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 11, 2025
Q1 2025
|
Radnor Capital Management, LLC
|
SELL
|
- |
-910- 6.84% |
$68.1K - $77.2K
|
12.4K
$1.1M
|
|
|
May 07, 2025
Q1 2025
|
Miller Investment Management, LP
West Conshohocken, PA |
SELL
|
- |
-914- 0.11% |
$68.4K - $77.6K
|
830K
$73.9M
|
|
|
May 09, 2025
Q1 2025
|
New Age Alpha Advisors, LLC
Rye, NY |
SELL
|
- |
-919- 10.45% |
$68.8K - $78K
|
7.88K
$702K
|
|
|
May 12, 2025
Q1 2025
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-928- 7.72% |
$69.5K - $78.8K
|
11.1K
$988K
|
|
|
May 15, 2025
Q1 2025
|
Family Management Corp
New York, NY |
SELL
|
- |
-928- 18.72% |
$69.5K - $78.8K
|
4.03K
$359K
|
|
|
May 15, 2025
Q1 2025
|
Strive Asset Management, LLC
Dublin, OH |
SELL
|
- |
-929- 5.41% |
$69.5K - $78.9K
|
16.2K
$1.45M
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-932- 1.44% |
$69.8K - $79.1K
|
63.6K
$5.66M
|
|
|
Apr 16, 2025
Q1 2025
|
Mfa Wealth Services
Thousand Oaks, CA |
SELL
|
- |
-939- 10.81% |
$70.3K - $79.7K
|
7.74K
$690K
|
|
|
Apr 15, 2025
Q1 2025
|
Parsons Capital Management Inc
|
SELL
|
- |
-951- 4.32% |
$71.2K - $80.7K
|
21K
$1.87M
|
|
|
May 12, 2025
Q1 2025
|
Harvest Investment Advisors, LLC
Tallahassee, FL |
SELL
|
- |
-951- 0.71% |
$71.2K - $80.7K
|
133K
$11.8M
|
|
|
May 13, 2025
Q1 2025
|
Measured Risk Portfolios, Inc.
San Diego, CA |
SELL
|
- |
-955- 11.99% |
$71.5K - $81.1K
|
7.01K
$624K
|
|
|
Apr 22, 2025
Q1 2025
|
Savior LLC
|
SELL
|
- |
-965- 7.51% |
$72.2K - $81.9K
|
11.9K
$1.06M
|
|
|
Apr 15, 2025
Q1 2025
|
Total Wealth Planning, LLC
|
SELL
|
- |
-978- 27.73% |
$73.2K - $83K
|
2.55K
$227K
|
|
|
May 13, 2025
Q1 2025
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-998- 3.76% |
$74.7K - $84.7K
|
25.5K
$2.28M
|
|
|
May 29, 2025
Q1 2025
|
Plum Street Advisors, LLC
New Orleans, LA |
SELL
|
- |
-998- 19.15% |
$74.7K - $84.7K
|
4.21K
$375K
|
|
|
May 02, 2025
Q1 2025
|
Mechanics Financial Corp
|
SELL
|
- |
-1K- 0.85% |
$75.1K - $85.1K
|
117K
$10.4M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.01K- 3.24% |
$75.8K - $86K
|
30.3K
$2.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
SELL
|
- |
-1.02K- 1.65% |
$76.1K - $86.3K
|
60.6K
$5.4M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-1.03K- 72.66% |
$76.8K - $87.1K
|
386
$34.4K
|
|
|
Apr 10, 2025
Q1 2025
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-1.03K- 7.75% |
$77.4K - $87.8K
|
12.3K
$1.1M
|
|
|
May 06, 2025
Q1 2025
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-1.07K- 3.92% |
$79.7K - $90.4K
|
26.1K
$2.33M
|
|
|
Apr 08, 2025
Q1 2025
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-1.07K- 12.3% |
$80.1K - $90.8K
|
7.63K
$680K
|
|
|
Apr 14, 2025
Q1 2025
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-1.08K- 51.81% |
$80.5K - $91.3K
|
1K
$89.1K
|
|
|
May 12, 2025
Q1 2025
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-1.08K- 2.07% |
$80.5K - $91.3K
|
51K
$4.54M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.09K- 0.31% |
$81.2K - $92.1K
|
349K
$31.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Twele Capital Management, Inc.
|
SELL
|
- |
-1.1K- 5.17% |
$82K - $93K
|
20.1K
$1.79M
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1.1K- 23.22% |
$82.2K - $93.2K
|
3.63K
$323K
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-1.11K- 7.71% |
$82.8K - $93.9K
|
13.2K
$1.18M
|
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-1.12K- 4.03% |
$83.5K - $94.7K
|
26.5K
$2.36M
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-1.12K- 10.05% |
$83.5K - $94.7K
|
9.99K
$890K
|
|
|
May 13, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-1.12K- 1.54% |
$83.9K - $95.2K
|
71.6K
$6.38M
|
|
|
Apr 17, 2025
Q1 2025
|
Hengehold Capital Management LLC
|
SELL
|
- |
-1.13K- 2.77% |
$84.5K - $95.8K
|
39.7K
$3.53M
|
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-1.14K- 2.22% |
$85.3K - $96.8K
|
50.2K
$4.48M
|
|
|
Apr 15, 2025
Q1 2025
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-1.14K- 7.52% |
$85.3K - $96.8K
|
14K
$1.25M
|
|
|
Apr 29, 2025
Q1 2025
|
Investment Partners, Ltd.
|
SELL
|
- |
-1.14K- 2.33% |
$85.6K - $97K
|
47.8K
$4.26M
|
|
|
May 14, 2025
Q1 2025
|
First Trust Advisors LP
Wheaton, IL |
SELL
|
- |
-1.14K- 28.89% |
$85.6K - $97K
|
2.81K
$251K
|
|
|
Apr 21, 2025
Q1 2025
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-1.15K- 5.64% |
$86.1K - $97.6K
|
19.3K
$1.71M
|
|
|
Apr 30, 2025
Q1 2025
|
Tru Independence LLC
|
SELL
|
- |
-1.15K- 11.32% |
$86.1K - $97.6K
|
9.01K
$803K
|
|
|
Apr 15, 2025
Q1 2025
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-1.15K- 1.53% |
$86.2K - $97.7K
|
74.1K
$6.6M
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-1.15K- 14.54% |
$86.2K - $97.8K
|
6.77K
$603K
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-1.16K- 0.89% |
$86.5K - $98K
|
129K
$11.5M
|
|
|
May 09, 2025
Q1 2025
|
Potentia Wealth
San Jose, CA |
SELL
|
- |
-1.16K- 13.88% |
$86.6K - $98.2K
|
7.18K
$640K
|
|
|
May 13, 2025
Q1 2025
|
Camden Capital, LLC
|
SELL
|
- |
-1.16K- 11.91% |
$86.7K - $98.3K
|
8.57K
$763K
|
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-1.16K- 3.72% |
$86.9K - $98.6K
|
30.1K
$2.68M
|
|
|
May 12, 2025
Q1 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-1.17K- 24.04% |
$87.2K - $98.9K
|
3.68K
$328K
|
|
|
May 12, 2025
Q1 2025
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-1.17K- 8.6% |
$87.4K - $99.2K
|
12.4K
$1.11M
|
|
|
May 14, 2025
Q1 2025
|
F
|
SELL
|
- |
-1.2K- 0.66% |
$89.5K - $102K
|
181K
$16.1M
|
|
|
Apr 25, 2025
Q1 2025
|
West Bancorporation Inc
|
SELL
|
- |
-1.2K- 16.66% |
$90.1K - $102K
|
6.02K
$537K
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-1.21K- 4.9% |
$90.3K - $102K
|
23.4K
$2.09M
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-1.21K- 12.49% |
$90.4K - $103K
|
8.46K
$754K
|