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 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
1.41K+ 2.21% |
$106K - $117K
|
65.1K
$5.33M
|
|
Jan 28, 2025
Q4 2024
|
Santori & Peters, Inc.
|
BUY
|
- |
1.39K+ 2.63% |
$105K - $116K
|
54.4K
$4.45M
|
|
Feb 11, 2025
Q4 2024
|
First American Trust, Fsb
|
BUY
|
- |
1.36K+ 12.82% |
$102K - $113K
|
12K
$981K
|
|
Jan 17, 2025
Q4 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1.35K+ 0.78% |
$101K - $112K
|
175K
$14.3M
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
1.32K+ 2.64% |
$99.2K - $110K
|
51.4K
$4.2M
|
|
Feb 07, 2025
Q4 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
1.27K+ 13.56% |
$95.5K - $105K
|
10.6K
$871K
|
|
Feb 04, 2025
Q4 2024
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
1.27K+ 1.45% |
$95.1K - $105K
|
88.6K
$7.25M
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
BUY
|
- |
1.25K+ 10.46% |
$94.1K - $104K
|
13.2K
$1.08M
|
|
Feb 13, 2025
Q4 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
1.23K+ 2.82% |
$92.4K - $102K
|
44.9K
$3.67M
|
|
Jan 29, 2025
Q4 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
1.23K+ 1.08% |
$92.4K - $102K
|
115K
$9.4M
|
|
Jan 30, 2025
Q4 2024
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
1.22K+ 1.15% |
$91.4K - $101K
|
107K
$8.74M
|
|
Feb 12, 2025
Q4 2024
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
1.21K+ 1.02% |
$91K - $101K
|
120K
$9.79M
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.21K+ 300.25% |
$90.6K - $100K
|
1.61K
$132K
|
|
Jan 28, 2025
Q4 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
1.19K+ 4.72% |
$89.5K - $98.9K
|
26.5K
$2.16M
|
|
Feb 13, 2025
Q4 2024
|
Hudson Portfolio Management LLC
Garrison, NY |
BUY
|
- |
1.19K+ 13.36% |
$89K - $98.3K
|
10.1K
$823K
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
1.18K+ 8.23% |
$88.9K - $98.3K
|
15.6K
$1.27M
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
1.18K+ 2.28% |
$88.8K - $98.2K
|
53.1K
$4.34M
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
BUY
|
- |
1.18K+ 3.8% |
$88.4K - $97.7K
|
32.2K
$2.63M
|
|
Jan 30, 2025
Q4 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
1.17K+ 42.95% |
$87.8K - $97K
|
3.89K
$318K
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1.16K+ 8.48% |
$87K - $96.2K
|
14.8K
$1.21M
|
|
Jan 30, 2025
Q4 2024
|
Arcus Capital Partners, LLC
|
BUY
|
- |
1.13K+ 14.78% |
$84.6K - $93.5K
|
8.75K
$716K
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.08K+ 201.86% |
$81.4K - $90K
|
1.62K
$133K
|
|
Jan 16, 2025
Q4 2024
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
1.08K+ 13.73% |
$81K - $89.5K
|
8.94K
$731K
|
|
Jan 17, 2025
Q4 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
1.08K+ 107.5% |
$80.7K - $89.2K
|
2.08K
$170K
|
|
Feb 05, 2025
Q4 2024
|
Glassman Wealth Services
|
BUY
|
- |
1.05K+ 697.35% |
$79.1K - $87.4K
|
1.2K
$98.5K
|
|
Feb 13, 2025
Q4 2024
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
1.05K+ 8.35% |
$78.9K - $87.1K
|
13.6K
$1.11M
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
1.04K+ 4.59% |
$78.4K - $86.6K
|
23.8K
$1.95M
|
|
Jan 28, 2025
Q4 2024
|
Empowered Funds, LLC
|
BUY
|
- |
1.04KNew |
$78.3K - $86.5K
|
1.04K
$85.2K
|
|
Jan 14, 2025
Q4 2024
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
1.04K+ 3.54% |
$78.2K - $86.4K
|
30.5K
$2.49M
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
1.04KNew |
$77.7K - $85.9K
|
1.04K
$84.7K
|
|
Jan 29, 2025
Q4 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
1.03K+ 24.26% |
$77.1K - $85.2K
|
5.26K
$430K
|
|
Feb 04, 2025
Q4 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
1.02KNew |
$76.2K - $84.2K
|
1.02K
$83K
|
|
Jan 16, 2025
Q4 2024
|
Oldfather Financial Services, LLC
|
BUY
|
- |
979+ 0.95% |
$73.5K - $81.2K
|
104K
$8.54M
|
|
Jan 14, 2025
Q4 2024
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
955+ 8.53% |
$71.7K - $79.3K
|
12.2K
$994K
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
949New |
$71.3K - $78.8K
|
949
$77.6K
|
|
Jan 29, 2025
Q4 2024
|
Newport Capital Group, LLC
|
BUY
|
- |
948+ 4.09% |
$71.2K - $78.7K
|
24.1K
$1.97M
|
|
Feb 06, 2025
Q4 2024
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
944+ 1.32% |
$70.9K - $78.3K
|
72.7K
$5.94M
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
928+ 11.34% |
$69.7K - $77K
|
9.11K
$745K
|
|
Feb 11, 2025
Q4 2024
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
894New |
$67.1K - $74.2K
|
894
$73.1K
|
|
Feb 06, 2025
Q4 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
891+ 16.27% |
$66.9K - $73.9K
|
6.37K
$521K
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
890+ 10.54% |
$66.8K - $73.9K
|
9.33K
$763K
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
890New |
$66.8K - $73.9K
|
890
$72.8K
|
|
Feb 13, 2025
Q4 2024
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
889+ 19.08% |
$66.8K - $73.8K
|
5.55K
$454K
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
880+ 1.42% |
$66.1K - $73K
|
62.8K
$5.13M
|
|
Jan 15, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
867+ 0.68% |
$65.1K - $72K
|
129K
$10.5M
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
864+ 5.33% |
$64.9K - $71.7K
|
17.1K
$1.4M
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
855+ 5.51% |
$64.2K - $71K
|
16.4K
$1.34M
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
849+ 2.64% |
$63.8K - $70.5K
|
33K
$2.7M
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
843New |
$63.3K - $70K
|
843
$69K
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
833+ 0.14% |
$62.6K - $69.1K
|
607K
$49.7M
|