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 15, 2024
Q1 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
24.1KNew |
$1.76M - $1.93M
|
24.1K
$1.86M
|
|
|
Apr 19, 2024
Q1 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
24KNew |
$1.75M - $1.92M
|
24K
$1.86M
|
|
|
May 14, 2024
Q1 2024
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
23.5KNew |
$1.72M - $1.88M
|
23.5K
$1.82M
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
23.5K+ 9.09% |
$1.72M - $1.88M
|
282K
$21.8M
|
|
|
May 13, 2024
Q1 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
22.1K+ 0.82% |
$1.61M - $1.77M
|
2.71M
$210M
|
|
|
May 20, 2024
Q1 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
22.1K+ 7.34% |
$1.61M - $1.77M
|
323K
$25M
|
|
|
May 16, 2024
Q1 2024
|
Hancock Whitney Corp
|
BUY
|
- |
22K+ 3.4% |
$1.61M - $1.76M
|
669K
$51.9M
|
|
|
May 15, 2024
Q1 2024
|
Innova Wealth Partners
|
BUY
|
- |
21.9K+ 113.83% |
$1.6M - $1.75M
|
41.1K
$3.19M
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
21.7K+ 3.16% |
$1.59M - $1.74M
|
709K
$54.9M
|
|
|
May 01, 2024
Q1 2024
|
Stone X Group Inc.
|
BUY
|
- |
21.7K+ 12.47% |
$1.58M - $1.73M
|
195K
$15.1M
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
BUY
|
- |
21.5K+ 3.09% |
$1.57M - $1.72M
|
717K
$55.5M
|
|
|
Apr 23, 2024
Q1 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
20.8K+ 8.83% |
$1.52M - $1.67M
|
257K
$19.9M
|
|
|
Apr 05, 2024
Q1 2024
|
Prism Advisors, Inc.
|
BUY
|
- |
20.7K+ 7.41% |
$1.52M - $1.66M
|
301K
$23.3M
|
|
|
May 06, 2024
Q1 2024
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
20.6K+ 19.86% |
$1.51M - $1.65M
|
125K
$9.66M
|
|
|
Oct 22, 2024
Q1 2024
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
20.2K+ 10.61% |
$1.48M - $1.62M
|
211K
$16.3M
|
|
|
Apr 19, 2024
Q1 2024
|
Maryland State Retirement & Pension System
|
BUY
|
- |
20.1K+ 94.02% |
$1.47M - $1.61M
|
41.5K
$3.21M
|
|
|
May 10, 2024
Q1 2024
|
Ing Groep Nv
|
BUY
|
- |
20KNew |
$1.46M - $1.6M
|
20K
$1.55M
|
|
|
Apr 08, 2024
Q1 2024
|
Emprise Bank
Wichita, KS |
BUY
|
- |
19.3KNew |
$1.41M - $1.55M
|
19.3K
$1.5M
|
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
18.2KNew |
$1.33M - $1.46M
|
18.2K
$1.41M
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
18.2K+ 12.22% |
$1.33M - $1.45M
|
167K
$12.9M
|
|
|
May 15, 2024
Q1 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
18.1K+ 5.38% |
$1.32M - $1.45M
|
355K
$27.5M
|
|
|
May 15, 2024
Q1 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
18.1KNew |
$1.32M - $1.45M
|
18.1K
$1.4M
|
|
|
May 10, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
18KNew |
$1.31M - $1.44M
|
18K
$1.39M
|
|
|
May 07, 2024
Q1 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
17.8K+ 40.43% |
$1.3M - $1.43M
|
61.9K
$4.79M
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
17.6K+ 1.64% |
$1.29M - $1.41M
|
1.09M
$84.4M
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
17.1KNew |
$1.25M - $1.37M
|
17.1K
$1.33M
|
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
16.9KNew |
$1.23M - $1.35M
|
16.9K
$1.31M
|
|
|
Apr 15, 2024
Q1 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
16.7K+ 80.56% |
$1.22M - $1.33M
|
37.3K
$2.89M
|
|
|
Apr 17, 2024
Q1 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
15.9K+ 1.09% |
$1.16M - $1.27M
|
1.48M
$115M
|
|
|
May 10, 2024
Q1 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
15.9KNew |
$1.16M - $1.27M
|
15.9K
$1.23M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
15.6K+ 23.75% |
$1.14M - $1.25M
|
81.2K
$6.29M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
15.2K+ 3.19% |
$1.11M - $1.22M
|
491K
$38.1M
|
|
|
May 02, 2024
Q1 2024
|
Aries Wealth Management
|
BUY
|
- |
15.2K+ 18.92% |
$1.11M - $1.22M
|
95.6K
$7.41M
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
15.1K+ 4.16% |
$1.11M - $1.21M
|
379K
$29.3M
|
|
|
May 10, 2024
Q1 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
15.1K+ 10.26% |
$1.1M - $1.21M
|
162K
$12.6M
|
|
|
May 02, 2024
Q1 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
14.6K+ 6.87% |
$1.07M - $1.17M
|
228K
$17.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
14.6KNew |
$1.07M - $1.17M
|
14.6K
$1.13M
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
BUY
|
- |
14.5K+ 20.47% |
$1.06M - $1.16M
|
85.3K
$6.61M
|
|
|
May 14, 2024
Q1 2024
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
BUY
|
- |
14.4KNew |
$1.05M - $1.15M
|
14.4K
$1.12M
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
14.3K+ 1.73% |
$1.04M - $1.14M
|
839K
$65M
|
|
|
Apr 29, 2024
Q1 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
14.3K+ 2.19% |
$1.04M - $1.14M
|
667K
$51.7M
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
14.2KNew |
$1.04M - $1.14M
|
14.2K
$1.1M
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
14K+ 3.59% |
$1.02M - $1.12M
|
404K
$31.3M
|
|
|
May 09, 2024
Q1 2024
|
1 St Source Bank
|
BUY
|
- |
13.9K+ 3.18% |
$1.01M - $1.11M
|
451K
$34.9M
|
|
|
Jul 23, 2024
Q1 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
13.7KNew |
$1.01M - $1.1M
|
13.7K
$1.07M
|
|
|
May 13, 2024
Q1 2024
|
United Bank
Vienna, VA |
BUY
|
- |
13.4K+ 35.44% |
$981K - $1.07M
|
51.3K
$3.97M
|
|
|
Apr 22, 2024
Q1 2024
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
13.2K+ 98.89% |
$965K - $1.06M
|
26.5K
$2.06M
|
|
|
Apr 17, 2024
Q1 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
13.1K+ 9.48% |
$959K - $1.05M
|
151K
$11.7M
|
|
|
Apr 18, 2024
Q1 2024
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
12.9K+ 5.65% |
$942K - $1.03M
|
241K
$18.7M
|
|
|
May 15, 2024
Q1 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
12.7KNew |
$927K - $1.02M
|
12.7K
$983K
|