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 02, 2024
Q2 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-37- 1.19% |
$2.82K - $3.04K
|
3.06K
$238K
|
|
|
Jul 31, 2024
Q2 2024
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-38- 0.28% |
$2.89K - $3.12K
|
13.8K
$1.07M
|
|
|
Jul 12, 2024
Q2 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-40- 0.27% |
$3.04K - $3.29K
|
14.5K
$1.13M
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-41- 2.11% |
$3.12K - $3.37K
|
1.91K
$148K
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-43- 0.99% |
$3.27K - $3.53K
|
4.29K
$334K
|
|
|
Aug 14, 2024
Q2 2024
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-44- 0.13% |
$3.35K - $3.62K
|
33.8K
$2.63M
|
|
|
Jul 26, 2024
Q2 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-45- 2.42% |
$3.42K - $3.7K
|
1.82K
$142K
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-45- 0.27% |
$3.42K - $3.7K
|
16.7K
$1.3M
|
|
|
Aug 06, 2024
Q2 2024
|
Waddell & Associates, LLC
|
SELL
|
- |
-45- 0.1% |
$3.42K - $3.7K
|
43.7K
$3.4M
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-48- 0.86% |
$3.65K - $3.94K
|
5.55K
$433K
|
|
|
Aug 12, 2024
Q2 2024
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-49- 12.1% |
$3.73K - $4.03K
|
356
$27.7K
|
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-50- 0.24% |
$3.8K - $4.11K
|
21.2K
$1.65M
|
|
|
Aug 13, 2024
Q2 2024
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-50- 0.69% |
$3.8K - $4.11K
|
7.17K
$559K
|
|
|
Aug 05, 2024
Q2 2024
|
Defined Wealth Management, LLC
|
SELL
|
- |
-52- 0.14% |
$3.96K - $4.27K
|
37.7K
$2.94M
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
SELL
|
- |
-53- 3.06% |
$4.03K - $4.35K
|
1.68K
$131K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-53- 0.27% |
$4.03K - $4.35K
|
19.4K
$1.51M
|
|
|
Aug 13, 2024
Q2 2024
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-55- 1.94% |
$4.18K - $4.52K
|
2.77K
$216K
|
|
|
Jul 18, 2024
Q2 2024
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-58- 2.07% |
$4.41K - $4.77K
|
2.74K
$213K
|
|
|
Jul 29, 2024
Q2 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-60- 0.08% |
$4.57K - $4.93K
|
75.1K
$5.85M
|
|
|
Jul 30, 2024
Q2 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-62- 1.4% |
$4.72K - $5.09K
|
4.37K
$340K
|
|
|
Aug 14, 2024
Q2 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-65- 0.73% |
$4.95K - $5.34K
|
8.78K
$684K
|
|
|
Jul 22, 2024
Q2 2024
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-69- 0.27% |
$5.25K - $5.67K
|
25.3K
$1.97M
|
|
|
Jul 24, 2024
Q2 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-69- 0.18% |
$5.25K - $5.67K
|
38.1K
$2.97M
|
|
|
Jul 10, 2024
Q2 2024
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-75- 0.57% |
$5.71K - $6.16K
|
13.1K
$1.02M
|
|
|
Jul 18, 2024
Q2 2024
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-75- 0.74% |
$5.71K - $6.16K
|
10K
$780K
|
|
|
Jul 30, 2024
Q2 2024
|
Tfb Advisors LLC
Overland Park, KS |
SELL
|
- |
-75- 2.38% |
$5.71K - $6.16K
|
3.07K
$239K
|
|
|
Aug 13, 2024
Q2 2024
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-75- 1.25% |
$5.71K - $6.16K
|
5.92K
$461K
|
|
|
Aug 06, 2024
Q2 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-80- 0.18% |
$6.09K - $6.57K
|
44.1K
$3.44M
|
|
|
Aug 06, 2024
Q2 2024
|
Umpqua Bank
Lake Oswego, OR |
SELL
|
- |
-80- 0.33% |
$6.09K - $6.57K
|
24.5K
$1.91M
|
|
|
Aug 09, 2024
Q2 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-80- 2.19% |
$6.09K - $6.57K
|
3.57K
$278K
|
|
|
Aug 13, 2024
Q2 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-81- 0.75% |
$6.16K - $6.65K
|
10.7K
$834K
|
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
SELL
|
- |
-83- 2.03% |
$6.32K - $6.82K
|
4.01K
$312K
|
|
|
Jul 11, 2024
Q2 2024
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-84- 0.61% |
$6.39K - $6.9K
|
13.7K
$1.07M
|
|
|
Jul 15, 2024
Q2 2024
|
West Financial Advisors, LLC
|
SELL
|
- |
-86- 15.14% |
$6.54K - $7.07K
|
482
$37.6K
|
|
|
Aug 09, 2024
Q2 2024
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-86- 0.38% |
$6.54K - $7.07K
|
22.5K
$1.75M
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-87- 2.17% |
$6.62K - $7.15K
|
3.92K
$305K
|
|
|
Jul 22, 2024
Q2 2024
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-89- 2.59% |
$6.77K - $7.31K
|
3.35K
$261K
|
|
|
Jul 26, 2024
Q2 2024
|
Ti Trust, Inc
|
SELL
|
- |
-89- 1.21% |
$6.77K - $7.31K
|
7.25K
$565K
|
|
|
Aug 01, 2024
Q2 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-89- 1.58% |
$6.77K - $7.31K
|
5.55K
$432K
|
|
|
Jul 25, 2024
Q2 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-90- 0.81% |
$6.85K - $7.39K
|
11K
$853K
|
|
|
Aug 09, 2024
Q2 2024
|
Hassell Wealth Management, LLC
Houma, LA |
SELL
|
- |
-91- 1.91% |
$6.92K - $7.48K
|
4.67K
$363K
|
|
|
Jul 12, 2024
Q2 2024
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-92- 0.58% |
$7K - $7.56K
|
15.7K
$1.22M
|
|
|
Jul 16, 2024
Q2 2024
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-94- 2.03% |
$7.15K - $7.72K
|
4.54K
$354K
|
|
|
Aug 09, 2024
Q2 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-95- 0.18% |
$7.23K - $7.81K
|
53.1K
$4.14M
|
|
|
Aug 13, 2024
Q2 2024
|
Fca Corp
Houston, TX |
SELL
|
- |
-95- 0.9% |
$7.23K - $7.81K
|
10.4K
$814K
|
|
|
Aug 12, 2024
Q2 2024
|
Awm Capital, LLC
|
SELL
|
- |
-96- 2.64% |
$7.3K - $7.89K
|
3.54K
$276K
|
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-97- 61.78% |
$7.38K - $7.97K
|
60
$4.67K
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-98- 0.23% |
$7.46K - $8.05K
|
43.2K
$3.37M
|
|
|
Jul 31, 2024
Q2 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-98- 0.6% |
$7.46K - $8.05K
|
16.3K
$1.27M
|
|
|
Jul 30, 2024
Q2 2024
|
Clarity Financial LLC
|
SELL
|
- |
-99- 1.3% |
$7.53K - $8.13K
|
7.53K
$587K
|