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 13, 2025
Q4 2024
|
Northstar Advisory Group, LLC
|
BUY
|
- |
1.58K+ 58.7% |
$119K - $131K
|
4.28K
$334K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
1.58KNew |
$118K - $131K
|
1.58K
$123K
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.46K+ 11.96% |
$110K - $121K
|
13.7K
$1.07M
|
|
|
Jan 13, 2025
Q4 2024
|
Gpwm LLC
|
BUY
|
- |
1.46KNew |
$110K - $121K
|
1.46K
$114K
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
BUY
|
- |
1.42K+ 2.3% |
$107K - $118K
|
63.3K
$4.95M
|
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1.35K+ 0.78% |
$101K - $112K
|
175K
$13.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
1.32K+ 2.64% |
$99.2K - $110K
|
51.4K
$4.02M
|
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
BUY
|
- |
1.25K+ 10.46% |
$94.1K - $104K
|
13.2K
$1.03M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
1.18K+ 8.23% |
$88.9K - $98.3K
|
15.6K
$1.22M
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1.16K+ 8.48% |
$87K - $96.2K
|
14.8K
$1.16M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.08K+ 201.86% |
$81.4K - $90K
|
1.62K
$127K
|
|
|
Jan 16, 2025
Q4 2024
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
1.08K+ 13.73% |
$81K - $89.5K
|
8.94K
$698K
|
|
|
Jan 17, 2025
Q4 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
1.08K+ 107.5% |
$80.7K - $89.2K
|
2.08K
$162K
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
1.04K+ 4.59% |
$78.4K - $86.6K
|
23.8K
$1.86M
|
|
|
Jan 14, 2025
Q4 2024
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
1.04K+ 3.54% |
$78.2K - $86.4K
|
30.5K
$2.38M
|
|
|
Jan 16, 2025
Q4 2024
|
Oldfather Financial Services, LLC
|
BUY
|
- |
979+ 0.95% |
$73.5K - $81.2K
|
104K
$8.16M
|
|
|
Jan 14, 2025
Q4 2024
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
955+ 8.53% |
$71.7K - $79.3K
|
12.2K
$950K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
928+ 11.34% |
$69.7K - $77K
|
9.11K
$712K
|
|
|
Jan 15, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
867+ 0.68% |
$65.1K - $72K
|
129K
$10.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
829+ 3070.37% |
$62.3K - $68.8K
|
856
$66.9K
|
|
|
Jan 22, 2025
Q4 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
827+ 7.29% |
$62.1K - $68.6K
|
12.2K
$951K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
816+ 10.44% |
$61.3K - $67.7K
|
8.63K
$675K
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
BUY
|
- |
800+ 7.32% |
$60.1K - $66.4K
|
11.7K
$917K
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
742+ 3.14% |
$55.7K - $61.6K
|
24.4K
$1.9M
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
716+ 9.72% |
$53.8K - $59.4K
|
8.08K
$631K
|
|
|
Jan 06, 2025
Q4 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
668+ 10.84% |
$50.2K - $55.4K
|
6.83K
$534K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
BUY
|
- |
654+ 14.1% |
$49.1K - $54.3K
|
5.29K
$414K
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
651New |
$48.9K - $54K
|
651
$50.9K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
613New |
$46K - $50.9K
|
613
$47.9K
|
|
|
Jan 23, 2025
Q4 2024
|
Sol Capital Management CO
|
BUY
|
- |
600+ 10.71% |
$45.1K - $49.8K
|
6.2K
$485K
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
597+ 14.72% |
$44.8K - $49.5K
|
4.65K
$364K
|
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
BUY
|
- |
589+ 5.78% |
$44.2K - $48.9K
|
10.8K
$843K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
565+ 8.64% |
$42.4K - $46.9K
|
7.1K
$555K
|
|
|
Jan 15, 2025
Q4 2024
|
Tompkins Financial Corp
|
BUY
|
- |
555+ 3.84% |
$41.7K - $46.1K
|
15K
$1.17M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
545+ 8.44% |
$40.9K - $45.2K
|
7.01K
$547K
|
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
525+ 1.93% |
$39.4K - $43.6K
|
27.7K
$2.16M
|
|
|
Jan 14, 2025
Q4 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
509+ 141.0% |
$38.2K - $42.2K
|
870
$68K
|
|
|
Jan 14, 2025
Q4 2024
|
Sterling Investment Advisors LLC
|
BUY
|
- |
489+ 1.14% |
$36.7K - $40.6K
|
43.2K
$3.38M
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
479+ 1.06% |
$36K - $39.8K
|
45.8K
$3.58M
|
|
|
Jan 17, 2025
Q4 2024
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
449+ 2.64% |
$33.7K - $37.3K
|
17.5K
$1.36M
|
|
|
Jan 23, 2025
Q4 2024
|
Keudell
|
BUY
|
- |
437+ 4.33% |
$32.8K - $36.3K
|
10.5K
$823K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
430+ 6.27% |
$32.3K - $35.7K
|
7.29K
$569K
|
|
|
Jan 13, 2025
Q4 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
420+ 1.69% |
$31.5K - $34.9K
|
25.3K
$1.98M
|
|
|
Jan 13, 2025
Q4 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
395+ 4.33% |
$29.7K - $32.8K
|
9.53K
$745K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
391+ 11.33% |
$29.4K - $32.4K
|
3.84K
$300K
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
BUY
|
- |
353+ 3.95% |
$26.5K - $29.3K
|
9.29K
$726K
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
344+ 3.54% |
$25.8K - $28.5K
|
10.1K
$786K
|
|
|
Jan 16, 2025
Q4 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
339+ 0.45% |
$25.5K - $28.1K
|
75.2K
$5.88M
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
331+ 0.28% |
$24.9K - $27.5K
|
117K
$9.16M
|
|
|
Jan 17, 2025
Q4 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
313+ 1.41% |
$23.5K - $26K
|
22.6K
$1.76M
|