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
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-9.03K- 22.84% |
$687K - $742K
|
30.5K
$2.43M
|
|
|
Aug 05, 2024
Q2 2024
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-9.33K- 2.45% |
$710K - $766K
|
371K
$29.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-9.42K- 6.8% |
$717K - $774K
|
129K
$10.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Nvwm, LLC
|
SELL
|
- |
-9.44K- 16.21% |
$718K - $775K
|
48.8K
$3.88M
|
|
|
Jul 12, 2024
Q2 2024
|
First National Corp
|
SELL
|
- |
-9.48K- 26.69% |
$721K - $779K
|
26K
$2.07M
|
|
|
Jul 25, 2024
Q2 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-9.51K- 5.33% |
$723K - $781K
|
169K
$13.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-9.62K- 18.82% |
$732K - $790K
|
41.5K
$3.3M
|
|
|
Aug 06, 2024
Q2 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-9.8K- 2.44% |
$745K - $805K
|
392K
$31.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Rmb Capital Management, LLC
|
SELL
|
- |
-10.2K- 3.41% |
$777K - $839K
|
290K
$23.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-10.2K- 1.53% |
$780K - $842K
|
661K
$52.7M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
SELL
|
- |
-10.3K- 40.51% |
$782K - $845K
|
15.1K
$1.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-10.3K- 1.14% |
$784K - $846K
|
894K
$71.2M
|
|
|
Jul 25, 2024
Q2 2024
|
Bailard, Inc.
|
SELL
|
- |
-10.4K- 0.81% |
$789K - $852K
|
1.27M
$101M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-10.4K- 0.62% |
$792K - $855K
|
1.66M
$132M
|
|
|
Aug 13, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-10.8K- 6.98% |
$821K - $887K
|
144K
$11.5M
|
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-10.8K- 6.98% |
$821K - $887K
|
144K
$11.5M
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
SELL
|
- |
-10.9K- 2.09% |
$833K - $899K
|
514K
$40.9M
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
SELL
|
- |
-11.4K- 62.01% |
$866K - $935K
|
6.97K
$555K
|
|
|
Jul 11, 2024
Q2 2024
|
Wesbanco Bank Inc
|
SELL
|
- |
-11.5K- 8.48% |
$874K - $943K
|
124K
$9.87M
|
|
|
Jul 08, 2024
Q2 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-11.7K- 4.96% |
$887K - $958K
|
224K
$17.8M
|
|
|
Jul 15, 2024
Q2 2024
|
Advisor Resource Council
|
SELL
|
- |
-12K- 40.25% |
$910K - $982K
|
17.7K
$1.41M
|
|
|
Jul 31, 2024
Q2 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-12K- 47.51% |
$915K - $988K
|
13.3K
$1.06M
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-12.4K- 80.3% |
$946K - $1.02M
|
3.05K
$243K
|
|
|
Jul 17, 2024
Q2 2024
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-12.5K- 62.47% |
$950K - $1.03M
|
7.5K
$597K
|
|
|
Aug 12, 2024
Q2 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-12.5K- 54.71% |
$953K - $1.03M
|
10.4K
$826K
|
|
|
Aug 14, 2024
Q2 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-12.6K- 21.26% |
$962K - $1.04M
|
46.8K
$3.73M
|
|
|
Aug 05, 2024
Q2 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-12.9K- 5.28% |
$978K - $1.06M
|
231K
$18.4M
|
|
|
Aug 02, 2024
Q2 2024
|
Mission Wealth Management, LP
|
SELL
|
- |
-13.2K- 17.85% |
$1M - $1.08M
|
60.6K
$4.83M
|
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-13.7K- 9.08% |
$1.05M - $1.13M
|
138K
$11M
|
|
|
Jul 25, 2024
Q2 2024
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-14.3K- 6.37% |
$1.09M - $1.17M
|
210K
$16.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-14.3K- 51.84% |
$1.09M - $1.18M
|
13.3K
$1.06M
|
|
|
Jul 16, 2024
Q2 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-14.5K- 16.31% |
$1.1M - $1.19M
|
74.2K
$5.91M
|
|
|
Aug 13, 2024
Q2 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-15K- 0.71% |
$1.14M - $1.23M
|
2.11M
$168M
|
|
|
Jul 24, 2024
Q2 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-15.3K- 14.25% |
$1.16M - $1.26M
|
92.1K
$7.34M
|
|
|
Aug 13, 2024
Q2 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-15.6K- 0.58% |
$1.19M - $1.28M
|
2.69M
$214M
|
|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
SELL
|
- |
-15.8K- 0.62% |
$1.21M - $1.3M
|
2.53M
$202M
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-16.1K- 1.35% |
$1.23M - $1.32M
|
1.18M
$94M
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-17.2K- 25.97% |
$1.31M - $1.41M
|
49.1K
$3.91M
|
|
|
Jul 11, 2024
Q2 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-18.2K- 45.99% |
$1.39M - $1.5M
|
21.4K
$1.7M
|
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-18.3K- 13.17% |
$1.4M - $1.51M
|
121K
$9.63M
|
|
|
Aug 09, 2024
Q2 2024
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-18.6K- 64.84% |
$1.41M - $1.52M
|
10.1K
$801K
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-20.6K- 5.95% |
$1.56M - $1.69M
|
325K
$25.9M
|
|
|
Aug 01, 2024
Q2 2024
|
Mechanics Financial Corp
|
SELL
|
- |
-20.6K- 14.56% |
$1.57M - $1.69M
|
121K
$9.64M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-21.5K- 1.25% |
$1.64M - $1.77M
|
1.7M
$136M
|
|
|
Aug 06, 2024
Q2 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-22.8K- 10.27% |
$1.74M - $1.88M
|
200K
$15.9M
|
|
|
Jul 15, 2024
Q2 2024
|
Imc Chicago, LLC
|
SELL
|
- |
-23.5K- 25.73% |
$1.79M - $1.93M
|
67.7K
$5.39M
|
|
|
Aug 07, 2024
Q2 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-24.5K- 2.17% |
$1.86M - $2.01M
|
1.11M
$88.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
SELL
|
- |
-24.8K- 5.04% |
$1.88M - $2.03M
|
466K
$37.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Belvedere Trading LLC
|
SELL
|
- |
-24.9K- 46.41% |
$1.89M - $2.04M
|
28.7K
$2.29M
|
|
|
Aug 07, 2024
Q2 2024
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-26K- 71.17% |
$1.98M - $2.14M
|
10.5K
$840K
|