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 16, 2024
Q3 2024
|
Patton Fund Management, Inc.
|
SELL
|
- |
-7.05K- 3.24% |
$531K - $595K
|
211K
$16.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-7.06K- 81.64% |
$532K - $596K
|
1.59K
$126K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-7.3K- 15.82% |
$550K - $616K
|
38.9K
$3.07M
|
|
|
Nov 14, 2024
Q3 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
SELL
|
- |
-7.75K- 2.2% |
$583K - $653K
|
344K
$27.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-8K- 2.32% |
$603K - $675K
|
336K
$26.6M
|
|
|
Oct 24, 2024
Q3 2024
|
Sun Life Financial Inc
Toronto, A6 |
SELL
|
- |
-8.01K- 12.55% |
$603K - $676K
|
55.8K
$4.41M
|
|
|
Nov 13, 2024
Q3 2024
|
Quest Investment Management LLC
Lake Oswego, OR |
SELL
|
- |
-8.01K- 3.83% |
$603K - $676K
|
201K
$15.9M
|
|
|
Oct 28, 2024
Q3 2024
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-8.74K- 6.23% |
$658K - $737K
|
131K
$10.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-8.77K- 53.42% |
$660K - $740K
|
7.64K
$605K
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-9.17K- 1.43% |
$691K - $774K
|
631K
$50M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-9.27K- 43.03% |
$698K - $782K
|
12.3K
$970K
|
|
|
Nov 07, 2024
Q3 2024
|
Allen Investment Management LLC
|
SELL
|
- |
-9.31K- 4.51% |
$701K - $785K
|
197K
$15.6M
|
|
|
Oct 08, 2024
Q3 2024
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-9.32K- 1.8% |
$702K - $786K
|
508K
$40.2M
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-9.36K- 5.19% |
$705K - $790K
|
171K
$13.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
SELL
|
- |
-9.57K- 6.03% |
$721K - $808K
|
149K
$11.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-9.59K- 2.31% |
$722K - $809K
|
405K
$32M
|
|
|
Nov 12, 2024
Q3 2024
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-9.62K- 17.57% |
$724K - $811K
|
45.1K
$3.57M
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-9.69K- 90.52% |
$730K - $818K
|
1.02K
$80.3K
|
|
|
Nov 13, 2024
Q3 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-9.96K- 24.42% |
$750K - $841K
|
30.8K
$2.44M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-10K- 0.87% |
$754K - $845K
|
1.15M
$90.7M
|
|
|
Oct 30, 2024
Q3 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-10.3K- 5.15% |
$774K - $867K
|
189K
$15M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-10.3K- 1.23% |
$775K - $869K
|
829K
$65.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-10.4K- 22.29% |
$786K - $880K
|
36.4K
$2.88M
|
|
|
Nov 07, 2024
Q3 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-10.6K- 7.75% |
$798K - $894K
|
126K
$9.98M
|
|
|
Oct 29, 2024
Q3 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-10.7K- 22.07% |
$806K - $903K
|
37.8K
$2.99M
|
|
|
Nov 14, 2024
Q3 2024
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-10.7K- 17.33% |
$810K - $907K
|
51.3K
$4.06M
|
|
|
Oct 17, 2024
Q3 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-10.8K- 17.15% |
$811K - $908K
|
52K
$4.11M
|
|
|
Oct 21, 2024
Q3 2024
|
Asset Planning Corporation
|
SELL
|
- |
-10.8K- 24.45% |
$814K - $912K
|
33.4K
$2.64M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-11.8K- 15.16% |
$890K - $997K
|
66.1K
$5.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-11.9K- 29.97% |
$895K - $1M
|
27.8K
$2.2M
|
|
|
Oct 24, 2024
Q3 2024
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-12K- 3.24% |
$903K - $1.01M
|
359K
$28.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Strs Ohio
|
SELL
|
- |
-12.3K- 37.41% |
$924K - $1.04M
|
20.5K
$1.62M
|
|
|
Oct 02, 2024
Q3 2024
|
Dentgroup LLC
|
SELL
|
- |
-12.4K- 65.74% |
$933K - $1.04M
|
6.45K
$510K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-12.7K- 4.82% |
$958K - $1.07M
|
251K
$19.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-12.9K- 6.34% |
$972K - $1.09M
|
191K
$15.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-12.9K- 27.0% |
$974K - $1.09M
|
35K
$2.77M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-13.1K- 8.72% |
$990K - $1.11M
|
138K
$10.9M
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
SELL
|
- |
-13.2K- 5.55% |
$993K - $1.11M
|
225K
$17.8M
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-13.7K- 27.36% |
$1.03M - $1.15M
|
36.3K
$2.87M
|
|
|
Nov 12, 2024
Q3 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-14.2K- 9.5% |
$1.07M - $1.2M
|
135K
$10.7M
|
|
|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-14.6K- 78.32% |
$1.1M - $1.24M
|
4.05K
$321K
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-14.7K- 13.26% |
$1.1M - $1.24M
|
95.9K
$7.59M
|
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-14.9K- 18.44% |
$1.12M - $1.26M
|
65.9K
$5.22M
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-15K- 40.23% |
$1.13M - $1.27M
|
22.3K
$1.77M
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-15.8K- 6.79% |
$1.19M - $1.33M
|
217K
$17.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-15.9K- 4.79% |
$1.2M - $1.34M
|
317K
$25.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-16K- 0.89% |
$1.21M - $1.35M
|
1.78M
$140M
|
|
|
Oct 22, 2024
Q3 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-16.3K- 51.94% |
$1.23M - $1.37M
|
15.1K
$1.19M
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-16.3K- 7.89% |
$1.23M - $1.38M
|
190K
$15.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
SELL
|
- |
-16.4K- 21.55% |
$1.23M - $1.38M
|
59.5K
$4.71M
|