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 15, 2025
Q1 2025
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-10.1K- 4.0% |
$756K - $857K
|
242K
$21.6M
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-10.3K- 48.05% |
$770K - $873K
|
11.1K
$990K
|
|
|
Apr 29, 2025
Q1 2025
|
Argentarii, LLC
Cincinnati, OH |
SELL
|
- |
-10.4K- 67.58% |
$775K - $879K
|
4.97K
$442K
|
|
|
May 09, 2025
Q1 2025
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-10.4K- 7.29% |
$779K - $883K
|
132K
$11.8M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-10.4K- 8.17% |
$782K - $887K
|
117K
$10.5M
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-10.6K- 54.57% |
$791K - $897K
|
8.79K
$783K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-10.8K- 50.0% |
$810K - $919K
|
10.8K
$964K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-10.9K- 51.16% |
$813K - $922K
|
10.4K
$924K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-10.9K- 19.75% |
$814K - $923K
|
44.2K
$3.93M
|
|
|
May 14, 2025
Q1 2025
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-10.9K- 51.09% |
$815K - $924K
|
10.4K
$928K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-11K- 45.05% |
$820K - $930K
|
13.4K
$1.19M
|
|
|
Apr 14, 2025
Q1 2025
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-11K- 68.96% |
$823K - $934K
|
4.95K
$441K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-11.2K- 25.41% |
$835K - $947K
|
32.7K
$2.92M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-11.2K- 31.06% |
$840K - $952K
|
24.9K
$2.22M
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-11.2K- 23.86% |
$840K - $953K
|
35.8K
$3.19M
|
|
|
May 14, 2025
Q1 2025
|
United Bank
Vienna, VA |
SELL
|
- |
-11.4K- 35.88% |
$854K - $968K
|
20.4K
$1.82M
|
|
|
May 09, 2025
Q1 2025
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-11.8K- 26.65% |
$883K - $1M
|
32.5K
$2.89M
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
SELL
|
- |
-11.9K- 34.28% |
$889K - $1.01M
|
22.8K
$2.03M
|
|
|
May 12, 2025
Q1 2025
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-12.3K- 0.6% |
$922K - $1.05M
|
2.04M
$182M
|
|
|
May 15, 2025
Q1 2025
|
Wit, LLC
District Of Columbia, DC |
SELL
|
- |
-12.3K- 2.86% |
$922K - $1.05M
|
419K
$37.3M
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-12.6K- 2.17% |
$946K - $1.07M
|
569K
$50.7M
|
|
|
May 09, 2025
Q1 2025
|
Bank Of Nova Scotia
|
SELL
|
- |
-12.7K- 2.09% |
$948K - $1.08M
|
594K
$52.9M
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-12.7K- 16.16% |
$953K - $1.08M
|
66K
$5.88M
|
|
|
Apr 17, 2025
Q1 2025
|
Patton Fund Management, Inc.
|
SELL
|
- |
-12.8K- 6.4% |
$961K - $1.09M
|
188K
$16.7M
|
|
|
May 15, 2025
Q1 2025
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-12.9K- 11.56% |
$963K - $1.09M
|
98.5K
$8.77M
|
|
|
May 15, 2025
Q1 2025
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-13.4K- 9.99% |
$999K - $1.13M
|
120K
$10.7M
|
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-13.4K- 19.55% |
$1M - $1.14M
|
55.2K
$4.92M
|
|
|
May 08, 2025
Q1 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-13.7K- 76.23% |
$1.02M - $1.16M
|
4.26K
$379K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-13.7K- 2.53% |
$1.03M - $1.17M
|
530K
$47.2M
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-14K- 94.38% |
$1.05M - $1.19M
|
832
$74.1K
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-14.2K- 2.51% |
$1.06M - $1.2M
|
551K
$49.1M
|
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-14.4K- 12.23% |
$1.07M - $1.22M
|
103K
$9.17M
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Life Planners
Tempe, AZ |
SELL
|
- |
-14.4K- 37.69% |
$1.08M - $1.22M
|
23.8K
$2.12M
|
|
|
May 15, 2025
Q1 2025
|
Rmb Capital Management, LLC
|
SELL
|
- |
-14.7K- 7.42% |
$1.1M - $1.24M
|
183K
$16.3M
|
|
|
May 15, 2025
Q1 2025
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-14.9K- 23.13% |
$1.12M - $1.27M
|
49.7K
$4.42M
|
|
|
Apr 21, 2025
Q1 2025
|
Riverbridge Partners LLC
|
SELL
|
- |
-15K- 47.44% |
$1.12M - $1.28M
|
16.6K
$1.48M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-15.2K- 16.02% |
$1.14M - $1.29M
|
79.8K
$7.11M
|
|
|
Apr 23, 2025
Q1 2025
|
Corundum Group, Inc.
|
SELL
|
- |
-15.8K- 11.14% |
$1.18M - $1.34M
|
126K
$11.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-15.9K- 78.51% |
$1.19M - $1.35M
|
4.36K
$388K
|
|
|
Apr 22, 2025
Q1 2025
|
Antonelli Financial Advisors, LLC
Grosse Pointe, MI |
SELL
|
- |
-16K- 12.97% |
$1.2M - $1.36M
|
108K
$9.59M
|
|
|
Apr 25, 2025
Q1 2025
|
Yardley Wealth Management LLC
Yardley, PA |
SELL
|
- |
-16.1K- 63.49% |
$1.2M - $1.36M
|
9.24K
$823K
|
|
|
Apr 01, 2025
Q1 2025
|
Lbj Family Wealth Advisors, Ltd.
|
SELL
|
- |
-16.1K- 17.27% |
$1.2M - $1.37M
|
77.1K
$6.87M
|
|
|
May 15, 2025
Q1 2025
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-16.2K- 22.84% |
$1.22M - $1.38M
|
54.9K
$4.89M
|
|
|
Apr 10, 2025
Q1 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-16.3K- 30.66% |
$1.22M - $1.39M
|
36.9K
$3.29M
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
SELL
|
- |
-16.7K- 32.89% |
$1.25M - $1.41M
|
34K
$3.03M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-16.8K- 18.45% |
$1.26M - $1.43M
|
74.3K
$6.62M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-17K- 15.11% |
$1.27M - $1.44M
|
95.4K
$8.5M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-17.4K- 2.81% |
$1.3M - $1.48M
|
602K
$53.6M
|
|
|
May 08, 2025
Q1 2025
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-17.6K- 19.61% |
$1.32M - $1.5M
|
72.3K
$6.44M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-18K- 79.52% |
$1.34M - $1.52M
|
4.62K
$412K
|