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 07, 2024
Q2 2024
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
60+ 0.8% |
$4.57K - $4.93K
|
7.53K
$587K
|
|
|
Aug 09, 2024
Q2 2024
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
59+ 0.99% |
$4.49K - $4.85K
|
5.99K
$467K
|
|
|
Jul 22, 2024
Q2 2024
|
Santori & Peters, Inc.
|
BUY
|
- |
56+ 0.11% |
$4.26K - $4.6K
|
53.2K
$4.14M
|
|
|
Jul 26, 2024
Q2 2024
|
Leisure Capital Management
|
BUY
|
- |
54+ 0.83% |
$4.11K - $4.44K
|
6.54K
$510K
|
|
|
Aug 13, 2024
Q2 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
53+ 1.0% |
$4.03K - $4.35K
|
5.35K
$417K
|
|
|
Aug 06, 2024
Q2 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
52+ 0.64% |
$3.96K - $4.27K
|
8.2K
$639K
|
|
|
Jul 10, 2024
Q2 2024
|
Trinity Financial Advisors LLC
|
BUY
|
- |
51+ 0.29% |
$3.88K - $4.19K
|
17.6K
$1.37M
|
|
|
Jul 19, 2024
Q2 2024
|
Willner & Heller, LLC
|
BUY
|
- |
50+ 1.81% |
$3.8K - $4.11K
|
2.81K
$219K
|
|
|
Aug 13, 2024
Q2 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
50+ 1.17% |
$3.8K - $4.11K
|
4.33K
$337K
|
|
|
Jul 18, 2024
Q2 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
48+ 1.6% |
$3.65K - $3.94K
|
3.05K
$237K
|
|
|
Jul 29, 2024
Q2 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
48+ 1.19% |
$3.65K - $3.94K
|
4.08K
$318K
|
|
|
Aug 02, 2024
Q2 2024
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
48+ 1.11% |
$3.65K - $3.94K
|
4.39K
$342K
|
|
|
Jul 30, 2024
Q2 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
47+ 1.64% |
$3.58K - $3.86K
|
2.92K
$227K
|
|
|
Jul 31, 2024
Q2 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
47+ 0.69% |
$3.58K - $3.86K
|
6.82K
$532K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
45+ 5.67% |
$3.42K - $3.7K
|
838
$65.3K
|
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
44+ 1.69% |
$3.35K - $3.62K
|
2.65K
$206K
|
|
|
Jul 29, 2024
Q2 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
43+ 1.77% |
$3.27K - $3.53K
|
2.47K
$192K
|
|
|
Jul 30, 2024
Q2 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
42+ 0.12% |
$3.2K - $3.45K
|
35.4K
$2.76M
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
42+ 0.81% |
$3.2K - $3.45K
|
5.23K
$407K
|
|
|
Aug 13, 2024
Q2 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
41+ 0.11% |
$3.12K - $3.37K
|
38.9K
$3.03M
|
|
|
Aug 12, 2024
Q2 2024
|
Garner Asset Management Corp
|
BUY
|
- |
40+ 0.83% |
$3.04K - $3.29K
|
4.86K
$379K
|
|
|
Jul 18, 2024
Q2 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
39+ 1.26% |
$2.97K - $3.2K
|
3.14K
$244K
|
|
|
Aug 07, 2024
Q2 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
39+ 0.99% |
$2.97K - $3.2K
|
3.97K
$309K
|
|
|
Aug 13, 2024
Q2 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
39+ 0.18% |
$2.97K - $3.2K
|
21.3K
$1.66M
|
|
|
Jul 08, 2024
Q2 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
36+ 1.18% |
$2.74K - $2.96K
|
3.1K
$241K
|
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
35+ 1.66% |
$2.66K - $2.88K
|
2.14K
$167K
|
|
|
Aug 02, 2024
Q2 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
34+ 0.6% |
$2.59K - $2.79K
|
5.71K
$444K
|
|
|
Jul 09, 2024
Q2 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
33+ 75.0% |
$2.51K - $2.71K
|
77
$6K
|
|
|
Jul 31, 2024
Q2 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
32+ 0.19% |
$2.43K - $2.63K
|
16.7K
$1.3M
|
|
|
Aug 06, 2024
Q2 2024
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
31+ 0.12% |
$2.36K - $2.55K
|
26.6K
$2.07M
|
|
|
Aug 12, 2024
Q2 2024
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
30+ 0.23% |
$2.28K - $2.46K
|
13.2K
$1.03M
|
|
|
Aug 13, 2024
Q2 2024
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
30+ 1.85% |
$2.28K - $2.46K
|
1.65K
$129K
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
30+ 0.43% |
$2.28K - $2.46K
|
7.08K
$552K
|
|
|
Aug 02, 2024
Q2 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
29+ 0.45% |
$2.21K - $2.38K
|
6.4K
$499K
|
|
|
Jul 05, 2024
Q2 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
27+ 1.82% |
$2.05K - $2.22K
|
1.51K
$118K
|
|
|
Jul 12, 2024
Q2 2024
|
Cornerstone Wealth Advisors, Inc.
|
BUY
|
- |
25+ 0.64% |
$1.9K - $2.05K
|
3.91K
$304K
|
|
|
Jul 16, 2024
Q2 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
25+ 0.49% |
$1.9K - $2.05K
|
5.17K
$403K
|
|
|
Aug 02, 2024
Q2 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
25+ 0.49% |
$1.9K - $2.05K
|
5.11K
$398K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
24+ 1.54% |
$1.83K - $1.97K
|
1.59K
$124K
|
|
|
Aug 02, 2024
Q2 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
21+ 0.12% |
$1.6K - $1.73K
|
18.1K
$1.41M
|
|
|
Aug 06, 2024
Q2 2024
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
21+ 0.29% |
$1.6K - $1.73K
|
7.36K
$573K
|
|
|
Aug 13, 2024
Q2 2024
|
First City Capital Management, Inc.
|
BUY
|
- |
21+ 0.5% |
$1.6K - $1.73K
|
4.24K
$330K
|
|
|
Aug 14, 2024
Q2 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
21+ 0.22% |
$1.6K - $1.73K
|
9.63K
$751K
|
|
|
Jul 18, 2024
Q2 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
20+ 0.11% |
$1.52K - $1.64K
|
18.7K
$1.46M
|
|
|
Jul 22, 2024
Q2 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
20+ 7.35% |
$1.52K - $1.64K
|
292
$22.7K
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
BUY
|
- |
20+ 0.03% |
$1.52K - $1.64K
|
71.6K
$5.58M
|
|
|
Jul 08, 2024
Q2 2024
|
Fc Advisory LLC
|
BUY
|
- |
19+ 0.63% |
$1.45K - $1.56K
|
3.01K
$235K
|
|
|
Aug 05, 2024
Q2 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
19+ 0.21% |
$1.45K - $1.56K
|
8.99K
$701K
|
|
|
Aug 12, 2024
Q2 2024
|
Wealthgate Family Office, LLC
|
BUY
|
- |
19+ 0.19% |
$1.45K - $1.56K
|
9.8K
$764K
|
|
|
Jul 17, 2024
Q2 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
18+ 0.17% |
$1.37K - $1.48K
|
10.8K
$844K
|