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 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-1.25K- 6.65% |
$93.6K - $103K
|
17.5K
$1.39M
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-1.25K- 4.12% |
$94K - $104K
|
29.1K
$2.32M
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
SELL
|
- |
-1.34K- 1.94% |
$101K - $112K
|
68K
$5.42M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.36K- 1.48% |
$102K - $113K
|
91.1K
$7.26M
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
SELL
|
- |
-1.44K- 2.53% |
$108K - $119K
|
55.2K
$4.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Clarity Financial LLC
|
SELL
|
- |
-1.48K- 19.62% |
$111K - $123K
|
6.06K
$482K
|
|
|
Jan 15, 2025
Q4 2024
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-1.5K- 20.0% |
$113K - $124K
|
6K
$478K
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-1.51K- 3.61% |
$113K - $125K
|
40.4K
$3.22M
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-1.53K- 1.3% |
$115K - $127K
|
117K
$9.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Maple Capital Management, Inc.
|
SELL
|
- |
-1.54K- 5.89% |
$116K - $128K
|
24.6K
$1.96M
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-1.62K- 31.06% |
$122K - $134K
|
3.6K
$286K
|
|
|
Jan 15, 2025
Q4 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-1.67K- 12.14% |
$126K - $139K
|
12.1K
$964K
|
|
|
Jan 28, 2025
Q4 2024
|
Gray Private Wealth, LLC
Canton, MA |
SELL
|
- |
-1.72K- 1.58% |
$129K - $143K
|
107K
$8.51M
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-1.81K- 5.87% |
$136K - $150K
|
29.1K
$2.32M
|
|
|
Jan 23, 2025
Q4 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.83K- 10.37% |
$137K - $152K
|
15.8K
$1.26M
|
|
|
Jan 21, 2025
Q4 2024
|
Affiance Financial, LLC
|
SELL
|
- |
-1.86K- 10.87% |
$139K - $154K
|
15.2K
$1.21M
|
|
|
Feb 04, 2025
Q4 2024
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
SELL
|
- |
-1.93K- 23.09% |
$145K - $160K
|
6.43K
$512K
|
|
|
Jan 16, 2025
Q4 2024
|
Seven Post Investment Office LP
San Francisco, CA |
SELL
|
- |
-1.98K- 8.91% |
$149K - $165K
|
20.3K
$1.62M
|
|
|
Jan 15, 2025
Q4 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-2K- 13.82% |
$150K - $166K
|
12.5K
$993K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-2.01K- 12.8% |
$151K - $167K
|
13.7K
$1.09M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-2.07K- 4.51% |
$156K - $172K
|
43.9K
$3.5M
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-2.07K- 9.34% |
$156K - $172K
|
20.1K
$1.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-2.08K- 5.5% |
$156K - $172K
|
35.7K
$2.84M
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
SELL
|
- |
-2.15K- 13.53% |
$161K - $178K
|
13.7K
$1.09M
|
|
|
Feb 04, 2025
Q4 2024
|
Simmons Bank
|
SELL
|
- |
-2.16K- 1.67% |
$163K - $180K
|
127K
$10.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Cypress Capital Group
|
SELL
|
- |
-2.18K- 21.91% |
$164K - $181K
|
7.78K
$619K
|
|
|
Jan 15, 2025
Q4 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-2.26K- 16.56% |
$170K - $188K
|
11.4K
$908K
|
|
|
Jan 24, 2025
Q4 2024
|
Leverty Financial Group, LLC
|
SELL
|
- |
-2.29K- 4.9% |
$172K - $190K
|
44.4K
$3.54M
|
|
|
Jan 14, 2025
Q4 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-2.29K- 1.5% |
$172K - $190K
|
151K
$12M
|
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-2.3K- 4.58% |
$173K - $191K
|
47.9K
$3.82M
|
|
|
Jan 28, 2025
Q4 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
SELL
|
- |
-2.36K- 19.83% |
$177K - $195K
|
9.52K
$758K
|
|
|
Jan 27, 2025
Q4 2024
|
Lcm Capital Management Inc
|
SELL
|
- |
-2.36K- 3.01% |
$177K - $196K
|
76.1K
$6.06M
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-2.45K- 2.65% |
$184K - $203K
|
90K
$7.16M
|
|
|
Jan 16, 2025
Q4 2024
|
Flower City Capital
|
SELL
|
- |
-2.46K- 3.91% |
$184K - $204K
|
60.4K
$4.81M
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-2.46K- 3.0% |
$185K - $204K
|
79.5K
$6.33M
|
|
|
Jan 16, 2025
Q4 2024
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-2.47K- 2.58% |
$185K - $205K
|
92.9K
$7.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-2.49K- 0.98% |
$187K - $207K
|
252K
$20.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-2.54K- 45.04% |
$191K - $211K
|
3.1K
$247K
|
|
|
Jan 24, 2025
Q4 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-2.71K- 5.38% |
$204K - $225K
|
47.7K
$3.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-2.72K- 2.19% |
$204K - $225K
|
122K
$9.68M
|
|
|
Feb 07, 2025
Q4 2024
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-2.76K- 24.72% |
$207K - $229K
|
8.4K
$669K
|
|
|
Feb 03, 2025
Q4 2024
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-2.77K- 0.77% |
$208K - $230K
|
356K
$28.3M
|
|
|
Jan 10, 2025
Q4 2024
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-2.77K- 1.44% |
$208K - $230K
|
190K
$15.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.8K- 3.98% |
$210K - $232K
|
67.5K
$5.38M
|
|
|
Jan 14, 2025
Q4 2024
|
Steph & CO
|
SELL
|
- |
-2.81K- 12.02% |
$211K - $233K
|
20.6K
$1.64M
|
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-2.82K- 0.39% |
$212K - $234K
|
712K
$56.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Bahl & Gaynor Inc
|
SELL
|
- |
-2.86K- 12.42% |
$215K - $237K
|
20.1K
$1.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-2.99K- 14.6% |
$224K - $248K
|
17.5K
$1.39M
|
|
|
Jan 30, 2025
Q4 2024
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-3.03K- 10.03% |
$228K - $251K
|
27.2K
$2.17M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-3.03K- 8.65% |
$228K - $252K
|
32K
$2.55M
|