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 07, 2024
Q3 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
77+ 0.1% |
$5.8K - $6.5K
|
75.3K
$5.87M
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
73+ 0.54% |
$5.5K - $6.16K
|
13.6K
$1.06M
|
|
|
Oct 23, 2024
Q3 2024
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
70New |
$5.27K - $5.91K
|
70
$5.45K
|
|
|
Nov 15, 2024
Q3 2024
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
70+ 1.51% |
$5.27K - $5.91K
|
4.7K
$366K
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
68+ 0.38% |
$5.12K - $5.74K
|
17.9K
$1.39M
|
|
|
Oct 07, 2024
Q3 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
67+ 0.74% |
$5.05K - $5.65K
|
9.13K
$711K
|
|
|
Nov 06, 2024
Q3 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
65+ 0.47% |
$4.9K - $5.48K
|
14K
$1.09M
|
|
|
Oct 15, 2024
Q3 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
64+ 0.3% |
$4.82K - $5.4K
|
21.4K
$1.67M
|
|
|
Oct 30, 2024
Q3 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
61+ 8.59% |
$4.59K - $5.15K
|
771
$60.1K
|
|
|
Oct 16, 2024
Q3 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
56+ 373.33% |
$4.22K - $4.72K
|
71
$5.53K
|
|
|
Oct 17, 2024
Q3 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
56+ 0.7% |
$4.22K - $4.72K
|
8.01K
$624K
|
|
|
Oct 18, 2024
Q3 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
56+ 0.99% |
$4.22K - $4.72K
|
5.7K
$444K
|
|
|
Nov 12, 2024
Q3 2024
|
Gs Investments, Inc.
|
BUY
|
- |
55+ 0.19% |
$4.14K - $4.64K
|
29.5K
$2.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
54+ 0.01% |
$4.07K - $4.56K
|
459K
$35.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
51+ 0.87% |
$3.84K - $4.3K
|
5.9K
$459K
|
|
|
Nov 12, 2024
Q3 2024
|
Howland Capital Management LLC
|
BUY
|
- |
50+ 0.63% |
$3.77K - $4.22K
|
7.94K
$619K
|
|
|
Nov 14, 2024
Q3 2024
|
Wit, LLC
District Of Columbia, DC |
BUY
|
- |
48+ 6.75% |
$3.62K - $4.05K
|
759
$59.1K
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
47+ 1.3% |
$3.54K - $3.97K
|
3.67K
$286K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
46+ 1.78% |
$3.46K - $3.88K
|
2.64K
$205K
|
|
|
Oct 21, 2024
Q3 2024
|
Rodgers & Associates, LTD
|
BUY
|
- |
40+ 1.49% |
$3.01K - $3.37K
|
2.73K
$212K
|
|
|
Oct 30, 2024
Q3 2024
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
39+ 0.89% |
$2.94K - $3.29K
|
4.42K
$345K
|
|
|
Nov 04, 2024
Q3 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
39+ 0.24% |
$2.94K - $3.29K
|
16.2K
$1.26M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
36+ 0.06% |
$2.71K - $3.04K
|
63.6K
$4.95M
|
|
|
Nov 04, 2024
Q3 2024
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
35+ 61.4% |
$2.64K - $2.95K
|
92
$7.17K
|
|
|
Nov 14, 2024
Q3 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
35+ 0.12% |
$2.64K - $2.95K
|
29.4K
$2.29M
|
|
|
Nov 13, 2024
Q3 2024
|
Washington Growth Strategies LLC
Washington, DC |
BUY
|
- |
33New |
$2.49K - $2.78K
|
33
$2.57K
|
|
|
Oct 08, 2024
Q3 2024
|
Patten Group, Inc.
|
BUY
|
- |
32+ 0.27% |
$2.41K - $2.7K
|
12.1K
$941K
|
|
|
Oct 17, 2024
Q3 2024
|
Fusion Family Wealth LLC
|
BUY
|
- |
32+ 0.15% |
$2.41K - $2.7K
|
20.8K
$1.62M
|
|
|
Nov 01, 2024
Q3 2024
|
Austin Asset Management CO Inc
|
BUY
|
- |
30+ 0.43% |
$2.26K - $2.53K
|
6.95K
$542K
|
|
|
Oct 04, 2024
Q3 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
28+ 1.13% |
$2.11K - $2.36K
|
2.51K
$195K
|
|
|
Oct 09, 2024
Q3 2024
|
Tap Consulting, LLC
|
BUY
|
- |
28+ 0.04% |
$2.11K - $2.36K
|
68K
$5.3M
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
27New |
$2.03K - $2.28K
|
27
$2.1K
|
|
|
Oct 18, 2024
Q3 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
26+ 0.42% |
$1.96K - $2.19K
|
6.15K
$479K
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
24+ 0.03% |
$1.81K - $2.02K
|
71.6K
$5.58M
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
20+ 0.12% |
$1.51K - $1.69K
|
16.7K
$1.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
16+ 0.1% |
$1.21K - $1.35K
|
16.3K
$1.27M
|
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
15+ 0.15% |
$1.13K - $1.27K
|
9.71K
$756K
|
|
|
Nov 01, 2024
Q3 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
15+ 0.25% |
$1.13K - $1.27K
|
6.11K
$476K
|
|
|
Nov 12, 2024
Q3 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
13+ 0.04% |
$979 - $1.1K
|
30.2K
$2.35M
|
|
|
Oct 02, 2024
Q3 2024
|
Boltwood Capital Management
|
BUY
|
- |
12+ 0.04% |
$904 - $1.01K
|
32.3K
$2.52M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
12+ 27.91% |
$904 - $1.01K
|
55
$4.29K
|
|
|
Nov 06, 2024
Q3 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
12+ 0.46% |
$904 - $1.01K
|
2.6K
$203K
|
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
8+ 0.21% |
$603 - $675
|
3.8K
$296K
|
|
|
Nov 12, 2024
Q3 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
8+ 0.03% |
$603 - $675
|
26.5K
$2.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
7+ 0.04% |
$527 - $591
|
17.8K
$1.39M
|
|
|
Nov 15, 2024
Q3 2024
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
7+ 0.02% |
$527 - $591
|
29.6K
$2.3M
|
|
|
Oct 10, 2024
Q3 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
6+ 0.19% |
$452 - $506
|
3.21K
$250K
|
|
|
Oct 22, 2024
Q3 2024
|
Monte Financial Group, LLC
|
BUY
|
- |
6+ 0.09% |
$452 - $506
|
6.89K
$537K
|
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
4+ 0.08% |
$301 - $337
|
5.11K
$398K
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
3+ 0.1% |
$226 - $253
|
3.1K
$241K
|