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 23, 2024
Q3 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
2.22K+ 17.66% |
$167K - $187K
|
14.8K
$1.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Crewe Advisors LLC
|
BUY
|
- |
2.2K+ 3.12% |
$165K - $185K
|
72.5K
$5.62M
|
|
|
Oct 17, 2024
Q3 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.18K+ 22.91% |
$164K - $184K
|
11.7K
$907K
|
|
|
Nov 13, 2024
Q3 2024
|
Wms Partners, LLC
|
BUY
|
- |
2.17K+ 59.62% |
$163K - $183K
|
5.81K
$450K
|
|
|
Nov 07, 2024
Q3 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
2.14K+ 73.35% |
$161K - $180K
|
5.05K
$391K
|
|
|
Nov 06, 2024
Q3 2024
|
Bank Of Marin
Novato, CA |
BUY
|
- |
2.11K+ 9.67% |
$159K - $178K
|
23.9K
$1.85M
|
|
|
Nov 12, 2024
Q3 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
2.11K+ 7.69% |
$159K - $178K
|
29.5K
$2.29M
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2.05K+ 22.39% |
$154K - $173K
|
11.2K
$868K
|
|
|
Oct 09, 2024
Q3 2024
|
West Coast Financial LLC
|
BUY
|
- |
2.03K+ 1.8% |
$153K - $171K
|
115K
$8.9M
|
|
|
Oct 25, 2024
Q3 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
1.99K+ 4.98% |
$150K - $168K
|
41.9K
$3.25M
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
1.98K+ 1.79% |
$149K - $167K
|
113K
$8.72M
|
|
|
Nov 13, 2024
Q3 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
1.96K+ 8895.45% |
$147K - $165K
|
1.98K
$153K
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.94K+ 2.68% |
$146K - $163K
|
74K
$5.74M
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.91K+ 26.91% |
$143K - $161K
|
8.98K
$696K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.8K+ 53.61% |
$136K - $152K
|
5.16K
$400K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.8K+ 4.61% |
$136K - $152K
|
40.9K
$3.17M
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
BUY
|
- |
1.8K+ 31.58% |
$135K - $152K
|
7.48K
$580K
|
|
|
Oct 29, 2024
Q3 2024
|
Conning Inc.
|
BUY
|
- |
1.76K+ 0.7% |
$133K - $149K
|
254K
$19.7M
|
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
1.76K+ 27.86% |
$132K - $148K
|
8.07K
$625K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.74K+ 6.46% |
$131K - $147K
|
28.7K
$2.23M
|
|
|
Nov 13, 2024
Q3 2024
|
Portland Global Advisors LLC
|
BUY
|
- |
1.74K+ 0.71% |
$131K - $147K
|
248K
$19.2M
|
|
|
Nov 07, 2024
Q3 2024
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
1.74K+ 487.36% |
$131K - $146K
|
2.09K
$162K
|
|
|
Oct 17, 2024
Q3 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.73K+ 12.6% |
$130K - $146K
|
15.5K
$1.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Vista Capital Partners, Inc.
|
BUY
|
- |
1.72K+ 32.16% |
$129K - $145K
|
7.05K
$547K
|
|
|
Nov 04, 2024
Q3 2024
|
Welch & Forbes LLC
|
BUY
|
- |
1.7K+ 5.76% |
$128K - $143K
|
31.1K
$2.41M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
1.67K+ 1.47% |
$125K - $140K
|
115K
$8.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.6K+ 3.74% |
$121K - $135K
|
44.5K
$3.45M
|
|
|
Oct 07, 2024
Q3 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
1.6K+ 0.84% |
$120K - $135K
|
192K
$14.9M
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
BUY
|
- |
1.6K+ 2.1% |
$120K - $135K
|
77.8K
$6.03M
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1.59K+ 6.89% |
$120K - $134K
|
24.7K
$1.91M
|
|
|
Nov 05, 2024
Q3 2024
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
1.54K+ 11.64% |
$116K - $130K
|
14.7K
$1.14M
|
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
1.51K+ 2.49% |
$113K - $127K
|
61.9K
$4.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.5K+ 4.41% |
$113K - $127K
|
35.6K
$2.76M
|
|
|
Nov 12, 2024
Q3 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.5K+ 8.8% |
$113K - $127K
|
18.6K
$1.44M
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
1.49K+ 22.27% |
$112K - $126K
|
8.18K
$634K
|
|
|
Oct 07, 2024
Q3 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
1.48K+ 2.95% |
$111K - $125K
|
51.5K
$3.99M
|
|
|
Oct 07, 2024
Q3 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
1.48K+ 10.74% |
$111K - $125K
|
15.2K
$1.18M
|
|
|
Nov 06, 2024
Q3 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.45K+ 3.08% |
$109K - $122K
|
48.6K
$3.76M
|
|
|
Oct 07, 2024
Q3 2024
|
Marion Wealth Management
|
BUY
|
- |
1.45K+ 31.67% |
$109K - $122K
|
6.02K
$466K
|
|
|
Nov 07, 2024
Q3 2024
|
Capital Advantage, Inc.
|
BUY
|
- |
1.42K+ 2.48% |
$107K - $120K
|
58.9K
$4.56M
|
|
|
Nov 14, 2024
Q3 2024
|
Apeiron Ria LLC
|
BUY
|
- |
1.36K+ 15.69% |
$102K - $114K
|
10K
$775K
|
|
|
Oct 15, 2024
Q3 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
1.32K+ 15.06% |
$99.3K - $111K
|
10.1K
$781K
|
|
|
Oct 25, 2024
Q3 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
1.31K+ 1314.0% |
$99K - $111K
|
1.41K
$110K
|
|
|
Nov 14, 2024
Q3 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
1.3K+ 26.0% |
$97.9K - $110K
|
6.3K
$488K
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
1.3K+ 1.97% |
$97.5K - $109K
|
66.9K
$5.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
1.29K+ 13.41% |
$97.4K - $109K
|
10.9K
$847K
|
|
|
Oct 24, 2024
Q3 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
1.28K+ 7.43% |
$96.7K - $108K
|
18.6K
$1.44M
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.27K+ 7.54% |
$95.5K - $107K
|
18.1K
$1.4M
|
|
|
Nov 07, 2024
Q3 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
1.25K+ 50.24% |
$93.9K - $105K
|
3.73K
$289K
|
|
|
Nov 14, 2024
Q3 2024
|
Hillman Capital Management, Inc.
Bethesda, MD |
BUY
|
- |
1.21K+ 5.1% |
$91.2K - $102K
|
25K
$1.94M
|