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 06, 2024
Q2 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-99- 1.26% |
$7.53K - $8.13K
|
7.75K
$603K
|
|
|
Jul 15, 2024
Q2 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-100- 1.52% |
$7.61K - $8.22K
|
6.47K
$504K
|
|
|
Jul 22, 2024
Q2 2024
|
Hall Laurie J Trustee
|
SELL
|
- |
-100- 0.42% |
$7.61K - $8.22K
|
23.8K
$1.86M
|
|
|
Jul 29, 2024
Q2 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-100- 2.15% |
$7.61K - $8.22K
|
4.54K
$354K
|
|
|
Aug 09, 2024
Q2 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-102- 0.96% |
$7.76K - $8.38K
|
10.5K
$818K
|
|
|
Jul 08, 2024
Q2 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-106- 4.62% |
$8.07K - $8.71K
|
2.19K
$171K
|
|
|
Jul 18, 2024
Q2 2024
|
Private Capital Management LLC
|
SELL
|
- |
-111- 0.56% |
$8.45K - $9.12K
|
19.7K
$1.54M
|
|
|
Jul 22, 2024
Q2 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-111- 1.48% |
$8.45K - $9.12K
|
7.38K
$575K
|
|
|
Jul 22, 2024
Q2 2024
|
Brickley Wealth Management
|
SELL
|
- |
-113- 0.08% |
$8.6K - $9.28K
|
142K
$11.1M
|
|
|
Jul 15, 2024
Q2 2024
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-114- 0.7% |
$8.67K - $9.37K
|
16.1K
$1.26M
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-118- 1.52% |
$8.98K - $9.69K
|
7.65K
$596K
|
|
|
Aug 02, 2024
Q2 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-119- 0.26% |
$9.05K - $9.78K
|
46.3K
$3.61M
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-121- 0.3% |
$9.21K - $9.94K
|
39.8K
$3.1M
|
|
|
Aug 01, 2024
Q2 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-123- 1.69% |
$9.36K - $10.1K
|
7.14K
$557K
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-125- 2.48% |
$9.51K - $10.3K
|
4.92K
$383K
|
|
|
Jul 25, 2024
Q2 2024
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-125- 1.08% |
$9.51K - $10.3K
|
11.5K
$896K
|
|
|
Jul 25, 2024
Q2 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
SELL
|
- |
-126- 3.77% |
$9.59K - $10.4K
|
3.22K
$251K
|
|
|
Jul 22, 2024
Q2 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-128- 2.33% |
$9.74K - $10.5K
|
5.37K
$418K
|
|
|
Jul 29, 2024
Q2 2024
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
SELL
|
- |
-128- 2.03% |
$9.74K - $10.5K
|
6.18K
$481K
|
|
|
Jul 22, 2024
Q2 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-129- 1.85% |
$9.82K - $10.6K
|
6.83K
$532K
|
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-129- 8.33% |
$9.82K - $10.6K
|
1.42K
$111K
|
|
|
Jul 25, 2024
Q2 2024
|
Pioneer Trust Bank N A
Salem, OR |
SELL
|
- |
-133- 2.49% |
$10.1K - $10.9K
|
5.2K
$405K
|
|
|
Jul 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-134- 4.92% |
$10.2K - $11K
|
2.59K
$202K
|
|
|
Aug 07, 2024
Q2 2024
|
Biltmore Family Office, LLC
|
SELL
|
- |
-135- 0.49% |
$10.3K - $11.1K
|
27.5K
$2.14M
|
|
|
Aug 12, 2024
Q2 2024
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-137- 0.97% |
$10.4K - $11.3K
|
14K
$1.09M
|
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-139- 2.08% |
$10.6K - $11.4K
|
6.55K
$510K
|
|
|
Jul 24, 2024
Q2 2024
|
Grove Bank & Trust
|
SELL
|
- |
-142- 0.19% |
$10.8K - $11.7K
|
76.2K
$5.93M
|
|
|
Aug 02, 2024
Q2 2024
|
Congress Asset Management CO
|
SELL
|
- |
-145- 0.55% |
$11K - $11.9K
|
26.1K
$2.03M
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-147- 80.77% |
$11.2K - $12.1K
|
35
$2.73K
|
|
|
Aug 14, 2024
Q2 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-150- 0.59% |
$11.4K - $12.3K
|
25.2K
$1.96M
|
|
|
Aug 06, 2024
Q2 2024
|
Tru Independence LLC
|
SELL
|
- |
-153- 1.47% |
$11.6K - $12.6K
|
10.2K
$798K
|
|
|
Aug 08, 2024
Q2 2024
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-158- 0.46% |
$12K - $13K
|
33.8K
$2.64M
|
|
|
Aug 08, 2024
Q2 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-159- 1.12% |
$12.1K - $13.1K
|
14K
$1.09M
|
|
|
Aug 05, 2024
Q2 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-160- 1.02% |
$12.2K - $13.1K
|
15.5K
$1.21M
|
|
|
Aug 09, 2024
Q2 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-160- 0.29% |
$12.2K - $13.1K
|
55.8K
$4.35M
|
|
|
Jul 18, 2024
Q2 2024
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-166- 1.63% |
$12.6K - $13.6K
|
10K
$780K
|
|
|
Jul 23, 2024
Q2 2024
|
First Bancorp, Inc
|
SELL
|
- |
-167- 0.9% |
$12.7K - $13.7K
|
18.5K
$1.44M
|
|
|
Jul 03, 2024
Q2 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-168- 0.46% |
$12.8K - $13.8K
|
36.1K
$2.82M
|
|
|
Aug 14, 2024
Q2 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-168- 0.17% |
$12.8K - $13.8K
|
101K
$7.89M
|
|
|
Jul 31, 2024
Q2 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-169- 1.06% |
$12.9K - $13.9K
|
15.7K
$1.22M
|
|
|
Jul 12, 2024
Q2 2024
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-170- 2.63% |
$12.9K - $14K
|
6.3K
$491K
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
SELL
|
- |
-172- 4.8% |
$13.1K - $14.1K
|
3.41K
$266K
|
|
|
Jul 10, 2024
Q2 2024
|
Greenfield Savings Bank
|
SELL
|
- |
-175- 1.0% |
$13.3K - $14.4K
|
17.3K
$1.35M
|
|
|
Jul 30, 2024
Q2 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-175- 1.48% |
$13.3K - $14.4K
|
11.6K
$906K
|
|
|
Jul 15, 2024
Q2 2024
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-179- 1.6% |
$13.6K - $14.7K
|
11K
$855K
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-180- 0.36% |
$13.7K - $14.8K
|
49.2K
$3.84M
|
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-181- 2.92% |
$13.8K - $14.9K
|
6.02K
$469K
|
|
|
Jul 31, 2024
Q2 2024
|
Bray Capital Advisors
|
SELL
|
- |
-184- 0.27% |
$14K - $15.1K
|
68.3K
$5.32M
|
|
|
Aug 14, 2024
Q2 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-185- 0.39% |
$14.1K - $15.2K
|
47.4K
$3.69M
|
|
|
Aug 01, 2024
Q2 2024
|
Lcm Capital Management Inc
|
SELL
|
- |
-186- 0.24% |
$14.2K - $15.3K
|
78.3K
$6.1M
|