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 30, 2024
Q2 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-1.49K- 1.17% |
$113K - $122K
|
126K
$10M
|
|
|
Jul 24, 2024
Q2 2024
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-1.5K- 1.92% |
$114K - $123K
|
76.5K
$6.09M
|
|
|
Jul 25, 2024
Q2 2024
|
Forte Asset Management LLC
|
SELL
|
- |
-1.5K- 6.18% |
$114K - $123K
|
22.8K
$1.81M
|
|
|
Aug 01, 2024
Q2 2024
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-1.5K- 32.86% |
$114K - $123K
|
3.07K
$244K
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-1.51K- 2.54% |
$115K - $124K
|
57.8K
$4.6M
|
|
|
Aug 15, 2024
Q2 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-1.53K- 6.45% |
$116K - $126K
|
22.1K
$1.76M
|
|
|
Aug 02, 2024
Q2 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-1.53K- 10.9% |
$116K - $126K
|
12.5K
$995K
|
|
|
Jul 16, 2024
Q2 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-1.54K- 3.32% |
$117K - $127K
|
44.8K
$3.57M
|
|
|
Jul 08, 2024
Q2 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-1.54K- 2.95% |
$117K - $127K
|
50.7K
$4.04M
|
|
|
Jul 19, 2024
Q2 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-1.55K- 2.37% |
$118K - $127K
|
63.9K
$5.09M
|
|
|
Aug 13, 2024
Q2 2024
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-1.55K- 37.35% |
$118K - $127K
|
2.6K
$207K
|
|
|
Jul 31, 2024
Q2 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-1.55K- 4.11% |
$118K - $127K
|
36.2K
$2.88M
|
|
|
Aug 05, 2024
Q2 2024
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-1.57K- 2.78% |
$119K - $129K
|
54.7K
$4.36M
|
|
|
Aug 14, 2024
Q2 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-1.59K- 5.44% |
$121K - $130K
|
27.6K
$2.2M
|
|
|
Jul 31, 2024
Q2 2024
|
Asset Planning Corporation
|
SELL
|
- |
-1.59K- 3.47% |
$121K - $131K
|
44.2K
$3.52M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-1.61K- 34.15% |
$122K - $132K
|
3.1K
$247K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-1.61K- 0.05% |
$122K - $132K
|
3.41M
$271M
|
|
|
Jul 17, 2024
Q2 2024
|
Tompkins Financial Corp
|
SELL
|
- |
-1.62K- 9.19% |
$123K - $133K
|
16K
$1.27M
|
|
|
Aug 14, 2024
Q2 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-1.63K- 50.62% |
$124K - $134K
|
1.59K
$126K
|
|
|
Aug 05, 2024
Q2 2024
|
Ledyard National Bank
|
SELL
|
- |
-1.63K- 8.66% |
$124K - $134K
|
17.2K
$1.37M
|
|
|
Jul 24, 2024
Q2 2024
|
Bank Of Stockton
|
SELL
|
- |
-1.71K- 19.63% |
$130K - $141K
|
7.01K
$558K
|
|
|
Aug 02, 2024
Q2 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-1.71K- 1.14% |
$130K - $141K
|
149K
$11.9M
|
|
|
Aug 08, 2024
Q2 2024
|
Arvest Investments, Inc.
Rogers, AR |
SELL
|
- |
-1.75K- 1.45% |
$133K - $143K
|
119K
$9.46M
|
|
|
Jul 12, 2024
Q2 2024
|
Country Trust Bank
|
SELL
|
- |
-1.76K- 5.63% |
$134K - $145K
|
29.6K
$2.35M
|
|
|
Jul 30, 2024
Q2 2024
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-1.79K- 0.68% |
$136K - $147K
|
262K
$20.9M
|
|
|
Jul 15, 2024
Q2 2024
|
Coastline Trust CO
|
SELL
|
- |
-1.79K- 1.59% |
$136K - $147K
|
111K
$8.83M
|
|
|
Jul 15, 2024
Q2 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-1.82K- 9.75% |
$138K - $149K
|
16.8K
$1.34M
|
|
|
Jul 15, 2024
Q2 2024
|
Flower City Capital
|
SELL
|
- |
-1.82K- 2.82% |
$139K - $150K
|
62.9K
$5.01M
|
|
|
Aug 14, 2024
Q2 2024
|
United Bank
Vienna, VA |
SELL
|
- |
-1.84K- 3.58% |
$140K - $151K
|
49.4K
$3.94M
|
|
|
Aug 13, 2024
Q2 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1.84K- 21.12% |
$140K - $152K
|
6.89K
$549K
|
|
|
Jul 30, 2024
Q2 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-1.88K- 78.29% |
$143K - $155K
|
522
$41.6K
|
|
|
Jul 01, 2024
Q2 2024
|
Moller Financial Services
|
SELL
|
- |
-1.97K- 3.03% |
$150K - $162K
|
63K
$5.02M
|
|
|
Aug 12, 2024
Q2 2024
|
Acas, LLC
|
SELL
|
- |
-1.99K- 6.13% |
$151K - $163K
|
30.4K
$2.42M
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-2.06K- 3.14% |
$157K - $169K
|
63.5K
$5.06M
|
|
|
Aug 01, 2024
Q2 2024
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-2.07K- 2.84% |
$158K - $170K
|
70.9K
$5.65M
|
|
|
Jul 25, 2024
Q2 2024
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-2.08K- 2.12% |
$158K - $170K
|
95.7K
$7.62M
|
|
|
Jul 24, 2024
Q2 2024
|
Vera Bank, N.A.
|
SELL
|
- |
-2.08K- 10.17% |
$158K - $171K
|
18.4K
$1.47M
|
|
|
Aug 01, 2024
Q2 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-2.11K- 1.47% |
$160K - $173K
|
141K
$11.3M
|
|
|
Jul 15, 2024
Q2 2024
|
Parisi Gray Wealth Management
|
SELL
|
- |
-2.11K- 4.95% |
$161K - $174K
|
40.6K
$3.23M
|
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-2.14K- 1.1% |
$163K - $176K
|
192K
$15.3M
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-2.15K- 2.94% |
$164K - $177K
|
71K
$5.66M
|
|
|
Aug 06, 2024
Q2 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-2.16K- 1.55% |
$164K - $177K
|
137K
$10.9M
|
|
|
Jul 12, 2024
Q2 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-2.16K- 47.81% |
$164K - $177K
|
2.36K
$188K
|
|
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-2.16K- 10.99% |
$164K - $177K
|
17.5K
$1.39M
|
|
|
Aug 14, 2024
Q2 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-2.17K- 15.79% |
$165K - $178K
|
11.6K
$923K
|
|
|
Aug 15, 2024
Q2 2024
|
Sepio Capital, LP
|
SELL
|
- |
-2.24K- 3.06% |
$170K - $184K
|
70.9K
$5.65M
|
|
|
Jul 17, 2024
Q2 2024
|
Northstar Group, Inc.
|
SELL
|
- |
-2.25K- 29.61% |
$171K - $185K
|
5.35K
$426K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-2.27K- 22.17% |
$173K - $187K
|
7.97K
$635K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.29K- 1.15% |
$174K - $188K
|
197K
$15.7M
|
|
|
Jul 08, 2024
Q2 2024
|
Dentgroup LLC
|
SELL
|
- |
-2.34K- 11.05% |
$178K - $192K
|
18.8K
$1.5M
|