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 16, 2024
Q2 2024
|
Wealth Bridge Investment Counsel Inc.
|
SELL
|
- |
-5.35K- 3.88% |
$407K - $440K
|
133K
$10.6M
|
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-5.5K- 5.2% |
$418K - $452K
|
100K
$7.99M
|
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-5.51K- 1.04% |
$419K - $452K
|
524K
$41.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Urban Financial Advisory Corp
Chicago, IL |
SELL
|
- |
-5.53K- 14.5% |
$420K - $454K
|
32.6K
$2.6M
|
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-5.54K- 5.12% |
$422K - $455K
|
103K
$8.17M
|
|
|
Jul 03, 2024
Q2 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-5.55K- 4.8% |
$422K - $456K
|
110K
$8.77M
|
|
|
Jul 24, 2024
Q2 2024
|
Destination Wealth Management
|
SELL
|
- |
-5.57K- 1.28% |
$424K - $458K
|
429K
$34.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-5.62K- 31.78% |
$427K - $462K
|
12.1K
$961K
|
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-5.74K- 3.33% |
$437K - $472K
|
167K
$13.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-5.76K- 40.29% |
$439K - $474K
|
8.54K
$681K
|
|
|
Jul 09, 2024
Q2 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-5.77K- 5.93% |
$439K - $474K
|
91.4K
$7.28M
|
|
|
Aug 02, 2024
Q2 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-5.78K- 4.37% |
$440K - $475K
|
126K
$10.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-5.8K- 0.25% |
$441K - $476K
|
2.27M
$181M
|
|
|
Aug 08, 2024
Q2 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-5.8K- 13.02% |
$441K - $476K
|
38.7K
$3.09M
|
|
|
Aug 07, 2024
Q2 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-5.8K- 8.03% |
$441K - $477K
|
66.5K
$5.29M
|
|
|
Jul 15, 2024
Q2 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-5.87K- 10.03% |
$446K - $482K
|
52.6K
$4.19M
|
|
|
Jul 11, 2024
Q2 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-5.93K- 7.82% |
$451K - $487K
|
69.9K
$5.56M
|
|
|
Jul 22, 2024
Q2 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-5.94K- 1.23% |
$452K - $488K
|
478K
$38.1M
|
|
|
Aug 13, 2024
Q2 2024
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-6.09K- 2.0% |
$463K - $500K
|
298K
$23.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-6.1K- 3.55% |
$464K - $501K
|
166K
$13.2M
|
|
|
Aug 02, 2024
Q2 2024
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-6.15K- 5.59% |
$468K - $505K
|
104K
$8.27M
|
|
|
Jul 16, 2024
Q2 2024
|
Bremer Bank National Association
|
SELL
|
- |
-6.36K- 17.73% |
$484K - $523K
|
29.5K
$2.35M
|
|
|
Jul 30, 2024
Q2 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-6.45K- 61.46% |
$491K - $530K
|
4.04K
$322K
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-6.51K- 0.78% |
$495K - $535K
|
832K
$66.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-6.52K- 8.77% |
$496K - $535K
|
67.8K
$5.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-6.85K- 50.5% |
$521K - $563K
|
6.72K
$535K
|
|
|
Jul 26, 2024
Q2 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
SELL
|
- |
-7.04K- 51.84% |
$536K - $579K
|
6.55K
$521K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-7.25K- 2.3% |
$552K - $596K
|
308K
$24.5M
|
|
|
Jul 19, 2024
Q2 2024
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-7.28KClosed |
$554K - $598K
|
0
$0
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-7.29K- 4.28% |
$555K - $599K
|
163K
$13M
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-7.31K- 44.71% |
$556K - $601K
|
9.04K
$720K
|
|
|
Aug 09, 2024
Q2 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-7.6K- 73.38% |
$578K - $624K
|
2.76K
$220K
|
|
|
Jul 19, 2024
Q2 2024
|
Btc Capital Management, Inc.
|
SELL
|
- |
-7.66K- 1.89% |
$583K - $629K
|
397K
$31.6M
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-7.72K- 3.62% |
$587K - $634K
|
205K
$16.4M
|
|
|
Jul 26, 2024
Q2 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-7.87K- 52.31% |
$599K - $647K
|
7.18K
$571K
|
|
|
Jul 25, 2024
Q2 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-7.94K- 9.16% |
$604K - $652K
|
78.8K
$6.27M
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-7.94K- 10.08% |
$604K - $653K
|
70.9K
$5.64M
|
|
|
Jul 08, 2024
Q2 2024
|
Woodstock Corp
|
SELL
|
- |
-8.06K- 21.25% |
$613K - $662K
|
29.9K
$2.38M
|
|
|
Jul 29, 2024
Q2 2024
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-8.1K- 93.65% |
$616K - $665K
|
549
$43.7K
|
|
|
Jul 16, 2024
Q2 2024
|
Patton Fund Management, Inc.
|
SELL
|
- |
-8.13K- 3.6% |
$619K - $668K
|
218K
$17.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-8.13K- 2.99% |
$619K - $668K
|
264K
$21M
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
SELL
|
- |
-8.2K- 56.26% |
$624K - $673K
|
6.37K
$507K
|
|
|
Aug 13, 2024
Q2 2024
|
Hancock Whitney Corp
|
SELL
|
- |
-8.2K- 1.22% |
$624K - $673K
|
661K
$52.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-8.21K- 99.99% |
$625K - $675K
|
1
$79.7
|
|
|
Jul 12, 2024
Q2 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-8.28K- 11.37% |
$630K - $680K
|
64.6K
$5.14M
|
|
|
Aug 12, 2024
Q2 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-8.64K- 2.19% |
$657K - $709K
|
385K
$30.7M
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-8.78K- 4.64% |
$668K - $721K
|
180K
$14.4M
|
|
|
Jul 30, 2024
Q2 2024
|
Wolf Group Capital Advisors
|
SELL
|
- |
-8.83K- 25.47% |
$672K - $725K
|
25.8K
$2.06M
|
|
|
Aug 14, 2024
Q2 2024
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-8.95K- 13.04% |
$681K - $735K
|
59.7K
$4.76M
|
|
|
Aug 05, 2024
Q2 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-9K- 15.26% |
$685K - $739K
|
50K
$3.98M
|