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 29, 2025
Q4 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-61- 7.91% |
$4.58K - $5.06K
|
710
$56.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-62- 0.44% |
$4.66K - $5.15K
|
13.9K
$1.11M
|
|
|
Feb 03, 2025
Q4 2024
|
Ashford Advisors, LLC
|
SELL
|
- |
-62- 0.17% |
$4.66K - $5.15K
|
36.5K
$2.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-66- 1.16% |
$4.96K - $5.48K
|
5.65K
$450K
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
SELL
|
- |
-67- 0.68% |
$5.03K - $5.56K
|
9.72K
$775K
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-70- 2.18% |
$5.26K - $5.81K
|
3.14K
$250K
|
|
|
Jan 16, 2025
Q4 2024
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-72- 0.09% |
$5.41K - $5.98K
|
79.2K
$6.31M
|
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-74- 0.92% |
$5.56K - $6.14K
|
7.97K
$635K
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-75- 1.35% |
$5.63K - $6.22K
|
5.47K
$436K
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-75- 0.35% |
$5.63K - $6.22K
|
21.6K
$1.72M
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-80- 30.19% |
$6.01K - $6.64K
|
185
$14.7K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-83- 0.14% |
$6.23K - $6.89K
|
58.9K
$4.69M
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-90- 0.66% |
$6.76K - $7.47K
|
13.5K
$1.08M
|
|
|
Feb 03, 2025
Q4 2024
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-98- 3.22% |
$7.36K - $8.13K
|
2.95K
$235K
|
|
|
Jan 22, 2025
Q4 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-100- 0.28% |
$7.51K - $8.3K
|
36K
$2.87M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-100- 1.13% |
$7.51K - $8.3K
|
8.71K
$694K
|
|
|
Jan 07, 2025
Q4 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-100- 1.6% |
$7.51K - $8.3K
|
6.14K
$489K
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-100- 2.1% |
$7.51K - $8.3K
|
4.66K
$371K
|
|
|
Jan 23, 2025
Q4 2024
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-104- 0.68% |
$7.81K - $8.63K
|
15.2K
$1.21M
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-104- 0.11% |
$7.81K - $8.63K
|
98.7K
$7.86M
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
SELL
|
- |
-105- 95.45% |
$7.89K - $8.71K
|
5
$398
|
|
|
Jan 16, 2025
Q4 2024
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-108- 3.44% |
$8.11K - $8.96K
|
3.03K
$241K
|
|
|
Jan 14, 2025
Q4 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-109- 0.67% |
$8.19K - $9.05K
|
16.1K
$1.28M
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-111- 0.09% |
$8.34K - $9.21K
|
121K
$9.62M
|
|
|
Jan 13, 2025
Q4 2024
|
Greenfield Savings Bank
|
SELL
|
- |
-112- 0.66% |
$8.41K - $9.29K
|
16.8K
$1.34M
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-114- 0.23% |
$8.56K - $9.46K
|
49K
$3.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-115- 0.16% |
$8.64K - $9.54K
|
70.3K
$5.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-119- 0.35% |
$8.94K - $9.88K
|
34.2K
$2.72M
|
|
|
Jan 23, 2025
Q4 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-119- 1.45% |
$8.94K - $9.88K
|
8.08K
$643K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-121- 0.77% |
$9.09K - $10K
|
15.7K
$1.25M
|
|
|
Jan 31, 2025
Q4 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-123- 3.82% |
$9.24K - $10.2K
|
3.1K
$247K
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-124- 0.5% |
$9.31K - $10.3K
|
24.6K
$1.96M
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-130- 6.37% |
$9.76K - $10.8K
|
1.91K
$152K
|
|
|
Feb 04, 2025
Q4 2024
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-131- 0.35% |
$9.84K - $10.9K
|
36.8K
$2.93M
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-131- 14.12% |
$9.84K - $10.9K
|
797
$63.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-131- 1.76% |
$9.84K - $10.9K
|
7.32K
$583K
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-132- 3.1% |
$9.91K - $11K
|
4.13K
$329K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
SELL
|
- |
-132- 4.48% |
$9.91K - $11K
|
2.81K
$224K
|
|
|
Jan 22, 2025
Q4 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-139- 3.89% |
$10.4K - $11.5K
|
3.44K
$274K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-140- 0.24% |
$10.5K - $11.6K
|
59.3K
$4.72M
|
|
|
Jan 06, 2025
Q4 2024
|
Hiley Hunt Wealth Management
Omaha, NE |
SELL
|
- |
-142- 0.45% |
$10.7K - $11.8K
|
31.1K
$2.48M
|
|
|
Jan 24, 2025
Q4 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-150- 0.73% |
$11.3K - $12.4K
|
20.4K
$1.62M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-154- 2.45% |
$11.6K - $12.8K
|
6.12K
$488K
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-157- 8.33% |
$11.8K - $13K
|
1.73K
$138K
|
|
|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-157- 5.25% |
$11.8K - $13K
|
2.83K
$225K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-157- 3.35% |
$11.8K - $13K
|
4.54K
$361K
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-159- 1.49% |
$11.9K - $13.2K
|
10.5K
$839K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-160- 2.56% |
$12K - $13.3K
|
6.09K
$485K
|
|
|
Jan 03, 2025
Q4 2024
|
Dentgroup LLC
|
SELL
|
- |
-164- 2.54% |
$12.3K - $13.6K
|
6.29K
$501K
|
|
|
Jan 29, 2025
Q4 2024
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-166- 0.18% |
$12.5K - $13.8K
|
90K
$7.17M
|