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
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
2.15K+ 31.33% |
$164K - $177K
|
9.01K
$699K
|
|
|
Aug 14, 2024
Q2 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
2.13K+ 0.37% |
$162K - $175K
|
573K
$44.4M
|
|
|
Oct 01, 2024
Q2 2024
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
2.11K+ 0.47% |
$161K - $174K
|
451K
$35M
|
|
|
Aug 16, 2024
Q2 2024
|
Ironwood Investment Management LLC
Boston, MA |
BUY
|
- |
2.08K+ 1.97% |
$158K - $171K
|
108K
$8.35M
|
|
|
Aug 06, 2024
Q2 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
2.06K+ 10.32% |
$157K - $170K
|
22.1K
$1.71M
|
|
|
Jul 08, 2024
Q2 2024
|
Quent Capital, LLC
|
BUY
|
- |
2.01K+ 1.33% |
$153K - $165K
|
153K
$11.9M
|
|
|
Jul 18, 2024
Q2 2024
|
Brewster Financial Planning LLC
|
BUY
|
- |
2.01K+ 0.7% |
$153K - $165K
|
291K
$22.5M
|
|
|
Jul 23, 2024
Q2 2024
|
New Square Capital LLC
|
BUY
|
- |
1.96K+ 3.03% |
$149K - $161K
|
66.7K
$5.17M
|
|
|
Aug 14, 2024
Q2 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
1.93K+ 3.46% |
$147K - $159K
|
57.8K
$4.48M
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
1.89K+ 22.94% |
$144K - $155K
|
10.1K
$784K
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.89K+ 2.32% |
$143K - $155K
|
83.2K
$6.45M
|
|
|
Jul 25, 2024
Q2 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
1.88K+ 1.52% |
$143K - $155K
|
125K
$9.73M
|
|
|
Aug 02, 2024
Q2 2024
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
1.88K+ 2.7% |
$143K - $154K
|
71.4K
$5.53M
|
|
|
Aug 02, 2024
Q2 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
1.87K+ 37.54% |
$143K - $154K
|
6.87K
$532K
|
|
|
Aug 13, 2024
Q2 2024
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
1.87K+ 67.75% |
$142K - $154K
|
4.63K
$359K
|
|
|
Jul 23, 2024
Q2 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
1.84K+ 0.81% |
$140K - $152K
|
228K
$17.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.84K+ 20.7% |
$140K - $151K
|
10.7K
$831K
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.83K+ 5.12% |
$139K - $151K
|
37.6K
$2.91M
|
|
|
Nov 14, 2024
Q2 2024
|
Marquette Associates, Inc.
Chicago, IL |
BUY
|
- |
1.81K+ 1.04% |
$138K - $149K
|
175K
$13.6M
|
|
|
Aug 13, 2024
Q2 2024
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
1.78K+ 16.43% |
$135K - $146K
|
12.6K
$975K
|
|
|
Jul 09, 2024
Q2 2024
|
Marion Wealth Management
|
BUY
|
- |
1.74K+ 61.28% |
$132K - $143K
|
4.57K
$354K
|
|
|
Jul 23, 2024
Q2 2024
|
Rmr Wealth Builders
|
BUY
|
- |
1.73K+ 2.83% |
$132K - $142K
|
62.8K
$4.87M
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
1.73K+ 25.59% |
$132K - $142K
|
8.49K
$658K
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.68KNew |
$128K - $138K
|
1.68K
$131K
|
|
|
Aug 12, 2024
Q2 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
1.64K+ 24.07% |
$125K - $135K
|
8.44K
$654K
|
|
|
Aug 08, 2024
Q2 2024
|
Resolute Advisors LLC
|
BUY
|
- |
1.63K+ 1.8% |
$124K - $134K
|
92.6K
$7.17M
|
|
|
Aug 07, 2024
Q2 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.63K+ 20.43% |
$124K - $134K
|
9.61K
$745K
|
|
|
Jul 24, 2024
Q2 2024
|
Oldfather Financial Services, LLC
|
BUY
|
- |
1.62K+ 1.58% |
$123K - $133K
|
104K
$8.04M
|
|
|
Jul 16, 2024
Q2 2024
|
Country Club Bank
|
BUY
|
- |
1.6K+ 0.43% |
$121K - $131K
|
373K
$28.9M
|
|
|
Aug 09, 2024
Q2 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
1.59K+ 2.3% |
$121K - $131K
|
70.9K
$5.49M
|
|
|
Aug 12, 2024
Q2 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
1.57K+ 1.4% |
$120K - $129K
|
114K
$8.8M
|
|
|
Aug 13, 2024
Q2 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1.53K+ 5.01% |
$116K - $126K
|
32.1K
$2.49M
|
|
|
Jul 25, 2024
Q2 2024
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
1.53K+ 4.32% |
$116K - $126K
|
37K
$2.86M
|
|
|
Jul 16, 2024
Q2 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
1.52K+ 1.98% |
$115K - $125K
|
78.1K
$6.05M
|
|
|
Jul 11, 2024
Q2 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
1.51K+ 4.55% |
$115K - $124K
|
34.8K
$2.69M
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.46K+ 1.91% |
$111K - $120K
|
78K
$6.04M
|
|
|
Jul 12, 2024
Q2 2024
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
1.46K+ 1.46% |
$111K - $120K
|
101K
$7.85M
|
|
|
Jul 22, 2024
Q2 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
1.46K+ 1.43% |
$111K - $120K
|
103K
$8.01M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.44K+ 5.75% |
$109K - $118K
|
26.4K
$2.05M
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
1.42K+ 15.47% |
$108K - $117K
|
10.6K
$823K
|
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
1.42K+ 0.82% |
$108K - $117K
|
174K
$13.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Chesapeake Wealth Management
|
BUY
|
- |
1.42K+ 1.93% |
$108K - $117K
|
75.2K
$5.83M
|
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
1.42KNew |
$108K - $117K
|
1.42K
$110K
|
|
|
Oct 18, 2024
Q2 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
1.42K+ 2.83% |
$108K - $117K
|
51.5K
$4M
|
|
|
Jul 12, 2024
Q2 2024
|
City Holding CO
|
BUY
|
- |
1.42K+ 2.4% |
$108K - $116K
|
60.4K
$4.68M
|
|
|
Aug 02, 2024
Q2 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
1.41K+ 4.64% |
$107K - $115K
|
31.7K
$2.46M
|
|
|
Jul 16, 2024
Q2 2024
|
Financial Insights, Inc.
|
BUY
|
- |
1.4K+ 4.67% |
$106K - $115K
|
31.3K
$2.43M
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.36K+ 8.89% |
$103K - $111K
|
16.6K
$1.29M
|
|
|
Jul 22, 2024
Q2 2024
|
Xml Financial, LLC
|
BUY
|
- |
1.34K+ 3.25% |
$102K - $110K
|
42.5K
$3.29M
|
|
|
Jul 25, 2024
Q2 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1.33KNew |
$102K - $110K
|
1.33K
$103K
|