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 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-7.78K- 1.46% |
$584K - $645K
|
527K
$42M
|
|
|
Feb 05, 2025
Q4 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-7.81K- 39.09% |
$586K - $648K
|
12.2K
$969K
|
|
|
Feb 03, 2025
Q4 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-7.93K- 37.83% |
$595K - $658K
|
13K
$1.04M
|
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-8.01K- 37.49% |
$601K - $664K
|
13.3K
$1.06M
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-8.46K- 6.63% |
$635K - $702K
|
119K
$9.48M
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-8.56K- 5.84% |
$643K - $710K
|
138K
$11M
|
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-8.84K- 8.42% |
$664K - $734K
|
96.2K
$7.66M
|
|
|
Feb 07, 2025
Q4 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-8.98K- 11.84% |
$674K - $745K
|
66.9K
$5.33M
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-9.1K- 4.14% |
$683K - $755K
|
210K
$16.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-9.1K- 57.46% |
$683K - $755K
|
6.74K
$537K
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-9.27K- 55.44% |
$696K - $770K
|
7.45K
$594K
|
|
|
Jan 22, 2025
Q4 2024
|
Patton Fund Management, Inc.
|
SELL
|
- |
-9.97K- 4.74% |
$749K - $828K
|
201K
$16M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-10.1K- 6.01% |
$755K - $835K
|
157K
$12.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-10.5K- 25.82% |
$792K - $875K
|
30.3K
$2.41M
|
|
|
Jan 08, 2025
Q4 2024
|
First Hawaiian Bank
|
SELL
|
- |
-10.7K- 4.65% |
$807K - $892K
|
220K
$17.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-10.8K- 6.3% |
$809K - $894K
|
160K
$12.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-11.2K- 23.0% |
$839K - $927K
|
37.4K
$2.98M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-11.8K- 4.27% |
$883K - $975K
|
264K
$21M
|
|
|
Jan 15, 2025
Q4 2024
|
In Track Investment Management Inc
|
SELL
|
- |
-11.9K- 39.25% |
$894K - $988K
|
18.4K
$1.47M
|
|
|
Jan 16, 2025
Q4 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-12.3K- 31.35% |
$927K - $1.02M
|
27K
$2.15M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-12.7K- 7.06% |
$951K - $1.05M
|
167K
$13.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-13.3K- 36.6% |
$998K - $1.1M
|
23K
$1.83M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-14K- 5.41% |
$1.05M - $1.17M
|
246K
$19.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Prism Advisors, Inc.
|
SELL
|
- |
-14.2K- 17.7% |
$1.07M - $1.18M
|
66K
$5.26M
|
|
|
Jan 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-14.3K- 8.74% |
$1.07M - $1.19M
|
149K
$11.9M
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-14.4K- 18.05% |
$1.08M - $1.19M
|
65.2K
$5.19M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
SELL
|
- |
-15.1K- 10.95% |
$1.13M - $1.25M
|
122K
$9.76M
|
|
|
Feb 03, 2025
Q4 2024
|
Peoples Bank
|
SELL
|
- |
-15.2K- 60.72% |
$1.14M - $1.26M
|
9.83K
$783K
|
|
|
Feb 04, 2025
Q4 2024
|
Mkd Wealth Coaches, LLC
Troy, MI |
SELL
|
- |
-15.7K- 70.71% |
$1.18M - $1.31M
|
6.51K
$519K
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-16.5K- 11.16% |
$1.24M - $1.37M
|
132K
$10.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
SELL
|
- |
-18.5K- 47.52% |
$1.39M - $1.54M
|
20.5K
$1.63M
|
|
|
Feb 03, 2025
Q4 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-22.1K- 86.9% |
$1.66M - $1.83M
|
3.33K
$265K
|
|
|
Jan 24, 2025
Q4 2024
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-22.1K- 6.66% |
$1.66M - $1.84M
|
310K
$24.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-22.5K- 85.92% |
$1.69M - $1.87M
|
3.69K
$294K
|
|
|
Feb 03, 2025
Q4 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
SELL
|
- |
-23.1K- 75.17% |
$1.73M - $1.92M
|
7.63K
$608K
|
|
|
Feb 05, 2025
Q4 2024
|
Connable Office Inc
|
SELL
|
- |
-24.8K- 8.88% |
$1.86M - $2.06M
|
254K
$20.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-28.1K- 99.91% |
$2.11M - $2.34M
|
26
$2.07K
|
|
|
Feb 05, 2025
Q4 2024
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-29.5KClosed |
$2.22M - $2.45M
|
0
$0
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
SELL
|
- |
-31.2K- 3.99% |
$2.34M - $2.59M
|
750K
$59.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-31.3K- 97.32% |
$2.35M - $2.6M
|
862
$68.7K
|
|
|
Jan 07, 2025
Q4 2024
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-33.8K- 92.51% |
$2.54M - $2.81M
|
2.74K
$218K
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-34.3K- 24.37% |
$2.57M - $2.85M
|
106K
$8.47M
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-37.4K- 56.68% |
$2.81M - $3.1M
|
28.6K
$2.27M
|
|
|
Jan 29, 2025
Q4 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-37.5K- 85.4% |
$2.82M - $3.11M
|
6.41K
$510K
|
|
|
Jan 22, 2025
Q4 2024
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-39.3K- 79.0% |
$2.95M - $3.26M
|
10.4K
$832K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-44.5K- 7.05% |
$3.34M - $3.69M
|
587K
$46.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-45.9K- 7.1% |
$3.44M - $3.81M
|
600K
$47.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-51.8K- 72.92% |
$3.89M - $4.3M
|
19.2K
$1.53M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-59.9K- 19.96% |
$4.5M - $4.97M
|
240K
$19.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-60.6K- 74.05% |
$4.55M - $5.03M
|
21.2K
$1.69M
|