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
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-123- 1.56% |
$9.26K - $10.4K
|
7.74K
$603K
|
|
|
Oct 08, 2024
Q3 2024
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-124- 0.37% |
$9.34K - $10.5K
|
33.7K
$2.63M
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-124- 0.21% |
$9.34K - $10.5K
|
57.7K
$4.49M
|
|
|
Nov 05, 2024
Q3 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-125- 0.35% |
$9.42K - $10.5K
|
36.1K
$2.81M
|
|
|
Nov 13, 2024
Q3 2024
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-125- 2.29% |
$9.42K - $10.5K
|
5.34K
$416K
|
|
|
Oct 15, 2024
Q3 2024
|
Schwab Charitable Fund
|
SELL
|
- |
-126- 1.41% |
$9.49K - $10.6K
|
8.79K
$685K
|
|
|
Oct 08, 2024
Q3 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-127- 0.91% |
$9.57K - $10.7K
|
13.8K
$1.07M
|
|
|
Oct 04, 2024
Q3 2024
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-128- 0.93% |
$9.64K - $10.8K
|
13.6K
$1.06M
|
|
|
Nov 04, 2024
Q3 2024
|
Brickley Wealth Management
|
SELL
|
- |
-130- 0.09% |
$9.79K - $11K
|
142K
$11.1M
|
|
|
Oct 08, 2024
Q3 2024
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-134- 0.53% |
$10.1K - $11.3K
|
25.1K
$1.96M
|
|
|
Oct 07, 2024
Q3 2024
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-135- 4.87% |
$10.2K - $11.4K
|
2.64K
$205K
|
|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-136- 5.29% |
$10.2K - $11.5K
|
2.43K
$190K
|
|
|
Oct 07, 2024
Q3 2024
|
Atwood & Palmer Inc
|
SELL
|
- |
-138- 62.16% |
$10.4K - $11.6K
|
84
$6.54K
|
|
|
Nov 05, 2024
Q3 2024
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-139- 2.65% |
$10.5K - $11.7K
|
5.11K
$398K
|
|
|
Oct 28, 2024
Q3 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-140- 1.12% |
$10.5K - $11.8K
|
12.4K
$963K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-142- 0.16% |
$10.7K - $12K
|
90.8K
$7.08M
|
|
|
Oct 18, 2024
Q3 2024
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-145- 4.27% |
$10.9K - $12.2K
|
3.25K
$253K
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-147- 0.57% |
$11.1K - $12.4K
|
25.9K
$2.01M
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-147- 22.37% |
$11.1K - $12.4K
|
510
$39.7K
|
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-150- 6.85% |
$11.3K - $12.7K
|
2.04K
$159K
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-150- 1.01% |
$11.3K - $12.7K
|
14.7K
$1.15M
|
|
|
Oct 21, 2024
Q3 2024
|
Ledyard National Bank
|
SELL
|
- |
-153- 0.89% |
$11.5K - $12.9K
|
17K
$1.33M
|
|
|
Oct 22, 2024
Q3 2024
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-155- 3.03% |
$11.7K - $13.1K
|
4.95K
$386K
|
|
|
Oct 21, 2024
Q3 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-156- 0.96% |
$11.7K - $13.2K
|
16.2K
$1.26M
|
|
|
Oct 30, 2024
Q3 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-157- 2.67% |
$11.8K - $13.2K
|
5.71K
$445K
|
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-158- 0.8% |
$11.9K - $13.3K
|
19.6K
$1.53M
|
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-160- 2.9% |
$12.1K - $13.5K
|
5.37K
$418K
|
|
|
Nov 08, 2024
Q3 2024
|
Cypress Capital Group
|
SELL
|
- |
-168- 1.66% |
$12.7K - $14.2K
|
9.96K
$776K
|
|
|
Oct 08, 2024
Q3 2024
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-170- 2.42% |
$12.8K - $14.3K
|
6.86K
$534K
|
|
|
Oct 22, 2024
Q3 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-171- 0.59% |
$12.9K - $14.4K
|
28.6K
$2.23M
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
SELL
|
- |
-172- 2.05% |
$13K - $14.5K
|
8.22K
$640K
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
SELL
|
- |
-184- 10.33% |
$13.9K - $15.5K
|
1.6K
$124K
|
|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-186- 2.12% |
$14K - $15.7K
|
8.57K
$668K
|
|
|
Nov 01, 2024
Q3 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-187- 6.66% |
$14.1K - $15.8K
|
2.62K
$204K
|
|
|
Nov 15, 2024
Q3 2024
|
Gould Capital, LLC
|
SELL
|
- |
-187- 17.46% |
$14.1K - $15.8K
|
884
$68.9K
|
|
|
Oct 30, 2024
Q3 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-188- 2.55% |
$14.2K - $15.9K
|
7.19K
$560K
|
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
SELL
|
- |
-189- 1.3% |
$14.2K - $15.9K
|
14.4K
$1.12M
|
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
SELL
|
- |
-191- 0.6% |
$14.4K - $16.1K
|
31.9K
$2.48M
|
|
|
Oct 31, 2024
Q3 2024
|
Defined Wealth Management, LLC
|
SELL
|
- |
-193- 0.51% |
$14.5K - $16.3K
|
37.5K
$2.92M
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-195- 1.09% |
$14.7K - $16.5K
|
17.6K
$1.37M
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-195- 27.08% |
$14.7K - $16.5K
|
525
$40.9K
|
|
|
Oct 09, 2024
Q3 2024
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-200- 5.99% |
$15.1K - $16.9K
|
3.14K
$244K
|
|
|
Oct 23, 2024
Q3 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-200- 2.5% |
$15.1K - $16.9K
|
7.81K
$608K
|
|
|
Oct 25, 2024
Q3 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-200- 3.22% |
$15.1K - $16.9K
|
6.01K
$468K
|
|
|
Nov 25, 2024
Q3 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-203- 0.36% |
$15.3K - $17.1K
|
55.8K
$4.35M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-205- 0.44% |
$15.4K - $17.3K
|
45.9K
$3.58M
|
|
|
Oct 30, 2024
Q3 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-210- 3.3% |
$15.8K - $17.7K
|
6.16K
$480K
|
|
|
Nov 12, 2024
Q3 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-210- 2.02% |
$15.8K - $17.7K
|
10.2K
$794K
|
|
|
Oct 07, 2024
Q3 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-212- 0.74% |
$16K - $17.9K
|
28.6K
$2.23M
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-216- 3.26% |
$16.3K - $18.2K
|
6.4K
$499K
|