Purchases and Sales Made in Q2 2024 in Ishares Tr Msci Eafe ETF (EFA)
This table provides information about the institutional ownership of Ishares Tr Msci Eafe ETF (EFA) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
2+ 0.09% |
$152 - $164
|
2.34K
$186K
|
|
|
Jul 19, 2024
Q2 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
2+ 0.06% |
$152 - $164
|
3.21K
$255K
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2+ 0.02% |
$152 - $164
|
11.3K
$899K
|
|
|
Aug 06, 2024
Q2 2024
|
Glassman Wealth Services
|
BUY
|
- |
2+ 1.34% |
$152 - $164
|
151
$12K
|
|
|
Aug 07, 2024
Q2 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
2+ 0.72% |
$152 - $164
|
278
$22.1K
|
|
|
Aug 08, 2024
Q2 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
2+ 0.04% |
$152 - $164
|
5.39K
$430K
|
|
|
Aug 13, 2024
Q2 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
2+ 0.02% |
$152 - $164
|
11.7K
$935K
|
|
|
Aug 14, 2024
Q2 2024
|
Ckw Financial Group
|
BUY
|
- |
2+ 1.18% |
$152 - $164
|
171
$13.6K
|
|
|
Jul 22, 2024
Q2 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
1+ 0.01% |
$76.1 - $82.2
|
7.4K
$589K
|
|
|
Jul 31, 2024
Q2 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
1+ 0.02% |
$76.1 - $82.2
|
4.78K
$381K
|
|
|
Aug 01, 2024
Q2 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
1+ 0.03% |
$76.1 - $82.2
|
3.69K
$294K
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.06% |
$76.1 - $82.2
|
1.78K
$142K
|
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1+ 0.04% |
$76.1 - $82.2
|
2.31K
$184K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
1+ 0.02% |
$76.1 - $82.2
|
4.89K
$389K
|
|
|
Aug 14, 2024
Q2 2024
|
Bare Financial Services, Inc
Gap, PA |
BUY
|
- |
1New |
$76.1 - $82.2
|
1
$79.7
|
|
|
Jul 30, 2024
Q2 2024
|
Activest Wealth Management
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 23, 2024
Q2 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-1- 0.04% |
$76.1 - $82.2
|
2.78K
$221K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-1- 0.03% |
$76.1 - $82.2
|
3.19K
$254K
|
|
|
Jul 26, 2024
Q2 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-1- 0.03% |
$76.1 - $82.2
|
3.05K
$243K
|
|
|
Jul 10, 2024
Q2 2024
|
Apella Capital, LLC
|
SELL
|
- |
-2- 0.03% |
$152 - $164
|
6.69K
$533K
|
|
|
Jul 22, 2024
Q2 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-2- 0.08% |
$152 - $164
|
2.57K
$205K
|
|
|
Jul 29, 2024
Q2 2024
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-2- 1.39% |
$152 - $164
|
142
$11.3K
|
|
|
Jul 29, 2024
Q2 2024
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-5- 0.07% |
$380 - $411
|
7.35K
$585K
|
|
|
Jul 18, 2024
Q2 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-6- 0.12% |
$457 - $493
|
5.1K
$406K
|
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-6- 0.9% |
$457 - $493
|
657
$52.3K
|
|
|
Aug 08, 2024
Q2 2024
|
Element Wealth, LLC
|
SELL
|
- |
-7- 0.23% |
$533 - $575
|
3.01K
$240K
|
|
|
Jul 16, 2024
Q2 2024
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-10- 0.05% |
$761 - $822
|
21.3K
$1.7M
|
|
|
Aug 07, 2024
Q2 2024
|
Athena Investment Management
|
SELL
|
- |
-10- 0.05% |
$761 - $822
|
20.9K
$1.66M
|
|
|
Aug 15, 2024
Q2 2024
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-12- 0.29% |
$913 - $986
|
4.07K
$324K
|
|
|
Jul 02, 2024
Q2 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-13- 0.34% |
$989 - $1.07K
|
3.79K
$302K
|
|
|
Jul 17, 2024
Q2 2024
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-13- 0.13% |
$989 - $1.07K
|
10K
$798K
|
|
|
Aug 02, 2024
Q2 2024
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-13- 0.33% |
$989 - $1.07K
|
3.92K
$312K
|
|
|
Jul 09, 2024
Q2 2024
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-14- 0.1% |
$1.07K - $1.15K
|
14.5K
$1.16M
|
|
|
Jul 22, 2024
Q2 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-15- 0.27% |
$1.14K - $1.23K
|
5.54K
$441K
|
|
|
Aug 23, 2024
Q2 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-17- 0.79% |
$1.29K - $1.4K
|
2.13K
$170K
|
|
|
Jul 16, 2024
Q2 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
SELL
|
- |
-18- 0.25% |
$1.37K - $1.48K
|
7.16K
$570K
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-18- 0.32% |
$1.37K - $1.48K
|
5.61K
$447K
|
|
|
Aug 08, 2024
Q2 2024
|
Wealth Architects, LLC
|
SELL
|
- |
-18- 0.33% |
$1.37K - $1.48K
|
5.39K
$429K
|
|
|
Aug 13, 2024
Q2 2024
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-19- 0.2% |
$1.45K - $1.56K
|
9.47K
$754K
|
|
|
Jul 19, 2024
Q2 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-20- 3.21% |
$1.52K - $1.64K
|
604
$48.1K
|
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-20- 0.48% |
$1.52K - $1.64K
|
4.12K
$328K
|
|
|
Aug 14, 2024
Q2 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-20- 0.51% |
$1.52K - $1.64K
|
3.88K
$309K
|
|
|
Aug 07, 2024
Q2 2024
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-23- 0.85% |
$1.75K - $1.89K
|
2.69K
$214K
|
|
|
Jul 15, 2024
Q2 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-25- 0.56% |
$1.9K - $2.05K
|
4.43K
$353K
|
|
|
Aug 01, 2024
Q2 2024
|
Prairie View Partners, LLC
|
SELL
|
- |
-25- 1.27% |
$1.9K - $2.05K
|
1.94K
$154K
|
|
|
Aug 01, 2024
Q2 2024
|
Palisade Asset Management, LLC
|
SELL
|
- |
-25- 0.07% |
$1.9K - $2.05K
|
37.8K
$3.01M
|
|
|
Aug 05, 2024
Q2 2024
|
North Star Asset Management Inc
|
SELL
|
- |
-25- 0.47% |
$1.9K - $2.05K
|
5.27K
$419K
|
|
|
Jul 25, 2024
Q2 2024
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-26- 1.16% |
$1.98K - $2.14K
|
2.23K
$177K
|
|
|
Jul 29, 2024
Q2 2024
|
Washington Trust Bank
|
SELL
|
- |
-29- 0.14% |
$2.21K - $2.38K
|
20.1K
$1.6M
|
|
|
Jul 24, 2024
Q2 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-31- 0.23% |
$2.36K - $2.55K
|
13.5K
$1.08M
|