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 25, 2024
Q3 2024
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-933- 2.02% |
$70.3K - $78.7K
|
45.2K
$3.57M
|
|
|
Oct 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-953- 1.29% |
$71.8K - $80.4K
|
73.2K
$5.79M
|
|
|
Nov 12, 2024
Q3 2024
|
Hoge Financial Services, LLC
Canonsburg, PA |
SELL
|
- |
-967- 0.91% |
$72.8K - $81.6K
|
106K
$8.35M
|
|
|
Nov 06, 2024
Q3 2024
|
Neumann Capital Management, LLC
|
SELL
|
- |
-969- 2.72% |
$73K - $81.8K
|
34.7K
$2.75M
|
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-975- 0.76% |
$73.4K - $82.3K
|
128K
$10.1M
|
|
|
Oct 25, 2024
Q3 2024
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-977- 4.0% |
$73.6K - $82.4K
|
23.5K
$1.86M
|
|
|
Oct 25, 2024
Q3 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-995- 5.38% |
$74.9K - $83.9K
|
17.5K
$1.38M
|
|
|
Oct 10, 2024
Q3 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-996- 3.21% |
$75K - $84K
|
30K
$2.37M
|
|
|
Nov 21, 2024
Q3 2024
|
Fulcrum Equity Management
|
SELL
|
- |
-996- 19.33% |
$75K - $84K
|
4.16K
$329K
|
|
|
Oct 03, 2024
Q3 2024
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-1K- 5.7% |
$75.3K - $84.4K
|
16.6K
$1.31M
|
|
|
Nov 15, 2024
Q3 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-1K- 5.52% |
$75.3K - $84.4K
|
17.1K
$1.36M
|
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
SELL
|
- |
-1.01K- 0.76% |
$76.1K - $85.3K
|
132K
$10.4M
|
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-1.02K- 1.56% |
$77K - $86.2K
|
64.7K
$5.12M
|
|
|
Oct 10, 2024
Q3 2024
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-1.04K- 13.41% |
$78.6K - $88.1K
|
6.74K
$534K
|
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-1.05K- 4.78% |
$79.4K - $88.9K
|
21K
$1.66M
|
|
|
Oct 28, 2024
Q3 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-1.06K- 0.61% |
$79.8K - $89.4K
|
172K
$13.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Ellevest, Inc.
|
SELL
|
- |
-1.07K- 17.19% |
$80.7K - $90.4K
|
5.16K
$408K
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-1.08K- 0.68% |
$81K - $90.7K
|
158K
$12.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-1.08K- 1.46% |
$81.3K - $91.1K
|
72.9K
$5.77M
|
|
|
Oct 10, 2024
Q3 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-1.09K- 23.94% |
$81.8K - $91.6K
|
3.45K
$273K
|
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-1.1K- 9.31% |
$82.7K - $92.6K
|
10.7K
$846K
|
|
|
Oct 09, 2024
Q3 2024
|
Wealth Bridge Investment Counsel Inc.
|
SELL
|
- |
-1.1K- 0.83% |
$82.9K - $92.8K
|
131K
$10.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-1.1K- 3.01% |
$82.9K - $92.8K
|
35.5K
$2.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
SELL
|
- |
-1.11K- 1.43% |
$83.4K - $93.4K
|
76.5K
$6.05M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.12K- 0.35% |
$84.5K - $94.7K
|
324K
$25.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-1.14K- 1.63% |
$85.9K - $96.2K
|
68.7K
$5.44M
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
SELL
|
- |
-1.14K- 0.74% |
$85.9K - $96.3K
|
152K
$12M
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-1.16K- 0.32% |
$87K - $97.4K
|
357K
$28.3M
|
|
|
Oct 03, 2024
Q3 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-1.16K- 0.98% |
$87.1K - $97.5K
|
117K
$9.25M
|
|
|
Oct 07, 2024
Q3 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-1.17K- 4.49% |
$87.9K - $98.5K
|
24.8K
$1.96M
|
|
|
Oct 04, 2024
Q3 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-1.18K- 10.24% |
$88.7K - $99.4K
|
10.3K
$817K
|
|
|
Nov 14, 2024
Q3 2024
|
Community Bank, N.A.
|
SELL
|
- |
-1.18K- 3.68% |
$88.8K - $99.5K
|
30.9K
$2.44M
|
|
|
Oct 31, 2024
Q3 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.18K- 1.95% |
$88.9K - $99.6K
|
59.4K
$4.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-1.19K- 6.84% |
$89.4K - $100K
|
16.2K
$1.28M
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.19K- 9.31% |
$89.8K - $101K
|
11.6K
$918K
|
|
|
Nov 15, 2024
Q3 2024
|
Harvest Investment Advisors, LLC
Tallahassee, FL |
SELL
|
- |
-1.21K- 0.91% |
$91.4K - $102K
|
132K
$10.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1.22K- 2.46% |
$91.7K - $103K
|
48.2K
$3.82M
|
|
|
Nov 13, 2024
Q3 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-1.23K- 1.88% |
$92.6K - $104K
|
64.1K
$5.07M
|
|
|
Oct 23, 2024
Q3 2024
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-1.24K- 1.54% |
$93.4K - $105K
|
79.3K
$6.27M
|
|
|
Nov 13, 2024
Q3 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-1.25K- 2.12% |
$93.9K - $105K
|
57.5K
$4.55M
|
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-1.25K- 5.86% |
$94.1K - $105K
|
20.1K
$1.59M
|
|
|
Nov 15, 2024
Q3 2024
|
United Bank
Vienna, VA |
SELL
|
- |
-1.27K- 2.56% |
$95.3K - $107K
|
48.2K
$3.81M
|
|
|
Nov 01, 2024
Q3 2024
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-1.28K- 1.4% |
$96.3K - $108K
|
90.2K
$7.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
SELL
|
- |
-1.3K- 34.37% |
$97.6K - $109K
|
2.48K
$196K
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-1.3K- 0.56% |
$97.8K - $110K
|
229K
$18.1M
|
|
|
Nov 15, 2024
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-1.31K- 3.61% |
$98.3K - $110K
|
34.8K
$2.76M
|
|
|
Nov 07, 2024
Q3 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-1.32K- 2.26% |
$99.5K - $111K
|
57.1K
$4.52M
|
|
|
Nov 08, 2024
Q3 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-1.34K- 29.8% |
$101K - $113K
|
3.15K
$249K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-1.35K- 12.68% |
$101K - $114K
|
9.28K
$734K
|
|
|
Nov 04, 2024
Q3 2024
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-1.35K- 19.26% |
$102K - $114K
|
5.65K
$447K
|