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 23, 2024
Q3 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
690+ 1.9% |
$52K - $58.2K
|
37K
$2.89M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
688New |
$51.8K - $58K
|
688
$53.6K
|
|
|
Oct 16, 2024
Q3 2024
|
Orin Green Financial, LLC
|
BUY
|
- |
686+ 0.64% |
$51.7K - $57.9K
|
108K
$8.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
678+ 4.39% |
$51.1K - $57.2K
|
16.1K
$1.26M
|
|
|
Oct 23, 2024
Q3 2024
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
677+ 3.41% |
$51K - $57.1K
|
20.6K
$1.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
670+ 5.02% |
$50.5K - $56.5K
|
14K
$1.09M
|
|
|
Nov 12, 2024
Q3 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
666+ 0.85% |
$50.2K - $56.2K
|
79.3K
$6.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
634+ 2.26% |
$47.8K - $53.5K
|
28.6K
$2.23M
|
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
632+ 1.79% |
$47.6K - $53.3K
|
36K
$2.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
629+ 2734.78% |
$47.4K - $53.1K
|
652
$50.8K
|
|
|
Nov 05, 2024
Q3 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
616+ 2.26% |
$46.4K - $52K
|
27.8K
$2.17M
|
|
|
Oct 10, 2024
Q3 2024
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
608+ 0.81% |
$45.8K - $51.3K
|
75.8K
$5.91M
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
603+ 20.94% |
$45.4K - $50.9K
|
3.48K
$271K
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
600+ 1.55% |
$45.2K - $50.6K
|
39.4K
$3.07M
|
|
|
Oct 04, 2024
Q3 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
590+ 18.39% |
$44.4K - $49.8K
|
3.8K
$296K
|
|
|
Nov 04, 2024
Q3 2024
|
Kennebec Savings Bank
Augusta, ME |
BUY
|
- |
590New |
$44.4K - $49.8K
|
590
$46K
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
584+ 1.36% |
$44K - $49.3K
|
43.5K
$3.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
584+ 0.41% |
$44K - $49.3K
|
142K
$11M
|
|
|
Oct 15, 2024
Q3 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
581+ 2.52% |
$43.8K - $49K
|
23.6K
$1.84M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
BUY
|
- |
546+ 8.65% |
$41.1K - $46.1K
|
6.86K
$534K
|
|
|
Nov 12, 2024
Q3 2024
|
Leith Wheeler Investment Counsel Ltd.
|
BUY
|
- |
541+ 2.55% |
$40.7K - $45.6K
|
21.8K
$1.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
534+ 2.08% |
$40.2K - $45.1K
|
26.2K
$2.04M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
534New |
$40.2K - $45.1K
|
534
$41.6K
|
|
|
Nov 04, 2024
Q3 2024
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
533+ 0.45% |
$40.1K - $45K
|
119K
$9.3M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
520+ 7.11% |
$39.2K - $43.9K
|
7.83K
$610K
|
|
|
Oct 08, 2024
Q3 2024
|
Evensky & Katz LLC
|
BUY
|
- |
490+ 16.07% |
$36.9K - $41.3K
|
3.54K
$276K
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
479+ 1.23% |
$36.1K - $40.4K
|
39.4K
$3.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
472+ 2.23% |
$35.6K - $39.8K
|
21.6K
$1.68M
|
|
|
Nov 12, 2024
Q3 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
470+ 2.35% |
$35.4K - $39.7K
|
20.4K
$1.59M
|
|
|
Oct 08, 2024
Q3 2024
|
Adirondack Trust CO
|
BUY
|
- |
466+ 4.05% |
$35.1K - $39.3K
|
12K
$933K
|
|
|
Nov 01, 2024
Q3 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
466+ 1.82% |
$35.1K - $39.3K
|
26K
$2.03M
|
|
|
Nov 06, 2024
Q3 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
464+ 5.21% |
$34.9K - $39.1K
|
9.37K
$730K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
462+ 0.56% |
$34.8K - $39K
|
83.7K
$6.52M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
461New |
$34.7K - $38.9K
|
461
$35.9K
|
|
|
Oct 29, 2024
Q3 2024
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
458+ 2.36% |
$34.5K - $38.6K
|
19.9K
$1.55M
|
|
|
Oct 17, 2024
Q3 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
455+ 30.15% |
$34.3K - $38.4K
|
1.96K
$153K
|
|
|
Oct 31, 2024
Q3 2024
|
Financial Services Advisory Inc
|
BUY
|
- |
453+ 2.81% |
$34.1K - $38.2K
|
16.6K
$1.29M
|
|
|
Oct 03, 2024
Q3 2024
|
Farmers Trust CO
|
BUY
|
- |
451+ 1.27% |
$34K - $38.1K
|
35.9K
$2.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
437+ 11.01% |
$32.9K - $36.9K
|
4.41K
$343K
|
|
|
Oct 15, 2024
Q3 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
435+ 13.97% |
$32.8K - $36.7K
|
3.55K
$276K
|
|
|
Oct 28, 2024
Q3 2024
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
433+ 6.63% |
$32.6K - $36.5K
|
6.96K
$542K
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
BUY
|
- |
423+ 0.46% |
$31.9K - $35.7K
|
92.2K
$7.19M
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
420+ 2.55% |
$31.6K - $35.4K
|
16.9K
$1.31M
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
412+ 1.3% |
$31K - $34.8K
|
32.1K
$2.5M
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
412+ 2.61% |
$31K - $34.8K
|
16.2K
$1.26M
|
|
|
Oct 08, 2024
Q3 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
409+ 4.17% |
$30.8K - $34.5K
|
10.2K
$795K
|
|
|
Nov 21, 2024
Q3 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
404+ 9.3% |
$30.4K - $34.1K
|
4.75K
$370K
|
|
|
Oct 21, 2024
Q3 2024
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
400+ 1.38% |
$30.1K - $33.7K
|
29.4K
$2.29M
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
400+ 3.11% |
$30.1K - $33.7K
|
13.3K
$1.03M
|
|
|
Oct 30, 2024
Q3 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
400+ 2.51% |
$30.1K - $33.7K
|
16.3K
$1.27M
|