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
|
Valmark Advisers, Inc.
|
BUY
|
- |
22.4K+ 2.97% |
$1.69M - $1.86M
|
777K
$63.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
21.4K+ 4.87% |
$1.61M - $1.78M
|
462K
$37.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
21.4KNew |
$1.61M - $1.78M
|
21.4K
$1.75M
|
|
|
Jan 24, 2025
Q4 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
21.3K+ 15012.68% |
$1.6M - $1.77M
|
21.5K
$1.76M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
21.3K+ 211.29% |
$1.6M - $1.76M
|
31.3K
$2.56M
|
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
21K+ 18.2% |
$1.58M - $1.74M
|
136K
$11.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
20.9K+ 567.06% |
$1.57M - $1.74M
|
24.6K
$2.01M
|
|
|
Jan 29, 2025
Q4 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
20.4K+ 5.04% |
$1.53M - $1.69M
|
425K
$34.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
BUY
|
- |
20K+ 41.15% |
$1.5M - $1.66M
|
68.6K
$5.61M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
19.9K+ 13.36% |
$1.5M - $1.65M
|
169K
$13.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
19.7K+ 28.58% |
$1.48M - $1.64M
|
88.8K
$7.26M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
19.5K+ 6.51% |
$1.46M - $1.62M
|
319K
$26.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Parkside Advisors LLC
|
BUY
|
- |
19.2K+ 5.71% |
$1.44M - $1.59M
|
355K
$29.1M
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
18.9K+ 19.26% |
$1.42M - $1.57M
|
117K
$9.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
18.9KNew |
$1.42M - $1.57M
|
18.9K
$1.54M
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
18.6K+ 61.09% |
$1.4M - $1.55M
|
49.2K
$4.02M
|
|
|
Feb 04, 2025
Q4 2024
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
18.2K+ 10.19% |
$1.37M - $1.51M
|
197K
$16.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
18.1K+ 268.88% |
$1.36M - $1.5M
|
24.9K
$2.04M
|
|
|
Feb 03, 2025
Q4 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
17.9KNew |
$1.35M - $1.49M
|
17.9K
$1.47M
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
17.9KNew |
$1.34M - $1.48M
|
17.9K
$1.46M
|
|
|
Jan 16, 2025
Q4 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
17.6K+ 49.52% |
$1.32M - $1.46M
|
53.3K
$4.36M
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
17.6K+ 22.52% |
$1.32M - $1.46M
|
95.9K
$7.85M
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
17.5KNew |
$1.32M - $1.45M
|
17.5K
$1.43M
|
|
|
Feb 04, 2025
Q4 2024
|
Genesis Wealth Advisors, LLC
Braintree, MA |
BUY
|
- |
17.5KNew |
$1.32M - $1.45M
|
17.5K
$1.43M
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
17.5K+ 20.56% |
$1.31M - $1.45M
|
103K
$8.39M
|
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
17K+ 508.79% |
$1.27M - $1.41M
|
20.3K
$1.66M
|
|
|
Feb 12, 2025
Q4 2024
|
Allie Family Office LLC
|
BUY
|
- |
16.9K+ 7.17% |
$1.27M - $1.4M
|
253K
$20.7M
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
BUY
|
- |
16.4KNew |
$1.23M - $1.36M
|
16.4K
$1.34M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
16.3KNew |
$1.23M - $1.35M
|
16.3K
$1.34M
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
16.2K+ 25.3% |
$1.21M - $1.34M
|
80.1K
$6.55M
|
|
|
Feb 10, 2025
Q4 2024
|
Yardley Wealth Management LLC
Yardley, PA |
BUY
|
- |
16.1K+ 173.91% |
$1.21M - $1.33M
|
25.3K
$2.07M
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
15.7KNew |
$1.18M - $1.3M
|
15.7K
$1.28M
|
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
15.5K+ 3.76% |
$1.16M - $1.28M
|
427K
$34.9M
|
|
|
Feb 07, 2025
Q4 2024
|
Argentarii, LLC
Cincinnati, OH |
BUY
|
- |
15.3KNew |
$1.15M - $1.27M
|
15.3K
$1.25M
|
|
|
Feb 13, 2025
Q4 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
15.2K+ 249.86% |
$1.14M - $1.26M
|
21.3K
$1.74M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
15.1KNew |
$1.13M - $1.25M
|
15.1K
$1.23M
|
|
|
Feb 11, 2025
Q4 2024
|
Clune & Associates, Ltd.
Chicago, IL |
BUY
|
- |
14.9KNew |
$1.12M - $1.24M
|
14.9K
$1.22M
|
|
|
Feb 10, 2025
Q4 2024
|
Montis Financial, LLC
|
BUY
|
- |
14.7K+ 87.21% |
$1.11M - $1.22M
|
31.6K
$2.59M
|
|
|
Feb 10, 2025
Q4 2024
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
14.6KNew |
$1.09M - $1.21M
|
14.6K
$1.19M
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
13.9K+ 363.6% |
$1.04M - $1.15M
|
17.7K
$1.45M
|
|
|
Feb 11, 2025
Q4 2024
|
Mizuho Markets Americas LLC
|
BUY
|
- |
13.6K+ 168.75% |
$1.02M - $1.13M
|
21.6K
$1.77M
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
13.5K+ 768.61% |
$1.01M - $1.12M
|
15.2K
$1.24M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
13K+ 39.92% |
$979K - $1.08M
|
45.7K
$3.74M
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
BUY
|
- |
12.9K+ 8.77% |
$972K - $1.07M
|
160K
$13.1M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
12.9KNew |
$965K - $1.07M
|
12.9K
$1.05M
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
12.8K+ 16.15% |
$962K - $1.06M
|
92.1K
$7.54M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
12.5K+ 1.36% |
$940K - $1.04M
|
934K
$76.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
12.4K+ 8.74% |
$932K - $1.03M
|
154K
$12.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
12.4K+ 7.87% |
$931K - $1.03M
|
170K
$13.9M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
12.4K+ 55.28% |
$928K - $1.03M
|
34.7K
$2.84M
|