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 |
|---|---|---|---|---|---|---|---|
|
May 16, 2024
Q1 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-7.5K- 7.9% |
$548K - $600K
|
87.4K
$6.81M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
- |
-7.61K- 99.54% |
$556K - $609K
|
35
$2.73K
|
|
|
May 08, 2024
Q1 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-7.63K- 88.41% |
$557K - $610K
|
1K
$77.9K
|
|
|
Apr 11, 2024
Q1 2024
|
O'Connor Financial Group LLC
Quincy, IL |
SELL
|
- |
-7.65K- 45.09% |
$559K - $612K
|
9.31K
$726K
|
|
|
May 14, 2024
Q1 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-7.67K- 22.81% |
$561K - $614K
|
26K
$2.02M
|
|
|
May 15, 2024
Q1 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-7.85K- 22.13% |
$574K - $629K
|
27.6K
$2.15M
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-7.88K- 63.2% |
$576K - $631K
|
4.59K
$358K
|
|
|
May 09, 2024
Q1 2024
|
Truepoint, Inc.
|
SELL
|
- |
-7.97K- 42.5% |
$583K - $638K
|
10.8K
$840K
|
|
|
May 07, 2024
Q1 2024
|
North Rock Partners, LLC
|
SELL
|
- |
-8.07K- 3.5% |
$590K - $646K
|
222K
$17.3M
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-8.21K- 76.4% |
$600K - $657K
|
2.54K
$198K
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-8.37K- 26.71% |
$612K - $670K
|
23K
$1.79M
|
|
|
Apr 24, 2024
Q1 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-8.55K- 4.58% |
$625K - $685K
|
178K
$13.9M
|
|
|
Apr 29, 2024
Q1 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-8.67K- 5.88% |
$634K - $694K
|
139K
$10.8M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-8.91K- 9.65% |
$651K - $713K
|
83.3K
$6.49M
|
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
SELL
|
- |
-9.06K- 0.7% |
$662K - $725K
|
1.28M
$100M
|
|
|
Apr 08, 2024
Q1 2024
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-9.17K- 26.89% |
$670K - $734K
|
24.9K
$1.94M
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
SELL
|
- |
-9.19K- 5.39% |
$672K - $735K
|
161K
$12.6M
|
|
|
May 07, 2024
Q1 2024
|
Sun Life Financial Inc
Toronto, A6 |
SELL
|
- |
-9.2K- 22.65% |
$673K - $736K
|
31.4K
$2.45M
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-9.22K- 1.18% |
$674K - $738K
|
771K
$60.1M
|
|
|
May 10, 2024
Q1 2024
|
Fiducient Advisors LLC
|
SELL
|
- |
-9.46K- 1.98% |
$692K - $757K
|
468K
$36.5M
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-9.77K- 13.18% |
$714K - $782K
|
64.4K
$5.01M
|
|
|
May 08, 2024
Q1 2024
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-9.81K- 2.71% |
$717K - $785K
|
352K
$27.4M
|
|
|
May 13, 2024
Q1 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-10.1K- 26.81% |
$736K - $806K
|
27.5K
$2.14M
|
|
|
May 14, 2024
Q1 2024
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-10.1K- 13.58% |
$739K - $809K
|
64.3K
$5.01M
|
|
|
Apr 05, 2024
Q1 2024
|
First Hawaiian Bank
|
SELL
|
- |
-10.1K- 3.67% |
$739K - $809K
|
266K
$20.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
SELL
|
- |
-10.3K- 69.38% |
$751K - $822K
|
4.53K
$353K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-10.7K- 2.67% |
$785K - $860K
|
392K
$30.5M
|
|
|
May 10, 2024
Q1 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-11K- 51.55% |
$806K - $882K
|
10.4K
$807K
|
|
|
Apr 16, 2024
Q1 2024
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-11K- 8.14% |
$806K - $882K
|
124K
$9.69M
|
|
|
Apr 09, 2024
Q1 2024
|
Woodstock Corp
|
SELL
|
- |
-11.2K- 22.78% |
$819K - $896K
|
37.9K
$2.96M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-11.2K- 18.6% |
$822K - $900K
|
49.2K
$3.83M
|
|
|
May 08, 2024
Q1 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-11.4K- 1.69% |
$834K - $913K
|
661K
$51.5M
|
|
|
May 15, 2024
Q1 2024
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-11.4K- 7.45% |
$834K - $913K
|
142K
$11M
|
|
|
Apr 15, 2024
Q1 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-11.4K- 19.78% |
$835K - $914K
|
46.3K
$3.61M
|
|
|
May 13, 2024
Q1 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
SELL
|
- |
-11.4K- 56.69% |
$836K - $915K
|
8.74K
$681K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
SELL
|
- |
-11.8K- 58.88% |
$861K - $943K
|
8.23K
$641K
|
|
|
Apr 19, 2024
Q1 2024
|
Veracity Capital LLC
|
SELL
|
- |
-11.8K- 35.64% |
$862K - $943K
|
21.3K
$1.66M
|
|
|
May 09, 2024
Q1 2024
|
Swan Global Investments, LLC
Durango, CO |
SELL
|
- |
-11.9K- 3.46% |
$870K - $952K
|
333K
$25.9M
|
|
|
Apr 24, 2024
Q1 2024
|
Ifg Advisors, LLC
|
SELL
|
- |
-11.9K- 3.01% |
$871K - $954K
|
384K
$29.9M
|
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-12K- 2.47% |
$875K - $958K
|
473K
$36.9M
|
|
|
May 09, 2024
Q1 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-12.2K- 16.04% |
$892K - $977K
|
63.9K
$4.98M
|
|
|
May 03, 2024
Q1 2024
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-13.1K- 18.88% |
$958K - $1.05M
|
56.3K
$4.39M
|
|
|
May 15, 2024
Q1 2024
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-13.5K- 71.45% |
$984K - $1.08M
|
5.38K
$419K
|
|
|
Apr 15, 2024
Q1 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-13.6K- 28.85% |
$994K - $1.09M
|
33.5K
$2.61M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-13.7K- 3.62% |
$1M - $1.1M
|
366K
$28.5M
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-13.8K- 12.21% |
$1.01M - $1.11M
|
99.3K
$7.73M
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-14.1K- 4.35% |
$1.03M - $1.13M
|
309K
$24.1M
|
|
|
Apr 12, 2024
Q1 2024
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-14.3K- 2.7% |
$1.05M - $1.15M
|
517K
$40.3M
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-14.4K- 11.66% |
$1.05M - $1.15M
|
109K
$8.5M
|
|
|
Jun 27, 2024
Q1 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-15KClosed |
$1.1M - $1.2M
|
0
$0
|