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
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
3.56K+ 11.65% |
$267K - $295K
|
34.1K
$2.77M
|
|
|
Feb 11, 2025
Q4 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
3.54K+ 2.08% |
$265K - $293K
|
173K
$14.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
3.53K+ 16.33% |
$265K - $293K
|
25.2K
$2.04M
|
|
|
Feb 14, 2025
Q4 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
3.47K+ 0.7% |
$260K - $288K
|
496K
$40.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
3.4K+ 11.85% |
$256K - $282K
|
32.1K
$2.61M
|
|
|
Feb 07, 2025
Q4 2024
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
3.39KNew |
$255K - $281K
|
3.39K
$275K
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
3.38K+ 28.86% |
$254K - $280K
|
15.1K
$1.22M
|
|
|
Feb 10, 2025
Q4 2024
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
3.37K+ 1.93% |
$253K - $280K
|
178K
$14.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
3.37KNew |
$253K - $280K
|
3.37K
$273K
|
|
|
Feb 12, 2025
Q4 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
3.36K+ 94.15% |
$252K - $279K
|
6.93K
$562K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest Investment Management LLC
Lake Oswego, OR |
BUY
|
- |
3.35K+ 1.67% |
$252K - $278K
|
204K
$16.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
3.35KNew |
$251K - $278K
|
3.35K
$271K
|
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
3.34KNew |
$251K - $277K
|
3.34K
$271K
|
|
|
Mar 24, 2025
Q4 2024
|
Avant Financial Advisors LLC
Austin, TX |
BUY
|
- |
3.3KNew |
$248K - $274K
|
3.3K
$268K
|
|
|
Jan 16, 2025
Q4 2024
|
Central Bank & Trust CO
|
BUY
|
- |
3.29K+ 1.67% |
$247K - $273K
|
200K
$16.2M
|
|
|
Jan 23, 2025
Q4 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
3.25K+ 31.22% |
$244K - $270K
|
13.7K
$1.11M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
3.24K+ 1.53% |
$244K - $269K
|
215K
$17.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
3.23K+ 1.41% |
$243K - $268K
|
232K
$18.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
3.22K+ 1.85% |
$242K - $267K
|
177K
$14.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
3.2K+ 0.93% |
$240K - $266K
|
349K
$28.3M
|
|
|
Jan 28, 2025
Q4 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
3.2KNew |
$240K - $265K
|
3.2K
$259K
|
|
|
Jan 22, 2025
Q4 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
3.19KNew |
$239K - $264K
|
3.19K
$258K
|
|
|
Jan 14, 2025
Q4 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
3.14K+ 4.57% |
$236K - $261K
|
71.9K
$5.83M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
BUY
|
- |
3.14K+ 6.14% |
$236K - $260K
|
54.2K
$4.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Magnolia Capital Management LTD
|
BUY
|
- |
3.14KNew |
$235K - $260K
|
3.14K
$254K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
3.13KNew |
$235K - $259K
|
3.13K
$254K
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
3.12KNew |
$234K - $259K
|
3.12K
$253K
|
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
3.11KNew |
$233K - $258K
|
3.11K
$252K
|
|
|
Feb 13, 2025
Q4 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
3.1K+ 0.11% |
$233K - $257K
|
2.73M
$221M
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
BUY
|
- |
3.08K+ 15.59% |
$231K - $256K
|
22.8K
$1.85M
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
3.07K+ 2.52% |
$230K - $255K
|
125K
$10.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
3.04K+ 3.32% |
$229K - $253K
|
94.7K
$7.68M
|
|
|
Feb 12, 2025
Q4 2024
|
Trans Canada Capital Inc.
Montreal, A8 |
BUY
|
- |
3KNew |
$225K - $249K
|
3K
$243K
|
|
|
Feb 10, 2025
Q4 2024
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
2.99K+ 3.43% |
$225K - $248K
|
90.2K
$7.31M
|
|
|
Jan 30, 2025
Q4 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
2.95KNew |
$222K - $245K
|
2.95K
$239K
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
BUY
|
- |
2.95KNew |
$221K - $245K
|
2.95K
$239K
|
|
|
Jan 24, 2025
Q4 2024
|
Jennison Associates LLC
|
BUY
|
- |
2.93KNew |
$220K - $243K
|
2.93K
$237K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
2.89K+ 16.52% |
$217K - $240K
|
20.4K
$1.65M
|
|
|
Jan 08, 2025
Q4 2024
|
Farmers Trust CO
|
BUY
|
- |
2.85K+ 7.94% |
$214K - $237K
|
38.7K
$3.14M
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
2.83K+ 12.87% |
$212K - $234K
|
24.8K
$2.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
2.82KNew |
$211K - $234K
|
2.82K
$228K
|
|
|
Feb 14, 2025
Q4 2024
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
2.77K+ 1035.07% |
$208K - $230K
|
3.04K
$247K
|
|
|
Jan 29, 2025
Q4 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
2.76K+ 13.11% |
$208K - $229K
|
23.8K
$1.93M
|
|
|
Feb 13, 2025
Q4 2024
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
2.76KNew |
$207K - $229K
|
2.76K
$224K
|
|
|
Feb 13, 2025
Q4 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
2.75K+ 2.51% |
$207K - $228K
|
112K
$9.11M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
2.72K+ 10.7% |
$205K - $226K
|
28.2K
$2.28M
|
|
|
Jan 21, 2025
Q4 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
2.68K+ 3.68% |
$201K - $222K
|
75.6K
$6.13M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
2.67K+ 9.8% |
$201K - $222K
|
29.9K
$2.43M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.67K+ 26.59% |
$200K - $222K
|
12.7K
$1.03M
|
|
|
Jan 27, 2025
Q4 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
2.66KNew |
$200K - $221K
|
2.66K
$216K
|