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 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-2.18K- 12.49% |
$164K - $184K
|
15.3K
$1.21M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.19K- 3.44% |
$165K - $185K
|
61.6K
$4.88M
|
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-2.2K- 7.55% |
$166K - $186K
|
27K
$2.13M
|
|
|
Oct 16, 2024
Q3 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-2.24K- 1.94% |
$168K - $189K
|
113K
$8.97M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-2.25K- 13.08% |
$169K - $190K
|
15K
$1.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-2.33K- 1.32% |
$176K - $197K
|
174K
$13.8M
|
|
|
Oct 29, 2024
Q3 2024
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-2.34K- 24.96% |
$176K - $197K
|
7.03K
$556K
|
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-2.38K- 4.33% |
$179K - $200K
|
52.4K
$4.15M
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-2.43K- 0.21% |
$183K - $205K
|
1.18M
$93.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-2.46K- 4.93% |
$186K - $208K
|
47.5K
$3.76M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-2.48K- 0.44% |
$186K - $209K
|
557K
$44M
|
|
|
Oct 31, 2024
Q3 2024
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-2.48K- 24.07% |
$187K - $209K
|
7.83K
$619K
|
|
|
Oct 30, 2024
Q3 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-2.49K- 1.67% |
$187K - $210K
|
146K
$11.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-2.53K- 41.46% |
$191K - $214K
|
3.57K
$283K
|
|
|
Nov 06, 2024
Q3 2024
|
Mechanics Financial Corp
|
SELL
|
- |
-2.53K- 2.09% |
$191K - $214K
|
118K
$9.37M
|
|
|
Oct 24, 2024
Q3 2024
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-2.54K- 15.84% |
$191K - $214K
|
13.5K
$1.07M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-2.56K- 3.43% |
$193K - $216K
|
72.1K
$5.71M
|
|
|
Oct 03, 2024
Q3 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-2.61K- 2.42% |
$196K - $220K
|
105K
$8.31M
|
|
|
Oct 25, 2024
Q3 2024
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-2.72K- 3.57% |
$205K - $230K
|
73.5K
$5.82M
|
|
|
Oct 17, 2024
Q3 2024
|
Bremer Bank National Association
|
SELL
|
- |
-2.73K- 9.23% |
$205K - $230K
|
26.8K
$2.12M
|
|
|
Oct 16, 2024
Q3 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-2.77K- 6.19% |
$209K - $234K
|
42K
$3.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.78K- 3.48% |
$209K - $234K
|
76.9K
$6.08M
|
|
|
Oct 16, 2024
Q3 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-2.8K- 13.52% |
$211K - $236K
|
17.9K
$1.42M
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-2.83K- 3.42% |
$213K - $239K
|
79.8K
$6.31M
|
|
|
Nov 15, 2024
Q3 2024
|
Urban Financial Advisory Corp
Chicago, IL |
SELL
|
- |
-2.84K- 8.71% |
$214K - $240K
|
29.7K
$2.35M
|
|
|
Nov 07, 2024
Q3 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-2.84K- 3.41% |
$214K - $240K
|
80.4K
$6.36M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.85K- 11.47% |
$214K - $240K
|
22K
$1.74M
|
|
|
Nov 13, 2024
Q3 2024
|
Natixis
Paris, I0 |
SELL
|
- |
-2.85K- 96.29% |
$215K - $241K
|
110
$8.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-2.88K- 2.03% |
$217K - $243K
|
139K
$11M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-2.92K- 15.6% |
$220K - $246K
|
15.8K
$1.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-2.92K- 1.68% |
$220K - $246K
|
171K
$13.5M
|
|
|
Oct 17, 2024
Q3 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-2.94K- 2.26% |
$222K - $248K
|
128K
$10.1M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-2.98K- 17.57% |
$224K - $251K
|
14K
$1.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-3K- 17.24% |
$226K - $253K
|
14.4K
$1.14M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-3.17K- 85.49% |
$238K - $267K
|
537
$42.5K
|
|
|
Oct 15, 2024
Q3 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-3.2K- 4.1% |
$241K - $270K
|
74.9K
$5.93M
|
|
|
Oct 02, 2024
Q3 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-3.23K- 6.18% |
$244K - $273K
|
49.1K
$3.88M
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-3.25K- 5.25% |
$245K - $274K
|
58.6K
$4.64M
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-3.26K- 0.68% |
$245K - $275K
|
474K
$37.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-3.27K- 5.93% |
$246K - $276K
|
51.9K
$4.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-3.27K- 14.77% |
$246K - $276K
|
18.9K
$1.49M
|
|
|
Oct 10, 2024
Q3 2024
|
In Track Investment Management Inc
|
SELL
|
- |
-3.33K- 9.89% |
$251K - $281K
|
30.3K
$2.4M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.4K- 10.86% |
$256K - $287K
|
27.9K
$2.21M
|
|
|
Oct 22, 2024
Q3 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-3.45K- 29.79% |
$260K - $291K
|
8.13K
$643K
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-3.49K- 3.4% |
$263K - $294K
|
99.1K
$7.84M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-3.55K- 16.38% |
$268K - $300K
|
18.1K
$1.44M
|
|
|
Nov 12, 2024
Q3 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-3.62K- 15.49% |
$272K - $305K
|
19.7K
$1.56M
|
|
|
Nov 04, 2024
Q3 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-3.66K- 3.63% |
$275K - $308K
|
97.1K
$7.68M
|
|
|
Nov 12, 2024
Q3 2024
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-3.76K- 43.04% |
$283K - $317K
|
4.97K
$393K
|
|
|
Nov 05, 2024
Q3 2024
|
Simmons Bank
|
SELL
|
- |
-3.79K- 2.85% |
$285K - $319K
|
129K
$10.2M
|