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
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-3.38K- 7.36% |
$254K - $281K
|
42.6K
$3.49M
|
|
|
Feb 07, 2025
Q4 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-3.42K- 23.11% |
$257K - $284K
|
11.4K
$932K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.44K- 12.33% |
$258K - $285K
|
24.5K
$2M
|
|
|
Jan 30, 2025
Q4 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-3.44K- 42.31% |
$258K - $286K
|
4.69K
$384K
|
|
|
Feb 03, 2025
Q4 2024
|
Lansing Street Advisors
|
SELL
|
- |
-3.5K- 30.32% |
$263K - $290K
|
8.04K
$659K
|
|
|
Feb 07, 2025
Q4 2024
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-3.5K- 29.33% |
$263K - $290K
|
8.44K
$691K
|
|
|
Feb 13, 2025
Q4 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-3.57K- 29.78% |
$268K - $296K
|
8.41K
$689K
|
|
|
Feb 13, 2025
Q4 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-3.57K- 4.61% |
$268K - $296K
|
73.9K
$6.05M
|
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-3.68K- 21.14% |
$276K - $305K
|
13.7K
$1.12M
|
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-3.7K- 14.04% |
$278K - $307K
|
22.7K
$1.86M
|
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-3.74K- 24.57% |
$281K - $310K
|
11.5K
$941K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-3.79K- 14.71% |
$284K - $314K
|
21.9K
$1.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-3.9K- 3.8% |
$293K - $324K
|
98.7K
$8.08M
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-3.91K- 13.03% |
$294K - $325K
|
26.1K
$2.14M
|
|
|
Feb 12, 2025
Q4 2024
|
Portland Global Advisors LLC
|
SELL
|
- |
-4.01K- 1.62% |
$301K - $333K
|
244K
$20M
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-4.05K- 3.97% |
$304K - $336K
|
98.1K
$8.04M
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
SELL
|
- |
-4.09K- 8.73% |
$307K - $339K
|
42.7K
$3.5M
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-4.2K- 0.27% |
$316K - $349K
|
1.57M
$128M
|
|
|
Jan 16, 2025
Q4 2024
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-4.23K- 0.83% |
$318K - $351K
|
504K
$41.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-4.24K- 3.74% |
$318K - $352K
|
109K
$8.94M
|
|
|
Jan 23, 2025
Q4 2024
|
Old National Bancorp
|
SELL
|
- |
-4.29K- 7.21% |
$322K - $356K
|
55.3K
$4.53M
|
|
|
Jan 28, 2025
Q4 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-4.32K- 33.99% |
$324K - $358K
|
8.39K
$687K
|
|
|
Feb 04, 2025
Q4 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-4.41K- 6.4% |
$331K - $366K
|
64.6K
$5.29M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-4.47K- 12.56% |
$336K - $371K
|
31.1K
$2.55M
|
|
|
Jan 31, 2025
Q4 2024
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-4.52K- 3.07% |
$339K - $375K
|
143K
$11.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.55K- 37.08% |
$342K - $378K
|
7.72K
$632K
|
|
|
Feb 14, 2025
Q4 2024
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-4.58K- 99.98% |
$344K - $380K
|
1
$81.9
|
|
|
Feb 13, 2025
Q4 2024
|
Arvest Bank Trust Division
Dewey, OK |
SELL
|
- |
-4.72K- 0.33% |
$355K - $392K
|
1.42M
$116M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-4.74K- 3.06% |
$356K - $393K
|
150K
$12.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-4.83K- 8.24% |
$363K - $401K
|
53.8K
$4.41M
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
SELL
|
- |
-4.97K- 12.78% |
$373K - $413K
|
33.9K
$2.78M
|
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-4.98K- 10.94% |
$374K - $414K
|
40.6K
$3.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-5.01K- 5.74% |
$376K - $416K
|
82.3K
$6.74M
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-5.08K- 55.77% |
$381K - $421K
|
4.03K
$330K
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-5.21K- 32.1% |
$391K - $433K
|
11K
$904K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-5.26K- 96.33% |
$395K - $436K
|
200
$16.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-5.26K- 0.18% |
$395K - $436K
|
2.95M
$242M
|
|
|
Feb 03, 2025
Q4 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-5.48K- 11.76% |
$412K - $455K
|
41.1K
$3.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Family Management Corp
New York, NY |
SELL
|
- |
-5.97K- 54.65% |
$449K - $496K
|
4.96K
$406K
|
|
|
Feb 06, 2025
Q4 2024
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-6K- 51.64% |
$451K - $498K
|
5.62K
$460K
|
|
|
Jan 23, 2025
Q4 2024
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-6.03K- 3.14% |
$453K - $500K
|
186K
$15.2M
|
|
|
Jan 06, 2025
Q4 2024
|
Stairway Partners, LLC
|
SELL
|
- |
-6.1K- 1.9% |
$458K - $506K
|
315K
$25.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-6.11K- 3.2% |
$458K - $507K
|
185K
$15.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-6.21K- 6.01% |
$466K - $515K
|
97.1K
$7.96M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-6.3K- 6.35% |
$473K - $523K
|
92.8K
$7.61M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-6.31K- 1.15% |
$474K - $524K
|
543K
$44.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-6.48K- 3.69% |
$486K - $537K
|
169K
$13.8M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-6.61K- 10.72% |
$496K - $548K
|
55K
$4.51M
|
|
|
Jan 28, 2025
Q4 2024
|
Triasima Portfolio Management Inc.
|
SELL
|
- |
-6.69K- 26.29% |
$502K - $555K
|
18.7K
$1.54M
|
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-6.79K- 1.43% |
$510K - $564K
|
468K
$38.3M
|