$501K - $554K
|
7.04K
$597K
|
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
6.61KNew |
$496K - $549K
|
6.61K
$561K
|
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
6.6KNew |
$496K - $548K
|
6.6K
$560K
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
6.49KNew |
$487K - $538K
|
6.49K
$551K
|
|
|
Jan 30, 2025
Q4 2024
|
Amarillo National Bank
|
BUY
|
- |
6.48K+ 5.12% |
$486K - $537K
|
133K
$11.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
6.46K+ 23.23% |
$485K - $536K
|
34.3K
$2.91M
|
|
|
Jan 27, 2025
Q4 2024
|
Center Star Asset Management, LLC
|
BUY
|
- |
6.42KNew |
$482K - $533K
|
6.42K
$545K
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
6.4K+ 4.27% |
$480K - $531K
|
156K
$13.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
6.39K+ 12.39% |
$480K - $530K
|
58K
$4.92M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
6.33K+ 79.07% |
$475K - $525K
|
14.3K
$1.22M
|
|
|
Jan 23, 2025
Q4 2024
|
Ofc Financial Planning, LLC
Short Hills, NJ |
BUY
|
- |
6.22KNew |
$467K - $516K
|
6.22K
$528K
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
BUY
|
- |
6.18KNew |
$464K - $513K
|
6.18K
$524K
|
|
|
Feb 05, 2025
Q4 2024
|
Hickory Point Bank & Trust
Decatur, IL |
BUY
|
- |
6.11KNew |
$458K - $507K
|
6.11K
$518K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
6.07K+ 11.22% |
$456K - $504K
|
60.2K
$5.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
5.99K+ 29.12% |
$450K - $497K
|
26.6K
$2.26M
|
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
BUY
|
- |
5.98K+ 8.79% |
$449K - $496K
|
74K
$6.28M
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
5.93K+ 19.65% |
$445K - $492K
|
36.1K
$3.06M
|
|
|
Feb 13, 2025
Q4 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
5.89K+ 4.17% |
$442K - $488K
|
147K
$12.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
5.87K+ 3.31% |
$441K - $487K
|
183K
$15.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Signify Wealth
|
BUY
|
- |
5.77K+ 12.32% |
$434K - $479K
|
52.6K
$4.47M
|
|
|
Jan 31, 2025
Q4 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
5.76K+ 2.53% |
$432K - $478K
|
233K
$19.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Bonfire Financial
Colorado Springs, CO |
BUY
|
- |
5.65KNew |
$424K - $469K
|
5.65K
$479K
|
|
|
Feb 13, 2025
Q4 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
5.47K+ 1.06% |
$410K - $454K
|
522K
$44.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
5.43KNew |
$408K - $451K
|
5.43K
$461K
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
BUY
|
- |
5.42K+ 1.26% |
$407K - $450K
|
437K
$37.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
5.35K+ 0.77% |
$402K - $444K
|
699K
$59.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
5.34K+ 7.84% |
$401K - $443K
|
73.5K
$6.24M
|
|
|
Feb 13, 2025
Q4 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
5.32K+ 10.64% |
$400K - $442K
|
55.3K
$4.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Sun Life Financial Inc
Toronto, A6 |
BUY
|
- |
5.3K+ 9.5% |
$398K - $440K
|
61.1K
$5.19M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5.26K+ 6.4% |
$395K - $437K
|
87.5K
$7.43M
|
|
|
Jan 23, 2025
Q4 2024
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
5.26K+ 17.73% |
$395K - $436K
|
34.9K
$2.97M
|
|
|
Jan 30, 2025
Q4 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
5.26K+ 6.9% |
$395K - $436K
|
81.4K
$6.91M
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
5.25K+ 33.34% |
$395K - $436K
|
21K
$1.78M
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
BUY
|
- |
5.24K+ 1.35% |
$393K - $435K
|
392K
$33.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
5.22K+ 7.1% |
$392K - $433K
|
78.8K
$6.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
5.21K+ 15.25% |
$391K - $432K
|
39.4K
$3.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
BUY
|
- |
5.1KNew |
$383K - $423K
|
5.1K
$433K
|
|
|
Feb 12, 2025
Q4 2024
|
Climber Capital Sa
Nyon, V8 |
BUY
|
- |
5.07KNew |
$381K - $421K
|
5.07K
$430K
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
5.03K+ 12.04% |
$377K - $417K
|
46.8K
$3.97M
|
|
|
Jan 28, 2025
Q4 2024
|
Vested Financial Planning, LLC
San Carlos, CA |
BUY
|
- |
4.97KNew |
$373K - $412K
|
4.97K
$422K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
4.91K+ 71.15% |
$369K - $408K
|
11.8K
$1M
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
4.91K+ 6.31% |
$369K - $407K
|
82.7K
$7.02M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
4.84K+ 65.81% |
$363K - $401K
|
12.2K
$1.03M
|
|
|
Feb 11, 2025
Q4 2024
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
BUY
|
- |
4.83KNew |
$363K - $401K
|
4.83K
$410K
|
|
|
Feb 14, 2025
Q4 2024
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.8KNew |
$360K - $398K
|
4.8K
$407K
|
|
|
Feb 10, 2025
Q4 2024
|
Family Firm, Inc.
|
BUY
|
- |
4.79K+ 2.86% |
$360K - $398K
|
172K
$14.6M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
4.75K+ 5.95% |
$356K - $394K
|
84.5K
$7.17M
|
|
|
Jan 21, 2025
Q4 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
4.73KNew |
$356K - $393K
|
4.73K
$402K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
BUY
|
- |
4.7K+ 1942.98% |
$353K - $390K
|
4.94K
$420K
|
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
BUY
|
- |
4.69K+ 7.73% |
$353K - $390K
|
65.4K
$5.56M
|