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 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
17+ 0.81% |
$1.29K - $1.4K
|
2.11K
$165K
|
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
BUY
|
- |
17+ 0.37% |
$1.29K - $1.4K
|
4.66K
$363K
|
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
16+ 0.2% |
$1.22K - $1.31K
|
7.83K
$610K
|
|
|
Jul 30, 2024
Q2 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
16+ 0.26% |
$1.22K - $1.31K
|
6.09K
$475K
|
|
|
Aug 12, 2024
Q2 2024
|
Smh Capital Advisors Inc
|
BUY
|
- |
16+ 0.38% |
$1.22K - $1.31K
|
4.22K
$329K
|
|
|
Aug 13, 2024
Q2 2024
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
16+ 0.35% |
$1.22K - $1.31K
|
4.6K
$359K
|
|
|
Jul 29, 2024
Q2 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
15+ 0.14% |
$1.14K - $1.23K
|
11.1K
$865K
|
|
|
Aug 14, 2024
Q2 2024
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
14+ 0.02% |
$1.07K - $1.15K
|
66.6K
$5.19M
|
|
|
Aug 07, 2024
Q2 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
13+ 0.22% |
$989 - $1.07K
|
5.87K
$457K
|
|
|
Aug 12, 2024
Q2 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
13+ 0.07% |
$989 - $1.07K
|
18.1K
$1.41M
|
|
|
Jul 17, 2024
Q2 2024
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
12+ 0.27% |
$913 - $986
|
4.5K
$350K
|
|
|
Jul 26, 2024
Q2 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
10+ 0.39% |
$761 - $822
|
2.58K
$201K
|
|
|
Aug 08, 2024
Q2 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
10+ 0.18% |
$761 - $822
|
5.47K
$426K
|
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
10+ 0.8% |
$761 - $822
|
1.25K
$97.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
9+ 0.25% |
$685 - $739
|
3.55K
$277K
|
|
|
Aug 14, 2024
Q2 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
9+ 0.15% |
$685 - $739
|
5.96K
$464K
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
8+ 1.81% |
$609 - $657
|
450
$35.1K
|
|
|
Aug 05, 2024
Q2 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
8+ 0.14% |
$609 - $657
|
5.58K
$435K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
8+ 0.05% |
$609 - $657
|
17.2K
$1.34M
|
|
|
Aug 14, 2024
Q2 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
8+ 0.13% |
$609 - $657
|
6.09K
$474K
|
|
|
Aug 14, 2024
Q2 2024
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
8+ 0.15% |
$609 - $657
|
5.39K
$420K
|
|
|
Jul 15, 2024
Q2 2024
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
7+ 0.11% |
$533 - $575
|
6.62K
$516K
|
|
|
Jul 18, 2024
Q2 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
7+ 0.27% |
$533 - $575
|
2.59K
$202K
|
|
|
Jul 19, 2024
Q2 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
7+ 0.15% |
$533 - $575
|
4.54K
$353K
|
|
|
Aug 05, 2024
Q2 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
7+ 0.49% |
$533 - $575
|
1.43K
$111K
|
|
|
Aug 14, 2024
Q2 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7+ 0.09% |
$533 - $575
|
7.76K
$605K
|
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
6+ 0.03% |
$457 - $493
|
20.3K
$1.58M
|
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
BUY
|
- |
5+ 2.04% |
$380 - $411
|
250
$19.5K
|
|
|
Jul 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
5+ 27.78% |
$380 - $411
|
23
$1.79K
|
|
|
Jul 15, 2024
Q2 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
5+ 0.17% |
$380 - $411
|
2.97K
$231K
|
|
|
Aug 07, 2024
Q2 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
5+ 0.01% |
$380 - $411
|
49.2K
$3.83M
|
|
|
Jul 03, 2024
Q2 2024
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
4+ 0.04% |
$304 - $329
|
9.84K
$767K
|
|
|
Jul 12, 2024
Q2 2024
|
Gleason Group, Inc.
|
BUY
|
- |
4+ 1.75% |
$304 - $329
|
233
$18.2K
|
|
|
Jul 24, 2024
Q2 2024
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
4+ 0.08% |
$304 - $329
|
4.84K
$377K
|
|
|
Aug 14, 2024
Q2 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
4+ 0.93% |
$304 - $329
|
434
$33.8K
|
|
|
Jul 10, 2024
Q2 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
3+ 1.76% |
$228 - $246
|
173
$13.5K
|
|
|
Jul 17, 2024
Q2 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
3+ 0.01% |
$228 - $246
|
27.3K
$2.13M
|
|
|
Jul 19, 2024
Q2 2024
|
Zhang Financial LLC
|
BUY
|
- |
3+ 0.02% |
$228 - $246
|
14.6K
$1.14M
|
|
|
Jul 31, 2024
Q2 2024
|
Fusion Family Wealth LLC
|
BUY
|
- |
3+ 0.01% |
$228 - $246
|
20.7K
$1.61M
|
|
|
Aug 06, 2024
Q2 2024
|
Delta Financial Advisors LLC
|
BUY
|
- |
3+ 0.0% |
$228 - $246
|
69K
$5.38M
|
|
|
Jul 02, 2024
Q2 2024
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
2+ 0.06% |
$152 - $164
|
3.33K
$260K
|
|
|
Jul 11, 2024
Q2 2024
|
Wbh Advisory Inc
|
BUY
|
- |
2+ 0.01% |
$152 - $164
|
30.1K
$2.35M
|
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
2+ 0.16% |
$152 - $164
|
1.22K
$95.4K
|
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
2+ 0.09% |
$152 - $164
|
2.34K
$182K
|
|
|
Jul 19, 2024
Q2 2024
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
2+ 0.06% |
$152 - $164
|
3.21K
$250K
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2+ 0.02% |
$152 - $164
|
11.3K
$879K
|
|
|
Aug 06, 2024
Q2 2024
|
Glassman Wealth Services
|
BUY
|
- |
2+ 1.34% |
$152 - $164
|
151
$11.8K
|
|
|
Aug 07, 2024
Q2 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
2+ 0.72% |
$152 - $164
|
278
$21.7K
|
|
|
Aug 08, 2024
Q2 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
2+ 0.04% |
$152 - $164
|
5.39K
$420K
|
|
|
Aug 13, 2024
Q2 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
2+ 0.02% |
$152 - $164
|
11.7K
$915K
|