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 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-15.3K- 3.73% |
$1.12M - $1.22M
|
394K
$30.7M
|
|
|
May 15, 2024
Q1 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-15.3K- 28.69% |
$1.12M - $1.22M
|
38K
$2.96M
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
SELL
|
- |
-15.5K- 8.97% |
$1.13M - $1.24M
|
157K
$12.2M
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-15.6K- 1.58% |
$1.14M - $1.25M
|
973K
$75.8M
|
|
|
May 14, 2024
Q1 2024
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-16.1K- 56.52% |
$1.18M - $1.29M
|
12.4K
$965K
|
|
|
May 13, 2024
Q1 2024
|
Darwin Advisors, LLC
|
SELL
|
- |
-16.1K- 9.06% |
$1.18M - $1.29M
|
162K
$12.6M
|
|
|
May 14, 2024
Q1 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-16.3K- 14.7% |
$1.19M - $1.31M
|
94.8K
$7.39M
|
|
|
May 07, 2024
Q1 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-16.5K- 24.53% |
$1.21M - $1.32M
|
50.9K
$3.97M
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-16.9K- 98.22% |
$1.24M - $1.35M
|
306
$23.8K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-17.3K- 2.48% |
$1.26M - $1.38M
|
680K
$53M
|
|
|
May 14, 2024
Q1 2024
|
Omers Administration Corp
Toronto, A6 |
SELL
|
- |
-17.5K- 4.74% |
$1.28M - $1.4M
|
351K
$27.4M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-17.6K- 33.91% |
$1.29M - $1.41M
|
34.4K
$2.68M
|
|
|
Apr 26, 2024
Q1 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-18.1K- 14.28% |
$1.32M - $1.45M
|
109K
$8.46M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-18.3K- 11.68% |
$1.34M - $1.47M
|
139K
$10.8M
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-18.4K- 3.18% |
$1.34M - $1.47M
|
559K
$43.6M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-18.6K- 5.57% |
$1.36M - $1.49M
|
315K
$24.5M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-18.6K- 9.76% |
$1.36M - $1.49M
|
172K
$13.4M
|
|
|
May 13, 2024
Q1 2024
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-18.7K- 57.0% |
$1.37M - $1.5M
|
14.1K
$1.1M
|
|
|
Sep 30, 2024
Q1 2024
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-18.7K- 57.0% |
$1.37M - $1.5M
|
14.1K
$1.1M
|
|
|
Apr 15, 2024
Q1 2024
|
Parisi Gray Wealth Management
|
SELL
|
- |
-18.8K- 30.6% |
$1.38M - $1.51M
|
42.7K
$3.32M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-19K- 2.24% |
$1.39M - $1.52M
|
830K
$64.7M
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-19.5K- 55.71% |
$1.42M - $1.56M
|
15.5K
$1.21M
|
|
|
May 10, 2024
Q1 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-19.5K- 10.36% |
$1.43M - $1.56M
|
169K
$13.2M
|
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-19.6K- 76.63% |
$1.43M - $1.56M
|
5.96K
$465K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-20.2K- 9.17% |
$1.47M - $1.61M
|
200K
$15.5M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-20.2K- 19.61% |
$1.48M - $1.62M
|
82.8K
$6.45M
|
|
|
May 07, 2024
Q1 2024
|
Mondrian Investment Partners LTD
London, X0 |
SELL
|
- |
-20.7K- 5.47% |
$1.51M - $1.66M
|
358K
$27.9M
|
|
|
May 14, 2024
Q1 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-21.9K- 4.37% |
$1.6M - $1.75M
|
478K
$37.3M
|
|
|
May 01, 2024
Q1 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
SELL
|
- |
-22.1K- 73.52% |
$1.61M - $1.77M
|
7.95K
$620K
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-22.2K- 35.79% |
$1.63M - $1.78M
|
39.9K
$3.11M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-22.4K- 1.84% |
$1.64M - $1.79M
|
1.2M
$93.2M
|
|
|
May 13, 2024
Q1 2024
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-22.5K- 31.71% |
$1.65M - $1.8M
|
48.5K
$3.78M
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-23.3K- 1.34% |
$1.7M - $1.86M
|
1.71M
$133M
|
|
|
Apr 26, 2024
Q1 2024
|
Conning Inc.
|
SELL
|
- |
-24.4K- 7.93% |
$1.79M - $1.96M
|
284K
$22.1M
|
|
|
May 10, 2024
Q1 2024
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-24.5K- 36.88% |
$1.79M - $1.96M
|
41.8K
$3.26M
|
|
|
May 07, 2024
Q1 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-24.7K- 60.78% |
$1.81M - $1.98M
|
15.9K
$1.24M
|
|
|
May 07, 2024
Q1 2024
|
New York State Common Retirement Fund
|
SELL
|
- |
-24.8K- 28.76% |
$1.82M - $1.99M
|
61.5K
$4.79M
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-26.2K- 0.35% |
$1.91M - $2.1M
|
7.53M
$587M
|
|
|
May 10, 2024
Q1 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-26.3K- 1.74% |
$1.92M - $2.11M
|
1.49M
$116M
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-26.9K- 4.26% |
$1.97M - $2.15M
|
604K
$47M
|
|
|
Apr 11, 2024
Q1 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-27K- 57.78% |
$1.97M - $2.16M
|
19.7K
$1.54M
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-28K- 1.65% |
$2.05M - $2.24M
|
1.67M
$130M
|
|
|
May 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-28.4K- 22.99% |
$2.08M - $2.27M
|
95.1K
$7.41M
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
SELL
|
- |
-28.8K- 1.12% |
$2.11M - $2.31M
|
2.55M
$198M
|
|
|
May 03, 2024
Q1 2024
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-29.5K- 87.2% |
$2.16M - $2.36M
|
4.34K
$338K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-30K- 1.41% |
$2.19M - $2.4M
|
2.1M
$164M
|
|
|
May 15, 2024
Q1 2024
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-30.2K- 64.55% |
$2.21M - $2.42M
|
16.6K
$1.29M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-30.3K- 2.16% |
$2.22M - $2.43M
|
1.37M
$107M
|
|
|
May 07, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-30.7K- 10.98% |
$2.25M - $2.46M
|
249K
$19.4M
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-30.7K- 10.98% |
$2.25M - $2.46M
|
249K
$19.4M
|