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 17, 2024
Q3 2024
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-451- 1.65% |
$34K - $38.1K
|
26.8K
$2.12M
|
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-453- 1.67% |
$34.1K - $38.2K
|
26.6K
$2.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-454- 8.42% |
$34.2K - $38.3K
|
4.94K
$390K
|
|
|
Oct 08, 2024
Q3 2024
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-461- 1.8% |
$34.7K - $38.9K
|
25.1K
$1.98M
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-464- 3.66% |
$34.9K - $39.1K
|
12.2K
$965K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-493- 1.36% |
$37.1K - $41.6K
|
35.7K
$2.82M
|
|
|
Nov 04, 2024
Q3 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-497- 4.73% |
$37.4K - $41.9K
|
10K
$790K
|
|
|
Oct 16, 2024
Q3 2024
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-500- 15.62% |
$37.7K - $42.2K
|
2.7K
$213K
|
|
|
Nov 12, 2024
Q3 2024
|
Biltmore Family Office, LLC
|
SELL
|
- |
-501- 1.82% |
$37.7K - $42.3K
|
27K
$2.13M
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-508- 0.64% |
$38.3K - $42.9K
|
78.3K
$6.18M
|
|
|
Oct 22, 2024
Q3 2024
|
Franklin, Parlapiano, Turner & Welch, LLC
|
SELL
|
- |
-510- 3.42% |
$38.4K - $43K
|
14.4K
$1.14M
|
|
|
Nov 08, 2024
Q3 2024
|
William Blair Investment Management, LLC
Chicago, IL |
SELL
|
- |
-512- 58.65% |
$38.6K - $43.2K
|
361
$28.5K
|
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-516- 24.08% |
$38.9K - $43.5K
|
1.63K
$128K
|
|
|
Nov 12, 2024
Q3 2024
|
Newport Capital Group, LLC
|
SELL
|
- |
-520- 2.2% |
$39.2K - $43.9K
|
23.2K
$1.83M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-525- 1.51% |
$39.5K - $44.3K
|
34.2K
$2.7M
|
|
|
Oct 25, 2024
Q3 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-530- 1.39% |
$39.9K - $44.7K
|
37.5K
$2.97M
|
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-541- 0.84% |
$40.7K - $45.6K
|
64K
$5.06M
|
|
|
Oct 23, 2024
Q3 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-542- 4.95% |
$40.8K - $45.7K
|
10.4K
$822K
|
|
|
Nov 13, 2024
Q3 2024
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-544- 5.36% |
$41K - $45.9K
|
9.61K
$759K
|
|
|
Oct 23, 2024
Q3 2024
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-550- 1.03% |
$41.4K - $46.4K
|
53.1K
$4.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-553- 0.55% |
$41.7K - $46.7K
|
99.4K
$7.85M
|
|
|
Oct 24, 2024
Q3 2024
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-556- 18.62% |
$41.9K - $46.9K
|
2.43K
$192K
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-557- 0.74% |
$42K - $47K
|
74.5K
$5.88M
|
|
|
Nov 01, 2024
Q3 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-557- 1.39% |
$42K - $47K
|
39.4K
$3.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-571- 0.79% |
$43K - $48.2K
|
72.1K
$5.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-576- 0.75% |
$43.4K - $48.6K
|
75.9K
$6M
|
|
|
Oct 15, 2024
Q3 2024
|
Members Trust CO
|
SELL
|
- |
-578- 4.18% |
$43.5K - $48.8K
|
13.3K
$1.05M
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-579- 9.5% |
$43.6K - $48.9K
|
5.51K
$435K
|
|
|
Oct 11, 2024
Q3 2024
|
Woodstock Corp
|
SELL
|
- |
-580- 1.94% |
$43.7K - $48.9K
|
29.3K
$2.31M
|
|
|
Oct 18, 2024
Q3 2024
|
Savior LLC
|
SELL
|
- |
-584- 4.37% |
$44K - $49.3K
|
12.8K
$1.01M
|
|
|
Oct 10, 2024
Q3 2024
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-585- 4.03% |
$44.1K - $49.4K
|
13.9K
$1.1M
|
|
|
Oct 30, 2024
Q3 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-588- 0.3% |
$44.3K - $49.6K
|
197K
$15.5M
|
|
|
Nov 06, 2024
Q3 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-590- 3.9% |
$44.4K - $49.8K
|
14.5K
$1.15M
|
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-591- 0.64% |
$44.5K - $49.9K
|
91.7K
$7.24M
|
|
|
Oct 30, 2024
Q3 2024
|
Umpqua Bank
Lake Oswego, OR |
SELL
|
- |
-607- 2.48% |
$45.7K - $51.2K
|
23.9K
$1.89M
|
|
|
Oct 16, 2024
Q3 2024
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-614- 6.59% |
$46.2K - $51.8K
|
8.7K
$687K
|
|
|
Nov 14, 2024
Q3 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-614- 28.77% |
$46.2K - $51.8K
|
1.52K
$120K
|
|
|
Oct 24, 2024
Q3 2024
|
First Merchants Corp
|
SELL
|
- |
-616- 3.73% |
$46.4K - $52K
|
15.9K
$1.26M
|
|
|
Nov 06, 2024
Q3 2024
|
Dearborn Partners LLC
|
SELL
|
- |
-620- 17.91% |
$46.7K - $52.3K
|
2.84K
$224K
|
|
|
Oct 11, 2024
Q3 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-623- 4.18% |
$46.9K - $52.6K
|
14.3K
$1.13M
|
|
|
Nov 08, 2024
Q3 2024
|
South State Corp
|
SELL
|
- |
-625- 3.52% |
$47.1K - $52.7K
|
17.1K
$1.35M
|
|
|
Oct 16, 2024
Q3 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-634- 2.28% |
$47.8K - $53.5K
|
27.1K
$2.14M
|
|
|
Oct 21, 2024
Q3 2024
|
Harbor Advisory Corp
|
SELL
|
- |
-640- 2.48% |
$48.2K - $54K
|
25.1K
$1.99M
|
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-647- 10.75% |
$48.7K - $54.6K
|
5.37K
$424K
|
|
|
Oct 22, 2024
Q3 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-649- 1.27% |
$48.9K - $54.8K
|
50.4K
$3.98M
|
|
|
Oct 16, 2024
Q3 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-653- 13.29% |
$49.2K - $55.1K
|
4.26K
$337K
|
|
|
Nov 13, 2024
Q3 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-657- 0.97% |
$49.5K - $55.4K
|
67.1K
$5.3M
|
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-661- 2.25% |
$49.8K - $55.8K
|
28.8K
$2.27M
|
|
|
Oct 29, 2024
Q3 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-662- 10.55% |
$49.9K - $55.9K
|
5.61K
$443K
|
|
|
Nov 13, 2024
Q3 2024
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-664- 7.04% |
$50K - $56K
|
8.77K
$692K
|