Purchases and Sales Made in Q3 2024 in Ishares Tr Msci Eafe ETF (EFA)
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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2024
Q3 2024
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
7+ 0.02% |
$527 - $591
|
29.6K
$2.27M
|
|
|
Oct 10, 2024
Q3 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
6+ 0.19% |
$452 - $506
|
3.21K
$246K
|
|
|
Oct 22, 2024
Q3 2024
|
Monte Financial Group, LLC
|
BUY
|
- |
6+ 0.09% |
$452 - $506
|
6.89K
$529K
|
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
4+ 0.08% |
$301 - $337
|
5.11K
$393K
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
3+ 0.1% |
$226 - $253
|
3.1K
$238K
|
|
|
Nov 13, 2024
Q3 2024
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
2+ 0.12% |
$151 - $169
|
1.65K
$127K
|
|
|
Nov 12, 2024
Q3 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
1+ 0.02% |
$75.3 - $84.4
|
4.32K
$331K
|
|
|
Oct 04, 2024
Q3 2024
|
Ridgewood Investments LLC
|
SELL
|
- |
-1- 0.09% |
$75.3 - $84.4
|
1.15K
$88.2K
|
|
|
Nov 08, 2024
Q3 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-1- 0.01% |
$75.3 - $84.4
|
9.1K
$698K
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-2- 0.01% |
$151 - $169
|
19.5K
$1.5M
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-2- 0.02% |
$151 - $169
|
8.56K
$657K
|
|
|
Nov 12, 2024
Q3 2024
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-5- 10.64% |
$377 - $422
|
42
$3.22K
|
|
|
Nov 13, 2024
Q3 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-7- 0.03% |
$527 - $591
|
26.9K
$2.07M
|
|
|
Oct 21, 2024
Q3 2024
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-9- 0.02% |
$678 - $759
|
42.7K
$3.28M
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-9- 0.22% |
$678 - $759
|
4.11K
$316K
|
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-9- 0.28% |
$678 - $759
|
3.18K
$244K
|
|
|
Oct 30, 2024
Q3 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-12- 0.66% |
$904 - $1.01K
|
1.81K
$139K
|
|
|
Oct 31, 2024
Q3 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-12- 0.05% |
$904 - $1.01K
|
24.4K
$1.87M
|
|
|
Nov 13, 2024
Q3 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-12- 1.43% |
$904 - $1.01K
|
826
$63.4K
|
|
|
Oct 18, 2024
Q3 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-15- 0.19% |
$1.13K - $1.27K
|
7.82K
$600K
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
SELL
|
- |
-17- 0.37% |
$1.28K - $1.43K
|
4.64K
$356K
|
|
|
Oct 22, 2024
Q3 2024
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-18- 0.81% |
$1.36K - $1.52K
|
2.21K
$169K
|
|
|
Oct 09, 2024
Q3 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-20- 0.73% |
$1.51K - $1.69K
|
2.72K
$209K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-20- 1.83% |
$1.51K - $1.69K
|
1.07K
$82.2K
|
|
|
Nov 06, 2024
Q3 2024
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-20- 0.44% |
$1.51K - $1.69K
|
4.52K
$347K
|
|
|
Nov 08, 2024
Q3 2024
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-20- 0.4% |
$1.51K - $1.69K
|
4.92K
$378K
|
|
|
Nov 01, 2024
Q3 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-21- 0.08% |
$1.58K - $1.77K
|
26.4K
$2.02M
|
|
|
Nov 07, 2024
Q3 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-22- 0.2% |
$1.66K - $1.86K
|
11.3K
$864K
|
|
|
Nov 14, 2024
Q3 2024
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-24- 0.44% |
$1.81K - $2.02K
|
5.37K
$412K
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-24- 0.31% |
$1.81K - $2.02K
|
7.62K
$585K
|
|
|
Nov 14, 2024
Q3 2024
|
North Star Asset Management Inc
|
SELL
|
- |
-25- 0.47% |
$1.88K - $2.11K
|
5.24K
$402K
|
|
|
Oct 29, 2024
Q3 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-29- 0.49% |
$2.18K - $2.45K
|
5.84K
$448K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-30- 0.78% |
$2.26K - $2.53K
|
3.82K
$293K
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-31- 0.43% |
$2.33K - $2.62K
|
7.11K
$546K
|
|
|
Oct 21, 2024
Q3 2024
|
Cpa Asset Management LLC
West Palm Beach, FL |
SELL
|
- |
-31- 0.77% |
$2.33K - $2.62K
|
4K
$307K
|
|
|
Oct 10, 2024
Q3 2024
|
Avity Investment Management Inc.
|
SELL
|
- |
-32- 0.3% |
$2.41K - $2.7K
|
10.6K
$811K
|
|
|
Nov 04, 2024
Q3 2024
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-34- 0.23% |
$2.56K - $2.87K
|
14.8K
$1.13M
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-35- 0.09% |
$2.64K - $2.95K
|
39.7K
$3.05M
|
|
|
Oct 15, 2024
Q3 2024
|
Flower City Capital
|
SELL
|
- |
-36- 0.06% |
$2.71K - $3.04K
|
62.9K
$4.83M
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-36- 0.92% |
$2.71K - $3.04K
|
3.88K
$298K
|
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-37- 0.43% |
$2.79K - $3.12K
|
8.51K
$654K
|
|
|
Oct 17, 2024
Q3 2024
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-39- 0.05% |
$2.94K - $3.29K
|
74.8K
$5.74M
|
|
|
Nov 07, 2024
Q3 2024
|
First City Capital Management, Inc.
|
SELL
|
- |
-40- 0.94% |
$3.01K - $3.37K
|
4.2K
$322K
|
|
|
Nov 08, 2024
Q3 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-40- 0.29% |
$3.01K - $3.37K
|
13.9K
$1.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-40- 0.42% |
$3.01K - $3.37K
|
9.59K
$737K
|
|
|
Nov 12, 2024
Q3 2024
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-42- 0.62% |
$3.16K - $3.54K
|
6.78K
$521K
|
|
|
Nov 01, 2024
Q3 2024
|
Bray Capital Advisors
|
SELL
|
- |
-45- 0.07% |
$3.39K - $3.8K
|
68.3K
$5.24M
|
|
|
Nov 08, 2024
Q3 2024
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-45- 0.61% |
$3.39K - $3.8K
|
7.31K
$561K
|
|
|
Nov 14, 2024
Q3 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-46- 0.32% |
$3.46K - $3.88K
|
14.5K
$1.12M
|
|
|
Oct 09, 2024
Q3 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-49- 0.82% |
$3.69K - $4.13K
|
5.89K
$452K
|