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 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
SELL
|
- |
-4.4K- 64.66% |
$322K - $352K
|
2.4K
$186K
|
|
|
May 08, 2024
Q1 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-4.41K- 2.98% |
$322K - $353K
|
143K
$11.1M
|
|
|
May 14, 2024
Q1 2024
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-4.42K- 10.56% |
$323K - $354K
|
37.5K
$2.9M
|
|
|
Apr 25, 2024
Q1 2024
|
Members Trust CO
|
SELL
|
- |
-4.56K- 23.61% |
$334K - $365K
|
14.8K
$1.14M
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-4.59K- 0.87% |
$335K - $367K
|
524K
$40.6M
|
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-4.63K- 9.4% |
$339K - $371K
|
44.7K
$3.46M
|
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-4.67K- 26.2% |
$342K - $374K
|
13.2K
$1.02M
|
|
|
May 15, 2024
Q1 2024
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-4.7K- 2.2% |
$343K - $376K
|
209K
$16.2M
|
|
|
Apr 01, 2024
Q1 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-4.77K- 3.97% |
$349K - $382K
|
116K
$8.96M
|
|
|
May 03, 2024
Q1 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-4.78K- 10.8% |
$350K - $383K
|
39.5K
$3.06M
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-4.85K- 21.99% |
$355K - $388K
|
17.2K
$1.33M
|
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-4.92K- 58.14% |
$360K - $394K
|
3.55K
$275K
|
|
|
Apr 15, 2024
Q1 2024
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-4.94K- 4.3% |
$361K - $395K
|
110K
$8.53M
|
|
|
Apr 15, 2024
Q1 2024
|
Defined Wealth Management, LLC
|
SELL
|
- |
-5.01K- 11.72% |
$366K - $401K
|
37.7K
$2.92M
|
|
|
May 03, 2024
Q1 2024
|
Lyell Wealth Management, LP
|
SELL
|
- |
-5.08K- 13.07% |
$371K - $406K
|
33.8K
$2.62M
|
|
|
May 13, 2024
Q1 2024
|
Strs Ohio
|
SELL
|
- |
-5.1K- 13.46% |
$373K - $408K
|
32.8K
$2.54M
|
|
|
May 14, 2024
Q1 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-5.15K- 50.0% |
$377K - $412K
|
5.15K
$399K
|
|
|
Apr 25, 2024
Q1 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-5.34K- 4.42% |
$391K - $428K
|
116K
$8.95M
|
|
|
May 03, 2024
Q1 2024
|
Victory Capital Management Inc
|
SELL
|
- |
-5.39K- 43.27% |
$394K - $431K
|
7.07K
$548K
|
|
|
May 13, 2024
Q1 2024
|
Zeit Capital LLC
|
SELL
|
- |
-5.43K- 67.46% |
$397K - $435K
|
2.62K
$203K
|
|
|
Apr 23, 2024
Q1 2024
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-5.49K- 25.43% |
$401K - $439K
|
16.1K
$1.25M
|
|
|
Apr 22, 2024
Q1 2024
|
Simpli Fi, Inc.
|
SELL
|
- |
-5.49K- 41.17% |
$402K - $440K
|
7.85K
$608K
|
|
|
May 14, 2024
Q1 2024
|
Quest Investment Management LLC
Lake Oswego, OR |
SELL
|
- |
-5.5K- 2.55% |
$402K - $440K
|
210K
$16.3M
|
|
|
Apr 11, 2024
Q1 2024
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-5.63K- 4.54% |
$412K - $451K
|
118K
$9.18M
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-5.71K- 3.62% |
$417K - $457K
|
152K
$11.8M
|
|
|
May 03, 2024
Q1 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-5.85K- 10.04% |
$428K - $468K
|
52.4K
$4.06M
|
|
|
May 14, 2024
Q1 2024
|
Allie Family Office LLC
|
SELL
|
- |
-5.92K- 2.46% |
$433K - $474K
|
235K
$18.2M
|
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-5.93K- 6.97% |
$433K - $474K
|
79.1K
$6.13M
|
|
|
Apr 26, 2024
Q1 2024
|
Crestone Asset Management LLC
|
SELL
|
- |
-5.98K- 4.49% |
$437K - $478K
|
127K
$9.85M
|
|
|
May 06, 2024
Q1 2024
|
Staley Capital Advisers Inc
|
SELL
|
- |
-6K- 13.04% |
$439K - $480K
|
40K
$3.1M
|
|
|
Apr 23, 2024
Q1 2024
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
SELL
|
- |
-6.02K- 26.33% |
$440K - $482K
|
16.8K
$1.31M
|
|
|
May 09, 2024
Q1 2024
|
Efficient Advisors, LLC
|
SELL
|
- |
-6.03K- 9.27% |
$441K - $482K
|
59K
$4.57M
|
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-6.05K- 99.64% |
$442K - $484K
|
22
$1.71K
|
|
|
May 15, 2024
Q1 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-6.07K- 24.78% |
$444K - $486K
|
18.4K
$1.43M
|
|
|
May 15, 2024
Q1 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-6.27K- 66.1% |
$458K - $502K
|
3.21K
$249K
|
|
|
Apr 15, 2024
Q1 2024
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-6.45K- 10.7% |
$471K - $516K
|
53.8K
$4.17M
|
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-6.46K- 20.16% |
$472K - $517K
|
25.6K
$1.98M
|
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-6.46K- 1.32% |
$473K - $517K
|
484K
$37.5M
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-6.71K- 0.2% |
$491K - $537K
|
3.28M
$254M
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-6.83K- 33.72% |
$499K - $547K
|
13.4K
$1.04M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-6.88K- 10.84% |
$503K - $550K
|
56.5K
$4.38M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-6.89K- 8.26% |
$504K - $551K
|
76.5K
$5.93M
|
|
|
May 06, 2024
Q1 2024
|
Hoge Financial Services, LLC
Canonsburg, PA |
SELL
|
- |
-6.96K- 6.07% |
$509K - $557K
|
108K
$8.36M
|
|
|
May 15, 2024
Q1 2024
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-7.19K- 1.06% |
$526K - $575K
|
671K
$52M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-7.2K- 4.45% |
$526K - $576K
|
155K
$12M
|
|
|
May 14, 2024
Q1 2024
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-7.29K- 2.34% |
$533K - $583K
|
304K
$23.5M
|
|
|
May 07, 2024
Q1 2024
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-7.3K- 6.38% |
$534K - $584K
|
107K
$8.3M
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
SELL
|
- |
-7.32K- 16.23% |
$535K - $586K
|
37.8K
$2.93M
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-7.34K- 4.41% |
$537K - $587K
|
159K
$12.3M
|
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-7.41K- 4.14% |
$542K - $593K
|
172K
$13.3M
|