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 |
|---|---|---|---|---|---|---|---|
|
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
|
|
|
Jan 13, 2025
Q4 2024
|
Parisi Gray Wealth Management
|
SELL
|
- |
-1.09K- 1.12% |
$81.6K - $90.1K
|
95.5K
$7.81M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.09K- 21.07% |
$81.7K - $90.3K
|
4.08K
$333K
|
|
|
Jan 28, 2025
Q4 2024
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-1.11K- 1.02% |
$83.6K - $92.4K
|
108K
$8.81M
|
|
|
Feb 12, 2025
Q4 2024
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-1.12K- 3.99% |
$84K - $92.8K
|
26.9K
$2.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
SELL
|
- |
-1.13K- 8.98% |
$84.9K - $93.8K
|
11.4K
$937K
|
|
|
Jan 29, 2025
Q4 2024
|
Aries Wealth Management
|
SELL
|
- |
-1.13K- 0.95% |
$84.9K - $93.9K
|
117K
$9.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-1.14K- 13.61% |
$85.8K - $94.8K
|
7.25K
$593K
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-1.15K- 1.56% |
$86.1K - $95.1K
|
72.4K
$5.93M
|
|
|
Jan 23, 2025
Q4 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-1.15K- 6.19% |
$86.3K - $95.4K
|
17.4K
$1.42M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.15K- 8.06% |
$86.4K - $95.5K
|
13.1K
$1.07M
|
|
|
Jan 29, 2025
Q4 2024
|
Eukles Asset Management
|
SELL
|
- |
-1.15K- 5.16% |
$86.5K - $95.6K
|
21.2K
$1.73M
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-1.18K- 1.59% |
$88.7K - $98K
|
73.3K
$6M
|
|
|
Jan 22, 2025
Q4 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
SELL
|
- |
-1.19K- 3.23% |
$89.6K - $99K
|
35.8K
$2.93M
|
|
|
Feb 05, 2025
Q4 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-1.2K- 15.86% |
$90.1K - $99.6K
|
6.36K
$521K
|
|
|
Feb 11, 2025
Q4 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-1.2K- 22.48% |
$90.2K - $99.7K
|
4.14K
$339K
|
|
|
Jan 15, 2025
Q4 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-1.2K- 25.45% |
$90.4K - $99.9K
|
3.53K
$289K
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-1.21K- 2.89% |
$91.1K - $101K
|
40.8K
$3.34M
|
|
|
Feb 06, 2025
Q4 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-1.22K- 5.0% |
$91.5K - $101K
|
23.2K
$1.89M
|
|
|
Feb 04, 2025
Q4 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-1.23K- 0.91% |
$92.7K - $102K
|
134K
$10.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-1.24K- 9.64% |
$93.3K - $103K
|
11.6K
$952K
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-1.25K- 6.65% |
$93.6K - $103K
|
17.5K
$1.43M
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-1.25K- 4.12% |
$94K - $104K
|
29.1K
$2.38M
|
|
|
Feb 14, 2025
Q4 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-1.25K- 2.8% |
$94K - $104K
|
43.4K
$3.55M
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-1.28K- 90.81% |
$96.4K - $107K
|
130
$10.6K
|
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-1.3K- 7.25% |
$97.8K - $108K
|
16.7K
$1.36M
|
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-1.32K- 2.51% |
$99K - $109K
|
51.1K
$4.18M
|
|
|
Feb 06, 2025
Q4 2024
|
New Square Capital LLC
|
SELL
|
- |
-1.34K- 1.94% |
$101K - $112K
|
68K
$5.56M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.36K- 1.48% |
$102K - $113K
|
91.1K
$7.45M
|
|
|
Feb 10, 2025
Q4 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-1.38K- 15.02% |
$104K - $115K
|
7.81K
$639K
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.4K- 10.51% |
$105K - $116K
|
11.9K
$972K
|
|
|
Feb 11, 2025
Q4 2024
|
First Financial Bankshares Inc
Abilene, TX |
SELL
|
- |
-1.41K- 1.83% |
$106K - $117K
|
75.4K
$6.17M
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
SELL
|
- |
-1.44K- 2.53% |
$108K - $119K
|
55.2K
$4.51M
|
|
|
Feb 14, 2025
Q4 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-1.47K- 35.55% |
$110K - $122K
|
2.66K
$217K
|
|
|
Jan 23, 2025
Q4 2024
|
Clarity Financial LLC
|
SELL
|
- |
-1.48K- 19.62% |
$111K - $123K
|
6.06K
$495K
|
|
|
Jan 15, 2025
Q4 2024
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-1.5K- 20.0% |
$113K - $124K
|
6K
$491K
|
|
|
Feb 12, 2025
Q4 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-1.5K- 25.76% |
$113K - $124K
|
4.32K
$354K
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-1.51K- 3.61% |
$113K - $125K
|
40.4K
$3.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Stone House Investment Management, LLC
|
SELL
|
- |
-1.52K- 5.27% |
$114K - $126K
|
27.3K
$2.23M
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-1.53K- 1.3% |
$115K - $127K
|
117K
$9.55M
|