Purchases and Sales Made in Q1 2024 in Ishares Tr Msci Eafe ETF (EFA)
This table provides information about the institutional ownership of Ishares Tr Msci Eafe ETF (EFA) during Q1 2024. 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 |
---|---|---|---|---|---|---|---|
Oct 02, 2024
Q1 2024
|
Brightwater Advisory LLC
Tampa, FL |
BUY
|
- |
522+ 2.04% |
$38.2K - $41.8K
|
26.1K
$2.02M
|
|
Apr 23, 2024
Q1 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
517+ 0.38% |
$37.8K - $41.4K
|
135K
$10.5M
|
|
Jun 28, 2024
Q1 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
510+ 25.97% |
$37.3K - $40.8K
|
2.47K
$192K
|
|
May 06, 2024
Q1 2024
|
Hbc Financial Services, Pllc
|
BUY
|
- |
504+ 14.71% |
$36.8K - $40.3K
|
3.93K
$305K
|
|
May 15, 2024
Q1 2024
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
500New |
$36.6K - $40K
|
500
$38.8K
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
499+ 9.54% |
$36.5K - $39.9K
|
5.73K
$444K
|
|
Apr 19, 2024
Q1 2024
|
Apexium Financial, LP
|
BUY
|
- |
495+ 3.95% |
$36.2K - $39.6K
|
13K
$1.01M
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
495+ 0.82% |
$36.2K - $39.6K
|
60.5K
$4.69M
|
|
May 07, 2024
Q1 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
488+ 2.45% |
$35.7K - $39.1K
|
20.4K
$1.58M
|
|
May 08, 2024
Q1 2024
|
Cypress Capital Group
|
BUY
|
- |
488+ 4.96% |
$35.7K - $39.1K
|
10.3K
$800K
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
487+ 18.0% |
$35.6K - $39K
|
3.19K
$247K
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
485+ 3.99% |
$35.5K - $38.8K
|
12.6K
$980K
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
BUY
|
- |
483+ 3.8% |
$35.3K - $38.7K
|
13.2K
$1.02M
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
476+ 36.5% |
$34.8K - $38.1K
|
1.78K
$138K
|
|
May 29, 2024
Q1 2024
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
472+ 3.93% |
$34.5K - $37.8K
|
12.5K
$966K
|
|
May 02, 2024
Q1 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
463+ 9.57% |
$33.8K - $37.1K
|
5.3K
$411K
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
458+ 3.24% |
$33.5K - $36.7K
|
14.6K
$1.13M
|
|
Apr 25, 2024
Q1 2024
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
452+ 3.2% |
$33K - $36.2K
|
14.6K
$1.13M
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
450+ 1.17% |
$32.9K - $36K
|
38.9K
$3.01M
|
|
May 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
448+ 7.79% |
$32.8K - $35.9K
|
6.2K
$481K
|
|
Apr 12, 2024
Q1 2024
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
446+ 1.27% |
$32.6K - $35.7K
|
35.4K
$2.75M
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
438+ 4.23% |
$32K - $35.1K
|
10.8K
$836K
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
436+ 0.48% |
$31.9K - $34.9K
|
91.7K
$7.11M
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
433+ 2.44% |
$31.7K - $34.7K
|
18.2K
$1.41M
|
|
May 02, 2024
Q1 2024
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
420+ 0.42% |
$30.7K - $33.6K
|
101K
$7.79M
|
|
May 13, 2024
Q1 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
409+ 17.15% |
$29.9K - $32.7K
|
2.79K
$217K
|
|
Apr 30, 2024
Q1 2024
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
407+ 4.11% |
$29.8K - $32.6K
|
10.3K
$799K
|
|
May 06, 2024
Q1 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
386+ 10.06% |
$28.2K - $30.9K
|
4.22K
$327K
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
381+ 9.39% |
$27.9K - $30.5K
|
4.44K
$344K
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
363+ 0.47% |
$26.5K - $29.1K
|
76.8K
$5.95M
|
|
Apr 22, 2024
Q1 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
359+ 7.18% |
$26.2K - $28.7K
|
5.36K
$416K
|
|
May 14, 2024
Q1 2024
|
Fogel Capital Management, Inc.
Stuart, FL |
BUY
|
- |
359+ 12.79% |
$26.2K - $28.7K
|
3.17K
$245K
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
352+ 0.89% |
$25.7K - $28.2K
|
40K
$3.1M
|
|
May 10, 2024
Q1 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
352+ 53.58% |
$25.7K - $28.2K
|
1.01K
$78.2K
|
|
May 09, 2024
Q1 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
350+ 1.38% |
$25.6K - $28K
|
25.7K
$2M
|
|
May 23, 2024
Q1 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
350+ 7.54% |
$25.6K - $28K
|
4.99K
$387K
|
|
May 07, 2024
Q1 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
341New |
$24.9K - $27.3K
|
341
$26.4K
|
|
May 13, 2024
Q1 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
330+ 1.07% |
$24.1K - $26.4K
|
31.2K
$2.42M
|
|
Apr 26, 2024
Q1 2024
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
328+ 4.91% |
$24K - $26.3K
|
7K
$543K
|
|
May 10, 2024
Q1 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
326+ 10.05% |
$23.8K - $26.1K
|
3.57K
$277K
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
309+ 1.48% |
$22.6K - $24.7K
|
21.2K
$1.65M
|
|
Apr 17, 2024
Q1 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
300+ 6.33% |
$21.9K - $24K
|
5.04K
$391K
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
BUY
|
- |
295+ 0.62% |
$21.6K - $23.6K
|
47.6K
$3.69M
|
|
Apr 12, 2024
Q1 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
293+ 3.64% |
$21.4K - $23.5K
|
8.34K
$646K
|
|
May 08, 2024
Q1 2024
|
Dearborn Partners LLC
|
BUY
|
- |
280+ 9.43% |
$20.5K - $22.4K
|
3.25K
$252K
|
|
Apr 29, 2024
Q1 2024
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
276+ 1.13% |
$20.2K - $22.1K
|
24.7K
$1.91M
|
|
May 02, 2024
Q1 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
273New |
$20K - $21.9K
|
273
$21.2K
|
|
Apr 11, 2024
Q1 2024
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
270+ 0.61% |
$19.7K - $21.6K
|
44.4K
$3.44M
|
|
Apr 15, 2024
Q1 2024
|
S.A. Mason LLC
|
BUY
|
- |
264+ 6.67% |
$19.3K - $21.1K
|
4.22K
$327K
|
|
Apr 29, 2024
Q1 2024
|
Sky Oak Wealth, LLC
|
BUY
|
- |
262+ 4.0% |
$19.2K - $21K
|
6.8K
$527K
|