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 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
15.1KNew |
$1.13M - $1.25M
|
15.1K
$1.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Montis Financial, LLC
|
BUY
|
- |
14.7K+ 87.21% |
$1.11M - $1.22M
|
31.6K
$2.52M
|
|
|
Feb 10, 2025
Q4 2024
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
14.6KNew |
$1.09M - $1.21M
|
14.6K
$1.16M
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
13.9K+ 363.6% |
$1.04M - $1.15M
|
17.7K
$1.41M
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
13.5K+ 768.61% |
$1.01M - $1.12M
|
15.2K
$1.21M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
13K+ 39.92% |
$979K - $1.08M
|
45.7K
$3.64M
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
BUY
|
- |
12.9K+ 8.77% |
$972K - $1.07M
|
160K
$12.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
12.9KNew |
$965K - $1.07M
|
12.9K
$1.02M
|
|
|
Feb 04, 2025
Q4 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
12.8K+ 16.15% |
$962K - $1.06M
|
92.1K
$7.34M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
12.5K+ 1.36% |
$940K - $1.04M
|
934K
$74.4M
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
12.4K+ 8.74% |
$932K - $1.03M
|
154K
$12.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
12.4K+ 7.87% |
$931K - $1.03M
|
170K
$13.5M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
12.4K+ 55.28% |
$928K - $1.03M
|
34.7K
$2.76M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
12.3K+ 26.77% |
$923K - $1.02M
|
58.2K
$4.64M
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
12.2K+ 316.77% |
$919K - $1.02M
|
16.1K
$1.28M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
11.9K+ 5.3% |
$894K - $988K
|
236K
$18.8M
|
|
|
Jan 16, 2025
Q4 2024
|
Corundum Group, Inc.
|
BUY
|
- |
11.7K+ 9.05% |
$881K - $974K
|
141K
$11.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Maryland State Retirement & Pension System
|
BUY
|
- |
11.7K+ 35.76% |
$876K - $968K
|
44.3K
$3.53M
|
|
|
Jan 29, 2025
Q4 2024
|
Park Capital Management, LLC / Wi
Madison, WI |
BUY
|
- |
11.6KNew |
$872K - $964K
|
11.6K
$925K
|
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
11.5K+ 2.32% |
$867K - $958K
|
509K
$40.6M
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
11.4K+ 57.34% |
$856K - $945K
|
31.3K
$2.49M
|
|
|
Jan 30, 2025
Q4 2024
|
Abc Arbitrage Sa
Paris, I0 |
BUY
|
- |
11.3KNew |
$849K - $938K
|
11.3K
$900K
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
11.1KNew |
$835K - $923K
|
11.1K
$886K
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
11K+ 3.46% |
$829K - $916K
|
331K
$26.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
10.9KNew |
$816K - $902K
|
10.9K
$866K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
10.8K+ 5.06% |
$810K - $895K
|
224K
$17.8M
|
|
|
Jan 07, 2025
Q4 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
10.5K+ 192.97% |
$789K - $872K
|
16K
$1.27M
|
|
|
Jan 17, 2025
Q4 2024
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
10.5KNew |
$788K - $871K
|
10.5K
$836K
|
|
|
Jan 23, 2025
Q4 2024
|
Brewster Financial Planning LLC
|
BUY
|
- |
10.5K+ 3.55% |
$785K - $868K
|
305K
$24.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
10.4KNew |
$783K - $866K
|
10.4K
$831K
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
BUY
|
- |
10.3K+ 17.21% |
$776K - $858K
|
70.4K
$5.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
10.3KNew |
$774K - $856K
|
10.3K
$821K
|
|
|
Jan 30, 2025
Q4 2024
|
4 Thought Financial Group Inc.
|
BUY
|
- |
10.1K+ 11.85% |
$758K - $838K
|
95.3K
$7.59M
|
|
|
Feb 10, 2025
Q4 2024
|
1 St Source Bank
|
BUY
|
- |
10K+ 2.16% |
$753K - $832K
|
474K
$37.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
9.94K+ 47.89% |
$746K - $825K
|
30.7K
$2.44M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
9.87K+ 54.37% |
$741K - $819K
|
28K
$2.23M
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
BUY
|
- |
9.77K+ 13.15% |
$734K - $811K
|
84.1K
$6.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
9.61KNew |
$721K - $797K
|
9.61K
$765K
|
|
|
Jan 07, 2025
Q4 2024
|
Innova Wealth Partners
|
BUY
|
- |
9.47KNew |
$711K - $786K
|
9.47K
$754K
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
9.42K+ 1959.25% |
$708K - $782K
|
9.91K
$789K
|
|
|
Feb 05, 2025
Q4 2024
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
9.3KNew |
$699K - $772K
|
9.3K
$741K
|
|
|
Jan 30, 2025
Q4 2024
|
Nyl Investors LLC
New York, NY |
BUY
|
- |
9.3KNew |
$698K - $772K
|
9.3K
$741K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
9.07K+ 1.32% |
$681K - $753K
|
697K
$55.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
8.68KNew |
$652K - $721K
|
8.68K
$692K
|
|
|
Feb 04, 2025
Q4 2024
|
Hardman Johnston Global Advisors LLC
|
BUY
|
- |
8.62KNew |
$647K - $715K
|
8.62K
$687K
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
8.55K+ 1.13% |
$642K - $710K
|
765K
$61M
|
|
|
Jan 22, 2025
Q4 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
8.54KNew |
$641K - $708K
|
8.54K
$680K
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
8.46KNew |
$636K - $702K
|
8.46K
$674K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
8.42K+ 6.67% |
$632K - $699K
|
135K
$10.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
8.4K+ 5.93% |
$631K - $697K
|
150K
$12M
|