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 16, 2025
Q4 2024
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-709- 8.15% |
$53.2K - $58.8K
|
7.99K
$654K
|
|
|
Feb 13, 2025
Q4 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-712- 20.12% |
$53.5K - $59.1K
|
2.83K
$231K
|
|
|
Jan 13, 2025
Q4 2024
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-725- 5.21% |
$54.4K - $60.2K
|
13.2K
$1.08M
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-735- 7.06% |
$55.2K - $61K
|
9.67K
$791K
|
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-744- 13.79% |
$55.9K - $61.7K
|
4.65K
$380K
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-746- 2.07% |
$56K - $61.9K
|
35.2K
$2.88M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-750- 3.56% |
$56.3K - $62.2K
|
20.3K
$1.66M
|
|
|
Feb 03, 2025
Q4 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-765- 15.2% |
$57.5K - $63.5K
|
4.27K
$349K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-765- 2.02% |
$57.5K - $63.5K
|
37.1K
$3.04M
|
|
|
Jan 17, 2025
Q4 2024
|
Bill Few Associates, Inc.
|
SELL
|
- |
-794- 22.38% |
$59.6K - $65.9K
|
2.75K
$225K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-796- 0.17% |
$59.8K - $66.1K
|
458K
$37.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-798- 2.68% |
$59.9K - $66.2K
|
28.9K
$2.37M
|
|
|
Feb 03, 2025
Q4 2024
|
Bray Capital Advisors
|
SELL
|
- |
-800- 1.17% |
$60.1K - $66.4K
|
67.5K
$5.52M
|
|
|
Feb 13, 2025
Q4 2024
|
Sepio Capital, LP
|
SELL
|
- |
-800- 1.12% |
$60.1K - $66.4K
|
70.5K
$5.77M
|
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-809- 1.84% |
$60.8K - $67.1K
|
43.1K
$3.53M
|
|
|
Feb 10, 2025
Q4 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-812- 3.04% |
$61K - $67.4K
|
25.9K
$2.12M
|
|
|
Jan 10, 2025
Q4 2024
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-817- 11.91% |
$61.4K - $67.8K
|
6.04K
$494K
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-820- 8.67% |
$61.6K - $68.1K
|
8.64K
$707K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-831- 4.65% |
$62.4K - $69K
|
17K
$1.39M
|
|
|
Feb 11, 2025
Q4 2024
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-836- 4.91% |
$62.8K - $69.4K
|
16.2K
$1.32M
|
|
|
Jan 06, 2025
Q4 2024
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-850- 8.9% |
$63.8K - $70.5K
|
8.7K
$712K
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
SELL
|
- |
-876- 0.98% |
$65.8K - $72.7K
|
88.3K
$7.22M
|
|
|
Jan 23, 2025
Q4 2024
|
Ht Partners LLC
|
SELL
|
- |
-877- 0.15% |
$65.9K - $72.8K
|
577K
$47.2M
|
|
|
Jan 06, 2025
Q4 2024
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-884- 3.52% |
$66.4K - $73.4K
|
24.2K
$1.98M
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-888- 5.51% |
$66.7K - $73.7K
|
15.2K
$1.25M
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-894- 14.33% |
$67.1K - $74.2K
|
5.35K
$437K
|
|
|
Feb 13, 2025
Q4 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-898- 2.52% |
$67.4K - $74.5K
|
34.7K
$2.84M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-909- 1.77% |
$68.3K - $75.4K
|
50.5K
$4.13M
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-946- 8.45% |
$71K - $78.5K
|
10.3K
$839K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-961- 14.88% |
$72.2K - $79.8K
|
5.5K
$450K
|
|
|
Feb 10, 2025
Q4 2024
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-963- 4.28% |
$72.3K - $79.9K
|
21.5K
$1.76M
|
|
|
Jan 23, 2025
Q4 2024
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-967- 48.62% |
$72.6K - $80.3K
|
1.02K
$83.6K
|
|
|
Feb 10, 2025
Q4 2024
|
Allen Investment Management LLC
|
SELL
|
- |
-972- 0.49% |
$73K - $80.7K
|
196K
$16M
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-985- 24.25% |
$74K - $81.7K
|
3.08K
$252K
|
|
|
Jan 23, 2025
Q4 2024
|
West Bancorporation Inc
|
SELL
|
- |
-990- 12.05% |
$74.3K - $82.2K
|
7.23K
$591K
|
|
|
Jan 17, 2025
Q4 2024
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
SELL
|
- |
-992- 2.31% |
$74.5K - $82.3K
|
42K
$3.44M
|
|
|
Jan 13, 2025
Q4 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-1K- 0.73% |
$75.1K - $83K
|
136K
$11.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
SELL
|
- |
-1K- 10.99% |
$75.1K - $83K
|
8.1K
$663K
|
|
|
Jan 29, 2025
Q4 2024
|
Fishman Jay A LTD
Troy, MI |
SELL
|
- |
-1K- 12.05% |
$75.1K - $83K
|
7.3K
$597K
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-1K- 11.54% |
$75.1K - $83K
|
7.67K
$627K
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-1K- 0.54% |
$75.2K - $83.1K
|
183K
$15M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
SELL
|
- |
-1.01K- 5.96% |
$75.5K - $83.4K
|
15.9K
$1.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Bank Ozk
|
SELL
|
- |
-1.04K- 4.08% |
$77.8K - $86K
|
24.3K
$1.99M
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1.04K- 2.16% |
$78.2K - $86.4K
|
47.2K
$3.86M
|
|
|
Jan 22, 2025
Q4 2024
|
Forte Asset Management LLC
|
SELL
|
- |
-1.05K- 6.11% |
$78.9K - $87.1K
|
16.1K
$1.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-1.05K- 1.43% |
$78.9K - $87.1K
|
72.4K
$5.92M
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-1.06K- 2.06% |
$79.7K - $88.1K
|
50.3K
$4.12M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-1.07K- 2.48% |
$80.5K - $89K
|
42.2K
$3.45M
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-1.07K- 19.99% |
$80.7K - $89.1K
|
4.3K
$352K
|
|
|
Jan 17, 2025
Q4 2024
|
Corundum Trust Company, Inc
Sioux Falls, SD |
SELL
|
- |
-1.08K- 7.86% |
$80.8K - $89.3K
|
12.6K
$1.03M
|