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 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
127New |
$9.51K - $10.8K
|
127
$11.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
125+ 0.26% |
$9.36K - $10.6K
|
48.4K
$4.31M
|
|
|
May 12, 2025
Q1 2025
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
119+ 0.96% |
$8.91K - $10.1K
|
12.6K
$1.12M
|
|
|
Apr 24, 2025
Q1 2025
|
Corundum Trust Company, Inc
Sioux Falls, SD |
BUY
|
- |
117+ 0.93% |
$8.76K - $9.93K
|
12.7K
$1.13M
|
|
|
Apr 09, 2025
Q1 2025
|
Schwab Charitable Fund
|
BUY
|
- |
112+ 1.24% |
$8.38K - $9.51K
|
9.14K
$814K
|
|
|
May 02, 2025
Q1 2025
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
108+ 1.47% |
$8.08K - $9.17K
|
7.48K
$666K
|
|
|
May 01, 2025
Q1 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
102+ 1.08% |
$7.63K - $8.66K
|
9.58K
$854K
|
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
100New |
$7.48K - $8.49K
|
100
$8.91K
|
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
98+ 23.5% |
$7.34K - $8.32K
|
515
$45.9K
|
|
|
Apr 16, 2025
Q1 2025
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
97New |
$7.26K - $8.23K
|
97
$8.64K
|
|
|
Apr 10, 2025
Q1 2025
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
96+ 1.15% |
$7.19K - $8.15K
|
8.47K
$754K
|
|
|
Apr 23, 2025
Q1 2025
|
Timonier Family Office, Ltd.
Winston Salem, NC |
BUY
|
- |
96+ 2.3% |
$7.19K - $8.15K
|
4.27K
$380K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
96+ 1.75% |
$7.19K - $8.15K
|
5.59K
$498K
|
|
|
May 07, 2025
Q1 2025
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
91+ 3.19% |
$6.81K - $7.72K
|
2.94K
$262K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
91New |
$6.81K - $7.72K
|
91
$8.11K
|
|
|
May 07, 2025
Q1 2025
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
BUY
|
- |
89New |
$6.66K - $7.56K
|
89
$7.93K
|
|
|
Apr 18, 2025
Q1 2025
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
83+ 2.3% |
$6.21K - $7.05K
|
3.69K
$329K
|
|
|
May 06, 2025
Q1 2025
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
83+ 2.81% |
$6.21K - $7.05K
|
3.04K
$270K
|
|
|
Apr 28, 2025
Q1 2025
|
Fusion Family Wealth LLC
|
BUY
|
- |
80+ 0.39% |
$5.99K - $6.79K
|
20.9K
$1.86M
|
|
|
Apr 15, 2025
Q1 2025
|
Members Wealth LLC
Media, PA |
BUY
|
- |
79+ 1.77% |
$5.91K - $6.71K
|
4.54K
$404K
|
|
|
May 14, 2025
Q1 2025
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
79+ 0.8% |
$5.91K - $6.71K
|
9.94K
$885K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
74+ 11.13% |
$5.54K - $6.28K
|
739
$65.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
73New |
$5.46K - $6.2K
|
73
$6.5K
|
|
|
May 06, 2025
Q1 2025
|
Morling Financial Advisors, LLC
|
BUY
|
- |
70+ 1.93% |
$5.24K - $5.94K
|
3.69K
$329K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
68+ 0.91% |
$5.09K - $5.77K
|
7.52K
$670K
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
68+ 0.19% |
$5.09K - $5.77K
|
36.8K
$3.27M
|
|
|
Apr 24, 2025
Q1 2025
|
Ashford Advisors, LLC
|
BUY
|
- |
67+ 0.18% |
$5.01K - $5.69K
|
36.5K
$3.25M
|
|
|
Apr 23, 2025
Q1 2025
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
62+ 0.41% |
$4.64K - $5.26K
|
15.1K
$1.35M
|
|
|
May 08, 2025
Q1 2025
|
Legacy Bridge, LLC
|
BUY
|
- |
62+ 0.39% |
$4.64K - $5.26K
|
16K
$1.43M
|
|
|
May 14, 2025
Q1 2025
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
60+ 0.23% |
$4.49K - $5.09K
|
26K
$2.31M
|
|
|
Apr 11, 2025
Q1 2025
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
59+ 2.23% |
$4.42K - $5.01K
|
2.71K
$241K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
59+ 1.12% |
$4.42K - $5.01K
|
5.32K
$474K
|
|
|
Apr 25, 2025
Q1 2025
|
Rkl Wealth Management LLC
|
BUY
|
- |
48+ 0.64% |
$3.59K - $4.07K
|
7.54K
$672K
|
|
|
May 13, 2025
Q1 2025
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
46+ 0.23% |
$3.44K - $3.9K
|
20.2K
$1.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Vested Financial Planning, LLC
San Carlos, CA |
BUY
|
- |
43+ 0.87% |
$3.22K - $3.65K
|
5.01K
$447K
|
|
|
Apr 11, 2025
Q1 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
42+ 0.48% |
$3.14K - $3.57K
|
8.76K
$780K
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
42New |
$3.14K - $3.57K
|
42
$3.74K
|
|
|
Apr 30, 2025
Q1 2025
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
40+ 0.57% |
$2.99K - $3.4K
|
7.04K
$627K
|
|
|
May 15, 2025
Q1 2025
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
40+ 0.5% |
$2.99K - $3.4K
|
7.99K
$711K
|
|
|
Apr 16, 2025
Q1 2025
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
39+ 0.76% |
$2.92K - $3.31K
|
5.17K
$460K
|
|
|
May 12, 2025
Q1 2025
|
Bill Few Associates, Inc.
|
BUY
|
- |
38+ 1.38% |
$2.84K - $3.23K
|
2.79K
$249K
|
|
|
May 13, 2025
Q1 2025
|
Petix & Botte CO
|
BUY
|
- |
38+ 0.69% |
$2.84K - $3.23K
|
5.58K
$497K
|
|
|
Apr 16, 2025
Q1 2025
|
Paragon Capital Management LTD
|
BUY
|
- |
37+ 0.05% |
$2.77K - $3.14K
|
73.5K
$6.55M
|
|
|
May 14, 2025
Q1 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
37+ 0.86% |
$2.77K - $3.14K
|
4.35K
$387K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
34+ 64.15% |
$2.54K - $2.89K
|
87
$7.75K
|
|
|
Apr 21, 2025
Q1 2025
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
31+ 0.95% |
$2.32K - $2.63K
|
3.28K
$292K
|
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
31+ 0.36% |
$2.32K - $2.63K
|
8.65K
$771K
|
|
|
Apr 22, 2025
Q1 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
30+ 0.55% |
$2.25K - $2.55K
|
5.5K
$490K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
28+ 2.08% |
$2.1K - $2.38K
|
1.38K
$122K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
28+ 1.16% |
$2.1K - $2.38K
|
2.44K
$217K
|