Purchases and Sales Made in Q1 2024 in Ishares Tr Msci Eafe ETF (EFA)
This table provides information about the institutional ownership of Ishares Tr Msci Eafe ETF (EFA) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
261+ 1.36% |
$19.1K - $20.9K
|
19.5K
$1.51M
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
250+ 1.57% |
$18.3K - $20K
|
16.1K
$1.25M
|
|
|
Apr 29, 2024
Q1 2024
|
Sonata Capital Group Inc
|
BUY
|
- |
249+ 6.58% |
$18.2K - $19.9K
|
4.03K
$313K
|
|
|
Apr 22, 2024
Q1 2024
|
Cortland Associates Inc
|
BUY
|
- |
245+ 7.16% |
$17.9K - $19.6K
|
3.67K
$284K
|
|
|
Apr 15, 2024
Q1 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
240+ 1.21% |
$17.5K - $19.2K
|
20K
$1.55M
|
|
|
Apr 16, 2024
Q1 2024
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
240+ 1.95% |
$17.5K - $19.2K
|
12.5K
$972K
|
|
|
May 09, 2024
Q1 2024
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
237+ 0.54% |
$17.3K - $19K
|
44.5K
$3.45M
|
|
|
May 10, 2024
Q1 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
237+ 9.27% |
$17.3K - $19K
|
2.79K
$216K
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
232+ 28.16% |
$17K - $18.6K
|
1.06K
$81.8K
|
|
|
Apr 15, 2024
Q1 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
224+ 1.37% |
$16.4K - $17.9K
|
16.6K
$1.28M
|
|
|
May 15, 2024
Q1 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
223New |
$16.3K - $17.8K
|
223
$17.3K
|
|
|
May 16, 2024
Q1 2024
|
Garner Asset Management Corp
|
BUY
|
- |
222+ 4.82% |
$16.2K - $17.8K
|
4.82K
$374K
|
|
|
Apr 17, 2024
Q1 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
220+ 1.6% |
$16.1K - $17.6K
|
14K
$1.08M
|
|
|
May 17, 2024
Q1 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
219+ 3.74% |
$16K - $17.5K
|
6.08K
$471K
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
214+ 3.73% |
$15.6K - $17.1K
|
5.95K
$461K
|
|
|
May 08, 2024
Q1 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
211+ 5.26% |
$15.4K - $16.9K
|
4.22K
$327K
|
|
|
May 13, 2024
Q1 2024
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
211+ 0.52% |
$15.4K - $16.9K
|
40.7K
$3.15M
|
|
|
May 01, 2024
Q1 2024
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
210+ 3.99% |
$15.4K - $16.8K
|
5.48K
$424K
|
|
|
May 08, 2024
Q1 2024
|
Long Road Investment Counsel, LLC
|
BUY
|
- |
200+ 1.35% |
$14.6K - $16K
|
15K
$1.16M
|
|
|
May 08, 2024
Q1 2024
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
199+ 2.97% |
$14.5K - $15.9K
|
6.91K
$535K
|
|
|
Oct 18, 2024
Q1 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
194+ 0.39% |
$14.2K - $15.5K
|
50.1K
$3.88M
|
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
BUY
|
- |
193+ 0.93% |
$14.1K - $15.4K
|
20.9K
$1.62M
|
|
|
May 09, 2024
Q1 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
190+ 15.32% |
$13.9K - $15.2K
|
1.43K
$111K
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
183+ 0.33% |
$13.4K - $14.6K
|
56.4K
$4.37M
|
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
181+ 3.58% |
$13.2K - $14.5K
|
5.23K
$406K
|
|
|
Apr 30, 2024
Q1 2024
|
Van Eck Associates Corp
|
BUY
|
- |
179New |
$13.1K - $14.3K
|
179
$13.9K
|
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
178+ 24.45% |
$13K - $14.2K
|
906
$70.2K
|
|
|
Apr 29, 2024
Q1 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
164+ 3.28% |
$12K - $13.1K
|
5.17K
$400K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
157New |
$11.5K - $12.6K
|
157
$12.2K
|
|
|
May 06, 2024
Q1 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
150New |
$11K - $12K
|
150
$11.6K
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
147+ 0.22% |
$10.7K - $11.8K
|
65.6K
$5.08M
|
|
|
May 02, 2024
Q1 2024
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
140+ 1.95% |
$10.2K - $11.2K
|
7.34K
$569K
|
|
|
Apr 17, 2024
Q1 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
139+ 0.38% |
$10.2K - $11.1K
|
36.6K
$2.84M
|
|
|
May 07, 2024
Q1 2024
|
Meeder Asset Management Inc
|
BUY
|
- |
136+ 4.13% |
$9.94K - $10.9K
|
3.43K
$266K
|
|
|
May 10, 2024
Q1 2024
|
Bank Ozk
|
BUY
|
- |
136+ 0.53% |
$9.94K - $10.9K
|
25.9K
$2.01M
|
|
|
May 10, 2024
Q1 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
135+ 1.72% |
$9.87K - $10.8K
|
7.98K
$618K
|
|
|
Apr 15, 2024
Q1 2024
|
Affiance Financial, LLC
|
BUY
|
- |
133+ 0.79% |
$9.72K - $10.6K
|
17.1K
$1.32M
|
|
|
Apr 25, 2024
Q1 2024
|
Pioneer Trust Bank N A
Salem, OR |
BUY
|
- |
133+ 2.56% |
$9.72K - $10.6K
|
5.33K
$413K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
130+ 2.38% |
$9.5K - $10.4K
|
5.6K
$434K
|
|
|
May 08, 2024
Q1 2024
|
Schwab Charitable Fund
|
BUY
|
- |
129+ 1.5% |
$9.43K - $10.3K
|
8.72K
$675K
|
|
|
Apr 22, 2024
Q1 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
126+ 2.57% |
$9.21K - $10.1K
|
5.03K
$390K
|
|
|
Apr 23, 2024
Q1 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
126+ 3.92% |
$9.21K - $10.1K
|
3.34K
$259K
|
|
|
Apr 29, 2024
Q1 2024
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
125+ 0.49% |
$9.14K - $10K
|
25.8K
$2M
|
|
|
Apr 30, 2024
Q1 2024
|
Bray Capital Advisors
|
BUY
|
- |
125+ 0.18% |
$9.14K - $10K
|
68.5K
$5.31M
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
118New |
$8.63K - $9.44K
|
118
$9.15K
|
|
|
Apr 23, 2024
Q1 2024
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
117+ 1.08% |
$8.55K - $9.36K
|
10.9K
$847K
|
|
|
May 01, 2024
Q1 2024
|
Tkg Advisors, LLC
|
BUY
|
- |
117+ 3.19% |
$8.55K - $9.36K
|
3.79K
$294K
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
116+ 1.51% |
$8.48K - $9.28K
|
7.79K
$604K
|
|
|
May 14, 2024
Q1 2024
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
116+ 1.09% |
$8.48K - $9.28K
|
10.8K
$837K
|
|
|
May 02, 2024
Q1 2024
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
114+ 1.25% |
$8.33K - $9.12K
|
9.23K
$715K
|