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 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
6.31K+ 10.04% |
$473K - $536K
|
69.2K
$6.16M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
6.16K+ 26.74% |
$461K - $523K
|
29.2K
$2.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
6.12KNew |
$458K - $519K
|
6.12K
$545K
|
|
|
May 07, 2025
Q1 2025
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
6.09K+ 50.07% |
$456K - $517K
|
18.3K
$1.63M
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
6.09K+ 35.7% |
$456K - $517K
|
23.2K
$2.06M
|
|
|
May 01, 2025
Q1 2025
|
F Dx Advisors, Inc.
|
BUY
|
- |
6.04K+ 35.14% |
$452K - $512K
|
23.2K
$2.07M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
6.02K+ 41.5% |
$451K - $511K
|
20.5K
$1.83M
|
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
5.86K+ 38.43% |
$438K - $497K
|
21.1K
$1.88M
|
|
|
Apr 10, 2025
Q1 2025
|
Prosperity Planning, Inc.
|
BUY
|
- |
5.72K+ 2.41% |
$428K - $486K
|
244K
$21.7M
|
|
|
May 14, 2025
Q1 2025
|
Taikang Asset Management (Hong Kong) CO LTD
Hong Kong, K3 |
BUY
|
- |
5.63K+ 2.81% |
$421K - $478K
|
206K
$18.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
BUY
|
- |
5.56K+ 13.05% |
$416K - $472K
|
48.2K
$4.29M
|
|
|
May 01, 2025
Q1 2025
|
Woodside Wealth Management LLC
Framingham, MA |
BUY
|
- |
5.56KNew |
$416K - $472K
|
5.56K
$495K
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
5.49K+ 60.23% |
$411K - $466K
|
14.6K
$1.3M
|
|
|
May 06, 2025
Q1 2025
|
Innova Wealth Partners
|
BUY
|
- |
5.42K+ 57.2% |
$405K - $460K
|
14.9K
$1.33M
|
|
|
May 15, 2025
Q1 2025
|
Fiducient Advisors LLC
|
BUY
|
- |
5.39K+ 1.03% |
$404K - $458K
|
528K
$47M
|
|
|
May 15, 2025
Q1 2025
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
5.34K+ 533900.0% |
$400K - $453K
|
5.34K
$476K
|
|
|
Apr 08, 2025
Q1 2025
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
5.28K+ 85.9% |
$395K - $448K
|
11.4K
$1.02M
|
|
|
May 07, 2025
Q1 2025
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
5.14K+ 3.69% |
$384K - $436K
|
144K
$12.8M
|
|
|
Apr 14, 2025
Q1 2025
|
Hickory Point Bank & Trust
Decatur, IL |
BUY
|
- |
5.12K+ 83.83% |
$383K - $434K
|
11.2K
$1M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
BUY
|
- |
5.07K+ 29.81% |
$380K - $431K
|
22.1K
$1.97M
|
|
|
May 15, 2025
Q1 2025
|
Alamar Capital Management, LLC
|
BUY
|
- |
5.06K+ 7.77% |
$379K - $430K
|
70.2K
$6.25M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
5.02KNew |
$376K - $426K
|
5.02K
$447K
|
|
|
May 14, 2025
Q1 2025
|
Mosaic Financial Group, LLC
Chicago, IL |
BUY
|
- |
4.99KNew |
$373K - $424K
|
4.99K
$444K
|
|
|
May 08, 2025
Q1 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
4.9K+ 41.77% |
$367K - $416K
|
16.6K
$1.48M
|
|
|
May 06, 2025
Q1 2025
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
4.73K+ 16.27% |
$354K - $402K
|
33.8K
$3.01M
|
|
|
Apr 23, 2025
Q1 2025
|
Gray Private Wealth, LLC
Canton, MA |
BUY
|
- |
4.7K+ 4.4% |
$352K - $399K
|
112K
$9.94M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.56K+ 5.86% |
$341K - $387K
|
82.3K
$7.33M
|
|
|
Apr 29, 2025
Q1 2025
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
4.53KNew |
$339K - $384K
|
4.53K
$403K
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
4.46K+ 8.22% |
$334K - $378K
|
58.7K
$5.23M
|
|
|
May 15, 2025
Q1 2025
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
4.38K+ 1.82% |
$328K - $372K
|
244K
$21.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Croban
Fremont, OH |
BUY
|
- |
4.35K+ 17.05% |
$326K - $369K
|
29.9K
$2.66M
|
|
|
May 07, 2025
Q1 2025
|
Patten & Patten Inc
|
BUY
|
- |
4.31KNew |
$323K - $366K
|
4.31K
$384K
|
|
|
May 16, 2025
Q1 2025
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
4.3K+ 7.92% |
$322K - $365K
|
58.6K
$5.22M
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
4.25KNew |
$318K - $361K
|
4.25K
$379K
|
|
|
Apr 14, 2025
Q1 2025
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
BUY
|
- |
4.2KNew |
$314K - $356K
|
4.2K
$374K
|
|
|
Apr 17, 2025
Q1 2025
|
Grove Bank & Trust
|
BUY
|
- |
4.1K+ 4.96% |
$307K - $348K
|
86.8K
$7.73M
|
|
|
Apr 21, 2025
Q1 2025
|
Davies Financial Advisors, Inc.
Murrieta, CA |
BUY
|
- |
4.1KNew |
$307K - $348K
|
4.1K
$365K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
4.07K+ 8.89% |
$304K - $345K
|
49.8K
$4.43M
|
|
|
May 15, 2025
Q1 2025
|
True Private Wealth Advisors
|
BUY
|
- |
4.02KNew |
$301K - $341K
|
4.02K
$358K
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
3.93K+ 116.21% |
$294K - $333K
|
7.31K
$651K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
3.8K+ 12.23% |
$285K - $323K
|
34.9K
$3.11M
|
|
|
Apr 23, 2025
Q1 2025
|
Trellis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
3.8KNew |
$284K - $323K
|
3.8K
$339K
|
|
|
May 07, 2025
Q1 2025
|
Jsf Financial, LLC
|
BUY
|
- |
3.77K+ 47.98% |
$282K - $320K
|
11.6K
$1.04M
|
|
|
May 14, 2025
Q1 2025
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
3.77K+ 123.96% |
$282K - $320K
|
6.81K
$607K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Global Partners, LLC
Denver, CO |
BUY
|
- |
3.73KNew |
$279K - $317K
|
3.73K
$332K
|
|
|
May 07, 2025
Q1 2025
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
3.7K+ 42.55% |
$277K - $314K
|
12.4K
$1.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
3.63K+ 15.24% |
$272K - $308K
|
27.5K
$2.45M
|
|
|
Apr 25, 2025
Q1 2025
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
3.6KNew |
$269K - $306K
|
3.6K
$321K
|
|
|
Apr 09, 2025
Q1 2025
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
3.58K+ 3.28% |
$268K - $304K
|
113K
$10M
|
|
|
May 01, 2025
Q1 2025
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
3.56KNew |
$266K - $302K
|
3.56K
$317K
|