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 24, 2024
Q3 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
29.6K+ 400.32% |
$2.23M - $2.5M
|
37K
$2.94M
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
29.2K+ 51.97% |
$2.2M - $2.46M
|
85.3K
$6.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
29.1K+ 16.19% |
$2.19M - $2.46M
|
209K
$16.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
28.9K+ 1.27% |
$2.18M - $2.44M
|
2.3M
$183M
|
|
|
Nov 05, 2024
Q3 2024
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
BUY
|
- |
28.5KNew |
$2.15M - $2.41M
|
28.5K
$2.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
28.4K+ 54.58% |
$2.14M - $2.39M
|
80.4K
$6.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
26.1K+ 973.04% |
$1.97M - $2.2M
|
28.8K
$2.29M
|
|
|
Nov 12, 2024
Q3 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
26.1K+ 364.06% |
$1.96M - $2.2M
|
33.3K
$2.65M
|
|
|
Nov 14, 2024
Q3 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
25.3KNew |
$1.91M - $2.13M
|
25.3K
$2.01M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
25K+ 3.59% |
$1.88M - $2.11M
|
721K
$57.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
25K+ 94.48% |
$1.88M - $2.11M
|
51.4K
$4.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
24.8KNew |
$1.87M - $2.09M
|
24.8K
$1.98M
|
|
|
Nov 14, 2024
Q3 2024
|
Aristotle Capital Management, LLC
Los Angeles, CA |
BUY
|
- |
24.5K+ 7.93% |
$1.84M - $2.06M
|
333K
$26.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
24.2K+ 19.3% |
$1.82M - $2.04M
|
150K
$11.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
24.2K+ 195.32% |
$1.82M - $2.04M
|
36.6K
$2.91M
|
|
|
Nov 14, 2024
Q3 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
24K+ 634.57% |
$1.81M - $2.03M
|
27.8K
$2.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
23.4K+ 232.72% |
$1.76M - $1.98M
|
33.5K
$2.67M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
22.9K+ 0.62% |
$1.72M - $1.93M
|
3.7M
$294M
|
|
|
Nov 14, 2024
Q3 2024
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
22.5K+ 37.6% |
$1.69M - $1.89M
|
82.2K
$6.54M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
22.1K+ 1.69% |
$1.67M - $1.87M
|
1.34M
$106M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
22K+ 13.28% |
$1.66M - $1.86M
|
188K
$15M
|
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
21.7KNew |
$1.63M - $1.83M
|
21.7K
$1.72M
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
21.4K+ 6.56% |
$1.61M - $1.81M
|
348K
$27.7M
|
|
|
Dec 02, 2024
Q3 2024
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
21K+ 12.15% |
$1.58M - $1.77M
|
194K
$15.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
20.9K+ 4.07% |
$1.58M - $1.77M
|
534K
$42.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
BUY
|
- |
20.7K+ 9.52% |
$1.56M - $1.75M
|
238K
$19M
|
|
|
Nov 12, 2024
Q3 2024
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
20.6KNew |
$1.55M - $1.74M
|
20.6K
$1.64M
|
|
|
Oct 17, 2024
Q3 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
20K+ 5.04% |
$1.51M - $1.69M
|
416K
$33.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
20K+ 0.88% |
$1.51M - $1.69M
|
2.29M
$183M
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
19.9KNew |
$1.5M - $1.68M
|
19.9K
$1.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
18.9K+ 11.99% |
$1.42M - $1.59M
|
177K
$14.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
18.8K+ 2.09% |
$1.42M - $1.59M
|
921K
$73.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
18.6K+ 1.27% |
$1.4M - $1.57M
|
1.48M
$118M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
18.4K+ 5.65% |
$1.39M - $1.55M
|
344K
$27.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
18K+ 3.22% |
$1.35M - $1.52M
|
577K
$46M
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
17.6K+ 117.2% |
$1.33M - $1.49M
|
32.7K
$2.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
17.2K+ 14.09% |
$1.3M - $1.45M
|
140K
$11.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
17.1K+ 208.28% |
$1.29M - $1.44M
|
25.3K
$2.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
17K+ 5.33% |
$1.28M - $1.43M
|
336K
$26.8M
|
|
|
Nov 04, 2024
Q3 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
16.9KNew |
$1.27M - $1.43M
|
16.9K
$1.35M
|
|
|
Nov 04, 2024
Q3 2024
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
16.8K+ 328.2% |
$1.27M - $1.42M
|
21.9K
$1.75M
|
|
|
Nov 06, 2024
Q3 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
16.4KNew |
$1.23M - $1.38M
|
16.4K
$1.31M
|
|
|
Nov 14, 2024
Q3 2024
|
State Of Tennessee, Treasury Department
Nashville, TN |
BUY
|
- |
16.3K+ 86.28% |
$1.23M - $1.37M
|
35.2K
$2.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
16K+ 10.72% |
$1.2M - $1.35M
|
165K
$13.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Wolff Financial Management LLC
|
BUY
|
- |
15.7KNew |
$1.19M - $1.33M
|
15.7K
$1.25M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
15.7K+ 7.94% |
$1.18M - $1.32M
|
213K
$17M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
15.5K+ 86.26% |
$1.17M - $1.31M
|
33.5K
$2.67M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
14.4K+ 21.45% |
$1.09M - $1.22M
|
81.8K
$6.52M
|
|
|
Oct 23, 2024
Q3 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
14.3K+ 15.51% |
$1.08M - $1.21M
|
106K
$8.47M
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
14.2K+ 12.54% |
$1.07M - $1.2M
|
128K
$10.2M
|