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 & CO Inc
New York, NY |
BUY
|
- |
2.95K+ 1.77% |
$216K - $236K
|
170K
$13.2M
|
|
|
May 07, 2024
Q1 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
2.89KNew |
$211K - $231K
|
2.89K
$224K
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
2.89KNew |
$211K - $231K
|
2.89K
$224K
|
|
|
Apr 08, 2024
Q1 2024
|
Marion Wealth Management
|
BUY
|
- |
2.83KNew |
$207K - $227K
|
2.83K
$220K
|
|
|
May 07, 2024
Q1 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
2.82K+ 6.32% |
$206K - $225K
|
47.4K
$3.67M
|
|
|
Jul 26, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
2.81K+ 586.04% |
$206K - $225K
|
3.29K
$255K
|
|
|
May 09, 2024
Q1 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
2.77K+ 2.24% |
$202K - $222K
|
126K
$9.79M
|
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
2.77K+ 28.27% |
$202K - $221K
|
12.6K
$973K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
2.72KNew |
$199K - $218K
|
2.72K
$211K
|
|
|
May 13, 2024
Q1 2024
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
2.72KNew |
$199K - $217K
|
2.72K
$210K
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
2.71K+ 11.52% |
$198K - $217K
|
26.3K
$2.04M
|
|
|
May 13, 2024
Q1 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
2.71KNew |
$198K - $217K
|
2.71K
$210K
|
|
|
Apr 15, 2024
Q1 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
2.7KNew |
$198K - $216K
|
2.7K
$210K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
2.69K+ 1.28% |
$197K - $215K
|
213K
$16.5M
|
|
|
Apr 25, 2024
Q1 2024
|
Grant
|
BUY
|
- |
2.69KNew |
$196K - $215K
|
2.69K
$208K
|
|
|
Apr 16, 2024
Q1 2024
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
2.65KNew |
$194K - $212K
|
2.65K
$206K
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
2.65K+ 1.24% |
$194K - $212K
|
217K
$16.8M
|
|
|
Apr 12, 2024
Q1 2024
|
Von Berge Wealth Management Group, LLC
|
BUY
|
- |
2.65KNew |
$194K - $212K
|
2.65K
$206K
|
|
|
Apr 22, 2024
Q1 2024
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
2.65KNew |
$194K - $212K
|
2.65K
$205K
|
|
|
Apr 18, 2024
Q1 2024
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
2.64K+ 3.76% |
$193K - $212K
|
73K
$5.66M
|
|
|
Apr 19, 2024
Q1 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
2.61KNew |
$191K - $209K
|
2.61K
$202K
|
|
|
May 14, 2024
Q1 2024
|
Plancorp, LLC
|
BUY
|
- |
2.59KNew |
$190K - $208K
|
2.59K
$201K
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
2.59K+ 12.07% |
$189K - $207K
|
24K
$1.86M
|
|
|
May 03, 2024
Q1 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
2.58KNew |
$189K - $207K
|
2.58K
$200K
|
|
|
Apr 26, 2024
Q1 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
2.58K+ 6.97% |
$189K - $207K
|
39.6K
$3.07M
|
|
|
May 14, 2024
Q1 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
2.58KNew |
$189K - $207K
|
2.58K
$200K
|
|
|
Apr 15, 2024
Q1 2024
|
First National Bank Sioux Falls
|
BUY
|
- |
2.57KNew |
$188K - $206K
|
2.57K
$199K
|
|
|
Apr 16, 2024
Q1 2024
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
2.57KNew |
$188K - $206K
|
2.57K
$199K
|
|
|
Apr 22, 2024
Q1 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
2.57K+ 4.97% |
$188K - $206K
|
54.3K
$4.21M
|
|
|
Apr 09, 2024
Q1 2024
|
Farmers Trust CO
|
BUY
|
- |
2.57K+ 7.88% |
$188K - $206K
|
35.2K
$2.73M
|
|
|
Apr 25, 2024
Q1 2024
|
Schnieders Capital Management LLC
|
BUY
|
- |
2.57KNew |
$188K - $206K
|
2.57K
$199K
|
|
|
Apr 19, 2024
Q1 2024
|
Lake Street Financial LLC
|
BUY
|
- |
2.57KNew |
$188K - $205K
|
2.57K
$199K
|
|
|
Apr 30, 2024
Q1 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
2.57KNew |
$188K - $205K
|
2.57K
$199K
|
|
|
Apr 18, 2024
Q1 2024
|
Financial Life Advisors
|
BUY
|
- |
2.57KNew |
$188K - $205K
|
2.57K
$199K
|
|
|
Apr 22, 2024
Q1 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
2.53K+ 7.34% |
$185K - $202K
|
36.9K
$2.86M
|
|
|
Apr 30, 2024
Q1 2024
|
Parthenon LLC
|
BUY
|
- |
2.51KNew |
$184K - $201K
|
2.51K
$195K
|
|
|
May 08, 2024
Q1 2024
|
Patton Fund Management, Inc.
|
BUY
|
- |
2.48K+ 1.11% |
$181K - $198K
|
226K
$17.5M
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
2.47K+ 6.83% |
$181K - $198K
|
38.6K
$2.99M
|
|
|
May 21, 2024
Q1 2024
|
Nepc LLC
Boston, MA |
BUY
|
- |
2.47K+ 2.4% |
$180K - $197K
|
105K
$8.16M
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2.4K+ 63.59% |
$176K - $192K
|
6.18K
$479K
|
|
|
May 03, 2024
Q1 2024
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
2.4K+ 1.38% |
$176K - $192K
|
177K
$13.7M
|
|
|
May 08, 2024
Q1 2024
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
2.35K+ 2.92% |
$172K - $188K
|
83K
$6.43M
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.35K+ 71.62% |
$172K - $188K
|
5.63K
$436K
|
|
|
May 03, 2024
Q1 2024
|
Spc Financial, Inc.
|
BUY
|
- |
2.35K+ 31.39% |
$172K - $188K
|
9.83K
$762K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
2.32KNew |
$170K - $186K
|
2.32K
$180K
|
|
|
Apr 18, 2024
Q1 2024
|
Hfg Advisors, Inc.
|
BUY
|
- |
2.32K+ 10.93% |
$170K - $186K
|
23.6K
$1.83M
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
2.31K+ 14.37% |
$169K - $185K
|
18.4K
$1.42M
|
|
|
Apr 25, 2024
Q1 2024
|
First Merchants Corp
|
BUY
|
- |
2.3K+ 16.19% |
$168K - $184K
|
16.5K
$1.28M
|
|
|
May 10, 2024
Q1 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
2.29K+ 13.06% |
$168K - $183K
|
19.8K
$1.54M
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
2.22K+ 21.21% |
$162K - $177K
|
12.7K
$982K
|