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 16, 2025
Q4 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
1+ 0.03% |
$75.1 - $83
|
3.21K
$255K
|
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
1+ 0.02% |
$75.1 - $83
|
4.32K
$344K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1+ 0.0% |
$75.1 - $83
|
73.9K
$5.89M
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 06, 2025
Q4 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-1- 0.58% |
$75.1 - $83
|
172
$13.7K
|
|
|
Jan 15, 2025
Q4 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-1- 0.02% |
$75.1 - $83
|
5.23K
$417K
|
|
|
Jan 14, 2025
Q4 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-3- 0.03% |
$225 - $249
|
9.51K
$757K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-3- 0.07% |
$225 - $249
|
4K
$319K
|
|
|
Jan 16, 2025
Q4 2024
|
Farrell Financial LLC
Orchard Park, NY |
SELL
|
- |
-4- 0.07% |
$300 - $332
|
5.89K
$469K
|
|
|
Jan 17, 2025
Q4 2024
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-5- 0.05% |
$376 - $415
|
10K
$797K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-5- -0.0% |
$376 - $415
|
113K
$8.96M
|
|
|
Feb 04, 2025
Q4 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-5- 0.03% |
$376 - $415
|
15.6K
$1.25M
|
|
|
Jan 31, 2025
Q4 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-5- 0.01% |
$376 - $415
|
41.9K
$3.33M
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-7- 0.42% |
$526 - $581
|
1.66K
$132K
|
|
|
Jan 15, 2025
Q4 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-10- 0.37% |
$751 - $830
|
2.69K
$214K
|
|
|
Jan 29, 2025
Q4 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-13- 0.16% |
$976 - $1.08K
|
8.06K
$642K
|
|
|
Jan 23, 2025
Q4 2024
|
Franklin, Parlapiano, Turner & Welch, LLC
|
SELL
|
- |
-14- 0.1% |
$1.05K - $1.16K
|
14.4K
$1.14M
|
|
|
Jan 31, 2025
Q4 2024
|
Capital Performance Advisors LLP
|
SELL
|
- |
-14- 0.42% |
$1.05K - $1.16K
|
3.34K
$266K
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-15- 0.06% |
$1.13K - $1.24K
|
24.4K
$1.94M
|
|
|
Jan 14, 2025
Q4 2024
|
Marquette Asset Management, LLC
|
SELL
|
- |
-18- 0.06% |
$1.35K - $1.49K
|
31.4K
$2.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-18- 0.12% |
$1.35K - $1.49K
|
14.5K
$1.16M
|
|
|
Feb 05, 2025
Q4 2024
|
Awm Capital, LLC
|
SELL
|
- |
-18- 0.26% |
$1.35K - $1.49K
|
7.02K
$559K
|
|
|
Feb 06, 2025
Q4 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-19- 0.27% |
$1.43K - $1.58K
|
7.05K
$561K
|
|
|
Jan 30, 2025
Q4 2024
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-20- 0.58% |
$1.5K - $1.66K
|
3.44K
$274K
|
|
|
Jan 28, 2025
Q4 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
SELL
|
- |
-23- 0.07% |
$1.73K - $1.91K
|
31K
$2.47M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-24- 0.01% |
$1.8K - $1.99K
|
385K
$30.7M
|
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
SELL
|
- |
-24- 3.41% |
$1.8K - $1.99K
|
680
$54.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-25- 10.0% |
$1.88K - $2.07K
|
225
$17.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-25- 0.04% |
$1.88K - $2.07K
|
66.1K
$5.27M
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-26- 0.47% |
$1.95K - $2.16K
|
5.49K
$437K
|
|
|
Jan 23, 2025
Q4 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-26- 0.06% |
$1.95K - $2.16K
|
45.9K
$3.66M
|
|
|
Jan 07, 2025
Q4 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-26- 0.41% |
$1.95K - $2.16K
|
6.38K
$508K
|
|
|
Jan 22, 2025
Q4 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-28- 0.48% |
$2.1K - $2.32K
|
5.81K
$463K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-29- 0.18% |
$2.18K - $2.41K
|
16.1K
$1.29M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-31- 0.02% |
$2.33K - $2.57K
|
181K
$14.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-31- 2.53% |
$2.33K - $2.57K
|
1.19K
$95K
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-32- 0.12% |
$2.4K - $2.66K
|
26.2K
$2.09M
|
|
|
Jan 23, 2025
Q4 2024
|
Gfs Advisors, LLC
|
SELL
|
- |
-35- 0.26% |
$2.63K - $2.9K
|
13.2K
$1.05M
|
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-35- -0.0% |
$2.63K - $2.9K
|
1.06M
$84.3M
|
|
|
Jan 16, 2025
Q4 2024
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-36- 0.15% |
$2.7K - $2.99K
|
23.4K
$1.87M
|
|
|
Jan 16, 2025
Q4 2024
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-41- 1.05% |
$3.08K - $3.4K
|
3.87K
$308K
|
|
|
Feb 06, 2025
Q4 2024
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-43- 0.46% |
$3.23K - $3.57K
|
9.4K
$749K
|
|
|
Jan 24, 2025
Q4 2024
|
Oak Family Advisors, LLC
|
SELL
|
- |
-45- 0.88% |
$3.38K - $3.73K
|
5.08K
$405K
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
SELL
|
- |
-48- 0.18% |
$3.6K - $3.98K
|
27.2K
$2.17M
|
|
|
Jan 07, 2025
Q4 2024
|
Bath Savings Trust CO
|
SELL
|
- |
-50- 0.71% |
$3.75K - $4.15K
|
7.01K
$559K
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-53- 0.39% |
$3.98K - $4.4K
|
13.6K
$1.08M
|
|
|
Jan 22, 2025
Q4 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-57- 1.11% |
$4.28K - $4.73K
|
5.1K
$406K
|
|
|
Jan 29, 2025
Q4 2024
|
Jsf Financial, LLC
|
SELL
|
- |
-58- 0.73% |
$4.36K - $4.81K
|
7.87K
$626K
|
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-59- 0.57% |
$4.43K - $4.9K
|
10.3K
$824K
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-61- 0.3% |
$4.58K - $5.06K
|
20.6K
$1.64M
|