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
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-2.57K- 17.57% |
$195K - $211K
|
12K
$934K
|
|
|
Jul 18, 2024
Q2 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-2.58K- 49.56% |
$196K - $212K
|
2.62K
$203K
|
|
|
Aug 01, 2024
Q2 2024
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-2.58K- 5.88% |
$196K - $212K
|
41.3K
$3.2M
|
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
SELL
|
- |
-2.59K- 9.2% |
$197K - $213K
|
25.6K
$1.98M
|
|
|
Aug 06, 2024
Q2 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-2.59K- 5.59% |
$197K - $213K
|
43.8K
$3.39M
|
|
|
Aug 13, 2024
Q2 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-2.62K- 10.1% |
$199K - $215K
|
23.3K
$1.81M
|
|
|
Jul 15, 2024
Q2 2024
|
In Track Investment Management Inc
|
SELL
|
- |
-2.65K- 7.3% |
$202K - $218K
|
33.7K
$2.61M
|
|
|
Jul 12, 2024
Q2 2024
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-2.65K- 9.79% |
$202K - $218K
|
24.4K
$1.89M
|
|
|
Jul 31, 2024
Q2 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-2.65K- 5.6% |
$202K - $218K
|
44.7K
$3.47M
|
|
|
Jul 26, 2024
Q2 2024
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-2.68K- 2.5% |
$204K - $220K
|
104K
$8.09M
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO
|
SELL
|
- |
-2.7K- 1.67% |
$206K - $222K
|
159K
$12.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Portland Global Advisors LLC
|
SELL
|
- |
-2.76K- 1.11% |
$210K - $227K
|
246K
$19.1M
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-2.79K- 18.02% |
$212K - $229K
|
12.7K
$983K
|
|
|
Aug 01, 2024
Q2 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-2.8K- 3.64% |
$213K - $230K
|
74.1K
$5.74M
|
|
|
Aug 06, 2024
Q2 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-2.8K- 4.55% |
$213K - $230K
|
58.8K
$4.55M
|
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-2.82K- 85.76% |
$215K - $232K
|
469
$36.3K
|
|
|
Jul 29, 2024
Q2 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-2.82K- 1.94% |
$215K - $232K
|
143K
$11.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-2.84K- 1.96% |
$216K - $233K
|
142K
$11M
|
|
|
Aug 08, 2024
Q2 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-2.84K- 2.4% |
$216K - $234K
|
116K
$8.96M
|
|
|
Aug 15, 2024
Q2 2024
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-2.85K- 8.8% |
$217K - $234K
|
29.5K
$2.29M
|
|
|
Jul 11, 2024
Q2 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-2.86K- 1.42% |
$218K - $235K
|
198K
$15.3M
|
|
|
Jul 19, 2024
Q2 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-2.89K- 0.46% |
$220K - $237K
|
620K
$48M
|
|
|
Jul 16, 2024
Q2 2024
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-2.9K- 3.48% |
$221K - $238K
|
80.5K
$6.24M
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-2.93K- 2.54% |
$223K - $241K
|
113K
$8.72M
|
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-2.94K- 6.58% |
$224K - $242K
|
41.7K
$3.23M
|
|
|
Aug 14, 2024
Q2 2024
|
Marquette Asset Management, LLC
|
SELL
|
- |
-2.96K- 8.61% |
$225K - $243K
|
31.4K
$2.43M
|
|
|
Aug 06, 2024
Q2 2024
|
Connable Office Inc
|
SELL
|
- |
-2.96K- 0.99% |
$225K - $243K
|
297K
$23M
|
|
|
Jul 25, 2024
Q2 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-2.96K- 11.28% |
$225K - $243K
|
23.3K
$1.8M
|
|
|
Jul 25, 2024
Q2 2024
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-2.98K- 0.85% |
$227K - $245K
|
349K
$27M
|
|
|
Aug 14, 2024
Q2 2024
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-3K- 2.52% |
$228K - $246K
|
116K
$8.98M
|
|
|
Jul 29, 2024
Q2 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
SELL
|
- |
-3K- 0.85% |
$228K - $246K
|
352K
$27.3M
|
|
|
Jul 12, 2024
Q2 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-3.02K- 59.38% |
$229K - $248K
|
2.06K
$160K
|
|
|
Jul 23, 2024
Q2 2024
|
Rockland Trust CO
|
SELL
|
- |
-3.04K- 12.0% |
$232K - $250K
|
22.3K
$1.73M
|
|
|
Jul 30, 2024
Q2 2024
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-3.1K- 41.8% |
$236K - $255K
|
4.31K
$334K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.11K- 9.03% |
$236K - $255K
|
31.3K
$2.42M
|
|
|
Jul 23, 2024
Q2 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-3.14K- 6.47% |
$239K - $258K
|
45.4K
$3.52M
|
|
|
Jul 23, 2024
Q2 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-3.21K- 2.4% |
$244K - $263K
|
130K
$10.1M
|
|
|
Jul 31, 2024
Q2 2024
|
Mizuho Markets Americas LLC
|
SELL
|
- |
-3.21K- 9.93% |
$244K - $263K
|
29.1K
$2.25M
|
|
|
Jul 22, 2024
Q2 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-3.22K- 15.64% |
$245K - $264K
|
17.4K
$1.35M
|
|
|
Jul 19, 2024
Q2 2024
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-3.31K- 25.45% |
$252K - $272K
|
9.69K
$751K
|
|
|
Aug 14, 2024
Q2 2024
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-3.45K- 2.13% |
$263K - $284K
|
158K
$12.3M
|
|
|
Aug 09, 2024
Q2 2024
|
Neumann Capital Management, LLC
|
SELL
|
- |
-3.47K- 8.86% |
$264K - $285K
|
35.7K
$2.76M
|
|
|
Aug 07, 2024
Q2 2024
|
Bahl & Gaynor Inc
|
SELL
|
- |
-3.48K- 11.16% |
$265K - $286K
|
27.7K
$2.15M
|
|
|
Jul 30, 2024
Q2 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-3.51K- 35.88% |
$267K - $288K
|
6.27K
$486K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-3.51K- 11.27% |
$267K - $289K
|
27.7K
$2.14M
|
|
|
Jul 31, 2024
Q2 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-3.6K- 3.15% |
$274K - $296K
|
111K
$8.57M
|
|
|
Aug 13, 2024
Q2 2024
|
Belmont Capital, LLC
|
SELL
|
- |
-3.6K- 2.94% |
$274K - $296K
|
119K
$9.22M
|
|
|
Aug 12, 2024
Q2 2024
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-3.71K- 2.45% |
$282K - $304K
|
148K
$11.4M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-3.85K- 2.49% |
$293K - $317K
|
151K
$11.7M
|
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-3.9K- 17.92% |
$296K - $320K
|
17.8K
$1.38M
|