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
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
1K+ 12.42% |
$73.1K - $80K
|
9.05K
$701K
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
984+ 15.96% |
$71.9K - $78.8K
|
7.15K
$554K
|
|
May 10, 2024
Q1 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
979+ 35.25% |
$71.6K - $78.4K
|
3.76K
$291K
|
|
Apr 11, 2024
Q1 2024
|
Optimum Investment Advisors
|
BUY
|
- |
975+ 13.87% |
$71.3K - $78K
|
8.01K
$620K
|
|
May 10, 2024
Q1 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
974+ 0.69% |
$71.2K - $78K
|
142K
$11M
|
|
Apr 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
BUY
|
- |
972+ 1.35% |
$71.1K - $77.8K
|
72.9K
$5.65M
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
935New |
$68.4K - $74.8K
|
935
$72.5K
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
929New |
$67.9K - $74.4K
|
929
$72K
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
929New |
$67.9K - $74.4K
|
929
$72K
|
|
Oct 22, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
926+ 16.91% |
$67.7K - $74.1K
|
6.4K
$496K
|
|
Apr 30, 2024
Q1 2024
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
909+ 14.43% |
$66.5K - $72.8K
|
7.21K
$559K
|
|
May 15, 2024
Q1 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
903New |
$66K - $72.3K
|
903
$70K
|
|
May 01, 2024
Q1 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
869+ 1.78% |
$63.5K - $69.6K
|
49.8K
$3.86M
|
|
May 10, 2024
Q1 2024
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
869+ 1.4% |
$63.5K - $69.6K
|
63K
$4.88M
|
|
May 15, 2024
Q1 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
852+ 9.7% |
$62.3K - $68.2K
|
9.64K
$747K
|
|
May 09, 2024
Q1 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
839+ 1.52% |
$61.3K - $67.2K
|
56K
$4.34M
|
|
May 10, 2024
Q1 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
822+ 45.84% |
$60.1K - $65.8K
|
2.62K
$203K
|
|
May 02, 2024
Q1 2024
|
Welch & Forbes LLC
|
BUY
|
- |
797+ 2.84% |
$58.3K - $63.8K
|
28.9K
$2.24M
|
|
May 01, 2024
Q1 2024
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
789+ 18.5% |
$57.7K - $63.2K
|
5.05K
$392K
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
760+ 10.73% |
$55.6K - $60.8K
|
7.84K
$608K
|
|
Sep 06, 2024
Q1 2024
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
753+ 13.87% |
$55.1K - $60.3K
|
6.18K
$479K
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
736+ 2.55% |
$53.8K - $58.9K
|
29.6K
$2.29M
|
|
May 10, 2024
Q1 2024
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
728+ 7.52% |
$53.2K - $58.3K
|
10.4K
$806K
|
|
Apr 26, 2024
Q1 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
726+ 2.59% |
$53.1K - $58.1K
|
28.8K
$2.23M
|
|
Apr 17, 2024
Q1 2024
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
722+ 6.92% |
$52.8K - $57.8K
|
11.2K
$864K
|
|
May 15, 2024
Q1 2024
|
Harvest Investment Advisors, LLC
Tallahassee, FL |
BUY
|
- |
675+ 0.51% |
$49.3K - $54K
|
132K
$10.3M
|
|
May 14, 2024
Q1 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
665+ 23.22% |
$48.6K - $53.2K
|
3.53K
$274K
|
|
Apr 22, 2024
Q1 2024
|
Tap Consulting, LLC
|
BUY
|
- |
664+ 1.0% |
$48.5K - $53.1K
|
67.4K
$5.22M
|
|
Apr 09, 2024
Q1 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
661+ 1.36% |
$48.3K - $52.9K
|
49.2K
$3.82M
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
661+ 1.03% |
$48.3K - $52.9K
|
64.7K
$5.01M
|
|
May 15, 2024
Q1 2024
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
654+ 15.04% |
$47.8K - $52.3K
|
5K
$388K
|
|
May 07, 2024
Q1 2024
|
Keudell
|
BUY
|
- |
649+ 7.25% |
$47.4K - $51.9K
|
9.6K
$744K
|
|
Apr 19, 2024
Q1 2024
|
Santori & Peters, Inc.
|
BUY
|
- |
648+ 1.23% |
$47.4K - $51.9K
|
53.1K
$4.12M
|
|
May 13, 2024
Q1 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
646+ 7.84% |
$47.2K - $51.7K
|
8.89K
$689K
|
|
May 03, 2024
Q1 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
641New |
$46.9K - $51.3K
|
641
$49.7K
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
625+ 19.91% |
$45.7K - $50K
|
3.76K
$292K
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
625+ 15.51% |
$45.7K - $50K
|
4.66K
$361K
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
614+ 40.39% |
$44.9K - $49.1K
|
2.13K
$165K
|
|
Apr 16, 2024
Q1 2024
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
609+ 0.45% |
$44.5K - $48.7K
|
137K
$10.6M
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
600+ 2.37% |
$43.9K - $48K
|
25.9K
$2.01M
|
|
Apr 08, 2024
Q1 2024
|
Bath Savings Trust CO
|
BUY
|
- |
597+ 11.56% |
$43.6K - $47.8K
|
5.76K
$447K
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
589+ 0.37% |
$43.1K - $47.1K
|
162K
$12.5M
|
|
Apr 25, 2024
Q1 2024
|
Regis Management CO LLC
|
BUY
|
- |
580+ 0.26% |
$42.4K - $46.4K
|
228K
$17.7M
|
|
Oct 31, 2024
Q1 2024
|
Westshore Wealth, LLC
|
BUY
|
- |
569+ 2.17% |
$41.6K - $45.5K
|
26.8K
$2.08M
|
|
Apr 15, 2024
Q1 2024
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
555+ 0.81% |
$40.6K - $44.4K
|
69.5K
$5.39M
|
|
May 13, 2024
Q1 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
554+ 0.11% |
$40.5K - $44.3K
|
525K
$40.7M
|
|
Apr 26, 2024
Q1 2024
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
540+ 2.21% |
$39.5K - $43.2K
|
24.9K
$1.93M
|
|
Apr 22, 2024
Q1 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
539+ 13.7% |
$39.4K - $43.1K
|
4.47K
$347K
|
|
Apr 22, 2024
Q1 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
534+ 10.76% |
$39K - $42.7K
|
5.5K
$426K
|
|
May 15, 2024
Q1 2024
|
Hillman Capital Management, Inc.
Bethesda, MD |
BUY
|
- |
522+ 2.21% |
$38.2K - $41.8K
|
24.2K
$1.87M
|