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 23, 2024
Q1 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-80- 0.42% |
$5.85K - $6.4K
|
18.8K
$1.54M
|
|
|
May 07, 2024
Q1 2024
|
Abbrea Capital, LLC
|
SELL
|
- |
-80- 0.26% |
$5.85K - $6.4K
|
30.7K
$2.52M
|
|
|
May 08, 2024
Q1 2024
|
Shayne & Co., LLC
|
SELL
|
- |
-80- 0.77% |
$5.85K - $6.4K
|
10.2K
$839K
|
|
|
Apr 11, 2024
Q1 2024
|
West Financial Advisors, LLC
|
SELL
|
- |
-81- 12.48% |
$5.92K - $6.48K
|
568
$46.5K
|
|
|
May 07, 2024
Q1 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-81- 0.53% |
$5.92K - $6.48K
|
15.1K
$1.24M
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-81- 1.53% |
$5.92K - $6.48K
|
5.2K
$426K
|
|
|
Apr 15, 2024
Q1 2024
|
First Bancorp, Inc
|
SELL
|
- |
-83- 0.44% |
$6.07K - $6.64K
|
18.6K
$1.53M
|
|
|
May 14, 2024
Q1 2024
|
Atalanta Sosnoff Capital, LLC
|
SELL
|
- |
-85- 1.91% |
$6.21K - $6.8K
|
4.36K
$357K
|
|
|
May 06, 2024
Q1 2024
|
Bellwether Advisors, LLC
|
SELL
|
- |
-87- 1.87% |
$6.36K - $6.96K
|
4.56K
$373K
|
|
|
Apr 17, 2024
Q1 2024
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-89- 2.08% |
$6.51K - $7.12K
|
4.19K
$343K
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-90- 0.97% |
$6.58K - $7.2K
|
9.21K
$755K
|
|
|
May 13, 2024
Q1 2024
|
Key F Inancial Inc
|
SELL
|
- |
-94- 1.85% |
$6.87K - $7.52K
|
5K
$410K
|
|
|
Apr 11, 2024
Q1 2024
|
Clarus Wealth Advisors
|
SELL
|
- |
-96- 0.24% |
$7.02K - $7.68K
|
39.6K
$3.24M
|
|
|
May 01, 2024
Q1 2024
|
Ballast Advisors LLC
|
SELL
|
- |
-97- 4.95% |
$7.09K - $7.76K
|
1.86K
$153K
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-98- 29.17% |
$7.16K - $7.84K
|
238
$19.5K
|
|
|
Apr 24, 2024
Q1 2024
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-100- 0.85% |
$7.31K - $8K
|
11.6K
$954K
|
|
|
May 07, 2024
Q1 2024
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-100- 1.34% |
$7.31K - $8K
|
7.35K
$602K
|
|
|
Apr 17, 2024
Q1 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
SELL
|
- |
-102- 0.5% |
$7.46K - $8.16K
|
20.3K
$1.66M
|
|
|
Apr 25, 2024
Q1 2024
|
Legacy Bridge, LLC
|
SELL
|
- |
-105- 0.64% |
$7.68K - $8.4K
|
16.4K
$1.34M
|
|
|
Apr 29, 2024
Q1 2024
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-106- 3.02% |
$7.75K - $8.48K
|
3.4K
$279K
|
|
|
May 14, 2024
Q1 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-110- 1.93% |
$8.04K - $8.8K
|
5.58K
$457K
|
|
|
May 14, 2024
Q1 2024
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-111- 0.38% |
$8.12K - $8.88K
|
29.1K
$2.39M
|
|
|
Jan 28, 2025
Q1 2024
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-111- 0.45% |
$8.12K - $8.88K
|
24.5K
$2.01M
|
|
|
Apr 29, 2024
Q1 2024
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-112- 0.75% |
$8.19K - $8.96K
|
14.8K
$1.21M
|
|
|
May 03, 2024
Q1 2024
|
Rede Wealth, LLC
|
SELL
|
- |
-114- 3.02% |
$8.33K - $9.12K
|
3.67K
$300K
|
|
|
Apr 11, 2024
Q1 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-118- 1.75% |
$8.63K - $9.44K
|
6.61K
$542K
|
|
|
Apr 10, 2024
Q1 2024
|
Thomasville National Bank
|
SELL
|
- |
-120- 0.88% |
$8.77K - $9.6K
|
13.5K
$1.1M
|
|
|
Apr 12, 2024
Q1 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-120- 3.95% |
$8.77K - $9.6K
|
2.92K
$239K
|
|
|
Apr 29, 2024
Q1 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-122- 3.91% |
$8.92K - $9.76K
|
3K
$246K
|
|
|
May 14, 2024
Q1 2024
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-122- 2.09% |
$8.92K - $9.76K
|
5.72K
$468K
|
|
|
May 13, 2024
Q1 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-123- 0.58% |
$8.99K - $9.84K
|
21K
$1.72M
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-124- 0.74% |
$9.07K - $9.92K
|
16.7K
$1.37M
|
|
|
May 07, 2024
Q1 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-125- 1.12% |
$9.14K - $10K
|
11K
$905K
|
|
|
May 10, 2024
Q1 2024
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-125- 1.31% |
$9.14K - $10K
|
9.44K
$774K
|
|
|
Apr 16, 2024
Q1 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-126- 4.08% |
$9.21K - $10.1K
|
2.97K
$243K
|
|
|
Apr 24, 2024
Q1 2024
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-126- 3.45% |
$9.21K - $10.1K
|
3.52K
$289K
|
|
|
May 13, 2024
Q1 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-126- 1.09% |
$9.21K - $10.1K
|
11.5K
$941K
|
|
|
Apr 24, 2024
Q1 2024
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-127- 2.21% |
$9.28K - $10.2K
|
5.61K
$460K
|
|
|
Apr 17, 2024
Q1 2024
|
Uma Financial Services, Inc.
|
SELL
|
- |
-128- 1.17% |
$9.36K - $10.2K
|
10.8K
$886K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-130- 2.25% |
$9.5K - $10.4K
|
5.64K
$462K
|
|
|
Apr 24, 2024
Q1 2024
|
Activest Wealth Management
|
SELL
|
- |
-134Closed |
$9.8K - $10.7K
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-134- 1.37% |
$9.8K - $10.7K
|
9.61K
$788K
|
|
|
May 10, 2024
Q1 2024
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-135- 4.99% |
$9.87K - $10.8K
|
2.57K
$210K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-138- 0.19% |
$10.1K - $11K
|
73.2K
$6M
|
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-138- 97.18% |
$10.1K - $11K
|
4
$328
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-139- 6.05% |
$10.2K - $11.1K
|
2.16K
$177K
|
|
|
Apr 23, 2024
Q1 2024
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-140- 1.05% |
$10.2K - $11.2K
|
13.2K
$1.08M
|
|
|
Apr 26, 2024
Q1 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-140- 1.13% |
$10.2K - $11.2K
|
12.2K
$1M
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-141- 3.15% |
$10.3K - $11.3K
|
4.33K
$355K
|
|
|
Apr 15, 2024
Q1 2024
|
Signature Securities Group Corporation
|
SELL
|
- |
-143- 0.2% |
$10.5K - $11.4K
|
73.1K
$5.99M
|