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
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-3.27K- 14.77% |
$246K - $276K
|
18.9K
$1.54M
|
|
|
Oct 10, 2024
Q3 2024
|
In Track Investment Management Inc
|
SELL
|
- |
-3.33K- 9.89% |
$251K - $281K
|
30.3K
$2.48M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.4K- 10.86% |
$256K - $287K
|
27.9K
$2.28M
|
|
|
Oct 22, 2024
Q3 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-3.45K- 29.79% |
$260K - $291K
|
8.13K
$665K
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-3.49K- 3.4% |
$263K - $294K
|
99.1K
$8.11M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-3.55K- 16.38% |
$268K - $300K
|
18.1K
$1.48M
|
|
|
Nov 12, 2024
Q3 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-3.62K- 15.49% |
$272K - $305K
|
19.7K
$1.61M
|
|
|
Nov 04, 2024
Q3 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-3.66K- 3.63% |
$275K - $308K
|
97.1K
$7.94M
|
|
|
Nov 12, 2024
Q3 2024
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-3.76K- 43.04% |
$283K - $317K
|
4.97K
$407K
|
|
|
Nov 05, 2024
Q3 2024
|
Simmons Bank
|
SELL
|
- |
-3.79K- 2.85% |
$285K - $319K
|
129K
$10.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-3.79K- 10.7% |
$286K - $320K
|
31.7K
$2.59M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.81K- 2.4% |
$287K - $321K
|
155K
$12.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-3.86K- 47.1% |
$291K - $326K
|
4.34K
$355K
|
|
|
Oct 22, 2024
Q3 2024
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-3.88K- 39.47% |
$292K - $328K
|
5.96K
$487K
|
|
|
Nov 19, 2024
Q3 2024
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-3.9K- 4.11% |
$294K - $329K
|
91K
$7.45M
|
|
|
Nov 06, 2024
Q3 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-3.93K- 40.29% |
$296K - $331K
|
5.82K
$476K
|
|
|
Oct 18, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-4.02K- 20.96% |
$303K - $339K
|
15.2K
$1.24M
|
|
|
Oct 15, 2024
Q3 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-4.04K- 1.81% |
$304K - $341K
|
219K
$18M
|
|
|
Nov 13, 2024
Q3 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-4.1K- 30.21% |
$308K - $345K
|
9.46K
$774K
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-4.12K- 0.86% |
$310K - $347K
|
474K
$38.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-4.13K- 35.66% |
$311K - $348K
|
7.44K
$609K
|
|
|
Oct 23, 2024
Q3 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-4.16K- 7.98% |
$313K - $351K
|
48K
$3.92M
|
|
|
Oct 29, 2024
Q3 2024
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-4.18K- 1.6% |
$315K - $353K
|
258K
$21.1M
|
|
|
Oct 11, 2024
Q3 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-4.21K- 12.12% |
$317K - $355K
|
30.5K
$2.5M
|
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
SELL
|
- |
-4.22K- 1.79% |
$318K - $356K
|
231K
$18.9M
|
|
|
Nov 13, 2024
Q3 2024
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-4.29K- 1.44% |
$323K - $362K
|
293K
$24M
|
|
|
Nov 12, 2024
Q3 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-4.36K- 11.25% |
$328K - $368K
|
34.4K
$2.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-4.38K- 23.16% |
$330K - $369K
|
14.5K
$1.19M
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-4.44K- 0.72% |
$335K - $375K
|
615K
$50.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-4.48K- 2.57% |
$338K - $378K
|
170K
$13.9M
|
|
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-4.58K- 1.73% |
$345K - $387K
|
260K
$21.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Bahl & Gaynor Inc
|
SELL
|
- |
-4.68K- 16.91% |
$352K - $395K
|
23K
$1.88M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.94K- 2.53% |
$372K - $417K
|
191K
$15.6M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-5.03K- 12.92% |
$379K - $424K
|
33.9K
$2.77M
|
|
|
Nov 12, 2024
Q3 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-5.08K- 6.86% |
$383K - $429K
|
69K
$5.65M
|
|
|
Nov 13, 2024
Q3 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-5.09K- 2.15% |
$384K - $430K
|
231K
$18.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-5.27K- 3.12% |
$397K - $445K
|
163K
$13.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-5.35K- 3.81% |
$403K - $451K
|
135K
$11M
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.43K- 14.44% |
$409K - $458K
|
32.2K
$2.63M
|
|
|
Oct 30, 2024
Q3 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-5.43K- 4.3% |
$409K - $458K
|
121K
$9.89M
|
|
|
Nov 07, 2024
Q3 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-5.54K- 7.07% |
$417K - $467K
|
72.8K
$5.96M
|
|
|
Oct 28, 2024
Q3 2024
|
Forte Asset Management LLC
|
SELL
|
- |
-5.6K- 24.58% |
$422K - $472K
|
17.2K
$1.41M
|
|
|
Oct 30, 2024
Q3 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-5.6K- 10.96% |
$422K - $473K
|
45.5K
$3.73M
|
|
|
Nov 13, 2024
Q3 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-5.69K- 10.19% |
$428K - $480K
|
50.1K
$4.1M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-5.74K- 27.85% |
$432K - $484K
|
14.9K
$1.22M
|
|
|
Nov 13, 2024
Q3 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-5.77K- 8.85% |
$435K - $487K
|
59.4K
$4.86M
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-5.9K- 1.13% |
$444K - $498K
|
518K
$42.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-5.92K- 0.61% |
$446K - $500K
|
964K
$78.9M
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-5.96K- 1.67% |
$449K - $503K
|
351K
$28.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-6.08K- 50.77% |
$458K - $513K
|
5.89K
$482K
|