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 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.62K+ 0.34% |
$121K - $137K
|
483K
$43M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.58K+ 0.23% |
$118K - $134K
|
703K
$62.6M
|
|
|
May 15, 2025
Q1 2025
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
1.57K+ 4.71% |
$118K - $134K
|
35K
$3.12M
|
|
|
Apr 25, 2025
Q1 2025
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
1.54K+ 1.15% |
$115K - $131K
|
136K
$12.1M
|
|
|
May 14, 2025
Q1 2025
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
1.51K+ 19.5% |
$113K - $128K
|
9.25K
$824K
|
|
|
May 29, 2025
Q1 2025
|
Apeiron Ria LLC
|
BUY
|
- |
1.49K+ 15.43% |
$111K - $126K
|
11.1K
$993K
|
|
|
Apr 30, 2025
Q1 2025
|
Arcadia Investment Management Corp
|
BUY
|
- |
1.49K+ 4.04% |
$111K - $126K
|
38.3K
$3.41M
|
|
|
May 15, 2025
Q1 2025
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
1.48K+ 1.39% |
$111K - $126K
|
108K
$9.59M
|
|
|
Apr 10, 2025
Q1 2025
|
Greenfield Savings Bank
|
BUY
|
- |
1.48K+ 8.79% |
$110K - $125K
|
18.3K
$1.63M
|
|
|
May 02, 2025
Q1 2025
|
Members Trust CO
|
BUY
|
- |
1.46K+ 11.61% |
$110K - $124K
|
14.1K
$1.25M
|
|
|
Apr 10, 2025
Q1 2025
|
Chesley Taft & Associates LLC
|
BUY
|
- |
1.45K+ 1.16% |
$108K - $123K
|
126K
$11.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Legacy Advisors, LLC
|
BUY
|
- |
1.44K+ 48.83% |
$108K - $123K
|
4.4K
$392K
|
|
|
May 05, 2025
Q1 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
1.44K+ 5.42% |
$108K - $122K
|
28K
$2.5M
|
|
|
May 09, 2025
Q1 2025
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
1.44K+ 50.76% |
$108K - $122K
|
4.27K
$380K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.4K+ 9.19% |
$105K - $119K
|
16.7K
$1.48M
|
|
|
May 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.4K+ 18.24% |
$105K - $119K
|
9.06K
$807K
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
BUY
|
- |
1.38K+ 1.81% |
$103K - $117K
|
77.7K
$6.92M
|
|
|
Apr 23, 2025
Q1 2025
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
1.38K+ 7.68% |
$103K - $117K
|
19.3K
$1.72M
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1.37K+ 6.64% |
$102K - $116K
|
21.9K
$1.95M
|
|
|
Apr 17, 2025
Q1 2025
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
1.36K+ 4.54% |
$102K - $116K
|
31.4K
$2.8M
|
|
|
May 15, 2025
Q1 2025
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.35K+ 0.0% |
$101K - $114K
|
36.7M
$3.27B
|
|
|
Apr 16, 2025
Q1 2025
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
1.34K+ 3.84% |
$100K - $114K
|
36.3K
$3.23M
|
|
|
Apr 17, 2025
Q1 2025
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
1.3K+ 9.32% |
$97.3K - $110K
|
15.2K
$1.36M
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
1.26KNew |
$94.4K - $107K
|
1.26K
$112K
|
|
|
Apr 23, 2025
Q1 2025
|
Kg&L Capital Management,Llc
|
BUY
|
- |
1.25K+ 5.45% |
$93.6K - $106K
|
24.2K
$2.16M
|
|
|
Apr 02, 2025
Q1 2025
|
Park National Corp
|
BUY
|
- |
1.25K+ 11.55% |
$93.2K - $106K
|
12K
$1.07M
|
|
|
Apr 22, 2025
Q1 2025
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
1.23K+ 13.08% |
$92.2K - $105K
|
10.6K
$949K
|
|
|
Apr 21, 2025
Q1 2025
|
Sincerus Advisory, LLC
New York, NY |
BUY
|
- |
1.22K+ 1.6% |
$91.1K - $103K
|
77.1K
$6.87M
|
|
|
May 09, 2025
Q1 2025
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
1.2K+ 11.05% |
$89.8K - $102K
|
12.1K
$1.07M
|
|
|
May 14, 2025
Q1 2025
|
Clarity Financial LLC
|
BUY
|
- |
1.2K+ 19.82% |
$89.8K - $102K
|
7.26K
$646K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Architects, LLC
|
BUY
|
- |
1.17K+ 31.72% |
$87.4K - $99.2K
|
4.85K
$432K
|
|
|
Apr 10, 2025
Q1 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
1.17K+ 4.74% |
$87.3K - $99K
|
25.8K
$2.29M
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.17K+ 1.46% |
$87.3K - $99K
|
81.3K
$7.24M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.16K+ 1.57% |
$86.8K - $98.4K
|
75K
$6.68M
|
|
|
May 13, 2025
Q1 2025
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
1.14K+ 0.56% |
$85.3K - $96.8K
|
205K
$18.3M
|
|
|
Apr 04, 2025
Q1 2025
|
Sage Capital Advisors,Llc
|
BUY
|
- |
1.12K+ 18.52% |
$83.8K - $95K
|
7.16K
$638K
|
|
|
May 05, 2025
Q1 2025
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
1.07K+ 4.05% |
$80.2K - $91K
|
27.5K
$2.45M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
1.07K+ 16.05% |
$80K - $90.7K
|
7.73K
$688K
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1.04KNew |
$77.9K - $88.4K
|
1.04K
$92.7K
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1.03K+ 15.37% |
$76.9K - $87.3K
|
7.72K
$688K
|
|
|
May 13, 2025
Q1 2025
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
1.03K+ 3.78% |
$76.9K - $87.2K
|
28.2K
$2.51M
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
1.02K+ 4.16% |
$76.6K - $86.9K
|
25.6K
$2.28M
|
|
|
Apr 23, 2025
Q1 2025
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
1.02K+ 17.79% |
$76.3K - $86.6K
|
6.75K
$602K
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.02K+ 9.79% |
$76.2K - $86.4K
|
11.4K
$1.02M
|
|
|
Apr 14, 2025
Q1 2025
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
1.02K+ 1.35% |
$76.2K - $86.4K
|
76.6K
$6.82M
|
|
|
Apr 10, 2025
Q1 2025
|
West Coast Financial LLC
|
BUY
|
- |
1K+ 0.85% |
$75K - $85.1K
|
118K
$10.5M
|
|
|
Apr 15, 2025
Q1 2025
|
Curbstone Financial Management Corp
|
BUY
|
- |
1K+ 2.77% |
$74.9K - $84.9K
|
37K
$3.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
996+ 442.67% |
$74.6K - $84.6K
|
1.22K
$109K
|
|
|
May 06, 2025
Q1 2025
|
Orin Green Financial, LLC
|
BUY
|
- |
992+ 0.93% |
$74.3K - $84.2K
|
108K
$9.6M
|
|
|
May 12, 2025
Q1 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
952New |
$71.3K - $80.8K
|
952
$84.8K
|