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 22, 2025
Q1 2025
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-318- 6.5% |
$23.8K - $27K
|
4.58K
$408K
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-319- 0.79% |
$23.9K - $27.1K
|
40.3K
$3.59M
|
|
Apr 22, 2025
Q1 2025
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-321- 2.3% |
$24K - $27.2K
|
13.7K
$1.22M
|
|
Apr 21, 2025
Q1 2025
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-327- 2.04% |
$24.5K - $27.8K
|
15.7K
$1.4M
|
|
May 14, 2025
Q1 2025
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-329- 1.31% |
$24.6K - $27.9K
|
24.8K
$2.21M
|
|
May 15, 2025
Q1 2025
|
Busey Wealth Management
|
SELL
|
- |
-329- 1.21% |
$24.6K - $27.9K
|
26.9K
$2.39M
|
|
May 14, 2025
Q1 2025
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-331- 2.41% |
$24.8K - $28.1K
|
13.4K
$1.19M
|
|
Apr 07, 2025
Q1 2025
|
Goal Vest Advisory LLC
|
SELL
|
- |
-334- 63.98% |
$25K - $28.4K
|
188
$16.7K
|
|
Apr 09, 2025
Q1 2025
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-335- 0.92% |
$25.1K - $28.4K
|
36.1K
$3.22M
|
|
May 01, 2025
Q1 2025
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-335- 1.31% |
$25.1K - $28.4K
|
25.2K
$2.24M
|
|
Apr 24, 2025
Q1 2025
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-341- 0.63% |
$25.5K - $28.9K
|
53.4K
$4.76M
|
|
May 01, 2025
Q1 2025
|
Grant
|
SELL
|
- |
-342- 11.92% |
$25.6K - $29K
|
2.53K
$225K
|
|
May 15, 2025
Q1 2025
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-342- 1.18% |
$25.6K - $29K
|
28.6K
$2.55M
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-344- 0.29% |
$25.7K - $29.2K
|
116K
$10.4M
|
|
Apr 22, 2025
Q1 2025
|
Axos Invest Inc.
Las Vegas, NV |
SELL
|
- |
-345- 7.06% |
$25.8K - $29.3K
|
4.55K
$405K
|
|
May 02, 2025
Q1 2025
|
Future You Wealth LLC
New York, NY |
SELL
|
- |
-345- 3.27% |
$25.8K - $29.3K
|
10.2K
$909K
|
|
Apr 22, 2025
Q1 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-348- 5.99% |
$26K - $29.5K
|
5.46K
$487K
|
|
May 05, 2025
Q1 2025
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-350- 0.33% |
$26.2K - $29.7K
|
107K
$9.56M
|
|
May 07, 2025
Q1 2025
|
Ridgewood Investments LLC
|
SELL
|
- |
-350- 30.46% |
$26.2K - $29.7K
|
799
$71.2K
|
|
May 14, 2025
Q1 2025
|
Axiom Financial Strategies, LLC
New Albany, IN |
SELL
|
- |
-357- 1.44% |
$26.7K - $30.3K
|
24.4K
$2.18M
|
|
Apr 24, 2025
Q1 2025
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-360- 0.67% |
$26.9K - $30.6K
|
53.2K
$4.74M
|
|
May 06, 2025
Q1 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-363- 4.7% |
$27.2K - $30.8K
|
7.36K
$655K
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-364- 7.84% |
$27.2K - $30.9K
|
4.28K
$381K
|
|
Apr 07, 2025
Q1 2025
|
Stairway Partners, LLC
|
SELL
|
- |
-370- 0.12% |
$27.7K - $31.4K
|
314K
$28M
|
|
May 14, 2025
Q1 2025
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-370- 12.76% |
$27.7K - $31.4K
|
2.53K
$225K
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-371- 4.69% |
$27.8K - $31.5K
|
7.55K
$672K
|
|
Apr 11, 2025
Q1 2025
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
SELL
|
- |
-374- 1.05% |
$28K - $31.7K
|
35.4K
$3.15M
|
|
May 14, 2025
Q1 2025
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-375- 5.31% |
$28.1K - $31.8K
|
6.68K
$595K
|
|
May 13, 2025
Q1 2025
|
Evensky & Katz LLC
|
SELL
|
- |
-377- 13.34% |
$28.2K - $32K
|
2.45K
$218K
|
|
May 02, 2025
Q1 2025
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-379- 0.2% |
$28.4K - $32.2K
|
186K
$16.5M
|
|
Apr 22, 2025
Q1 2025
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-380- 0.72% |
$28.4K - $32.3K
|
52.7K
$4.7M
|
|
May 15, 2025
Q1 2025
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-381- 1.29% |
$28.5K - $32.3K
|
29.1K
$2.59M
|
|
Apr 30, 2025
Q1 2025
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-382- 0.54% |
$28.6K - $32.4K
|
69.9K
$6.23M
|
|
Apr 10, 2025
Q1 2025
|
Veracity Capital LLC
|
SELL
|
- |
-388- 1.89% |
$29K - $32.9K
|
20.1K
$1.79M
|
|
May 09, 2025
Q1 2025
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-388- 26.63% |
$29K - $32.9K
|
1.07K
$95.2K
|
|
Apr 15, 2025
Q1 2025
|
In Track Investment Management Inc
|
SELL
|
- |
-394- 2.14% |
$29.5K - $33.4K
|
18K
$1.61M
|
|
Apr 29, 2025
Q1 2025
|
Fairway Wealth LLC
Independence, OH |
SELL
|
- |
-394- 1.5% |
$29.5K - $33.4K
|
25.9K
$2.31M
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-396- 1.95% |
$29.6K - $33.6K
|
19.9K
$1.78M
|
|
Apr 25, 2025
Q1 2025
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-397- 10.88% |
$29.7K - $33.7K
|
3.25K
$290K
|
|
Apr 09, 2025
Q1 2025
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-398- 4.61% |
$29.8K - $33.8K
|
8.24K
$734K
|
|
Apr 22, 2025
Q1 2025
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-403- 3.25% |
$30.2K - $34.2K
|
12K
$1.07M
|
|
Apr 15, 2025
Q1 2025
|
Curated Wealth Partners LLC
|
SELL
|
- |
-405- 2.04% |
$30.3K - $34.4K
|
19.4K
$1.73M
|
|
Apr 14, 2025
Q1 2025
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-407- 6.38% |
$30.5K - $34.6K
|
5.97K
$532K
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-410- 1.04% |
$30.7K - $34.8K
|
38.9K
$3.47M
|
|
May 06, 2025
Q1 2025
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-411- 6.41% |
$30.8K - $34.9K
|
6K
$534K
|
|
May 09, 2025
Q1 2025
|
Rps Advisory Solutions LLC
Louisville, KY |
SELL
|
- |
-420- 5.5% |
$31.4K - $35.7K
|
7.21K
$642K
|
|
May 02, 2025
Q1 2025
|
Firestone Capital Management
|
SELL
|
- |
-421- 2.64% |
$31.5K - $35.7K
|
15.5K
$1.38M
|
|
May 15, 2025
Q1 2025
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-424- 2.58% |
$31.7K - $36K
|
16K
$1.43M
|
|
May 15, 2025
Q1 2025
|
First Financial Bankshares Inc
Abilene, TX |
SELL
|
- |
-429- 0.57% |
$32.1K - $36.4K
|
74.9K
$6.68M
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-430- 5.41% |
$32.2K - $36.5K
|
7.52K
$670K
|