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
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-309- 0.41% |
$23.2K - $25.6K
|
75.9K
$6.02M
|
|
|
Jan 13, 2025
Q4 2024
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-315- 2.48% |
$23.7K - $26.1K
|
12.4K
$982K
|
|
|
Jan 27, 2025
Q4 2024
|
Sargent Investment Group, LLC
|
SELL
|
- |
-320- 9.51% |
$24K - $26.6K
|
3.05K
$241K
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-327- 2.76% |
$24.6K - $27.1K
|
11.5K
$912K
|
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-336- 0.91% |
$25.2K - $27.9K
|
36.4K
$2.89M
|
|
|
Jan 17, 2025
Q4 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-337- 1.92% |
$25.3K - $28K
|
17.2K
$1.36M
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-340- 7.45% |
$25.5K - $28.2K
|
4.22K
$335K
|
|
|
Jan 27, 2025
Q4 2024
|
Private Management Group Inc
|
SELL
|
- |
-341- 11.38% |
$25.6K - $28.3K
|
2.66K
$210K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-343- 1.33% |
$25.8K - $28.5K
|
25.5K
$2.02M
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-343- 3.43% |
$25.8K - $28.5K
|
9.65K
$765K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-345- 1.95% |
$25.9K - $28.6K
|
17.4K
$1.38M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-347- 0.24% |
$26.1K - $28.8K
|
147K
$11.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-349- 1.09% |
$26.2K - $29K
|
31.6K
$2.51M
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-351- 1.3% |
$26.4K - $29.1K
|
26.6K
$2.11M
|
|
|
Jan 30, 2025
Q4 2024
|
Ltg Capital LLC
|
SELL
|
- |
-357- 0.91% |
$26.8K - $29.6K
|
38.9K
$3.08M
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-360- 1.35% |
$27K - $29.9K
|
26.3K
$2.08M
|
|
|
Jan 22, 2025
Q4 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-372- 0.6% |
$27.9K - $30.9K
|
61.4K
$4.87M
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-386- 1.03% |
$29K - $32K
|
37.2K
$2.94M
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
SELL
|
- |
-394- 0.3% |
$29.6K - $32.7K
|
132K
$10.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-416- 4.12% |
$31.2K - $34.5K
|
9.69K
$768K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-416- 72.98% |
$31.2K - $34.5K
|
154
$12.2K
|
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
SELL
|
- |
-422- 2.48% |
$31.7K - $35K
|
16.6K
$1.32M
|
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-427- 3.33% |
$32.1K - $35.4K
|
12.4K
$981K
|
|
|
Jan 16, 2025
Q4 2024
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-435- 1.06% |
$32.7K - $36.1K
|
40.6K
$3.22M
|
|
|
Jan 28, 2025
Q4 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
SELL
|
- |
-440- 6.2% |
$33K - $36.5K
|
6.66K
$528K
|
|
|
Jan 28, 2025
Q4 2024
|
Sageworth Trust CO
|
SELL
|
- |
-450- 1.37% |
$33.8K - $37.3K
|
32.4K
$2.57M
|
|
|
Jan 29, 2025
Q4 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-450- 2.92% |
$33.8K - $37.3K
|
15K
$1.19M
|
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-455- 20.62% |
$34.2K - $37.8K
|
1.75K
$139K
|
|
|
Jan 16, 2025
Q4 2024
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-457- 10.9% |
$34.3K - $37.9K
|
3.74K
$296K
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-478- 1.06% |
$35.9K - $39.7K
|
44.7K
$3.54M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-489- 4.25% |
$36.7K - $40.6K
|
11K
$874K
|
|
|
Jan 21, 2025
Q4 2024
|
First Bancorp, Inc
|
SELL
|
- |
-490- 2.66% |
$36.8K - $40.7K
|
17.9K
$1.42M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealth Bridge Investment Counsel Inc.
|
SELL
|
- |
-500- 0.38% |
$37.6K - $41.5K
|
131K
$10.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Community Trust & Investment CO
|
SELL
|
- |
-500- 8.8% |
$37.6K - $41.5K
|
5.19K
$411K
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-501- 5.95% |
$37.6K - $41.6K
|
7.92K
$627K
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-516- 0.81% |
$38.8K - $42.8K
|
63.5K
$5.03M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-565- 0.45% |
$42.4K - $46.9K
|
125K
$9.89M
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-568- 7.15% |
$42.7K - $47.1K
|
7.38K
$584K
|
|
|
Jan 28, 2025
Q4 2024
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-571- 3.87% |
$42.9K - $47.4K
|
14.2K
$1.12M
|
|
|
Jan 14, 2025
Q4 2024
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-571- 0.49% |
$42.9K - $47.4K
|
117K
$9.25M
|
|
|
Jan 15, 2025
Q4 2024
|
Perkins Coie Trust CO
|
SELL
|
- |
-590- 20.62% |
$44.3K - $49K
|
2.27K
$180K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-599- 91.87% |
$45K - $49.7K
|
53
$4.2K
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-601- 2.24% |
$45.1K - $49.9K
|
26.2K
$2.08M
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-610- 2.46% |
$45.8K - $50.6K
|
24.2K
$1.92M
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-618- 0.85% |
$46.4K - $51.3K
|
71.9K
$5.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-622- 4.38% |
$46.7K - $51.6K
|
13.6K
$1.08M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-629- 0.75% |
$47.2K - $52.2K
|
83.1K
$6.58M
|
|
|
Jan 31, 2025
Q4 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-630- 6.72% |
$47.3K - $52.3K
|
8.75K
$693K
|
|
|
Jan 30, 2025
Q4 2024
|
Members Trust CO
|
SELL
|
- |
-637- 4.81% |
$47.8K - $52.9K
|
12.6K
$1M
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
SELL
|
- |
-643- 2.38% |
$48.3K - $53.4K
|
26.3K
$2.09M
|