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 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
25+ 0.93% |
$1.88K - $2.07K
|
2.72K
$216K
|
|
|
Jan 29, 2025
Q4 2024
|
Augustine Asset Management Inc
|
BUY
|
- |
24+ 0.75% |
$1.8K - $1.99K
|
3.24K
$257K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
24+ 5.21% |
$1.8K - $1.99K
|
485
$38.4K
|
|
|
Jan 27, 2025
Q4 2024
|
Fusion Family Wealth LLC
|
BUY
|
- |
23+ 0.11% |
$1.73K - $1.91K
|
20.8K
$1.65M
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
21+ 0.79% |
$1.58K - $1.74K
|
2.69K
$213K
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
21+ 1.07% |
$1.58K - $1.74K
|
1.99K
$157K
|
|
|
Jan 16, 2025
Q4 2024
|
Colorado Capital Management, Inc.
|
BUY
|
- |
21+ 0.36% |
$1.58K - $1.74K
|
5.91K
$468K
|
|
|
Jan 29, 2025
Q4 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
20+ 0.4% |
$1.5K - $1.66K
|
4.97K
$394K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
19+ 1.42% |
$1.43K - $1.58K
|
1.35K
$107K
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
18+ 0.22% |
$1.35K - $1.49K
|
8.14K
$645K
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
16+ 0.34% |
$1.2K - $1.33K
|
4.71K
$373K
|
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
BUY
|
- |
15+ 0.5% |
$1.13K - $1.24K
|
3.03K
$240K
|
|
|
Jan 14, 2025
Q4 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
15+ 0.11% |
$1.13K - $1.24K
|
14.3K
$1.13M
|
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
13+ 0.28% |
$976 - $1.08K
|
4.62K
$366K
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
13+ 0.15% |
$976 - $1.08K
|
8.55K
$677K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
12+ 1.43% |
$901 - $996
|
850
$67.4K
|
|
|
Jan 31, 2025
Q4 2024
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
12+ 0.21% |
$901 - $996
|
5.68K
$450K
|
|
|
Jan 23, 2025
Q4 2024
|
Simpli Fi, Inc.
|
BUY
|
- |
11+ 0.16% |
$826 - $913
|
6.84K
$542K
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
BUY
|
- |
10+ 0.35% |
$751 - $830
|
2.87K
$227K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
9+ 0.67% |
$676 - $747
|
1.35K
$107K
|
|
|
Jan 16, 2025
Q4 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
7+ 1.56% |
$526 - $581
|
457
$36.2K
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
7+ 0.2% |
$526 - $581
|
3.58K
$283K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
7+ 0.22% |
$526 - $581
|
3.16K
$250K
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
6+ 0.04% |
$451 - $498
|
13.5K
$1.07M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
5+ 0.11% |
$376 - $415
|
4.54K
$360K
|
|
|
Jan 28, 2025
Q4 2024
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
4+ 0.07% |
$300 - $332
|
5.96K
$472K
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.1% |
$300 - $332
|
4K
$317K
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
4+ 0.13% |
$300 - $332
|
3.19K
$253K
|
|
|
Jan 13, 2025
Q4 2024
|
Gleason Group, Inc.
|
BUY
|
- |
3+ 1.29% |
$225 - $249
|
236
$18.7K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
3+ 1.2% |
$225 - $249
|
253
$20K
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
2+ 1.8% |
$150 - $166
|
113
$8.95K
|
|
|
Jan 22, 2025
Q4 2024
|
Ckw Financial Group
|
BUY
|
- |
2+ 1.17% |
$150 - $166
|
173
$13.7K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
2+ 0.06% |
$150 - $166
|
3.17K
$252K
|
|
|
Jan 31, 2025
Q4 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
2+ 0.0% |
$150 - $166
|
53.5K
$4.24M
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
2+ 0.09% |
$150 - $166
|
2.34K
$186K
|
|
|
Jan 16, 2025
Q4 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
1+ 0.03% |
$75.1 - $83
|
3.21K
$254K
|
|
|
Jan 22, 2025
Q4 2024
|
Legacy Bridge, LLC
|
BUY
|
- |
1+ 0.01% |
$75.1 - $83
|
16K
$1.27M
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.06% |
$75.1 - $83
|
1.6K
$127K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
1+ 0.06% |
$75.1 - $83
|
1.66K
$132K
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
1+ 0.01% |
$75.1 - $83
|
7.4K
$586K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1+ 0.0% |
$75.1 - $83
|
73.9K
$5.86M
|
|
|
Jan 22, 2025
Q4 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
1+ 0.03% |
$75.1 - $83
|
3.69K
$292K
|
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
1+ 0.02% |
$75.1 - $83
|
4.32K
$342K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 15, 2025
Q4 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-1- 0.02% |
$75.1 - $83
|
5.23K
$415K
|
|
|
Jan 06, 2025
Q4 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-1- 0.58% |
$75.1 - $83
|
172
$13.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Wealth Partners
|
SELL
|
- |
-3- 0.07% |
$225 - $249
|
4K
$317K
|
|
|
Jan 14, 2025
Q4 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-3- 0.03% |
$225 - $249
|
9.51K
$753K
|
|
|
Jan 16, 2025
Q4 2024
|
Farrell Financial LLC
Orchard Park, NY |
SELL
|
- |
-4- 0.07% |
$300 - $332
|
5.89K
$467K
|
|
|
Jan 31, 2025
Q4 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-5- 0.01% |
$376 - $415
|
41.9K
$3.32M
|