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
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
66+ 0.09% |
$4.96K - $5.48K
|
71.7K
$5.87M
|
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
65+ 6.1% |
$4.88K - $5.39K
|
1.13K
$92.4K
|
|
|
Feb 04, 2025
Q4 2024
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
64+ 0.26% |
$4.81K - $5.31K
|
25.2K
$2.06M
|
|
|
Feb 11, 2025
Q4 2024
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
64New |
$4.81K - $5.31K
|
64
$5.24K
|
|
|
Feb 03, 2025
Q4 2024
|
Wp Advisors, LLC
|
BUY
|
- |
63+ 1.41% |
$4.73K - $5.23K
|
4.54K
$371K
|
|
|
Jan 15, 2025
Q4 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
60+ 2.39% |
$4.51K - $4.98K
|
2.57K
$210K
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
60New |
$4.51K - $4.98K
|
60
$4.91K
|
|
|
Jan 28, 2025
Q4 2024
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
58+ 0.08% |
$4.36K - $4.81K
|
75.9K
$6.21M
|
|
|
Feb 07, 2025
Q4 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
55+ 0.91% |
$4.13K - $4.56K
|
6.07K
$496K
|
|
|
Feb 06, 2025
Q4 2024
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
54+ 1.23% |
$4.06K - $4.48K
|
4.44K
$363K
|
|
|
Jan 21, 2025
Q4 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
53+ 1.42% |
$3.98K - $4.4K
|
3.79K
$310K
|
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
53+ 1.32% |
$3.98K - $4.4K
|
4.08K
$334K
|
|
|
Feb 13, 2025
Q4 2024
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
52+ 0.71% |
$3.91K - $4.32K
|
7.37K
$603K
|
|
|
Feb 07, 2025
Q4 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
49+ 1.88% |
$3.68K - $4.07K
|
2.65K
$217K
|
|
|
Jan 24, 2025
Q4 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
47+ 0.78% |
$3.53K - $3.9K
|
6.04K
$494K
|
|
|
Feb 12, 2025
Q4 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
46+ 0.61% |
$3.45K - $3.82K
|
7.53K
$616K
|
|
|
Jan 14, 2025
Q4 2024
|
Twele Capital Management, Inc.
|
BUY
|
- |
45+ 0.21% |
$3.38K - $3.73K
|
21.2K
$1.73M
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
44New |
$3.3K - $3.65K
|
44
$3.6K
|
|
|
Jan 16, 2025
Q4 2024
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
42+ 0.43% |
$3.15K - $3.49K
|
9.77K
$799K
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
42+ 12.69% |
$3.15K - $3.49K
|
373
$30.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
BUY
|
- |
41+ 0.34% |
$3.08K - $3.4K
|
12.1K
$992K
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
BUY
|
- |
39+ 1.39% |
$2.93K - $3.24K
|
2.85K
$233K
|
|
|
Jan 15, 2025
Q4 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
38+ 1.26% |
$2.85K - $3.15K
|
3.07K
$251K
|
|
|
Jan 22, 2025
Q4 2024
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
36+ 0.24% |
$2.7K - $2.99K
|
15.3K
$1.25M
|
|
|
Feb 10, 2025
Q4 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
36+ 0.59% |
$2.7K - $2.99K
|
6.17K
$505K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
35New |
$2.63K - $2.9K
|
35
$2.86K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
34+ 1.23% |
$2.55K - $2.82K
|
2.8K
$229K
|
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
33+ 0.52% |
$2.48K - $2.74K
|
6.44K
$527K
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
31+ 0.99% |
$2.33K - $2.57K
|
3.17K
$259K
|
|
|
Feb 05, 2025
Q4 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
31+ 2.83% |
$2.33K - $2.57K
|
1.13K
$92.1K
|
|
|
Jan 15, 2025
Q4 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
30+ 0.82% |
$2.25K - $2.49K
|
3.7K
$303K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
30+ 0.59% |
$2.25K - $2.49K
|
5.1K
$418K
|
|
|
Jan 31, 2025
Q4 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
30+ 0.85% |
$2.25K - $2.49K
|
3.57K
$292K
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
30+ 0.64% |
$2.25K - $2.49K
|
4.73K
$387K
|
|
|
Jan 24, 2025
Q4 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
29+ 0.51% |
$2.18K - $2.41K
|
5.73K
$469K
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
28New |
$2.1K - $2.32K
|
28
$2.29K
|
|
|
Jan 13, 2025
Q4 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
27+ 0.47% |
$2.03K - $2.24K
|
5.73K
$469K
|
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
25+ 0.93% |
$1.88K - $2.07K
|
2.72K
$223K
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
BUY
|
- |
25+ 5.11% |
$1.88K - $2.07K
|
514
$42.1K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
24+ 5.21% |
$1.8K - $1.99K
|
485
$39.7K
|
|
|
Jan 29, 2025
Q4 2024
|
Augustine Asset Management Inc
|
BUY
|
- |
24+ 0.75% |
$1.8K - $1.99K
|
3.24K
$265K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
24+ 0.72% |
$1.8K - $1.99K
|
3.36K
$275K
|
|
|
Jan 27, 2025
Q4 2024
|
Fusion Family Wealth LLC
|
BUY
|
- |
23+ 0.11% |
$1.73K - $1.91K
|
20.8K
$1.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
23+ 0.12% |
$1.73K - $1.91K
|
19.6K
$1.61M
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
21+ 1.07% |
$1.58K - $1.74K
|
1.99K
$162K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
21+ 0.79% |
$1.58K - $1.74K
|
2.69K
$220K
|
|
|
Jan 16, 2025
Q4 2024
|
Colorado Capital Management, Inc.
|
BUY
|
- |
21+ 0.36% |
$1.58K - $1.74K
|
5.91K
$484K
|
|
|
Jan 29, 2025
Q4 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
20+ 0.4% |
$1.5K - $1.66K
|
4.97K
$407K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
20+ 1.26% |
$1.5K - $1.66K
|
1.61K
$131K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
19+ 1.42% |
$1.43K - $1.58K
|
1.35K
$111K
|