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 22, 2024
Q2 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-3.22K- 15.64% |
$245K - $264K
|
17.4K
$1.38M
|
|
|
Jul 19, 2024
Q2 2024
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-3.31K- 25.45% |
$252K - $272K
|
9.69K
$772K
|
|
|
Aug 14, 2024
Q2 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-3.45K- 2.13% |
$263K - $284K
|
158K
$12.6M
|
|
|
Aug 09, 2024
Q2 2024
|
Neumann Capital Management, LLC
|
SELL
|
- |
-3.47K- 8.86% |
$264K - $285K
|
35.7K
$2.84M
|
|
|
Aug 07, 2024
Q2 2024
|
Bahl & Gaynor Inc
|
SELL
|
- |
-3.48K- 11.16% |
$265K - $286K
|
27.7K
$2.2M
|
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-3.51K- 35.88% |
$267K - $288K
|
6.27K
$500K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-3.51K- 11.27% |
$267K - $289K
|
27.7K
$2.2M
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-3.6K- 3.15% |
$274K - $296K
|
111K
$8.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Belmont Capital, LLC
|
SELL
|
- |
-3.6K- 2.94% |
$274K - $296K
|
119K
$9.48M
|
|
|
Aug 12, 2024
Q2 2024
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-3.71K- 2.45% |
$282K - $304K
|
148K
$11.8M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-3.85K- 2.49% |
$293K - $317K
|
151K
$12M
|
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-3.9K- 17.92% |
$296K - $320K
|
17.8K
$1.42M
|
|
|
Aug 13, 2024
Q2 2024
|
First Financial Bankshares Inc
Abilene, TX |
SELL
|
- |
-3.9K- 4.84% |
$297K - $321K
|
76.8K
$6.11M
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-3.92K- 2.7% |
$298K - $322K
|
141K
$11.2M
|
|
|
Jul 31, 2024
Q2 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-3.93K- 24.69% |
$299K - $322K
|
12K
$953K
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-3.98K- 17.5% |
$303K - $327K
|
18.8K
$1.49M
|
|
|
Jul 17, 2024
Q2 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-4.04K- 3.61% |
$307K - $332K
|
108K
$8.57M
|
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
SELL
|
- |
-4.04K- 3.25% |
$307K - $332K
|
120K
$9.57M
|
|
|
Aug 05, 2024
Q2 2024
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-4.05K- 3.2% |
$308K - $332K
|
122K
$9.74M
|
|
|
Aug 14, 2024
Q2 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-4.08K- 2.09% |
$310K - $335K
|
191K
$15.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-4.08K- 6.26% |
$310K - $335K
|
61K
$4.86M
|
|
|
Aug 08, 2024
Q2 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-4.1K- 12.13% |
$312K - $337K
|
29.7K
$2.36M
|
|
|
Jul 23, 2024
Q2 2024
|
Busey Wealth Management
|
SELL
|
- |
-4.15K- 13.1% |
$316K - $341K
|
27.5K
$2.19M
|
|
|
Aug 12, 2024
Q2 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-4.15K- 4.36% |
$316K - $341K
|
91K
$7.24M
|
|
|
Aug 02, 2024
Q2 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-4.16K- 4.76% |
$316K - $342K
|
83.3K
$6.63M
|
|
|
Aug 13, 2024
Q2 2024
|
Petix & Botte CO
|
SELL
|
- |
-4.25K- 43.36% |
$323K - $349K
|
5.55K
$442K
|
|
|
Aug 09, 2024
Q2 2024
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-4.27K- 16.38% |
$325K - $351K
|
21.8K
$1.74M
|
|
|
Aug 14, 2024
Q2 2024
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-4.31K- 3.82% |
$328K - $354K
|
109K
$8.66M
|
|
|
Aug 05, 2024
Q2 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-4.32K- 0.29% |
$328K - $355K
|
1.48M
$118M
|
|
|
Aug 02, 2024
Q2 2024
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-4.32K- 4.35% |
$329K - $355K
|
94.9K
$7.56M
|
|
|
Jul 24, 2024
Q2 2024
|
Corundum Trust Company, Inc
Sioux Falls, SD |
SELL
|
- |
-4.35K- 23.81% |
$331K - $357K
|
13.9K
$1.11M
|
|
|
Jul 10, 2024
Q2 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-4.38K- 22.19% |
$333K - $360K
|
15.4K
$1.22M
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-4.39K- 0.24% |
$334K - $361K
|
1.85M
$147M
|
|
|
Aug 07, 2024
Q2 2024
|
Motco
|
SELL
|
- |
-4.4K- 15.29% |
$335K - $361K
|
24.4K
$1.94M
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-4.43K- 5.88% |
$337K - $364K
|
70.9K
$5.65M
|
|
|
Jul 29, 2024
Q2 2024
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-4.47K- 16.21% |
$340K - $368K
|
23.1K
$1.84M
|
|
|
Aug 08, 2024
Q2 2024
|
Sykon Capital LLC
Harrison, NY |
SELL
|
- |
-4.61K- 5.55% |
$350K - $378K
|
78.4K
$6.24M
|
|
|
Dec 02, 2024
Q2 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-4.64K- 26.65% |
$353K - $381K
|
12.8K
$1.02M
|
|
|
Aug 13, 2024
Q2 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-4.66K- 6.02% |
$354K - $383K
|
72.7K
$5.79M
|
|
|
Aug 07, 2024
Q2 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-4.71K- 3.39% |
$359K - $387K
|
134K
$10.7M
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-4.75K- 0.64% |
$361K - $390K
|
741K
$59M
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-4.79KClosed |
$364K - $393K
|
0
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-4.84K- 19.87% |
$368K - $398K
|
19.5K
$1.55M
|
|
|
Jul 15, 2024
Q2 2024
|
D. Scott Neal, Inc.
|
SELL
|
- |
-4.85K- 61.35% |
$369K - $398K
|
3.05K
$243K
|
|
|
Jul 29, 2024
Q2 2024
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-4.87K- 25.2% |
$371K - $400K
|
14.5K
$1.15M
|
|
|
Jul 30, 2024
Q2 2024
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-4.93K- 32.36% |
$375K - $405K
|
10.3K
$821K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-5.08K- 0.47% |
$386K - $417K
|
1.08M
$86.3M
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-5.23K- 17.4% |
$398K - $430K
|
24.8K
$1.98M
|
|
|
Aug 14, 2024
Q2 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-5.33K- 2.55% |
$406K - $438K
|
204K
$16.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-5.34K- 4.23% |
$406K - $439K
|
121K
$9.63M
|