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 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-106K- 31.23% |
$7.73M - $8.47M
|
233K
$18.1M
|
|
|
Apr 18, 2024
Q1 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-108K- 16.34% |
$7.92M - $8.67M
|
555K
$43M
|
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-111K- 1.56% |
$8.1M - $8.86M
|
6.97M
$540M
|
|
|
Apr 15, 2024
Q1 2024
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-111K- 64.37% |
$8.15M - $8.92M
|
61.7K
$4.78M
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-112K- 94.3% |
$8.17M - $8.94M
|
6.76K
$524K
|
|
|
Apr 29, 2024
Q1 2024
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
SELL
|
- |
-112K- 52.89% |
$8.19M - $8.97M
|
99.8K
$7.74M
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
SELL
|
- |
-116K- 57.24% |
$8.45M - $9.25M
|
86.3K
$6.69M
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-123K- 20.64% |
$9.03M - $9.88M
|
475K
$36.8M
|
|
|
May 10, 2024
Q1 2024
|
Avestar Capital, LLC
|
SELL
|
- |
-128K- 93.84% |
$9.34M - $10.2M
|
8.39K
$650K
|
|
|
Apr 30, 2024
Q1 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-130K- 62.76% |
$9.47M - $10.4M
|
76.9K
$5.96M
|
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-134K- 95.89% |
$9.83M - $10.8M
|
5.76K
$446K
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-141K- 51.18% |
$10.3M - $11.3M
|
134K
$10.4M
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-162K- 4.55% |
$11.9M - $13M
|
3.41M
$264M
|
|
|
May 09, 2024
Q1 2024
|
Belvedere Trading LLC
|
SELL
|
- |
-164K- 75.39% |
$12M - $13.1M
|
53.6K
$4.15M
|
|
|
May 17, 2024
Q1 2024
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-176K- 87.18% |
$12.9M - $14.1M
|
25.9K
$2.01M
|
|
|
May 14, 2024
Q1 2024
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-179K- 86.23% |
$13.1M - $14.3M
|
28.6K
$2.22M
|
|
|
May 15, 2024
Q1 2024
|
Aristotle Capital Management, LLC
Los Angeles, CA |
SELL
|
- |
-186K- 43.29% |
$13.6M - $14.9M
|
244K
$18.9M
|
|
|
May 08, 2024
Q1 2024
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-196K- 93.46% |
$14.4M - $15.7M
|
13.8K
$1.07M
|
|
|
May 14, 2024
Q1 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-209K- 24.41% |
$15.2M - $16.7M
|
646K
$50M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-217K- 2.18% |
$15.8M - $17.3M
|
9.71M
$753M
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-218K- 10.03% |
$15.9M - $17.5M
|
1.96M
$152M
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-232K- 1.09% |
$17M - $18.6M
|
21.1M
$1.64B
|
|
|
May 02, 2024
Q1 2024
|
Cambiar Investors LLC
|
SELL
|
- |
-245K- 63.77% |
$17.9M - $19.6M
|
139K
$10.8M
|
|
|
May 15, 2024
Q1 2024
|
Capital Fund Management S.A.
Paris, I0 |
SELL
|
- |
-247K- 41.01% |
$18.1M - $19.8M
|
355K
$27.5M
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-252K- 3.68% |
$18.4M - $20.1M
|
6.59M
$510M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-257K- 11.83% |
$18.8M - $20.6M
|
1.91M
$148M
|
|
|
Apr 12, 2024
Q1 2024
|
Twele Capital Management, Inc.
|
SELL
|
- |
-280K- 92.98% |
$20.5M - $22.4M
|
21.1K
$1.64M
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-289K- 52.95% |
$21.1M - $23.2M
|
257K
$19.9M
|
|
|
May 14, 2024
Q1 2024
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-304K- 90.7% |
$22.2M - $24.3M
|
31.2K
$2.42M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-349K- 19.2% |
$25.5M - $27.9M
|
1.47M
$114M
|
|
|
May 10, 2024
Q1 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-390K- 15.37% |
$28.5M - $31.2M
|
2.15M
$166M
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-393K- 23.34% |
$28.7M - $31.5M
|
1.29M
$100M
|
|
|
May 14, 2024
Q1 2024
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-434K- 55.04% |
$31.8M - $34.8M
|
355K
$27.5M
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-476K- 3.18% |
$34.8M - $38.1M
|
14.5M
$1.12B
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-674K- 5.82% |
$49.3M - $54M
|
10.9M
$846M
|
|
|
May 09, 2024
Q1 2024
|
Kabouter Management, LLC
Chicago, IL |
SELL
|
- |
-815K- 97.02% |
$59.5M - $65.2M
|
25K
$1.94M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-862K- 37.67% |
$63M - $69M
|
1.43M
$111M
|
|
|
Apr 25, 2024
Q1 2024
|
Wcm Investment Management, LLC
Laguna Beach, CA |
SELL
|
- |
-1.14M- 99.64% |
$83.2M - $91.1M
|
4.11K
$318K
|
|
|
May 08, 2024
Q1 2024
|
Td Asset Management Inc
|
SELL
|
- |
-1.25M- 21.91% |
$91.2M - $99.9M
|
4.45M
$345M
|
|
|
May 14, 2024
Q1 2024
|
Capital International Investors
Los Angeles, CA |
SELL
|
- |
-1.54M- 80.42% |
$112M - $123M
|
374K
$29M
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
SELL
|
- |
-2.62M- 22.77% |
$191M - $210M
|
8.88M
$689M
|
|
|
May 06, 2024
Q1 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-3.09M- 86.04% |
$226M - $248M
|
502K
$38.9M
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-3.34M- 9.53% |
$244M - $268M
|
31.7M
$2.46B
|