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 14, 2025
Q1 2025
|
Granby Capital Management, LLC
|
BUY
|
- |
107KNew |
$8.01M - $9.08M
|
107K
$9.53M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
107K+ 496.93% |
$7.99M - $9.07M
|
128K
$11.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
105KNew |
$7.86M - $8.92M
|
105K
$9.36M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
102K+ 175.35% |
$7.64M - $8.66M
|
160K
$14.3M
|
|
|
May 13, 2025
Q1 2025
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
96.3K+ 3.53% |
$7.21M - $8.18M
|
2.83M
$252M
|
|
|
May 15, 2025
Q1 2025
|
Hancock Whitney Corp
|
BUY
|
- |
95.5K+ 15.27% |
$7.15M - $8.11M
|
721K
$64.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
91.7K+ 2754.63% |
$6.86M - $7.78M
|
95K
$8.46M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
88.5K+ 4.38% |
$6.62M - $7.51M
|
2.11M
$188M
|
|
|
May 05, 2025
Q1 2025
|
O Donnell Financial Services, LLC
|
BUY
|
- |
88.2KNew |
$6.6M - $7.49M
|
88.2K
$7.85M
|
|
|
May 15, 2025
Q1 2025
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
BUY
|
- |
86.2KNew |
$6.45M - $7.32M
|
86.2K
$7.68M
|
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
79K+ 29.41% |
$5.91M - $6.71M
|
348K
$31M
|
|
|
May 13, 2025
Q1 2025
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
76.6K+ 43.02% |
$5.73M - $6.5M
|
255K
$22.7M
|
|
|
May 15, 2025
Q1 2025
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
74.6KNew |
$5.58M - $6.33M
|
74.6K
$6.64M
|
|
|
Apr 23, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
73.1K+ 2358.31% |
$5.47M - $6.2M
|
76.2K
$6.79M
|
|
|
May 14, 2025
Q1 2025
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
BUY
|
- |
69.8KNew |
$5.23M - $5.93M
|
69.8K
$6.22M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
69.7K+ 79.39% |
$5.22M - $5.92M
|
158K
$14M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
69.7K+ 53.06% |
$5.22M - $5.92M
|
201K
$17.9M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
69.4K+ 257.89% |
$5.2M - $5.89M
|
96.3K
$8.58M
|
|
|
Apr 22, 2025
Q1 2025
|
Wood Trust Financial Corp
|
BUY
|
- |
65.9K+ 7.38% |
$4.93M - $5.59M
|
958K
$85.3M
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
65.7K+ 150.19% |
$4.91M - $5.57M
|
109K
$9.74M
|
|
|
May 12, 2025
Q1 2025
|
Select Asset Management & Trust
Mechanicsburg, PA |
BUY
|
- |
62.4K+ 59.55% |
$4.67M - $5.3M
|
167K
$14.9M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
62.3K+ 11.08% |
$4.67M - $5.29M
|
625K
$55.7M
|
|
|
May 12, 2025
Q1 2025
|
Nuveen, LLC
Charlotte, NC |
BUY
|
- |
60.9KNew |
$4.56M - $5.17M
|
60.9K
$5.43M
|
|
|
Jun 02, 2025
Q1 2025
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
55.7K+ 99.43% |
$4.17M - $4.73M
|
112K
$9.96M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
53.7K+ 5.7% |
$4.02M - $4.56M
|
996K
$88.7M
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
52.6K+ 8.96% |
$3.94M - $4.46M
|
639K
$57M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
52.1KNew |
$3.9M - $4.43M
|
52.1K
$4.65M
|
|
|
May 02, 2025
Q1 2025
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
51.1K+ 92.61% |
$3.83M - $4.34M
|
106K
$9.47M
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
50.7K+ 10.1% |
$3.8M - $4.31M
|
553K
$49.3M
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
49K+ 51.77% |
$3.67M - $4.16M
|
144K
$12.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
48.7KNew |
$3.64M - $4.13M
|
48.7K
$4.34M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
48.3K+ 259.67% |
$3.62M - $4.1M
|
67K
$5.96M
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
46.9K+ 2.04% |
$3.51M - $3.98M
|
2.34M
$209M
|
|
|
May 14, 2025
Q1 2025
|
Credit Agricole S A
|
BUY
|
- |
45.4K+ 45.32% |
$3.4M - $3.86M
|
146K
$13M
|
|
|
May 14, 2025
Q1 2025
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
45K+ 892.63% |
$3.36M - $3.82M
|
50K
$4.45M
|
|
|
May 12, 2025
Q1 2025
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
44KNew |
$3.3M - $3.74M
|
44K
$3.92M
|
|
|
Apr 14, 2025
Q1 2025
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
42.9K+ 2586.01% |
$3.21M - $3.64M
|
44.5K
$3.97M
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
41.5K+ 6.92% |
$3.11M - $3.53M
|
642K
$57.2M
|
|
|
May 02, 2025
Q1 2025
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
41.1K+ 13.22% |
$3.08M - $3.49M
|
352K
$31.3M
|
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
40.4K+ 5.95% |
$3.02M - $3.43M
|
719K
$64M
|
|
|
May 12, 2025
Q1 2025
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
40.3K+ 9.41% |
$3.02M - $3.42M
|
468K
$41.7M
|
|
|
May 15, 2025
Q1 2025
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
39.8KNew |
$2.98M - $3.38M
|
39.8K
$3.55M
|
|
|
May 14, 2025
Q1 2025
|
Warwick Investment Management, Inc.
|
BUY
|
- |
39.6KNew |
$2.96M - $3.36M
|
39.6K
$3.52M
|
|
|
Apr 30, 2025
Q1 2025
|
Sharkey, Howes & Javer
|
BUY
|
- |
38.4KNew |
$2.88M - $3.26M
|
38.4K
$3.42M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
37.6K+ 136.93% |
$2.82M - $3.2M
|
65.1K
$5.8M
|
|
|
May 12, 2025
Q1 2025
|
Capital Wealth Planning, LLC
|
BUY
|
- |
37.6KNew |
$2.81M - $3.19M
|
37.6K
$3.35M
|
|
|
May 09, 2025
Q1 2025
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
35.3K+ 3125.75% |
$2.64M - $3M
|
36.5K
$3.25M
|
|
|
Apr 25, 2025
Q1 2025
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
34.2KNew |
$2.56M - $2.9M
|
34.2K
$3.04M
|
|
|
May 13, 2025
Q1 2025
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
33.8K+ 450.5% |
$2.53M - $2.87M
|
41.4K
$3.68M
|
|
|
May 14, 2025
Q1 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
33.5K+ 483.57% |
$2.51M - $2.85M
|
40.5K
$3.6M
|