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 14, 2025
Q4 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
5.34K+ 7.84% |
$401K - $443K
|
73.5K
$5.74M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5.26K+ 6.4% |
$395K - $437K
|
87.5K
$6.84M
|
|
|
Jan 23, 2025
Q4 2024
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
5.26K+ 17.73% |
$395K - $436K
|
34.9K
$2.73M
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
5.25K+ 33.34% |
$395K - $436K
|
21K
$1.64M
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
5.03K+ 12.04% |
$377K - $417K
|
46.8K
$3.65M
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
4.91K+ 6.31% |
$369K - $407K
|
82.7K
$6.46M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
4.84K+ 65.81% |
$363K - $401K
|
12.2K
$952K
|
|
|
Jan 21, 2025
Q4 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
4.73KNew |
$356K - $393K
|
4.73K
$370K
|
|
|
Jan 16, 2025
Q4 2024
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
4.64K+ 6.5% |
$348K - $385K
|
76K
$5.94M
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
4.56K+ 15.96% |
$342K - $378K
|
33.1K
$2.59M
|
|
|
Jan 21, 2025
Q4 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
4.51KNew |
$339K - $375K
|
4.51K
$353K
|
|
|
Jan 02, 2025
Q4 2024
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
4.17K+ 99.78% |
$313K - $346K
|
8.36K
$653K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
4.11KNew |
$309K - $341K
|
4.11K
$322K
|
|
|
Jan 23, 2025
Q4 2024
|
M Wealth Management, LLC
San Diego, CA |
BUY
|
- |
4.11KNew |
$309K - $341K
|
4.11K
$321K
|
|
|
Jan 16, 2025
Q4 2024
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
3.86K+ 19.43% |
$290K - $320K
|
23.7K
$1.85M
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
3.84KNew |
$288K - $319K
|
3.84K
$300K
|
|
|
Jan 13, 2025
Q4 2024
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
3.81K+ 8.66% |
$286K - $316K
|
47.8K
$3.73M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
3.8K+ 233.31% |
$285K - $315K
|
5.42K
$424K
|
|
|
Jan 17, 2025
Q4 2024
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
3.74K+ 2.86% |
$281K - $310K
|
134K
$10.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
3.65K+ 3.51% |
$274K - $303K
|
108K
$8.43M
|
|
|
Jan 14, 2025
Q4 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
3.56K+ 11.65% |
$267K - $295K
|
34.1K
$2.66M
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
3.53K+ 16.33% |
$265K - $293K
|
25.2K
$1.97M
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
3.38K+ 28.86% |
$254K - $280K
|
15.1K
$1.18M
|
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
3.34KNew |
$251K - $277K
|
3.34K
$261K
|
|
|
Jan 16, 2025
Q4 2024
|
Central Bank & Trust CO
|
BUY
|
- |
3.29K+ 1.67% |
$247K - $273K
|
200K
$15.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
3.25K+ 31.22% |
$244K - $270K
|
13.7K
$1.07M
|
|
|
Jan 22, 2025
Q4 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
3.19KNew |
$239K - $264K
|
3.19K
$249K
|
|
|
Jan 14, 2025
Q4 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
3.14K+ 4.57% |
$236K - $261K
|
71.9K
$5.62M
|
|
|
Jan 14, 2025
Q4 2024
|
Magnolia Capital Management LTD
|
BUY
|
- |
3.14KNew |
$235K - $260K
|
3.14K
$245K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
3.13KNew |
$235K - $259K
|
3.13K
$244K
|
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
3.11KNew |
$233K - $258K
|
3.11K
$243K
|
|
|
Jan 17, 2025
Q4 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
3.07K+ 2.52% |
$230K - $255K
|
125K
$9.77M
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
2.89K+ 16.52% |
$217K - $240K
|
20.4K
$1.59M
|
|
|
Jan 08, 2025
Q4 2024
|
Farmers Trust CO
|
BUY
|
- |
2.85K+ 7.94% |
$214K - $237K
|
38.7K
$3.03M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
2.72K+ 10.7% |
$205K - $226K
|
28.2K
$2.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
2.68K+ 3.68% |
$201K - $222K
|
75.6K
$5.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.67K+ 26.59% |
$200K - $222K
|
12.7K
$993K
|
|
|
Jan 14, 2025
Q4 2024
|
West Coast Financial LLC
|
BUY
|
- |
2.53K+ 2.2% |
$190K - $210K
|
117K
$9.17M
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
2.51K+ 6.96% |
$189K - $208K
|
38.6K
$3.01M
|
|
|
Jan 21, 2025
Q4 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
2.51K+ 58.98% |
$188K - $208K
|
6.76K
$528K
|
|
|
Jan 17, 2025
Q4 2024
|
Lincoln Capital Corp
|
BUY
|
- |
2.5K+ 48.66% |
$188K - $208K
|
7.64K
$597K
|
|
|
Jan 10, 2025
Q4 2024
|
Trinity Financial Advisors LLC
|
BUY
|
- |
2.31K+ 13.94% |
$173K - $192K
|
18.9K
$1.47M
|
|
|
Jan 23, 2025
Q4 2024
|
Country Trust Bank
|
BUY
|
- |
2.24K+ 7.96% |
$168K - $186K
|
30.4K
$2.37M
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
2.21K+ 5.61% |
$166K - $183K
|
41.6K
$3.25M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.17K+ 9.89% |
$163K - $180K
|
24.2K
$1.89M
|
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
2.11K+ 1.44% |
$159K - $175K
|
148K
$11.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Trust CO Of Oklahoma
|
BUY
|
- |
1.95K+ 27.87% |
$147K - $162K
|
8.95K
$700K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
1.73KNew |
$130K - $143K
|
1.73K
$135K
|
|
|
Jan 15, 2025
Q4 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
1.66K+ 26.38% |
$125K - $138K
|
7.96K
$622K
|
|
|
Jan 21, 2025
Q4 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.59K+ 24.91% |
$120K - $132K
|
7.99K
$625K
|