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
|
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
|
|
|
Feb 11, 2025
Q4 2024
|
Td Asset Management Inc
|
SELL
|
- |
-519K- 7.32% |
$39M - $43.1M
|
6.57M
$523M
|
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-843K- 99.0% |
$63.3M - $70M
|
8.49K
$677K
|
|
|
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
|