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 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.32K+ 0.42% |
$101K - $109K
|
319K
$24.7M
|
|
|
Jul 30, 2024
Q2 2024
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
1.31K+ 1.78% |
$99.8K - $108K
|
75.2K
$5.83M
|
|
|
Aug 12, 2024
Q2 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
1.29K+ 9.71% |
$98.2K - $106K
|
14.6K
$1.13M
|
|
|
Jul 25, 2024
Q2 2024
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
1.28K+ 0.78% |
$97.7K - $105K
|
165K
$12.8M
|
|
|
Jul 30, 2024
Q2 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
1.27K+ 3.85% |
$96.6K - $104K
|
34.3K
$2.66M
|
|
|
Jul 17, 2024
Q2 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
1.26K+ 28.05% |
$95.5K - $103K
|
5.73K
$444K
|
|
|
Aug 02, 2024
Q2 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
1.24K+ 41.43% |
$94.4K - $102K
|
4.23K
$328K
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.23K+ 34.94% |
$93.7K - $101K
|
4.75K
$368K
|
|
|
Aug 09, 2024
Q2 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.23K+ 8.44% |
$93.6K - $101K
|
15.8K
$1.22M
|
|
|
Jul 08, 2024
Q2 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
1.22K+ 1.04% |
$92.4K - $99.8K
|
118K
$9.15M
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
1.18K+ 0.36% |
$89.9K - $97K
|
327K
$25.4M
|
|
|
Jul 30, 2024
Q2 2024
|
Kings Path Partners LLC
Sugar Land, TX |
BUY
|
- |
1.18KNew |
$89.4K - $96.5K
|
1.18K
$91.1K
|
|
|
Jul 15, 2024
Q2 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
1.17K+ 10.52% |
$88.9K - $96K
|
12.3K
$952K
|
|
|
Aug 01, 2024
Q2 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
1.17K+ 4.53% |
$88.7K - $95.8K
|
26.9K
$2.09M
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
1.15KNew |
$87.5K - $94.5K
|
1.15K
$89.1K
|
|
|
Aug 12, 2024
Q2 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
1.14K+ 22.14% |
$87K - $94K
|
6.31K
$489K
|
|
|
Aug 15, 2024
Q2 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
1.13K+ 2.07% |
$86.3K - $93.2K
|
56K
$4.34M
|
|
|
Aug 12, 2024
Q2 2024
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
1.1K+ 14.98% |
$83.3K - $90K
|
8.41K
$651K
|
|
|
Aug 14, 2024
Q2 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
1.09K+ 3.02% |
$83.2K - $89.9K
|
37.4K
$2.9M
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
1.09K+ 6.5% |
$82.6K - $89.1K
|
17.8K
$1.38M
|
|
|
Aug 13, 2024
Q2 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.08K+ 1.25% |
$82.4K - $89K
|
87.4K
$6.77M
|
|
|
Jul 19, 2024
Q2 2024
|
First Citizens Bank & Trust CO
|
BUY
|
- |
1.08K+ 1.75% |
$81.9K - $88.5K
|
62.8K
$4.86M
|
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
1.08KNew |
$81.8K - $88.3K
|
1.08K
$83.3K
|
|
|
Jul 12, 2024
Q2 2024
|
Hfg Advisors, Inc.
|
BUY
|
- |
1.08K+ 4.56% |
$81.8K - $88.3K
|
24.6K
$1.91M
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
1.05K+ 4.57% |
$80K - $86.4K
|
24K
$1.86M
|
|
|
Aug 14, 2024
Q2 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
1.05K+ 1.05% |
$79.6K - $85.9K
|
101K
$7.8M
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.04K+ 16.04% |
$79.1K - $85.4K
|
7.52K
$582K
|
|
|
Jul 30, 2024
Q2 2024
|
Orin Green Financial, LLC
|
BUY
|
- |
1.03K+ 0.97% |
$78.5K - $84.8K
|
107K
$8.3M
|
|
|
Jul 31, 2024
Q2 2024
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
1.02K+ 24.79% |
$77.5K - $83.6K
|
5.13K
$397K
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.02K+ 6.48% |
$77.2K - $83.4K
|
16.7K
$1.29M
|
|
|
Jul 11, 2024
Q2 2024
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
1.01K+ 0.19% |
$76.5K - $82.6K
|
518K
$40.1M
|
|
|
Jul 26, 2024
Q2 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
994+ 0.74% |
$75.6K - $81.7K
|
136K
$10.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Bontempo Ohly Capital Mgmt LLC
Bethesda, MD |
BUY
|
- |
984+ 0.16% |
$74.9K - $80.8K
|
628K
$48.7M
|
|
|
Jul 22, 2024
Q2 2024
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
981+ 5.19% |
$74.6K - $80.6K
|
19.9K
$1.54M
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
964+ 4.07% |
$73.4K - $79.2K
|
24.7K
$1.91M
|
|
|
Jul 16, 2024
Q2 2024
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
950+ 3.27% |
$72.3K - $78.1K
|
30K
$2.33M
|
|
|
Aug 07, 2024
Q2 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
935+ 1.97% |
$71.1K - $76.8K
|
48.5K
$3.76M
|
|
|
Aug 13, 2024
Q2 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
934+ 3.0% |
$71.1K - $76.7K
|
32.1K
$2.49M
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
923+ 18.42% |
$70.2K - $75.8K
|
5.94K
$460K
|
|
|
Aug 15, 2024
Q2 2024
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
BUY
|
- |
918+ 12.93% |
$69.9K - $75.4K
|
8.02K
$621K
|
|
|
Jul 30, 2024
Q2 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
914+ 13.0% |
$69.5K - $75.1K
|
7.95K
$616K
|
|
|
Aug 13, 2024
Q2 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
914+ 2.4% |
$69.5K - $75.1K
|
38.9K
$3.02M
|
|
|
Jul 17, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
903+ 11.83% |
$68.7K - $74.2K
|
8.54K
$662K
|
|
|
Oct 31, 2024
Q2 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
903+ 11.83% |
$68.7K - $74.2K
|
8.54K
$662K
|
|
|
Aug 13, 2024
Q2 2024
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
874+ 1.36% |
$66.5K - $71.8K
|
65.2K
$5.05M
|
|
|
Jul 22, 2024
Q2 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
871+ 12.18% |
$66.3K - $71.6K
|
8.02K
$622K
|
|
|
Aug 06, 2024
Q2 2024
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
837+ 0.77% |
$63.7K - $68.8K
|
109K
$8.46M
|
|
|
Aug 14, 2024
Q2 2024
|
Harvest Investment Advisors, LLC
Tallahassee, FL |
BUY
|
- |
833+ 0.63% |
$63.4K - $68.4K
|
133K
$10.3M
|
|
|
Jul 10, 2024
Q2 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
813+ 11.39% |
$61.9K - $66.8K
|
7.95K
$616K
|
|
|
Aug 01, 2024
Q2 2024
|
Spc Financial, Inc.
|
BUY
|
- |
813+ 8.27% |
$61.9K - $66.8K
|
10.6K
$825K
|