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 06, 2025
Q4 2024
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
54+ 1.23% |
$4.06K - $4.48K
|
4.44K
$353K
|
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
53+ 1.42% |
$3.98K - $4.4K
|
3.79K
$302K
|
|
|
Feb 07, 2025
Q4 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
49+ 1.88% |
$3.68K - $4.07K
|
2.65K
$211K
|
|
|
Jan 24, 2025
Q4 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
47+ 0.78% |
$3.53K - $3.9K
|
6.04K
$481K
|
|
|
Jan 14, 2025
Q4 2024
|
Twele Capital Management, Inc.
|
BUY
|
- |
45+ 0.21% |
$3.38K - $3.73K
|
21.2K
$1.69M
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
44New |
$3.3K - $3.65K
|
44
$3.5K
|
|
|
Jan 16, 2025
Q4 2024
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
42+ 0.43% |
$3.15K - $3.49K
|
9.77K
$778K
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
BUY
|
- |
41+ 0.34% |
$3.08K - $3.4K
|
12.1K
$966K
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
BUY
|
- |
39+ 1.39% |
$2.93K - $3.24K
|
2.85K
$227K
|
|
|
Jan 15, 2025
Q4 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
38+ 1.26% |
$2.85K - $3.15K
|
3.07K
$244K
|
|
|
Jan 22, 2025
Q4 2024
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
36+ 0.24% |
$2.7K - $2.99K
|
15.3K
$1.22M
|
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
36+ 0.59% |
$2.7K - $2.99K
|
6.17K
$492K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
35New |
$2.63K - $2.9K
|
35
$2.79K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
34+ 1.23% |
$2.55K - $2.82K
|
2.8K
$223K
|
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
33+ 0.52% |
$2.48K - $2.74K
|
6.44K
$513K
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
31+ 0.99% |
$2.33K - $2.57K
|
3.17K
$252K
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
31+ 2.83% |
$2.33K - $2.57K
|
1.13K
$89.7K
|
|
|
Jan 15, 2025
Q4 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
30+ 0.82% |
$2.25K - $2.49K
|
3.7K
$295K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
30+ 0.59% |
$2.25K - $2.49K
|
5.1K
$407K
|
|
|
Jan 31, 2025
Q4 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
30+ 0.85% |
$2.25K - $2.49K
|
3.57K
$285K
|
|
|
Jan 24, 2025
Q4 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
29+ 0.51% |
$2.18K - $2.41K
|
5.73K
$457K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
28New |
$2.1K - $2.32K
|
28
$2.23K
|
|
|
Jan 13, 2025
Q4 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
27+ 0.47% |
$2.03K - $2.24K
|
5.73K
$457K
|
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
25+ 0.93% |
$1.88K - $2.07K
|
2.72K
$217K
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
BUY
|
- |
25+ 5.11% |
$1.88K - $2.07K
|
514
$40.9K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
24+ 5.21% |
$1.8K - $1.99K
|
485
$38.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Augustine Asset Management Inc
|
BUY
|
- |
24+ 0.75% |
$1.8K - $1.99K
|
3.24K
$258K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
24+ 0.72% |
$1.8K - $1.99K
|
3.36K
$267K
|
|
|
Jan 27, 2025
Q4 2024
|
Fusion Family Wealth LLC
|
BUY
|
- |
23+ 0.11% |
$1.73K - $1.91K
|
20.8K
$1.66M
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
21+ 1.07% |
$1.58K - $1.74K
|
1.99K
$158K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
21+ 0.79% |
$1.58K - $1.74K
|
2.69K
$214K
|
|
|
Jan 16, 2025
Q4 2024
|
Colorado Capital Management, Inc.
|
BUY
|
- |
21+ 0.36% |
$1.58K - $1.74K
|
5.91K
$471K
|
|
|
Jan 29, 2025
Q4 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
20+ 0.4% |
$1.5K - $1.66K
|
4.97K
$396K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
20+ 1.26% |
$1.5K - $1.66K
|
1.61K
$128K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
19+ 1.42% |
$1.43K - $1.58K
|
1.35K
$108K
|
|
|
Feb 06, 2025
Q4 2024
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
19+ 0.43% |
$1.43K - $1.58K
|
4.44K
$354K
|
|
|
Feb 06, 2025
Q4 2024
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
19+ 0.26% |
$1.43K - $1.58K
|
7.33K
$584K
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
18+ 0.22% |
$1.35K - $1.49K
|
8.14K
$648K
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
16+ 0.34% |
$1.2K - $1.33K
|
4.71K
$375K
|
|
|
Jan 07, 2025
Q4 2024
|
Fc Advisory LLC
|
BUY
|
- |
15+ 0.5% |
$1.13K - $1.24K
|
3.03K
$241K
|
|
|
Jan 14, 2025
Q4 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
15+ 0.11% |
$1.13K - $1.24K
|
14.3K
$1.14M
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
13+ 0.15% |
$976 - $1.08K
|
8.55K
$681K
|
|
|
Jan 15, 2025
Q4 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
13+ 0.28% |
$976 - $1.08K
|
4.62K
$368K
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
12+ 1.43% |
$901 - $996
|
850
$67.7K
|
|
|
Jan 31, 2025
Q4 2024
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
12+ 0.21% |
$901 - $996
|
5.68K
$453K
|
|
|
Jan 23, 2025
Q4 2024
|
Simpli Fi, Inc.
|
BUY
|
- |
11+ 0.16% |
$826 - $913
|
6.84K
$545K
|
|
|
Jan 15, 2025
Q4 2024
|
Grant
|
BUY
|
- |
10+ 0.35% |
$751 - $830
|
2.87K
$229K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
9+ 0.67% |
$676 - $747
|
1.35K
$107K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
8+ 0.03% |
$601 - $664
|
26.4K
$2.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
7+ 0.2% |
$526 - $581
|
3.58K
$285K
|