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 06, 2024
Q1 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-32.2K- 19.15% |
$2.36M - $2.58M
|
136K
$10.5M
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-32.5K- 6.14% |
$2.38M - $2.6M
|
497K
$38.5M
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-33.5K- 1.76% |
$2.45M - $2.68M
|
1.87M
$145M
|
|
|
May 15, 2024
Q1 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
SELL
|
- |
-33.5K- 16.0% |
$2.45M - $2.68M
|
176K
$13.6M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-33.5K- 10.97% |
$2.45M - $2.68M
|
272K
$21.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-37.1K- 20.26% |
$2.71M - $2.97M
|
146K
$11.3M
|
|
|
May 14, 2024
Q1 2024
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-37.2K- 3.18% |
$2.72M - $2.98M
|
1.13M
$87.7M
|
|
|
Jun 10, 2024
Q1 2024
|
Hamilton Wealth, LLC
|
SELL
|
- |
-37.8K- 73.94% |
$2.76M - $3.02M
|
13.3K
$1.03M
|
|
|
Apr 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-41K- 20.84% |
$3M - $3.28M
|
156K
$12.1M
|
|
|
May 14, 2024
Q1 2024
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-41.5K- 26.86% |
$3.03M - $3.32M
|
113K
$8.76M
|
|
|
May 13, 2024
Q1 2024
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-41.7K- 93.35% |
$3.05M - $3.34M
|
2.97K
$230K
|
|
|
Apr 16, 2024
Q1 2024
|
Country Trust Bank
|
SELL
|
- |
-41.8K- 57.17% |
$3.06M - $3.35M
|
31.3K
$2.43M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-42.8K- 22.79% |
$3.13M - $3.43M
|
145K
$11.2M
|
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-43.5K- 40.03% |
$3.18M - $3.48M
|
65.1K
$5.05M
|
|
|
Apr 25, 2024
Q1 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-44.1K- 51.96% |
$3.22M - $3.53M
|
40.7K
$3.16M
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
SELL
|
- |
-44.2K- 2.41% |
$3.23M - $3.54M
|
1.79M
$139M
|
|
|
May 10, 2024
Q1 2024
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-47.2K- 2.18% |
$3.45M - $3.78M
|
2.12M
$164M
|
|
|
May 13, 2024
Q1 2024
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-47.7K- 94.83% |
$3.49M - $3.82M
|
2.6K
$202K
|
|
|
May 08, 2024
Q1 2024
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-49K- 5.83% |
$3.58M - $3.92M
|
792K
$61.4M
|
|
|
May 15, 2024
Q1 2024
|
Bontempo Ohly Capital Mgmt LLC
Bethesda, MD |
SELL
|
- |
-51.2K- 7.55% |
$3.74M - $4.1M
|
627K
$48.6M
|
|
|
Apr 02, 2024
Q1 2024
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-52K- 21.46% |
$3.8M - $4.16M
|
190K
$14.7M
|
|
|
May 13, 2024
Q1 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-53.1K- 34.76% |
$3.88M - $4.25M
|
99.6K
$7.72M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-53.7K- 1.72% |
$3.92M - $4.3M
|
3.08M
$238M
|
|
|
May 03, 2024
Q1 2024
|
Mechanics Financial Corp
|
SELL
|
- |
-54.5K- 27.78% |
$3.98M - $4.36M
|
142K
$11M
|
|
|
May 07, 2024
Q1 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-61.4K- 90.63% |
$4.49M - $4.91M
|
6.35K
$492K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-64.8K- 15.09% |
$4.74M - $5.19M
|
365K
$28.3M
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-65K- 77.98% |
$4.75M - $5.2M
|
18.3K
$1.42M
|
|
|
May 09, 2024
Q1 2024
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-68.3K- 2.52% |
$5M - $5.47M
|
2.64M
$205M
|
|
|
Apr 09, 2024
Q1 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-68.7K- 8.16% |
$5.03M - $5.5M
|
773K
$59.9M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-69.6K- 4.9% |
$5.09M - $5.57M
|
1.35M
$105M
|
|
|
Aug 08, 2024
Q1 2024
|
Syntrinsic LLC
Denver, CO |
SELL
|
- |
-69.7K- 84.98% |
$5.1M - $5.58M
|
12.3K
$954K
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-71.4K- 3.72% |
$5.22M - $5.72M
|
1.85M
$143M
|
|
|
Nov 14, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-72.8K- 39.82% |
$5.32M - $5.82M
|
110K
$8.52M
|
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-73.2K- 51.07% |
$5.35M - $5.86M
|
70.1K
$5.44M
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-73.4K- 66.06% |
$5.36M - $5.87M
|
37.7K
$2.92M
|
|
|
May 15, 2024
Q1 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-73.9K- 37.12% |
$5.4M - $5.92M
|
125K
$9.7M
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-74.6K- 55.63% |
$5.46M - $5.97M
|
59.5K
$4.61M
|
|
|
May 14, 2024
Q1 2024
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-76K- 55.27% |
$5.56M - $6.09M
|
61.5K
$4.77M
|
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-78K- 20.52% |
$5.7M - $6.24M
|
302K
$23.4M
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
SELL
|
- |
-78.2K- 3.61% |
$5.71M - $6.26M
|
2.09M
$162M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-80.9K- 9.74% |
$5.92M - $6.48M
|
750K
$58.1M
|
|
|
May 14, 2024
Q1 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-82.5K- 8.3% |
$6.03M - $6.61M
|
912K
$70.7M
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
SELL
|
- |
-84.1K- 23.74% |
$6.15M - $6.73M
|
270K
$21M
|
|
|
May 13, 2024
Q1 2024
|
Thornburg Investment Management Inc
|
SELL
|
- |
-86.6K- 60.06% |
$6.33M - $6.93M
|
57.6K
$4.46M
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-88.4K- 7.31% |
$6.47M - $7.08M
|
1.12M
$86.9M
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-92.2K- 14.84% |
$6.74M - $7.38M
|
529K
$41M
|
|
|
May 08, 2024
Q1 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-95.1K- 80.61% |
$6.96M - $7.61M
|
22.9K
$1.77M
|
|
|
May 07, 2024
Q1 2024
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-96.4K- 94.88% |
$7.04M - $7.71M
|
5.2K
$403K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-99.5K- 5.45% |
$7.28M - $7.97M
|
1.73M
$134M
|
|
|
May 14, 2024
Q1 2024
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-104K- 4.55% |
$7.6M - $8.32M
|
2.18M
$169M
|