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 07, 2025
Q4 2024
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-33.8K- 92.51% |
$2.54M - $2.81M
|
2.74K
$218K
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-34.3K- 24.37% |
$2.57M - $2.85M
|
106K
$8.47M
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-37.4K- 56.68% |
$2.81M - $3.1M
|
28.6K
$2.27M
|
|
|
Jan 29, 2025
Q4 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-37.5K- 85.4% |
$2.82M - $3.11M
|
6.41K
$510K
|
|
|
Jan 22, 2025
Q4 2024
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-39.3K- 79.0% |
$2.95M - $3.26M
|
10.4K
$832K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-44.5K- 7.05% |
$3.34M - $3.69M
|
587K
$46.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-45.9K- 7.1% |
$3.44M - $3.81M
|
600K
$47.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-46.4K- 11.14% |
$3.48M - $3.85M
|
370K
$29.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-51.8K- 72.92% |
$3.89M - $4.3M
|
19.2K
$1.53M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-59.9K- 19.96% |
$4.5M - $4.97M
|
240K
$19.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-60.6K- 74.05% |
$4.55M - $5.03M
|
21.2K
$1.69M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-61.2K- 8.49% |
$4.6M - $5.08M
|
660K
$52.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-71.5K- 11.13% |
$5.37M - $5.94M
|
571K
$45.5M
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-73.9K- 82.19% |
$5.55M - $6.13M
|
16K
$1.28M
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-76.6K- 84.11% |
$5.75M - $6.36M
|
14.5K
$1.15M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-78.7K- 5.28% |
$5.91M - $6.53M
|
1.41M
$112M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-92.2K- 11.12% |
$6.93M - $7.65M
|
737K
$58.7M
|
|
|
Feb 11, 2025
Q4 2024
|
Swan Global Investments, LLC
Durango, CO |
SELL
|
- |
-98.8K- 32.2% |
$7.42M - $8.2M
|
208K
$16.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-106K- 33.43% |
$7.96M - $8.79M
|
211K
$16.8M
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-115K- 87.66% |
$8.66M - $9.56M
|
16.2K
$1.29M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-125K- 58.72% |
$9.38M - $10.4M
|
87.8K
$7M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-126K- 60.42% |
$9.48M - $10.5M
|
82.7K
$6.59M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-131K- 44.39% |
$9.8M - $10.8M
|
164K
$13M
|
|
|
Jan 27, 2025
Q4 2024
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-154K- 97.69% |
$11.6M - $12.8M
|
3.65K
$291K
|
|
|
Feb 10, 2025
Q4 2024
|
Mondrian Investment Partners LTD
London, X0 |
SELL
|
- |
-166K- 72.52% |
$12.5M - $13.8M
|
62.9K
$5.01M
|
|
|
Feb 11, 2025
Q4 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
SELL
|
- |
-182K- 52.82% |
$13.7M - $15.1M
|
162K
$12.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-190K- 74.58% |
$14.2M - $15.7M
|
64.7K
$5.15M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-190K- 93.19% |
$14.3M - $15.8M
|
13.9K
$1.11M
|
|
|
Jan 15, 2025
Q4 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-226K- 97.56% |
$16.9M - $18.7M
|
5.64K
$449K
|
|
|
Feb 05, 2025
Q4 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
SELL
|
- |
-228K- 49.7% |
$17.1M - $18.9M
|
231K
$18.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-233K- 2.55% |
$17.5M - $19.3M
|
8.92M
$710M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-451K- 98.77% |
$33.9M - $37.4M
|
5.64K
$449K
|
|
|
Jan 14, 2025
Q4 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-976K- 99.79% |
$73.3M - $81M
|
2.1K
$167K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
SELL
|
- |
-1.03M- 19.08% |
$77M - $85.1M
|
4.35M
$347M
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-1.19M- 97.79% |
$89.6M - $99M
|
27K
$2.15M
|