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
|
Ae Wealth Management LLC
|
BUY
|
- |
86.5K+ 1018.87% |
$6.51M - $7.29M
|
94.9K
$7.36M
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
83.1K+ 1045.92% |
$6.26M - $7.01M
|
91K
$7.06M
|
|
|
Nov 13, 2024
Q3 2024
|
Financial Counselors Inc
|
BUY
|
- |
79.9K+ 42.82% |
$6.02M - $6.74M
|
267K
$20.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
77.8K+ 646.16% |
$5.86M - $6.57M
|
89.9K
$6.97M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
76.5K+ 318.23% |
$5.76M - $6.45M
|
100K
$7.79M
|
|
|
Nov 14, 2024
Q3 2024
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
74.4K+ 16.47% |
$5.6M - $6.27M
|
526K
$40.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
73.5KNew |
$5.53M - $6.2M
|
73.5K
$5.69M
|
|
|
Nov 07, 2024
Q3 2024
|
Amara Financial, Llc.
San Francisco, CA |
BUY
|
- |
71.7KNew |
$5.4M - $6.05M
|
71.7K
$5.56M
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
BUY
|
- |
70.6KNew |
$5.32M - $5.96M
|
70.6K
$5.47M
|
|
|
Oct 30, 2024
Q3 2024
|
Yousif Capital Management, LLC
|
BUY
|
- |
68.1K+ 85.74% |
$5.13M - $5.75M
|
148K
$11.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
64.5K+ 95.89% |
$4.86M - $5.45M
|
132K
$10.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
63.2K+ 101.88% |
$4.76M - $5.33M
|
125K
$9.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Alamar Capital Management, LLC
|
BUY
|
- |
62.3KNew |
$4.7M - $5.26M
|
62.3K
$4.83M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
60.7K+ 21.57% |
$4.57M - $5.12M
|
342K
$26.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
58.9K+ 16.29% |
$4.43M - $4.97M
|
420K
$32.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Miller Investment Management, LP
West Conshohocken, PA |
BUY
|
- |
58.6K+ 7.08% |
$4.41M - $4.94M
|
886K
$68.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
57.4K+ 11.53% |
$4.33M - $4.84M
|
555K
$43M
|
|
|
Nov 12, 2024
Q3 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
57.3K+ 1.08% |
$4.32M - $4.83M
|
5.38M
$417M
|
|
|
Oct 07, 2024
Q3 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
56K+ 138.13% |
$4.22M - $4.73M
|
96.6K
$7.49M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
55.8KNew |
$4.2M - $4.71M
|
55.8K
$4.33M
|
|
|
Oct 08, 2024
Q3 2024
|
Syntrinsic LLC
Denver, CO |
BUY
|
- |
55.2K+ 448.55% |
$4.16M - $4.66M
|
67.6K
$5.24M
|
|
|
Oct 03, 2024
Q3 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
53.9K+ 30.55% |
$4.06M - $4.55M
|
230K
$17.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
53.5KNew |
$4.03M - $4.52M
|
53.5K
$4.15M
|
|
|
Oct 21, 2024
Q3 2024
|
Btc Capital Management, Inc.
|
BUY
|
- |
52.6K+ 13.27% |
$3.96M - $4.44M
|
449K
$34.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
51.9K+ 8.54% |
$3.91M - $4.38M
|
659K
$51.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
50.5K+ 3.41% |
$3.8M - $4.26M
|
1.53M
$119M
|
|
|
Nov 07, 2024
Q3 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
50.4K+ 40.37% |
$3.8M - $4.25M
|
175K
$13.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
49.6K+ 96.72% |
$3.74M - $4.19M
|
101K
$7.83M
|
|
|
Oct 31, 2024
Q3 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
48.8K+ 6.08% |
$3.68M - $4.12M
|
851K
$66M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
47.9K+ 2.59% |
$3.6M - $4.04M
|
1.89M
$147M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
47.5K+ 119.42% |
$3.58M - $4.01M
|
87.3K
$6.76M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
46.2K+ 14.48% |
$3.48M - $3.9M
|
366K
$28.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
45.8KNew |
$3.45M - $3.87M
|
45.8K
$3.55M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
45.3K+ 1.22% |
$3.41M - $3.82M
|
3.76M
$292M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
42.9K+ 4.4% |
$3.23M - $3.62M
|
1.02M
$78.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
40.9KNew |
$3.08M - $3.45M
|
40.9K
$3.17M
|
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
40.4K+ 45.18% |
$3.05M - $3.41M
|
130K
$10.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
38.9K+ 359.47% |
$2.93M - $3.28M
|
49.7K
$3.85M
|
|
|
Nov 05, 2024
Q3 2024
|
Paulson Wealth Management Inc.
|
BUY
|
- |
38.2K+ 8.69% |
$2.88M - $3.22M
|
478K
$37.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
37.9K+ 2673.93% |
$2.86M - $3.2M
|
39.4K
$3.05M
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
37.9KNew |
$2.85M - $3.2M
|
37.9K
$2.94M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
37.9KNew |
$2.85M - $3.2M
|
37.9K
$2.94M
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
36.5K+ 9.05% |
$2.75M - $3.08M
|
440K
$34.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
35.7K+ 101.47% |
$2.69M - $3.02M
|
71K
$5.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
34.7K+ 1.29% |
$2.61M - $2.92M
|
2.73M
$211M
|
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
32.6K+ 7.89% |
$2.46M - $2.75M
|
446K
$34.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
31.3K+ 75.29% |
$2.36M - $2.64M
|
72.9K
$5.65M
|
|
|
Oct 23, 2024
Q3 2024
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
BUY
|
- |
30.8KNew |
$2.32M - $2.6M
|
30.8K
$2.39M
|
|
|
Oct 18, 2024
Q3 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
30.7KNew |
$2.31M - $2.59M
|
30.7K
$2.38M
|
|
|
Nov 07, 2024
Q3 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
29.8K+ 33.75% |
$2.25M - $2.52M
|
118K
$9.17M
|