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 |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
BUY
|
- |
510+ 3.73% |
$38.2K - $43.3K
|
14.2K
$1.26M
|
|
|
Apr 11, 2025
Q1 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
503+ 4.41% |
$37.6K - $42.7K
|
11.9K
$1.06M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
500+ 13.91% |
$37.4K - $42.4K
|
4.1K
$365K
|
|
|
Apr 22, 2025
Q1 2025
|
First Bancorp, Inc
|
BUY
|
- |
500+ 2.79% |
$37.4K - $42.4K
|
18.4K
$1.64M
|
|
|
May 14, 2025
Q1 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
490+ 15.71% |
$36.7K - $41.6K
|
3.61K
$321K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
488+ 3.18% |
$36.5K - $41.4K
|
15.8K
$1.41M
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
475+ 0.13% |
$35.6K - $40.3K
|
378K
$33.7M
|
|
|
May 09, 2025
Q1 2025
|
Lcm Capital Management Inc
|
BUY
|
- |
462+ 0.61% |
$34.6K - $39.2K
|
76.6K
$6.82M
|
|
|
May 15, 2025
Q1 2025
|
Westshore Wealth, LLC
|
BUY
|
- |
441+ 1.61% |
$33K - $37.4K
|
27.8K
$2.48M
|
|
|
May 16, 2025
Q1 2025
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
438New |
$32.8K - $37.2K
|
438
$39K
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
437+ 1.79% |
$32.7K - $37.1K
|
24.9K
$2.21M
|
|
|
May 08, 2025
Q1 2025
|
Fiduciary Wealth Partners, LLC
Newton, MA |
BUY
|
- |
435New |
$32.6K - $36.9K
|
435
$38.7K
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Insights, Inc.
|
BUY
|
- |
427+ 9.88% |
$32K - $36.2K
|
4.75K
$423K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
419New |
$31.4K - $35.6K
|
419
$37.3K
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
414+ 141.78% |
$31K - $35.1K
|
706
$62.9K
|
|
|
May 07, 2025
Q1 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
413+ 2.58% |
$30.9K - $35.1K
|
16.4K
$1.46M
|
|
|
Apr 23, 2025
Q1 2025
|
Inman Jager Wealth Management, LLC
Hattiesburg, MS |
BUY
|
- |
411+ 1.31% |
$30.8K - $34.9K
|
31.7K
$2.83M
|
|
|
May 12, 2025
Q1 2025
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
400+ 2.64% |
$29.9K - $34K
|
15.5K
$1.38M
|
|
|
May 13, 2025
Q1 2025
|
Texas Capital Bancshares Inc
|
BUY
|
- |
400+ 2.75% |
$29.9K - $34K
|
14.9K
$1.33M
|
|
|
Apr 24, 2025
Q1 2025
|
Trust CO Of Vermont
|
BUY
|
- |
397+ 1.95% |
$29.7K - $33.7K
|
20.8K
$1.85M
|
|
|
May 16, 2025
Q1 2025
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
392+ 1.43% |
$29.3K - $33.3K
|
27.8K
$2.47M
|
|
|
May 01, 2025
Q1 2025
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
384+ 4.05% |
$28.7K - $32.6K
|
9.86K
$878K
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
381+ 1.67% |
$28.5K - $32.3K
|
23.2K
$2.07M
|
|
|
May 08, 2025
Q1 2025
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
BUY
|
- |
379+ 7.52% |
$28.4K - $32.2K
|
5.42K
$483K
|
|
|
Apr 18, 2025
Q1 2025
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
373+ 0.49% |
$27.9K - $31.7K
|
76.3K
$6.79M
|
|
|
Apr 29, 2025
Q1 2025
|
Rice Partnership, LLC
|
BUY
|
- |
372+ 103.91% |
$27.8K - $31.6K
|
730
$65K
|
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
BUY
|
- |
371+ 3.99% |
$27.8K - $31.5K
|
9.66K
$861K
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
370+ 1.41% |
$27.7K - $31.4K
|
26.6K
$2.37M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
366+ 0.42% |
$27.4K - $31.1K
|
87.8K
$7.83M
|
|
|
May 12, 2025
Q1 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
356+ 2.81% |
$26.6K - $30.2K
|
13K
$1.16M
|
|
|
May 15, 2025
Q1 2025
|
Michels Family Financial, LLC
Fort Worth, TX |
BUY
|
- |
349+ 2.28% |
$26.1K - $29.6K
|
15.7K
$1.4M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
346+ 8.49% |
$25.9K - $29.4K
|
4.42K
$394K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
345+ 1.93% |
$25.8K - $29.3K
|
18.2K
$1.62M
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
344+ 7.02% |
$25.7K - $29.2K
|
5.24K
$467K
|
|
|
Apr 03, 2025
Q1 2025
|
Adirondack Trust CO
|
BUY
|
- |
332+ 2.51% |
$24.9K - $28.2K
|
13.6K
$1.21M
|
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
331+ 0.79% |
$24.8K - $28.1K
|
42.2K
$3.76M
|
|
|
Apr 03, 2025
Q1 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
329+ 4.82% |
$24.6K - $27.9K
|
7.16K
$638K
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
326+ 0.45% |
$24.4K - $27.7K
|
72.8K
$6.48M
|
|
|
Apr 09, 2025
Q1 2025
|
Inves Trust
Oklahoma City, OK |
BUY
|
- |
326+ 4.01% |
$24.4K - $27.7K
|
8.45K
$753K
|
|
|
Apr 14, 2025
Q1 2025
|
Bank Of New Hampshire
|
BUY
|
- |
320+ 1.32% |
$24K - $27.2K
|
24.5K
$2.19M
|
|
|
May 12, 2025
Q1 2025
|
Leith Wheeler Investment Counsel Ltd.
|
BUY
|
- |
318+ 1.46% |
$23.8K - $27K
|
22.1K
$1.97M
|
|
|
May 02, 2025
Q1 2025
|
Windsor Capital Management, LLC
|
BUY
|
- |
301+ 1.38% |
$22.5K - $25.6K
|
22.1K
$1.97M
|
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
300+ 3.51% |
$22.5K - $25.5K
|
8.85K
$788K
|
|
|
Apr 24, 2025
Q1 2025
|
Tpg Advisors LLC
Northfield, IL |
BUY
|
- |
298+ 10.32% |
$22.3K - $25.3K
|
3.19K
$284K
|
|
|
May 15, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
298+ 465.63% |
$22.3K - $25.3K
|
362
$32.2K
|
|
|
May 15, 2025
Q1 2025
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
295+ 4.86% |
$22.1K - $25K
|
6.37K
$567K
|
|
|
May 14, 2025
Q1 2025
|
Resolute Advisors LLC
|
BUY
|
- |
283+ 0.3% |
$21.2K - $24K
|
93.4K
$8.32M
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
276New |
$20.7K - $23.4K
|
276
$24.6K
|
|
|
May 15, 2025
Q1 2025
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
276+ 0.19% |
$20.7K - $23.4K
|
142K
$12.7M
|
|
|
May 14, 2025
Q1 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
266+ 0.18% |
$19.9K - $22.6K
|
147K
$13.1M
|