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
|
Pennington Partners & Co., LLC
Bethesda, MD |
SELL
|
- |
-45- 0.41% |
$3.37K - $3.82K
|
11K
$978K
|
|
|
May 02, 2025
Q1 2025
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-50- 0.62% |
$3.74K - $4.24K
|
8.03K
$715K
|
|
|
May 05, 2025
Q1 2025
|
Genesis Wealth Advisors, LLC
Braintree, MA |
SELL
|
- |
-50- 0.29% |
$3.74K - $4.24K
|
17.5K
$1.56M
|
|
|
May 13, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
SELL
|
- |
-51- 1.27% |
$3.82K - $4.33K
|
3.97K
$353K
|
|
|
Apr 22, 2025
Q1 2025
|
Monte Financial Group, LLC
|
SELL
|
- |
-52- 0.83% |
$3.89K - $4.41K
|
6.19K
$551K
|
|
|
Apr 29, 2025
Q1 2025
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-52- 4.84% |
$3.89K - $4.41K
|
1.02K
$91.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-53- 1.19% |
$3.97K - $4.5K
|
4.39K
$391K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-53- 1.32% |
$3.97K - $4.5K
|
3.95K
$352K
|
|
|
Apr 23, 2025
Q1 2025
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-54- 0.06% |
$4.04K - $4.58K
|
95.9K
$8.54M
|
|
|
Apr 09, 2025
Q1 2025
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-55- 0.38% |
$4.12K - $4.67K
|
14.2K
$1.27M
|
|
|
Apr 22, 2025
Q1 2025
|
Sage Financial Group Inc
|
SELL
|
- |
-55- 1.03% |
$4.12K - $4.67K
|
5.29K
$471K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-59- 3.02% |
$4.42K - $5.01K
|
1.89K
$169K
|
|
|
Apr 10, 2025
Q1 2025
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-60- 1.98% |
$4.49K - $5.09K
|
2.97K
$265K
|
|
|
Apr 17, 2025
Q1 2025
|
Montecito Bank & Trust
|
SELL
|
- |
-60- 0.22% |
$4.49K - $5.09K
|
26.7K
$2.38M
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-60- 7.25% |
$4.49K - $5.09K
|
768
$68.4K
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-63- 0.42% |
$4.72K - $5.35K
|
14.8K
$1.32M
|
|
|
May 05, 2025
Q1 2025
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-63- 6.64% |
$4.72K - $5.35K
|
886
$78.9K
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-66- 2.12% |
$4.94K - $5.6K
|
3.04K
$271K
|
|
|
May 15, 2025
Q1 2025
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-66- 0.19% |
$4.94K - $5.6K
|
34.6K
$3.09M
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-69- 0.98% |
$5.16K - $5.86K
|
6.98K
$622K
|
|
|
May 07, 2025
Q1 2025
|
Bearing Point Capital, LLC
Bloomington, MN |
SELL
|
- |
-70- 1.91% |
$5.24K - $5.94K
|
3.6K
$321K
|
|
|
May 05, 2025
Q1 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-71- 0.2% |
$5.31K - $6.03K
|
35.5K
$3.16M
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-77- 0.67% |
$5.76K - $6.54K
|
11.4K
$1.02M
|
|
|
May 09, 2025
Q1 2025
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-78- 0.63% |
$5.84K - $6.62K
|
12.3K
$1.1M
|
|
|
May 12, 2025
Q1 2025
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-79- 0.57% |
$5.91K - $6.71K
|
13.7K
$1.22M
|
|
|
Apr 29, 2025
Q1 2025
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-80- 0.15% |
$5.99K - $6.79K
|
53K
$4.72M
|
|
|
May 21, 2025
Q1 2025
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-80- 0.44% |
$5.99K - $6.79K
|
18.2K
$1.62M
|
|
|
Apr 22, 2025
Q1 2025
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-85- 0.45% |
$6.36K - $7.22K
|
18.7K
$1.67M
|
|
|
Apr 24, 2025
Q1 2025
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-85- 0.26% |
$6.36K - $7.22K
|
33.1K
$2.95M
|
|
|
May 07, 2025
Q1 2025
|
Security Financial Services, Inc.
|
SELL
|
- |
-86- 1.01% |
$6.44K - $7.3K
|
8.45K
$752K
|
|
|
Apr 11, 2025
Q1 2025
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-90- 1.94% |
$6.74K - $7.64K
|
4.56K
$406K
|
|
|
May 13, 2025
Q1 2025
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-92- 1.43% |
$6.89K - $7.81K
|
6.34K
$565K
|
|
|
May 14, 2025
Q1 2025
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-94- 0.22% |
$7.04K - $7.98K
|
43.3K
$3.86M
|
|
|
May 07, 2025
Q1 2025
|
Waddell & Associates, LLC
|
SELL
|
- |
-97- 0.22% |
$7.26K - $8.23K
|
44.8K
$3.99M
|
|
|
Apr 16, 2025
Q1 2025
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-100- 1.37% |
$7.48K - $8.49K
|
7.19K
$640K
|
|
|
Apr 17, 2025
Q1 2025
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-100- 0.64% |
$7.48K - $8.49K
|
15.5K
$1.38M
|
|
|
May 13, 2025
Q1 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
SELL
|
- |
-100- 1.01% |
$7.48K - $8.49K
|
9.81K
$874K
|
|
|
May 14, 2025
Q1 2025
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-100- 0.6% |
$7.48K - $8.49K
|
16.5K
$1.47M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-101- 1.66% |
$7.56K - $8.57K
|
5.98K
$533K
|
|
|
Apr 08, 2025
Q1 2025
|
Marion Wealth Management
|
SELL
|
- |
-102- 1.7% |
$7.63K - $8.66K
|
5.91K
$527K
|
|
|
Apr 11, 2025
Q1 2025
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-103- 1.01% |
$7.71K - $8.74K
|
10.1K
$896K
|
|
|
Apr 17, 2025
Q1 2025
|
Newport Capital Group, LLC
|
SELL
|
- |
-103- 0.43% |
$7.71K - $8.74K
|
24K
$2.14M
|
|
|
Apr 16, 2025
Q1 2025
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-108- 1.91% |
$8.08K - $9.17K
|
5.56K
$495K
|
|
|
Apr 28, 2025
Q1 2025
|
Clune & Associates, Ltd.
Chicago, IL |
SELL
|
- |
-110- 0.74% |
$8.23K - $9.34K
|
14.8K
$1.32M
|
|
|
Apr 30, 2025
Q1 2025
|
Gfg Capital, LLC
|
SELL
|
- |
-112- 3.15% |
$8.38K - $9.51K
|
3.45K
$307K
|
|
|
Apr 29, 2025
Q1 2025
|
Discipline Wealth Solutions, LLC
Greenville, SC |
SELL
|
- |
-120- 3.22% |
$8.98K - $10.2K
|
3.61K
$322K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-123- 14.8% |
$9.21K - $10.4K
|
708
$63.1K
|
|
|
May 12, 2025
Q1 2025
|
Asset Planning Corporation
|
SELL
|
- |
-125- 0.37% |
$9.36K - $10.6K
|
33.5K
$2.98M
|
|
|
May 07, 2025
Q1 2025
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-126- 4.19% |
$9.43K - $10.7K
|
2.88K
$257K
|
|
|
Apr 21, 2025
Q1 2025
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-128- 1.39% |
$9.58K - $10.9K
|
9.09K
$810K
|