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 07, 2025
Q4 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
435+ 8.98% |
$32.7K - $36.1K
|
5.28K
$420K
|
|
|
Feb 07, 2025
Q4 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
433+ 6.63% |
$32.5K - $35.9K
|
6.96K
$554K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
430+ 6.27% |
$32.3K - $35.7K
|
7.29K
$580K
|
|
|
Jan 29, 2025
Q4 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
426+ 3.81% |
$32K - $35.4K
|
11.6K
$924K
|
|
|
Jan 13, 2025
Q4 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
420+ 1.69% |
$31.5K - $34.9K
|
25.3K
$2.02M
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
417+ 5.08% |
$31.3K - $34.6K
|
8.62K
$687K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
417New |
$31.3K - $34.6K
|
417
$33.2K
|
|
|
Jan 29, 2025
Q4 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
416+ 186.55% |
$31.2K - $34.5K
|
639
$50.9K
|
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
416+ 0.73% |
$31.2K - $34.5K
|
57.6K
$4.58M
|
|
|
Jan 13, 2025
Q4 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
395+ 4.33% |
$29.7K - $32.8K
|
9.53K
$759K
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
BUY
|
- |
392+ 2.29% |
$29.4K - $32.5K
|
17.5K
$1.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
391+ 11.33% |
$29.4K - $32.4K
|
3.84K
$306K
|
|
|
Feb 10, 2025
Q4 2024
|
Bank Of Marin
Novato, CA |
BUY
|
- |
391+ 1.63% |
$29.4K - $32.4K
|
24.3K
$1.94M
|
|
|
Feb 10, 2025
Q4 2024
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
388+ 36.3% |
$29.1K - $32.2K
|
1.46K
$116K
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
375+ 1.4% |
$28.2K - $31.1K
|
27.2K
$2.16M
|
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
373+ 1.3% |
$28K - $31K
|
29K
$2.31M
|
|
|
Feb 07, 2025
Q4 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
373+ 1.26% |
$28K - $31K
|
30K
$2.39M
|
|
|
Jan 30, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
371+ 2.45% |
$27.9K - $30.8K
|
15.5K
$1.24M
|
|
|
Jan 27, 2025
Q4 2024
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
365+ 5.51% |
$27.4K - $30.3K
|
7K
$557K
|
|
|
Jan 14, 2025
Q4 2024
|
Burney CO
Reston, VA |
BUY
|
- |
353+ 3.95% |
$26.5K - $29.3K
|
9.29K
$740K
|
|
|
Jan 27, 2025
Q4 2024
|
Fogel Capital Management, Inc.
Stuart, FL |
BUY
|
- |
345+ 5.49% |
$25.9K - $28.6K
|
6.63K
$528K
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
344+ 3.54% |
$25.8K - $28.5K
|
10.1K
$801K
|
|
|
Jan 16, 2025
Q4 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
339+ 0.45% |
$25.5K - $28.1K
|
75.2K
$5.99M
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
331+ 0.28% |
$24.9K - $27.5K
|
117K
$9.34M
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
321+ 4.21% |
$24.1K - $26.6K
|
7.95K
$633K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
315New |
$23.7K - $26.1K
|
315
$25.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
313+ 1.41% |
$23.5K - $26K
|
22.6K
$1.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
312+ 5.33% |
$23.4K - $25.9K
|
6.16K
$491K
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
311+ 0.79% |
$23.4K - $25.8K
|
39.7K
$3.17M
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
311+ 0.24% |
$23.4K - $25.8K
|
128K
$10.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Financial Life Advisors
|
BUY
|
- |
309+ 12.05% |
$23.2K - $25.6K
|
2.87K
$229K
|
|
|
Feb 07, 2025
Q4 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
309+ 9.33% |
$23.2K - $25.6K
|
3.62K
$288K
|
|
|
Jan 29, 2025
Q4 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
305+ 2.35% |
$22.9K - $25.3K
|
13.3K
$1.06M
|
|
|
Jan 24, 2025
Q4 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
301+ 1.35% |
$22.6K - $25K
|
22.5K
$1.79M
|
|
|
Jan 13, 2025
Q4 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
300New |
$22.5K - $24.9K
|
300
$23.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
296New |
$22.2K - $24.6K
|
296
$23.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
293+ 1.13% |
$22K - $24.3K
|
26.3K
$2.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
289+ 1.41% |
$21.7K - $24K
|
20.8K
$1.66M
|
|
|
Jan 22, 2025
Q4 2024
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
287+ 5.93% |
$21.6K - $23.8K
|
5.13K
$409K
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
273+ 81.74% |
$20.5K - $22.7K
|
607
$48.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
264+ 12.31% |
$19.8K - $21.9K
|
2.41K
$192K
|
|
|
Jan 23, 2025
Q4 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
263+ 8.26% |
$19.8K - $21.8K
|
3.45K
$275K
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
263New |
$19.8K - $21.8K
|
263
$20.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
253+ 2.41% |
$19K - $21K
|
10.7K
$856K
|
|
|
Feb 07, 2025
Q4 2024
|
St. Louis Trust CO
|
BUY
|
- |
253+ 0.23% |
$19K - $21K
|
109K
$8.71M
|
|
|
Feb 10, 2025
Q4 2024
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
250+ 5.87% |
$18.8K - $20.7K
|
4.51K
$359K
|
|
|
Jan 13, 2025
Q4 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
247+ 0.48% |
$18.5K - $20.5K
|
51.8K
$4.12M
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
240+ 2.07% |
$18K - $19.9K
|
11.8K
$942K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
238+ 0.69% |
$17.9K - $19.8K
|
34.6K
$2.76M
|
|
|
Jan 16, 2025
Q4 2024
|
Schwab Charitable Fund
|
BUY
|
- |
234+ 2.66% |
$17.6K - $19.4K
|
9.03K
$719K
|