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 17, 2024
Q2 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
266+ 3.75% |
$20.2K - $21.9K
|
7.36K
$586K
|
|
|
Jul 18, 2024
Q2 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
265+ 7.1% |
$20.2K - $21.8K
|
4K
$319K
|
|
|
Aug 13, 2024
Q2 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
260+ 0.87% |
$19.8K - $21.4K
|
30.2K
$2.41M
|
|
|
Aug 13, 2024
Q2 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
258New |
$19.6K - $21.2K
|
258
$20.5K
|
|
|
Jul 16, 2024
Q2 2024
|
Farmers Trust CO
|
BUY
|
- |
252+ 0.72% |
$19.2K - $20.7K
|
35.4K
$2.82M
|
|
|
Jul 16, 2024
Q2 2024
|
Keudell
|
BUY
|
- |
250+ 2.6% |
$19K - $20.5K
|
9.85K
$785K
|
|
|
Aug 06, 2024
Q2 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
249+ 3.21% |
$18.9K - $20.5K
|
8.01K
$638K
|
|
|
Jul 29, 2024
Q2 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
246+ 1.24% |
$18.7K - $20.2K
|
20.1K
$1.6M
|
|
|
Jul 22, 2024
Q2 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
244+ 1.12% |
$18.6K - $20K
|
22.1K
$1.76M
|
|
|
Aug 06, 2024
Q2 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
244+ 3.07% |
$18.6K - $20K
|
8.2K
$653K
|
|
|
Jul 23, 2024
Q2 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
241+ 0.44% |
$18.3K - $19.8K
|
54.6K
$4.35M
|
|
|
Aug 06, 2024
Q2 2024
|
Private Management Group Inc
|
BUY
|
- |
241+ 8.75% |
$18.3K - $19.8K
|
3K
$239K
|
|
|
Jul 23, 2024
Q2 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
226+ 0.79% |
$17.2K - $18.6K
|
28.8K
$2.29M
|
|
|
Jul 30, 2024
Q2 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
225+ 0.22% |
$17.1K - $18.5K
|
101K
$8.02M
|
|
|
Jul 10, 2024
Q2 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
222New |
$16.9K - $18.2K
|
222
$17.7K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
221+ 122.1% |
$16.8K - $18.2K
|
402
$32K
|
|
|
Aug 06, 2024
Q2 2024
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
215+ 0.86% |
$16.4K - $17.7K
|
25.1K
$2M
|
|
|
Jul 26, 2024
Q2 2024
|
Dearborn Partners LLC
|
BUY
|
- |
213+ 6.56% |
$16.2K - $17.5K
|
3.46K
$276K
|
|
|
Aug 02, 2024
Q2 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
208+ 3.78% |
$15.8K - $17.1K
|
5.71K
$454K
|
|
|
Aug 09, 2024
Q2 2024
|
Horan Securities, Inc.
|
BUY
|
- |
203+ 4.66% |
$15.4K - $16.7K
|
4.56K
$363K
|
|
|
Aug 07, 2024
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
201+ 2.3% |
$15.3K - $16.5K
|
8.94K
$712K
|
|
|
Jul 17, 2024
Q2 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
200+ 3.33% |
$15.2K - $16.4K
|
6.21K
$495K
|
|
|
Aug 07, 2024
Q2 2024
|
Lansing Street Advisors
|
BUY
|
- |
199+ 1.64% |
$15.1K - $16.3K
|
12.4K
$985K
|
|
|
Jul 15, 2024
Q2 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
198+ 0.68% |
$15.1K - $16.3K
|
29.4K
$2.34M
|
|
|
Jul 24, 2024
Q2 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
186+ 5.36% |
$14.2K - $15.3K
|
3.65K
$291K
|
|
|
Jul 30, 2024
Q2 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
185+ 1.17% |
$14.1K - $15.2K
|
15.9K
$1.27M
|
|
|
Jul 17, 2024
Q2 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
184+ 2.14% |
$14K - $15.1K
|
8.76K
$698K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
183+ 34.08% |
$13.9K - $15K
|
720
$57.3K
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
176+ 3.57% |
$13.4K - $14.5K
|
5.11K
$407K
|
|
|
Aug 09, 2024
Q2 2024
|
Firestone Capital Management
|
BUY
|
- |
175+ 1.1% |
$13.3K - $14.4K
|
16.1K
$1.28M
|
|
|
Jul 25, 2024
Q2 2024
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
BUY
|
- |
174New |
$13.2K - $14.3K
|
174
$13.9K
|
|
|
Jul 22, 2024
Q2 2024
|
Grant
|
BUY
|
- |
173+ 6.44% |
$13.2K - $14.2K
|
2.86K
$228K
|
|
|
Aug 06, 2024
Q2 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
168+ 0.8% |
$12.8K - $13.8K
|
21.1K
$1.68M
|
|
|
Aug 01, 2024
Q2 2024
|
Eukles Asset Management
|
BUY
|
- |
165+ 0.74% |
$12.6K - $13.6K
|
22.6K
$1.8M
|
|
|
Aug 02, 2024
Q2 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
160+ 4.79% |
$12.2K - $13.1K
|
3.5K
$279K
|
|
|
Aug 13, 2024
Q2 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
160+ 1.3% |
$12.2K - $13.1K
|
12.5K
$992K
|
|
|
Aug 13, 2024
Q2 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
158+ 0.11% |
$12K - $13K
|
142K
$11.3M
|
|
|
Jul 11, 2024
Q2 2024
|
Cx Institutional
|
BUY
|
- |
156+ 0.75% |
$11.9K - $12.8K
|
21K
$1.68M
|
|
|
Jul 10, 2024
Q2 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
153+ 4.41% |
$11.6K - $12.6K
|
3.62K
$289K
|
|
|
Aug 14, 2024
Q2 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
153+ 1.71% |
$11.6K - $12.6K
|
9.1K
$725K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
152+ 12.82% |
$11.6K - $12.5K
|
1.34K
$107K
|
|
|
Jul 25, 2024
Q2 2024
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
152+ 1.8% |
$11.6K - $12.5K
|
8.59K
$684K
|
|
|
Jul 12, 2024
Q2 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
150+ 0.24% |
$11.4K - $12.3K
|
62.9K
$5.01M
|
|
|
Jul 30, 2024
Q2 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
149+ 0.45% |
$11.3K - $12.2K
|
33.2K
$2.65M
|
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
149+ 0.22% |
$11.3K - $12.2K
|
68.7K
$5.47M
|
|
|
Jul 19, 2024
Q2 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
146+ 1.05% |
$11.1K - $12K
|
14.1K
$1.12M
|
|
|
Jul 15, 2024
Q2 2024
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
144+ 0.95% |
$11K - $11.8K
|
15.3K
$1.22M
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
137New |
$10.4K - $11.3K
|
137
$10.9K
|
|
|
Jul 12, 2024
Q2 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
136+ 1.2% |
$10.3K - $11.2K
|
11.4K
$912K
|
|
|
Jul 12, 2024
Q2 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
136+ 2.7% |
$10.3K - $11.2K
|
5.17K
$412K
|