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
|
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
|
|
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
|