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 04, 2024
Q3 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
2.9K+ 4.08% |
$218K - $245K
|
73.9K
$5.73M
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
2.89K+ 51.77% |
$218K - $244K
|
8.47K
$657K
|
|
|
Oct 15, 2024
Q3 2024
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
2.89K+ 2.85% |
$218K - $244K
|
104K
$8.07M
|
|
|
Oct 23, 2024
Q3 2024
|
Windsor Capital Management, LLC
|
BUY
|
- |
2.84K+ 14.46% |
$214K - $240K
|
22.5K
$1.74M
|
|
|
Oct 07, 2024
Q3 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
2.84K+ 1.24% |
$214K - $239K
|
231K
$17.9M
|
|
|
Nov 12, 2024
Q3 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
2.84K+ 78.68% |
$214K - $239K
|
6.44K
$499K
|
|
|
Nov 13, 2024
Q3 2024
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
2.82K+ 2.64% |
$213K - $238K
|
110K
$8.52M
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
2.78K+ 19.04% |
$210K - $235K
|
17.4K
$1.35M
|
|
|
Nov 25, 2024
Q3 2024
|
Destination Wealth Management
|
BUY
|
- |
2.78K+ 0.65% |
$209K - $234K
|
431K
$33.4M
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
BUY
|
- |
2.74K+ 3.83% |
$207K - $232K
|
74.3K
$5.76M
|
|
|
Nov 12, 2024
Q3 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
2.74KNew |
$206K - $231K
|
2.74K
$212K
|
|
|
Nov 14, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
2.73KNew |
$206K - $230K
|
2.73K
$212K
|
|
|
Nov 04, 2024
Q3 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
2.72KNew |
$205K - $230K
|
2.72K
$211K
|
|
|
Oct 28, 2024
Q3 2024
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
2.7KNew |
$203K - $228K
|
2.7K
$209K
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
BUY
|
- |
2.69K+ 5.71% |
$203K - $227K
|
49.9K
$3.86M
|
|
|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
BUY
|
- |
2.65K+ 3.98% |
$200K - $224K
|
69.3K
$5.37M
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
2.63K+ 127.48% |
$198K - $222K
|
4.69K
$364K
|
|
|
Oct 09, 2024
Q3 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
2.62KNew |
$197K - $221K
|
2.62K
$203K
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
2.61K+ 3.68% |
$197K - $220K
|
73.6K
$5.7M
|
|
|
Nov 13, 2024
Q3 2024
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
2.59K+ 2.23% |
$195K - $218K
|
118K
$9.18M
|
|
|
Oct 04, 2024
Q3 2024
|
Jvl Associates LLC
|
BUY
|
- |
2.58KNew |
$194K - $218K
|
2.58K
$200K
|
|
|
Nov 12, 2024
Q3 2024
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
2.56KNew |
$192K - $216K
|
2.56K
$198K
|
|
|
Oct 24, 2024
Q3 2024
|
North Point Portfolio Managers Corp
|
BUY
|
- |
2.55KNew |
$192K - $215K
|
2.55K
$197K
|
|
|
Nov 08, 2024
Q3 2024
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
2.53KNew |
$191K - $214K
|
2.53K
$196K
|
|
|
Oct 28, 2024
Q3 2024
|
Iron Financial, LLC
|
BUY
|
- |
2.53KNew |
$191K - $214K
|
2.53K
$196K
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.52K+ 33.56% |
$190K - $213K
|
10K
$778K
|
|
|
Nov 13, 2024
Q3 2024
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
BUY
|
- |
2.52K+ 6.52% |
$189K - $212K
|
41.1K
$3.18M
|
|
|
Oct 22, 2024
Q3 2024
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
2.51K+ 5.68% |
$189K - $211K
|
46.6K
$3.61M
|
|
|
Nov 13, 2024
Q3 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
2.5KNew |
$189K - $211K
|
2.5K
$194K
|
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
2.49KNew |
$187K - $210K
|
2.49K
$193K
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
2.47KNew |
$186K - $209K
|
2.47K
$192K
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
2.44KNew |
$184K - $206K
|
2.44K
$189K
|
|
|
Oct 25, 2024
Q3 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
2.43KNew |
$183K - $205K
|
2.43K
$189K
|
|
|
Oct 22, 2024
Q3 2024
|
Lafayette Investments, Inc.
|
BUY
|
- |
2.43KNew |
$183K - $205K
|
2.43K
$188K
|
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
BUY
|
- |
2.43KNew |
$183K - $205K
|
2.43K
$188K
|
|
|
Nov 08, 2024
Q3 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
2.43K+ 0.42% |
$183K - $205K
|
575K
$44.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
2.42K+ 7.09% |
$182K - $204K
|
36.5K
$2.83M
|
|
|
Nov 05, 2024
Q3 2024
|
Parthenon LLC
|
BUY
|
- |
2.41KNew |
$182K - $204K
|
2.41K
$187K
|
|
|
Oct 18, 2024
Q3 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
2.41KNew |
$182K - $203K
|
2.41K
$187K
|
|
|
Oct 16, 2024
Q3 2024
|
Summit Investment Advisory Services, LLC
Roseville, MN |
BUY
|
- |
2.41KNew |
$181K - $203K
|
2.41K
$187K
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.41K+ 22.44% |
$181K - $203K
|
13.1K
$1.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
2.4K+ 5.58% |
$180K - $202K
|
45.3K
$3.51M
|
|
|
Nov 06, 2024
Q3 2024
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
2.39KNew |
$180K - $202K
|
2.39K
$186K
|
|
|
Nov 01, 2024
Q3 2024
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
2.39KNew |
$180K - $202K
|
2.39K
$185K
|
|
|
Nov 12, 2024
Q3 2024
|
Cmg Global Holdings, LLC
|
BUY
|
- |
2.39KNew |
$180K - $202K
|
2.39K
$185K
|
|
|
Oct 18, 2024
Q3 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
2.36K+ 503.84% |
$178K - $199K
|
2.83K
$220K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.34K+ 8.04% |
$176K - $197K
|
31.4K
$2.44M
|
|
|
Oct 16, 2024
Q3 2024
|
Peoples Financial Services Corp.
|
BUY
|
- |
2.34K+ 32.6% |
$176K - $197K
|
9.51K
$737K
|
|
|
Oct 08, 2024
Q3 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
2.33K+ 10.52% |
$175K - $196K
|
24.4K
$1.89M
|
|
|
Oct 22, 2024
Q3 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
2.26K+ 1.19% |
$170K - $190K
|
192K
$14.9M
|