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 24, 2024
Q1 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-230- 4.59% |
$16.8K - $18.4K
|
4.78K
$371K
|
|
|
May 02, 2024
Q1 2024
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-230- 0.69% |
$16.8K - $18.4K
|
33.2K
$2.58M
|
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-231- 3.18% |
$16.9K - $18.5K
|
7.03K
$545K
|
|
|
Apr 18, 2024
Q1 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-232- 7.81% |
$17K - $18.6K
|
2.74K
$212K
|
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
SELL
|
- |
-233- 1.25% |
$17K - $18.6K
|
18.3K
$1.42M
|
|
|
Apr 08, 2024
Q1 2024
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-235- 2.33% |
$17.2K - $18.8K
|
9.84K
$762K
|
|
|
May 06, 2024
Q1 2024
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-238- 2.15% |
$17.4K - $19K
|
10.8K
$838K
|
|
|
Apr 17, 2024
Q1 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-240- 2.77% |
$17.5K - $19.2K
|
8.44K
$654K
|
|
|
Apr 15, 2024
Q1 2024
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-241- 1.28% |
$17.6K - $19.3K
|
18.6K
$1.44M
|
|
|
May 15, 2024
Q1 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-250- 6.44% |
$18.3K - $20K
|
3.64K
$282K
|
|
|
Apr 09, 2024
Q1 2024
|
Collective Family Office LLC
|
SELL
|
- |
-251- 4.07% |
$18.4K - $20.1K
|
5.91K
$458K
|
|
|
May 14, 2024
Q1 2024
|
Ltg Capital LLC
|
SELL
|
- |
-254- 0.64% |
$18.6K - $20.3K
|
39.2K
$3.04M
|
|
|
May 07, 2024
Q1 2024
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-256- 2.28% |
$18.7K - $20.5K
|
11K
$850K
|
|
|
Apr 16, 2024
Q1 2024
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-259- 2.37% |
$18.9K - $20.7K
|
10.7K
$827K
|
|
|
May 02, 2024
Q1 2024
|
Graypoint LLC
|
SELL
|
- |
-261- 1.34% |
$19.1K - $20.9K
|
19.3K
$1.49M
|
|
|
Apr 15, 2024
Q1 2024
|
Windsor Capital Management, LLC
|
SELL
|
- |
-264- 1.33% |
$19.3K - $21.1K
|
19.6K
$1.52M
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-266- 59.38% |
$19.4K - $21.3K
|
182
$14.1K
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-267- 1.16% |
$19.5K - $21.4K
|
22.8K
$1.76M
|
|
|
May 13, 2024
Q1 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-267- 0.11% |
$19.5K - $21.4K
|
243K
$18.9M
|
|
|
May 21, 2024
Q1 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-268- 1.21% |
$19.6K - $21.5K
|
21.9K
$1.69M
|
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-275- 6.75% |
$20.1K - $22K
|
3.8K
$294K
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-277- 3.32% |
$20.3K - $22.2K
|
8.06K
$625K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-281- 8.48% |
$20.5K - $22.5K
|
3.03K
$235K
|
|
|
Apr 18, 2024
Q1 2024
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-284- 1.72% |
$20.8K - $22.7K
|
16.2K
$1.26M
|
|
|
Apr 08, 2024
Q1 2024
|
Atlas Brown,Inc.
|
SELL
|
- |
-286- 1.03% |
$20.9K - $22.9K
|
27.6K
$2.14M
|
|
|
May 14, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-286- 0.18% |
$20.9K - $22.9K
|
155K
$12M
|
|
|
Apr 29, 2024
Q1 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-289- 3.38% |
$21.1K - $23.1K
|
8.26K
$640K
|
|
|
Apr 24, 2024
Q1 2024
|
Krilogy Financial LLC
|
SELL
|
- |
-297- 0.43% |
$21.7K - $23.8K
|
68.6K
$5.31M
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-299- 0.2% |
$21.9K - $23.9K
|
146K
$11.3M
|
|
|
May 01, 2024
Q1 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-300- 0.9% |
$21.9K - $24K
|
33K
$2.56M
|
|
|
May 06, 2024
Q1 2024
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-300- 6.75% |
$21.9K - $24K
|
4.15K
$321K
|
|
|
May 10, 2024
Q1 2024
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-300- 1.2% |
$21.9K - $24K
|
24.7K
$1.92M
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-302- 3.26% |
$22.1K - $24.2K
|
8.97K
$695K
|
|
|
May 01, 2024
Q1 2024
|
Acas, LLC
|
SELL
|
- |
-304- 0.93% |
$22.2K - $24.3K
|
32.4K
$2.51M
|
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-305- 0.49% |
$22.3K - $24.4K
|
62.5K
$4.84M
|
|
|
Apr 12, 2024
Q1 2024
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-308- 3.95% |
$22.5K - $24.7K
|
7.48K
$580K
|
|
|
May 15, 2024
Q1 2024
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-308- 0.68% |
$22.5K - $24.7K
|
44.9K
$3.48M
|
|
|
May 13, 2024
Q1 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-309- 0.81% |
$22.6K - $24.7K
|
37.7K
$2.92M
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-313- 1.43% |
$22.9K - $25.1K
|
21.6K
$1.68M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-315- 6.27% |
$23K - $25.2K
|
4.71K
$365K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-315- 28.43% |
$23K - $25.2K
|
793
$61.5K
|
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-316- 4.17% |
$23.1K - $25.3K
|
7.27K
$563K
|
|
|
May 13, 2024
Q1 2024
|
Eukles Asset Management
|
SELL
|
- |
-318- 1.4% |
$23.2K - $25.5K
|
22.4K
$1.74M
|
|
|
Aug 13, 2024
Q1 2024
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-321- 6.54% |
$23.5K - $25.7K
|
4.59K
$355K
|
|
|
Apr 15, 2024
Q1 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-322- 1.97% |
$23.5K - $25.8K
|
16K
$1.24M
|
|
|
May 15, 2024
Q1 2024
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-322- 3.59% |
$23.5K - $25.8K
|
8.64K
$670K
|
|
|
May 01, 2024
Q1 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-325- 4.75% |
$23.8K - $26K
|
6.52K
$505K
|
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-325- 1.28% |
$23.8K - $26K
|
25K
$1.94M
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-329- 3.52% |
$24.1K - $26.3K
|
9.02K
$699K
|
|
|
May 01, 2024
Q1 2024
|
Jag Capital Management, LLC
|
SELL
|
- |
-335- 6.1% |
$24.5K - $26.8K
|
5.16K
$400K
|