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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2024
Q3 2024
|
Harbor Advisory Corp
|
SELL
|
- |
-640- 2.48% |
$48.2K - $54K
|
25.1K
$1.99M
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-647- 10.75% |
$48.7K - $54.6K
|
5.37K
$425K
|
|
|
Oct 22, 2024
Q3 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-649- 1.27% |
$48.9K - $54.8K
|
50.4K
$3.99M
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-653- 13.29% |
$49.2K - $55.1K
|
4.26K
$337K
|
|
|
Nov 13, 2024
Q3 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-657- 0.97% |
$49.5K - $55.4K
|
67.1K
$5.31M
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-661- 2.25% |
$49.8K - $55.8K
|
28.8K
$2.27M
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-662- 10.55% |
$49.9K - $55.9K
|
5.61K
$444K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-664- 7.04% |
$50K - $56K
|
8.77K
$693K
|
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-667- 1.31% |
$50.2K - $56.3K
|
50.1K
$3.96M
|
|
|
Nov 12, 2024
Q3 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-686- 1.51% |
$51.7K - $57.9K
|
44.6K
$3.53M
|
|
|
Nov 12, 2024
Q3 2024
|
Jsf Financial, LLC
|
SELL
|
- |
-686- 7.97% |
$51.7K - $57.9K
|
7.92K
$627K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-693- 9.94% |
$52.2K - $58.5K
|
6.28K
$497K
|
|
|
Oct 02, 2024
Q3 2024
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-700- 6.83% |
$52.7K - $59.1K
|
9.55K
$756K
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-702- 10.38% |
$52.9K - $59.2K
|
6.06K
$479K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-704- 11.86% |
$53K - $59.4K
|
5.23K
$414K
|
|
|
Oct 23, 2024
Q3 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-716- 2.41% |
$53.9K - $60.4K
|
29K
$2.29M
|
|
|
Nov 07, 2024
Q3 2024
|
Holistic Financial Partners
|
SELL
|
- |
-716- 5.77% |
$53.9K - $60.4K
|
11.7K
$925K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-718- 4.37% |
$54.1K - $60.6K
|
15.7K
$1.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-735- 1.6% |
$55.4K - $62K
|
45.3K
$3.58M
|
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
SELL
|
- |
-737- 1.74% |
$55.5K - $62.2K
|
41.7K
$3.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Ascent Group, LLC
|
SELL
|
- |
-746- 9.8% |
$56.2K - $62.9K
|
6.87K
$543K
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-770- 0.75% |
$58K - $65K
|
103K
$8.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-770- 5.78% |
$58K - $65K
|
12.5K
$992K
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-775- 6.99% |
$58.4K - $65.4K
|
10.3K
$815K
|
|
|
Oct 24, 2024
Q3 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-775- 10.8% |
$58.4K - $65.4K
|
6.4K
$506K
|
|
|
Dec 03, 2024
Q3 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-779- 6.54% |
$58.7K - $65.7K
|
11.1K
$881K
|
|
|
Nov 13, 2024
Q3 2024
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-789- 1.23% |
$59.4K - $66.6K
|
63.2K
$5M
|
|
|
Oct 29, 2024
Q3 2024
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-794- 3.37% |
$59.8K - $67K
|
22.8K
$1.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-799- 0.8% |
$60.2K - $67.4K
|
98.8K
$7.81M
|
|
|
Oct 29, 2024
Q3 2024
|
Lansing Street Advisors
|
SELL
|
- |
-820- 6.63% |
$61.8K - $69.2K
|
11.5K
$913K
|
|
|
Oct 31, 2024
Q3 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-825- 1.84% |
$62.1K - $69.6K
|
43.9K
$3.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Atalanta Sosnoff Capital, LLC
|
SELL
|
- |
-825- 18.94% |
$62.1K - $69.6K
|
3.53K
$279K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-828- 2.12% |
$62.4K - $69.9K
|
38.2K
$3.02M
|
|
|
Nov 07, 2024
Q3 2024
|
Wp Advisors, LLC
|
SELL
|
- |
-829- 15.62% |
$62.4K - $69.9K
|
4.48K
$354K
|
|
|
Oct 09, 2024
Q3 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-831- 11.61% |
$62.6K - $70.1K
|
6.33K
$501K
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
SELL
|
- |
-835- 2.23% |
$62.9K - $70.4K
|
36.6K
$2.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-853- 3.26% |
$64.2K - $72K
|
25.3K
$2M
|
|
|
Oct 08, 2024
Q3 2024
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-856- 5.31% |
$64.5K - $72.2K
|
15.3K
$1.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Waterford Advisors, LLC
Orchard Park, NY |
SELL
|
- |
-868- 10.26% |
$65.4K - $73.2K
|
7.59K
$601K
|
|
|
Oct 16, 2024
Q3 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-876- 0.92% |
$66K - $73.9K
|
94.2K
$7.45M
|
|
|
Nov 12, 2024
Q3 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-887- 3.22% |
$66.8K - $74.8K
|
26.7K
$2.11M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-889- 0.42% |
$67K - $75K
|
209K
$16.5M
|
|
|
Nov 05, 2024
Q3 2024
|
Hassell Wealth Management, LLC
Houma, LA |
SELL
|
- |
-910- 19.51% |
$68.5K - $76.8K
|
3.76K
$297K
|
|
|
Oct 31, 2024
Q3 2024
|
Sonata Capital Group Inc
|
SELL
|
- |
-914- 22.4% |
$68.8K - $77.1K
|
3.17K
$251K
|
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-916- 13.3% |
$69K - $77.3K
|
5.97K
$472K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-920- 16.39% |
$69.3K - $77.6K
|
4.69K
$371K
|
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-920- 5.85% |
$69.3K - $77.6K
|
14.8K
$1.17M
|
|
|
Nov 06, 2024
Q3 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-925- 13.66% |
$69.7K - $78K
|
5.85K
$463K
|
|
|
Oct 21, 2024
Q3 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-928- 1.48% |
$69.9K - $78.3K
|
61.9K
$4.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-931- 8.8% |
$70.1K - $78.5K
|
9.65K
$763K
|