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 31, 2025
Q4 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-123- 3.82% |
$9.24K - $10.2K
|
3.1K
$247K
|
|
|
Jan 28, 2025
Q4 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-124- 0.5% |
$9.31K - $10.3K
|
24.6K
$1.96M
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-130- 6.37% |
$9.76K - $10.8K
|
1.91K
$152K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-131- 14.12% |
$9.84K - $10.9K
|
797
$63.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-131- 0.35% |
$9.84K - $10.9K
|
36.8K
$2.93M
|
|
|
Feb 05, 2025
Q4 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-131- 1.76% |
$9.84K - $10.9K
|
7.32K
$583K
|
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
SELL
|
- |
-132- 4.48% |
$9.91K - $11K
|
2.81K
$224K
|
|
|
Feb 04, 2025
Q4 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-132- 3.1% |
$9.91K - $11K
|
4.13K
$329K
|
|
|
Jan 22, 2025
Q4 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-139- 3.89% |
$10.4K - $11.5K
|
3.44K
$274K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-140- 0.24% |
$10.5K - $11.6K
|
59.3K
$4.72M
|
|
|
Jan 06, 2025
Q4 2024
|
Hiley Hunt Wealth Management
Omaha, NE |
SELL
|
- |
-142- 0.45% |
$10.7K - $11.8K
|
31.1K
$2.48M
|
|
|
Feb 10, 2025
Q4 2024
|
Ironwood Investment Management LLC
Boston, MA |
SELL
|
- |
-143- 0.13% |
$10.7K - $11.9K
|
108K
$8.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-150- 0.73% |
$11.3K - $12.4K
|
20.4K
$1.62M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-154- 2.45% |
$11.6K - $12.8K
|
6.12K
$488K
|
|
|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-157- 5.25% |
$11.8K - $13K
|
2.83K
$225K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-157- 3.35% |
$11.8K - $13K
|
4.54K
$361K
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-157- 8.33% |
$11.8K - $13K
|
1.73K
$138K
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-159- 1.49% |
$11.9K - $13.2K
|
10.5K
$839K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-160- 2.56% |
$12K - $13.3K
|
6.09K
$485K
|
|
|
Jan 03, 2025
Q4 2024
|
Dentgroup LLC
|
SELL
|
- |
-164- 2.54% |
$12.3K - $13.6K
|
6.29K
$501K
|
|
|
Jan 15, 2025
Q4 2024
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-166- 0.78% |
$12.5K - $13.8K
|
21.2K
$1.69M
|
|
|
Jan 29, 2025
Q4 2024
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-166- 0.18% |
$12.5K - $13.8K
|
90K
$7.17M
|
|
|
Jan 29, 2025
Q4 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-166- 1.4% |
$12.5K - $13.8K
|
11.7K
$929K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-169- 1.13% |
$12.7K - $14K
|
14.8K
$1.18M
|
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-170- 0.91% |
$12.8K - $14.1K
|
18.5K
$1.47M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-173- 0.36% |
$13K - $14.4K
|
47.8K
$3.81M
|
|
|
Jan 14, 2025
Q4 2024
|
Radnor Capital Management, LLC
|
SELL
|
- |
-175- 1.3% |
$13.1K - $14.5K
|
13.3K
$1.06M
|
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
SELL
|
- |
-181- 0.52% |
$13.6K - $15K
|
35K
$2.78M
|
|
|
Feb 04, 2025
Q4 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-184- 4.48% |
$13.8K - $15.3K
|
3.92K
$312K
|
|
|
Jan 15, 2025
Q4 2024
|
Defined Wealth Management, LLC
|
SELL
|
- |
-187- 0.5% |
$14K - $15.5K
|
37.3K
$2.97M
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-194- 0.25% |
$14.6K - $16.1K
|
76.3K
$6.08M
|
|
|
Jan 22, 2025
Q4 2024
|
Tru Independence LLC
|
SELL
|
- |
-194- 1.87% |
$14.6K - $16.1K
|
10.2K
$809K
|
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-198- 3.13% |
$14.9K - $16.4K
|
6.13K
$488K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-199- 1.73% |
$14.9K - $16.5K
|
11.3K
$901K
|
|
|
Feb 11, 2025
Q4 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-199- 1.43% |
$14.9K - $16.5K
|
13.7K
$1.09M
|
|
|
Jan 24, 2025
Q4 2024
|
S.A. Mason LLC
|
SELL
|
- |
-200- 4.73% |
$15K - $16.6K
|
4.02K
$321K
|
|
|
Feb 03, 2025
Q4 2024
|
Arcadia Investment Management Corp
|
SELL
|
- |
-200- 0.54% |
$15K - $16.6K
|
36.8K
$2.93M
|
|
|
Feb 04, 2025
Q4 2024
|
Sabal Trust CO
|
SELL
|
- |
-200- 2.79% |
$15K - $16.6K
|
6.96K
$554K
|
|
|
Feb 07, 2025
Q4 2024
|
Camden National Bank
Camden, ME |
SELL
|
- |
-200- 1.89% |
$15K - $16.6K
|
10.4K
$825K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-204- 2.87% |
$15.3K - $16.9K
|
6.91K
$550K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-214- 1.81% |
$16.1K - $17.8K
|
11.6K
$925K
|
|
|
Jan 14, 2025
Q4 2024
|
Essex Savings Bank
|
SELL
|
- |
-221- 2.04% |
$16.6K - $18.3K
|
10.6K
$843K
|
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-226- 0.84% |
$17K - $18.8K
|
26.7K
$2.12M
|
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-227- 4.07% |
$17K - $18.8K
|
5.35K
$426K
|
|
|
Feb 05, 2025
Q4 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-231- 1.37% |
$17.3K - $19.2K
|
16.7K
$1.33M
|
|
|
Feb 07, 2025
Q4 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-233- 1.04% |
$17.5K - $19.3K
|
22.2K
$1.77M
|
|
|
Feb 11, 2025
Q4 2024
|
Truepoint, Inc.
|
SELL
|
- |
-235- 1.65% |
$17.6K - $19.5K
|
14K
$1.11M
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-240- 0.89% |
$18K - $19.9K
|
26.7K
$2.13M
|
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-250- 1.35% |
$18.8K - $20.7K
|
18.3K
$1.46M
|
|
|
Jan 30, 2025
Q4 2024
|
Congress Asset Management CO
|
SELL
|
- |
-250- 0.96% |
$18.8K - $20.7K
|
25.8K
$2.06M
|