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 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.38K- 5.75% |
$178K - $202K
|
39.1K
$3.48M
|
|
|
Apr 15, 2025
Q1 2025
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-2.43K- 5.14% |
$182K - $206K
|
44.8K
$3.99M
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-2.5K- 18.14% |
$187K - $212K
|
11.3K
$1.01M
|
|
|
May 06, 2025
Q1 2025
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-2.53K- 2.62% |
$189K - $215K
|
94.2K
$8.39M
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-2.53K- 9.93% |
$190K - $215K
|
23K
$2.05M
|
|
|
Apr 30, 2025
Q1 2025
|
Ltg Capital LLC
|
SELL
|
- |
-2.53K- 6.51% |
$190K - $215K
|
36.4K
$3.24M
|
|
|
May 12, 2025
Q1 2025
|
Biltmore Family Office, LLC
|
SELL
|
- |
-2.55K- 10.59% |
$191K - $216K
|
21.5K
$1.92M
|
|
|
May 05, 2025
Q1 2025
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-2.58K- 41.77% |
$193K - $219K
|
3.6K
$320K
|
|
|
Apr 17, 2025
Q1 2025
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-2.58K- 5.64% |
$193K - $219K
|
43.2K
$3.85M
|
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-2.64K- 4.59% |
$198K - $224K
|
54.9K
$4.89M
|
|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-2.67K- 0.57% |
$200K - $227K
|
465K
$41.4M
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-2.68K- 36.51% |
$200K - $227K
|
4.65K
$414K
|
|
|
Apr 23, 2025
Q1 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-2.7K- 7.79% |
$202K - $229K
|
31.9K
$2.84M
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-2.75K- 6.6% |
$206K - $233K
|
38.9K
$3.46M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.76K- 4.59% |
$207K - $235K
|
57.4K
$5.11M
|
|
|
Apr 23, 2025
Q1 2025
|
Alpha Financial Advisors, LLC
Charlotte, NC |
SELL
|
- |
-2.81K- 45.01% |
$210K - $239K
|
3.43K
$306K
|
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-2.82K- 21.87% |
$211K - $239K
|
10.1K
$897K
|
|
|
Apr 22, 2025
Q1 2025
|
Foundation Wealth Management, Llc\Pa
Media, PA |
SELL
|
- |
-2.82K- 3.33% |
$211K - $239K
|
81.8K
$7.29M
|
|
|
Apr 30, 2025
Q1 2025
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-2.83K- 44.41% |
$212K - $240K
|
3.54K
$316K
|
|
|
May 05, 2025
Q1 2025
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-2.84K- 13.56% |
$213K - $241K
|
18.1K
$1.61M
|
|
|
Apr 29, 2025
Q1 2025
|
Simmons Bank
|
SELL
|
- |
-2.87K- 2.26% |
$215K - $244K
|
124K
$11.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Steph & CO
|
SELL
|
- |
-2.9K- 14.1% |
$217K - $246K
|
17.7K
$1.57M
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-2.91K- 6.51% |
$218K - $247K
|
41.8K
$3.72M
|
|
|
Apr 28, 2025
Q1 2025
|
Harbour Trust & Investment Management CO
Michigan City, IN |
SELL
|
- |
-2.92K- 5.17% |
$218K - $248K
|
53.5K
$4.77M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.94K- 8.91% |
$220K - $250K
|
30.1K
$2.68M
|
|
|
Apr 23, 2025
Q1 2025
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
SELL
|
- |
-3.02K- 7.18% |
$226K - $256K
|
39K
$3.47M
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-3.02K- 2.01% |
$226K - $256K
|
147K
$13.1M
|
|
|
May 08, 2025
Q1 2025
|
Lyell Wealth Management, LP
|
SELL
|
- |
-3.02K- 13.86% |
$226K - $257K
|
18.8K
$1.67M
|
|
|
Apr 21, 2025
Q1 2025
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-3.08K- 25.26% |
$230K - $261K
|
9.11K
$811K
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-3.08K- 2.46% |
$231K - $262K
|
122K
$10.9M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-3.18K- 6.66% |
$238K - $270K
|
44.5K
$3.96M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-3.21K- 10.73% |
$240K - $273K
|
26.7K
$2.38M
|
|
|
May 15, 2025
Q1 2025
|
Hardman Johnston Global Advisors LLC
|
SELL
|
- |
-3.22K- 37.35% |
$241K - $273K
|
5.4K
$481K
|
|
|
May 12, 2025
Q1 2025
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-3.27K- 5.32% |
$244K - $277K
|
58.1K
$5.18M
|
|
|
May 06, 2025
Q1 2025
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-3.27K- 38.73% |
$245K - $277K
|
5.17K
$460K
|
|
|
May 05, 2025
Q1 2025
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-3.28K- 35.25% |
$245K - $278K
|
6.02K
$536K
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-3.31K- 1.25% |
$248K - $281K
|
260K
$23.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-3.31K- 0.93% |
$248K - $281K
|
353K
$31.4M
|
|
|
May 14, 2025
Q1 2025
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-3.31K- 3.08% |
$248K - $281K
|
104K
$9.28M
|
|
|
Apr 25, 2025
Q1 2025
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-3.33K- 1.82% |
$249K - $283K
|
180K
$16M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-3.43K- 1.49% |
$257K - $291K
|
227K
$20.2M
|
|
|
May 13, 2025
Q1 2025
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-3.44K- 3.88% |
$257K - $292K
|
85.2K
$7.59M
|
|
|
Apr 22, 2025
Q1 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-3.46K- 13.17% |
$259K - $294K
|
22.8K
$2.03M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.46K- 0.47% |
$259K - $294K
|
734K
$65.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-3.47K- 0.69% |
$260K - $294K
|
501K
$44.6M
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-3.5K- 5.5% |
$262K - $297K
|
60K
$5.35M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-3.55K- 26.6% |
$266K - $301K
|
9.8K
$873K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.56K- 4.21% |
$266K - $302K
|
80.9K
$7.21M
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-3.57K- 10.46% |
$267K - $303K
|
30.5K
$2.72M
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-3.57K- 11.04% |
$267K - $303K
|
28.8K
$2.56M
|