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 06, 2025
Q1 2025
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
33.3K+ 18.79% |
$2.49M - $2.82M
|
210K
$18.7M
|
|
|
May 15, 2025
Q1 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
32.7K+ 20.62% |
$2.45M - $2.78M
|
191K
$17.1M
|
|
|
May 16, 2025
Q1 2025
|
American Trust
Lexington, KY |
BUY
|
- |
31.6K+ 1073.24% |
$2.37M - $2.69M
|
34.6K
$3.08M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
BUY
|
- |
31.3K+ 108.42% |
$2.34M - $2.66M
|
60.1K
$5.36M
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
31.3K+ 20.81% |
$2.34M - $2.65M
|
181K
$16.2M
|
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
BUY
|
- |
30.9K+ 509.6% |
$2.31M - $2.62M
|
36.9K
$3.29M
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
BUY
|
- |
30.3K+ 7.74% |
$2.27M - $2.58M
|
422K
$37.6M
|
|
|
May 07, 2025
Q1 2025
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
29.9K+ 7.02% |
$2.24M - $2.54M
|
455K
$40.6M
|
|
|
May 14, 2025
Q1 2025
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
29.6KNew |
$2.21M - $2.51M
|
29.6K
$2.63M
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
29.5K+ 3.85% |
$2.21M - $2.5M
|
795K
$70.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
28.7KNew |
$2.15M - $2.44M
|
28.7K
$2.56M
|
|
|
Apr 08, 2025
Q1 2025
|
Btc Capital Management, Inc.
|
BUY
|
- |
28.5K+ 6.25% |
$2.14M - $2.42M
|
485K
$43.2M
|
|
|
Apr 28, 2025
Q1 2025
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
28K+ 240.54% |
$2.09M - $2.38M
|
39.6K
$3.53M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
27.5K+ 15.18% |
$2.06M - $2.33M
|
209K
$18.6M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
26.7K+ 102880.77% |
$2M - $2.27M
|
26.8K
$2.39M
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
26.4K+ 3.79% |
$1.98M - $2.25M
|
725K
$64.6M
|
|
|
May 15, 2025
Q1 2025
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
25.4K+ 113.68% |
$1.9M - $2.15M
|
47.7K
$4.24M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
25.2K+ 3.09% |
$1.89M - $2.14M
|
843K
$75.1M
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
BUY
|
- |
25.1K+ 26.22% |
$1.88M - $2.13M
|
121K
$10.8M
|
|
|
Apr 08, 2025
Q1 2025
|
Asset Allocation & Management Company, LLC
|
BUY
|
- |
25K+ 636.13% |
$1.87M - $2.12M
|
28.9K
$2.58M
|
|
|
May 15, 2025
Q1 2025
|
Css LLC
Chicago, IL |
BUY
|
- |
24.3KNew |
$1.82M - $2.07M
|
24.3K
$2.17M
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
24.1K+ 8.53% |
$1.8M - $2.04M
|
306K
$27.3M
|
|
|
May 20, 2025
Q1 2025
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
24KNew |
$1.8M - $2.04M
|
24K
$2.14M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
23.8K+ 118.79% |
$1.78M - $2.02M
|
43.8K
$3.9M
|
|
|
May 13, 2025
Q1 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
23.3KNew |
$1.74M - $1.98M
|
23.3K
$2.07M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
23.2K+ 5.05% |
$1.73M - $1.97M
|
482K
$42.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
23.1K+ 6.99% |
$1.73M - $1.96M
|
354K
$31.5M
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
23.1K+ 271.9% |
$1.73M - $1.96M
|
31.6K
$2.81M
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
22.9K+ 68.14% |
$1.71M - $1.94M
|
56.4K
$5.03M
|
|
|
May 15, 2025
Q1 2025
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
22.8K+ 66.4% |
$1.7M - $1.93M
|
57K
$5.08M
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
22.7K+ 22.19% |
$1.7M - $1.93M
|
125K
$11.2M
|
|
|
May 14, 2025
Q1 2025
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
22.7K+ 84.12% |
$1.7M - $1.93M
|
49.8K
$4.43M
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
22.6K+ 28.2% |
$1.69M - $1.92M
|
103K
$9.14M
|
|
|
May 15, 2025
Q1 2025
|
Quarry LP
New York, NY |
BUY
|
- |
22.5KNew |
$1.68M - $1.91M
|
22.5K
$2M
|
|
|
May 09, 2025
Q1 2025
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
22.3KNew |
$1.67M - $1.9M
|
22.3K
$1.99M
|
|
|
Apr 30, 2025
Q1 2025
|
Peoples Financial Services Corp.
|
BUY
|
- |
22K+ 231.05% |
$1.64M - $1.86M
|
31.5K
$2.8M
|
|
|
May 08, 2025
Q1 2025
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
21.5K+ 9.85% |
$1.61M - $1.83M
|
240K
$21.4M
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
21.4K+ 418.72% |
$1.6M - $1.82M
|
26.5K
$2.36M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
21.3KNew |
$1.6M - $1.81M
|
21.3K
$1.9M
|
|
|
May 15, 2025
Q1 2025
|
Second Line Capital, LLC
Metairie, LA |
BUY
|
- |
21.2KNew |
$1.59M - $1.8M
|
21.2K
$1.89M
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
21.2K+ 120.91% |
$1.59M - $1.8M
|
38.7K
$3.45M
|
|
|
May 15, 2025
Q1 2025
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
21.1K+ 7.15% |
$1.58M - $1.79M
|
316K
$28.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
20.8K+ 4.51% |
$1.56M - $1.77M
|
483K
$43M
|
|
|
May 14, 2025
Q1 2025
|
Verger Capital Management LLC
|
BUY
|
- |
20.3K+ 7.83% |
$1.52M - $1.72M
|
280K
$24.9M
|
|
|
May 15, 2025
Q1 2025
|
Common Fund For Nonprofit Organizations
Wilton, CT |
BUY
|
- |
20.3KNew |
$1.52M - $1.72M
|
20.3K
$1.81M
|
|
|
Apr 25, 2025
Q1 2025
|
Rovin Capital
|
BUY
|
- |
20.2K+ 59.58% |
$1.51M - $1.72M
|
54.2K
$4.82M
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
20K+ 24.18% |
$1.5M - $1.7M
|
103K
$9.15M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
19.8K+ 8.06% |
$1.48M - $1.68M
|
265K
$23.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
19.7K+ 26.01% |
$1.48M - $1.68M
|
95.7K
$8.52M
|
|
|
May 15, 2025
Q1 2025
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
19.7K+ 60.27% |
$1.48M - $1.67M
|
52.4K
$4.67M
|