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 18, 2024
Q3 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-320- 2.06% |
$24.1K - $27K
|
15.2K
$1.2M
|
|
|
Oct 11, 2024
Q3 2024
|
Thomasville National Bank
|
SELL
|
- |
-326- 2.53% |
$24.6K - $27.5K
|
12.6K
$993K
|
|
|
Oct 18, 2024
Q3 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-330- 2.05% |
$24.9K - $27.8K
|
15.8K
$1.24M
|
|
|
Oct 23, 2024
Q3 2024
|
Bank Of Stockton
|
SELL
|
- |
-330- 4.71% |
$24.9K - $27.8K
|
6.68K
$527K
|
|
|
Oct 28, 2024
Q3 2024
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-330- 0.32% |
$24.9K - $27.8K
|
103K
$8.16M
|
|
|
Oct 29, 2024
Q3 2024
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-335- 1.12% |
$25.2K - $28.3K
|
29.7K
$2.34M
|
|
|
Nov 12, 2024
Q3 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-337- 4.22% |
$25.4K - $28.4K
|
7.66K
$605K
|
|
|
Nov 04, 2024
Q3 2024
|
Vera Bank, N.A.
|
SELL
|
- |
-339- 1.84% |
$25.5K - $28.6K
|
18.1K
$1.43M
|
|
|
Oct 08, 2024
Q3 2024
|
City Holding CO
|
SELL
|
- |
-340- 0.56% |
$25.6K - $28.7K
|
60K
$4.74M
|
|
|
Oct 16, 2024
Q3 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-344- 0.31% |
$25.9K - $29K
|
112K
$8.86M
|
|
|
Nov 08, 2024
Q3 2024
|
River Front Investment Group, LLC
Richmond, VA |
SELL
|
- |
-347- 8.86% |
$26.1K - $29.3K
|
3.57K
$282K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-347- 0.05% |
$26.1K - $29.3K
|
747K
$59M
|
|
|
Nov 06, 2024
Q3 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
SELL
|
- |
-354- 0.69% |
$26.7K - $29.9K
|
51.2K
$4.04M
|
|
|
Oct 15, 2024
Q3 2024
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-356- 1.12% |
$26.8K - $30K
|
31.5K
$2.49M
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-360- 17.05% |
$27.1K - $30.4K
|
1.75K
$138K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-366- 1.4% |
$27.6K - $30.9K
|
25.7K
$2.03M
|
|
|
Nov 08, 2024
Q3 2024
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-370- 12.07% |
$27.9K - $31.2K
|
2.7K
$213K
|
|
|
Oct 18, 2024
Q3 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-371- 3.98% |
$27.9K - $31.3K
|
8.94K
$706K
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-374- 2.66% |
$28.2K - $31.6K
|
13.7K
$1.08M
|
|
|
Nov 05, 2024
Q3 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-374- 6.87% |
$28.2K - $31.6K
|
5.07K
$400K
|
|
|
Oct 30, 2024
Q3 2024
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-375- 8.75% |
$28.2K - $31.6K
|
3.91K
$309K
|
|
|
Nov 01, 2024
Q3 2024
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-378- 0.35% |
$28.5K - $31.9K
|
109K
$8.59M
|
|
|
Oct 15, 2024
Q3 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-380- 6.79% |
$28.6K - $32.1K
|
5.22K
$412K
|
|
|
Oct 07, 2024
Q3 2024
|
Greenfield Savings Bank
|
SELL
|
- |
-385- 2.23% |
$29K - $32.5K
|
16.9K
$1.33M
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-390- 95.12% |
$29.4K - $32.9K
|
20
$1.58K
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-390- 2.13% |
$29.4K - $32.9K
|
18K
$1.42M
|
|
|
Nov 06, 2024
Q3 2024
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-391- 0.45% |
$29.5K - $33K
|
87.4K
$6.9M
|
|
|
Oct 08, 2024
Q3 2024
|
Hall Laurie J Trustee
|
SELL
|
- |
-400- 1.68% |
$30.1K - $33.7K
|
23.4K
$1.85M
|
|
|
Oct 16, 2024
Q3 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-400- 4.34% |
$30.1K - $33.7K
|
8.81K
$696K
|
|
|
Nov 08, 2024
Q3 2024
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-402- 9.06% |
$30.3K - $33.9K
|
4.04K
$319K
|
|
|
Oct 08, 2024
Q3 2024
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-404- 3.08% |
$30.4K - $34.1K
|
12.7K
$1M
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-408- 2.28% |
$30.7K - $34.4K
|
17.5K
$1.38M
|
|
|
Nov 05, 2024
Q3 2024
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-410- 0.28% |
$30.9K - $34.6K
|
147K
$11.6M
|
|
|
Oct 09, 2024
Q3 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-411- 1.63% |
$31K - $34.7K
|
24.8K
$1.96M
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-414- 4.06% |
$31.2K - $34.9K
|
9.79K
$773K
|
|
|
Nov 12, 2024
Q3 2024
|
Sabal Trust CO
|
SELL
|
- |
-415- 5.48% |
$31.3K - $35K
|
7.16K
$565K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-420- 1.18% |
$31.6K - $35.4K
|
35K
$2.77M
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
SELL
|
- |
-422- 2.53% |
$31.8K - $35.6K
|
16.2K
$1.28M
|
|
|
Nov 12, 2024
Q3 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-423- 4.86% |
$31.9K - $35.7K
|
8.29K
$655K
|
|
|
Nov 13, 2024
Q3 2024
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-424- 14.24% |
$31.9K - $35.8K
|
2.55K
$202K
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-427- 13.78% |
$32.2K - $36K
|
2.67K
$211K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-429- 4.09% |
$32.3K - $36.2K
|
10K
$793K
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-430- 3.97% |
$32.4K - $36.3K
|
10.4K
$822K
|
|
|
Nov 07, 2024
Q3 2024
|
Legacy Bridge, LLC
|
SELL
|
- |
-430- 2.62% |
$32.4K - $36.3K
|
16K
$1.26M
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-431- 0.25% |
$32.5K - $36.4K
|
174K
$13.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-432- 1.55% |
$32.5K - $36.4K
|
27.5K
$2.17M
|
|
|
Nov 04, 2024
Q3 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-435- 12.76% |
$32.8K - $36.7K
|
2.98K
$235K
|
|
|
Nov 04, 2024
Q3 2024
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-439- 1.45% |
$33.1K - $37K
|
29.7K
$2.35M
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-442- 4.91% |
$33.3K - $37.3K
|
8.55K
$675K
|
|
|
Nov 12, 2024
Q3 2024
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-445- 5.25% |
$33.5K - $37.5K
|
8.04K
$635K
|