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 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-26- 0.47% |
$1.95K - $2.16K
|
5.49K
$437K
|
|
|
Jan 22, 2025
Q4 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-28- 0.48% |
$2.1K - $2.32K
|
5.81K
$463K
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-29- 0.18% |
$2.18K - $2.41K
|
16.1K
$1.29M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-31- 0.02% |
$2.33K - $2.57K
|
181K
$14.4M
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-31- 2.53% |
$2.33K - $2.57K
|
1.19K
$95K
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-32- 0.12% |
$2.4K - $2.66K
|
26.2K
$2.09M
|
|
|
Jan 23, 2025
Q4 2024
|
Gfs Advisors, LLC
|
SELL
|
- |
-35- 0.26% |
$2.63K - $2.9K
|
13.2K
$1.05M
|
|
|
Feb 05, 2025
Q4 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-35- -0.0% |
$2.63K - $2.9K
|
1.06M
$84.3M
|
|
|
Jan 16, 2025
Q4 2024
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-36- 0.15% |
$2.7K - $2.99K
|
23.4K
$1.87M
|
|
|
Jan 16, 2025
Q4 2024
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-41- 1.05% |
$3.08K - $3.4K
|
3.87K
$308K
|
|
|
Feb 06, 2025
Q4 2024
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-43- 0.46% |
$3.23K - $3.57K
|
9.4K
$749K
|
|
|
Jan 24, 2025
Q4 2024
|
Oak Family Advisors, LLC
|
SELL
|
- |
-45- 0.88% |
$3.38K - $3.73K
|
5.08K
$405K
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
SELL
|
- |
-48- 0.18% |
$3.6K - $3.98K
|
27.2K
$2.17M
|
|
|
Jan 07, 2025
Q4 2024
|
Bath Savings Trust CO
|
SELL
|
- |
-50- 0.71% |
$3.75K - $4.15K
|
7.01K
$559K
|
|
|
Jan 24, 2025
Q4 2024
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-53- 0.39% |
$3.98K - $4.4K
|
13.6K
$1.08M
|
|
|
Jan 22, 2025
Q4 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-57- 1.11% |
$4.28K - $4.73K
|
5.1K
$406K
|
|
|
Jan 29, 2025
Q4 2024
|
Jsf Financial, LLC
|
SELL
|
- |
-58- 0.73% |
$4.36K - $4.81K
|
7.87K
$626K
|
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-59- 0.57% |
$4.43K - $4.9K
|
10.3K
$824K
|
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-61- 0.3% |
$4.58K - $5.06K
|
20.6K
$1.64M
|
|
|
Jan 29, 2025
Q4 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-61- 7.91% |
$4.58K - $5.06K
|
710
$56.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-62- 0.44% |
$4.66K - $5.15K
|
13.9K
$1.11M
|
|
|
Feb 03, 2025
Q4 2024
|
Ashford Advisors, LLC
|
SELL
|
- |
-62- 0.17% |
$4.66K - $5.15K
|
36.5K
$2.9M
|
|
|
Jan 21, 2025
Q4 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-66- 1.16% |
$4.96K - $5.48K
|
5.65K
$450K
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
SELL
|
- |
-67- 0.68% |
$5.03K - $5.56K
|
9.72K
$775K
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-70- 2.18% |
$5.26K - $5.81K
|
3.14K
$250K
|
|
|
Jan 16, 2025
Q4 2024
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-72- 0.09% |
$5.41K - $5.98K
|
79.2K
$6.31M
|
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-74- 0.92% |
$5.56K - $6.14K
|
7.97K
$635K
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-75- 1.35% |
$5.63K - $6.22K
|
5.47K
$436K
|
|
|
Feb 07, 2025
Q4 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-75- 0.35% |
$5.63K - $6.22K
|
21.6K
$1.72M
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-80- 30.19% |
$6.01K - $6.64K
|
185
$14.7K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-83- 0.14% |
$6.23K - $6.89K
|
58.9K
$4.69M
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-88- 1.78% |
$6.61K - $7.3K
|
4.85K
$386K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-90- 0.66% |
$6.76K - $7.47K
|
13.5K
$1.08M
|
|
|
Feb 10, 2025
Q4 2024
|
First National Advisers, LLC
Omaha, NE |
SELL
|
- |
-91- 3.09% |
$6.83K - $7.55K
|
2.85K
$227K
|
|
|
Feb 03, 2025
Q4 2024
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-98- 3.22% |
$7.36K - $8.13K
|
2.95K
$235K
|
|
|
Jan 07, 2025
Q4 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-100- 1.6% |
$7.51K - $8.3K
|
6.14K
$489K
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-100- 1.13% |
$7.51K - $8.3K
|
8.71K
$694K
|
|
|
Jan 22, 2025
Q4 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-100- 0.28% |
$7.51K - $8.3K
|
36K
$2.87M
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-100- 2.1% |
$7.51K - $8.3K
|
4.66K
$371K
|
|
|
Jan 23, 2025
Q4 2024
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-104- 0.68% |
$7.81K - $8.63K
|
15.2K
$1.21M
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-104- 0.11% |
$7.81K - $8.63K
|
98.7K
$7.86M
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-104- 10.25% |
$7.81K - $8.63K
|
911
$72.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Investors Research Corp
|
SELL
|
- |
-105- 95.45% |
$7.89K - $8.71K
|
5
$398
|
|
|
Jan 16, 2025
Q4 2024
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-108- 3.44% |
$8.11K - $8.96K
|
3.03K
$241K
|
|
|
Jan 14, 2025
Q4 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-109- 0.67% |
$8.19K - $9.05K
|
16.1K
$1.28M
|
|
|
Feb 07, 2025
Q4 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-111- 0.09% |
$8.34K - $9.21K
|
121K
$9.62M
|
|
|
Jan 13, 2025
Q4 2024
|
Greenfield Savings Bank
|
SELL
|
- |
-112- 0.66% |
$8.41K - $9.29K
|
16.8K
$1.34M
|
|
|
Jan 03, 2025
Q4 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-114- 0.23% |
$8.56K - $9.46K
|
49K
$3.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-115- 0.16% |
$8.64K - $9.54K
|
70.3K
$5.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-119- 1.45% |
$8.94K - $9.88K
|
8.08K
$643K
|