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
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
14.1KNew |
$1.06M - $1.19M
|
14.1K
$1.12M
|
|
|
Oct 24, 2024
Q3 2024
|
Carret Asset Management, LLC
|
BUY
|
- |
14KNew |
$1.06M - $1.18M
|
14K
$1.12M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
13.9K+ 1.87% |
$1.05M - $1.17M
|
757K
$60.3M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
13.9K+ 1.87% |
$1.04M - $1.17M
|
755K
$60.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Becker Capital Management Inc
|
BUY
|
- |
13.7K+ 2.15% |
$1.03M - $1.15M
|
649K
$51.7M
|
|
|
Oct 08, 2024
Q3 2024
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
13.7K+ 8.28% |
$1.03M - $1.15M
|
179K
$14.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Radnor Capital Management, LLC
|
BUY
|
- |
13.5KNew |
$1.02M - $1.14M
|
13.5K
$1.07M
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
13.4K+ 12.92% |
$1.01M - $1.13M
|
117K
$9.34M
|
|
|
Oct 23, 2024
Q3 2024
|
Country Club Bank
|
BUY
|
- |
13.4K+ 3.59% |
$1.01M - $1.13M
|
387K
$30.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
13.4K+ 27.21% |
$1.01M - $1.13M
|
62.4K
$4.97M
|
|
|
Oct 22, 2024
Q3 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
13.2K+ 39.68% |
$992K - $1.11M
|
46.4K
$3.69M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
13K+ 66.94% |
$980K - $1.1M
|
32.5K
$2.58M
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
12.8K+ 9.44% |
$967K - $1.08M
|
149K
$11.9M
|
|
|
Nov 22, 2024
Q3 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
12.8K+ 1.82% |
$963K - $1.08M
|
715K
$57M
|
|
|
Oct 31, 2024
Q3 2024
|
Aries Wealth Management
|
BUY
|
- |
12.6K+ 11.9% |
$949K - $1.06M
|
118K
$9.44M
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
12.3K+ 1.47% |
$924K - $1.04M
|
845K
$67.3M
|
|
|
Oct 08, 2024
Q3 2024
|
Parkside Advisors LLC
|
BUY
|
- |
12.1K+ 3.74% |
$913K - $1.02M
|
336K
$26.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
11.9K+ 7.55% |
$899K - $1.01M
|
170K
$13.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
11.8K+ 2.63% |
$886K - $993K
|
459K
$36.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
11.5K+ 7.23% |
$863K - $966K
|
170K
$13.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
11.3K+ 6.97% |
$853K - $955K
|
174K
$13.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
11.3K+ 34.56% |
$849K - $951K
|
43.9K
$3.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
BUY
|
- |
11.2KNew |
$842K - $943K
|
11.2K
$890K
|
|
|
Nov 14, 2024
Q3 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
11.1K+ 66.49% |
$837K - $937K
|
27.8K
$2.22M
|
|
|
Oct 16, 2024
Q3 2024
|
Berkshire Money Management, Inc.
|
BUY
|
- |
10.9K+ 7.41% |
$820K - $919K
|
158K
$12.6M
|
|
|
Oct 29, 2024
Q3 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
10.9KNew |
$819K - $917K
|
10.9K
$866K
|
|
|
Oct 30, 2024
Q3 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
10.5K+ 41.98% |
$793K - $888K
|
35.6K
$2.84M
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
10.5K+ 15.67% |
$790K - $885K
|
77.4K
$6.17M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
10.3K+ 0.7% |
$778K - $872K
|
1.5M
$119M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
10.1K+ 6.98% |
$760K - $851K
|
155K
$12.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
9.94K+ 2.48% |
$749K - $839K
|
411K
$32.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
9.89K+ 1.45% |
$745K - $834K
|
693K
$55.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
9.83KNew |
$740K - $829K
|
9.83K
$783K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
9.73K+ 3.42% |
$733K - $821K
|
294K
$23.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
9.7KNew |
$730K - $818K
|
9.7K
$772K
|
|
|
Nov 21, 2024
Q3 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
9.4KNew |
$708K - $793K
|
9.4K
$748K
|
|
|
Oct 24, 2024
Q3 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
9.32K+ 190.57% |
$702K - $786K
|
14.2K
$1.13M
|
|
|
Nov 08, 2024
Q3 2024
|
Yardley Wealth Management LLC
Yardley, PA |
BUY
|
- |
9.24KNew |
$696K - $780K
|
9.24K
$736K
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
BUY
|
- |
9.21K+ 3.25% |
$694K - $777K
|
293K
$23.3M
|
|
|
Oct 04, 2024
Q3 2024
|
Curated Wealth Partners LLC
|
BUY
|
- |
9.17K+ 85.85% |
$690K - $773K
|
19.8K
$1.58M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
9.1K+ 119.39% |
$686K - $768K
|
16.7K
$1.33M
|
|
|
Oct 15, 2024
Q3 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
9.01K+ 7.37% |
$678K - $760K
|
131K
$10.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Wolf Group Capital Advisors
|
BUY
|
- |
8.83K+ 34.18% |
$665K - $745K
|
34.7K
$2.76M
|
|
|
Nov 07, 2024
Q3 2024
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
8.71K+ 5.07% |
$656K - $735K
|
180K
$14.4M
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
8.66K+ 2.57% |
$652K - $730K
|
345K
$27.5M
|
|
|
Oct 29, 2024
Q3 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
8.59K+ 11.24% |
$647K - $725K
|
85K
$6.77M
|
|
|
Nov 15, 2024
Q3 2024
|
Bontempo Ohly Capital Mgmt LLC
Bethesda, MD |
BUY
|
- |
8.53K+ 1.36% |
$642K - $719K
|
636K
$50.7M
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
8.37K+ 47.15% |
$630K - $706K
|
26.1K
$2.08M
|
|
|
Oct 31, 2024
Q3 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
8.14KNew |
$613K - $687K
|
8.14K
$648K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Financial Group, Inc.
Ruston, LA |
BUY
|
- |
7.97KNew |
$600K - $672K
|
7.97K
$635K
|