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 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.27K+ 7.54% |
$95.5K - $107K
|
18.1K
$1.43M
|
|
|
Nov 07, 2024
Q3 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
1.25K+ 50.24% |
$93.9K - $105K
|
3.73K
$296K
|
|
|
Nov 14, 2024
Q3 2024
|
Hillman Capital Management, Inc.
Bethesda, MD |
BUY
|
- |
1.21K+ 5.1% |
$91.2K - $102K
|
25K
$1.98M
|
|
|
Nov 13, 2024
Q3 2024
|
Scotia Capital Inc.
|
BUY
|
- |
1.2K+ 2.54% |
$90.7K - $102K
|
48.6K
$3.86M
|
|
|
Oct 08, 2024
Q3 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
1.2K+ 43.25% |
$90.2K - $101K
|
3.97K
$315K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.2K+ 4.6% |
$90.2K - $101K
|
27.3K
$2.16M
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.19K+ 23.54% |
$89.6K - $100K
|
6.25K
$495K
|
|
|
Oct 23, 2024
Q3 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
1.18K+ 2.15% |
$88.5K - $99.1K
|
55.8K
$4.42M
|
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
BUY
|
- |
1.14K+ 0.68% |
$85.6K - $95.8K
|
168K
$13.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Providence First Trust CO
|
BUY
|
- |
1.14K+ 2.05% |
$85.6K - $95.8K
|
56.6K
$4.49M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
1.11K+ 0.18% |
$83.6K - $93.7K
|
606K
$48.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Hancock Whitney Corp
|
BUY
|
- |
1.1K+ 0.17% |
$83K - $93K
|
662K
$52.5M
|
|
|
Nov 19, 2024
Q3 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
1.09K+ 37.86% |
$82.2K - $92K
|
3.97K
$315K
|
|
|
Nov 12, 2024
Q3 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
1.09K+ 5.21% |
$81.9K - $91.8K
|
22K
$1.74M
|
|
|
Nov 14, 2024
Q3 2024
|
Connors Investor Services Inc
Wyomissing, PA |
BUY
|
- |
1.08K+ 1.61% |
$81K - $90.7K
|
67.9K
$5.38M
|
|
|
Nov 13, 2024
Q3 2024
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
1.07KNew |
$80.5K - $90.2K
|
1.07K
$84.8K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.04K+ 0.34% |
$78.5K - $87.9K
|
309K
$24.5M
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.03K+ 1.03% |
$77.4K - $86.7K
|
101K
$8.04M
|
|
|
Nov 13, 2024
Q3 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
1.01K+ 0.65% |
$76.4K - $85.6K
|
158K
$12.5M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
1.01K+ 5.63% |
$75.7K - $84.8K
|
18.8K
$1.49M
|
|
|
Nov 08, 2024
Q3 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
999New |
$75.2K - $84.3K
|
999
$79.2K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
984+ 0.78% |
$74.1K - $83K
|
127K
$10.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
BUY
|
- |
963+ 3.93% |
$72.5K - $81.2K
|
25.4K
$2.02M
|
|
|
Oct 07, 2024
Q3 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
944+ 2.23% |
$71.1K - $79.6K
|
43.3K
$3.43M
|
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
937+ 5.17% |
$70.6K - $79.1K
|
19K
$1.51M
|
|
|
Oct 30, 2024
Q3 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
936+ 4.65% |
$70.5K - $79K
|
21.1K
$1.67M
|
|
|
Nov 13, 2024
Q3 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
914+ 1.8% |
$68.8K - $77.1K
|
51.6K
$4.09M
|
|
|
Oct 07, 2024
Q3 2024
|
Bath Savings Trust CO
|
BUY
|
- |
900+ 14.61% |
$67.8K - $75.9K
|
7.06K
$560K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
900+ 2.79% |
$67.8K - $75.9K
|
33.2K
$2.63M
|
|
|
Nov 07, 2024
Q3 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
894+ 7.51% |
$67.3K - $75.4K
|
12.8K
$1.01M
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
888+ 431.07% |
$66.9K - $74.9K
|
1.09K
$86.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
861+ 0.51% |
$64.9K - $72.6K
|
169K
$13.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
852+ 1.64% |
$64.2K - $71.9K
|
52.8K
$4.19M
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
851+ 14.97% |
$64.1K - $71.8K
|
6.54K
$518K
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
850+ 87.9% |
$64K - $71.7K
|
1.82K
$144K
|
|
|
Nov 12, 2024
Q3 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
822+ 13.8% |
$61.9K - $69.4K
|
6.78K
$537K
|
|
|
Nov 12, 2024
Q3 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
822+ 49.61% |
$61.9K - $69.4K
|
2.48K
$197K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
804+ 3.14% |
$60.6K - $67.8K
|
26.4K
$2.09M
|
|
|
Oct 21, 2024
Q3 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
797+ 16.66% |
$60K - $67.2K
|
5.58K
$443K
|
|
|
Oct 18, 2024
Q3 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
796+ 7.55% |
$60K - $67.2K
|
11.3K
$900K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
785+ 23.74% |
$59.1K - $66.2K
|
4.09K
$325K
|
|
|
Oct 18, 2024
Q3 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
760+ 2.98% |
$57.2K - $64.1K
|
26.3K
$2.08M
|
|
|
Oct 29, 2024
Q3 2024
|
Northeast Investment Management
|
BUY
|
- |
749+ 5.98% |
$56.4K - $63.2K
|
13.3K
$1.05M
|
|
|
Nov 05, 2024
Q3 2024
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
748+ 20.58% |
$56.3K - $63.1K
|
4.38K
$348K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
748+ 16.44% |
$56.3K - $63.1K
|
5.3K
$420K
|
|
|
Nov 13, 2024
Q3 2024
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
740+ 2.66% |
$55.7K - $62.4K
|
28.6K
$2.27M
|
|
|
Oct 03, 2024
Q3 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
732+ 6.59% |
$55.1K - $61.8K
|
11.8K
$939K
|
|
|
Nov 12, 2024
Q3 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
714+ 1.91% |
$53.8K - $60.2K
|
38.1K
$3.02M
|
|
|
Oct 24, 2024
Q3 2024
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
713+ 12.14% |
$53.7K - $60.2K
|
6.59K
$522K
|
|
|
Nov 14, 2024
Q3 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
705+ 13.09% |
$53.1K - $59.5K
|
6.09K
$483K
|