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 04, 2025
Q4 2024
|
Addison Advisors LLC
|
BUY
|
- |
4.7K+ 1942.98% |
$353K - $390K
|
4.94K
$401K
|
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
BUY
|
- |
4.69K+ 7.73% |
$353K - $390K
|
65.4K
$5.31M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
4.64KNew |
$349K - $385K
|
4.64K
$377K
|
|
|
Jan 16, 2025
Q4 2024
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
4.64K+ 6.5% |
$348K - $385K
|
76K
$6.16M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
4.62K+ 0.83% |
$347K - $384K
|
560K
$45.4M
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
4.56K+ 15.96% |
$342K - $378K
|
33.1K
$2.68M
|
|
|
Jan 21, 2025
Q4 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
4.51KNew |
$339K - $375K
|
4.51K
$366K
|
|
|
Jan 29, 2025
Q4 2024
|
Financial Guidance Group, Inc.
|
BUY
|
- |
4.48K+ 75.85% |
$336K - $371K
|
10.4K
$841K
|
|
|
Mar 17, 2025
Q4 2024
|
Members Wealth LLC
Media, PA |
BUY
|
- |
4.46KNew |
$335K - $370K
|
4.46K
$362K
|
|
|
Feb 14, 2025
Q4 2024
|
Baldwin Investment Management, LLC
|
BUY
|
- |
4.43KNew |
$333K - $367K
|
4.43K
$359K
|
|
|
Apr 03, 2025
Q4 2024
|
North Berkeley Wealth Management, LLC
Berkeley, CA |
BUY
|
- |
4.42KNew |
$332K - $367K
|
4.42K
$359K
|
|
|
Feb 04, 2025
Q4 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
4.37K+ 11.57% |
$328K - $363K
|
42.2K
$3.42M
|
|
|
Feb 11, 2025
Q4 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
4.36K+ 9.39% |
$327K - $362K
|
50.7K
$4.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
4.29K+ 5.79% |
$322K - $356K
|
78.3K
$6.35M
|
|
|
Jan 29, 2025
Q4 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
4.27KNew |
$321K - $354K
|
4.27K
$346K
|
|
|
Feb 10, 2025
Q4 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
4.18K+ 91.79% |
$314K - $347K
|
8.74K
$709K
|
|
|
Feb 07, 2025
Q4 2024
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
4.18KNew |
$314K - $347K
|
4.18K
$339K
|
|
|
Jan 02, 2025
Q4 2024
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
4.17K+ 99.78% |
$313K - $346K
|
8.36K
$678K
|
|
|
Feb 03, 2025
Q4 2024
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
4.17KNew |
$313K - $346K
|
4.17K
$338K
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
4.16K+ 1.16% |
$313K - $345K
|
362K
$29.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
4.11KNew |
$309K - $341K
|
4.11K
$334K
|
|
|
Jan 23, 2025
Q4 2024
|
M Wealth Management, LLC
San Diego, CA |
BUY
|
- |
4.11KNew |
$309K - $341K
|
4.11K
$333K
|
|
|
Apr 09, 2025
Q4 2024
|
Dynamic Financial Group
Cedar Falls, IA |
BUY
|
- |
4.08KNew |
$307K - $339K
|
4.08K
$331K
|
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
4.05K+ 204.7% |
$304K - $336K
|
6.03K
$489K
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
3.97K+ 29.41% |
$298K - $329K
|
17.5K
$1.42M
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
3.96KNew |
$297K - $328K
|
3.96K
$321K
|
|
|
Mar 04, 2025
Q4 2024
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
BUY
|
- |
3.94KNew |
$296K - $327K
|
3.94K
$319K
|
|
|
Feb 07, 2025
Q4 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
3.9K+ 8.64% |
$293K - $323K
|
49K
$3.97M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.89K+ 8.43% |
$292K - $322K
|
50K
$4.05M
|
|
|
Feb 10, 2025
Q4 2024
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
3.87KNew |
$290K - $321K
|
3.87K
$314K
|
|
|
Jan 16, 2025
Q4 2024
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
3.86K+ 19.43% |
$290K - $320K
|
23.7K
$1.92M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
3.85K+ 9.42% |
$289K - $320K
|
44.7K
$3.63M
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
3.84KNew |
$288K - $319K
|
3.84K
$312K
|
|
|
Jan 29, 2025
Q4 2024
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
3.81K+ 3.15% |
$286K - $316K
|
125K
$10.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
3.81K+ 8.66% |
$286K - $316K
|
47.8K
$3.87M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
3.8K+ 233.31% |
$285K - $315K
|
5.42K
$440K
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
3.78KNew |
$284K - $314K
|
3.78K
$307K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
3.78K+ 0.61% |
$284K - $313K
|
619K
$50.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
3.77K+ 2.71% |
$283K - $312K
|
143K
$11.6M
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
3.74KNew |
$281K - $311K
|
3.74K
$304K
|
|
|
Feb 14, 2025
Q4 2024
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
3.74KNew |
$281K - $310K
|
3.74K
$303K
|
|
|
Jan 17, 2025
Q4 2024
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
3.74K+ 2.86% |
$281K - $310K
|
134K
$10.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
3.72K+ 37.8% |
$279K - $308K
|
13.5K
$1.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
3.71K+ 39.99% |
$279K - $308K
|
13K
$1.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Marquette Associates, Inc.
Chicago, IL |
BUY
|
- |
3.71K+ 2.11% |
$278K - $308K
|
179K
$14.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Bearing Point Capital, LLC
Bloomington, MN |
BUY
|
- |
3.67KNew |
$276K - $305K
|
3.67K
$298K
|
|
|
Jan 17, 2025
Q4 2024
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
3.65K+ 3.51% |
$274K - $303K
|
108K
$8.74M
|
|
|
Jan 28, 2025
Q4 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
3.65KNew |
$274K - $303K
|
3.65K
$296K
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
3.62K+ 5.41% |
$272K - $300K
|
70.5K
$5.72M
|
|
|
Jan 30, 2025
Q4 2024
|
Gfg Capital, LLC
|
BUY
|
- |
3.56KNew |
$267K - $295K
|
3.56K
$289K
|