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 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-215- 25.29% |
$16.1K - $18.3K
|
635
$56.6K
|
|
|
Apr 21, 2025
Q1 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-219- 2.75% |
$16.4K - $18.6K
|
7.75K
$690K
|
|
|
Apr 28, 2025
Q1 2025
|
Kanawha Capital Management LLC
|
SELL
|
- |
-219- 2.12% |
$16.4K - $18.6K
|
10.1K
$902K
|
|
|
Apr 21, 2025
Q1 2025
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-224- 2.29% |
$16.8K - $19K
|
9.54K
$850K
|
|
|
Apr 08, 2025
Q1 2025
|
Atlas Brown,Inc.
|
SELL
|
- |
-225- 0.85% |
$16.8K - $19.1K
|
26.1K
$2.33M
|
|
|
May 15, 2025
Q1 2025
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-225- 1.17% |
$16.8K - $19.1K
|
19K
$1.69M
|
|
|
Apr 30, 2025
Q1 2025
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-236- 2.36% |
$17.7K - $20K
|
9.78K
$871K
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
SELL
|
- |
-237- 3.58% |
$17.7K - $20.1K
|
6.38K
$568K
|
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
SELL
|
- |
-240- 0.75% |
$18K - $20.4K
|
32K
$2.85M
|
|
|
May 08, 2025
Q1 2025
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-240- 6.38% |
$18K - $20.4K
|
3.52K
$314K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-240- 27.71% |
$18K - $20.4K
|
626
$55.8K
|
|
|
Apr 21, 2025
Q1 2025
|
Hfg Advisors, Inc.
|
SELL
|
- |
-243- 0.99% |
$18.2K - $20.6K
|
24.4K
$2.18M
|
|
|
May 02, 2025
Q1 2025
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-243- 4.24% |
$18.2K - $20.6K
|
5.49K
$489K
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-244- 2.37% |
$18.3K - $20.7K
|
10.1K
$896K
|
|
|
May 09, 2025
Q1 2025
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-244- 0.72% |
$18.3K - $20.7K
|
33.5K
$2.99M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-247- 0.82% |
$18.5K - $21K
|
29.8K
$2.65M
|
|
|
Apr 11, 2025
Q1 2025
|
Gemmer Asset Management LLC
|
SELL
|
- |
-248- 0.5% |
$18.6K - $21.1K
|
49.5K
$4.41M
|
|
|
Apr 30, 2025
Q1 2025
|
Fonville Wealth Management LLC
Richmond, VA |
SELL
|
- |
-249- 8.83% |
$18.6K - $21.1K
|
2.57K
$229K
|
|
|
May 15, 2025
Q1 2025
|
Investmark Advisory Group LLC
|
SELL
|
- |
-250- 4.09% |
$18.7K - $21.2K
|
5.86K
$522K
|
|
|
Apr 21, 2025
Q1 2025
|
Evanson Asset Management, LLC
|
SELL
|
- |
-254- 0.72% |
$19K - $21.6K
|
35K
$3.12M
|
|
|
Apr 28, 2025
Q1 2025
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-255- 6.16% |
$19.1K - $21.6K
|
3.89K
$346K
|
|
|
May 12, 2025
Q1 2025
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-255- 2.92% |
$19.1K - $21.6K
|
8.49K
$756K
|
|
|
Apr 17, 2025
Q1 2025
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-258- 4.76% |
$19.3K - $21.9K
|
5.17K
$460K
|
|
|
May 09, 2025
Q1 2025
|
Prairie View Partners, LLC
|
SELL
|
- |
-260- 13.78% |
$19.5K - $22.1K
|
1.63K
$145K
|
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-269- 2.4% |
$20.1K - $22.8K
|
11K
$975K
|
|
|
Apr 11, 2025
Q1 2025
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-270- 9.17% |
$20.2K - $22.9K
|
2.68K
$238K
|
|
|
Apr 17, 2025
Q1 2025
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-275- 7.13% |
$20.6K - $23.3K
|
3.58K
$319K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-275- 3.77% |
$20.6K - $23.3K
|
7.01K
$625K
|
|
|
May 06, 2025
Q1 2025
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-275- 3.51% |
$20.6K - $23.3K
|
7.55K
$673K
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
SELL
|
- |
-276- 2.1% |
$20.7K - $23.4K
|
12.9K
$1.15M
|
|
|
Apr 25, 2025
Q1 2025
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-276- 3.3% |
$20.7K - $23.4K
|
8.09K
$721K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-277- 9.75% |
$20.7K - $23.5K
|
2.57K
$228K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-277- 0.91% |
$20.7K - $23.5K
|
30K
$2.68M
|
|
|
May 13, 2025
Q1 2025
|
Global View Capital Management LLC
Waukesha, WI |
SELL
|
- |
-280- 8.26% |
$21K - $23.8K
|
3.11K
$277K
|
|
|
Apr 29, 2025
Q1 2025
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-283- 4.07% |
$21.2K - $24K
|
6.68K
$595K
|
|
|
Apr 28, 2025
Q1 2025
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-285- 3.4% |
$21.3K - $24.2K
|
8.1K
$722K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-287- 9.18% |
$21.5K - $24.4K
|
2.84K
$253K
|
|
|
May 14, 2025
Q1 2025
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-289- 2.3% |
$21.6K - $24.5K
|
12.3K
$1.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-292- 2.51% |
$21.9K - $24.8K
|
11.3K
$1.01M
|
|
|
May 01, 2025
Q1 2025
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-292- 0.7% |
$21.9K - $24.8K
|
41.5K
$3.69M
|
|
|
Apr 28, 2025
Q1 2025
|
Caerus Investment Advisors, LLC
|
SELL
|
- |
-294- 0.38% |
$22K - $25K
|
76.2K
$6.79M
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-302- 5.81% |
$22.6K - $25.6K
|
4.9K
$436K
|
|
|
Apr 16, 2025
Q1 2025
|
Private Wealth Group, LLC
|
SELL
|
- |
-307- 2.9% |
$23K - $26.1K
|
10.3K
$914K
|
|
|
Apr 18, 2025
Q1 2025
|
Clayton Financial Group LLC
St. Louis, MO |
SELL
|
- |
-307- 3.01% |
$23K - $26.1K
|
9.89K
$881K
|
|
|
May 13, 2025
Q1 2025
|
Camden National Bank
Camden, ME |
SELL
|
- |
-307- 2.96% |
$23K - $26.1K
|
10.1K
$895K
|
|
|
May 06, 2025
Q1 2025
|
Next Capital Management LLC
|
SELL
|
- |
-309- 3.3% |
$23.1K - $26.2K
|
9.06K
$807K
|
|
|
May 09, 2025
Q1 2025
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-309- 5.77% |
$23.1K - $26.2K
|
5.05K
$450K
|
|
|
May 14, 2025
Q1 2025
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-310- 4.92% |
$23.2K - $26.3K
|
5.99K
$534K
|
|
|
May 14, 2025
Q1 2025
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-313- 0.47% |
$23.4K - $26.6K
|
65.7K
$5.85M
|
|
|
May 08, 2025
Q1 2025
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-317- 9.46% |
$23.7K - $26.9K
|
3.03K
$270K
|