Purchases and Sales Made in Q1 2025 in Ishares Tr Msci Eafe ETF (EFA)
This table provides information about the institutional ownership of Ishares Tr Msci Eafe ETF (EFA) during Q1 2025. 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 13, 2025
Q1 2025
|
Evoke Wealth, LLC
|
BUY
|
- |
947+ 6.99% |
$70.9K - $80.4K
|
14.5K
$1.29M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
932+ 69.29% |
$69.8K - $79.1K
|
2.28K
$203K
|
|
|
Apr 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
927+ 1.69% |
$69.4K - $78.7K
|
55.8K
$4.97M
|
|
|
Apr 16, 2025
Q1 2025
|
Rockland Trust CO
|
BUY
|
- |
901+ 3.98% |
$67.4K - $76.5K
|
23.5K
$2.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
BUY
|
- |
900+ 12.52% |
$67.4K - $76.4K
|
8.09K
$721K
|
|
|
May 15, 2025
Q1 2025
|
Harris Associates L P
Chicago, IL |
BUY
|
- |
882New |
$66K - $74.9K
|
882
$78.6K
|
|
|
May 12, 2025
Q1 2025
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
873+ 32.83% |
$65.3K - $74.1K
|
3.53K
$315K
|
|
|
May 15, 2025
Q1 2025
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
855+ 32.52% |
$64K - $72.6K
|
3.48K
$310K
|
|
|
Apr 10, 2025
Q1 2025
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
844+ 2.79% |
$63.2K - $71.6K
|
31.1K
$2.77M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
822+ 10.65% |
$61.5K - $69.8K
|
8.54K
$761K
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
814+ 21.99% |
$60.9K - $69.1K
|
4.52K
$402K
|
|
|
Apr 21, 2025
Q1 2025
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
812+ 31.61% |
$60.8K - $68.9K
|
3.38K
$301K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
810+ 1.19% |
$60.6K - $68.8K
|
68.8K
$6.13M
|
|
|
Apr 11, 2025
Q1 2025
|
Congress Asset Management CO
|
BUY
|
- |
801+ 3.1% |
$60K - $68K
|
26.6K
$2.37M
|
|
|
Apr 17, 2025
Q1 2025
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
786+ 0.66% |
$58.8K - $66.7K
|
120K
$10.7M
|
|
|
May 02, 2025
Q1 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
775+ 7.71% |
$58K - $65.8K
|
10.8K
$965K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
752+ 3.43% |
$56.3K - $63.8K
|
22.7K
$2.02M
|
|
|
Apr 17, 2025
Q1 2025
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
742+ 2.3% |
$55.5K - $63K
|
33K
$2.94M
|
|
|
May 15, 2025
Q1 2025
|
Atalanta Sosnoff Capital, LLC
|
BUY
|
- |
709+ 20.08% |
$53.1K - $60.2K
|
4.24K
$378K
|
|
|
Apr 15, 2025
Q1 2025
|
Gibson Capital, LLC
Wexford, PA |
BUY
|
- |
708+ 19.4% |
$53K - $60.1K
|
4.36K
$388K
|
|
|
Apr 29, 2025
Q1 2025
|
Financial Counselors Inc
|
BUY
|
- |
690+ 0.33% |
$51.6K - $58.6K
|
211K
$18.8M
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
684+ 4.07% |
$51.2K - $58.1K
|
17.5K
$1.56M
|
|
|
May 13, 2025
Q1 2025
|
Dynamic Financial Group
Cedar Falls, IA |
BUY
|
- |
682+ 16.71% |
$51K - $57.9K
|
4.76K
$424K
|
|
|
May 15, 2025
Q1 2025
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
678+ 3.45% |
$50.7K - $57.6K
|
20.3K
$1.81M
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
674+ 3.85% |
$50.4K - $57.2K
|
18.2K
$1.62M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
667+ 7.8% |
$49.9K - $56.6K
|
9.22K
$821K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
664+ 5.87% |
$49.7K - $56.4K
|
12K
$1.07M
|
|
|
May 06, 2025
Q1 2025
|
Madden Advisory Services, Inc.
|
BUY
|
- |
663+ 0.75% |
$49.6K - $56.3K
|
88.9K
$7.92M
|
|
|
Apr 29, 2025
Q1 2025
|
Cloud Capital Management, LLC
Seattle, WA |
BUY
|
- |
660New |
$49.4K - $56K
|
660
$58.8K
|
|
|
May 08, 2025
Q1 2025
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
655+ 2.43% |
$49K - $55.6K
|
27.6K
$2.46M
|
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
641+ 4.75% |
$48K - $54.4K
|
14.1K
$1.26M
|
|
|
Apr 24, 2025
Q1 2025
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
637New |
$47.7K - $54.1K
|
637
$56.7K
|
|
|
May 07, 2025
Q1 2025
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
626+ 13.05% |
$46.9K - $53.1K
|
5.42K
$483K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
621+ 2.95% |
$46.5K - $52.7K
|
21.7K
$1.93M
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
BUY
|
- |
618+ 8.6% |
$46.3K - $52.5K
|
7.81K
$695K
|
|
|
Apr 11, 2025
Q1 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
614+ 15.99% |
$46K - $52.1K
|
4.46K
$397K
|
|
|
Apr 14, 2025
Q1 2025
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
613+ 1.28% |
$45.9K - $52K
|
48.4K
$4.31M
|
|
|
May 08, 2025
Q1 2025
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
608+ 22.58% |
$45.5K - $51.6K
|
3.3K
$294K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
584+ 1.9% |
$43.7K - $49.6K
|
31.2K
$2.78M
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
BUY
|
- |
567+ 0.2% |
$42.4K - $48.1K
|
286K
$25.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
552+ 26.34% |
$41.3K - $46.9K
|
2.65K
$236K
|
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
550+ 1.61% |
$41.2K - $46.7K
|
34.7K
$3.09M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
547+ 3.49% |
$40.9K - $46.4K
|
16.2K
$1.44M
|
|
|
May 14, 2025
Q1 2025
|
Delta Investment Management, LLC
|
BUY
|
- |
547+ 12.64% |
$40.9K - $46.4K
|
4.87K
$434K
|
|
|
May 08, 2025
Q1 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
534+ 1.56% |
$40K - $45.3K
|
34.7K
$3.09M
|
|
|
May 12, 2025
Q1 2025
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
532+ 1.8% |
$39.8K - $45.2K
|
30.1K
$2.68M
|
|
|
Apr 29, 2025
Q1 2025
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
530New |
$39.7K - $45K
|
530
$47.2K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
527+ 25.3% |
$39.4K - $44.7K
|
2.61K
$232K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
521+ 0.88% |
$39K - $44.2K
|
59.7K
$5.32M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
513+ 1.6% |
$38.4K - $43.5K
|
32.5K
$2.9M
|