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 12, 2024
Q1 2024
|
First Financial Corp
|
SELL
|
- |
-31- 1.07% |
$2.27K - $2.48K
|
2.86K
$221K
|
|
|
May 02, 2024
Q1 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-31- 0.13% |
$2.27K - $2.48K
|
24.7K
$1.92M
|
|
|
Apr 11, 2024
Q1 2024
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-32- 1.4% |
$2.34K - $2.56K
|
2.25K
$174K
|
|
|
Apr 25, 2024
Q1 2024
|
Gfs Advisors, LLC
|
SELL
|
- |
-32- 0.24% |
$2.34K - $2.56K
|
13.3K
$1.03M
|
|
|
Apr 26, 2024
Q1 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-32- 0.72% |
$2.34K - $2.56K
|
4.43K
$343K
|
|
|
May 03, 2024
Q1 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-33- 0.59% |
$2.41K - $2.64K
|
5.55K
$430K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-33- 1.51% |
$2.41K - $2.64K
|
2.15K
$167K
|
|
|
Apr 15, 2024
Q1 2024
|
G&S Capital LLC
|
SELL
|
- |
-34- 0.2% |
$2.49K - $2.72K
|
16.6K
$1.29M
|
|
|
May 03, 2024
Q1 2024
|
Peoples Bank
|
SELL
|
- |
-34- 0.16% |
$2.49K - $2.72K
|
21.4K
$1.66M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-35- 0.36% |
$2.56K - $2.8K
|
9.77K
$757K
|
|
|
May 13, 2024
Q1 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-35- 0.06% |
$2.56K - $2.8K
|
60.5K
$4.69M
|
|
|
May 13, 2024
Q1 2024
|
American Investment Services, Inc.
|
SELL
|
- |
-40- 1.02% |
$2.92K - $3.2K
|
3.9K
$302K
|
|
|
Apr 29, 2024
Q1 2024
|
Kanawha Capital Management LLC
|
SELL
|
- |
-41- 0.42% |
$3K - $3.28K
|
9.66K
$749K
|
|
|
Apr 15, 2024
Q1 2024
|
Old National Bancorp
|
SELL
|
- |
-43- 0.07% |
$3.14K - $3.44K
|
66.1K
$5.12M
|
|
|
Apr 18, 2024
Q1 2024
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-43- 0.84% |
$3.14K - $3.44K
|
5.08K
$394K
|
|
|
Apr 26, 2024
Q1 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-44- 29.93% |
$3.22K - $3.52K
|
103
$7.98K
|
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-44- 0.07% |
$3.22K - $3.52K
|
61.6K
$4.77M
|
|
|
Apr 15, 2024
Q1 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-45- 0.31% |
$3.29K - $3.6K
|
14.6K
$1.13M
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-45- 5.37% |
$3.29K - $3.6K
|
793
$61.5K
|
|
|
May 09, 2024
Q1 2024
|
Maple Capital Management, Inc.
|
SELL
|
- |
-46- 0.21% |
$3.36K - $3.68K
|
22.3K
$1.73M
|
|
|
Jun 13, 2024
Q1 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-46- 0.1% |
$3.36K - $3.68K
|
44.2K
$3.43M
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
SELL
|
- |
-50- 1.3% |
$3.66K - $4K
|
3.81K
$295K
|
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-50- 15.34% |
$3.66K - $4K
|
276
$21.4K
|
|
|
Apr 11, 2024
Q1 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-52- 4.08% |
$3.8K - $4.16K
|
1.22K
$94.7K
|
|
|
May 06, 2024
Q1 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-53- 0.59% |
$3.87K - $4.24K
|
9K
$697K
|
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-59- 0.5% |
$4.31K - $4.72K
|
11.8K
$915K
|
|
|
Apr 29, 2024
Q1 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-60- 1.08% |
$4.39K - $4.8K
|
5.49K
$426K
|
|
|
Apr 25, 2024
Q1 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-61- 0.9% |
$4.46K - $4.88K
|
6.68K
$518K
|
|
|
Apr 01, 2024
Q1 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-62- 26.72% |
$4.53K - $4.96K
|
170
$13.2K
|
|
|
Apr 15, 2024
Q1 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-62- 0.23% |
$4.53K - $4.96K
|
26.4K
$2.05M
|
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-63- 3.35% |
$4.61K - $5.04K
|
1.82K
$141K
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-63- 1.06% |
$4.61K - $5.04K
|
5.86K
$454K
|
|
|
May 08, 2024
Q1 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-65- 0.15% |
$4.75K - $5.2K
|
43.2K
$3.34M
|
|
|
May 13, 2024
Q1 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-65- 0.74% |
$4.75K - $5.2K
|
8.76K
$679K
|
|
|
May 07, 2024
Q1 2024
|
49 Wealth Management, LLC
Austin, TX |
SELL
|
- |
-66- 0.63% |
$4.83K - $5.28K
|
10.5K
$813K
|
|
|
May 14, 2024
Q1 2024
|
First Financial Bankshares Inc
Abilene, TX |
SELL
|
- |
-69- 0.09% |
$5.04K - $5.52K
|
80.7K
$6.25M
|
|
|
Apr 18, 2024
Q1 2024
|
In Track Investment Management Inc
|
SELL
|
- |
-70- 0.19% |
$5.12K - $5.6K
|
36.3K
$2.82M
|
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-70- 0.18% |
$5.12K - $5.6K
|
39.8K
$3.08M
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
SELL
|
- |
-72- 1.06% |
$5.26K - $5.76K
|
6.72K
$521K
|
|
|
Apr 19, 2024
Q1 2024
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-73- 1.22% |
$5.34K - $5.84K
|
5.91K
$458K
|
|
|
May 01, 2024
Q1 2024
|
Northeast Investment Management
|
SELL
|
- |
-75- 0.59% |
$5.48K - $6K
|
12.5K
$971K
|
|
|
May 08, 2024
Q1 2024
|
North Star Asset Management Inc
|
SELL
|
- |
-75- 1.4% |
$5.48K - $6K
|
5.29K
$410K
|
|
|
May 09, 2024
Q1 2024
|
Gs Investments, Inc.
|
SELL
|
- |
-75- 0.25% |
$5.48K - $6K
|
29.8K
$2.31M
|
|
|
Apr 11, 2024
Q1 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-77- 0.02% |
$5.63K - $6.16K
|
401K
$31.1M
|
|
|
May 02, 2024
Q1 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-79- 1.25% |
$5.78K - $6.32K
|
6.26K
$485K
|
|
|
Apr 04, 2024
Q1 2024
|
Boltwood Capital Management
|
SELL
|
- |
-80- 0.25% |
$5.85K - $6.4K
|
32.3K
$2.5M
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-80- 2.64% |
$5.85K - $6.4K
|
2.95K
$229K
|
|
|
Apr 23, 2024
Q1 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-80- 0.42% |
$5.85K - $6.4K
|
18.8K
$1.46M
|
|
|
May 07, 2024
Q1 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-80- 0.26% |
$5.85K - $6.4K
|
30.7K
$2.38M
|
|
|
May 08, 2024
Q1 2024
|
Shayne & Co., LLC
|
SELL
|
- |
-80- 0.77% |
$5.85K - $6.4K
|
10.2K
$794K
|