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
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
220+ 1.2% |
$16.6K - $18.6K
|
18.6K
$1.47M
|
|
|
Oct 03, 2024
Q3 2024
|
Rockland Trust CO
|
BUY
|
- |
219+ 0.98% |
$16.5K - $18.5K
|
22.5K
$1.78M
|
|
|
Oct 11, 2024
Q3 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
213+ 7.17% |
$16K - $18K
|
3.18K
$251K
|
|
|
Oct 18, 2024
Q3 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
202+ 1.74% |
$15.2K - $17K
|
11.8K
$934K
|
|
|
Nov 13, 2024
Q3 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
200+ 5.26% |
$15.1K - $16.9K
|
4K
$316K
|
|
|
Nov 13, 2024
Q3 2024
|
Hudson Portfolio Management LLC
Garrison, NY |
BUY
|
- |
199+ 2.3% |
$15K - $16.8K
|
8.87K
$700K
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
BUY
|
- |
193+ 1.22% |
$14.5K - $16.3K
|
16.1K
$1.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
192+ 0.1% |
$14.5K - $16.2K
|
190K
$15M
|
|
|
Nov 01, 2024
Q3 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
189+ 1.97% |
$14.2K - $15.9K
|
9.8K
$774K
|
|
|
Nov 13, 2024
Q3 2024
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
186+ 1.69% |
$14K - $15.7K
|
11.2K
$881K
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
182+ 0.2% |
$13.7K - $15.4K
|
92.5K
$7.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
180New |
$13.6K - $15.2K
|
180
$14.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
178+ 0.44% |
$13.4K - $15K
|
40.3K
$3.18M
|
|
|
Oct 29, 2024
Q3 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
172+ 1.68% |
$13K - $14.5K
|
10.4K
$821K
|
|
|
Oct 24, 2024
Q3 2024
|
4 Thought Financial Group Inc.
|
BUY
|
- |
170+ 0.2% |
$12.8K - $14.3K
|
85.2K
$6.73M
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
168+ 20.14% |
$12.7K - $14.2K
|
1K
$79.1K
|
|
|
Oct 15, 2024
Q3 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
166+ 1.66% |
$12.5K - $14K
|
10.2K
$804K
|
|
|
Oct 18, 2024
Q3 2024
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
164+ 1.49% |
$12.4K - $13.8K
|
11.2K
$884K
|
|
|
Oct 16, 2024
Q3 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
159+ 4.54% |
$12K - $13.4K
|
3.66K
$289K
|
|
|
Oct 28, 2024
Q3 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
159+ 1.02% |
$12K - $13.4K
|
15.8K
$1.25M
|
|
|
Oct 24, 2024
Q3 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
155+ 0.31% |
$11.7K - $13.1K
|
49.6K
$3.91M
|
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
151+ 0.59% |
$11.4K - $12.7K
|
25.9K
$2.05M
|
|
|
Oct 01, 2024
Q3 2024
|
Park National Corp
|
BUY
|
- |
145+ 1.44% |
$10.9K - $12.2K
|
10.2K
$805K
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
142+ 4.45% |
$10.7K - $12K
|
3.33K
$263K
|
|
|
Oct 18, 2024
Q3 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
140New |
$10.5K - $11.8K
|
140
$11.1K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
133+ 4.13% |
$10K - $11.2K
|
3.36K
$265K
|
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
132+ 1.15% |
$9.94K - $11.1K
|
11.6K
$915K
|
|
|
Oct 30, 2024
Q3 2024
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
131+ 0.24% |
$9.87K - $11.1K
|
53.7K
$4.24M
|
|
|
Oct 21, 2024
Q3 2024
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
125+ 3.56% |
$9.42K - $10.5K
|
3.63K
$287K
|
|
|
Oct 28, 2024
Q3 2024
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
124+ 1.62% |
$9.34K - $10.5K
|
7.78K
$615K
|
|
|
Oct 15, 2024
Q3 2024
|
Steph & CO
|
BUY
|
- |
123+ 0.53% |
$9.26K - $10.4K
|
23.4K
$1.85M
|
|
|
Oct 17, 2024
Q3 2024
|
Well Done, LLC
|
BUY
|
- |
120+ 0.66% |
$9.04K - $10.1K
|
18.4K
$1.46M
|
|
|
Oct 15, 2024
Q3 2024
|
E Rn Financial, LLC
|
BUY
|
- |
117+ 0.15% |
$8.81K - $9.87K
|
77.5K
$6.12M
|
|
|
Oct 30, 2024
Q3 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
117+ 0.53% |
$8.81K - $9.87K
|
22.2K
$1.76M
|
|
|
Oct 17, 2024
Q3 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
111New |
$8.36K - $9.37K
|
111
$8.77K
|
|
|
Nov 04, 2024
Q3 2024
|
Tru Independence LLC
|
BUY
|
- |
111+ 1.08% |
$8.36K - $9.37K
|
10.4K
$818K
|
|
|
Oct 10, 2024
Q3 2024
|
Sawyer & Company, Inc
|
BUY
|
- |
109New |
$8.21K - $9.2K
|
109
$8.61K
|
|
|
Nov 12, 2024
Q3 2024
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
107+ 0.43% |
$8.06K - $9.03K
|
24.8K
$1.96M
|
|
|
Oct 18, 2024
Q3 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
106+ 0.39% |
$7.98K - $8.94K
|
27K
$2.13M
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
103+ 1.99% |
$7.76K - $8.69K
|
5.27K
$416K
|
|
|
Oct 18, 2024
Q3 2024
|
Veracity Capital LLC
|
BUY
|
- |
100+ 0.26% |
$7.53K - $8.44K
|
39K
$3.08M
|
|
|
Nov 12, 2024
Q3 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
100+ 0.2% |
$7.53K - $8.44K
|
51.2K
$4.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
100+ 243.9% |
$7.53K - $8.44K
|
141
$11.1K
|
|
|
Nov 08, 2024
Q3 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
93+ 39.08% |
$7K - $7.85K
|
331
$26.1K
|
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
91New |
$6.85K - $7.68K
|
91
$7.19K
|
|
|
Nov 08, 2024
Q3 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
90+ 0.49% |
$6.78K - $7.59K
|
18.3K
$1.44M
|
|
|
Oct 02, 2024
Q3 2024
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
85+ 2.07% |
$6.4K - $7.17K
|
4.18K
$330K
|
|
|
Nov 08, 2024
Q3 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
83+ 1.92% |
$6.25K - $7K
|
4.4K
$348K
|
|
|
Nov 14, 2024
Q3 2024
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
82+ 2.01% |
$6.18K - $6.92K
|
4.15K
$328K
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
80+ 43.24% |
$6.03K - $6.75K
|
265
$20.9K
|