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
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
14.6K+ 2.15% |
$1.11M - $1.2M
|
695K
$55.6M
|
|
Jul 12, 2024
Q2 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
14.6K+ 23.55% |
$1.11M - $1.2M
|
76.4K
$6.11M
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
14.1K+ 332.42% |
$1.08M - $1.16M
|
18.4K
$1.47M
|
|
Aug 14, 2024
Q2 2024
|
Alamar Capital Management, LLC
|
BUY
|
- |
14.1K+ 29.86% |
$1.08M - $1.16M
|
61.5K
$4.92M
|
|
Jul 11, 2024
Q2 2024
|
Capital Advantage, Inc.
|
BUY
|
- |
14.1K+ 32.57% |
$1.07M - $1.16M
|
57.4K
$4.59M
|
|
Aug 14, 2024
Q2 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
14.1K+ 2.95% |
$1.07M - $1.16M
|
493K
$39.4M
|
|
Aug 07, 2024
Q2 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
14K+ 18.23% |
$1.07M - $1.15M
|
90.8K
$7.26M
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
BUY
|
- |
14K+ 5.17% |
$1.06M - $1.15M
|
284K
$22.7M
|
|
Oct 08, 2024
Q2 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
13.9K+ 4.32% |
$1.06M - $1.15M
|
337K
$26.9M
|
|
Aug 14, 2024
Q2 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
13.5KNew |
$1.03M - $1.11M
|
13.5K
$1.08M
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
13.4K+ 106.17% |
$1.02M - $1.1M
|
26.1K
$2.09M
|
|
Jul 17, 2024
Q2 2024
|
Savior LLC
|
BUY
|
- |
13.4KNew |
$1.02M - $1.1M
|
13.4K
$1.07M
|
|
Aug 14, 2024
Q2 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
13.1KNew |
$998K - $1.08M
|
13.1K
$1.05M
|
|
Aug 09, 2024
Q2 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
13K+ 8.25% |
$990K - $1.07M
|
171K
$13.7M
|
|
Jul 30, 2024
Q2 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
12.7K+ 7.16% |
$965K - $1.04M
|
190K
$15.2M
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
12.6K+ 846.82% |
$962K - $1.04M
|
14.1K
$1.13M
|
|
Dec 12, 2024
Q2 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
12.6KNew |
$962K - $1.04M
|
12.6K
$1.01M
|
|
Aug 09, 2024
Q2 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
12.6KNew |
$957K - $1.03M
|
12.6K
$1.01M
|
|
Aug 13, 2024
Q2 2024
|
Harvest Investment Services, LLC
|
BUY
|
- |
12.4KNew |
$942K - $1.02M
|
12.4K
$991K
|
|
Jul 22, 2024
Q2 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
12.4K+ 3.22% |
$940K - $1.02M
|
396K
$31.7M
|
|
Jul 09, 2024
Q2 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
11.8K+ 10.74% |
$901K - $973K
|
122K
$9.77M
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
11.8K+ 3.17% |
$896K - $968K
|
384K
$30.7M
|
|
Jul 12, 2024
Q2 2024
|
Curated Wealth Partners LLC
|
BUY
|
- |
10.7KNew |
$812K - $877K
|
10.7K
$854K
|
|
Aug 14, 2024
Q2 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
10.6KNew |
$805K - $869K
|
10.6K
$846K
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
BUY
|
- |
10.5K+ 0.14% |
$802K - $866K
|
7.54M
$603M
|
|
Aug 01, 2024
Q2 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
10.4K+ 5.25% |
$790K - $853K
|
208K
$16.7M
|
|
Aug 02, 2024
Q2 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
10.4KNew |
$790K - $853K
|
10.4K
$831K
|
|
Jul 25, 2024
Q2 2024
|
Aries Wealth Management
|
BUY
|
- |
10.3K+ 10.78% |
$784K - $846K
|
106K
$8.47M
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
10.3KNew |
$782K - $844K
|
10.3K
$822K
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
10.1K+ 42.04% |
$768K - $829K
|
34.1K
$2.73M
|
|
Jul 18, 2024
Q2 2024
|
Rovin Capital
|
BUY
|
- |
10K+ 42.03% |
$763K - $824K
|
33.9K
$2.71M
|
|
Aug 13, 2024
Q2 2024
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
10K+ 2.85% |
$761K - $822K
|
361K
$28.9M
|
|
Jul 11, 2024
Q2 2024
|
Old National Bancorp
|
BUY
|
- |
9.84K+ 14.89% |
$749K - $808K
|
75.9K
$6.07M
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
9.71K+ 1.09% |
$739K - $797K
|
902K
$72.2M
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
9.63K+ 37.29% |
$733K - $792K
|
35.5K
$2.84M
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
9.53K+ 1.15% |
$725K - $783K
|
840K
$67.2M
|
|
Jul 12, 2024
Q2 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
9.46KNew |
$720K - $777K
|
9.46K
$756K
|
|
Jul 25, 2024
Q2 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
9.42K+ 23.77% |
$716K - $774K
|
49K
$3.92M
|
|
Jul 18, 2024
Q2 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
9.36KNew |
$713K - $769K
|
9.36K
$749K
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
9.31K+ 5.58% |
$709K - $765K
|
176K
$14.1M
|
|
Aug 14, 2024
Q2 2024
|
Harding Loevner LP
Bridgewater, NJ |
BUY
|
- |
9.26KNew |
$704K - $760K
|
9.26K
$740K
|
|
Aug 15, 2024
Q2 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
9.22K+ 101.86% |
$701K - $757K
|
18.3K
$1.46M
|
|
Jul 30, 2024
Q2 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
9.12K+ 3576.47% |
$694K - $749K
|
9.38K
$750K
|
|
Jul 31, 2024
Q2 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
9.1KNew |
$692K - $748K
|
9.1K
$728K
|
|
Jul 24, 2024
Q2 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
9.08K+ 3.77% |
$691K - $746K
|
250K
$20M
|
|
Aug 14, 2024
Q2 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
8.98K+ 37.97% |
$683K - $738K
|
32.6K
$2.61M
|
|
Aug 12, 2024
Q2 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
8.97K+ 28.17% |
$682K - $737K
|
40.8K
$3.26M
|
|
Aug 08, 2024
Q2 2024
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
8.97K+ 42.45% |
$682K - $737K
|
30.1K
$2.41M
|
|
Jul 12, 2024
Q2 2024
|
Schwab Charitable Fund
|
BUY
|
- |
8.92KNew |
$679K - $733K
|
8.92K
$714K
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
8.38K+ 57.02% |
$638K - $689K
|
23.1K
$1.85M
|