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
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-457- 10.9% |
$34.3K - $37.9K
|
3.74K
$292K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-489- 4.25% |
$36.7K - $40.6K
|
11K
$862K
|
|
|
Jan 21, 2025
Q4 2024
|
First Bancorp, Inc
|
SELL
|
- |
-490- 2.66% |
$36.8K - $40.7K
|
17.9K
$1.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Community Trust & Investment CO
|
SELL
|
- |
-500- 8.8% |
$37.6K - $41.5K
|
5.19K
$405K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealth Bridge Investment Counsel Inc.
|
SELL
|
- |
-500- 0.38% |
$37.6K - $41.5K
|
131K
$10.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-516- 0.81% |
$38.8K - $42.8K
|
63.5K
$4.96M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-565- 0.45% |
$42.4K - $46.9K
|
125K
$9.76M
|
|
|
Jan 14, 2025
Q4 2024
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-571- 0.49% |
$42.9K - $47.4K
|
117K
$9.12M
|
|
|
Jan 15, 2025
Q4 2024
|
Perkins Coie Trust CO
|
SELL
|
- |
-590- 20.62% |
$44.3K - $49K
|
2.27K
$177K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-599- 91.87% |
$45K - $49.7K
|
53
$4.14K
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-601- 2.24% |
$45.1K - $49.9K
|
26.2K
$2.05M
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-610- 2.46% |
$45.8K - $50.6K
|
24.2K
$1.89M
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-622- 4.38% |
$46.7K - $51.6K
|
13.6K
$1.06M
|
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
SELL
|
- |
-643- 2.38% |
$48.3K - $53.4K
|
26.3K
$2.06M
|
|
|
Jan 21, 2025
Q4 2024
|
Monte Financial Group, LLC
|
SELL
|
- |
-650- 9.44% |
$48.8K - $53.9K
|
6.24K
$487K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-652- 15.3% |
$49K - $54.1K
|
3.61K
$282K
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-656- 0.62% |
$49.3K - $54.4K
|
106K
$8.26M
|
|
|
Jan 16, 2025
Q4 2024
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-709- 8.15% |
$53.2K - $58.8K
|
7.99K
$625K
|
|
|
Jan 13, 2025
Q4 2024
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-725- 5.21% |
$54.4K - $60.2K
|
13.2K
$1.03M
|
|
|
Jan 21, 2025
Q4 2024
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-744- 13.79% |
$55.9K - $61.7K
|
4.65K
$363K
|
|
|
Jan 16, 2025
Q4 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-746- 2.07% |
$56K - $61.9K
|
35.2K
$2.75M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-750- 3.56% |
$56.3K - $62.2K
|
20.3K
$1.59M
|
|
|
Jan 17, 2025
Q4 2024
|
Bill Few Associates, Inc.
|
SELL
|
- |
-794- 22.38% |
$59.6K - $65.9K
|
2.75K
$215K
|
|
|
Jan 10, 2025
Q4 2024
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-817- 11.91% |
$61.4K - $67.8K
|
6.04K
$472K
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-820- 8.67% |
$61.6K - $68.1K
|
8.64K
$675K
|
|
|
Jan 06, 2025
Q4 2024
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-850- 8.9% |
$63.8K - $70.5K
|
8.7K
$680K
|
|
|
Jan 23, 2025
Q4 2024
|
Ht Partners LLC
|
SELL
|
- |
-877- 0.15% |
$65.9K - $72.8K
|
577K
$45.1M
|
|
|
Jan 06, 2025
Q4 2024
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-884- 3.52% |
$66.4K - $73.4K
|
24.2K
$1.89M
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Group Inc
|
SELL
|
- |
-894- 14.33% |
$67.1K - $74.2K
|
5.35K
$418K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-946- 8.45% |
$71K - $78.5K
|
10.3K
$801K
|
|
|
Jan 23, 2025
Q4 2024
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-967- 48.62% |
$72.6K - $80.3K
|
1.02K
$79.9K
|
|
|
Jan 23, 2025
Q4 2024
|
West Bancorporation Inc
|
SELL
|
- |
-990- 12.05% |
$74.3K - $82.2K
|
7.23K
$565K
|
|
|
Jan 17, 2025
Q4 2024
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
SELL
|
- |
-992- 2.31% |
$74.5K - $82.3K
|
42K
$3.28M
|
|
|
Jan 13, 2025
Q4 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
SELL
|
- |
-1K- 0.73% |
$75.1K - $83K
|
136K
$10.6M
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-1K- 0.54% |
$75.2K - $83.1K
|
183K
$14.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
SELL
|
- |
-1.01K- 5.96% |
$75.5K - $83.4K
|
15.9K
$1.24M
|
|
|
Jan 22, 2025
Q4 2024
|
Forte Asset Management LLC
|
SELL
|
- |
-1.05K- 6.11% |
$78.9K - $87.1K
|
16.1K
$1.26M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-1.07K- 2.48% |
$80.5K - $89K
|
42.2K
$3.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Corundum Trust Company, Inc
Sioux Falls, SD |
SELL
|
- |
-1.08K- 7.86% |
$80.8K - $89.3K
|
12.6K
$986K
|
|
|
Jan 13, 2025
Q4 2024
|
Parisi Gray Wealth Management
|
SELL
|
- |
-1.09K- 1.12% |
$81.6K - $90.1K
|
95.5K
$7.46M
|
|
|
Jan 13, 2025
Q4 2024
|
Thomasville National Bank
|
SELL
|
- |
-1.13K- 8.98% |
$84.9K - $93.8K
|
11.4K
$895K
|
|
|
Jan 23, 2025
Q4 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-1.15K- 6.19% |
$86.3K - $95.4K
|
17.4K
$1.36M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.15K- 8.06% |
$86.4K - $95.5K
|
13.1K
$1.03M
|
|
|
Jan 22, 2025
Q4 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
SELL
|
- |
-1.19K- 3.23% |
$89.6K - $99K
|
35.8K
$2.8M
|
|
|
Jan 15, 2025
Q4 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-1.2K- 25.45% |
$90.4K - $99.9K
|
3.53K
$276K
|
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-1.21K- 2.89% |
$91.1K - $101K
|
40.8K
$3.19M
|
|
|
Jan 21, 2025
Q4 2024
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-1.24K- 9.64% |
$93.3K - $103K
|
11.6K
$909K
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-1.25K- 6.65% |
$93.6K - $103K
|
17.5K
$1.37M
|
|
|
Jan 23, 2025
Q4 2024
|
Clarity Financial LLC
|
SELL
|
- |
-1.48K- 19.62% |
$111K - $123K
|
6.06K
$473K
|
|
|
Jan 15, 2025
Q4 2024
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-1.5K- 20.0% |
$113K - $124K
|
6K
$469K
|