Purchases and Sales Made in Q1 2024 in Ishares Tr Msci Eafe ETF (EFA)

EFA Quotes by TradingView

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
Apr 15, 2024 Q1 2024
Kingswood Wealth Advisors, LLC

San Diego, CA
BUY
 -
15
+ 0.23%
$1.1K - $1.2K
6.48K $502K
Apr 22, 2024 Q1 2024
Provident Wealth Management, LLC

BUY
 -
15
New
$1.1K - $1.2K
15 $1.16K
Apr 24, 2024 Q1 2024
Cubic Asset Management, LLC

BUY
 -
15
+ 0.06%
$1.1K - $1.2K
24.4K $1.89M
May 02, 2024 Q1 2024
Liberty Wealth Management LLC

Oakland, CA
BUY
 -
15
+ 0.19%
$1.1K - $1.2K
8.11K $628K
May 06, 2024 Q1 2024
Howard Wealth Management, LLC

Madison, CT
BUY
 -
15
+ 0.24%
$1.1K - $1.2K
6.37K $494K
May 15, 2024 Q1 2024
Capital Planning Advisors, LLC

Sacramento, CA
BUY
 -
13
+ 0.11%
$950 - $1.04K
12K $931K
Apr 18, 2024 Q1 2024
Farmers & Merchants Investments Inc

BUY
 -
12
+ 0.03%
$877 - $960
45.5K $3.53M
May 13, 2024 Q1 2024
Logan Capital Management Inc

Newtown Square, PA
BUY
 -
12
+ 0.57%
$877 - $960
2.12K $164K
Apr 16, 2024 Q1 2024
Financial Management Professionals, Inc.

BUY
 -
9
+ 100.0%
$658 - $720
18 $1.4K
Apr 11, 2024 Q1 2024
Signal Point Asset Management, LLC

BUY
 -
7
+ 0.1%
$512 - $560
6.96K $539K
Apr 25, 2024 Q1 2024
Center For Financial Planning, Inc.

Southfied, MI
BUY
 -
6
+ 0.12%
$439 - $480
5.11K $396K
May 14, 2024 Q1 2024
Full Sail Capital, LLC

Oklahoma City, OK
BUY
 -
5
+ 0.01%
$366 - $400
65.6K $5.08M
Apr 12, 2024 Q1 2024
Blue Sky Wealth Advisors, LLC

BUY
 -
3
+ 0.03%
$219 - $240
10K $777K
May 14, 2024 Q1 2024
Berkeley Capital Partners, LLC

BUY
 -
1
+ 0.02%
$73.1 - $80
5.6K $434K
May 03, 2024 Q1 2024
Richardson Financial Services Inc.

Medway, MA
BUY
 -
0
New
$0 - $0
0 $0
May 03, 2024 Q1 2024
Easterly Investment Partners LLC

SELL
 -
-1
- 0.01%
$73.1 - $80
13.1K $1.01M
May 15, 2024 Q1 2024
Aspen Grove Capital, LLC

Avon, CO
SELL
 -
-1
- 0.01%
$73.1 - $80
7.58K $588K
Jun 28, 2024 Q1 2024
Quent Capital, LLC

SELL
 -
-1
- -0.0%
$73.1 - $80
151K $11.7M
Apr 22, 2024 Q1 2024
Stonegate Investment Group, LLC

Birmingham, AL
SELL
 -
-3
- 0.1%
$219 - $240
3.1K $240K
May 10, 2024 Q1 2024
Beaumont Financial Advisors, LLC

Needham, DE
SELL
 -
-4
- 0.03%
$292 - $320
14.6K $1.13M
May 14, 2024 Q1 2024
Ica Group Wealth Management, LLC

Denver, CO
SELL
 -
-7
- 1.27%
$512 - $560
545 $42.2K
Apr 18, 2024 Q1 2024
Verum Partners LLC

Charlotte, NC
SELL
 -
-9
- 0.2%
$658 - $720
4.45K $345K
May 03, 2024 Q1 2024
Lutz Financial Services LLC

SELL
 -
-9
- 0.27%
$658 - $720
3.36K $260K
May 13, 2024 Q1 2024
Colonial Trust Advisors

Spartanburg, SC
SELL
 -
-10
- 0.25%
$731 - $800
4K $310K
Apr 19, 2024 Q1 2024
Red Tortoise LLC

Atlanta, GA
SELL
 -
-11
- 0.08%
$804 - $880
13.8K $1.07M
Apr 26, 2024 Q1 2024
Sfg Wealth Management, Llc.

SELL
 -
-11
- 0.34%
$804 - $880
3.2K $248K
May 13, 2024 Q1 2024
Joseph Group Capital Management

Columbus, OH
SELL
 -
-13
- 3.11%
$950 - $1.04K
405 $31.4K
Apr 10, 2024 Q1 2024
Sunflower Bank, N.A.

Denver, CO
SELL
 -
-15
- 0.1%
$1.1K - $1.2K
14.5K $1.13M
May 13, 2024 Q1 2024
Fwl Investment Management, LLC

SELL
 -
-15
- 26.79%
$1.1K - $1.2K
41 $3.18K
May 07, 2024 Q1 2024
Smithfield Trust CO

Pittsburgh, PA
SELL
 -
-16
- 0.08%
$1.17K - $1.28K
21.2K $1.65M
May 15, 2024 Q1 2024
Df Dent & CO Inc

Baltimore, MD
SELL
 -
-16
- 0.13%
$1.17K - $1.28K
12.8K $988K
Apr 30, 2024 Q1 2024
Gps Wealth Strategies Group, LLC

SELL
 -
-17
- 1.41%
$1.24K - $1.36K
1.19K $91.9K
Apr 29, 2024 Q1 2024
Madison Wealth Partners, Inc

SELL
 -
-18
- 0.62%
$1.32K - $1.44K
2.87K $222K
Apr 30, 2024 Q1 2024
Concord Wealth Partners

SELL
 -
-20
- 0.49%
$1.46K - $1.6K
4.09K $317K
May 08, 2024 Q1 2024
Sound Stewardship, LLC

Overland Park, KS
SELL
 -
-20
- 0.41%
$1.46K - $1.6K
4.84K $375K
May 13, 2024 Q1 2024
Missouri Trust & Investment CO

Springfield, MO
SELL
 -
-20
- 0.23%
$1.46K - $1.6K
8.85K $685K
Apr 11, 2024 Q1 2024
Moller Financial Services

SELL
 -
-21
- 0.03%
$1.54K - $1.68K
65K $5.04M
Apr 18, 2024 Q1 2024
Alpha Mark Advisors, LLC

Ft. Wright, KY
SELL
 -
-22
- 12.79%
$1.61K - $1.76K
150 $11.6K
May 06, 2024 Q1 2024
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

SELL
 -
-25
- 0.16%
$1.83K - $2K
15.7K $1.21M
May 08, 2024 Q1 2024
Mine & Arao Wealth Creation & Management, Llc.

Campbell, CA
SELL
 -
-25
- 0.31%
$1.83K - $2K
8.14K $631K
Apr 30, 2024 Q1 2024
Jmac Enterprises LLC

SELL
 -
-26
- 0.07%
$1.9K - $2.08K
35.4K $2.74M
Apr 19, 2024 Q1 2024
Caldwell Sutter Capital, Inc.

Sausalito, CA
SELL
 -
-27
- 9.03%
$1.97K - $2.16K
272 $21.1K
May 09, 2024 Q1 2024
Pacific Financial Group Inc

SELL
 -
-27
- 0.73%
$1.97K - $2.16K
3.66K $284K
Apr 16, 2024 Q1 2024
Moisand Fitzgerald Tamayo, LLC

SELL
 -
-28
- 0.34%
$2.05K - $2.24K
8.2K $636K
Apr 16, 2024 Q1 2024
Flagship Harbor Advisors, LLC

SELL
 -
-29
- 0.32%
$2.12K - $2.32K
9.15K $709K
Apr 16, 2024 Q1 2024
Trust CO Of Virginia

SELL
 -
-30
- 0.23%
$2.19K - $2.4K
13.1K $1.01M
Apr 17, 2024 Q1 2024
John W. Brooker & Co., Cp As

SELL
 -
-30
- 0.43%
$2.19K - $2.4K
6.89K $534K
May 02, 2024 Q1 2024
Sc&H Financial Advisors, Inc.

Sparks, MD
SELL
 -
-30
- 0.24%
$2.19K - $2.4K
12.7K $986K
May 13, 2024 Q1 2024
Morling Financial Advisors, LLC

SELL
 -
-30
- 0.84%
$2.19K - $2.4K
3.53K $274K

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