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
|
Trust CO Of Virginia
|
SELL
|
- |
-166- 1.4% |
$12.5K - $13.8K
|
11.7K
$929K
|
|
|
Jan 15, 2025
Q4 2024
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-166- 0.78% |
$12.5K - $13.8K
|
21.2K
$1.69M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-169- 1.13% |
$12.7K - $14K
|
14.8K
$1.18M
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-170- 0.91% |
$12.8K - $14.1K
|
18.5K
$1.47M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-173- 0.36% |
$13K - $14.4K
|
47.8K
$3.81M
|
|
|
Jan 14, 2025
Q4 2024
|
Radnor Capital Management, LLC
|
SELL
|
- |
-175- 1.3% |
$13.1K - $14.5K
|
13.3K
$1.06M
|
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
SELL
|
- |
-181- 0.52% |
$13.6K - $15K
|
35K
$2.78M
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-184- 4.48% |
$13.8K - $15.3K
|
3.92K
$312K
|
|
|
Jan 15, 2025
Q4 2024
|
Defined Wealth Management, LLC
|
SELL
|
- |
-187- 0.5% |
$14K - $15.5K
|
37.3K
$2.97M
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence LLC
|
SELL
|
- |
-194- 1.87% |
$14.6K - $16.1K
|
10.2K
$809K
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-194- 0.25% |
$14.6K - $16.1K
|
76.3K
$6.08M
|
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-198- 3.13% |
$14.9K - $16.4K
|
6.13K
$488K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-199- 1.73% |
$14.9K - $16.5K
|
11.3K
$901K
|
|
|
Feb 04, 2025
Q4 2024
|
Sabal Trust CO
|
SELL
|
- |
-200- 2.79% |
$15K - $16.6K
|
6.96K
$554K
|
|
|
Feb 03, 2025
Q4 2024
|
Arcadia Investment Management Corp
|
SELL
|
- |
-200- 0.54% |
$15K - $16.6K
|
36.8K
$2.93M
|
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
SELL
|
- |
-200- 4.73% |
$15K - $16.6K
|
4.02K
$321K
|
|
|
Feb 07, 2025
Q4 2024
|
Camden National Bank
Camden, ME |
SELL
|
- |
-200- 1.89% |
$15K - $16.6K
|
10.4K
$825K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-204- 2.87% |
$15.3K - $16.9K
|
6.91K
$550K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-214- 1.81% |
$16.1K - $17.8K
|
11.6K
$925K
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
SELL
|
- |
-221- 2.04% |
$16.6K - $18.3K
|
10.6K
$843K
|
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-227- 4.07% |
$17K - $18.8K
|
5.35K
$426K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-231- 1.37% |
$17.3K - $19.2K
|
16.7K
$1.33M
|
|
|
Feb 07, 2025
Q4 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-233- 1.04% |
$17.5K - $19.3K
|
22.2K
$1.77M
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-240- 0.89% |
$18K - $19.9K
|
26.7K
$2.13M
|
|
|
Jan 30, 2025
Q4 2024
|
Congress Asset Management CO
|
SELL
|
- |
-250- 0.96% |
$18.8K - $20.7K
|
25.8K
$2.06M
|
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-250- 1.35% |
$18.8K - $20.7K
|
18.3K
$1.46M
|
|
|
Feb 06, 2025
Q4 2024
|
Acas, LLC
|
SELL
|
- |
-250- 0.81% |
$18.8K - $20.7K
|
30.6K
$2.43M
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-256- 1.34% |
$19.2K - $21.2K
|
18.8K
$1.5M
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-261- 1.17% |
$19.6K - $21.7K
|
22K
$1.75M
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-264- 0.27% |
$19.8K - $21.9K
|
96K
$7.64M
|
|
|
Jan 28, 2025
Q4 2024
|
Axos Invest Inc.
Las Vegas, NV |
SELL
|
- |
-280- 5.42% |
$21K - $23.2K
|
4.89K
$389K
|
|
|
Jan 28, 2025
Q4 2024
|
Northeast Investment Management
|
SELL
|
- |
-283- 2.13% |
$21.3K - $23.5K
|
13K
$1.04M
|
|
|
Jan 23, 2025
Q4 2024
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-288- 2.89% |
$21.6K - $23.9K
|
9.69K
$772K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-289- 1.2% |
$21.7K - $24K
|
23.8K
$1.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Hfg Advisors, Inc.
|
SELL
|
- |
-290- 1.16% |
$21.8K - $24.1K
|
24.7K
$1.96M
|
|
|
Jan 15, 2025
Q4 2024
|
Woodstock Corp
|
SELL
|
- |
-300- 1.02% |
$22.5K - $24.9K
|
29K
$2.31M
|
|
|
Jan 30, 2025
Q4 2024
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-309- 0.41% |
$23.2K - $25.6K
|
75.9K
$6.05M
|
|
|
Jan 13, 2025
Q4 2024
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-315- 2.48% |
$23.7K - $26.1K
|
12.4K
$988K
|
|
|
Jan 27, 2025
Q4 2024
|
Sargent Investment Group, LLC
|
SELL
|
- |
-320- 9.51% |
$24K - $26.6K
|
3.05K
$243K
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-327- 2.76% |
$24.6K - $27.1K
|
11.5K
$917K
|
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-328- 3.1% |
$24.6K - $27.2K
|
10.3K
$817K
|
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-336- 0.91% |
$25.2K - $27.9K
|
36.4K
$2.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-337- 1.92% |
$25.3K - $28K
|
17.2K
$1.37M
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-340- 7.45% |
$25.5K - $28.2K
|
4.22K
$336K
|
|
|
Jan 27, 2025
Q4 2024
|
Private Management Group Inc
|
SELL
|
- |
-341- 11.38% |
$25.6K - $28.3K
|
2.66K
$211K
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-343- 3.43% |
$25.8K - $28.5K
|
9.65K
$769K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-343- 1.33% |
$25.8K - $28.5K
|
25.5K
$2.03M
|
|
|
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
$2.52M
|