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 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-437- 0.98% |
$32.7K - $37.1K
|
44.2K
$3.94M
|
|
May 01, 2025
Q1 2025
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-437- 7.09% |
$32.7K - $37.1K
|
5.72K
$510K
|
|
May 06, 2025
Q1 2025
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-443- 10.38% |
$33.2K - $37.6K
|
3.83K
$341K
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
SELL
|
- |
-445- 2.86% |
$33.3K - $37.8K
|
15.1K
$1.35M
|
|
Apr 08, 2025
Q1 2025
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-450- 7.55% |
$33.7K - $38.2K
|
5.51K
$491K
|
|
Apr 09, 2025
Q1 2025
|
Moller Financial Services
|
SELL
|
- |
-450- 0.71% |
$33.7K - $38.2K
|
62.6K
$5.58M
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-450- 1.26% |
$33.7K - $38.2K
|
35.3K
$3.14M
|
|
Apr 29, 2025
Q1 2025
|
Eukles Asset Management
|
SELL
|
- |
-451- 2.13% |
$33.8K - $38.3K
|
20.7K
$1.85M
|
|
May 12, 2025
Q1 2025
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-455- 0.89% |
$34.1K - $38.6K
|
50.4K
$4.49M
|
|
May 08, 2025
Q1 2025
|
Chesapeake Wealth Management
|
SELL
|
- |
-456- 0.6% |
$34.1K - $38.7K
|
75K
$6.68M
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-463- 8.38% |
$34.7K - $39.3K
|
5.06K
$451K
|
|
Apr 16, 2025
Q1 2025
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-463- 1.26% |
$34.7K - $39.3K
|
36.4K
$3.24M
|
|
Apr 29, 2025
Q1 2025
|
Brickley Wealth Management
|
SELL
|
- |
-466- 0.33% |
$34.9K - $39.6K
|
142K
$12.6M
|
|
May 07, 2025
Q1 2025
|
Motco
|
SELL
|
- |
-468- 1.87% |
$35K - $39.7K
|
24.6K
$2.19M
|
|
May 12, 2025
Q1 2025
|
Esl Trust Services, LLC
|
SELL
|
- |
-470- 4.79% |
$35.2K - $39.9K
|
9.35K
$833K
|
|
May 09, 2025
Q1 2025
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-483- 0.77% |
$36.2K - $41K
|
62.6K
$5.58M
|
|
May 01, 2025
Q1 2025
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-485- 3.15% |
$36.3K - $41.2K
|
14.9K
$1.33M
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-485- 2.78% |
$36.3K - $41.2K
|
17K
$1.51M
|
|
May 07, 2025
Q1 2025
|
Creekside Partners
Petaluma, CA |
SELL
|
- |
-489- 8.06% |
$36.6K - $41.5K
|
5.58K
$497K
|
|
May 14, 2025
Q1 2025
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-489- 0.5% |
$36.6K - $41.5K
|
98.2K
$8.75M
|
|
May 12, 2025
Q1 2025
|
Financial Services Advisory Inc
|
SELL
|
- |
-499- 2.73% |
$37.4K - $42.4K
|
17.8K
$1.58M
|
|
Apr 09, 2025
Q1 2025
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-500- 0.68% |
$37.4K - $42.4K
|
73.4K
$6.54M
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-500- 14.97% |
$37.4K - $42.4K
|
2.84K
$253K
|
|
May 13, 2025
Q1 2025
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-504- 0.51% |
$37.7K - $42.8K
|
97.6K
$8.69M
|
|
May 07, 2025
Q1 2025
|
Carrera Capital Advisors
Troy, MI |
SELL
|
- |
-507- 11.43% |
$37.9K - $43K
|
3.93K
$350K
|
|
May 14, 2025
Q1 2025
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-523- 2.29% |
$39.1K - $44.4K
|
22.3K
$1.98M
|
|
May 15, 2025
Q1 2025
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-523- 0.8% |
$39.1K - $44.4K
|
65.1K
$5.8M
|
|
May 12, 2025
Q1 2025
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-524- 6.56% |
$39.2K - $44.5K
|
7.47K
$665K
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-528- 2.38% |
$39.5K - $44.8K
|
21.7K
$1.93M
|
|
May 12, 2025
Q1 2025
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-535- 2.9% |
$40K - $45.4K
|
17.9K
$1.6M
|
|
Apr 14, 2025
Q1 2025
|
Financial Advisory Corp
Grand Rapids, MI |
SELL
|
- |
-547- 7.78% |
$40.9K - $46.4K
|
6.49K
$578K
|
|
Apr 22, 2025
Q1 2025
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-549- 3.59% |
$41.1K - $46.6K
|
14.8K
$1.32M
|
|
May 09, 2025
Q1 2025
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-555- 1.48% |
$41.5K - $47.1K
|
36.8K
$3.28M
|
|
May 12, 2025
Q1 2025
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
SELL
|
- |
-555- 1.13% |
$41.5K - $47.1K
|
48.6K
$4.33M
|
|
May 14, 2025
Q1 2025
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-556- 6.5% |
$41.6K - $47.2K
|
8K
$712K
|
|
Apr 21, 2025
Q1 2025
|
Essex Savings Bank
|
SELL
|
- |
-561- 5.3% |
$42K - $47.6K
|
10K
$893K
|
|
Apr 30, 2025
Q1 2025
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-569- 89.05% |
$42.6K - $48.3K
|
70
$6.24K
|
|
May 09, 2025
Q1 2025
|
Strategy Asset Managers LLC
|
SELL
|
- |
-571- 3.62% |
$42.7K - $48.5K
|
15.2K
$1.35M
|
|
Apr 29, 2025
Q1 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-578- 3.62% |
$43.3K - $49.1K
|
15.4K
$1.37M
|
|
May 08, 2025
Q1 2025
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-582- 0.73% |
$43.6K - $49.4K
|
78.6K
$7M
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-588- 14.6% |
$44K - $49.9K
|
3.44K
$306K
|
|
Apr 23, 2025
Q1 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-589- 3.65% |
$44.1K - $50K
|
15.6K
$1.39M
|
|
Apr 16, 2025
Q1 2025
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-599- 13.24% |
$44.8K - $50.8K
|
3.93K
$350K
|
|
Apr 25, 2025
Q1 2025
|
Family Capital Trust CO
|
SELL
|
- |
-600- 6.74% |
$44.9K - $50.9K
|
8.31K
$740K
|
|
May 09, 2025
Q1 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-601- 47.62% |
$45K - $51K
|
661
$58.9K
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-606- 6.04% |
$45.4K - $51.4K
|
9.43K
$840K
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-607- 0.8% |
$45.4K - $51.5K
|
75.3K
$6.71M
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-610- 4.57% |
$45.7K - $51.8K
|
12.7K
$1.13M
|
|
Apr 25, 2025
Q1 2025
|
Hills Bank & Trust CO
|
SELL
|
- |
-611- 0.36% |
$45.7K - $51.9K
|
171K
$15.3M
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
SELL
|
- |
-615- 2.18% |
$46K - $52.2K
|
27.6K
$2.45M
|