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
|
Globalt Investments LLC / Ga
Atlanta, GA |
BUY
|
- |
4.65K+ 3.86% |
$354K - $382K
|
125K
$9.68M
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
4.63K+ 1.99% |
$353K - $381K
|
238K
$18.4M
|
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
4.63K+ 35.06% |
$352K - $380K
|
17.8K
$1.38M
|
|
|
Jul 30, 2024
Q2 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
4.6K+ 7.54% |
$350K - $378K
|
65.6K
$5.08M
|
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
4.54KNew |
$345K - $373K
|
4.54K
$352K
|
|
|
Aug 13, 2024
Q2 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
4.5K+ 9.7% |
$343K - $370K
|
50.9K
$3.95M
|
|
|
Aug 08, 2024
Q2 2024
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
4.46K+ 7.48% |
$339K - $366K
|
64K
$4.96M
|
|
|
Aug 05, 2024
Q2 2024
|
Fluent Financial, LLC
|
BUY
|
- |
4.45K+ 4.7% |
$339K - $366K
|
99.1K
$7.68M
|
|
|
Jul 19, 2024
Q2 2024
|
West Coast Financial LLC
|
BUY
|
- |
4.39K+ 4.05% |
$334K - $361K
|
113K
$8.74M
|
|
|
Jul 25, 2024
Q2 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
4.37K+ 0.79% |
$333K - $359K
|
559K
$43.3M
|
|
|
Jul 31, 2024
Q2 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
4.33K+ 102.46% |
$329K - $356K
|
8.55K
$663K
|
|
|
Aug 09, 2024
Q2 2024
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
4.3KNew |
$327K - $353K
|
4.3K
$333K
|
|
|
Aug 05, 2024
Q2 2024
|
Brio Consultants, LLC
|
BUY
|
- |
4.28K+ 8.07% |
$326K - $352K
|
57.3K
$4.44M
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
4.27K+ 2.7% |
$325K - $351K
|
162K
$12.6M
|
|
|
Jul 23, 2024
Q2 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
4.26K+ 7.6% |
$324K - $350K
|
60.4K
$4.68M
|
|
|
Aug 13, 2024
Q2 2024
|
Camden National Bank
Camden, ME |
BUY
|
- |
4.2K+ 63.84% |
$320K - $345K
|
10.8K
$835K
|
|
|
Jul 12, 2024
Q2 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
4.18K+ 34.16% |
$318K - $343K
|
16.4K
$1.27M
|
|
|
Aug 01, 2024
Q2 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
4.15K+ 9.65% |
$315K - $341K
|
47.1K
$3.65M
|
|
|
Aug 01, 2024
Q2 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
4.06K+ 0.99% |
$309K - $334K
|
415K
$32.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Ascent Group, LLC
|
BUY
|
- |
4.05K+ 113.51% |
$308K - $333K
|
7.62K
$590K
|
|
|
Aug 14, 2024
Q2 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
4.02K+ 31.7% |
$306K - $330K
|
16.7K
$1.29M
|
|
|
Aug 23, 2024
Q2 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
4KNew |
$304K - $329K
|
4K
$310K
|
|
|
Aug 13, 2024
Q2 2024
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
4KNew |
$304K - $328K
|
4K
$310K
|
|
|
Aug 09, 2024
Q2 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
3.98KNew |
$303K - $327K
|
3.98K
$308K
|
|
|
Aug 05, 2024
Q2 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
3.92KNew |
$298K - $322K
|
3.92K
$304K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
3.91K+ 2.52% |
$297K - $321K
|
159K
$12.3M
|
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
3.9K+ 9.99% |
$297K - $320K
|
42.9K
$3.33M
|
|
|
Aug 08, 2024
Q2 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
3.85K+ 0.81% |
$293K - $316K
|
477K
$37M
|
|
|
Aug 01, 2024
Q2 2024
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
3.79KNew |
$289K - $312K
|
3.79K
$294K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.79K+ 10.76% |
$289K - $312K
|
39K
$3.03M
|
|
|
Oct 23, 2024
Q2 2024
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
BUY
|
- |
3.74KNew |
$284K - $307K
|
3.74K
$290K
|
|
|
Aug 08, 2024
Q2 2024
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
3.73K+ 1.51% |
$284K - $307K
|
251K
$19.5M
|
|
|
Jul 17, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
3.7KNew |
$282K - $304K
|
3.7K
$287K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
3.7KNew |
$282K - $304K
|
3.7K
$287K
|
|
|
Aug 27, 2024
Q2 2024
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
3.63KNew |
$277K - $299K
|
3.63K
$282K
|
|
|
Aug 13, 2024
Q2 2024
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
3.6KNew |
$274K - $296K
|
3.6K
$279K
|
|
|
Aug 05, 2024
Q2 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
3.6KNew |
$274K - $296K
|
3.6K
$279K
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
3.56K+ 57.76% |
$271K - $292K
|
9.72K
$753K
|
|
|
Aug 12, 2024
Q2 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
3.55K+ 5.47% |
$270K - $292K
|
68.5K
$5.31M
|
|
|
Jul 22, 2024
Q2 2024
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
3.51KNew |
$267K - $288K
|
3.51K
$272K
|
|
|
Jul 22, 2024
Q2 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
3.36KNew |
$256K - $276K
|
3.36K
$260K
|
|
|
Jul 17, 2024
Q2 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
3.33K+ 65.99% |
$253K - $273K
|
8.37K
$649K
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
3.32K+ 63.01% |
$253K - $273K
|
8.59K
$666K
|
|
|
Aug 12, 2024
Q2 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
3.32K+ 64.23% |
$252K - $273K
|
8.48K
$657K
|
|
|
Aug 14, 2024
Q2 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
3.31KNew |
$252K - $272K
|
3.31K
$256K
|
|
|
Jul 19, 2024
Q2 2024
|
Berkshire Money Management, Inc.
|
BUY
|
- |
3.28K+ 2.28% |
$250K - $270K
|
147K
$11.4M
|
|
|
Aug 15, 2024
Q2 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
3.26K+ 3.07% |
$248K - $267K
|
109K
$8.47M
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3.22K+ 5.15% |
$245K - $265K
|
65.7K
$5.09M
|
|
|
Jul 15, 2024
Q2 2024
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
3.2KNew |
$244K - $263K
|
3.2K
$248K
|
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
3.19KNew |
$243K - $262K
|
3.19K
$247K
|