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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2024
Q1 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
4.65K+ 12.02% |
$340K - $372K
|
43.3K
$3.36M
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
4.59K+ 5.78% |
$335K - $367K
|
83.9K
$6.5M
|
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
4.57K+ 168.87% |
$334K - $366K
|
7.28K
$564K
|
|
|
May 15, 2024
Q1 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
4.53KNew |
$331K - $363K
|
4.53K
$351K
|
|
|
Nov 18, 2024
Q1 2024
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
4.52K+ 8.44% |
$330K - $362K
|
58.1K
$4.5M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
4.47K+ 3.04% |
$326K - $357K
|
151K
$11.7M
|
|
|
Apr 12, 2024
Q1 2024
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
4.39K+ 47.79% |
$321K - $352K
|
13.6K
$1.05M
|
|
|
May 15, 2024
Q1 2024
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
4.34KNew |
$318K - $348K
|
4.34K
$337K
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
4.31K+ 10.7% |
$315K - $345K
|
44.5K
$3.45M
|
|
|
May 13, 2024
Q1 2024
|
Girard Partners Ltd.
|
BUY
|
- |
4.3KNew |
$314K - $344K
|
4.3K
$333K
|
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
BUY
|
- |
4.25K+ 76.56% |
$310K - $340K
|
9.79K
$759K
|
|
|
May 22, 2024
Q1 2024
|
First City Capital Management, Inc.
|
BUY
|
- |
4.22KNew |
$308K - $338K
|
4.22K
$327K
|
|
|
May 13, 2024
Q1 2024
|
Smh Capital Advisors Inc
|
BUY
|
- |
4.2KNew |
$307K - $336K
|
4.2K
$326K
|
|
|
May 06, 2024
Q1 2024
|
Financial Services Advisory Inc
|
BUY
|
- |
4.11K+ 36.23% |
$301K - $329K
|
15.5K
$1.2M
|
|
|
May 13, 2024
Q1 2024
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
4.09KNew |
$299K - $328K
|
4.09K
$317K
|
|
|
Apr 22, 2024
Q1 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
4K+ 51.86% |
$292K - $320K
|
11.7K
$908K
|
|
|
May 09, 2024
Q1 2024
|
Motco
|
BUY
|
- |
3.94K+ 15.86% |
$288K - $315K
|
28.8K
$2.23M
|
|
|
May 03, 2024
Q1 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
3.86K+ 1.2% |
$282K - $309K
|
326K
$25.3M
|
|
|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
3.85K+ 1.05% |
$281K - $308K
|
372K
$28.8M
|
|
|
Apr 10, 2024
Q1 2024
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
3.76K+ 15.63% |
$275K - $301K
|
27.8K
$2.16M
|
|
|
Apr 17, 2024
Q1 2024
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
3.76K+ 100.0% |
$275K - $301K
|
7.52K
$583K
|
|
|
May 09, 2024
Q1 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
3.74K+ 29.05% |
$274K - $300K
|
16.6K
$1.29M
|
|
|
May 13, 2024
Q1 2024
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
3.74K+ 1.93% |
$274K - $300K
|
198K
$15.3M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
3.73K+ 17.23% |
$273K - $299K
|
25.4K
$1.97M
|
|
|
May 01, 2024
Q1 2024
|
St. Louis Trust CO
|
BUY
|
- |
3.73K+ 3.55% |
$273K - $299K
|
109K
$8.44M
|
|
|
May 15, 2024
Q1 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
3.72K+ 3.64% |
$272K - $298K
|
106K
$8.22M
|
|
|
May 02, 2024
Q1 2024
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
3.72KNew |
$272K - $297K
|
3.72K
$288K
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.61K+ 16.79% |
$264K - $289K
|
25.1K
$1.95M
|
|
|
Apr 19, 2024
Q1 2024
|
Greenfield Ftc, Inc.
|
BUY
|
- |
3.56K+ 1.24% |
$260K - $285K
|
290K
$22.5M
|
|
|
May 08, 2024
Q1 2024
|
Neumann Capital Management, LLC
|
BUY
|
- |
3.56K+ 9.99% |
$260K - $285K
|
39.1K
$3.03M
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
3.52K+ 9.66% |
$257K - $282K
|
40K
$3.1M
|
|
|
May 14, 2024
Q1 2024
|
Edge Capital Group, LLC
|
BUY
|
- |
3.4K+ 4.47% |
$249K - $272K
|
79.4K
$6.15M
|
|
|
Apr 15, 2024
Q1 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
3.37KNew |
$246K - $269K
|
3.37K
$261K
|
|
|
May 14, 2024
Q1 2024
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
3.35K+ 4.65% |
$245K - $268K
|
75.3K
$5.84M
|
|
|
May 06, 2024
Q1 2024
|
Motive Wealth Advisors
|
BUY
|
- |
3.34KNew |
$244K - $268K
|
3.34K
$259K
|
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
3.33K+ 6.32% |
$244K - $267K
|
56.1K
$4.35M
|
|
|
Apr 23, 2024
Q1 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
3.33K+ 2.48% |
$244K - $267K
|
138K
$10.7M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.29K+ 29.73% |
$240K - $263K
|
14.4K
$1.11M
|
|
|
Apr 30, 2024
Q1 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
3.25KNew |
$238K - $260K
|
3.25K
$252K
|
|
|
May 13, 2024
Q1 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
3.23K+ 5.12% |
$236K - $258K
|
66.3K
$5.14M
|
|
|
Apr 23, 2024
Q1 2024
|
Melfa Wealth Management, LLC
Westborough, MA |
BUY
|
- |
3.23KNew |
$236K - $258K
|
3.23K
$250K
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
3.16K+ 27.38% |
$231K - $253K
|
14.7K
$1.14M
|
|
|
May 03, 2024
Q1 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
3.15KNew |
$230K - $252K
|
3.15K
$244K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
3.15KNew |
$230K - $252K
|
3.15K
$244K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
3.09K+ 7.32% |
$226K - $247K
|
45.3K
$3.51M
|
|
|
May 10, 2024
Q1 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
3.06K+ 23.78% |
$224K - $245K
|
15.9K
$1.24M
|
|
|
May 07, 2024
Q1 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
3.03KNew |
$222K - $243K
|
3.03K
$235K
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
3.02K+ 5.79% |
$221K - $242K
|
55.2K
$4.28M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3K+ 1.56% |
$219K - $240K
|
195K
$15.1M
|
|
|
May 13, 2024
Q1 2024
|
Natixis
Paris, I0 |
BUY
|
- |
2.96KNew |
$217K - $237K
|
2.96K
$230K
|