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
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-37.5K- 85.4% |
$2.82M - $3.11M
|
6.41K
$508K
|
|
|
Jan 22, 2025
Q4 2024
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-39.3K- 79.0% |
$2.95M - $3.26M
|
10.4K
$827K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-44.5K- 7.05% |
$3.34M - $3.69M
|
587K
$46.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-45.9K- 7.1% |
$3.44M - $3.81M
|
600K
$47.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-60.6K- 74.05% |
$4.55M - $5.03M
|
21.2K
$1.68M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-71.5K- 11.13% |
$5.37M - $5.94M
|
571K
$45.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-76.6K- 84.11% |
$5.75M - $6.36M
|
14.5K
$1.15M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-78.7K- 5.28% |
$5.91M - $6.53M
|
1.41M
$112M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-92.2K- 11.12% |
$6.93M - $7.65M
|
737K
$58.4M
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-115K- 87.66% |
$8.66M - $9.56M
|
16.2K
$1.29M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-125K- 58.72% |
$9.38M - $10.4M
|
87.8K
$6.96M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-126K- 60.42% |
$9.48M - $10.5M
|
82.7K
$6.55M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-131K- 44.39% |
$9.8M - $10.8M
|
164K
$13M
|
|
|
Jan 27, 2025
Q4 2024
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-154K- 97.69% |
$11.6M - $12.8M
|
3.65K
$290K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-190K- 74.58% |
$14.2M - $15.7M
|
64.7K
$5.12M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-190K- 93.19% |
$14.3M - $15.8M
|
13.9K
$1.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-226K- 97.56% |
$16.9M - $18.7M
|
5.64K
$447K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-451K- 98.77% |
$33.9M - $37.4M
|
5.64K
$447K
|
|
|
Jan 14, 2025
Q4 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-976K- 99.79% |
$73.3M - $81M
|
2.1K
$166K
|