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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-444- 6.73% |
$33.8K - $36.5K
|
6.16K
$490K
|
|
|
Aug 01, 2024
Q2 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-447- 1.62% |
$34K - $36.7K
|
27.1K
$2.16M
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-451- 5.0% |
$34.3K - $37.1K
|
8.57K
$682K
|
|
|
Jul 15, 2024
Q2 2024
|
Park National Corp
|
SELL
|
- |
-461- 4.39% |
$35.1K - $37.9K
|
10K
$800K
|
|
|
Jul 23, 2024
Q2 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-466- 2.18% |
$35.5K - $38.3K
|
21K
$1.67M
|
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
SELL
|
- |
-467- 0.6% |
$35.5K - $38.4K
|
77.6K
$6.18M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-467- 1.08% |
$35.5K - $38.4K
|
42.9K
$3.41M
|
|
|
Jul 30, 2024
Q2 2024
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-469- 8.21% |
$35.7K - $38.5K
|
5.25K
$418K
|
|
|
Aug 14, 2024
Q2 2024
|
Jsf Financial, LLC
|
SELL
|
- |
-473- 5.21% |
$36K - $38.9K
|
8.61K
$686K
|
|
|
Jul 25, 2024
Q2 2024
|
Patten Group, Inc.
|
SELL
|
- |
-475- 3.79% |
$36.1K - $39K
|
12.1K
$960K
|
|
|
Aug 14, 2024
Q2 2024
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
SELL
|
- |
-475- 8.52% |
$36.1K - $39K
|
5.1K
$406K
|
|
|
Aug 07, 2024
Q2 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
SELL
|
- |
-478- 1.52% |
$36.4K - $39.3K
|
31K
$2.47M
|
|
|
Sep 10, 2024
Q2 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-485- 2.56% |
$36.9K - $39.8K
|
18.5K
$1.47M
|
|
|
Aug 07, 2024
Q2 2024
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-494- 10.38% |
$37.6K - $40.6K
|
4.27K
$340K
|
|
|
Aug 06, 2024
Q2 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-497- 8.04% |
$37.8K - $40.8K
|
5.69K
$453K
|
|
|
Jul 12, 2024
Q2 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-500- 2.81% |
$38K - $41.1K
|
17.3K
$1.38M
|
|
|
Aug 02, 2024
Q2 2024
|
Total Wealth Planning, LLC
|
SELL
|
- |
-501- 9.58% |
$38.1K - $41.2K
|
4.73K
$377K
|
|
|
Aug 13, 2024
Q2 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-501- 2.51% |
$38.1K - $41.2K
|
19.5K
$1.55M
|
|
|
Jul 22, 2024
Q2 2024
|
Peoples Bank
|
SELL
|
- |
-502- 2.35% |
$38.2K - $41.2K
|
20.9K
$1.66M
|
|
|
Aug 13, 2024
Q2 2024
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-502- 0.06% |
$38.2K - $41.2K
|
858K
$68.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-503- 2.46% |
$38.3K - $41.3K
|
20K
$1.59M
|
|
|
Jul 29, 2024
Q2 2024
|
Bank Ozk
|
SELL
|
- |
-511- 1.97% |
$38.9K - $42K
|
25.4K
$2.03M
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-519- 0.81% |
$39.5K - $42.6K
|
63.8K
$5.08M
|
|
|
Jul 31, 2024
Q2 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-520- 9.7% |
$39.6K - $42.7K
|
4.84K
$386K
|
|
|
Aug 07, 2024
Q2 2024
|
Gables Capital Management Inc.
|
SELL
|
- |
-521- 9.14% |
$39.6K - $42.8K
|
5.18K
$413K
|
|
|
Jul 02, 2024
Q2 2024
|
Appleton Partners Inc
|
SELL
|
- |
-523- 1.56% |
$39.8K - $43K
|
33.1K
$2.64M
|
|
|
Jul 16, 2024
Q2 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-527- 1.13% |
$40.1K - $43.3K
|
46K
$3.67M
|
|
|
Jul 12, 2024
Q2 2024
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-530- 4.92% |
$40.3K - $43.5K
|
10.3K
$816K
|
|
|
Aug 06, 2024
Q2 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-530- 2.8% |
$40.3K - $43.5K
|
18.4K
$1.47M
|
|
|
Aug 12, 2024
Q2 2024
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-535- 6.37% |
$40.7K - $44K
|
7.86K
$626K
|
|
|
Aug 13, 2024
Q2 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-543- 3.58% |
$41.3K - $44.6K
|
14.6K
$1.16M
|
|
|
Aug 15, 2024
Q2 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-543- 9.73% |
$41.3K - $44.6K
|
5.04K
$401K
|
|
|
Jul 16, 2024
Q2 2024
|
Tsfg, LLC
|
SELL
|
- |
-553- 14.51% |
$42.1K - $45.4K
|
3.26K
$259K
|
|
|
Aug 19, 2024
Q2 2024
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-555- 4.45% |
$42.2K - $45.6K
|
11.9K
$949K
|
|
|
Jul 25, 2024
Q2 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-559- 0.32% |
$42.5K - $45.9K
|
173K
$13.8M
|
|
|
Jul 19, 2024
Q2 2024
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-561- 9.0% |
$42.7K - $46.1K
|
5.67K
$452K
|
|
|
Aug 02, 2024
Q2 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-563- 2.41% |
$42.8K - $46.3K
|
22.8K
$1.81M
|
|
|
Aug 02, 2024
Q2 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-564- 2.48% |
$42.9K - $46.3K
|
22.2K
$1.77M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-565- 7.25% |
$43K - $46.4K
|
7.23K
$576K
|
|
|
Aug 02, 2024
Q2 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-569- 4.12% |
$43.3K - $46.7K
|
13.2K
$1.05M
|
|
|
Aug 14, 2024
Q2 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-574- 1.11% |
$43.7K - $47.2K
|
51.3K
$4.09M
|
|
|
Jul 10, 2024
Q2 2024
|
Thomasville National Bank
|
SELL
|
- |
-581- 4.31% |
$44.2K - $47.7K
|
12.9K
$1.03M
|
|
|
Aug 02, 2024
Q2 2024
|
South State Corp
|
SELL
|
- |
-581- 3.17% |
$44.2K - $47.7K
|
17.8K
$1.41M
|
|
|
Aug 14, 2024
Q2 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-584- 0.39% |
$44.4K - $48K
|
149K
$11.9M
|
|
|
Aug 15, 2024
Q2 2024
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-586- 3.01% |
$44.6K - $48.1K
|
18.9K
$1.51M
|
|
|
Aug 12, 2024
Q2 2024
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
SELL
|
- |
-593- 11.86% |
$45.1K - $48.7K
|
4.41K
$351K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-600- 5.15% |
$45.7K - $49.3K
|
11K
$880K
|
|
|
Aug 02, 2024
Q2 2024
|
Pacific Financial Group Inc
|
SELL
|
- |
-608- 16.6% |
$46.3K - $50K
|
3.05K
$243K
|
|
|
Jul 25, 2024
Q2 2024
|
Easterly Investment Partners LLC
|
SELL
|
- |
-610- 4.67% |
$46.4K - $50.1K
|
12.5K
$993K
|
|
|
Jul 29, 2024
Q2 2024
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-612- 6.1% |
$46.6K - $50.3K
|
9.43K
$751K
|