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 23, 2025
Q4 2024
|
Old National Bancorp
|
SELL
|
- |
-4.29K- 7.21% |
$322K - $356K
|
55.3K
$4.52M
|
|
|
Jan 28, 2025
Q4 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-4.32K- 33.99% |
$324K - $358K
|
8.39K
$686K
|
|
|
Feb 04, 2025
Q4 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-4.41K- 6.4% |
$331K - $366K
|
64.6K
$5.28M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-4.47K- 12.56% |
$336K - $371K
|
31.1K
$2.54M
|
|
|
Jan 31, 2025
Q4 2024
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-4.52K- 3.07% |
$339K - $375K
|
143K
$11.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.55K- 37.08% |
$342K - $378K
|
7.72K
$631K
|
|
|
Feb 14, 2025
Q4 2024
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-4.58K- 99.98% |
$344K - $380K
|
1
$81.8
|
|
|
Feb 13, 2025
Q4 2024
|
Arvest Bank Trust Division
Dewey, OK |
SELL
|
- |
-4.72K- 0.33% |
$355K - $392K
|
1.42M
$116M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.74K- 3.06% |
$356K - $393K
|
150K
$12.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-4.83K- 8.24% |
$363K - $401K
|
53.8K
$4.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
SELL
|
- |
-4.97K- 12.78% |
$373K - $413K
|
33.9K
$2.78M
|
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-4.98K- 10.94% |
$374K - $414K
|
40.6K
$3.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-5.01K- 5.74% |
$376K - $416K
|
82.3K
$6.73M
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-5.08K- 55.77% |
$381K - $421K
|
4.03K
$330K
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-5.21K- 32.1% |
$391K - $433K
|
11K
$902K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-5.26K- 96.33% |
$395K - $436K
|
200
$16.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-5.26K- 0.18% |
$395K - $436K
|
2.95M
$242M
|
|
|
Feb 03, 2025
Q4 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-5.48K- 11.76% |
$412K - $455K
|
41.1K
$3.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Family Management Corp
New York, NY |
SELL
|
- |
-5.97K- 54.65% |
$449K - $496K
|
4.96K
$406K
|
|
|
Feb 06, 2025
Q4 2024
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-6K- 51.64% |
$451K - $498K
|
5.62K
$460K
|
|
|
Jan 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-6.03K- 3.14% |
$453K - $500K
|
186K
$15.2M
|
|
|
Jan 06, 2025
Q4 2024
|
Stairway Partners, LLC
|
SELL
|
- |
-6.1K- 1.9% |
$458K - $506K
|
315K
$25.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-6.11K- 3.2% |
$458K - $507K
|
185K
$15.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-6.21K- 6.01% |
$466K - $515K
|
97.1K
$7.94M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-6.3K- 6.35% |
$473K - $523K
|
92.8K
$7.59M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-6.31K- 1.15% |
$474K - $524K
|
543K
$44.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-6.48K- 3.69% |
$486K - $537K
|
169K
$13.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-6.61K- 10.72% |
$496K - $548K
|
55K
$4.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Triasima Portfolio Management Inc.
|
SELL
|
- |
-6.69K- 26.29% |
$502K - $555K
|
18.7K
$1.53M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-6.79K- 1.43% |
$510K - $564K
|
468K
$38.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Bontempo Ohly Capital Mgmt LLC
Bethesda, MD |
SELL
|
- |
-6.84K- 1.07% |
$514K - $567K
|
630K
$51.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-7K- 2.67% |
$526K - $581K
|
255K
$20.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-7.13K- 50.87% |
$536K - $592K
|
6.89K
$564K
|
|
|
Jan 31, 2025
Q4 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-7.14K- 24.67% |
$536K - $593K
|
21.8K
$1.78M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-7.26K- 4.69% |
$545K - $602K
|
147K
$12.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-7.3K- 55.0% |
$548K - $605K
|
5.97K
$488K
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-7.68K- 40.74% |
$577K - $637K
|
11.2K
$914K
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-7.7K- 1.34% |
$578K - $639K
|
565K
$46.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-7.78K- 1.46% |
$584K - $645K
|
527K
$43.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-7.81K- 39.09% |
$586K - $648K
|
12.2K
$995K
|
|
|
Feb 03, 2025
Q4 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-7.93K- 37.83% |
$595K - $658K
|
13K
$1.07M
|
|
|
Jan 14, 2025
Q4 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-8.01K- 37.49% |
$601K - $664K
|
13.3K
$1.09M
|
|
|
Feb 13, 2025
Q4 2024
|
Montag & Caldwell, LLC
Atlanta, GA |
SELL
|
- |
-8.14K- 71.17% |
$611K - $676K
|
3.3K
$270K
|
|
|
Jan 21, 2025
Q4 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-8.46K- 6.63% |
$635K - $702K
|
119K
$9.74M
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-8.56K- 5.84% |
$643K - $710K
|
138K
$11.3M
|
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-8.84K- 8.42% |
$664K - $734K
|
96.2K
$7.87M
|
|
|
Feb 11, 2025
Q4 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-8.95K- 7.5% |
$672K - $743K
|
110K
$9.03M
|
|
|
Feb 07, 2025
Q4 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-8.98K- 11.84% |
$674K - $745K
|
66.9K
$5.47M
|
|
|
Jan 23, 2025
Q4 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-9.1K- 4.14% |
$683K - $755K
|
210K
$17.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-9.1K- 57.46% |
$683K - $755K
|
6.74K
$551K
|