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 08, 2024
Q3 2024
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-45- 0.61% |
$3.39K - $3.8K
|
7.31K
$582K
|
|
|
Nov 14, 2024
Q3 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-46- 0.32% |
$3.46K - $3.88K
|
14.5K
$1.16M
|
|
|
Oct 09, 2024
Q3 2024
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-49- 0.82% |
$3.69K - $4.13K
|
5.89K
$469K
|
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-49- 0.36% |
$3.69K - $4.13K
|
13.5K
$1.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-49- 0.79% |
$3.69K - $4.13K
|
6.14K
$489K
|
|
|
Oct 16, 2024
Q3 2024
|
Bfsg, LLC
|
SELL
|
- |
-50- 9.28% |
$3.77K - $4.22K
|
489
$38.9K
|
|
|
Oct 18, 2024
Q3 2024
|
First Bancorp, Inc
|
SELL
|
- |
-50- 0.27% |
$3.77K - $4.22K
|
18.4K
$1.47M
|
|
|
Oct 24, 2024
Q3 2024
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-50- 1.28% |
$3.77K - $4.22K
|
3.86K
$307K
|
|
|
Oct 28, 2024
Q3 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-50- 1.82% |
$3.77K - $4.22K
|
2.69K
$214K
|
|
|
Nov 01, 2024
Q3 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-50- 0.2% |
$3.77K - $4.22K
|
24.5K
$1.95M
|
|
|
Nov 12, 2024
Q3 2024
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-50- 0.66% |
$3.77K - $4.22K
|
7.48K
$596K
|
|
|
Nov 15, 2024
Q3 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-50- 1.38% |
$3.77K - $4.22K
|
3.59K
$286K
|
|
|
Oct 18, 2024
Q3 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-51- 2.63% |
$3.84K - $4.3K
|
1.89K
$150K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-53- 0.52% |
$3.99K - $4.47K
|
10.1K
$801K
|
|
|
Oct 15, 2024
Q3 2024
|
Leisure Capital Management
|
SELL
|
- |
-54- 0.83% |
$4.07K - $4.56K
|
6.49K
$517K
|
|
|
Oct 22, 2024
Q3 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-54- 0.59% |
$4.07K - $4.56K
|
9.07K
$722K
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-55- 1.16% |
$4.14K - $4.64K
|
4.7K
$374K
|
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-55- 0.52% |
$4.14K - $4.64K
|
10.6K
$843K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Ozk
|
SELL
|
- |
-55- 0.22% |
$4.14K - $4.64K
|
25.4K
$2.02M
|
|
|
Oct 16, 2024
Q3 2024
|
Leverty Financial Group, LLC
|
SELL
|
- |
-56- 0.12% |
$4.22K - $4.72K
|
46.7K
$3.72M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-57- 0.2% |
$4.29K - $4.81K
|
28.2K
$2.24M
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-57- 2.67% |
$4.29K - $4.81K
|
2.08K
$165K
|
|
|
Nov 04, 2024
Q3 2024
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-60- 0.82% |
$4.52K - $5.06K
|
7.29K
$580K
|
|
|
Nov 06, 2024
Q3 2024
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-60- 1.97% |
$4.52K - $5.06K
|
2.99K
$238K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-62- 6.89% |
$4.67K - $5.23K
|
838
$66.7K
|
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-63- 2.05% |
$4.75K - $5.32K
|
3.01K
$240K
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
SELL
|
- |
-64- 2.13% |
$4.82K - $5.4K
|
2.95K
$235K
|
|
|
Oct 09, 2024
Q3 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-65- 0.41% |
$4.9K - $5.48K
|
15.6K
$1.25M
|
|
|
Oct 23, 2024
Q3 2024
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-66- 1.11% |
$4.97K - $5.57K
|
5.9K
$470K
|
|
|
Nov 14, 2024
Q3 2024
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-66- 1.16% |
$4.97K - $5.57K
|
5.65K
$450K
|
|
|
Oct 18, 2024
Q3 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-67- 0.3% |
$5.05K - $5.65K
|
22.3K
$1.77M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-67- 3.03% |
$5.05K - $5.65K
|
2.15K
$171K
|
|
|
Nov 12, 2024
Q3 2024
|
Montag & Caldwell, LLC
Atlanta, GA |
SELL
|
- |
-72- 0.63% |
$5.42K - $6.07K
|
11.4K
$911K
|
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-76- 0.54% |
$5.72K - $6.41K
|
14K
$1.11M
|
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-77- 1.66% |
$5.8K - $6.5K
|
4.56K
$364K
|
|
|
Nov 01, 2024
Q3 2024
|
Ltg Capital LLC
|
SELL
|
- |
-77- 0.2% |
$5.8K - $6.5K
|
39.3K
$3.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-80- 0.11% |
$6.03K - $6.75K
|
75.8K
$6.04M
|
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-81- 0.21% |
$6.1K - $6.83K
|
37.8K
$3.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-84- 0.16% |
$6.33K - $7.09K
|
50.9K
$4.05M
|
|
|
Oct 22, 2024
Q3 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-85- 0.34% |
$6.4K - $7.17K
|
25.1K
$2M
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
SELL
|
- |
-86- 2.64% |
$6.48K - $7.26K
|
3.17K
$253K
|
|
|
Oct 18, 2024
Q3 2024
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-90- 1.57% |
$6.78K - $7.59K
|
5.64K
$449K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-91- 3.54% |
$6.85K - $7.68K
|
2.48K
$197K
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
SELL
|
- |
-97- 0.46% |
$7.31K - $8.18K
|
20.9K
$1.67M
|
|
|
Nov 08, 2024
Q3 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-100- 1.61% |
$7.53K - $8.44K
|
6.12K
$487K
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-100- 0.6% |
$7.53K - $8.44K
|
16.6K
$1.32M
|
|
|
Nov 07, 2024
Q3 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-102- 2.47% |
$7.68K - $8.61K
|
4.03K
$321K
|
|
|
Nov 14, 2024
Q3 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-102- 1.83% |
$7.68K - $8.61K
|
5.48K
$437K
|
|
|
Nov 12, 2024
Q3 2024
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-103- 3.93% |
$7.76K - $8.69K
|
2.52K
$200K
|
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-109- 2.49% |
$8.21K - $9.2K
|
4.26K
$339K
|