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 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-3.1K- 31.69% |
$233K - $258K
|
6.69K
$533K
|
|
|
Jan 23, 2025
Q4 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-3.13K- 1.65% |
$235K - $260K
|
187K
$14.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Bank Of Stockton
|
SELL
|
- |
-3.14K- 47.01% |
$236K - $261K
|
3.54K
$282K
|
|
|
Jan 31, 2025
Q4 2024
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-3.23K- 4.39% |
$242K - $268K
|
70.3K
$5.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-3.25K- 3.45% |
$244K - $270K
|
91K
$7.25M
|
|
|
Jan 17, 2025
Q4 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-3.31K- 53.66% |
$248K - $274K
|
2.86K
$227K
|
|
|
Jan 24, 2025
Q4 2024
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-3.31K- 1.38% |
$248K - $275K
|
236K
$18.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-3.33K- 6.62% |
$250K - $277K
|
47K
$3.75M
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-3.33K- 4.55% |
$250K - $277K
|
69.9K
$5.57M
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-3.35K- 13.22% |
$252K - $278K
|
22K
$1.75M
|
|
|
Jan 30, 2025
Q4 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-3.38K- 7.36% |
$254K - $281K
|
42.6K
$3.39M
|
|
|
Feb 07, 2025
Q4 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-3.42K- 23.11% |
$257K - $284K
|
11.4K
$906K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.44K- 12.33% |
$258K - $285K
|
24.5K
$1.95M
|
|
|
Jan 30, 2025
Q4 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-3.44K- 42.31% |
$258K - $286K
|
4.69K
$374K
|
|
|
Feb 07, 2025
Q4 2024
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-3.5K- 29.33% |
$263K - $290K
|
8.44K
$672K
|
|
|
Feb 03, 2025
Q4 2024
|
Lansing Street Advisors
|
SELL
|
- |
-3.5K- 30.32% |
$263K - $290K
|
8.04K
$641K
|
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-3.7K- 14.04% |
$278K - $307K
|
22.7K
$1.8M
|
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-3.74K- 24.57% |
$281K - $310K
|
11.5K
$915K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-3.79K- 14.71% |
$284K - $314K
|
21.9K
$1.75M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-3.9K- 3.8% |
$293K - $324K
|
98.7K
$7.86M
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-3.91K- 13.03% |
$294K - $325K
|
26.1K
$2.08M
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
SELL
|
- |
-4.09K- 8.73% |
$307K - $339K
|
42.7K
$3.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-4.23K- 0.83% |
$318K - $351K
|
504K
$40.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-4.24K- 3.74% |
$318K - $352K
|
109K
$8.69M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
SELL
|
- |
-4.29K- 7.21% |
$322K - $356K
|
55.3K
$4.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-4.32K- 33.99% |
$324K - $358K
|
8.39K
$668K
|
|
|
Feb 04, 2025
Q4 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-4.41K- 6.4% |
$331K - $366K
|
64.6K
$5.14M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-4.47K- 12.56% |
$336K - $371K
|
31.1K
$2.48M
|
|
|
Jan 31, 2025
Q4 2024
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-4.52K- 3.07% |
$339K - $375K
|
143K
$11.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.55K- 37.08% |
$342K - $378K
|
7.72K
$615K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.74K- 3.06% |
$356K - $393K
|
150K
$12M
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-4.83K- 8.24% |
$363K - $401K
|
53.8K
$4.29M
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
SELL
|
- |
-4.97K- 12.78% |
$373K - $413K
|
33.9K
$2.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-4.98K- 10.94% |
$374K - $414K
|
40.6K
$3.23M
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-5.08K- 55.77% |
$381K - $421K
|
4.03K
$321K
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-5.21K- 32.1% |
$391K - $433K
|
11K
$878K
|
|
|
Feb 03, 2025
Q4 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-5.48K- 11.76% |
$412K - $455K
|
41.1K
$3.27M
|
|
|
Feb 06, 2025
Q4 2024
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-6K- 51.64% |
$451K - $498K
|
5.62K
$447K
|
|
|
Jan 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-6.03K- 3.14% |
$453K - $500K
|
186K
$14.8M
|
|
|
Jan 06, 2025
Q4 2024
|
Stairway Partners, LLC
|
SELL
|
- |
-6.1K- 1.9% |
$458K - $506K
|
315K
$25.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-6.3K- 6.35% |
$473K - $523K
|
92.8K
$7.39M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-6.31K- 1.15% |
$474K - $524K
|
543K
$43.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-6.61K- 10.72% |
$496K - $548K
|
55K
$4.38M
|
|
|
Jan 28, 2025
Q4 2024
|
Triasima Portfolio Management Inc.
|
SELL
|
- |
-6.69K- 26.29% |
$502K - $555K
|
18.7K
$1.49M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-6.79K- 1.43% |
$510K - $564K
|
468K
$37.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-7K- 2.67% |
$526K - $581K
|
255K
$20.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-7.14K- 24.67% |
$536K - $593K
|
21.8K
$1.74M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-7.26K- 4.69% |
$545K - $602K
|
147K
$11.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-7.3K- 55.0% |
$548K - $605K
|
5.97K
$476K
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-7.68K- 40.74% |
$577K - $637K
|
11.2K
$890K
|