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
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
4.58K+ 458300.0% |
$345K - $387K
|
4.58K
$362K
|
|
|
Oct 24, 2024
Q3 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
4.55K+ 1.82% |
$343K - $384K
|
255K
$20.1M
|
|
|
Oct 17, 2024
Q3 2024
|
Meridian Financial Partners LLC
|
BUY
|
- |
4.46KNew |
$336K - $376K
|
4.46K
$352K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.44K+ 2.72% |
$334K - $374K
|
167K
$13.2M
|
|
|
Oct 23, 2024
Q3 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
4.37K+ 24.22% |
$329K - $369K
|
22.4K
$1.77M
|
|
|
Nov 04, 2024
Q3 2024
|
F Dx Advisors, Inc.
|
BUY
|
- |
4.33K+ 32.72% |
$326K - $366K
|
17.6K
$1.39M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.31K+ 3.23% |
$325K - $364K
|
138K
$10.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Univest Financial Corp
|
BUY
|
- |
4.3KNew |
$324K - $363K
|
4.3K
$340K
|
|
|
Oct 29, 2024
Q3 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
4.26KNew |
$321K - $359K
|
4.26K
$336K
|
|
|
Oct 03, 2024
Q3 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
4.25KNew |
$320K - $358K
|
4.25K
$336K
|
|
|
Oct 24, 2024
Q3 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
4.16K+ 22.36% |
$313K - $351K
|
22.7K
$1.8M
|
|
|
Oct 23, 2024
Q3 2024
|
Peoples Bank
|
BUY
|
- |
4.15K+ 19.86% |
$312K - $350K
|
25K
$1.98M
|
|
|
Nov 12, 2024
Q3 2024
|
Horan Securities, Inc.
|
BUY
|
- |
4.11K+ 90.12% |
$310K - $347K
|
8.68K
$685K
|
|
|
Nov 12, 2024
Q3 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
4.1K+ 5.24% |
$309K - $346K
|
82.5K
$6.51M
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
4.06KNew |
$306K - $343K
|
4.06K
$321K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
3.97K+ 1.75% |
$299K - $335K
|
230K
$18.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
3.96K+ 15.09% |
$298K - $334K
|
30.2K
$2.38M
|
|
|
Oct 07, 2024
Q3 2024
|
Brewster Financial Planning LLC
|
BUY
|
- |
3.88K+ 1.34% |
$292K - $328K
|
295K
$23.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
3.88KNew |
$292K - $327K
|
3.88K
$306K
|
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
3.86KNew |
$291K - $326K
|
3.86K
$305K
|
|
|
Nov 05, 2024
Q3 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
3.86K+ 1.22% |
$291K - $326K
|
320K
$25.2M
|
|
|
Oct 30, 2024
Q3 2024
|
Johnson Financial Group, LLC
Denver, CO |
BUY
|
- |
3.79KNew |
$286K - $320K
|
3.79K
$300K
|
|
|
Nov 12, 2024
Q3 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
3.78K+ 32.16% |
$284K - $318K
|
15.5K
$1.23M
|
|
|
Nov 12, 2024
Q3 2024
|
First American Trust, Fsb
|
BUY
|
- |
3.6K+ 51.2% |
$271K - $304K
|
10.6K
$839K
|
|
|
Oct 23, 2024
Q3 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
3.6K+ 3.62% |
$271K - $303K
|
103K
$8.13M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
3.6K+ 31.64% |
$271K - $303K
|
15K
$1.18M
|
|
|
Oct 31, 2024
Q3 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
3.5K+ 1.68% |
$264K - $296K
|
212K
$16.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Awm Capital, LLC
|
BUY
|
- |
3.5K+ 98.95% |
$264K - $295K
|
7.04K
$556K
|
|
|
Nov 06, 2024
Q3 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
3.48K+ 3.16% |
$262K - $294K
|
114K
$8.97M
|
|
|
Oct 28, 2024
Q3 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
3.46KNew |
$261K - $292K
|
3.46K
$274K
|
|
|
Oct 18, 2024
Q3 2024
|
Brio Consultants, LLC
|
BUY
|
- |
3.45K+ 6.03% |
$260K - $291K
|
60.7K
$4.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Truepoint, Inc.
|
BUY
|
- |
3.43K+ 31.78% |
$258K - $289K
|
14.2K
$1.12M
|
|
|
Oct 31, 2024
Q3 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
3.41KNew |
$257K - $288K
|
3.41K
$269K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
3.28K+ 1.91% |
$247K - $277K
|
175K
$13.8M
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
3.23K+ 15.47% |
$243K - $272K
|
24.1K
$1.9M
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
3.23K+ 1.81% |
$243K - $272K
|
181K
$14.3M
|
|
|
Oct 04, 2024
Q3 2024
|
Fluent Financial, LLC
|
BUY
|
- |
3.23K+ 3.25% |
$243K - $272K
|
102K
$8.08M
|
|
|
Oct 25, 2024
Q3 2024
|
Augustine Asset Management Inc
|
BUY
|
- |
3.22KNew |
$242K - $271K
|
3.22K
$254K
|
|
|
Oct 15, 2024
Q3 2024
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
3.18K+ 24.6% |
$240K - $268K
|
16.1K
$1.27M
|
|
|
Oct 21, 2024
Q3 2024
|
Sky Investment Group LLC
|
BUY
|
- |
3.13KNew |
$236K - $264K
|
3.13K
$247K
|
|
|
Nov 05, 2024
Q3 2024
|
Fogel Capital Management, Inc.
Stuart, FL |
BUY
|
- |
3.12K+ 98.42% |
$235K - $263K
|
6.28K
$496K
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
3.02K+ 9.44% |
$227K - $254K
|
35K
$2.76M
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
3.01K+ 4.95% |
$227K - $254K
|
63.7K
$5.03M
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
3.01K+ 2.18% |
$226K - $254K
|
141K
$11.1M
|
|
|
Oct 10, 2024
Q3 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
3K+ 33.8% |
$226K - $253K
|
11.9K
$938K
|
|
|
Nov 12, 2024
Q3 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
3K+ 24.15% |
$226K - $253K
|
15.4K
$1.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.98K+ 30.31% |
$225K - $252K
|
12.8K
$1.01M
|
|
|
Nov 04, 2024
Q3 2024
|
Delta Financial Advisors LLC
|
BUY
|
- |
2.93K+ 4.25% |
$221K - $247K
|
71.9K
$5.68M
|
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
2.91KNew |
$219K - $245K
|
2.91K
$230K
|
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
2.9K+ 7.45% |
$219K - $245K
|
41.9K
$3.31M
|