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 30, 2025
Q4 2024
|
Congress Asset Management CO
|
SELL
|
- |
-250- 0.96% |
$18.8K - $20.7K
|
25.8K
$2.11M
|
|
|
Feb 06, 2025
Q4 2024
|
Acas, LLC
|
SELL
|
- |
-250- 0.81% |
$18.8K - $20.7K
|
30.6K
$2.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-252- 4.99% |
$18.9K - $20.9K
|
4.8K
$392K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-256- 1.34% |
$19.2K - $21.2K
|
18.8K
$1.54M
|
|
|
Feb 13, 2025
Q4 2024
|
Caerus Investment Advisors, LLC
|
SELL
|
- |
-256- 0.33% |
$19.2K - $21.2K
|
76.5K
$6.26M
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-261- 1.17% |
$19.6K - $21.7K
|
22K
$1.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-264- 0.27% |
$19.8K - $21.9K
|
96K
$7.85M
|
|
|
Jan 28, 2025
Q4 2024
|
Axos Invest Inc.
Las Vegas, NV |
SELL
|
- |
-280- 5.42% |
$21K - $23.2K
|
4.89K
$400K
|
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-280- 0.07% |
$21K - $23.2K
|
379K
$31M
|
|
|
Jan 28, 2025
Q4 2024
|
Northeast Investment Management
|
SELL
|
- |
-283- 2.13% |
$21.3K - $23.5K
|
13K
$1.06M
|
|
|
Jan 23, 2025
Q4 2024
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-288- 2.89% |
$21.6K - $23.9K
|
9.69K
$793K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-289- 1.2% |
$21.7K - $24K
|
23.8K
$1.95M
|
|
|
Jan 24, 2025
Q4 2024
|
Hfg Advisors, Inc.
|
SELL
|
- |
-290- 1.16% |
$21.8K - $24.1K
|
24.7K
$2.02M
|
|
|
Jan 15, 2025
Q4 2024
|
Woodstock Corp
|
SELL
|
- |
-300- 1.02% |
$22.5K - $24.9K
|
29K
$2.37M
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-301- 4.72% |
$22.6K - $25K
|
6.08K
$497K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-305- 0.62% |
$22.9K - $25.3K
|
48.6K
$3.98M
|
|
|
Jan 30, 2025
Q4 2024
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-309- 0.41% |
$23.2K - $25.6K
|
75.9K
$6.21M
|
|
|
Jan 13, 2025
Q4 2024
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-315- 2.48% |
$23.7K - $26.1K
|
12.4K
$1.01M
|
|
|
Jan 27, 2025
Q4 2024
|
Sargent Investment Group, LLC
|
SELL
|
- |
-320- 9.51% |
$24K - $26.6K
|
3.05K
$249K
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-327- 2.76% |
$24.6K - $27.1K
|
11.5K
$941K
|
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-328- 3.1% |
$24.6K - $27.2K
|
10.3K
$839K
|
|
|
Jan 13, 2025
Q4 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-336- 0.91% |
$25.2K - $27.9K
|
36.4K
$2.98M
|
|
|
Jan 17, 2025
Q4 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-337- 1.92% |
$25.3K - $28K
|
17.2K
$1.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-340- 7.45% |
$25.5K - $28.2K
|
4.22K
$346K
|
|
|
Jan 27, 2025
Q4 2024
|
Private Management Group Inc
|
SELL
|
- |
-341- 11.38% |
$25.6K - $28.3K
|
2.66K
$217K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-343- 1.33% |
$25.8K - $28.5K
|
25.5K
$2.09M
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-343- 3.43% |
$25.8K - $28.5K
|
9.65K
$790K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-345- 1.95% |
$25.9K - $28.6K
|
17.4K
$1.42M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-347- 0.24% |
$26.1K - $28.8K
|
147K
$12.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-349- 1.09% |
$26.2K - $29K
|
31.6K
$2.59M
|
|
|
Feb 10, 2025
Q4 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-350- 0.2% |
$26.3K - $29K
|
172K
$14.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-351- 1.3% |
$26.4K - $29.1K
|
26.6K
$2.18M
|
|
|
Feb 05, 2025
Q4 2024
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-351- 0.34% |
$26.4K - $29.1K
|
104K
$8.53M
|
|
|
Jan 30, 2025
Q4 2024
|
Ltg Capital LLC
|
SELL
|
- |
-357- 0.91% |
$26.8K - $29.6K
|
38.9K
$3.18M
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-360- 1.35% |
$27K - $29.9K
|
26.3K
$2.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-365- 0.41% |
$27.4K - $30.3K
|
88.2K
$7.22M
|
|
|
Jan 22, 2025
Q4 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-372- 0.6% |
$27.9K - $30.9K
|
61.4K
$5.02M
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-386- 1.03% |
$29K - $32K
|
37.2K
$3.04M
|
|
|
Feb 11, 2025
Q4 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-391- 21.66% |
$29.4K - $32.4K
|
1.41K
$116K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
SELL
|
- |
-394- 0.3% |
$29.6K - $32.7K
|
132K
$10.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-400- 4.56% |
$30K - $33.2K
|
8.37K
$684K
|
|
|
Feb 03, 2025
Q4 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-407- 2.32% |
$30.6K - $33.8K
|
17.2K
$1.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-416- 4.12% |
$31.2K - $34.5K
|
9.69K
$792K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-416- 72.98% |
$31.2K - $34.5K
|
154
$12.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-417- 1.9% |
$31.3K - $34.6K
|
21.5K
$1.76M
|
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
SELL
|
- |
-422- 2.48% |
$31.7K - $35K
|
16.6K
$1.36M
|
|
|
Feb 06, 2025
Q4 2024
|
Investment Partners, Ltd.
|
SELL
|
- |
-426- 0.86% |
$32K - $35.4K
|
49K
$4.01M
|
|
|
Jan 28, 2025
Q4 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-427- 3.33% |
$32.1K - $35.4K
|
12.4K
$1.01M
|
|
|
Jan 16, 2025
Q4 2024
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-435- 1.06% |
$32.7K - $36.1K
|
40.6K
$3.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-438- 2.6% |
$32.9K - $36.3K
|
16.4K
$1.34M
|