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 15, 2024
Q2 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
801+ 1.63% |
$60.9K - $65.8K
|
50K
$3.9M
|
|
Aug 14, 2024
Q2 2024
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
795+ 4.79% |
$60.5K - $65.3K
|
17.4K
$1.36M
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
786+ 1.73% |
$59.8K - $64.6K
|
46.1K
$3.59M
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
769+ 1.6% |
$58.5K - $63.2K
|
48.9K
$3.81M
|
|
Jul 12, 2024
Q2 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
763+ 8.71% |
$58.1K - $62.7K
|
9.52K
$742K
|
|
Aug 14, 2024
Q2 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
762+ 1.91% |
$58K - $62.6K
|
40.7K
$3.17M
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
756+ 0.93% |
$57.5K - $62.1K
|
81.9K
$6.38M
|
|
Aug 12, 2024
Q2 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
753+ 1.03% |
$57.3K - $61.9K
|
73.9K
$5.75M
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
750+ 3.94% |
$57.1K - $61.6K
|
19.8K
$1.54M
|
|
Jul 11, 2024
Q2 2024
|
Amarillo National Bank
|
BUY
|
- |
749+ 0.48% |
$57K - $61.5K
|
157K
$12.3M
|
|
Jul 10, 2024
Q2 2024
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
740+ 2.62% |
$56.3K - $60.8K
|
29K
$2.26M
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
734+ 4.5% |
$55.9K - $60.3K
|
17.1K
$1.33M
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
727+ 0.37% |
$55.3K - $59.7K
|
196K
$15.2M
|
|
Jul 16, 2024
Q2 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
725+ 8.69% |
$55.2K - $59.6K
|
9.07K
$706K
|
|
Aug 07, 2024
Q2 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
718+ 1.44% |
$54.6K - $59K
|
50.5K
$3.94M
|
|
Aug 13, 2024
Q2 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
716+ 2.73% |
$54.5K - $58.8K
|
27K
$2.1M
|
|
Aug 02, 2024
Q2 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
715+ 18.72% |
$54.4K - $58.7K
|
4.54K
$353K
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
710+ 0.14% |
$54K - $58.3K
|
498K
$38.8M
|
|
Jul 16, 2024
Q2 2024
|
Diversified Trust CO
|
BUY
|
- |
709+ 0.54% |
$53.9K - $58.3K
|
133K
$10.4M
|
|
Aug 07, 2024
Q2 2024
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
685+ 25.82% |
$52.1K - $56.3K
|
3.34K
$260K
|
|
Aug 08, 2024
Q2 2024
|
William Blair Investment Management, LLC
Chicago, IL |
BUY
|
- |
675+ 340.91% |
$51.4K - $55.5K
|
873
$68K
|
|
Jul 09, 2024
Q2 2024
|
Trust CO Of Vermont
|
BUY
|
- |
674+ 3.91% |
$51.3K - $55.4K
|
17.9K
$1.39M
|
|
Aug 13, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
669+ 0.61% |
$50.9K - $55K
|
111K
$8.62M
|
|
Nov 14, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
669+ 0.61% |
$50.9K - $55K
|
111K
$8.62M
|
|
Jul 30, 2024
Q2 2024
|
Financial Services Advisory Inc
|
BUY
|
- |
663+ 4.29% |
$50.4K - $54.5K
|
16.1K
$1.26M
|
|
Aug 14, 2024
Q2 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
660+ 2.3% |
$50.2K - $54.2K
|
29.3K
$2.28M
|
|
Aug 13, 2024
Q2 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
644+ 5.47% |
$49K - $52.9K
|
12.4K
$968K
|
|
Aug 02, 2024
Q2 2024
|
Colony Family Offices, LLC
|
BUY
|
- |
629+ 3.02% |
$47.9K - $51.7K
|
21.5K
$1.67M
|
|
Jul 12, 2024
Q2 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
624+ 3.47% |
$47.5K - $51.3K
|
18.6K
$1.45M
|
|
Jul 24, 2024
Q2 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
622+ 223.74% |
$47.3K - $51.1K
|
900
$70.1K
|
|
Jul 25, 2024
Q2 2024
|
Simpli Fi, Inc.
|
BUY
|
- |
615+ 7.84% |
$46.8K - $50.5K
|
8.46K
$659K
|
|
Aug 09, 2024
Q2 2024
|
Connors Investor Services Inc
Wyomissing, PA |
BUY
|
- |
605+ 0.91% |
$46K - $49.7K
|
66.8K
$5.2M
|
|
Jul 11, 2024
Q2 2024
|
Cambridge Advisors Inc.
|
BUY
|
- |
600+ 4.11% |
$45.7K - $49.3K
|
15.2K
$1.18M
|
|
Aug 05, 2024
Q2 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
581+ 1.28% |
$44.2K - $47.7K
|
46.1K
$3.59M
|
|
Jul 22, 2024
Q2 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
579+ 2.52% |
$44.1K - $47.6K
|
23.6K
$1.84M
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
577+ 1.62% |
$43.9K - $47.4K
|
36.1K
$2.82M
|
|
Aug 06, 2024
Q2 2024
|
Tap Consulting, LLC
|
BUY
|
- |
571+ 0.85% |
$43.4K - $46.9K
|
68K
$5.29M
|
|
Jul 25, 2024
Q2 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
569+ 5.89% |
$43.3K - $46.7K
|
10.2K
$797K
|
|
Aug 01, 2024
Q2 2024
|
Welch & Forbes LLC
|
BUY
|
- |
566+ 1.96% |
$43.1K - $46.5K
|
29.4K
$2.29M
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
565New |
$43K - $46.4K
|
565
$44K
|
|
Jul 11, 2024
Q2 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
565New |
$43K - $46.4K
|
565
$44K
|
|
Jul 09, 2024
Q2 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
560+ 0.29% |
$42.6K - $46K
|
191K
$14.9M
|
|
Jul 19, 2024
Q2 2024
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
560+ 0.12% |
$42.6K - $46K
|
459K
$35.8M
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
536+ 1.94% |
$40.8K - $44K
|
28.2K
$2.2M
|
|
Aug 05, 2024
Q2 2024
|
Advisor Os, LLC
|
BUY
|
- |
521+ 2.01% |
$39.6K - $42.8K
|
26.4K
$2.06M
|
|
Jul 17, 2024
Q2 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
517New |
$39.3K - $42.5K
|
517
$40.3K
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
515+ 0.14% |
$39.2K - $42.3K
|
357K
$27.8M
|
|
Aug 14, 2024
Q2 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
510+ 0.99% |
$38.8K - $41.9K
|
52.1K
$4.06M
|
|
Aug 01, 2024
Q2 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
500+ 18.49% |
$38K - $41.1K
|
3.2K
$250K
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
499+ 5.0% |
$38K - $41K
|
10.5K
$816K
|