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 17, 2024
Q2 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-301- 1.07% |
$22.9K - $24.7K
|
27.8K
$2.16M
|
|
|
Aug 08, 2024
Q2 2024
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-301- 0.68% |
$22.9K - $24.7K
|
44.2K
$3.44M
|
|
|
Aug 14, 2024
Q2 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-305- 1.65% |
$23.2K - $25.1K
|
18.1K
$1.41M
|
|
|
Jul 15, 2024
Q2 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-308- 0.77% |
$23.4K - $25.3K
|
39.9K
$3.11M
|
|
|
Jul 25, 2024
Q2 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-313- 0.6% |
$23.8K - $25.7K
|
52.1K
$4.06M
|
|
|
Jul 19, 2024
Q2 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-315- 1.46% |
$24K - $25.9K
|
21.3K
$1.66M
|
|
|
Jul 23, 2024
Q2 2024
|
Courier Capital LLC
|
SELL
|
- |
-315- 0.12% |
$24K - $25.9K
|
252K
$19.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-325- 12.81% |
$24.7K - $26.7K
|
2.21K
$172K
|
|
|
Jul 30, 2024
Q2 2024
|
Holistic Financial Partners
|
SELL
|
- |
-333- 2.61% |
$25.3K - $27.4K
|
12.4K
$967K
|
|
|
Jul 24, 2024
Q2 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-342- 1.34% |
$26K - $28.1K
|
25.2K
$1.96M
|
|
|
Jul 12, 2024
Q2 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-350- 11.21% |
$26.6K - $28.8K
|
2.77K
$216K
|
|
|
Jul 18, 2024
Q2 2024
|
Tcw Group Inc
|
SELL
|
- |
-350- 2.96% |
$26.6K - $28.8K
|
11.5K
$893K
|
|
|
Aug 12, 2024
Q2 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-350- 4.48% |
$26.6K - $28.8K
|
7.46K
$581K
|
|
|
Aug 14, 2024
Q2 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
SELL
|
- |
-367- 1.32% |
$27.9K - $30.2K
|
27.4K
$2.13M
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-373- 1.76% |
$28.4K - $30.6K
|
20.9K
$1.63M
|
|
|
Aug 02, 2024
Q2 2024
|
Rede Wealth, LLC
|
SELL
|
- |
-375- 10.23% |
$28.5K - $30.8K
|
3.29K
$256K
|
|
|
Aug 01, 2024
Q2 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-376- 0.6% |
$28.6K - $30.9K
|
61.9K
$4.82M
|
|
|
Jul 23, 2024
Q2 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-380- 4.16% |
$28.9K - $31.2K
|
8.75K
$682K
|
|
|
Jul 22, 2024
Q2 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-382- 0.71% |
$29.1K - $31.4K
|
53.6K
$4.18M
|
|
|
Jul 30, 2024
Q2 2024
|
Sabal Trust CO
|
SELL
|
- |
-385- 4.84% |
$29.3K - $31.6K
|
7.57K
$590K
|
|
|
Jul 10, 2024
Q2 2024
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-387- 0.9% |
$29.4K - $31.8K
|
42.7K
$3.33M
|
|
|
Jul 19, 2024
Q2 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-394- 1.49% |
$30K - $32.4K
|
26K
$2.03M
|
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-395- 49.07% |
$30.1K - $32.5K
|
410
$31.9K
|
|
|
Jul 10, 2024
Q2 2024
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-397- 0.9% |
$30.2K - $32.6K
|
44K
$3.42M
|
|
|
Jul 12, 2024
Q2 2024
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-400- 2.15% |
$30.4K - $32.9K
|
18.2K
$1.42M
|
|
|
Jul 12, 2024
Q2 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-416- 13.06% |
$31.7K - $34.2K
|
2.77K
$216K
|
|
|
Jul 26, 2024
Q2 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-417- 0.81% |
$31.7K - $34.3K
|
51.2K
$3.99M
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-421- 1.9% |
$32K - $34.6K
|
21.7K
$1.69M
|
|
|
Jul 31, 2024
Q2 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-423- 1.7% |
$32.2K - $34.8K
|
24.5K
$1.91M
|
|
|
Jul 24, 2024
Q2 2024
|
Mc Adam, LLC
|
SELL
|
- |
-424- 0.89% |
$32.3K - $34.8K
|
47.2K
$3.68M
|
|
|
Jul 11, 2024
Q2 2024
|
Avity Investment Management Inc.
|
SELL
|
- |
-427- 3.87% |
$32.5K - $35.1K
|
10.6K
$825K
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-427- 0.27% |
$32.5K - $35.1K
|
159K
$12.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Hillman Capital Management, Inc.
Bethesda, MD |
SELL
|
- |
-434- 1.79% |
$33K - $35.7K
|
23.8K
$1.85M
|
|
|
Aug 14, 2024
Q2 2024
|
Nepc LLC
Boston, MA |
SELL
|
- |
-438- 0.42% |
$33.3K - $36K
|
105K
$8.17M
|
|
|
Jul 12, 2024
Q2 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-439- 2.74% |
$33.4K - $36.1K
|
15.6K
$1.21M
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-439- 0.08% |
$33.4K - $36.1K
|
559K
$43.5M
|
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-440- 5.46% |
$33.5K - $36.2K
|
7.62K
$594K
|
|
|
Jul 22, 2024
Q2 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-442- 0.84% |
$33.6K - $36.3K
|
52K
$4.05M
|
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-444- 6.73% |
$33.8K - $36.5K
|
6.16K
$480K
|
|
|
Aug 01, 2024
Q2 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-447- 1.62% |
$34K - $36.7K
|
27.1K
$2.11M
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-451- 5.0% |
$34.3K - $37.1K
|
8.57K
$667K
|
|
|
Jul 15, 2024
Q2 2024
|
Park National Corp
|
SELL
|
- |
-461- 4.39% |
$35.1K - $37.9K
|
10K
$783K
|
|
|
Jul 23, 2024
Q2 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-466- 2.18% |
$35.5K - $38.3K
|
21K
$1.63M
|
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
SELL
|
- |
-467- 0.6% |
$35.5K - $38.4K
|
77.6K
$6.05M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-467- 1.08% |
$35.5K - $38.4K
|
42.9K
$3.34M
|
|
|
Jul 30, 2024
Q2 2024
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-469- 8.21% |
$35.7K - $38.5K
|
5.25K
$409K
|
|
|
Aug 14, 2024
Q2 2024
|
Jsf Financial, LLC
|
SELL
|
- |
-473- 5.21% |
$36K - $38.9K
|
8.61K
$671K
|
|
|
Jul 25, 2024
Q2 2024
|
Patten Group, Inc.
|
SELL
|
- |
-475- 3.79% |
$36.1K - $39K
|
12.1K
$939K
|
|
|
Aug 14, 2024
Q2 2024
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
SELL
|
- |
-475- 8.52% |
$36.1K - $39K
|
5.1K
$397K
|
|
|
Aug 07, 2024
Q2 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
SELL
|
- |
-478- 1.52% |
$36.4K - $39.3K
|
31K
$2.42M
|