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 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
8.35K+ 9.95% |
$636K - $686K
|
92.3K
$7.08M
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
8.3K+ 8.25% |
$631K - $682K
|
109K
$8.36M
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
8.18K+ 44.58% |
$622K - $672K
|
26.5K
$2.04M
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
8.16K+ 41.1% |
$621K - $670K
|
28K
$2.15M
|
|
|
Jul 10, 2024
Q2 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
8.13KNew |
$619K - $668K
|
8.13K
$624K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
7.95K+ 43.78% |
$605K - $653K
|
26.1K
$2M
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
7.71K+ 14.53% |
$586K - $633K
|
60.7K
$4.66M
|
|
|
Jul 29, 2024
Q2 2024
|
4 Thought Financial Group Inc.
|
BUY
|
- |
7.57K+ 9.76% |
$576K - $622K
|
85K
$6.53M
|
|
|
Aug 13, 2024
Q2 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
7.52KNew |
$572K - $618K
|
7.52K
$577K
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
7.43K+ 12.49% |
$565K - $611K
|
66.9K
$5.14M
|
|
|
Jul 30, 2024
Q2 2024
|
First American Bank
Dundee, IL |
BUY
|
- |
7.31KNew |
$556K - $601K
|
7.31K
$561K
|
|
|
Aug 15, 2024
Q2 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
7.21K+ 17.74% |
$549K - $593K
|
47.9K
$3.68M
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
7.18K+ 50.03% |
$546K - $590K
|
21.5K
$1.65M
|
|
|
Jul 30, 2024
Q2 2024
|
J. Safra Sarasin Holding Ag
Basel, V8 |
BUY
|
- |
7.17KNew |
$545K - $589K
|
7.17K
$550K
|
|
|
Jul 31, 2024
Q2 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
7.1KNew |
$540K - $583K
|
7.1K
$545K
|
|
|
Aug 12, 2024
Q2 2024
|
First American Trust, Fsb
|
BUY
|
- |
7.03KNew |
$535K - $578K
|
7.03K
$540K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
6.99K+ 14.84% |
$532K - $574K
|
54.1K
$4.15M
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.79K+ 11.22% |
$517K - $558K
|
67.3K
$5.17M
|
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
6.7KNew |
$510K - $550K
|
6.7K
$514K
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
6.6K+ 4.37% |
$502K - $542K
|
158K
$12.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Credit Agricole S A
|
BUY
|
- |
6.57K+ 5.81% |
$500K - $540K
|
120K
$9.18M
|
|
|
Aug 09, 2024
Q2 2024
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
6.46K+ 127.78% |
$491K - $531K
|
11.5K
$884K
|
|
|
Aug 06, 2024
Q2 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
6.43K+ 2.08% |
$489K - $528K
|
316K
$24.2M
|
|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
6.42K+ 24.74% |
$488K - $527K
|
32.4K
$2.48M
|
|
|
Aug 08, 2024
Q2 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
6.03KNew |
$459K - $495K
|
6.03K
$463K
|
|
|
Jul 26, 2024
Q2 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
6.01K+ 8.76% |
$458K - $494K
|
74.7K
$5.73M
|
|
|
Jul 17, 2024
Q2 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
6.01K+ 37.36% |
$458K - $494K
|
22.1K
$1.7M
|
|
|
Aug 30, 2024
Q2 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
6.01KNew |
$458K - $494K
|
6.01K
$462K
|
|
|
Aug 14, 2024
Q2 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
5.94K+ 17.64% |
$452K - $488K
|
39.6K
$3.04M
|
|
|
Aug 12, 2024
Q2 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
5.92K+ 197.53% |
$451K - $487K
|
8.92K
$685K
|
|
|
Sep 10, 2024
Q2 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
5.89KNew |
$448K - $484K
|
5.89K
$452K
|
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
BUY
|
- |
5.79K+ 6.79% |
$441K - $476K
|
91.1K
$7M
|
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
5.79K+ 97.08% |
$440K - $476K
|
11.8K
$902K
|
|
|
Aug 14, 2024
Q2 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
5.75K+ 2.01% |
$438K - $473K
|
293K
$22.5M
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
5.65K+ 8.73% |
$430K - $464K
|
70.3K
$5.4M
|
|
|
Aug 06, 2024
Q2 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
5.64KNew |
$429K - $464K
|
5.64K
$433K
|
|
|
Aug 09, 2024
Q2 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
5.6K+ 2.43% |
$426K - $460K
|
236K
$18.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
5.59KNew |
$425K - $459K
|
5.59K
$429K
|
|
|
Jul 22, 2024
Q2 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
5.58K+ 8.06% |
$425K - $459K
|
74.9K
$5.75M
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
5.47K+ 92.76% |
$416K - $449K
|
11.4K
$872K
|
|
|
Jul 30, 2024
Q2 2024
|
Maple Capital Management, Inc.
|
BUY
|
- |
5.38K+ 24.12% |
$409K - $442K
|
27.7K
$2.12M
|
|
|
Aug 02, 2024
Q2 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
5.36K+ 30.39% |
$408K - $441K
|
23K
$1.77M
|
|
|
Aug 13, 2024
Q2 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
5.35K+ 17.12% |
$407K - $439K
|
36.6K
$2.81M
|
|
|
Aug 02, 2024
Q2 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.34K+ 3.84% |
$406K - $439K
|
145K
$11.1M
|
|
|
Jul 31, 2024
Q2 2024
|
Graypoint LLC
|
BUY
|
- |
5.23K+ 27.16% |
$398K - $430K
|
24.5K
$1.88M
|
|
|
Aug 09, 2024
Q2 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
5.21K+ 2603.0% |
$396K - $428K
|
5.41K
$415K
|
|
|
Jul 19, 2024
Q2 2024
|
Fulcrum Equity Management
|
BUY
|
- |
5.15KNew |
$392K - $423K
|
5.15K
$396K
|
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
5.13K+ 2.2% |
$390K - $422K
|
238K
$18.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
5KNew |
$380K - $411K
|
5K
$384K
|
|
|
Aug 07, 2024
Q2 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
4.94K+ 14.06% |
$376K - $406K
|
40.1K
$3.08M
|