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 27, 2025
Q4 2024
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
31.3KNew |
$2.35M - $2.6M
|
31.3K
$2.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
30.3K+ 7.29% |
$2.28M - $2.52M
|
447K
$35.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
30.3K+ 60.45% |
$2.28M - $2.51M
|
80.4K
$6.41M
|
|
|
Jan 13, 2025
Q4 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
30.2KNew |
$2.27M - $2.51M
|
30.2K
$2.41M
|
|
|
Jan 23, 2025
Q4 2024
|
Cmg Global Holdings, LLC
|
BUY
|
- |
28.6K+ 1197.24% |
$2.15M - $2.38M
|
31K
$2.47M
|
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
28.5KNew |
$2.14M - $2.37M
|
28.5K
$2.27M
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
27.8K+ 10.77% |
$2.09M - $2.3M
|
285K
$22.7M
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
27.1K+ 15.97% |
$2.04M - $2.25M
|
197K
$15.7M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
26.7K+ 1.79% |
$2.01M - $2.22M
|
1.52M
$121M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
26.5K+ 1.58% |
$1.99M - $2.2M
|
1.7M
$136M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
26.2K+ 8.09% |
$1.97M - $2.18M
|
350K
$27.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Imc Chicago, LLC
|
BUY
|
- |
25.3K+ 202.33% |
$1.9M - $2.1M
|
37.9K
$3.01M
|
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
25K+ 4.49% |
$1.88M - $2.07M
|
581K
$46.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
24.8K+ 22.1% |
$1.86M - $2.06M
|
137K
$10.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
24.6KNew |
$1.85M - $2.04M
|
24.6K
$1.96M
|
|
|
Feb 07, 2025
Q4 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
24K+ 8.38% |
$1.81M - $1.99M
|
311K
$24.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
23.7K+ 353.21% |
$1.78M - $1.97M
|
30.5K
$2.43M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
22.9K+ 31.78% |
$1.72M - $1.9M
|
95.1K
$7.57M
|
|
|
Jan 10, 2025
Q4 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
22.9K+ 17.47% |
$1.72M - $1.9M
|
154K
$12.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
22.4K+ 2.97% |
$1.69M - $1.86M
|
777K
$61.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
21.4K+ 4.87% |
$1.61M - $1.78M
|
462K
$36.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
21.4KNew |
$1.61M - $1.78M
|
21.4K
$1.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
21.3K+ 15012.68% |
$1.6M - $1.77M
|
21.5K
$1.71M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
21.3K+ 211.29% |
$1.6M - $1.76M
|
31.3K
$2.49M
|
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
21K+ 18.2% |
$1.58M - $1.74M
|
136K
$10.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
20.9K+ 567.06% |
$1.57M - $1.74M
|
24.6K
$1.96M
|
|
|
Jan 29, 2025
Q4 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
20.4K+ 5.04% |
$1.53M - $1.69M
|
425K
$33.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
19.9K+ 13.36% |
$1.5M - $1.65M
|
169K
$13.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
19.7K+ 28.58% |
$1.48M - $1.64M
|
88.8K
$7.07M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
19.5K+ 6.51% |
$1.46M - $1.62M
|
319K
$25.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Parkside Advisors LLC
|
BUY
|
- |
19.2K+ 5.71% |
$1.44M - $1.59M
|
355K
$28.3M
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
18.9K+ 19.26% |
$1.42M - $1.57M
|
117K
$9.34M
|
|
|
Jan 31, 2025
Q4 2024
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
18.9KNew |
$1.42M - $1.57M
|
18.9K
$1.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
18.6K+ 61.09% |
$1.4M - $1.55M
|
49.2K
$3.92M
|
|
|
Feb 04, 2025
Q4 2024
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
18.2K+ 10.19% |
$1.37M - $1.51M
|
197K
$15.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
18.1K+ 268.88% |
$1.36M - $1.5M
|
24.9K
$1.98M
|
|
|
Feb 03, 2025
Q4 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
17.9KNew |
$1.35M - $1.49M
|
17.9K
$1.43M
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
17.9KNew |
$1.34M - $1.48M
|
17.9K
$1.43M
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
17.6K+ 49.52% |
$1.32M - $1.46M
|
53.3K
$4.24M
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
17.6K+ 22.52% |
$1.32M - $1.46M
|
95.9K
$7.64M
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
17.5KNew |
$1.32M - $1.45M
|
17.5K
$1.4M
|
|
|
Feb 04, 2025
Q4 2024
|
Genesis Wealth Advisors, LLC
Braintree, MA |
BUY
|
- |
17.5KNew |
$1.32M - $1.45M
|
17.5K
$1.39M
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
17.5K+ 20.56% |
$1.31M - $1.45M
|
103K
$8.16M
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
17K+ 508.79% |
$1.27M - $1.41M
|
20.3K
$1.62M
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
BUY
|
- |
16.4KNew |
$1.23M - $1.36M
|
16.4K
$1.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
16.3KNew |
$1.23M - $1.35M
|
16.3K
$1.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
16.2K+ 25.3% |
$1.21M - $1.34M
|
80.1K
$6.38M
|
|
|
Feb 10, 2025
Q4 2024
|
Yardley Wealth Management LLC
Yardley, PA |
BUY
|
- |
16.1K+ 173.91% |
$1.21M - $1.33M
|
25.3K
$2.02M
|
|
|
Feb 07, 2025
Q4 2024
|
Argentarii, LLC
Cincinnati, OH |
BUY
|
- |
15.3KNew |
$1.15M - $1.27M
|
15.3K
$1.22M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
15.1KNew |
$1.13M - $1.25M
|
15.1K
$1.2M
|