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 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
8.32KNew |
$625K - $691K
|
8.32K
$663K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
8.17K+ 2.43% |
$613K - $678K
|
344K
$27.4M
|
|
|
Jan 08, 2025
Q4 2024
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
8.13KNew |
$610K - $675K
|
8.13K
$647K
|
|
|
Feb 11, 2025
Q4 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
7.97K+ 15.57% |
$598K - $661K
|
59.2K
$4.71M
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
7.81K+ 130.78% |
$587K - $648K
|
13.8K
$1.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
7.74KNew |
$581K - $642K
|
7.74K
$616K
|
|
|
Feb 03, 2025
Q4 2024
|
Hardy Reed LLC
|
BUY
|
- |
7.67KNew |
$576K - $637K
|
7.67K
$611K
|
|
|
Feb 07, 2025
Q4 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
7.56K+ 22.3% |
$568K - $628K
|
41.5K
$3.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
7.56K+ 4.97% |
$568K - $627K
|
160K
$12.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
BUY
|
- |
7.31K+ 15.39% |
$549K - $607K
|
54.8K
$4.37M
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
7.3K+ 1.54% |
$548K - $606K
|
481K
$38.3M
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
7.2KNew |
$540K - $597K
|
7.2K
$573K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
7.15K+ 4.54% |
$537K - $593K
|
165K
$13.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Btc Capital Management, Inc.
|
BUY
|
- |
7.13K+ 1.59% |
$535K - $591K
|
457K
$36.4M
|
|
|
Jan 27, 2025
Q4 2024
|
Ping Capital Management, Inc.
New York, NY |
BUY
|
- |
7.1K+ 136.54% |
$533K - $589K
|
12.3K
$980K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
7.1K+ 19.38% |
$533K - $589K
|
43.7K
$3.48M
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
7.1K+ 17.85% |
$533K - $589K
|
46.8K
$3.73M
|
|
|
Jan 29, 2025
Q4 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
6.9K+ 46.76% |
$518K - $573K
|
21.7K
$1.72M
|
|
|
Jan 16, 2025
Q4 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
6.72K+ 2.91% |
$505K - $558K
|
238K
$19M
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
BUY
|
- |
6.72K+ 8.66% |
$504K - $557K
|
84.3K
$6.71M
|
|
|
Feb 10, 2025
Q4 2024
|
William Blair Investment Management, LLC
Chicago, IL |
BUY
|
- |
6.68K+ 1849.31% |
$501K - $554K
|
7.04K
$560K
|
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
6.6KNew |
$496K - $548K
|
6.6K
$526K
|
|
|
Jan 30, 2025
Q4 2024
|
Amarillo National Bank
|
BUY
|
- |
6.48K+ 5.12% |
$486K - $537K
|
133K
$10.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Center Star Asset Management, LLC
|
BUY
|
- |
6.42KNew |
$482K - $533K
|
6.42K
$512K
|
|
|
Jan 24, 2025
Q4 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
6.4K+ 4.27% |
$480K - $531K
|
156K
$12.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
6.39K+ 12.39% |
$480K - $530K
|
58K
$4.62M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
6.33K+ 79.07% |
$475K - $525K
|
14.3K
$1.14M
|
|
|
Jan 23, 2025
Q4 2024
|
Ofc Financial Planning, LLC
Short Hills, NJ |
BUY
|
- |
6.22KNew |
$467K - $516K
|
6.22K
$496K
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
BUY
|
- |
6.18KNew |
$464K - $513K
|
6.18K
$492K
|
|
|
Feb 05, 2025
Q4 2024
|
Hickory Point Bank & Trust
Decatur, IL |
BUY
|
- |
6.11KNew |
$458K - $507K
|
6.11K
$486K
|
|
|
Feb 11, 2025
Q4 2024
|
Tap Consulting, LLC
|
BUY
|
- |
5.98K+ 8.79% |
$449K - $496K
|
74K
$5.89M
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
5.93K+ 19.65% |
$445K - $492K
|
36.1K
$2.87M
|
|
|
Jan 28, 2025
Q4 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
5.87K+ 3.31% |
$441K - $487K
|
183K
$14.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Signify Wealth
|
BUY
|
- |
5.77K+ 12.32% |
$434K - $479K
|
52.6K
$4.19M
|
|
|
Jan 31, 2025
Q4 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
5.76K+ 2.53% |
$432K - $478K
|
233K
$18.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Bonfire Financial
Colorado Springs, CO |
BUY
|
- |
5.65KNew |
$424K - $469K
|
5.65K
$450K
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
BUY
|
- |
5.42K+ 1.26% |
$407K - $450K
|
437K
$34.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
5.34K+ 7.84% |
$401K - $443K
|
73.5K
$5.85M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5.26K+ 6.4% |
$395K - $437K
|
87.5K
$6.97M
|
|
|
Jan 23, 2025
Q4 2024
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
5.26K+ 17.73% |
$395K - $436K
|
34.9K
$2.78M
|
|
|
Jan 30, 2025
Q4 2024
|
Pathway Financial Advisors LLC
|
BUY
|
- |
5.26K+ 6.9% |
$395K - $436K
|
81.4K
$6.49M
|
|
|
Jan 23, 2025
Q4 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
5.25K+ 33.34% |
$395K - $436K
|
21K
$1.67M
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
BUY
|
- |
5.24K+ 1.35% |
$393K - $435K
|
392K
$31.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
5.03K+ 12.04% |
$377K - $417K
|
46.8K
$3.72M
|
|
|
Jan 28, 2025
Q4 2024
|
Vested Financial Planning, LLC
San Carlos, CA |
BUY
|
- |
4.97KNew |
$373K - $412K
|
4.97K
$396K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
4.91K+ 71.15% |
$369K - $408K
|
11.8K
$941K
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
4.91K+ 6.31% |
$369K - $407K
|
82.7K
$6.58M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
4.84K+ 65.81% |
$363K - $401K
|
12.2K
$970K
|
|
|
Feb 11, 2025
Q4 2024
|
Gutierrez Wealth Advisory, LLC
Little Rock, AR |
BUY
|
- |
4.83KNew |
$363K - $401K
|
4.83K
$385K
|
|
|
Feb 10, 2025
Q4 2024
|
Family Firm, Inc.
|
BUY
|
- |
4.79K+ 2.86% |
$360K - $398K
|
172K
$13.7M
|