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 29, 2025
Q1 2025
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-128- 2.98% |
$9.58K - $10.9K
|
4.17K
$371K
|
|
|
Apr 14, 2025
Q1 2025
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-130- 1.07% |
$9.73K - $11K
|
12K
$1.07M
|
|
|
Apr 28, 2025
Q1 2025
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-130- 1.38% |
$9.73K - $11K
|
9.27K
$826K
|
|
|
May 01, 2025
Q1 2025
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-132- 0.33% |
$9.88K - $11.2K
|
40.2K
$3.59M
|
|
|
May 15, 2025
Q1 2025
|
Trace Wealth Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-135- 2.81% |
$10.1K - $11.5K
|
4.67K
$416K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-138- 12.01% |
$10.3K - $11.7K
|
1.01K
$90.1K
|
|
|
Apr 30, 2025
Q1 2025
|
Partners In Financial Planning
Salem, VA |
SELL
|
- |
-140- 1.25% |
$10.5K - $11.9K
|
11K
$982K
|
|
|
May 12, 2025
Q1 2025
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-140- 2.32% |
$10.5K - $11.9K
|
5.89K
$525K
|
|
|
May 07, 2025
Q1 2025
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-141- 3.11% |
$10.6K - $12K
|
4.39K
$391K
|
|
|
May 09, 2025
Q1 2025
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-141- 31.97% |
$10.6K - $12K
|
300
$26.7K
|
|
|
Apr 15, 2025
Q1 2025
|
Neumann Capital Management, LLC
|
SELL
|
- |
-142- 0.41% |
$10.6K - $12.1K
|
34.8K
$3.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-145- 1.09% |
$10.9K - $12.3K
|
13.1K
$1.17M
|
|
|
Apr 24, 2025
Q1 2025
|
Reston Wealth Management LLC
|
SELL
|
- |
-145- 1.74% |
$10.9K - $12.3K
|
8.19K
$729K
|
|
|
Apr 15, 2025
Q1 2025
|
First United Bank & Trust
|
SELL
|
- |
-150- 22.06% |
$11.2K - $12.7K
|
530
$47.2K
|
|
|
Apr 22, 2025
Q1 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-150- 1.03% |
$11.2K - $12.7K
|
14.4K
$1.28M
|
|
|
May 05, 2025
Q1 2025
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-150- 2.59% |
$11.2K - $12.7K
|
5.64K
$502K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-150- 0.18% |
$11.2K - $12.7K
|
82.9K
$7.39M
|
|
|
May 12, 2025
Q1 2025
|
Long Road Investment Counsel, LLC
|
SELL
|
- |
-150- 1.0% |
$11.2K - $12.7K
|
14.8K
$1.32M
|
|
|
May 08, 2025
Q1 2025
|
Gs Investments, Inc.
|
SELL
|
- |
-154- 0.58% |
$11.5K - $13.1K
|
26.4K
$2.35M
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
SELL
|
- |
-160- 90.4% |
$12K - $13.6K
|
17
$1.51K
|
|
|
May 13, 2025
Q1 2025
|
Avant Financial Advisors LLC
Austin, TX |
SELL
|
- |
-160- 4.85% |
$12K - $13.6K
|
3.14K
$280K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-162- 2.87% |
$12.1K - $13.8K
|
5.48K
$488K
|
|
|
Apr 29, 2025
Q1 2025
|
Redw Wealth LLC
|
SELL
|
- |
-162- 4.04% |
$12.1K - $13.8K
|
3.85K
$343K
|
|
|
Apr 29, 2025
Q1 2025
|
Element Wealth, LLC
|
SELL
|
- |
-163- 5.79% |
$12.2K - $13.8K
|
2.65K
$236K
|
|
|
May 07, 2025
Q1 2025
|
One8zero8, LLC
Greensboro, NC |
SELL
|
- |
-163- 4.22% |
$12.2K - $13.8K
|
3.7K
$330K
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-163- 0.89% |
$12.2K - $13.8K
|
18.1K
$1.61M
|
|
|
May 14, 2025
Q1 2025
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-164- 3.95% |
$12.3K - $13.9K
|
3.99K
$355K
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-165- 1.57% |
$12.4K - $14K
|
10.4K
$924K
|
|
|
May 02, 2025
Q1 2025
|
Frederick Financial Consultants, LLC
Frederick, MD |
SELL
|
- |
-171- 1.63% |
$12.8K - $14.5K
|
10.3K
$920K
|
|
|
May 12, 2025
Q1 2025
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-176- 1.15% |
$13.2K - $14.9K
|
15.1K
$1.35M
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-177- 2.56% |
$13.2K - $15K
|
6.73K
$600K
|
|
|
May 13, 2025
Q1 2025
|
Trans Canada Capital Inc.
Montreal, A8 |
SELL
|
- |
-182- 6.07% |
$13.6K - $15.4K
|
2.82K
$251K
|
|
|
Apr 15, 2025
Q1 2025
|
Farrell Financial LLC
Orchard Park, NY |
SELL
|
- |
-183- 3.11% |
$13.7K - $15.5K
|
5.71K
$508K
|
|
|
Apr 15, 2025
Q1 2025
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-185- 0.98% |
$13.8K - $15.7K
|
18.7K
$1.66M
|
|
|
Apr 30, 2025
Q1 2025
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
SELL
|
- |
-185- 3.81% |
$13.8K - $15.7K
|
4.67K
$416K
|
|
|
Apr 11, 2025
Q1 2025
|
City State Bank
Norwalk, IA |
SELL
|
- |
-190- 9.95% |
$14.2K - $16.1K
|
1.72K
$153K
|
|
|
May 02, 2025
Q1 2025
|
Shayne & Co., LLC
|
SELL
|
- |
-190- 1.85% |
$14.2K - $16.1K
|
10.1K
$896K
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-190- 1.67% |
$14.2K - $16.1K
|
11.2K
$995K
|
|
|
May 09, 2025
Q1 2025
|
Hemington Wealth Management
|
SELL
|
- |
-193- 1.2% |
$14.4K - $16.4K
|
15.9K
$1.41M
|
|
|
May 05, 2025
Q1 2025
|
Garner Asset Management Corp
|
SELL
|
- |
-195- 3.93% |
$14.6K - $16.6K
|
4.76K
$424K
|
|
|
Apr 10, 2025
Q1 2025
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-197- 0.19% |
$14.7K - $16.7K
|
104K
$9.27M
|
|
|
May 05, 2025
Q1 2025
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-197- 0.48% |
$14.7K - $16.7K
|
40.9K
$3.65M
|
|
|
Apr 23, 2025
Q1 2025
|
Pacific Financial Group Inc
|
SELL
|
- |
-198- 3.89% |
$14.8K - $16.8K
|
4.9K
$436K
|
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-198- 0.45% |
$14.8K - $16.8K
|
44.2K
$3.94M
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
SELL
|
- |
-198- 32.62% |
$14.8K - $16.8K
|
409
$36.4K
|
|
|
Apr 17, 2025
Q1 2025
|
Berkshire Bank
|
SELL
|
- |
-200- 2.02% |
$15K - $17K
|
9.71K
$865K
|
|
|
May 07, 2025
Q1 2025
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-203- 4.58% |
$15.2K - $17.2K
|
4.23K
$376K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-204- 1.34% |
$15.3K - $17.3K
|
15K
$1.34M
|
|
|
Apr 28, 2025
Q1 2025
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
SELL
|
- |
-206- 5.45% |
$15.4K - $17.5K
|
3.58K
$319K
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-209- 2.42% |
$15.6K - $17.7K
|
8.41K
$749K
|