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 14, 2024
Q2 2024
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-150- 0.59% |
$11.4K - $12.3K
|
25.2K
$2.25M
|
|
|
Aug 06, 2024
Q2 2024
|
Tru Independence LLC
|
SELL
|
- |
-153- 1.47% |
$11.6K - $12.6K
|
10.2K
$914K
|
|
|
Aug 08, 2024
Q2 2024
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-158- 0.46% |
$12K - $13K
|
33.8K
$3.02M
|
|
|
Aug 08, 2024
Q2 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-159- 1.12% |
$12.1K - $13.1K
|
14K
$1.25M
|
|
|
Aug 05, 2024
Q2 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-160- 1.02% |
$12.2K - $13.1K
|
15.5K
$1.39M
|
|
|
Aug 09, 2024
Q2 2024
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-160- 0.29% |
$12.2K - $13.1K
|
55.8K
$4.98M
|
|
|
Jul 18, 2024
Q2 2024
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-166- 1.63% |
$12.6K - $13.6K
|
10K
$893K
|
|
|
Jul 23, 2024
Q2 2024
|
First Bancorp, Inc
|
SELL
|
- |
-167- 0.9% |
$12.7K - $13.7K
|
18.5K
$1.65M
|
|
|
Jul 03, 2024
Q2 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-168- 0.46% |
$12.8K - $13.8K
|
36.1K
$3.23M
|
|
|
Aug 14, 2024
Q2 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-168- 0.17% |
$12.8K - $13.8K
|
101K
$9.04M
|
|
|
Jul 31, 2024
Q2 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-169- 1.06% |
$12.9K - $13.9K
|
15.7K
$1.4M
|
|
|
Jul 12, 2024
Q2 2024
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-170- 2.63% |
$12.9K - $14K
|
6.3K
$562K
|
|
|
Jul 09, 2024
Q2 2024
|
Arden Trust CO
|
SELL
|
- |
-172- 4.8% |
$13.1K - $14.1K
|
3.41K
$304K
|
|
|
Jul 10, 2024
Q2 2024
|
Greenfield Savings Bank
|
SELL
|
- |
-175- 1.0% |
$13.3K - $14.4K
|
17.3K
$1.54M
|
|
|
Jul 30, 2024
Q2 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-175- 1.48% |
$13.3K - $14.4K
|
11.6K
$1.04M
|
|
|
Jul 15, 2024
Q2 2024
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-179- 1.6% |
$13.6K - $14.7K
|
11K
$979K
|
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-180- 0.36% |
$13.7K - $14.8K
|
49.2K
$4.39M
|
|
|
Aug 09, 2024
Q2 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-181- 2.92% |
$13.8K - $14.9K
|
6.02K
$537K
|
|
|
Jul 31, 2024
Q2 2024
|
Bray Capital Advisors
|
SELL
|
- |
-184- 0.27% |
$14K - $15.1K
|
68.3K
$6.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-185- 0.39% |
$14.1K - $15.2K
|
47.4K
$4.23M
|
|
|
Aug 01, 2024
Q2 2024
|
Lcm Capital Management Inc
|
SELL
|
- |
-186- 0.24% |
$14.2K - $15.3K
|
78.3K
$6.98M
|
|
|
Feb 13, 2025
Q2 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-186- 1.57% |
$14.2K - $15.3K
|
11.7K
$1.04M
|
|
|
Aug 05, 2024
Q2 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-188- 0.11% |
$14.3K - $15.4K
|
174K
$15.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
SELL
|
- |
-188- 13.15% |
$14.3K - $15.4K
|
1.24K
$111K
|
|
|
Dec 12, 2024
Q2 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-188- 0.11% |
$14.3K - $15.4K
|
174K
$15.5M
|
|
|
Dec 19, 2024
Q2 2024
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-188- 0.72% |
$14.3K - $15.4K
|
25.8K
$2.3M
|
|
|
Jul 31, 2024
Q2 2024
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-189- 0.25% |
$14.4K - $15.5K
|
76.2K
$6.8M
|
|
|
Jul 30, 2024
Q2 2024
|
Reston Wealth Management LLC
|
SELL
|
- |
-192- 2.24% |
$14.6K - $15.8K
|
8.39K
$749K
|
|
|
Jul 31, 2024
Q2 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-196- 1.88% |
$14.9K - $16.1K
|
10.2K
$911K
|
|
|
Aug 16, 2024
Q2 2024
|
Newport Capital Group, LLC
|
SELL
|
- |
-198- 0.83% |
$15.1K - $16.3K
|
23.7K
$2.11M
|
|
|
Jul 10, 2024
Q2 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-199- 0.73% |
$15.1K - $16.3K
|
26.9K
$2.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-199- 0.35% |
$15.1K - $16.3K
|
56.2K
$5.01M
|
|
|
Jul 25, 2024
Q2 2024
|
Cypress Capital Group
|
SELL
|
- |
-201- 1.95% |
$15.3K - $16.5K
|
10.1K
$904K
|
|
|
Aug 12, 2024
Q2 2024
|
Austin Asset Management CO Inc
|
SELL
|
- |
-205- 2.88% |
$15.6K - $16.8K
|
6.92K
$618K
|
|
|
Jul 09, 2024
Q2 2024
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-206- 2.85% |
$15.7K - $16.9K
|
7.03K
$627K
|
|
|
Aug 13, 2024
Q2 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-208- 0.48% |
$15.8K - $17.1K
|
42.9K
$3.83M
|
|
|
Jul 16, 2024
Q2 2024
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-211- 0.39% |
$16.1K - $17.3K
|
53.6K
$4.78M
|
|
|
Aug 12, 2024
Q2 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-211- 1.84% |
$16.1K - $17.3K
|
11.3K
$1.01M
|
|
|
Jul 17, 2024
Q2 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-212- 0.27% |
$16.1K - $17.4K
|
77.4K
$6.91M
|
|
|
Jul 19, 2024
Q2 2024
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-213- 1.82% |
$16.2K - $17.5K
|
11.5K
$1.03M
|
|
|
Aug 05, 2024
Q2 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-214- 0.79% |
$16.3K - $17.6K
|
27K
$2.41M
|
|
|
Aug 14, 2024
Q2 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-214- 0.33% |
$16.3K - $17.6K
|
65.3K
$5.83M
|
|
|
Jul 09, 2024
Q2 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-215- 7.38% |
$16.4K - $17.7K
|
2.7K
$241K
|
|
|
Aug 01, 2024
Q2 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-216- 0.99% |
$16.4K - $17.7K
|
21.7K
$1.93M
|
|
|
Aug 07, 2024
Q2 2024
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-220- 6.23% |
$16.7K - $18.1K
|
3.31K
$296K
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-222- 21.02% |
$16.9K - $18.2K
|
834
$74.4K
|
|
|
Aug 09, 2024
Q2 2024
|
Pittenger & Anderson Inc
|
SELL
|
- |
-222- 0.1% |
$16.9K - $18.2K
|
227K
$20.3M
|
|
|
Jul 26, 2024
Q2 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-230- 0.42% |
$17.5K - $18.9K
|
55.2K
$4.92M
|
|
|
Aug 08, 2024
Q2 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-238- 0.47% |
$18.1K - $19.6K
|
50.7K
$4.52M
|
|
|
Jul 31, 2024
Q2 2024
|
Bellwether Advisors, LLC
|
SELL
|
- |
-240- 5.27% |
$18.3K - $19.7K
|
4.32K
$385K
|