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 10, 2024
Q2 2024
|
Greenfield Savings Bank
|
SELL
|
- |
-175- 1.0% |
$13.3K - $14.4K
|
17.3K
$1.38M
|
|
|
Jul 30, 2024
Q2 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-175- 1.48% |
$13.3K - $14.4K
|
11.6K
$926K
|
|
|
Jul 15, 2024
Q2 2024
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-179- 1.6% |
$13.6K - $14.7K
|
11K
$874K
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-180- 0.36% |
$13.7K - $14.8K
|
49.2K
$3.92M
|
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-181- 2.92% |
$13.8K - $14.9K
|
6.02K
$479K
|
|
|
Jul 31, 2024
Q2 2024
|
Bray Capital Advisors
|
SELL
|
- |
-184- 0.27% |
$14K - $15.1K
|
68.3K
$5.44M
|
|
|
Aug 14, 2024
Q2 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-185- 0.39% |
$14.1K - $15.2K
|
47.4K
$3.78M
|
|
|
Aug 01, 2024
Q2 2024
|
Lcm Capital Management Inc
|
SELL
|
- |
-186- 0.24% |
$14.2K - $15.3K
|
78.3K
$6.23M
|
|
|
Aug 05, 2024
Q2 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-188- 0.11% |
$14.3K - $15.4K
|
174K
$13.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
SELL
|
- |
-188- 13.15% |
$14.3K - $15.4K
|
1.24K
$98.9K
|
|
|
Dec 12, 2024
Q2 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-188- 0.11% |
$14.3K - $15.4K
|
174K
$13.8M
|
|
|
Dec 19, 2024
Q2 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-188- 0.72% |
$14.3K - $15.4K
|
25.8K
$2.05M
|
|
|
Jul 31, 2024
Q2 2024
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-189- 0.25% |
$14.4K - $15.5K
|
76.2K
$6.07M
|
|
|
Jul 30, 2024
Q2 2024
|
Reston Wealth Management LLC
|
SELL
|
- |
-192- 2.24% |
$14.6K - $15.8K
|
8.39K
$668K
|
|
|
Jul 31, 2024
Q2 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-196- 1.88% |
$14.9K - $16.1K
|
10.2K
$813K
|
|
|
Aug 16, 2024
Q2 2024
|
Newport Capital Group, LLC
|
SELL
|
- |
-198- 0.83% |
$15.1K - $16.3K
|
23.7K
$1.89M
|
|
|
Jul 10, 2024
Q2 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-199- 0.73% |
$15.1K - $16.3K
|
26.9K
$2.15M
|
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-199- 0.35% |
$15.1K - $16.3K
|
56.2K
$4.47M
|
|
|
Jul 25, 2024
Q2 2024
|
Cypress Capital Group
|
SELL
|
- |
-201- 1.95% |
$15.3K - $16.5K
|
10.1K
$807K
|
|
|
Aug 12, 2024
Q2 2024
|
Austin Asset Management CO Inc
|
SELL
|
- |
-205- 2.88% |
$15.6K - $16.8K
|
6.92K
$551K
|
|
|
Jul 09, 2024
Q2 2024
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-206- 2.85% |
$15.7K - $16.9K
|
7.03K
$560K
|
|
|
Aug 13, 2024
Q2 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-208- 0.48% |
$15.8K - $17.1K
|
42.9K
$3.42M
|
|
|
Jul 16, 2024
Q2 2024
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-211- 0.39% |
$16.1K - $17.3K
|
53.6K
$4.27M
|
|
|
Aug 12, 2024
Q2 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-211- 1.84% |
$16.1K - $17.3K
|
11.3K
$898K
|
|
|
Jul 17, 2024
Q2 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-212- 0.27% |
$16.1K - $17.4K
|
77.4K
$6.17M
|
|
|
Jul 19, 2024
Q2 2024
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-213- 1.82% |
$16.2K - $17.5K
|
11.5K
$916K
|
|
|
Aug 05, 2024
Q2 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-214- 0.79% |
$16.3K - $17.6K
|
27K
$2.15M
|
|
|
Aug 14, 2024
Q2 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-214- 0.33% |
$16.3K - $17.6K
|
65.3K
$5.2M
|
|
|
Jul 09, 2024
Q2 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-215- 7.38% |
$16.4K - $17.7K
|
2.7K
$215K
|
|
|
Aug 01, 2024
Q2 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-216- 0.99% |
$16.4K - $17.7K
|
21.7K
$1.72M
|
|
|
Aug 07, 2024
Q2 2024
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-220- 6.23% |
$16.7K - $18.1K
|
3.31K
$264K
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-222- 21.02% |
$16.9K - $18.2K
|
834
$66.4K
|
|
|
Aug 09, 2024
Q2 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-222- 0.1% |
$16.9K - $18.2K
|
227K
$18.1M
|
|
|
Jul 26, 2024
Q2 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-230- 0.42% |
$17.5K - $18.9K
|
55.2K
$4.4M
|
|
|
Aug 08, 2024
Q2 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-238- 0.47% |
$18.1K - $19.6K
|
50.7K
$4.04M
|
|
|
Jul 31, 2024
Q2 2024
|
Bellwether Advisors, LLC
|
SELL
|
- |
-240- 5.27% |
$18.3K - $19.7K
|
4.32K
$344K
|
|
|
Jul 30, 2024
Q2 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-243- 3.83% |
$18.5K - $20K
|
6.11K
$486K
|
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-250- 7.08% |
$19K - $20.5K
|
3.28K
$261K
|
|
|
Jul 08, 2024
Q2 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-255- 17.96% |
$19.4K - $21K
|
1.17K
$92.8K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-255- 3.88% |
$19.4K - $21K
|
6.31K
$503K
|
|
|
Aug 08, 2024
Q2 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-255- 2.84% |
$19.4K - $21K
|
8.71K
$694K
|
|
|
Jul 24, 2024
Q2 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-258- 5.01% |
$19.6K - $21.2K
|
4.89K
$389K
|
|
|
Aug 07, 2024
Q2 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-258- 0.44% |
$19.6K - $21.2K
|
58.5K
$4.66M
|
|
|
Jul 11, 2024
Q2 2024
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-264- 3.83% |
$20.1K - $21.7K
|
6.63K
$528K
|
|
|
Aug 08, 2024
Q2 2024
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-265- 46.9% |
$20.2K - $21.8K
|
300
$23.9K
|
|
|
Jul 31, 2024
Q2 2024
|
Gs Investments, Inc.
|
SELL
|
- |
-270- 0.91% |
$20.5K - $22.2K
|
29.5K
$2.35M
|
|
|
Aug 09, 2024
Q2 2024
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-270- 0.72% |
$20.5K - $22.2K
|
37.2K
$2.96M
|
|
|
Jul 15, 2024
Q2 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-274- 1.91% |
$20.8K - $22.5K
|
14K
$1.12M
|
|
|
Jul 24, 2024
Q2 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-279- 1.81% |
$21.2K - $22.9K
|
15.2K
$1.21M
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-279- 1.11% |
$21.2K - $22.9K
|
24.8K
$1.98M
|