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 25, 2024
Q2 2024
|
Tfg Advisers LLC
|
BUY
|
- |
124+ 1.38% |
$9.44K - $10.2K
|
9.12K
$711K
|
|
|
Aug 12, 2024
Q2 2024
|
Ltg Capital LLC
|
BUY
|
- |
120+ 0.31% |
$9.13K - $9.86K
|
39.4K
$3.07M
|
|
|
Aug 09, 2024
Q2 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
117+ 4.08% |
$8.9K - $9.61K
|
2.99K
$233K
|
|
|
Jul 11, 2024
Q2 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
116+ 0.27% |
$8.83K - $9.53K
|
42.3K
$3.3M
|
|
|
Jul 25, 2024
Q2 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
116+ 1.24% |
$8.83K - $9.53K
|
9.48K
$739K
|
|
|
Aug 14, 2024
Q2 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
113+ 2.02% |
$8.6K - $9.28K
|
5.71K
$445K
|
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
112+ 2.52% |
$8.52K - $9.2K
|
4.55K
$354K
|
|
|
Jul 23, 2024
Q2 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
112+ 1.86% |
$8.52K - $9.2K
|
6.13K
$477K
|
|
|
Jul 08, 2024
Q2 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
103+ 1.31% |
$7.84K - $8.46K
|
7.94K
$619K
|
|
|
Aug 06, 2024
Q2 2024
|
Camden Capital, LLC
|
BUY
|
- |
103+ 1.06% |
$7.84K - $8.46K
|
9.79K
$763K
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
101+ 11.15% |
$7.69K - $8.3K
|
1.01K
$78.5K
|
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
100New |
$7.61K - $8.22K
|
100
$7.79K
|
|
|
Jul 25, 2024
Q2 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
100+ 2.15% |
$7.61K - $8.22K
|
4.76K
$370K
|
|
|
Aug 07, 2024
Q2 2024
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
100+ 0.91% |
$7.61K - $8.22K
|
11K
$859K
|
|
|
Aug 14, 2024
Q2 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
99+ 0.56% |
$7.53K - $8.13K
|
17.8K
$1.39M
|
|
|
Jul 10, 2024
Q2 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
98+ 2.84% |
$7.46K - $8.05K
|
3.55K
$276K
|
|
|
Jul 26, 2024
Q2 2024
|
Windsor Capital Management, LLC
|
BUY
|
- |
98+ 0.5% |
$7.46K - $8.05K
|
19.7K
$1.53M
|
|
|
Aug 01, 2024
Q2 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
98+ 0.55% |
$7.46K - $8.05K
|
18.1K
$1.41M
|
|
|
Nov 18, 2024
Q2 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
98+ 0.17% |
$7.46K - $8.05K
|
58.2K
$4.53M
|
|
|
Aug 06, 2024
Q2 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
97+ 1.2% |
$7.38K - $7.97K
|
8.2K
$639K
|
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
95+ 633.33% |
$7.23K - $7.81K
|
110
$8.57K
|
|
|
Jul 30, 2024
Q2 2024
|
Wp Advisors, LLC
|
BUY
|
- |
94+ 1.8% |
$7.15K - $7.72K
|
5.31K
$413K
|
|
|
Aug 09, 2024
Q2 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
93+ 1.53% |
$7.08K - $7.64K
|
6.19K
$482K
|
|
|
Aug 01, 2024
Q2 2024
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
92+ 0.72% |
$7K - $7.56K
|
12.8K
$998K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
91+ 1.26% |
$6.92K - $7.48K
|
7.31K
$570K
|
|
|
Aug 12, 2024
Q2 2024
|
Independent Advisor Alliance
|
BUY
|
- |
88+ 0.87% |
$6.7K - $7.23K
|
10.2K
$793K
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
87New |
$6.62K - $7.15K
|
87
$6.78K
|
|
|
Jul 24, 2024
Q2 2024
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
87+ 1.51% |
$6.62K - $7.15K
|
5.84K
$455K
|
|
|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
84+ 2.23% |
$6.39K - $6.9K
|
3.85K
$300K
|
|
|
Oct 28, 2024
Q2 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
80New |
$6.09K - $6.57K
|
80
$6.23K
|
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
79+ 2.82% |
$6.01K - $6.49K
|
2.88K
$224K
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
79+ 2.67% |
$6.01K - $6.49K
|
3.03K
$236K
|
|
|
Aug 05, 2024
Q2 2024
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
76+ 0.55% |
$5.78K - $6.24K
|
13.9K
$1.08M
|
|
|
Jul 08, 2024
Q2 2024
|
Boltwood Capital Management
|
BUY
|
- |
75+ 0.23% |
$5.71K - $6.16K
|
32.3K
$2.52M
|
|
|
Jul 12, 2024
Q2 2024
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
75+ 0.97% |
$5.71K - $6.16K
|
7.79K
$607K
|
|
|
Jul 18, 2024
Q2 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
74+ 0.77% |
$5.63K - $6.08K
|
9.69K
$755K
|
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
74+ 1.48% |
$5.63K - $6.08K
|
5.07K
$395K
|
|
|
Jul 17, 2024
Q2 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
73+ 0.91% |
$5.55K - $6K
|
8.12K
$632K
|
|
|
Aug 07, 2024
Q2 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
72+ 0.96% |
$5.48K - $5.92K
|
7.57K
$590K
|
|
|
Jul 23, 2024
Q2 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
68New |
$5.17K - $5.59K
|
68
$5.3K
|
|
|
Jul 25, 2024
Q2 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
68+ 0.82% |
$5.17K - $5.59K
|
8.32K
$648K
|
|
|
Jul 08, 2024
Q2 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
67+ 0.27% |
$5.1K - $5.5K
|
25K
$1.95M
|
|
|
Aug 09, 2024
Q2 2024
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
67+ 1.81% |
$5.1K - $5.5K
|
3.77K
$294K
|
|
|
Aug 13, 2024
Q2 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
66+ 1.63% |
$5.02K - $5.42K
|
4.13K
$322K
|
|
|
Jul 15, 2024
Q2 2024
|
First Community Trust Na
|
BUY
|
- |
65+ 2.73% |
$4.95K - $5.34K
|
2.44K
$190K
|
|
|
Jul 17, 2024
Q2 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
65+ 2.69% |
$4.95K - $5.34K
|
2.48K
$193K
|
|
|
Jul 30, 2024
Q2 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
65+ 0.41% |
$4.95K - $5.34K
|
16K
$1.25M
|
|
|
Jul 12, 2024
Q2 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
64+ 0.18% |
$4.87K - $5.26K
|
35.3K
$2.75M
|
|
|
Jul 03, 2024
Q2 2024
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
63+ 5.28% |
$4.79K - $5.18K
|
1.26K
$97.9K
|
|
|
Jul 09, 2024
Q2 2024
|
Adirondack Trust CO
|
BUY
|
- |
61+ 0.53% |
$4.64K - $5.01K
|
11.5K
$897K
|