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
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
113KNew |
$8.62M - $9.31M
|
113K
$8.78M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
113K+ 74.82% |
$8.61M - $9.29M
|
264K
$20.5M
|
|
|
Aug 01, 2024
Q2 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
113KNew |
$8.57M - $9.25M
|
113K
$8.72M
|
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
111K+ 17.98% |
$8.43M - $9.1M
|
727K
$56.3M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
109K+ 50.39% |
$8.32M - $8.98M
|
326K
$25.3M
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
101K+ 154.79% |
$7.7M - $8.31M
|
166K
$12.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
93.6K+ 3152.81% |
$7.12M - $7.69M
|
96.6K
$7.48M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
91.9K+ 6.71% |
$6.99M - $7.55M
|
1.46M
$113M
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
89.1K+ 11.56% |
$6.78M - $7.32M
|
860K
$66.7M
|
|
|
Jul 16, 2024
Q2 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
82.8K+ 499.87% |
$6.3M - $6.8M
|
99.4K
$7.7M
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
77.8KNew |
$5.92M - $6.39M
|
77.8K
$6.03M
|
|
|
Aug 14, 2024
Q2 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
76.8KNew |
$5.85M - $6.31M
|
76.8K
$5.95M
|
|
|
Aug 14, 2024
Q2 2024
|
Kabouter Management, LLC
Chicago, IL |
BUY
|
- |
76.7K+ 306.21% |
$5.83M - $6.3M
|
102K
$7.88M
|
|
|
Aug 14, 2024
Q2 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
75.2KNew |
$5.72M - $6.18M
|
75.2K
$5.83M
|
|
|
Aug 06, 2024
Q2 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
71.9K+ 15.35% |
$5.47M - $5.91M
|
540K
$41.9M
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
BUY
|
- |
71.4K+ 25.34% |
$5.43M - $5.87M
|
353K
$27.4M
|
|
|
Jul 24, 2024
Q2 2024
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
69.9K+ 1165.16% |
$5.32M - $5.74M
|
75.9K
$5.88M
|
|
|
Aug 01, 2024
Q2 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
67.8K+ 2.57% |
$5.16M - $5.57M
|
2.71M
$210M
|
|
|
Aug 14, 2024
Q2 2024
|
Aristotle Capital Management, LLC
Los Angeles, CA |
BUY
|
- |
64.9K+ 26.63% |
$4.94M - $5.33M
|
309K
$23.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
63K+ 1.73% |
$4.8M - $5.18M
|
3.72M
$288M
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
62.6K+ 9.15% |
$4.77M - $5.15M
|
747K
$57.9M
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
62.3K+ 59.48% |
$4.74M - $5.12M
|
167K
$13M
|
|
|
Aug 13, 2024
Q2 2024
|
Miller Investment Management, LP
West Conshohocken, PA |
BUY
|
- |
57.8K+ 7.51% |
$4.4M - $4.75M
|
828K
$64.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
55.8K+ 330.75% |
$4.25M - $4.59M
|
72.7K
$5.63M
|
|
|
Jul 02, 2024
Q2 2024
|
Stairway Partners, LLC
|
BUY
|
- |
54.9K+ 1.92% |
$4.18M - $4.51M
|
2.92M
$226M
|
|
|
Aug 14, 2024
Q2 2024
|
Ionic Capital Management LLC
New York, NY |
BUY
|
- |
54.4KNew |
$4.14M - $4.47M
|
54.4K
$4.22M
|
|
|
Jul 25, 2024
Q2 2024
|
Amg National Trust Bank
|
BUY
|
- |
54.2K+ 6.83% |
$4.12M - $4.45M
|
847K
$65.7M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
54.1K+ 31.4% |
$4.12M - $4.45M
|
226K
$17.5M
|
|
|
Jul 23, 2024
Q2 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
51.1K+ 136.94% |
$3.89M - $4.2M
|
88.4K
$6.85M
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
50.8K+ 61.34% |
$3.86M - $4.17M
|
134K
$10.3M
|
|
|
Aug 07, 2024
Q2 2024
|
Thornburg Investment Management Inc
|
BUY
|
- |
49.2K+ 85.41% |
$3.74M - $4.04M
|
107K
$8.28M
|
|
|
Aug 08, 2024
Q2 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
49K+ 43.36% |
$3.73M - $4.03M
|
162K
$12.6M
|
|
|
Jul 25, 2024
Q2 2024
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
47.1K+ 37.79% |
$3.58M - $3.87M
|
172K
$13.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
47K+ 37.38% |
$3.58M - $3.86M
|
173K
$13.4M
|
|
|
Jul 23, 2024
Q2 2024
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
46.5K+ 102.17% |
$3.54M - $3.82M
|
92K
$7.13M
|
|
|
Jul 29, 2024
Q2 2024
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
46.1K+ 887.7% |
$3.51M - $3.79M
|
51.3K
$3.98M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambiar Investors LLC
|
BUY
|
- |
44.6K+ 32.09% |
$3.39M - $3.67M
|
184K
$14.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
44.5K+ 67.82% |
$3.39M - $3.66M
|
110K
$8.54M
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
41.6K+ 905.86% |
$3.16M - $3.42M
|
46.2K
$3.58M
|
|
|
Jul 22, 2024
Q2 2024
|
Signify Wealth
|
BUY
|
- |
39.5KNew |
$3M - $3.24M
|
39.5K
$3.06M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
39K+ 3.02% |
$2.97M - $3.21M
|
1.33M
$103M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
37.9K+ 128.78% |
$2.89M - $3.12M
|
67.4K
$5.22M
|
|
|
Aug 09, 2024
Q2 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
35.1K+ 5.27% |
$2.67M - $2.89M
|
703K
$54.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
35.1K+ 7.4% |
$2.67M - $2.89M
|
510K
$39.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
33.5K+ 7.11% |
$2.55M - $2.75M
|
505K
$39.1M
|
|
|
Jul 22, 2024
Q2 2024
|
Orgel Wealth Management, LLC
|
BUY
|
- |
32.5KNew |
$2.47M - $2.67M
|
32.5K
$2.52M
|
|
|
Aug 12, 2024
Q2 2024
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
32.4K+ 23.32% |
$2.47M - $2.66M
|
171K
$13.3M
|
|
|
Aug 12, 2024
Q2 2024
|
Sun Life Financial Inc
Toronto, A6 |
BUY
|
- |
32.4K+ 103.15% |
$2.47M - $2.66M
|
63.8K
$4.95M
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
31.5K+ 16509.95% |
$2.4M - $2.59M
|
31.7K
$2.46M
|
|
|
Aug 13, 2024
Q2 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
30.5KNew |
$2.32M - $2.51M
|
30.5K
$2.37M
|