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 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
247+ 0.48% |
$18.5K - $20.5K
|
51.8K
$4.12M
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
240+ 2.07% |
$18K - $19.9K
|
11.8K
$942K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
238+ 0.69% |
$17.9K - $19.8K
|
34.6K
$2.76M
|
|
|
Jan 16, 2025
Q4 2024
|
Schwab Charitable Fund
|
BUY
|
- |
234+ 2.66% |
$17.6K - $19.4K
|
9.03K
$719K
|
|
|
Jan 21, 2025
Q4 2024
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
230New |
$17.3K - $19.1K
|
230
$18.3K
|
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
228New |
$17.1K - $18.9K
|
228
$18.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
225+ 2.56% |
$16.9K - $18.7K
|
9.01K
$717K
|
|
|
Feb 04, 2025
Q4 2024
|
Holistic Financial Partners
|
BUY
|
- |
224+ 1.92% |
$16.8K - $18.6K
|
11.9K
$949K
|
|
|
Feb 06, 2025
Q4 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
223+ 0.54% |
$16.7K - $18.5K
|
41.3K
$3.29M
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
221+ 5.97% |
$16.6K - $18.3K
|
3.93K
$313K
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
221+ 0.45% |
$16.6K - $18.3K
|
49.8K
$3.97M
|
|
|
Jan 23, 2025
Q4 2024
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
219+ 4.69% |
$16.4K - $18.2K
|
4.89K
$390K
|
|
|
Jan 16, 2025
Q4 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
211+ 0.85% |
$15.8K - $17.5K
|
25K
$1.99M
|
|
|
Jan 24, 2025
Q4 2024
|
Asset Planning Corporation
|
BUY
|
- |
209+ 0.63% |
$15.7K - $17.3K
|
33.6K
$2.68M
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
206+ 7.81% |
$15.5K - $17.1K
|
2.84K
$226K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
198+ 5.21% |
$14.9K - $16.4K
|
4K
$318K
|
|
|
Jan 06, 2025
Q4 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
198+ 1.94% |
$14.9K - $16.4K
|
10.4K
$829K
|
|
|
Jan 21, 2025
Q4 2024
|
Neumann Capital Management, LLC
|
BUY
|
- |
193+ 0.56% |
$14.5K - $16K
|
34.9K
$2.78M
|
|
|
Feb 06, 2025
Q4 2024
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
192+ 0.91% |
$14.4K - $15.9K
|
21.4K
$1.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
190+ 0.9% |
$14.3K - $15.8K
|
21.2K
$1.69M
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
190+ 5.36% |
$14.3K - $15.8K
|
3.74K
$298K
|
|
|
Feb 11, 2025
Q4 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
190+ 92.68% |
$14.3K - $15.8K
|
395
$31.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
188+ 6.97% |
$14.1K - $15.6K
|
2.89K
$230K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
187+ 0.25% |
$14K - $15.5K
|
75.5K
$6.01M
|
|
|
Feb 11, 2025
Q4 2024
|
Washington Trust Bank
|
BUY
|
- |
186+ 0.91% |
$14K - $15.4K
|
20.7K
$1.65M
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
176+ 1.73% |
$13.2K - $14.6K
|
10.3K
$823K
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
175+ 0.39% |
$13.1K - $14.5K
|
44.7K
$3.56M
|
|
|
Feb 10, 2025
Q4 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
173New |
$13K - $14.4K
|
173
$13.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
161+ 0.71% |
$12.1K - $13.4K
|
22.9K
$1.83M
|
|
|
Jan 06, 2025
Q4 2024
|
Boltwood Capital Management
|
BUY
|
- |
160+ 0.49% |
$12K - $13.3K
|
32.5K
$2.59M
|
|
|
Feb 06, 2025
Q4 2024
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
156+ 1.56% |
$11.7K - $12.9K
|
10.2K
$809K
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
150+ 0.58% |
$11.3K - $12.4K
|
26.1K
$2.08M
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
147+ 14.67% |
$11K - $12.2K
|
1.15K
$91.5K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
146+ 2.89% |
$11K - $12.1K
|
5.2K
$414K
|
|
|
Jan 27, 2025
Q4 2024
|
Meritage Portfolio Management
|
BUY
|
- |
144+ 4.84% |
$10.8K - $12K
|
3.12K
$248K
|
|
|
Jan 30, 2025
Q4 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
142+ 1.15% |
$10.7K - $11.8K
|
12.5K
$995K
|
|
|
Feb 07, 2025
Q4 2024
|
Horan Securities, Inc.
|
BUY
|
- |
140+ 1.61% |
$10.5K - $11.6K
|
8.82K
$702K
|
|
|
Feb 06, 2025
Q4 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
139+ 1.89% |
$10.4K - $11.5K
|
7.5K
$597K
|
|
|
Feb 11, 2025
Q4 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
139+ 2.46% |
$10.4K - $11.5K
|
5.79K
$461K
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
136+ 0.18% |
$10.2K - $11.3K
|
75K
$5.97M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
135+ 0.12% |
$10.1K - $11.2K
|
116K
$9.25M
|
|
|
Feb 06, 2025
Q4 2024
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
135+ 0.5% |
$10.1K - $11.2K
|
26.9K
$2.15M
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
132+ 2.53% |
$9.91K - $11K
|
5.36K
$427K
|
|
|
Jan 22, 2025
Q4 2024
|
Landmark Wealth Management, LLC
|
BUY
|
- |
130+ 2.32% |
$9.76K - $10.8K
|
5.73K
$456K
|
|
|
Jan 21, 2025
Q4 2024
|
Wolff Financial Management LLC
|
BUY
|
- |
127+ 0.81% |
$9.54K - $10.5K
|
15.9K
$1.26M
|
|
|
Jan 23, 2025
Q4 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
127+ 1.02% |
$9.54K - $10.5K
|
12.6K
$1M
|
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
127+ 4.65% |
$9.54K - $10.5K
|
2.86K
$227K
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
123+ 0.74% |
$9.24K - $10.2K
|
16.8K
$1.34M
|
|
|
Jan 27, 2025
Q4 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
123+ 1.22% |
$9.24K - $10.2K
|
10.2K
$812K
|
|
|
Jan 31, 2025
Q4 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
122+ 1.34% |
$9.16K - $10.1K
|
9.22K
$734K
|