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 31, 2024
Q3 2024
|
Defined Wealth Management, LLC
|
SELL
|
- |
-193- 0.51% |
$14.5K - $16.3K
|
37.5K
$3.07M
|
|
|
Oct 11, 2024
Q3 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-195- 1.09% |
$14.7K - $16.5K
|
17.6K
$1.44M
|
|
|
Oct 25, 2024
Q3 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-195- 27.08% |
$14.7K - $16.5K
|
525
$43K
|
|
|
Oct 09, 2024
Q3 2024
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-200- 5.99% |
$15.1K - $16.9K
|
3.14K
$257K
|
|
|
Oct 23, 2024
Q3 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-200- 2.5% |
$15.1K - $16.9K
|
7.81K
$639K
|
|
|
Oct 25, 2024
Q3 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-200- 3.22% |
$15.1K - $16.9K
|
6.01K
$492K
|
|
|
Nov 25, 2024
Q3 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-203- 0.36% |
$15.3K - $17.1K
|
55.8K
$4.57M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-205- 0.44% |
$15.4K - $17.3K
|
45.9K
$3.76M
|
|
|
Oct 30, 2024
Q3 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-210- 3.3% |
$15.8K - $17.7K
|
6.16K
$504K
|
|
|
Nov 12, 2024
Q3 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-210- 2.02% |
$15.8K - $17.7K
|
10.2K
$834K
|
|
|
Oct 07, 2024
Q3 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-212- 0.74% |
$16K - $17.9K
|
28.6K
$2.34M
|
|
|
Oct 07, 2024
Q3 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-216- 3.26% |
$16.3K - $18.2K
|
6.4K
$524K
|
|
|
Oct 24, 2024
Q3 2024
|
West Bancorporation Inc
|
SELL
|
- |
-216- 2.56% |
$16.3K - $18.2K
|
8.22K
$672K
|
|
|
Oct 22, 2024
Q3 2024
|
Corundum Trust Company, Inc
Sioux Falls, SD |
SELL
|
- |
-220- 1.58% |
$16.6K - $18.6K
|
13.7K
$1.12M
|
|
|
Nov 12, 2024
Q3 2024
|
Camden National Bank
Camden, ME |
SELL
|
- |
-220- 2.04% |
$16.6K - $18.6K
|
10.6K
$864K
|
|
|
Oct 10, 2024
Q3 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-225- 1.06% |
$16.9K - $19K
|
21.1K
$1.73M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-227- 4.65% |
$17.1K - $19.2K
|
4.66K
$381K
|
|
|
Oct 25, 2024
Q3 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-228- 1.46% |
$17.2K - $19.2K
|
15.4K
$1.26M
|
|
|
Oct 04, 2024
Q3 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-230- 3.55% |
$17.3K - $19.4K
|
6.24K
$511K
|
|
|
Oct 04, 2024
Q3 2024
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-231- 0.92% |
$17.4K - $19.5K
|
24.8K
$2.03M
|
|
|
Nov 13, 2024
Q3 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-231- 7.56% |
$17.4K - $19.5K
|
2.82K
$231K
|
|
|
Oct 22, 2024
Q3 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-241- 0.34% |
$18.2K - $20.3K
|
70.4K
$5.76M
|
|
|
Oct 18, 2024
Q3 2024
|
Berkshire Bank
|
SELL
|
- |
-243- 2.39% |
$18.3K - $20.5K
|
9.91K
$810K
|
|
|
Oct 23, 2024
Q3 2024
|
Santori & Peters, Inc.
|
SELL
|
- |
-243- 0.46% |
$18.3K - $20.5K
|
53K
$4.33M
|
|
|
Oct 09, 2024
Q3 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-245- 1.69% |
$18.5K - $20.7K
|
14.3K
$1.17M
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-245- 12.86% |
$18.5K - $20.7K
|
1.66K
$136K
|
|
|
Dec 03, 2024
Q3 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-245- 0.91% |
$18.5K - $20.7K
|
26.8K
$2.19M
|
|
|
Oct 29, 2024
Q3 2024
|
Eukles Asset Management
|
SELL
|
- |
-250- 1.11% |
$18.8K - $21.1K
|
22.3K
$1.83M
|
|
|
Oct 25, 2024
Q3 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-250- 1.18% |
$18.8K - $21.1K
|
21K
$1.72M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
SELL
|
- |
-250- 1.27% |
$18.8K - $21.1K
|
19.5K
$1.59M
|
|
|
Oct 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-251- 0.11% |
$18.9K - $21.2K
|
227K
$18.6M
|
|
|
Oct 21, 2024
Q3 2024
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-252- 0.26% |
$19K - $21.3K
|
95.4K
$7.81M
|
|
|
Nov 12, 2024
Q3 2024
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-252- 2.95% |
$19K - $21.3K
|
8.29K
$678K
|
|
|
Jan 08, 2025
Q3 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-258- 1.0% |
$19.4K - $21.8K
|
25.5K
$2.09M
|
|
|
Oct 09, 2024
Q3 2024
|
Hoese & CO LLP
|
SELL
|
- |
-260- 36.62% |
$19.6K - $21.9K
|
450
$36.8K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-261- 1.45% |
$19.7K - $22K
|
17.7K
$1.45M
|
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-263- 0.36% |
$19.8K - $22.2K
|
73.6K
$6.02M
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-264- 3.54% |
$19.9K - $22.3K
|
7.2K
$589K
|
|
|
Nov 12, 2024
Q3 2024
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-264- 0.19% |
$19.9K - $22.3K
|
142K
$11.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-265- 8.08% |
$20K - $22.4K
|
3.01K
$247K
|
|
|
Oct 07, 2024
Q3 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-272- 4.23% |
$20.5K - $22.9K
|
6.16K
$504K
|
|
|
Oct 17, 2024
Q3 2024
|
Aspiriant, LLC
|
SELL
|
- |
-272- 0.57% |
$20.5K - $22.9K
|
47.5K
$3.89M
|
|
|
Oct 08, 2024
Q3 2024
|
Partnership Wealth Management, LLC
Towson, MD |
SELL
|
- |
-275- 21.88% |
$20.7K - $23.2K
|
982
$80.3K
|
|
|
Oct 31, 2024
Q3 2024
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-276- 0.67% |
$20.8K - $23.3K
|
41.1K
$3.36M
|
|
|
Oct 23, 2024
Q3 2024
|
Busey Wealth Management
|
SELL
|
- |
-278- 1.01% |
$20.9K - $23.5K
|
27.3K
$2.23M
|
|
|
Oct 21, 2024
Q3 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-280- 3.36% |
$21.1K - $23.6K
|
8.04K
$658K
|
|
|
Nov 12, 2024
Q3 2024
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-282- 1.0% |
$21.2K - $23.8K
|
28.1K
$2.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Firestone Capital Management
|
SELL
|
- |
-288- 1.79% |
$21.7K - $24.3K
|
15.8K
$1.29M
|
|
|
Oct 11, 2024
Q3 2024
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-289- 2.89% |
$21.8K - $24.4K
|
9.73K
$796K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-294- 0.6% |
$22.1K - $24.8K
|
48.9K
$4M
|