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 08, 2025
Q1 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-1.78K- 22.97% |
$133K - $151K
|
5.96K
$531K
|
|
|
Apr 17, 2025
Q1 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.81K- 3.06% |
$136K - $154K
|
57.5K
$5.12M
|
|
|
May 09, 2025
Q1 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-1.82K- 13.95% |
$136K - $154K
|
11.2K
$998K
|
|
|
Apr 14, 2025
Q1 2025
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-1.82K- 10.48% |
$137K - $155K
|
15.6K
$1.39M
|
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.84K- 25.53% |
$137K - $156K
|
5.36K
$477K
|
|
|
May 13, 2025
Q1 2025
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-1.84K- 25.1% |
$138K - $156K
|
5.49K
$489K
|
|
|
Apr 29, 2025
Q1 2025
|
Forte Asset Management LLC
|
SELL
|
- |
-1.85K- 11.47% |
$138K - $157K
|
14.3K
$1.27M
|
|
|
May 02, 2025
Q1 2025
|
Archvest Wealth Advisors, Inc.
|
SELL
|
- |
-1.85K- 13.06% |
$139K - $157K
|
12.3K
$1.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-1.86K- 2.66% |
$139K - $158K
|
68K
$6.06M
|
|
|
May 02, 2025
Q1 2025
|
Montis Financial, LLC
|
SELL
|
- |
-1.86K- 5.87% |
$139K - $158K
|
29.8K
$2.65M
|
|
|
May 15, 2025
Q1 2025
|
Hillman Capital Management, Inc.
Bethesda, MD |
SELL
|
- |
-1.9K- 7.22% |
$142K - $161K
|
24.4K
$2.17M
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-1.9K- 1.02% |
$143K - $162K
|
185K
$16.5M
|
|
|
May 14, 2025
Q1 2025
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-1.91K- 2.63% |
$143K - $162K
|
70.5K
$6.28M
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-1.92K- 2.29% |
$144K - $163K
|
82.2K
$7.32M
|
|
|
Apr 22, 2025
Q1 2025
|
Park Capital Management, LLC / Wi
Madison, WI |
SELL
|
- |
-1.93K- 16.58% |
$144K - $163K
|
9.69K
$863K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-1.93K- 0.49% |
$145K - $164K
|
393K
$35M
|
|
|
Apr 28, 2025
Q1 2025
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-1.94K- 9.02% |
$145K - $165K
|
19.6K
$1.74M
|
|
|
Apr 29, 2025
Q1 2025
|
Washington Trust Bank
|
SELL
|
- |
-1.95K- 9.43% |
$146K - $166K
|
18.8K
$1.67M
|
|
|
May 06, 2025
Q1 2025
|
City National Bank Of Florida /Msd
Miami, FL |
SELL
|
- |
-1.97K- 24.63% |
$147K - $167K
|
6.02K
$536K
|
|
|
May 08, 2025
Q1 2025
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-1.97K- 1.08% |
$147K - $167K
|
180K
$16M
|
|
|
May 12, 2025
Q1 2025
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-1.98K- 12.39% |
$148K - $168K
|
14K
$1.25M
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
SELL
|
- |
-1.99K- 2.19% |
$149K - $169K
|
89K
$7.93M
|
|
|
May 13, 2025
Q1 2025
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-2K- 3.88% |
$149K - $169K
|
49.4K
$4.4M
|
|
|
May 01, 2025
Q1 2025
|
Prism Advisors, Inc.
|
SELL
|
- |
-2.04K- 3.08% |
$152K - $173K
|
64K
$5.7M
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-2.06K- 0.93% |
$154K - $175K
|
218K
$19.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-2.06K- 25.72% |
$154K - $175K
|
5.94K
$529K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-2.06K- 7.36% |
$154K - $175K
|
26K
$2.31M
|
|
|
May 09, 2025
Q1 2025
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-2.07K- 2.54% |
$155K - $176K
|
79.5K
$7.08M
|
|
|
Apr 21, 2025
Q1 2025
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-2.08K- 53.0% |
$156K - $176K
|
1.84K
$164K
|
|
|
May 05, 2025
Q1 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-2.09K- 23.85% |
$156K - $177K
|
6.66K
$593K
|
|
|
May 08, 2025
Q1 2025
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-2.12K- 2.28% |
$159K - $180K
|
90.8K
$8.09M
|
|
|
May 15, 2025
Q1 2025
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-2.12K- 1.17% |
$159K - $180K
|
179K
$15.9M
|
|
|
Apr 22, 2025
Q1 2025
|
Duncker Streett & CO Inc
|
SELL
|
- |
-2.14K- 29.3% |
$160K - $181K
|
5.15K
$459K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-2.18K- 1.78% |
$163K - $185K
|
120K
$10.7M
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-2.18K- 2.81% |
$163K - $185K
|
75.4K
$6.72M
|
|
|
May 07, 2025
Q1 2025
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
SELL
|
- |
-2.18K- 39.75% |
$163K - $185K
|
3.3K
$294K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-2.19K- 1.47% |
$164K - $185K
|
147K
$13.1M
|
|
|
May 15, 2025
Q1 2025
|
Family Office Research LLC
Bethesda, MD |
SELL
|
- |
-2.19K- 25.59% |
$164K - $186K
|
6.37K
$567K
|
|
|
May 12, 2025
Q1 2025
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-2.2K- 3.38% |
$165K - $187K
|
63K
$5.61M
|
|
|
May 13, 2025
Q1 2025
|
Lwm Advisors Inc
El Dorado Hills, CA |
SELL
|
- |
-2.24K- 1.55% |
$168K - $190K
|
143K
$12.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-2.26K- 16.51% |
$169K - $192K
|
11.4K
$1.02M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.26KClosed |
$169K - $192K
|
0
$0
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-2.27K- 32.17% |
$170K - $192K
|
4.78K
$426K
|
|
|
May 05, 2025
Q1 2025
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-2.32K- 3.47% |
$173K - $197K
|
64.5K
$5.75M
|
|
|
May 15, 2025
Q1 2025
|
Texas Bank & Trust CO
Longview, TX |
SELL
|
- |
-2.33K- 4.45% |
$174K - $198K
|
49.9K
$4.45M
|
|
|
Apr 28, 2025
Q1 2025
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-2.35K- 3.13% |
$176K - $199K
|
72.6K
$6.47M
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-2.35K- 2.53% |
$176K - $199K
|
90.5K
$8.06M
|
|
|
Apr 28, 2025
Q1 2025
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-2.35K- 2.42% |
$176K - $199K
|
94.7K
$8.44M
|
|
|
May 12, 2025
Q1 2025
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-2.36K- 20.71% |
$176K - $200K
|
9.02K
$804K
|
|
|
Apr 16, 2025
Q1 2025
|
Rmr Wealth Builders
|
SELL
|
- |
-2.37K- 3.74% |
$177K - $201K
|
60.9K
$5.43M
|