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
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
487+ 12.92% |
$37.1K - $40K
|
4.26K
$330K
|
|
Aug 13, 2024
Q2 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
483+ 5.19% |
$36.8K - $39.7K
|
9.8K
$759K
|
|
Aug 13, 2024
Q2 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
468+ 1.04% |
$35.6K - $38.5K
|
45.3K
$3.51M
|
|
Aug 02, 2024
Q2 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
460+ 3.18% |
$35K - $37.8K
|
14.9K
$1.16M
|
|
Aug 14, 2024
Q2 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
457+ 0.61% |
$34.8K - $37.5K
|
75.6K
$5.86M
|
|
Aug 13, 2024
Q2 2024
|
Fairscale Capital, LLC
Nashua, NH |
BUY
|
- |
454New |
$34.5K - $37.3K
|
454
$35.2K
|
|
Aug 05, 2024
Q2 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
447+ 2.19% |
$34K - $36.7K
|
20.9K
$1.62M
|
|
Jul 08, 2024
Q2 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
BUY
|
- |
441New |
$33.6K - $36.2K
|
441
$34.2K
|
|
Aug 08, 2024
Q2 2024
|
Meritage Portfolio Management
|
BUY
|
- |
435+ 14.62% |
$33.1K - $35.7K
|
3.41K
$264K
|
|
Aug 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
434+ 1.12% |
$33K - $35.7K
|
39K
$3.03M
|
|
Aug 09, 2024
Q2 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
432+ 1.57% |
$32.9K - $35.5K
|
27.9K
$2.16M
|
|
Jul 15, 2024
Q2 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
419+ 9.92% |
$31.9K - $34.4K
|
4.64K
$360K
|
|
Jul 26, 2024
Q2 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
410+ 3.7% |
$31.2K - $33.7K
|
11.5K
$892K
|
|
Aug 08, 2024
Q2 2024
|
Vista Capital Partners, Inc.
|
BUY
|
- |
405+ 8.21% |
$30.8K - $33.3K
|
5.34K
$414K
|
|
Jul 12, 2024
Q2 2024
|
Bath Savings Trust CO
|
BUY
|
- |
400+ 6.94% |
$30.4K - $32.9K
|
6.16K
$478K
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
400+ 18.72% |
$30.4K - $32.9K
|
2.54K
$197K
|
|
Aug 07, 2024
Q2 2024
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
BUY
|
- |
385+ 8.27% |
$29.3K - $31.6K
|
5.04K
$391K
|
|
Jul 15, 2024
Q2 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
381+ 0.78% |
$29K - $31.3K
|
49.4K
$3.83M
|
|
Jul 15, 2024
Q2 2024
|
Wedmont Private Capital
|
BUY
|
- |
380+ 2.37% |
$28.9K - $31.2K
|
16.4K
$1.27M
|
|
Jul 10, 2024
Q2 2024
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
373+ 4.98% |
$28.4K - $30.6K
|
7.86K
$609K
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
365+ 6.37% |
$27.8K - $30K
|
6.09K
$472K
|
|
Jul 29, 2024
Q2 2024
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
362+ 1.8% |
$27.5K - $29.7K
|
20.5K
$1.59M
|
|
Aug 07, 2024
Q2 2024
|
Madden Advisory Services, Inc.
|
BUY
|
- |
356+ 0.4% |
$27.1K - $29.2K
|
89.9K
$6.97M
|
|
Aug 14, 2024
Q2 2024
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
351+ 0.57% |
$26.7K - $28.8K
|
62K
$4.81M
|
|
Jul 08, 2024
Q2 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
349+ 5.74% |
$26.6K - $28.7K
|
6.43K
$498K
|
|
Jul 16, 2024
Q2 2024
|
Apeiron Ria LLC
|
BUY
|
- |
349+ 4.21% |
$26.6K - $28.7K
|
8.64K
$670K
|
|
Jul 15, 2024
Q2 2024
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
342+ 12.74% |
$26K - $28.1K
|
3.03K
$235K
|
|
Aug 09, 2024
Q2 2024
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
340+ 0.39% |
$25.9K - $27.9K
|
87.2K
$6.76M
|
|
Aug 08, 2024
Q2 2024
|
Sym Financial Corp
|
BUY
|
- |
334New |
$25.4K - $27.4K
|
334
$25.9K
|
|
Aug 13, 2024
Q2 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
333+ 1.35% |
$25.3K - $27.4K
|
25.1K
$1.94M
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
324+ 2.58% |
$24.7K - $26.6K
|
12.9K
$998K
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
323New |
$24.6K - $26.5K
|
323
$25K
|
|
Jul 18, 2024
Q2 2024
|
Well Done, LLC
|
BUY
|
- |
320+ 1.78% |
$24.3K - $26.3K
|
18.3K
$1.42M
|
|
Aug 14, 2024
Q2 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
320+ 1.33% |
$24.3K - $26.3K
|
24.4K
$1.89M
|
|
Jul 30, 2024
Q2 2024
|
St. Louis Trust CO
|
BUY
|
- |
315+ 0.29% |
$24K - $25.9K
|
109K
$8.46M
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
312+ 1.08% |
$23.7K - $25.6K
|
29.1K
$2.26M
|
|
Jul 30, 2024
Q2 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
311+ 5.87% |
$23.7K - $25.6K
|
5.61K
$435K
|
|
Oct 31, 2024
Q2 2024
|
Westshore Wealth, LLC
|
BUY
|
- |
301+ 1.12% |
$22.9K - $24.7K
|
27.1K
$2.1M
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
297+ 1.68% |
$22.6K - $24.4K
|
18K
$1.39M
|
|
Jul 16, 2024
Q2 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
280+ 1.82% |
$21.3K - $23K
|
15.7K
$1.22M
|
|
Aug 07, 2024
Q2 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
280New |
$21.3K - $23K
|
280
$21.7K
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
275+ 2.55% |
$20.9K - $22.6K
|
11.1K
$859K
|
|
Aug 14, 2024
Q2 2024
|
Wms Partners, LLC
|
BUY
|
- |
274+ 8.14% |
$20.8K - $22.5K
|
3.64K
$282K
|
|
Jul 17, 2024
Q2 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
266+ 3.75% |
$20.2K - $21.9K
|
7.36K
$570K
|
|
Jul 18, 2024
Q2 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
265+ 7.1% |
$20.2K - $21.8K
|
4K
$310K
|
|
Aug 13, 2024
Q2 2024
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
260+ 0.87% |
$19.8K - $21.4K
|
30.2K
$2.34M
|
|
Aug 13, 2024
Q2 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
BUY
|
- |
258New |
$19.6K - $21.2K
|
258
$20K
|
|
Jul 16, 2024
Q2 2024
|
Farmers Trust CO
|
BUY
|
- |
252+ 0.72% |
$19.2K - $20.7K
|
35.4K
$2.75M
|
|
Jul 16, 2024
Q2 2024
|
Keudell
|
BUY
|
- |
250+ 2.6% |
$19K - $20.5K
|
9.85K
$763K
|
|
Aug 06, 2024
Q2 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
249+ 3.21% |
$18.9K - $20.5K
|
8.01K
$621K
|