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 01, 2024
Q2 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-614- 13.55% |
$46.7K - $50.4K
|
3.92K
$312K
|
|
|
Jul 31, 2024
Q2 2024
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-625- 4.48% |
$47.6K - $51.4K
|
13.3K
$1.06M
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-629- 4.68% |
$47.9K - $51.7K
|
12.8K
$1.02M
|
|
|
Jul 12, 2024
Q2 2024
|
Berkshire Bank
|
SELL
|
- |
-630- 5.85% |
$47.9K - $51.8K
|
10.1K
$808K
|
|
|
Aug 13, 2024
Q2 2024
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-630- 2.55% |
$47.9K - $51.8K
|
24.1K
$1.92M
|
|
|
Nov 08, 2024
Q2 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-639- 5.72% |
$48.6K - $52.5K
|
10.5K
$840K
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-647- 17.03% |
$49.2K - $53.2K
|
3.15K
$251K
|
|
|
Jul 30, 2024
Q2 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-650- 1.69% |
$49.5K - $53.4K
|
37.9K
$3.02M
|
|
|
Jul 30, 2024
Q2 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-651- 2.47% |
$49.5K - $53.5K
|
25.7K
$2.04M
|
|
|
Jul 15, 2024
Q2 2024
|
Leverty Financial Group, LLC
|
SELL
|
- |
-653- 1.38% |
$49.7K - $53.7K
|
46.7K
$3.72M
|
|
|
Jul 17, 2024
Q2 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-654- 1.54% |
$49.8K - $53.7K
|
41.9K
$3.34M
|
|
|
Jul 30, 2024
Q2 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-666- 1.49% |
$50.7K - $54.7K
|
44.1K
$3.51M
|
|
|
Aug 13, 2024
Q2 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-669- 15.02% |
$50.9K - $55K
|
3.78K
$301K
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-679- 3.97% |
$51.7K - $55.8K
|
16.4K
$1.31M
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-690- 0.89% |
$52.5K - $56.7K
|
76.5K
$6.09M
|
|
|
Aug 14, 2024
Q2 2024
|
Community Bank, N.A.
|
SELL
|
- |
-690- 2.11% |
$52.5K - $56.7K
|
32.1K
$2.55M
|
|
|
Jul 15, 2024
Q2 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-704- 5.63% |
$53.6K - $57.8K
|
11.8K
$939K
|
|
|
Jul 23, 2024
Q2 2024
|
Atlas Brown,Inc.
|
SELL
|
- |
-712- 2.58% |
$54.2K - $58.5K
|
26.9K
$2.14M
|
|
|
Aug 09, 2024
Q2 2024
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-714- 11.69% |
$54.3K - $58.7K
|
5.39K
$430K
|
|
|
Aug 13, 2024
Q2 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-715- 17.27% |
$54.4K - $58.7K
|
3.43K
$273K
|
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-736- 0.93% |
$56K - $60.5K
|
78.3K
$6.24M
|
|
|
Aug 14, 2024
Q2 2024
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-742- 4.17% |
$56.5K - $61K
|
17K
$1.36M
|
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-748- 2.17% |
$56.9K - $61.5K
|
33.7K
$2.69M
|
|
|
Aug 02, 2024
Q2 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-753- 9.69% |
$57.3K - $61.9K
|
7.02K
$559K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-758- 22.89% |
$57.7K - $62.3K
|
2.55K
$203K
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-760- 0.91% |
$57.8K - $62.4K
|
82.6K
$6.58M
|
|
|
Aug 13, 2024
Q2 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-767- 0.97% |
$58.4K - $63K
|
78.6K
$6.26M
|
|
|
Aug 13, 2024
Q2 2024
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
SELL
|
- |
-770- 1.96% |
$58.6K - $63.3K
|
38.6K
$3.07M
|
|
|
Aug 14, 2024
Q2 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-771- 11.83% |
$58.7K - $63.3K
|
5.75K
$458K
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-775- 2.52% |
$59K - $63.7K
|
30K
$2.39M
|
|
|
Aug 08, 2024
Q2 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-782- 14.84% |
$59.5K - $64.2K
|
4.49K
$357K
|
|
|
Aug 02, 2024
Q2 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-784- 2.98% |
$59.7K - $64.4K
|
25.5K
$2.03M
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-787- 29.45% |
$59.9K - $64.7K
|
1.89K
$150K
|
|
|
Aug 01, 2024
Q2 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-800- 36.25% |
$60.9K - $65.7K
|
1.41K
$112K
|
|
|
Aug 06, 2024
Q2 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-800- 14.93% |
$60.9K - $65.7K
|
4.56K
$363K
|
|
|
Jul 12, 2024
Q2 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-815- 10.18% |
$62K - $67K
|
7.19K
$573K
|
|
|
Aug 12, 2024
Q2 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-822- 1.48% |
$62.5K - $67.5K
|
54.8K
$4.37M
|
|
|
Jul 17, 2024
Q2 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-838- 4.95% |
$63.8K - $68.9K
|
16.1K
$1.28M
|
|
|
Jul 26, 2024
Q2 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-850- 46.78% |
$64.7K - $69.8K
|
967
$77K
|
|
|
Jul 26, 2024
Q2 2024
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-858- 2.62% |
$65.3K - $70.5K
|
31.8K
$2.54M
|
|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
SELL
|
- |
-865- 3.06% |
$65.8K - $71.1K
|
27.4K
$2.18M
|
|
|
Aug 13, 2024
Q2 2024
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-885- 24.58% |
$67.3K - $72.7K
|
2.72K
$216K
|
|
|
Jul 25, 2024
Q2 2024
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-896- 13.06% |
$68.2K - $73.6K
|
5.97K
$475K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-908- 2.27% |
$69.1K - $74.6K
|
39.1K
$3.11M
|
|
|
Aug 12, 2024
Q2 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-910- 7.22% |
$69.2K - $74.8K
|
11.7K
$932K
|
|
|
Jul 30, 2024
Q2 2024
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-911- 0.99% |
$69.3K - $74.8K
|
91.4K
$7.28M
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-913- 1.86% |
$69.5K - $75K
|
48.3K
$3.85M
|
|
|
Jul 26, 2024
Q2 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-919- 7.04% |
$69.9K - $75.5K
|
12.1K
$966K
|
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-920- 0.51% |
$70K - $75.6K
|
178K
$14.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-926- 14.47% |
$70.5K - $76.1K
|
5.48K
$436K
|