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 30, 2025
Q1 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-6.2K- 14.71% |
$464K - $526K
|
36K
$3.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-6.21K- 5.32% |
$465K - $527K
|
110K
$9.84M
|
|
|
Apr 29, 2025
Q1 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-6.23K- 13.04% |
$466K - $529K
|
41.6K
$3.7M
|
|
|
Apr 03, 2025
Q1 2025
|
Hiley Hunt Wealth Management
Omaha, NE |
SELL
|
- |
-6.25K- 20.08% |
$468K - $530K
|
24.9K
$2.21M
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-6.27K- 9.48% |
$469K - $532K
|
59.9K
$5.33M
|
|
|
Apr 21, 2025
Q1 2025
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-6.54K- 2.77% |
$489K - $555K
|
230K
$20.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
SELL
|
- |
-6.59K- 34.22% |
$493K - $559K
|
12.7K
$1.13M
|
|
|
May 14, 2025
Q1 2025
|
Minot De Blois Advisors LLC
Boston, MA |
SELL
|
- |
-6.65K- 97.01% |
$498K - $565K
|
205
$18.3K
|
|
|
May 14, 2025
Q1 2025
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-6.69K- 1.35% |
$501K - $568K
|
490K
$43.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-6.73K- 27.54% |
$504K - $572K
|
17.7K
$1.58M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-6.85K- 4.05% |
$513K - $581K
|
162K
$14.4M
|
|
|
May 14, 2025
Q1 2025
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
SELL
|
- |
-6.94K- 3.53% |
$520K - $589K
|
190K
$16.9M
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-7K- 7.3% |
$524K - $594K
|
88.9K
$7.92M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-7.1K- 68.03% |
$531K - $602K
|
3.34K
$297K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-7.14K- 1.35% |
$534K - $606K
|
520K
$46.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-7.19K- 25.84% |
$538K - $610K
|
20.6K
$1.84M
|
|
|
May 15, 2025
Q1 2025
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-7.21K- 4.16% |
$540K - $612K
|
166K
$14.8M
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-7.29K- 66.12% |
$546K - $619K
|
3.74K
$333K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-7.36K- 2.45% |
$551K - $625K
|
293K
$26.1M
|
|
|
Apr 03, 2025
Q1 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-7.39K- 7.69% |
$553K - $628K
|
88.8K
$7.91M
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-7.4K- 15.81% |
$554K - $629K
|
39.4K
$3.51M
|
|
|
May 09, 2025
Q1 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
SELL
|
- |
-7.51K- 15.9% |
$562K - $637K
|
39.7K
$3.54M
|
|
|
May 13, 2025
Q1 2025
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-7.55K- 4.89% |
$565K - $641K
|
147K
$13.1M
|
|
|
May 05, 2025
Q1 2025
|
Sns Financial Group, LLC
|
SELL
|
- |
-7.58K- 5.08% |
$568K - $644K
|
142K
$12.6M
|
|
|
Apr 23, 2025
Q1 2025
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-7.75K- 8.13% |
$580K - $658K
|
87.6K
$7.8M
|
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
SELL
|
- |
-7.78K- 8.38% |
$582K - $660K
|
85.1K
$7.58M
|
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-7.83K- 9.29% |
$586K - $664K
|
76.4K
$6.81M
|
|
|
May 13, 2025
Q1 2025
|
Allie Family Office LLC
|
SELL
|
- |
-7.84K- 3.1% |
$587K - $666K
|
245K
$21.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-8.19K- 20.6% |
$613K - $695K
|
31.6K
$2.81M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-8.31K- 16.44% |
$622K - $705K
|
42.2K
$3.76M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-8.55K- 22.21% |
$640K - $726K
|
30K
$2.67M
|
|
|
May 14, 2025
Q1 2025
|
Bahl & Gaynor Inc
|
SELL
|
- |
-8.64K- 42.88% |
$646K - $733K
|
11.5K
$1.02M
|
|
|
Apr 11, 2025
Q1 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
SELL
|
- |
-8.7K- 59.75% |
$651K - $738K
|
5.86K
$522K
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-8.85K- 2.34% |
$663K - $752K
|
370K
$33M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
SELL
|
- |
-8.86K- 1.3% |
$663K - $752K
|
670K
$59.7M
|
|
|
May 12, 2025
Q1 2025
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-8.9K- 39.63% |
$666K - $756K
|
13.6K
$1.21M
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
SELL
|
- |
-8.96K- 28.67% |
$671K - $761K
|
22.3K
$1.99M
|
|
|
Apr 25, 2025
Q1 2025
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-9.37K- 3.67% |
$702K - $796K
|
246K
$21.9M
|
|
|
May 15, 2025
Q1 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-9.42K- 31.23% |
$705K - $800K
|
20.7K
$1.85M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-9.59K- 6.51% |
$718K - $814K
|
138K
$12.3M
|
|
|
May 07, 2025
Q1 2025
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-9.63K- 5.7% |
$721K - $817K
|
159K
$14.2M
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-9.63K- 28.27% |
$721K - $818K
|
24.4K
$2.18M
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
SELL
|
- |
-9.65K- 7.99% |
$722K - $819K
|
111K
$9.9M
|
|
|
May 14, 2025
Q1 2025
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-9.7K- 59.81% |
$726K - $824K
|
6.52K
$581K
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-9.71K- 12.39% |
$726K - $824K
|
68.6K
$6.11M
|
|
|
May 13, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-9.71K- 2.82% |
$727K - $824K
|
334K
$29.8M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-9.73K- 0.13% |
$728K - $826K
|
7.5M
$669M
|
|
|
May 05, 2025
Q1 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-9.8K- 26.41% |
$734K - $832K
|
27.3K
$2.43M
|
|
|
May 14, 2025
Q1 2025
|
Arvest Bank Trust Division
Dewey, OK |
SELL
|
- |
-9.87K- 0.69% |
$738K - $837K
|
1.41M
$126M
|
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
SELL
|
- |
-9.97K- 20.74% |
$747K - $847K
|
38.1K
$3.4M
|