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 |
|---|---|---|---|---|---|---|---|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
SELL
|
- |
-32.1K- 45.48% |
$2.41M - $2.67M
|
38.5K
$3.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-32.3K- 97.39% |
$2.43M - $2.68M
|
866
$70.7K
|
|
|
Jan 07, 2025
Q4 2024
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-33.8K- 92.51% |
$2.54M - $2.81M
|
2.74K
$224K
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-34.3K- 24.37% |
$2.57M - $2.85M
|
106K
$8.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-37.1K- 2.95% |
$2.78M - $3.08M
|
1.22M
$99.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-37.1K- 5.6% |
$2.78M - $3.08M
|
625K
$51.1M
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-37.4K- 56.68% |
$2.81M - $3.1M
|
28.6K
$2.33M
|
|
|
Jan 29, 2025
Q4 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-37.5K- 85.4% |
$2.82M - $3.11M
|
6.41K
$523K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-38.9K- 2.19% |
$2.92M - $3.23M
|
1.74M
$142M
|
|
|
Jan 22, 2025
Q4 2024
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-39.3K- 79.0% |
$2.95M - $3.26M
|
10.4K
$853K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-39.9K- 2.69% |
$3M - $3.31M
|
1.44M
$118M
|
|
|
Feb 11, 2025
Q4 2024
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-40.4K- 55.43% |
$3.03M - $3.35M
|
32.5K
$2.65M
|
|
|
Feb 13, 2025
Q4 2024
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-40.5K- 54.31% |
$3.04M - $3.36M
|
34.1K
$2.78M
|
|
|
Feb 13, 2025
Q4 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-44.3K- 2.59% |
$3.33M - $3.68M
|
1.67M
$136M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-44.5K- 7.05% |
$3.34M - $3.69M
|
587K
$47.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-45.5K- 6.09% |
$3.42M - $3.78M
|
701K
$57.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-45.9K- 7.1% |
$3.44M - $3.81M
|
600K
$49M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-46.4K- 11.14% |
$3.48M - $3.85M
|
370K
$30.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-48.7K- 48.56% |
$3.66M - $4.04M
|
51.6K
$4.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-51.7K- 39.24% |
$3.88M - $4.29M
|
80.1K
$6.54M
|
|
|
Feb 07, 2025
Q4 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-51.8K- 72.92% |
$3.89M - $4.3M
|
19.2K
$1.57M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-54.5K- 97.59% |
$4.09M - $4.52M
|
1.35K
$110K
|
|
|
Feb 13, 2025
Q4 2024
|
Miller Investment Management, LP
West Conshohocken, PA |
SELL
|
- |
-55.5K- 6.26% |
$4.16M - $4.6M
|
831K
$67.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-56.1K- 5.81% |
$4.21M - $4.65M
|
908K
$74.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
SELL
|
- |
-56.7K- 21.26% |
$4.26M - $4.7M
|
210K
$17.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-59.9K- 72.85% |
$4.49M - $4.97M
|
22.3K
$1.82M
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-59.9K- 19.96% |
$4.5M - $4.97M
|
240K
$19.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-60.6K- 74.05% |
$4.55M - $5.03M
|
21.2K
$1.73M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-61.2K- 8.49% |
$4.6M - $5.08M
|
660K
$53.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-69.2K- 8.17% |
$5.2M - $5.74M
|
778K
$63.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-71.5K- 11.13% |
$5.37M - $5.94M
|
571K
$46.7M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-71.6K- 71.29% |
$5.38M - $5.95M
|
28.8K
$2.36M
|
|
|
Feb 05, 2025
Q4 2024
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-73.9K- 82.19% |
$5.55M - $6.13M
|
16K
$1.31M
|
|
|
Feb 12, 2025
Q4 2024
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
SELL
|
- |
-75.4K- 11.94% |
$5.66M - $6.26M
|
556K
$45.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-76.6K- 84.11% |
$5.75M - $6.36M
|
14.5K
$1.18M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-77.1K- 12.06% |
$5.79M - $6.4M
|
563K
$46M
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
SELL
|
- |
-77.7K- 10.26% |
$5.83M - $6.45M
|
679K
$55.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-78.7K- 5.28% |
$5.91M - $6.53M
|
1.41M
$115M
|
|
|
Feb 13, 2025
Q4 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-83.6K- 17.5% |
$6.28M - $6.94M
|
394K
$32.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-87K- 91.63% |
$6.53M - $7.22M
|
7.95K
$649K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-87.6K- 80.84% |
$6.58M - $7.27M
|
20.8K
$1.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-92.2K- 11.12% |
$6.93M - $7.65M
|
737K
$60.2M
|
|
|
Feb 11, 2025
Q4 2024
|
Swan Global Investments, LLC
Durango, CO |
SELL
|
- |
-98.8K- 32.2% |
$7.42M - $8.2M
|
208K
$17M
|
|
|
Feb 13, 2025
Q4 2024
|
F
|
SELL
|
- |
-101K- 35.69% |
$7.58M - $8.37M
|
182K
$14.8M
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-106K- 33.43% |
$7.96M - $8.79M
|
211K
$17.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-109K- 66.06% |
$8.18M - $9.04M
|
56K
$4.57M
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-115K- 87.66% |
$8.66M - $9.56M
|
16.2K
$1.32M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-125K- 58.72% |
$9.38M - $10.4M
|
87.8K
$7.17M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-126K- 60.42% |
$9.48M - $10.5M
|
82.7K
$6.75M
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-131K- 44.39% |
$9.8M - $10.8M
|
164K
$13.4M
|