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
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-416- 72.98% |
$31.2K - $34.5K
|
154
$12.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-417- 1.9% |
$31.3K - $34.6K
|
21.5K
$1.76M
|
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
SELL
|
- |
-422- 2.48% |
$31.7K - $35K
|
16.6K
$1.36M
|
|
|
Feb 06, 2025
Q4 2024
|
Investment Partners, Ltd.
|
SELL
|
- |
-426- 0.86% |
$32K - $35.4K
|
49K
$4.01M
|
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-427- 3.33% |
$32.1K - $35.4K
|
12.4K
$1.01M
|
|
|
Jan 16, 2025
Q4 2024
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-435- 1.06% |
$32.7K - $36.1K
|
40.6K
$3.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-438- 2.6% |
$32.9K - $36.3K
|
16.4K
$1.34M
|
|
|
Jan 28, 2025
Q4 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
SELL
|
- |
-440- 6.2% |
$33K - $36.5K
|
6.66K
$545K
|
|
|
Jan 28, 2025
Q4 2024
|
Sageworth Trust CO
|
SELL
|
- |
-450- 1.37% |
$33.8K - $37.3K
|
32.4K
$2.65M
|
|
|
Jan 29, 2025
Q4 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-450- 2.92% |
$33.8K - $37.3K
|
15K
$1.23M
|
|
|
Feb 12, 2025
Q4 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-450- 11.35% |
$33.8K - $37.3K
|
3.52K
$288K
|
|
|
Jan 30, 2025
Q4 2024
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-455- 20.62% |
$34.2K - $37.8K
|
1.75K
$143K
|
|
|
Jan 16, 2025
Q4 2024
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-457- 10.9% |
$34.3K - $37.9K
|
3.74K
$306K
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-478- 1.06% |
$35.9K - $39.7K
|
44.7K
$3.66M
|
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-484- 0.35% |
$36.3K - $40.2K
|
139K
$11.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-489- 4.25% |
$36.7K - $40.6K
|
11K
$902K
|
|
|
Jan 21, 2025
Q4 2024
|
First Bancorp, Inc
|
SELL
|
- |
-490- 2.66% |
$36.8K - $40.7K
|
17.9K
$1.47M
|
|
|
Jan 14, 2025
Q4 2024
|
Community Trust & Investment CO
|
SELL
|
- |
-500- 8.8% |
$37.6K - $41.5K
|
5.19K
$424K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealth Bridge Investment Counsel Inc.
|
SELL
|
- |
-500- 0.38% |
$37.6K - $41.5K
|
131K
$10.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-501- 5.95% |
$37.6K - $41.6K
|
7.92K
$648K
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-516- 0.81% |
$38.8K - $42.8K
|
63.5K
$5.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-539- 2.2% |
$40.5K - $44.7K
|
23.9K
$1.96M
|
|
|
Feb 13, 2025
Q4 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-541- 4.55% |
$40.6K - $44.9K
|
11.4K
$929K
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-551- 6.5% |
$41.4K - $45.7K
|
7.92K
$648K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-556- 4.0% |
$41.8K - $46.1K
|
13.4K
$1.09M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-565- 0.45% |
$42.4K - $46.9K
|
125K
$10.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-568- 7.15% |
$42.7K - $47.1K
|
7.38K
$603K
|
|
|
Jan 14, 2025
Q4 2024
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-571- 0.49% |
$42.9K - $47.4K
|
117K
$9.55M
|
|
|
Jan 28, 2025
Q4 2024
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-571- 3.87% |
$42.9K - $47.4K
|
14.2K
$1.16M
|
|
|
Jan 15, 2025
Q4 2024
|
Perkins Coie Trust CO
|
SELL
|
- |
-590- 20.62% |
$44.3K - $49K
|
2.27K
$186K
|
|
|
Feb 12, 2025
Q4 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-597- 3.65% |
$44.8K - $49.5K
|
15.8K
$1.29M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-599- 91.87% |
$45K - $49.7K
|
53
$4.34K
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-601- 2.24% |
$45.1K - $49.9K
|
26.2K
$2.15M
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-610- 2.46% |
$45.8K - $50.6K
|
24.2K
$1.98M
|
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
SELL
|
- |
-618- 0.85% |
$46.4K - $51.3K
|
71.9K
$5.88M
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-622- 4.38% |
$46.7K - $51.6K
|
13.6K
$1.11M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-629- 0.75% |
$47.2K - $52.2K
|
83.1K
$6.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-630- 6.72% |
$47.3K - $52.3K
|
8.75K
$715K
|
|
|
Jan 30, 2025
Q4 2024
|
Members Trust CO
|
SELL
|
- |
-637- 4.81% |
$47.8K - $52.9K
|
12.6K
$1.03M
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
SELL
|
- |
-643- 2.38% |
$48.3K - $53.4K
|
26.3K
$2.15M
|
|
|
Jan 28, 2025
Q4 2024
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-644- 18.59% |
$48.4K - $53.4K
|
2.82K
$231K
|
|
|
Feb 05, 2025
Q4 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-645- 8.13% |
$48.4K - $53.5K
|
7.29K
$596K
|
|
|
Jan 21, 2025
Q4 2024
|
Monte Financial Group, LLC
|
SELL
|
- |
-650- 9.44% |
$48.8K - $53.9K
|
6.24K
$510K
|
|
|
Feb 10, 2025
Q4 2024
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-650- 5.65% |
$48.8K - $53.9K
|
10.9K
$888K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-652- 15.3% |
$49K - $54.1K
|
3.61K
$295K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-655- 1.34% |
$49.2K - $54.4K
|
48.3K
$3.95M
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-656- 0.62% |
$49.3K - $54.4K
|
106K
$8.65M
|
|
|
Jan 28, 2025
Q4 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-661- 2.94% |
$49.6K - $54.9K
|
21.8K
$1.79M
|
|
|
Feb 12, 2025
Q4 2024
|
Mechanics Financial Corp
|
SELL
|
- |
-706- 0.6% |
$53K - $58.6K
|
118K
$9.63M
|
|
|
Jan 16, 2025
Q4 2024
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-709- 8.15% |
$53.2K - $58.8K
|
7.99K
$654K
|