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 02, 2025
Q1 2025
|
Armor Investment Advisors, LLC
|
BUY
|
- |
26+ 0.91% |
$1.95K - $2.21K
|
2.88K
$257K
|
|
|
Apr 15, 2025
Q1 2025
|
Oak Family Advisors, LLC
|
BUY
|
- |
25+ 0.49% |
$1.87K - $2.12K
|
5.11K
$455K
|
|
|
Apr 17, 2025
Q1 2025
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
25+ 0.75% |
$1.87K - $2.12K
|
3.36K
$299K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
25+ 1.55% |
$1.87K - $2.12K
|
1.63K
$146K
|
|
|
May 07, 2025
Q1 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
24+ 0.1% |
$1.8K - $2.04K
|
24.8K
$2.21M
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
21+ 0.55% |
$1.57K - $1.78K
|
3.86K
$344K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
18+ 4.11% |
$1.35K - $1.53K
|
456
$40.6K
|
|
|
Apr 23, 2025
Q1 2025
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
17+ 0.64% |
$1.27K - $1.44K
|
2.67K
$237K
|
|
|
May 14, 2025
Q1 2025
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
17+ 13.08% |
$1.27K - $1.44K
|
147
$13.1K
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
16+ 0.45% |
$1.2K - $1.36K
|
3.55K
$316K
|
|
|
Apr 16, 2025
Q1 2025
|
Defined Wealth Management, LLC
|
BUY
|
- |
15+ 0.04% |
$1.12K - $1.27K
|
37.3K
$3.32M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
15+ 0.13% |
$1.12K - $1.27K
|
11.9K
$1.06M
|
|
|
Apr 16, 2025
Q1 2025
|
Krilogy Financial LLC
|
BUY
|
- |
13+ 0.05% |
$973 - $1.1K
|
28.1K
$2.5M
|
|
|
May 15, 2025
Q1 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
13+ 0.34% |
$973 - $1.1K
|
3.89K
$346K
|
|
|
May 01, 2025
Q1 2025
|
Cortland Associates Inc
|
BUY
|
- |
12+ 0.33% |
$898 - $1.02K
|
3.68K
$328K
|
|
|
Apr 22, 2025
Q1 2025
|
Carret Asset Management, LLC
|
BUY
|
- |
10+ 0.15% |
$749 - $849
|
6.9K
$615K
|
|
|
May 05, 2025
Q1 2025
|
Vista Capital Partners, Inc.
|
BUY
|
- |
10+ 0.14% |
$749 - $849
|
7.06K
$629K
|
|
|
May 06, 2025
Q1 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
9+ 0.06% |
$674 - $764
|
15.7K
$1.4M
|
|
|
May 01, 2025
Q1 2025
|
Forum Private Client Group LLC
|
BUY
|
- |
7+ 0.09% |
$524 - $594
|
7.52K
$670K
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
6New |
$449 - $509
|
6
$534
|
|
|
May 15, 2025
Q1 2025
|
Ironwood Investment Management LLC
Boston, MA |
BUY
|
- |
6+ 0.01% |
$449 - $509
|
108K
$9.62M
|
|
|
May 15, 2025
Q1 2025
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
6+ 0.14% |
$449 - $509
|
4.3K
$383K
|
|
|
May 16, 2025
Q1 2025
|
Ckw Financial Group
|
BUY
|
- |
5+ 2.89% |
$374 - $424
|
178
$15.9K
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
3+ 0.55% |
$225 - $255
|
544
$48.5K
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
BUY
|
- |
2+ 0.39% |
$150 - $170
|
516
$46K
|
|
|
Apr 30, 2025
Q1 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
2+ 0.03% |
$150 - $170
|
6.2K
$552K
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
2+ 0.04% |
$150 - $170
|
5.61K
$500K
|
|
|
May 05, 2025
Q1 2025
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
2+ 0.01% |
$150 - $170
|
26.2K
$2.34M
|
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
BUY
|
- |
2New |
$150 - $170
|
2
$178
|
|
|
Apr 18, 2025
Q1 2025
|
Gsb Wealth Management, LLC
|
BUY
|
- |
1+ 0.03% |
$74.9 - $84.9
|
3.17K
$282K
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
1+ 0.02% |
$74.9 - $84.9
|
5.55K
$495K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1- 0.12% |
$74.9 - $84.9
|
861
$76.7K
|
|
|
Apr 22, 2025
Q1 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-1- 0.01% |
$74.9 - $84.9
|
12.5K
$1.11M
|
|
|
Apr 25, 2025
Q1 2025
|
Meridian Financial, LLC
Holliston, MA |
SELL
|
- |
-1- 0.02% |
$74.9 - $84.9
|
4.62K
$411K
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
SELL
|
- |
-1- -0.0% |
$74.9 - $84.9
|
29K
$2.58M
|
|
|
Apr 28, 2025
Q1 2025
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-1- -0.0% |
$74.9 - $84.9
|
23.2K
$2.06M
|
|
|
Apr 30, 2025
Q1 2025
|
Telos Capital Management, Inc.
|
SELL
|
- |
-1- 0.02% |
$74.9 - $84.9
|
5.35K
$477K
|
|
|
May 02, 2025
Q1 2025
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-1- 0.02% |
$74.9 - $84.9
|
5.62K
$500K
|
|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
SELL
|
- |
-1- 2.27% |
$74.9 - $84.9
|
43
$3.83K
|
|
|
May 13, 2025
Q1 2025
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-1- 0.01% |
$74.9 - $84.9
|
9.7K
$864K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-2- 0.02% |
$150 - $170
|
8.59K
$765K
|
|
|
Apr 08, 2025
Q1 2025
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-3- 0.01% |
$225 - $255
|
22.5K
$2.01M
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-3- 0.02% |
$225 - $255
|
16.7K
$1.48M
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-3- 6.52% |
$225 - $255
|
43
$3.83K
|
|
|
May 15, 2025
Q1 2025
|
Occidental Asset Management, LLC
|
SELL
|
- |
-5- 0.16% |
$374 - $424
|
3.18K
$283K
|
|
|
Apr 10, 2025
Q1 2025
|
Charles Schwab Trust CO
|
SELL
|
- |
-6- 0.14% |
$449 - $509
|
4.29K
$383K
|
|
|
Apr 17, 2025
Q1 2025
|
Edge Financial Advisors LLC
Wheaton, IL |
SELL
|
- |
-6- 0.03% |
$449 - $509
|
22.6K
$2.01M
|
|
|
Apr 21, 2025
Q1 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-6- 0.12% |
$449 - $509
|
5.06K
$450K
|
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-6- 1.16% |
$449 - $509
|
511
$45.5K
|
|
|
May 09, 2025
Q1 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-7- 0.03% |
$524 - $594
|
26.7K
$2.38M
|