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 13, 2024
Q2 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-669- 15.02% |
$50.9K - $55K
|
3.78K
$293K
|
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-679- 3.97% |
$51.7K - $55.8K
|
16.4K
$1.27M
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-690- 0.89% |
$52.5K - $56.7K
|
76.5K
$5.93M
|
|
|
Aug 14, 2024
Q2 2024
|
Community Bank, N.A.
|
SELL
|
- |
-690- 2.11% |
$52.5K - $56.7K
|
32.1K
$2.48M
|
|
|
Jul 15, 2024
Q2 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-704- 5.63% |
$53.6K - $57.8K
|
11.8K
$914K
|
|
|
Jul 23, 2024
Q2 2024
|
Atlas Brown,Inc.
|
SELL
|
- |
-712- 2.58% |
$54.2K - $58.5K
|
26.9K
$2.08M
|
|
|
Aug 09, 2024
Q2 2024
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-714- 11.69% |
$54.3K - $58.7K
|
5.39K
$418K
|
|
|
Aug 13, 2024
Q2 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
SELL
|
- |
-715- 17.27% |
$54.4K - $58.7K
|
3.43K
$265K
|
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-736- 0.93% |
$56K - $60.5K
|
78.3K
$6.07M
|
|
|
Aug 14, 2024
Q2 2024
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-742- 4.17% |
$56.5K - $61K
|
17K
$1.32M
|
|
|
Jul 25, 2024
Q2 2024
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-748- 2.17% |
$56.9K - $61.5K
|
33.7K
$2.62M
|
|
|
Aug 02, 2024
Q2 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-753- 9.69% |
$57.3K - $61.9K
|
7.02K
$544K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-758- 22.89% |
$57.7K - $62.3K
|
2.55K
$198K
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-760- 0.91% |
$57.8K - $62.4K
|
82.6K
$6.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-767- 0.97% |
$58.4K - $63K
|
78.6K
$6.09M
|
|
|
Aug 13, 2024
Q2 2024
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
SELL
|
- |
-770- 1.96% |
$58.6K - $63.3K
|
38.6K
$2.99M
|
|
|
Aug 14, 2024
Q2 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-771- 11.83% |
$58.7K - $63.3K
|
5.75K
$445K
|
|
|
Aug 08, 2024
Q2 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-775- 2.52% |
$59K - $63.7K
|
30K
$2.32M
|
|
|
Aug 08, 2024
Q2 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-782- 14.84% |
$59.5K - $64.2K
|
4.49K
$348K
|
|
|
Aug 02, 2024
Q2 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-784- 2.98% |
$59.7K - $64.4K
|
25.5K
$1.98M
|
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-787- 29.45% |
$59.9K - $64.7K
|
1.89K
$146K
|
|
|
Aug 01, 2024
Q2 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-800- 36.25% |
$60.9K - $65.7K
|
1.41K
$109K
|
|
|
Aug 06, 2024
Q2 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-800- 14.93% |
$60.9K - $65.7K
|
4.56K
$353K
|
|
|
Jul 12, 2024
Q2 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-815- 10.18% |
$62K - $67K
|
7.19K
$557K
|
|
|
Aug 12, 2024
Q2 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-822- 1.48% |
$62.5K - $67.5K
|
54.8K
$4.25M
|
|
|
Jul 17, 2024
Q2 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-838- 4.95% |
$63.8K - $68.9K
|
16.1K
$1.25M
|
|
|
Jul 26, 2024
Q2 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-850- 46.78% |
$64.7K - $69.8K
|
967
$74.9K
|
|
|
Jul 26, 2024
Q2 2024
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-858- 2.62% |
$65.3K - $70.5K
|
31.8K
$2.47M
|
|
|
Jul 22, 2024
Q2 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
SELL
|
- |
-865- 3.06% |
$65.8K - $71.1K
|
27.4K
$2.12M
|
|
|
Aug 13, 2024
Q2 2024
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-885- 24.58% |
$67.3K - $72.7K
|
2.72K
$210K
|
|
|
Jul 25, 2024
Q2 2024
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-896- 13.06% |
$68.2K - $73.6K
|
5.97K
$462K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-908- 2.27% |
$69.1K - $74.6K
|
39.1K
$3.03M
|
|
|
Aug 12, 2024
Q2 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-910- 7.22% |
$69.2K - $74.8K
|
11.7K
$907K
|
|
|
Jul 30, 2024
Q2 2024
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-911- 0.99% |
$69.3K - $74.8K
|
91.4K
$7.09M
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-913- 1.86% |
$69.5K - $75K
|
48.3K
$3.74M
|
|
|
Jul 26, 2024
Q2 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-919- 7.04% |
$69.9K - $75.5K
|
12.1K
$940K
|
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-920- 0.51% |
$70K - $75.6K
|
178K
$13.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-926- 14.47% |
$70.5K - $76.1K
|
5.48K
$424K
|
|
|
Jul 29, 2024
Q2 2024
|
Members Trust CO
|
SELL
|
- |
-929- 6.29% |
$70.7K - $76.3K
|
13.8K
$1.07M
|
|
|
Jul 22, 2024
Q2 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-938- 5.89% |
$71.4K - $77.1K
|
15K
$1.16M
|
|
|
Aug 14, 2024
Q2 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-943- 0.94% |
$71.8K - $77.5K
|
99.6K
$7.72M
|
|
|
Aug 02, 2024
Q2 2024
|
First National Trust CO
|
SELL
|
- |
-966- 1.04% |
$73.5K - $79.4K
|
91.8K
$7.11M
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-983- 8.66% |
$74.8K - $80.8K
|
10.4K
$804K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-986- 22.68% |
$75K - $81K
|
3.36K
$260K
|
|
|
Aug 14, 2024
Q2 2024
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-986- 0.98% |
$75K - $81K
|
100K
$7.75M
|
|
|
Jul 24, 2024
Q2 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-1.03K- 7.06% |
$78.3K - $84.5K
|
13.6K
$1.05M
|
|
|
Aug 14, 2024
Q2 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
SELL
|
- |
-1.04K- 16.02% |
$79.4K - $85.8K
|
5.47K
$424K
|
|
|
Jul 25, 2024
Q2 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-1.06K- 1.25% |
$80.5K - $86.9K
|
83.4K
$6.46M
|
|
|
Aug 07, 2024
Q2 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.06K- 2.95% |
$80.5K - $86.9K
|
34.8K
$2.69M
|
|
|
Jul 10, 2024
Q2 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-1.06K- 5.38% |
$80.7K - $87.1K
|
18.6K
$1.44M
|