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 17, 2024
Q1 2024
|
Grimes & Company, Inc.
|
SELL
|
- |
-1.4K- 1.36% |
$103K - $112K
|
102K
$7.9M
|
|
|
Apr 11, 2024
Q1 2024
|
Congress Asset Management CO
|
SELL
|
- |
-1.41K- 5.09% |
$103K - $113K
|
26.2K
$2.03M
|
|
|
May 02, 2024
Q1 2024
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-1.42K- 1.56% |
$104K - $114K
|
89.6K
$6.94M
|
|
|
Apr 19, 2024
Q1 2024
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-1.44K- 6.7% |
$105K - $115K
|
20K
$1.55M
|
|
|
Apr 25, 2024
Q1 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-1.46K- 7.16% |
$107K - $117K
|
18.9K
$1.46M
|
|
|
Apr 18, 2024
Q1 2024
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-1.47K- 0.96% |
$107K - $117K
|
150K
$11.7M
|
|
|
May 13, 2024
Q1 2024
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-1.47K- 4.3% |
$107K - $117K
|
32.7K
$2.53M
|
|
|
Apr 10, 2024
Q1 2024
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-1.47K- 3.37% |
$108K - $118K
|
42.2K
$3.27M
|
|
|
May 01, 2024
Q1 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-1.48K- 34.58% |
$108K - $119K
|
2.81K
$217K
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
SELL
|
- |
-1.49K- 5.92% |
$109K - $119K
|
23.7K
$1.84M
|
|
|
May 02, 2024
Q1 2024
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-1.5K- 9.78% |
$110K - $120K
|
13.8K
$1.07M
|
|
|
Apr 23, 2024
Q1 2024
|
Fishman Jay A LTD
Troy, MI |
SELL
|
- |
-1.5K- 12.24% |
$110K - $120K
|
10.8K
$833K
|
|
|
Apr 26, 2024
Q1 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-1.5K- 9.31% |
$110K - $120K
|
14.6K
$1.13M
|
|
|
May 14, 2024
Q1 2024
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-1.52K- 2.4% |
$111K - $122K
|
61.7K
$4.78M
|
|
|
Apr 24, 2024
Q1 2024
|
Berkshire Bank
|
SELL
|
- |
-1.52K- 12.36% |
$111K - $122K
|
10.8K
$835K
|
|
|
May 14, 2024
Q1 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-1.52K- 15.13% |
$111K - $122K
|
8.54K
$662K
|
|
|
Apr 25, 2024
Q1 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-1.55K- 2.87% |
$113K - $124K
|
52.4K
$4.07M
|
|
|
Apr 12, 2024
Q1 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-1.56K- 65.96% |
$114K - $125K
|
805
$62.4K
|
|
|
Apr 30, 2024
Q1 2024
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-1.57K- 3.4% |
$115K - $126K
|
44.8K
$3.47M
|
|
|
May 08, 2024
Q1 2024
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-1.59K- 9.31% |
$116K - $127K
|
15.4K
$1.2M
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.59K- 0.51% |
$116K - $127K
|
307K
$23.8M
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.6K- 8.28% |
$117K - $128K
|
17.7K
$1.37M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.63K- 52.18% |
$119K - $130K
|
1.49K
$116K
|
|
|
May 14, 2024
Q1 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-1.65K- 2.15% |
$121K - $132K
|
75.1K
$5.82M
|
|
|
May 14, 2024
Q1 2024
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-1.65K- 8.01% |
$121K - $132K
|
18.9K
$1.47M
|
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
SELL
|
- |
-1.68K- 26.54% |
$123K - $134K
|
4.64K
$360K
|
|
|
May 13, 2024
Q1 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-1.68K- 5.8% |
$123K - $134K
|
27.3K
$2.11M
|
|
|
May 03, 2024
Q1 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-1.73K- 17.93% |
$126K - $138K
|
7.89K
$612K
|
|
|
May 02, 2024
Q1 2024
|
Horan Securities, Inc.
|
SELL
|
- |
-1.73K- 28.4% |
$126K - $138K
|
4.36K
$338K
|
|
|
Apr 11, 2024
Q1 2024
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-1.74K- 7.14% |
$127K - $139K
|
22.6K
$1.75M
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-1.74K- 19.42% |
$127K - $139K
|
7.22K
$560K
|
|
|
May 14, 2024
Q1 2024
|
Simmons Bank
|
SELL
|
- |
-1.74K- 1.48% |
$128K - $140K
|
116K
$9.03M
|
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-1.77K- 1.73% |
$130K - $142K
|
101K
$7.79M
|
|
|
May 15, 2024
Q1 2024
|
Valley Financial Group, Inc.
Ambler, PA |
SELL
|
- |
-1.78K- 31.12% |
$130K - $143K
|
3.95K
$306K
|
|
|
Apr 19, 2024
Q1 2024
|
Wealth Bridge Investment Counsel Inc.
|
SELL
|
- |
-1.79K- 1.28% |
$131K - $143K
|
138K
$10.7M
|
|
|
Apr 17, 2024
Q1 2024
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-1.8K- 5.98% |
$131K - $144K
|
28.3K
$2.19M
|
|
|
May 07, 2024
Q1 2024
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-1.8K- 8.27% |
$132K - $144K
|
20K
$1.55M
|
|
|
Apr 17, 2024
Q1 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-1.8K- 1.84% |
$132K - $144K
|
96.3K
$7.47M
|
|
|
Apr 23, 2024
Q1 2024
|
Arcadia Investment Management Corp
|
SELL
|
- |
-1.81K- 3.26% |
$132K - $145K
|
53.6K
$4.15M
|
|
|
Apr 17, 2024
Q1 2024
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-1.83K- 9.44% |
$133K - $146K
|
17.5K
$1.36M
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.85K- 0.68% |
$135K - $148K
|
270K
$20.9M
|
|
|
May 13, 2024
Q1 2024
|
Cm Wealth Advisors LLC
Beachwood, OH |
SELL
|
- |
-1.85K- 6.25% |
$135K - $148K
|
27.8K
$2.15M
|
|
|
May 09, 2024
Q1 2024
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-1.85K- 1.68% |
$135K - $148K
|
108K
$8.4M
|
|
|
Apr 17, 2024
Q1 2024
|
Brewster Financial Planning LLC
|
SELL
|
- |
-1.89K- 0.65% |
$138K - $151K
|
289K
$22.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-1.9K- 4.14% |
$139K - $152K
|
43.9K
$3.4M
|
|
|
May 09, 2024
Q1 2024
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-1.92K- 2.26% |
$141K - $154K
|
83.3K
$6.45M
|
|
|
Apr 26, 2024
Q1 2024
|
Ashford Advisors, LLC
|
SELL
|
- |
-1.93K- 5.01% |
$141K - $154K
|
36.5K
$2.83M
|
|
|
Apr 24, 2024
Q1 2024
|
Wolff Financial Management LLC
|
SELL
|
- |
-1.95K- 11.1% |
$142K - $156K
|
15.6K
$1.21M
|
|
|
Apr 29, 2024
Q1 2024
|
Asset Planning Corporation
|
SELL
|
- |
-1.97K- 4.13% |
$144K - $158K
|
45.8K
$3.55M
|
|
|
Aug 14, 2024
Q1 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-1.98K- 9.68% |
$144K - $158K
|
18.4K
$1.43M
|