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
|
Pathway Financial Advisors LLC
|
BUY
|
- |
5.26K+ 6.9% |
$395K - $436K
|
81.4K
$6.66M
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
5.25K+ 33.34% |
$395K - $436K
|
21K
$1.72M
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
BUY
|
- |
5.24K+ 1.35% |
$393K - $435K
|
392K
$32.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Climber Capital Sa
Nyon, V8 |
BUY
|
- |
5.07KNew |
$381K - $421K
|
5.07K
$415K
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
5.03K+ 12.04% |
$377K - $417K
|
46.8K
$3.83M
|
|
|
Jan 28, 2025
Q4 2024
|
Vested Financial Planning, LLC
San Carlos, CA |
BUY
|
- |
4.97KNew |
$373K - $412K
|
4.97K
$407K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
4.91K+ 71.15% |
$369K - $408K
|
11.8K
$967K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
4.91K+ 6.31% |
$369K - $407K
|
82.7K
$6.76M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
4.84K+ 65.81% |
$363K - $401K
|
12.2K
$997K
|
|
|
Feb 11, 2025
Q4 2024
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
BUY
|
- |
4.83KNew |
$363K - $401K
|
4.83K
$395K
|
|
|
Feb 10, 2025
Q4 2024
|
Family Firm, Inc.
|
BUY
|
- |
4.79K+ 2.86% |
$360K - $398K
|
172K
$14.1M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
4.75K+ 5.95% |
$356K - $394K
|
84.5K
$6.91M
|
|
|
Jan 21, 2025
Q4 2024
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
4.73KNew |
$356K - $393K
|
4.73K
$387K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
BUY
|
- |
4.7K+ 1942.98% |
$353K - $390K
|
4.94K
$404K
|
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
BUY
|
- |
4.69K+ 7.73% |
$353K - $390K
|
65.4K
$5.35M
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
4.64KNew |
$349K - $385K
|
4.64K
$380K
|
|
|
Jan 16, 2025
Q4 2024
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
4.64K+ 6.5% |
$348K - $385K
|
76K
$6.22M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
4.62K+ 0.83% |
$347K - $384K
|
560K
$45.8M
|
|
|
Jan 06, 2025
Q4 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
4.56K+ 15.96% |
$342K - $378K
|
33.1K
$2.71M
|
|
|
Jan 21, 2025
Q4 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
4.51KNew |
$339K - $375K
|
4.51K
$369K
|
|
|
Jan 29, 2025
Q4 2024
|
Financial Guidance Group, Inc.
|
BUY
|
- |
4.48K+ 75.85% |
$336K - $371K
|
10.4K
$849K
|
|
|
Feb 04, 2025
Q4 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
4.37K+ 11.57% |
$328K - $363K
|
42.2K
$3.45M
|
|
|
Feb 11, 2025
Q4 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
4.36K+ 9.39% |
$327K - $362K
|
50.7K
$4.15M
|
|
|
Jan 29, 2025
Q4 2024
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
4.27KNew |
$321K - $354K
|
4.27K
$349K
|
|
|
Feb 10, 2025
Q4 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
4.18K+ 91.79% |
$314K - $347K
|
8.74K
$715K
|
|
|
Feb 07, 2025
Q4 2024
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
4.18KNew |
$314K - $347K
|
4.18K
$342K
|
|
|
Jan 02, 2025
Q4 2024
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
4.17K+ 99.78% |
$313K - $346K
|
8.36K
$684K
|
|
|
Feb 03, 2025
Q4 2024
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
4.17KNew |
$313K - $346K
|
4.17K
$341K
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
4.16K+ 1.16% |
$313K - $345K
|
362K
$29.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
4.11KNew |
$309K - $341K
|
4.11K
$337K
|
|
|
Jan 23, 2025
Q4 2024
|
M Wealth Management, LLC
San Diego, CA |
BUY
|
- |
4.11KNew |
$309K - $341K
|
4.11K
$336K
|
|
|
Feb 13, 2025
Q4 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
4.05K+ 204.7% |
$304K - $336K
|
6.03K
$493K
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
3.97K+ 29.41% |
$298K - $329K
|
17.5K
$1.43M
|
|
|
Feb 13, 2025
Q4 2024
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
3.96KNew |
$297K - $328K
|
3.96K
$324K
|
|
|
Feb 07, 2025
Q4 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
3.9K+ 8.64% |
$293K - $323K
|
49K
$4.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.89K+ 8.43% |
$292K - $322K
|
50K
$4.09M
|
|
|
Feb 10, 2025
Q4 2024
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
3.87KNew |
$290K - $321K
|
3.87K
$316K
|
|
|
Jan 16, 2025
Q4 2024
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
3.86K+ 19.43% |
$290K - $320K
|
23.7K
$1.94M
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
3.85K+ 9.42% |
$289K - $320K
|
44.7K
$3.66M
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
3.84KNew |
$288K - $319K
|
3.84K
$314K
|
|
|
Jan 29, 2025
Q4 2024
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
3.81K+ 3.15% |
$286K - $316K
|
125K
$10.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
3.81K+ 8.66% |
$286K - $316K
|
47.8K
$3.91M
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
3.8K+ 233.31% |
$285K - $315K
|
5.42K
$444K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
3.78K+ 0.61% |
$284K - $313K
|
619K
$50.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
3.77K+ 2.71% |
$283K - $312K
|
143K
$11.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Bank Plus Trust Department
Jackson, MS |
BUY
|
- |
3.74KNew |
$281K - $311K
|
3.74K
$306K
|
|
|
Jan 17, 2025
Q4 2024
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
3.74K+ 2.86% |
$281K - $310K
|
134K
$11M
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
3.72K+ 37.8% |
$279K - $308K
|
13.5K
$1.11M
|
|
|
Jan 17, 2025
Q4 2024
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
3.65K+ 3.51% |
$274K - $303K
|
108K
$8.82M
|
|
|
Jan 28, 2025
Q4 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
3.65KNew |
$274K - $303K
|
3.65K
$298K
|