Purchases and Sales Made in Q3 2024 in Ishares Tr Msci Eafe ETF (EFA)

EFA Quotes by TradingView

This table provides information about the institutional ownership of Ishares Tr Msci Eafe ETF (EFA) during Q3 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
Oct 21, 2024 Q3 2024
Mps Loria Financial Planners, LLC

BUY
 -
400
+ 1.38%
$30.1K - $33.7K
29.4K $2.33M
Oct 30, 2024 Q3 2024
Ifg Advisory, LLC

BUY
 -
400
+ 3.11%
$30.1K - $33.7K
13.3K $1.05M
Oct 30, 2024 Q3 2024
Lee Danner & Bass Inc

BUY
 -
400
+ 2.51%
$30.1K - $33.7K
16.3K $1.3M
Oct 18, 2024 Q3 2024
Trilogy Capital Inc.

BUY
 -
399
+ 4.98%
$30.1K - $33.7K
8.42K $668K
Oct 28, 2024 Q3 2024
Valued Wealth Advisors LLC

Holladay, UT
BUY
 -
397
+ 74.76%
$29.9K - $33.5K
928 $73.6K
Nov 08, 2024 Q3 2024
Retirement Income Solutions, Inc

Ann Arbor, MI
BUY
 -
395
+ 1.3%
$29.8K - $33.3K
30.9K $2.45M
Oct 31, 2024 Q3 2024
Washington Trust Bank

BUY
 -
388
+ 1.93%
$29.2K - $32.7K
20.5K $1.63M
Nov 05, 2024 Q3 2024
Acas, LLC

BUY
 -
388
+ 1.28%
$29.2K - $32.7K
30.8K $2.44M
Oct 07, 2024 Q3 2024
Wealth Bridge Capital Management, LLC

Westerville, OH
BUY
 -
387
+ 3.73%
$29.1K - $32.7K
10.8K $854K
Oct 11, 2024 Q3 2024
Elk River Wealth Management, LLC

BUY
 -
368
+ 13.76%
$27.7K - $31K
3.04K $241K
Oct 29, 2024 Q3 2024
Sage Financial Group Inc

BUY
 -
355
+ 6.03%
$26.7K - $30K
6.24K $495K
Nov 14, 2024 Q3 2024
Sepio Capital, LP

BUY
 -
350
+ 0.49%
$26.4K - $29.5K
71.3K $5.65M
Nov 13, 2024 Q3 2024
Mosaic Family Wealth Partners, LLC

St. Louis, MO
BUY
 -
347
+ 0.79%
$26.1K - $29.3K
44.5K $3.53M
Nov 12, 2024 Q3 2024
Horizon Advisory Services, Inc.

West Henrietta, NY
BUY
 -
344
+ 4.29%
$25.9K - $29K
8.36K $663K
Oct 15, 2024 Q3 2024
Archford Capital Strategies, LLC

BUY
 -
342
+ 3.9%
$25.8K - $28.9K
9.11K $722K
Nov 05, 2024 Q3 2024
Savvy Advisors, Inc.

New York, NY
BUY
 -
341
+ 3.18%
$25.7K - $28.8K
11.1K $878K
Nov 14, 2024 Q3 2024
Ironwood Investment Management LLC

Boston, MA
BUY
 -
339
+ 0.31%
$25.5K - $28.6K
108K $8.57M
Oct 31, 2024 Q3 2024
Woodmont Investment Counsel LLC

Nashville, TN
BUY
 -
333
+ 2.63%
$25.1K - $28.1K
13K $1.03M
Oct 16, 2024 Q3 2024
Hfg Advisors, Inc.

BUY
 -
331
+ 1.34%
$24.9K - $27.9K
25K $1.98M
Nov 14, 2024 Q3 2024
Bragg Financial Advisors, Inc

Charlotte, NC
BUY
 -
323
+ 6.41%
$24.3K - $27.3K
5.36K $425K
Oct 23, 2024 Q3 2024
Cfm Wealth Partners LLC

BUY
 -
318
+ 3.13%
$24K - $26.8K
10.5K $832K
Nov 13, 2024 Q3 2024
Dynamic Wealth Strategies, LLC

Granite Bay, CA
BUY
 -
317
+ 0.29%
$23.9K - $26.7K
110K $8.69M
Nov 14, 2024 Q3 2024
Wetherby Asset Management Inc

San Francisco, CA
BUY
 -
312
+ 0.6%
$23.5K - $26.3K
52.4K $4.16M
Nov 07, 2024 Q3 2024
Slate Stone Wealth, LLC

BUY
 -
307
+ 0.63%
$23.1K - $25.9K
49.3K $3.91M
Oct 07, 2024 Q3 2024
Chesley Taft & Associates LLC

BUY
 -
295
+ 0.24%
$22.2K - $24.9K
125K $9.95M
Nov 04, 2024 Q3 2024
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
294
+ 0.36%
$22.1K - $24.8K
82.2K $6.52M
Nov 12, 2024 Q3 2024
Triasima Portfolio Management Inc.

BUY
 -
292
+ 1.16%
$22K - $24.6K
25.4K $2.02M
Nov 08, 2024 Q3 2024
Absolute Capital Management, LLC

BUY
 -
289
+ 2.3%
$21.8K - $24.4K
12.9K $1.02M
Oct 22, 2024 Q3 2024
Marietta Wealth Management, LLC

BUY
 -
288
+ 2.97%
$21.7K - $24.3K
9.98K $791K
Nov 12, 2024 Q3 2024
Thompson Siegel & Walmsley LLC

BUY
 -
287
+ 0.65%
$21.6K - $24.2K
44.5K $3.53M
Nov 06, 2024 Q3 2024
Unionview, LLC

Seattle, WA
BUY
 -
284
+ 0.9%
$21.4K - $24K
32K $2.54M
Nov 07, 2024 Q3 2024
Nixon Peabody Trust CO

Boston, MA
BUY
 -
278
+ 0.27%
$20.9K - $23.5K
105K $8.3M
Nov 12, 2024 Q3 2024
Westshore Wealth, LLC

BUY
 -
278
+ 1.03%
$20.9K - $23.5K
27.4K $2.17M
Nov 05, 2024 Q3 2024
R Pg Family Wealth Advisory, LLC

Burlington, MA
BUY
 -
275
New
$20.7K - $23.2K
275 $21.8K
Nov 01, 2024 Q3 2024
Essex Savings Bank

BUY
 -
270
+ 2.56%
$20.3K - $22.8K
10.8K $857K
Oct 16, 2024 Q3 2024
Financial Advisors, LLC

Andover, MA
BUY
 -
263
+ 8.73%
$19.8K - $22.2K
3.27K $260K
Oct 08, 2024 Q3 2024
Clarus Wealth Advisors

BUY
 -
256
+ 1.2%
$19.3K - $21.6K
21.6K $1.72M
Oct 18, 2024 Q3 2024
Granite Fo LLC

Bedford, NH
BUY
 -
252
New
$19K - $21.3K
252 $20K
Oct 15, 2024 Q3 2024
Wbh Advisory Inc

BUY
 -
249
+ 0.83%
$18.8K - $21K
30.4K $2.41M
Oct 28, 2024 Q3 2024
Lcm Capital Management Inc

BUY
 -
245
+ 0.31%
$18.5K - $20.7K
78.5K $6.23M
Nov 12, 2024 Q3 2024
Efg Asset Management (Americas) Corp.

BUY
 -
241
+ 0.91%
$18.2K - $20.3K
26.8K $2.13M
Oct 31, 2024 Q3 2024
Keudell

BUY
 -
240
+ 2.44%
$18.1K - $20.2K
10.1K $800K
Oct 08, 2024 Q3 2024
Helen Stephens Group, LLC

BUY
 -
234
+ 2.88%
$17.6K - $19.7K
8.37K $663K
Nov 14, 2024 Q3 2024
Evergreen Capital Management LLC

Bellevue, WA
BUY
 -
233
+ 1.4%
$17.5K - $19.7K
16.8K $1.34M
Nov 01, 2024 Q3 2024
Resolute Advisors LLC

BUY
 -
232
+ 0.25%
$17.5K - $19.6K
92.8K $7.36M
Oct 07, 2024 Q3 2024
Axiom Advisory, LLC

San Diego, CA
BUY
 -
228
+ 3.03%
$17.2K - $19.2K
7.74K $614K
Oct 29, 2024 Q3 2024
Harbor Capital Advisors, Inc.

BUY
 -
228
+ 15.87%
$17.2K - $19.2K
1.67K $132K
Nov 04, 2024 Q3 2024
Investment Partners, Ltd.

BUY
 -
227
+ 0.46%
$17.1K - $19.2K
49.4K $3.92M
Nov 04, 2024 Q3 2024
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
227
+ 2.01%
$17.1K - $19.2K
11.5K $913K

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