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
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
3.15KNew |
$239K - $258K
|
3.15K
$244K
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.14K+ 2.55% |
$239K - $258K
|
126K
$9.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Allie Family Office LLC
|
BUY
|
- |
3.13K+ 1.33% |
$238K - $257K
|
238K
$18.4M
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
3.08KNew |
$234K - $253K
|
3.08K
$238K
|
|
|
Jul 19, 2024
Q2 2024
|
Verger Capital Management LLC
|
BUY
|
- |
3.06K+ 1.11% |
$233K - $252K
|
280K
$21.7M
|
|
|
Aug 01, 2024
Q2 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
3.04K+ 2.08% |
$231K - $249K
|
149K
$11.6M
|
|
|
Jul 18, 2024
Q2 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
3K+ 27.49% |
$228K - $246K
|
13.9K
$1.08M
|
|
|
Jul 25, 2024
Q2 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
2.97K+ 8.03% |
$226K - $244K
|
39.9K
$3.09M
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.94K+ 24.34% |
$224K - $242K
|
15K
$1.17M
|
|
|
Aug 13, 2024
Q2 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
2.94KNew |
$224K - $242K
|
2.94K
$228K
|
|
|
Aug 08, 2024
Q2 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
2.91KNew |
$222K - $239K
|
2.91K
$226K
|
|
|
Jul 23, 2024
Q2 2024
|
Essex Savings Bank
|
BUY
|
- |
2.88K+ 37.66% |
$219K - $237K
|
10.5K
$817K
|
|
|
Aug 07, 2024
Q2 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
2.88KNew |
$219K - $237K
|
2.88K
$223K
|
|
|
Aug 05, 2024
Q2 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
2.87KNew |
$218K - $236K
|
2.87K
$222K
|
|
|
Aug 09, 2024
Q2 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
2.85K+ 12.22% |
$217K - $234K
|
26.2K
$2.03M
|
|
|
Jul 10, 2024
Q2 2024
|
Pacific Wealth Management
|
BUY
|
- |
2.84KNew |
$216K - $233K
|
2.84K
$220K
|
|
|
Jul 31, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
2.83K+ 52.75% |
$215K - $233K
|
8.2K
$636K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
2.8K+ 11.49% |
$213K - $230K
|
27.2K
$2.11M
|
|
|
Aug 28, 2024
Q2 2024
|
Farmers National Bank
Danville, KY |
BUY
|
- |
2.79KNew |
$212K - $229K
|
2.79K
$216K
|
|
|
Jul 19, 2024
Q2 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
2.78KNew |
$211K - $228K
|
2.78K
$215K
|
|
|
Jul 08, 2024
Q2 2024
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
2.77KNew |
$211K - $228K
|
2.77K
$215K
|
|
|
Aug 14, 2024
Q2 2024
|
Voya Investment Management LLC
Atlanta, GA |
BUY
|
- |
2.75KNew |
$209K - $226K
|
2.75K
$213K
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2.75K+ 9.3% |
$209K - $226K
|
32.3K
$2.5M
|
|
|
Aug 01, 2024
Q2 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
2.72KNew |
$207K - $224K
|
2.72K
$211K
|
|
|
Jul 17, 2024
Q2 2024
|
Rodgers & Associates, LTD
|
BUY
|
- |
2.69KNew |
$204K - $221K
|
2.69K
$208K
|
|
|
Jul 30, 2024
Q2 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
2.62KNew |
$200K - $216K
|
2.62K
$203K
|
|
|
Aug 13, 2024
Q2 2024
|
Patten & Patten Inc
|
BUY
|
- |
2.61KNew |
$199K - $214K
|
2.61K
$202K
|
|
|
Aug 01, 2024
Q2 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
2.59KNew |
$197K - $213K
|
2.59K
$200K
|
|
|
Jul 31, 2024
Q2 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
2.58KNew |
$196K - $212K
|
2.58K
$200K
|
|
|
Jul 25, 2024
Q2 2024
|
Peoples Financial Services Corp.
|
BUY
|
- |
2.57K+ 55.99% |
$196K - $211K
|
7.17K
$556K
|
|
|
Aug 14, 2024
Q2 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
2.57K+ 33.82% |
$195K - $211K
|
10.1K
$787K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.56K+ 15.89% |
$195K - $211K
|
18.7K
$1.45M
|
|
|
Aug 05, 2024
Q2 2024
|
Apexium Financial, LP
|
BUY
|
- |
2.55K+ 19.53% |
$194K - $209K
|
15.6K
$1.21M
|
|
|
Aug 08, 2024
Q2 2024
|
1 St Source Bank
|
BUY
|
- |
2.5K+ 0.56% |
$190K - $206K
|
453K
$35.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
2.48KNew |
$189K - $204K
|
2.48K
$192K
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.47K+ 29.89% |
$188K - $203K
|
10.7K
$831K
|
|
|
Jul 25, 2024
Q2 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
2.44K+ 1.57% |
$186K - $201K
|
158K
$12.3M
|
|
|
Jul 12, 2024
Q2 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
2.42K+ 7.21% |
$184K - $199K
|
35.9K
$2.79M
|
|
|
Aug 01, 2024
Q2 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
2.38K+ 1.72% |
$181K - $195K
|
140K
$10.9M
|
|
|
Jul 26, 2024
Q2 2024
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
2.35K+ 5.16% |
$179K - $193K
|
48K
$3.72M
|
|
|
Aug 12, 2024
Q2 2024
|
Ieq Capital, LLC
|
BUY
|
- |
2.33K+ 0.83% |
$178K - $192K
|
284K
$22M
|
|
|
Jul 05, 2024
Q2 2024
|
Collective Family Office LLC
|
BUY
|
- |
2.33K+ 39.33% |
$177K - $191K
|
8.24K
$638K
|
|
|
Jul 31, 2024
Q2 2024
|
New York State Common Retirement Fund
|
BUY
|
- |
2.32K+ 3.77% |
$177K - $191K
|
63.9K
$4.95M
|
|
|
Aug 12, 2024
Q2 2024
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
2.32K+ 3.77% |
$177K - $191K
|
63.9K
$4.95M
|
|
|
Jul 15, 2024
Q2 2024
|
Aspiriant, LLC
|
BUY
|
- |
2.3K+ 5.04% |
$175K - $189K
|
47.8K
$3.7M
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
BUY
|
- |
2.27K+ 4.12% |
$173K - $187K
|
57.5K
$4.45M
|
|
|
Jul 30, 2024
Q2 2024
|
Steph & CO
|
BUY
|
- |
2.26K+ 10.74% |
$172K - $185K
|
23.3K
$1.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Causeway Capital Management LLC
Los Angeles, CA |
BUY
|
- |
2.24K+ 30.98% |
$171K - $184K
|
9.48K
$735K
|
|
|
Jul 23, 2024
Q2 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
2.23K+ 13.13% |
$169K - $183K
|
19.2K
$1.49M
|
|
|
Aug 02, 2024
Q2 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
2.22K+ 0.56% |
$169K - $182K
|
401K
$31.1M
|