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 24, 2025
Q1 2025
|
L.K. Benson & Company, P.C.
Baltimore, MD |
BUY
|
- |
2.54KNew |
$190K - $216K
|
2.54K
$226K
|
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
2.54KNew |
$190K - $216K
|
2.54K
$226K
|
|
|
Apr 29, 2025
Q1 2025
|
Lee Danner & Bass Inc
|
BUY
|
- |
2.53K+ 15.49% |
$190K - $215K
|
18.9K
$1.68M
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
2.52KNew |
$188K - $213K
|
2.52K
$224K
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
2.46KNew |
$184K - $209K
|
2.46K
$219K
|
|
|
May 07, 2025
Q1 2025
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
2.45KNew |
$184K - $208K
|
2.45K
$218K
|
|
|
May 14, 2025
Q1 2025
|
Rede Wealth, LLC
|
BUY
|
- |
2.45KNew |
$184K - $208K
|
2.45K
$218K
|
|
|
May 12, 2025
Q1 2025
|
Empirical Asset Management, LLC
|
BUY
|
- |
2.45K+ 47.86% |
$183K - $208K
|
7.56K
$673K
|
|
|
May 14, 2025
Q1 2025
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
2.44K+ 2.52% |
$183K - $207K
|
99.5K
$8.87M
|
|
|
May 15, 2025
Q1 2025
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
2.44K+ 242.26% |
$183K - $207K
|
3.45K
$307K
|
|
|
Apr 22, 2025
Q1 2025
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
2.43K+ 7.99% |
$182K - $206K
|
32.9K
$2.93M
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
2.42K+ 0.37% |
$181K - $205K
|
652K
$58M
|
|
|
May 01, 2025
Q1 2025
|
Pointe Capital Management LLC
|
BUY
|
- |
2.37K+ 9.65% |
$178K - $202K
|
27K
$2.4M
|
|
|
Apr 28, 2025
Q1 2025
|
Simpli Fi, Inc.
|
BUY
|
- |
2.36K+ 34.47% |
$176K - $200K
|
9.2K
$819K
|
|
|
Apr 17, 2025
Q1 2025
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
2.34K+ 4.87% |
$175K - $198K
|
50.3K
$4.48M
|
|
|
May 14, 2025
Q1 2025
|
Apexium Financial, LP
|
BUY
|
- |
2.32K+ 7.57% |
$174K - $197K
|
33K
$2.94M
|
|
|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
BUY
|
- |
2.31K+ 20.97% |
$173K - $196K
|
13.3K
$1.19M
|
|
|
May 12, 2025
Q1 2025
|
Mizuho Markets Americas LLC
|
BUY
|
- |
2.28K+ 10.54% |
$171K - $194K
|
23.9K
$2.13M
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
BUY
|
- |
2.28K+ 3.16% |
$170K - $193K
|
74.2K
$6.61M
|
|
|
May 09, 2025
Q1 2025
|
Roof Eidam & Maycock
|
BUY
|
- |
2.23K+ 79.08% |
$167K - $189K
|
5.05K
$450K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
2.19KNew |
$164K - $186K
|
2.19K
$195K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2.14K+ 12.76% |
$160K - $182K
|
18.9K
$1.69M
|
|
|
Apr 25, 2025
Q1 2025
|
Lansing Street Advisors
|
BUY
|
- |
2.14K+ 26.57% |
$160K - $181K
|
10.2K
$907K
|
|
|
May 14, 2025
Q1 2025
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
2.14K+ 4.37% |
$160K - $181K
|
51K
$4.54M
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
2.11K+ 3.24% |
$158K - $179K
|
67.3K
$5.99M
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
2.11K+ 13.11% |
$158K - $179K
|
18.2K
$1.62M
|
|
|
Apr 29, 2025
Q1 2025
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
2.1K+ 9.67% |
$157K - $178K
|
23.8K
$2.12M
|
|
|
Apr 14, 2025
Q1 2025
|
Old National Bancorp
|
BUY
|
- |
2.09K+ 3.79% |
$157K - $178K
|
57.3K
$5.11M
|
|
|
May 14, 2025
Q1 2025
|
Ellevest, Inc.
|
BUY
|
- |
2.06K+ 71.52% |
$154K - $175K
|
4.95K
$441K
|
|
|
May 13, 2025
Q1 2025
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
2.02K+ 1.76% |
$151K - $171K
|
117K
$10.4M
|
|
|
May 14, 2025
Q1 2025
|
Hudson Portfolio Management LLC
Garrison, NY |
BUY
|
- |
1.99K+ 19.77% |
$149K - $169K
|
12K
$1.07M
|
|
|
Apr 30, 2025
Q1 2025
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
1.98K+ 9.42% |
$148K - $168K
|
23K
$2.05M
|
|
|
Apr 15, 2025
Q1 2025
|
Orgel Wealth Management, LLC
|
BUY
|
- |
1.93K+ 5.94% |
$144K - $164K
|
34.4K
$3.06M
|
|
|
May 08, 2025
Q1 2025
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
1.9K+ 28.77% |
$142K - $161K
|
8.51K
$758K
|
|
|
Apr 23, 2025
Q1 2025
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
1.9K+ 1.8% |
$142K - $161K
|
108K
$9.59M
|
|
|
May 15, 2025
Q1 2025
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
1.89K+ 20.26% |
$142K - $161K
|
11.2K
$1M
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
1.86K+ 0.26% |
$139K - $158K
|
714K
$63.6M
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
1.83K+ 1.11% |
$137K - $155K
|
167K
$14.8M
|
|
|
May 08, 2025
Q1 2025
|
Ssa Swiss Advisors Ag
Zurich, |
BUY
|
- |
1.83KNew |
$137K - $155K
|
1.83K
$163K
|
|
|
May 12, 2025
Q1 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
1.81K+ 2.89% |
$136K - $154K
|
64.6K
$5.75M
|
|
|
May 02, 2025
Q1 2025
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
1.8K+ 4.93% |
$135K - $153K
|
38.3K
$3.41M
|
|
|
May 13, 2025
Q1 2025
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
1.79K+ 7.51% |
$134K - $152K
|
25.7K
$2.29M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.79K+ 0.43% |
$134K - $152K
|
422K
$37.6M
|
|
|
Apr 03, 2025
Q1 2025
|
Magnolia Capital Management LTD
|
BUY
|
- |
1.78K+ 56.78% |
$133K - $151K
|
4.92K
$438K
|
|
|
Apr 21, 2025
Q1 2025
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
1.77K+ 62.07% |
$133K - $150K
|
4.63K
$412K
|
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.76KNew |
$132K - $150K
|
1.76K
$157K
|
|
|
May 14, 2025
Q1 2025
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
1.7K+ 2.54% |
$127K - $144K
|
68.7K
$6.12M
|
|
|
May 12, 2025
Q1 2025
|
Connors Investor Services Inc
Wyomissing, PA |
BUY
|
- |
1.66K+ 2.46% |
$124K - $141K
|
69.1K
$6.16M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
1.64K+ 0.76% |
$123K - $139K
|
217K
$19.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.63K+ 37.08% |
$122K - $139K
|
6.04K
$538K
|