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 13, 2024
Q3 2024
|
Argent Financial Group, Inc.
Ruston, LA |
BUY
|
- |
7.97KNew |
$600K - $672K
|
7.97K
$632K
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
7.96K+ 2.97% |
$599K - $671K
|
276K
$21.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Eight 31 Financial LLC
Midland, TX |
BUY
|
- |
7.84KNew |
$590K - $661K
|
7.84K
$621K
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
7.71K+ 138.9% |
$581K - $651K
|
13.3K
$1.05M
|
|
|
Oct 22, 2024
Q3 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
7.59KNew |
$571K - $640K
|
7.59K
$602K
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
7.57K+ 18.16% |
$570K - $639K
|
49.3K
$3.91M
|
|
|
Nov 08, 2024
Q3 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
7.43KNew |
$560K - $627K
|
7.43K
$590K
|
|
|
Oct 29, 2024
Q3 2024
|
Signify Wealth
|
BUY
|
- |
7.39K+ 18.73% |
$557K - $624K
|
46.8K
$3.72M
|
|
|
Nov 01, 2024
Q3 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
7.35KNew |
$553K - $620K
|
7.35K
$583K
|
|
|
Nov 08, 2024
Q3 2024
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
7.32KNew |
$551K - $617K
|
7.32K
$580K
|
|
|
Nov 12, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
7.06K+ 444.8% |
$532K - $596K
|
8.65K
$686K
|
|
|
Oct 07, 2024
Q3 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
6.93K+ 7.58% |
$522K - $584K
|
98.4K
$7.8M
|
|
|
Oct 31, 2024
Q3 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
6.82K+ 3.99% |
$513K - $575K
|
178K
$14.1M
|
|
|
Oct 28, 2024
Q3 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
6.53KNew |
$492K - $551K
|
6.53K
$518K
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
6.46KNew |
$487K - $545K
|
6.46K
$512K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
6.44K+ 20.06% |
$485K - $544K
|
38.6K
$3.06M
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
6.41K+ 3.12% |
$483K - $541K
|
212K
$16.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
6.38K+ 114.89% |
$481K - $538K
|
11.9K
$947K
|
|
|
Oct 09, 2024
Q3 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
6.37K+ 12.1% |
$480K - $538K
|
59K
$4.68M
|
|
|
Oct 28, 2024
Q3 2024
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
6.22KNew |
$469K - $525K
|
6.22K
$494K
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
6.16K+ 10.09% |
$464K - $520K
|
67.2K
$5.33M
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
6.11K+ 62.89% |
$461K - $516K
|
15.8K
$1.26M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
6.06K+ 40.1% |
$456K - $511K
|
21.2K
$1.68M
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
6.04K+ 55.03% |
$455K - $510K
|
17K
$1.35M
|
|
|
Oct 10, 2024
Q3 2024
|
Montis Financial, LLC
|
BUY
|
- |
6.03K+ 55.52% |
$454K - $509K
|
16.9K
$1.34M
|
|
|
Nov 05, 2024
Q3 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
6.01K+ 107.06% |
$452K - $507K
|
11.6K
$921K
|
|
|
Oct 09, 2024
Q3 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
6K+ 39.06% |
$452K - $506K
|
21.4K
$1.69M
|
|
|
Oct 21, 2024
Q3 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
5.97K+ 6.84% |
$450K - $504K
|
93.4K
$7.41M
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
5.95K+ 39.65% |
$448K - $502K
|
20.9K
$1.66M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
5.93K+ 74.39% |
$447K - $500K
|
13.9K
$1.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
5.91K+ 1.16% |
$445K - $499K
|
516K
$40.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
BUY
|
- |
5.88KNew |
$443K - $496K
|
5.88K
$466K
|
|
|
Oct 22, 2024
Q3 2024
|
Community Trust & Investment CO
|
BUY
|
- |
5.69KNew |
$428K - $480K
|
5.69K
$451K
|
|
|
Nov 14, 2024
Q3 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
5.64K+ 5.61% |
$425K - $476K
|
106K
$8.43M
|
|
|
Nov 07, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
5.62K+ 95.37% |
$423K - $474K
|
11.5K
$913K
|
|
|
Oct 30, 2024
Q3 2024
|
Landmark Wealth Management, LLC
|
BUY
|
- |
5.6KNew |
$422K - $472K
|
5.6K
$444K
|
|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
BUY
|
- |
5.56K+ 2.21% |
$419K - $469K
|
258K
$20.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
5.56K+ 2.91% |
$418K - $469K
|
196K
$15.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
5.45K+ 7.96% |
$411K - $460K
|
74K
$5.87M
|
|
|
Oct 07, 2024
Q3 2024
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
5.37K+ 4.29% |
$404K - $453K
|
131K
$10.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
5.31K+ 7.48% |
$400K - $448K
|
76.2K
$6.05M
|
|
|
Oct 10, 2024
Q3 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
5.25K+ 8.35% |
$395K - $443K
|
68.1K
$5.4M
|
|
|
Oct 01, 2024
Q3 2024
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
5.23K+ 4.75% |
$394K - $441K
|
115K
$9.14M
|
|
|
Oct 18, 2024
Q3 2024
|
Ping Capital Management, Inc.
New York, NY |
BUY
|
- |
5.2KNew |
$392K - $439K
|
5.2K
$412K
|
|
|
Oct 15, 2024
Q3 2024
|
Apexium Financial, LP
|
BUY
|
- |
5.18K+ 33.26% |
$390K - $437K
|
20.8K
$1.65M
|
|
|
Nov 08, 2024
Q3 2024
|
Axos Invest Inc.
Las Vegas, NV |
BUY
|
- |
5.17KNew |
$389K - $436K
|
5.17K
$410K
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
5.16K+ 3.65% |
$388K - $435K
|
146K
$11.6M
|
|
|
Nov 01, 2024
Q3 2024
|
Rovin Capital
|
BUY
|
- |
5.03K+ 14.85% |
$379K - $424K
|
38.9K
$3.09M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
4.94K+ 0.57% |
$372K - $417K
|
865K
$68.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Taikang Asset Management (Hong Kong) CO LTD
Hong Kong, K3 |
BUY
|
- |
4.72K+ 2.41% |
$355K - $398K
|
200K
$15.9M
|