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 01, 2024
Q3 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-1.36K- 15.23% |
$102K - $115K
|
7.56K
$598K
|
|
|
Oct 30, 2024
Q3 2024
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-1.36K- 1.51% |
$102K - $115K
|
88.6K
$7.01M
|
|
|
Nov 08, 2024
Q3 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-1.37K- 30.15% |
$103K - $116K
|
3.17K
$251K
|
|
|
Oct 08, 2024
Q3 2024
|
Country Trust Bank
|
SELL
|
- |
-1.43K- 4.83% |
$108K - $120K
|
28.1K
$2.23M
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
SELL
|
- |
-1.44K- 85.59% |
$108K - $121K
|
242
$19.1K
|
|
|
Oct 10, 2024
Q3 2024
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-1.46K- 6.3% |
$110K - $123K
|
21.7K
$1.71M
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.49K- 22.77% |
$112K - $126K
|
5.06K
$400K
|
|
|
Nov 14, 2024
Q3 2024
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-1.5K- 0.3% |
$113K - $126K
|
493K
$39M
|
|
|
Nov 14, 2024
Q3 2024
|
Elevatus Welath Management
Victor, NY |
SELL
|
- |
-1.5K- 16.63% |
$113K - $126K
|
7.51K
$594K
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-1.5K- 1.8% |
$113K - $127K
|
81.9K
$6.48M
|
|
|
Oct 30, 2024
Q3 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-1.52K- 1.2% |
$114K - $128K
|
124K
$9.83M
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-1.52K- 12.99% |
$114K - $128K
|
10.2K
$804K
|
|
|
Oct 21, 2024
Q3 2024
|
Maple Capital Management, Inc.
|
SELL
|
- |
-1.54K- 5.55% |
$116K - $130K
|
26.1K
$2.07M
|
|
|
Nov 01, 2024
Q3 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-1.54K- 9.61% |
$116K - $130K
|
14.4K
$1.14M
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.56K- 13.24% |
$117K - $131K
|
10.2K
$807K
|
|
|
Nov 13, 2024
Q3 2024
|
Fca Corp
Houston, TX |
SELL
|
- |
-1.59K- 15.18% |
$119K - $134K
|
8.86K
$701K
|
|
|
Oct 22, 2024
Q3 2024
|
Simpli Fi, Inc.
|
SELL
|
- |
-1.63K- 19.29% |
$123K - $138K
|
6.83K
$540K
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-1.63K- 2.38% |
$123K - $138K
|
67K
$5.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-1.7K- 16.53% |
$128K - $143K
|
8.57K
$678K
|
|
|
Oct 25, 2024
Q3 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
SELL
|
- |
-1.72K- 7.16% |
$129K - $145K
|
22.3K
$1.76M
|
|
|
Oct 15, 2024
Q3 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-1.73K- 1.12% |
$130K - $146K
|
153K
$12.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Allie Family Office LLC
|
SELL
|
- |
-1.75K- 0.73% |
$131K - $147K
|
236K
$18.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-1.75K- 3.29% |
$132K - $147K
|
51.4K
$4.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-1.77K- 2.66% |
$133K - $149K
|
64.8K
$5.13M
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
SELL
|
- |
-1.78K- 1.49% |
$134K - $151K
|
118K
$9.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.79K- 1.25% |
$135K - $151K
|
142K
$11.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-1.82K- 3.52% |
$137K - $154K
|
50K
$3.96M
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.84K- 2.59% |
$138K - $155K
|
69.1K
$5.46M
|
|
|
Oct 07, 2024
Q3 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-1.85K- 1.29% |
$139K - $156K
|
141K
$11.2M
|
|
|
Oct 09, 2024
Q3 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
SELL
|
- |
-1.85K- 7.7% |
$140K - $156K
|
22.2K
$1.76M
|
|
|
Oct 04, 2024
Q3 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-1.85K- 8.23% |
$140K - $156K
|
20.7K
$1.64M
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-1.87K- 9.95% |
$141K - $158K
|
16.9K
$1.34M
|
|
|
Nov 06, 2024
Q3 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-1.88K- 24.76% |
$141K - $158K
|
5.7K
$451K
|
|
|
Oct 07, 2024
Q3 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-1.92K- 12.33% |
$145K - $162K
|
13.7K
$1.08M
|
|
|
Oct 24, 2024
Q3 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-1.92K- 13.15% |
$145K - $162K
|
12.7K
$1M
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
SELL
|
- |
-1.93K- 2.11% |
$145K - $162K
|
89.2K
$7.06M
|
|
|
Nov 12, 2024
Q3 2024
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-1.93K- 22.31% |
$145K - $163K
|
6.72K
$532K
|
|
|
Oct 29, 2024
Q3 2024
|
Nvwm, LLC
|
SELL
|
- |
-1.97K- 4.03% |
$148K - $166K
|
46.8K
$3.7M
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.97K- 77.53% |
$148K - $166K
|
570
$45.1K
|
|
|
Oct 11, 2024
Q3 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-1.98K- 1.59% |
$149K - $167K
|
122K
$9.65M
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-2K- 78.38% |
$151K - $169K
|
552
$43.7K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-2.06K- 1.38% |
$155K - $174K
|
148K
$11.7M
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-2.07K- 3.24% |
$156K - $174K
|
61.8K
$4.89M
|
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
SELL
|
- |
-2.1K- 6.33% |
$158K - $177K
|
31K
$2.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-2.12K- 0.22% |
$159K - $178K
|
951K
$75.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-2.14K- 24.85% |
$161K - $180K
|
6.46K
$511K
|
|
|
Oct 28, 2024
Q3 2024
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-2.14K- 11.33% |
$161K - $180K
|
16.7K
$1.32M
|
|
|
Oct 30, 2024
Q3 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-2.15K- 3.8% |
$162K - $181K
|
54.3K
$4.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-2.17K- 5.04% |
$163K - $183K
|
40.8K
$3.23M
|
|
|
Oct 21, 2024
Q3 2024
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-2.17K- 5.02% |
$164K - $183K
|
41.1K
$3.25M
|