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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2024
Q1 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
110+ 2.51% |
$8.04K - $8.8K
|
4.49K
$348K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
110+ 0.43% |
$8.04K - $8.8K
|
25.6K
$1.98M
|
|
|
May 08, 2024
Q1 2024
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
109+ 0.05% |
$7.97K - $8.72K
|
231K
$17.9M
|
|
|
Apr 08, 2024
Q1 2024
|
Tompkins Financial Corp
|
BUY
|
- |
100+ 0.57% |
$7.31K - $8K
|
17.6K
$1.36M
|
|
|
Apr 26, 2024
Q1 2024
|
Austin Asset Management CO Inc
|
BUY
|
- |
100+ 1.42% |
$7.31K - $8K
|
7.13K
$552K
|
|
|
Apr 15, 2024
Q1 2024
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
93+ 0.62% |
$6.8K - $7.44K
|
15.1K
$1.17M
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
BUY
|
- |
91+ 0.05% |
$6.65K - $7.28K
|
189K
$14.7M
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
90+ 4.0% |
$6.58K - $7.2K
|
2.34K
$181K
|
|
|
Aug 14, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
89+ 1.6% |
$6.51K - $7.12K
|
5.64K
$437K
|
|
|
May 08, 2024
Q1 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
88+ 0.16% |
$6.43K - $7.04K
|
55.4K
$4.29M
|
|
|
Apr 11, 2024
Q1 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
85+ 0.14% |
$6.21K - $6.8K
|
62.7K
$4.86M
|
|
|
Apr 26, 2024
Q1 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
83New |
$6.07K - $6.64K
|
83
$6.43K
|
|
|
May 15, 2024
Q1 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
74+ 0.28% |
$5.41K - $5.92K
|
26.3K
$2.04M
|
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
BUY
|
- |
72+ 0.15% |
$5.26K - $5.76K
|
47.6K
$3.69M
|
|
|
Apr 10, 2024
Q1 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
69+ 0.25% |
$5.04K - $5.52K
|
27.3K
$2.12M
|
|
|
Apr 30, 2024
Q1 2024
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
65+ 1.12% |
$4.75K - $5.2K
|
5.87K
$455K
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
64+ 0.13% |
$4.68K - $5.12K
|
48.1K
$3.73M
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
63+ 0.56% |
$4.61K - $5.04K
|
11.3K
$874K
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
62+ 0.8% |
$4.53K - $4.96K
|
7.77K
$602K
|
|
|
Apr 24, 2024
Q1 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
60+ 0.22% |
$4.39K - $4.8K
|
27.1K
$2.1M
|
|
|
May 08, 2024
Q1 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
60+ 0.82% |
$4.39K - $4.8K
|
7.41K
$574K
|
|
|
May 15, 2024
Q1 2024
|
Amundi
Paris, I0 |
BUY
|
- |
59New |
$4.31K - $4.72K
|
59
$4.57K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
58+ 0.21% |
$4.24K - $4.64K
|
27.7K
$2.15M
|
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
BUY
|
- |
57+ 0.07% |
$4.17K - $4.56K
|
78.1K
$6.05M
|
|
|
May 10, 2024
Q1 2024
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
50+ 0.73% |
$3.66K - $4K
|
6.86K
$532K
|
|
|
May 10, 2024
Q1 2024
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
50+ 1.01% |
$3.66K - $4K
|
5.01K
$388K
|
|
|
Jul 24, 2024
Q1 2024
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
50+ 0.88% |
$3.66K - $4K
|
5.76K
$446K
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
49+ 0.26% |
$3.58K - $3.92K
|
19K
$1.47M
|
|
|
Apr 19, 2024
Q1 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
47+ 0.35% |
$3.44K - $3.76K
|
13.6K
$1.05M
|
|
|
Apr 30, 2024
Q1 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
47+ 0.19% |
$3.44K - $3.76K
|
25.3K
$1.96M
|
|
|
May 15, 2024
Q1 2024
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
47+ 0.22% |
$3.44K - $3.76K
|
21K
$1.63M
|
|
|
Apr 19, 2024
Q1 2024
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
43+ 0.04% |
$3.14K - $3.44K
|
121K
$9.34M
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
39New |
$2.85K - $3.12K
|
39
$3.02K
|
|
|
May 15, 2024
Q1 2024
|
Wallace Hart LLC
Lexington, KY |
BUY
|
- |
38New |
$2.78K - $3.04K
|
38
$2.95K
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
37+ 0.07% |
$2.71K - $2.96K
|
51.6K
$4M
|
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
35+ 30.7% |
$2.56K - $2.8K
|
149
$11.5K
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
35+ 0.67% |
$2.56K - $2.8K
|
5.27K
$409K
|
|
|
May 14, 2024
Q1 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
32+ 0.02% |
$2.34K - $2.56K
|
129K
$9.97M
|
|
|
Apr 16, 2024
Q1 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
31+ 0.96% |
$2.27K - $2.48K
|
3.27K
$253K
|
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
BUY
|
- |
30+ 0.19% |
$2.19K - $2.4K
|
16.1K
$1.24M
|
|
|
Apr 19, 2024
Q1 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
30+ 1.01% |
$2.19K - $2.4K
|
3K
$233K
|
|
|
Apr 30, 2024
Q1 2024
|
Sage Financial Group Inc
|
BUY
|
- |
26+ 0.44% |
$1.9K - $2.08K
|
5.88K
$456K
|
|
|
Apr 26, 2024
Q1 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
22+ 0.59% |
$1.61K - $1.76K
|
3.73K
$289K
|
|
|
Apr 29, 2024
Q1 2024
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
21+ 0.35% |
$1.54K - $1.68K
|
6.01K
$466K
|
|
|
May 09, 2024
Q1 2024
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
20+ 0.22% |
$1.46K - $1.6K
|
9.19K
$712K
|
|
|
May 10, 2024
Q1 2024
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
19+ 1.19% |
$1.39K - $1.52K
|
1.62K
$126K
|
|
|
Apr 15, 2024
Q1 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
17+ 0.33% |
$1.24K - $1.36K
|
5.15K
$399K
|
|
|
May 07, 2024
Q1 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
17+ 0.11% |
$1.24K - $1.36K
|
16K
$1.24M
|
|
|
May 10, 2024
Q1 2024
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
17+ 0.05% |
$1.24K - $1.36K
|
32.4K
$2.51M
|
|
|
Apr 18, 2024
Q1 2024
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
16+ 0.08% |
$1.17K - $1.28K
|
21.3K
$1.65M
|