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 16, 2024
Q1 2024
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-670- 3.29% |
$49K - $53.6K
|
19.7K
$1.53M
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-675- 1.28% |
$49.3K - $54K
|
51.9K
$4.04M
|
|
|
May 31, 2024
Q1 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-677- 0.6% |
$49.5K - $54.2K
|
112K
$8.7M
|
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-681- 1.57% |
$49.8K - $54.5K
|
42.6K
$3.32M
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-682- 3.71% |
$49.9K - $54.6K
|
17.7K
$1.38M
|
|
|
May 10, 2024
Q1 2024
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-687- 5.71% |
$50.2K - $55K
|
11.4K
$884K
|
|
|
May 09, 2024
Q1 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-699- 1.06% |
$51.1K - $55.9K
|
65.4K
$5.1M
|
|
|
Apr 15, 2024
Q1 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-700- 0.55% |
$51.2K - $56K
|
128K
$9.94M
|
|
|
Apr 17, 2024
Q1 2024
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-707- 1.53% |
$51.7K - $56.6K
|
45.5K
$3.54M
|
|
|
Apr 30, 2024
Q1 2024
|
Camden National Bank
Camden, ME |
SELL
|
- |
-709- 9.73% |
$51.8K - $56.7K
|
6.58K
$513K
|
|
|
May 02, 2024
Q1 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-713- 2.78% |
$52.1K - $57.1K
|
24.9K
$1.94M
|
|
|
Apr 18, 2024
Q1 2024
|
Tru Independence LLC
|
SELL
|
- |
-714- 6.43% |
$52.2K - $57.1K
|
10.4K
$810K
|
|
|
May 10, 2024
Q1 2024
|
Connors Investor Services Inc
Wyomissing, PA |
SELL
|
- |
-725- 1.08% |
$53K - $58K
|
66.2K
$5.16M
|
|
|
May 13, 2024
Q1 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-725- 2.23% |
$53K - $58K
|
31.8K
$2.48M
|
|
|
Apr 17, 2024
Q1 2024
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-735- 0.74% |
$53.7K - $58.8K
|
99.3K
$7.73M
|
|
|
May 09, 2024
Q1 2024
|
Urban Financial Advisory Corp
Chicago, IL |
SELL
|
- |
-735- 1.89% |
$53.7K - $58.8K
|
38.1K
$2.97M
|
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-740- 8.99% |
$54.1K - $59.2K
|
7.49K
$583K
|
|
|
May 03, 2024
Q1 2024
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-747- 3.22% |
$54.6K - $59.8K
|
22.5K
$1.75M
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
SELL
|
- |
-752- 0.6% |
$55K - $60.2K
|
124K
$9.67M
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-756- 53.28% |
$55.3K - $60.5K
|
663
$51.7K
|
|
|
May 14, 2024
Q1 2024
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-757- 0.52% |
$55.3K - $60.6K
|
145K
$11.3M
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-760- 7.59% |
$55.6K - $60.8K
|
9.25K
$721K
|
|
|
May 07, 2024
Q1 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-764- 1.02% |
$55.9K - $61.2K
|
73.8K
$5.75M
|
|
|
Apr 26, 2024
Q1 2024
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-775- 1.07% |
$56.7K - $62K
|
72K
$5.61M
|
|
|
Apr 16, 2024
Q1 2024
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-778- 22.81% |
$56.9K - $62.3K
|
2.63K
$205K
|
|
|
Apr 18, 2024
Q1 2024
|
Diversified Trust CO
|
SELL
|
- |
-778- 0.59% |
$56.9K - $62.3K
|
132K
$10.3M
|
|
|
Apr 15, 2024
Q1 2024
|
Ahl Investment Management, Inc.
|
SELL
|
- |
-780- 15.4% |
$57K - $62.4K
|
4.29K
$334K
|
|
|
Apr 18, 2024
Q1 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-785- 3.8% |
$57.4K - $62.8K
|
19.9K
$1.55M
|
|
|
Apr 30, 2024
Q1 2024
|
Fairway Wealth LLC
Independence, OH |
SELL
|
- |
-786- 2.72% |
$57.5K - $62.9K
|
28.2K
$2.19M
|
|
|
May 15, 2024
Q1 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-786- 9.14% |
$57.5K - $62.9K
|
7.81K
$608K
|
|
|
Apr 17, 2024
Q1 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-801- 17.11% |
$58.6K - $64.1K
|
3.88K
$302K
|
|
|
May 07, 2024
Q1 2024
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-803- 5.01% |
$58.7K - $64.3K
|
15.2K
$1.19M
|
|
|
May 14, 2024
Q1 2024
|
Washington Trust Bank
|
SELL
|
- |
-812- 3.87% |
$59.4K - $65K
|
20.2K
$1.57M
|
|
|
May 15, 2024
Q1 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-812- 1.5% |
$59.4K - $65K
|
53.2K
$4.15M
|
|
|
Apr 30, 2024
Q1 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-816- 3.28% |
$59.7K - $65.3K
|
24.1K
$1.87M
|
|
|
May 13, 2024
Q1 2024
|
Ratio Wealth Group
Denver, CO |
SELL
|
- |
-818- 5.53% |
$59.8K - $65.5K
|
14K
$1.09M
|
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-818- 2.24% |
$59.8K - $65.5K
|
35.8K
$2.79M
|
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-821- 10.26% |
$60K - $65.7K
|
7.18K
$559K
|
|
|
May 14, 2024
Q1 2024
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-823- 3.13% |
$60.2K - $65.9K
|
25.5K
$1.99M
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-841- 14.3% |
$61.5K - $67.3K
|
5.04K
$393K
|
|
|
Apr 15, 2024
Q1 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-857- 1.38% |
$62.7K - $68.6K
|
61.1K
$4.76M
|
|
|
Apr 22, 2024
Q1 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-869- 2.23% |
$63.5K - $69.6K
|
38.1K
$2.97M
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-870- 0.13% |
$63.6K - $69.6K
|
685K
$53.3M
|
|
|
Apr 10, 2024
Q1 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-879- 3.54% |
$64.3K - $70.4K
|
24K
$1.87M
|
|
|
Apr 18, 2024
Q1 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-891- 20.45% |
$65.1K - $71.3K
|
3.47K
$270K
|
|
|
May 13, 2024
Q1 2024
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-893- 2.9% |
$65.3K - $71.5K
|
29.9K
$2.33M
|
|
|
Apr 22, 2024
Q1 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-898- 5.42% |
$65.7K - $71.9K
|
15.7K
$1.22M
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-900- 14.01% |
$65.8K - $72K
|
5.53K
$430K
|
|
|
Apr 02, 2024
Q1 2024
|
Lbj Family Wealth Advisors, Ltd.
|
SELL
|
- |
-946- 0.99% |
$69.2K - $75.7K
|
94.5K
$7.36M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-949- 8.48% |
$69.4K - $76K
|
10.2K
$798K
|