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 11, 2025
Q4 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
139+ 2.46% |
$10.4K - $11.5K
|
5.79K
$461K
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
136+ 0.18% |
$10.2K - $11.3K
|
75K
$5.97M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
135+ 0.12% |
$10.1K - $11.2K
|
116K
$9.25M
|
|
|
Feb 06, 2025
Q4 2024
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
135+ 0.5% |
$10.1K - $11.2K
|
26.9K
$2.15M
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
132+ 2.53% |
$9.91K - $11K
|
5.36K
$427K
|
|
|
Jan 22, 2025
Q4 2024
|
Landmark Wealth Management, LLC
|
BUY
|
- |
130+ 2.32% |
$9.76K - $10.8K
|
5.73K
$456K
|
|
|
Jan 21, 2025
Q4 2024
|
Wolff Financial Management LLC
|
BUY
|
- |
127+ 0.81% |
$9.54K - $10.5K
|
15.9K
$1.26M
|
|
|
Jan 23, 2025
Q4 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
127+ 1.02% |
$9.54K - $10.5K
|
12.6K
$1M
|
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
127+ 4.65% |
$9.54K - $10.5K
|
2.86K
$227K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
123+ 0.74% |
$9.24K - $10.2K
|
16.8K
$1.34M
|
|
|
Jan 27, 2025
Q4 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
123+ 1.22% |
$9.24K - $10.2K
|
10.2K
$812K
|
|
|
Jan 31, 2025
Q4 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
122+ 1.34% |
$9.16K - $10.1K
|
9.22K
$734K
|
|
|
Jan 23, 2025
Q4 2024
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
121+ 1.41% |
$9.09K - $10K
|
8.71K
$694K
|
|
|
Jan 15, 2025
Q4 2024
|
Krilogy Financial LLC
|
BUY
|
- |
118+ 0.42% |
$8.86K - $9.79K
|
28.1K
$2.24M
|
|
|
Feb 11, 2025
Q4 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
118+ 2.21% |
$8.86K - $9.79K
|
5.47K
$435K
|
|
|
Jan 23, 2025
Q4 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
115+ 1.4% |
$8.64K - $9.54K
|
8.33K
$664K
|
|
|
Jan 21, 2025
Q4 2024
|
Cx Institutional
|
BUY
|
- |
113+ 0.54% |
$8.49K - $9.38K
|
21.1K
$1.68M
|
|
|
Jan 15, 2025
Q4 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
111+ 1.33% |
$8.34K - $9.21K
|
8.48K
$675K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
BUY
|
- |
110+ 0.56% |
$8.26K - $9.13K
|
19.6K
$1.56M
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
109New |
$8.19K - $9.05K
|
109
$8.68K
|
|
|
Feb 10, 2025
Q4 2024
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
109+ 1.4% |
$8.19K - $9.05K
|
7.89K
$629K
|
|
|
Jan 29, 2025
Q4 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
108+ 3.59% |
$8.11K - $8.96K
|
3.12K
$248K
|
|
|
Feb 11, 2025
Q4 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
108+ 1.27% |
$8.11K - $8.96K
|
8.62K
$687K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
100+ 17.7% |
$7.51K - $8.3K
|
665
$53K
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
BUY
|
- |
100+ 1.1% |
$7.51K - $8.3K
|
9.17K
$730K
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
BUY
|
- |
99+ 0.44% |
$7.43K - $8.22K
|
22.6K
$1.8M
|
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
99+ 0.45% |
$7.43K - $8.22K
|
22.3K
$1.78M
|
|
|
Feb 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
BUY
|
- |
98+ 0.31% |
$7.36K - $8.13K
|
31.2K
$2.49M
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
93+ 1.51% |
$6.98K - $7.72K
|
6.25K
$497K
|
|
|
Feb 06, 2025
Q4 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
92+ 1.51% |
$6.91K - $7.64K
|
6.2K
$494K
|
|
|
Jan 14, 2025
Q4 2024
|
Avity Investment Management Inc.
|
BUY
|
- |
86+ 0.81% |
$6.46K - $7.14K
|
10.6K
$848K
|
|
|
Jan 28, 2025
Q4 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
82+ 1.03% |
$6.16K - $6.81K
|
8.03K
$639K
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
77+ 1.41% |
$5.78K - $6.39K
|
5.55K
$442K
|
|
|
Jan 27, 2025
Q4 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
76+ 1.4% |
$5.71K - $6.31K
|
5.5K
$438K
|
|
|
Feb 07, 2025
Q4 2024
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
76+ 0.14% |
$5.71K - $6.31K
|
53.1K
$4.23M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
73+ 0.47% |
$5.48K - $6.06K
|
15.5K
$1.24M
|
|
|
Feb 05, 2025
Q4 2024
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
73+ 0.79% |
$5.48K - $6.06K
|
9.3K
$741K
|
|
|
Jan 22, 2025
Q4 2024
|
Savior LLC
|
BUY
|
- |
72+ 0.56% |
$5.41K - $5.98K
|
12.9K
$1.02M
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
69+ 0.47% |
$5.18K - $5.73K
|
14.8K
$1.18M
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
68+ 0.66% |
$5.11K - $5.64K
|
10.4K
$828K
|
|
|
Jan 16, 2025
Q4 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
66+ 1.5% |
$4.96K - $5.48K
|
4.47K
$356K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
66+ 1.52% |
$4.96K - $5.48K
|
4.4K
$351K
|
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
65+ 6.1% |
$4.88K - $5.39K
|
1.13K
$90K
|
|
|
Feb 04, 2025
Q4 2024
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
64+ 0.26% |
$4.81K - $5.31K
|
25.2K
$2M
|
|
|
Feb 11, 2025
Q4 2024
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
64New |
$4.81K - $5.31K
|
64
$5.1K
|
|
|
Feb 03, 2025
Q4 2024
|
Wp Advisors, LLC
|
BUY
|
- |
63+ 1.41% |
$4.73K - $5.23K
|
4.54K
$362K
|
|
|
Jan 15, 2025
Q4 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
60+ 2.39% |
$4.51K - $4.98K
|
2.57K
$205K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
60New |
$4.51K - $4.98K
|
60
$4.78K
|
|
|
Jan 28, 2025
Q4 2024
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
58+ 0.08% |
$4.36K - $4.81K
|
75.9K
$6.04M
|
|
|
Feb 07, 2025
Q4 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
55+ 0.91% |
$4.13K - $4.56K
|
6.07K
$483K
|