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 26, 2024
Q1 2024
|
First National Trust CO
|
SELL
|
- |
-2K- 2.11% |
$146K - $160K
|
92.8K
$7.19M
|
|
|
May 14, 2024
Q1 2024
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
SELL
|
- |
-2.01K- 4.85% |
$147K - $160K
|
39.3K
$3.05M
|
|
|
Apr 17, 2024
Q1 2024
|
Bremer Bank National Association
|
SELL
|
- |
-2.08K- 5.47% |
$152K - $166K
|
35.9K
$2.78M
|
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-2.08K- 38.46% |
$152K - $167K
|
3.33K
$258K
|
|
|
Apr 22, 2024
Q1 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-2.1K- 2.42% |
$153K - $168K
|
84.5K
$6.55M
|
|
|
May 14, 2024
Q1 2024
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-2.13K- 43.6% |
$156K - $171K
|
2.76K
$214K
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-2.16K- 1.24% |
$158K - $173K
|
173K
$13.4M
|
|
|
May 14, 2024
Q1 2024
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-2.17K- 18.59% |
$158K - $173K
|
9.49K
$736K
|
|
|
Apr 18, 2024
Q1 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-2.17K- 11.36% |
$159K - $174K
|
16.9K
$1.31M
|
|
|
Apr 29, 2024
Q1 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-2.19K- 3.9% |
$160K - $175K
|
54K
$4.18M
|
|
|
May 07, 2024
Q1 2024
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-2.2K- 3.23% |
$161K - $176K
|
65.9K
$5.1M
|
|
|
May 01, 2024
Q1 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-2.2K- 4.43% |
$161K - $176K
|
47.5K
$3.68M
|
|
|
Apr 15, 2024
Q1 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-2.21K- 1.4% |
$162K - $177K
|
156K
$12.1M
|
|
|
May 10, 2024
Q1 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-2.24K- 2.9% |
$164K - $179K
|
75.1K
$5.82M
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-2.26K- 17.81% |
$165K - $180K
|
10.4K
$806K
|
|
|
May 14, 2024
Q1 2024
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-2.29K- 7.16% |
$167K - $183K
|
29.7K
$2.3M
|
|
|
May 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-2.29K- 1.31% |
$167K - $183K
|
173K
$13.4M
|
|
|
May 15, 2024
Q1 2024
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-2.31K- 3.73% |
$169K - $185K
|
59.6K
$4.62M
|
|
|
May 01, 2024
Q1 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-2.35K- 3.06% |
$172K - $188K
|
74.3K
$5.76M
|
|
|
Apr 26, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-2.37K- 12.26% |
$173K - $190K
|
17K
$1.31M
|
|
|
Apr 10, 2024
Q1 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-2.37K- 2.38% |
$173K - $190K
|
97.2K
$7.53M
|
|
|
May 01, 2024
Q1 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-2.39K- 1.95% |
$175K - $191K
|
120K
$9.32M
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-2.4K- 6.22% |
$175K - $192K
|
36.2K
$2.81M
|
|
|
Apr 18, 2024
Q1 2024
|
Ht Partners LLC
|
SELL
|
- |
-2.42K- 0.39% |
$177K - $194K
|
615K
$47.7M
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-2.51K- 12.01% |
$183K - $201K
|
18.3K
$1.42M
|
|
|
May 08, 2024
Q1 2024
|
Fca Corp
Houston, TX |
SELL
|
- |
-2.53K- 19.34% |
$185K - $202K
|
10.5K
$817K
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-2.54K- 3.03% |
$185K - $203K
|
81.1K
$6.29M
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2.54K- 6.63% |
$186K - $204K
|
35.8K
$2.78M
|
|
|
May 14, 2024
Q1 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-2.63K- 10.27% |
$192K - $210K
|
22.9K
$1.78M
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-2.63K- 12.36% |
$192K - $210K
|
18.6K
$1.44M
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
SELL
|
- |
-2.69K- 3.26% |
$197K - $215K
|
79.9K
$6.19M
|
|
|
May 15, 2024
Q1 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-2.7K- 0.57% |
$197K - $216K
|
470K
$36.4M
|
|
|
May 09, 2024
Q1 2024
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-2.74K- 9.52% |
$201K - $220K
|
26.1K
$2.02M
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-2.76K- 3.58% |
$202K - $221K
|
74.4K
$5.76M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-2.77K- 1.76% |
$203K - $222K
|
155K
$12M
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
SELL
|
- |
-2.78K- 1.18% |
$203K - $222K
|
233K
$18.1M
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-2.78K- 22.88% |
$203K - $222K
|
9.37K
$726K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-2.79K- 46.63% |
$204K - $223K
|
3.2K
$248K
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-2.81K- 15.02% |
$205K - $225K
|
15.9K
$1.23M
|
|
|
May 03, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-2.81K- 85.42% |
$206K - $225K
|
480
$37.2K
|
|
|
May 13, 2024
Q1 2024
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-2.82K- 12.64% |
$206K - $226K
|
19.5K
$1.51M
|
|
|
May 13, 2024
Q1 2024
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-2.84K- 3.71% |
$208K - $228K
|
73.9K
$5.73M
|
|
|
May 08, 2024
Q1 2024
|
Waddell & Associates, LLC
|
SELL
|
- |
-2.87K- 6.15% |
$210K - $229K
|
43.7K
$3.39M
|
|
|
Apr 30, 2024
Q1 2024
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-2.88KClosed |
$210K - $230K
|
0
$0
|
|
|
Apr 29, 2024
Q1 2024
|
Brio Consultants, LLC
|
SELL
|
- |
-3K- 5.36% |
$219K - $240K
|
53K
$4.11M
|
|
|
Apr 18, 2024
Q1 2024
|
Well Done, LLC
|
SELL
|
- |
-3.01K- 14.33% |
$220K - $241K
|
18K
$1.39M
|
|
|
May 08, 2024
Q1 2024
|
William Blair Investment Management, LLC
Chicago, IL |
SELL
|
- |
-3.02K- 93.85% |
$221K - $242K
|
198
$15.3K
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-3.03K- 4.19% |
$222K - $243K
|
69.3K
$5.37M
|
|
|
May 14, 2024
Q1 2024
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-3.1K- 29.03% |
$227K - $248K
|
7.58K
$587K
|
|
|
May 14, 2024
Q1 2024
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-3.11K- 0.69% |
$227K - $249K
|
449K
$34.8M
|