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 |
|---|---|---|---|---|---|---|---|
|
Apr 09, 2024
Q1 2024
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-150- 9.55% |
$11K - $12K
|
1.42K
$110K
|
|
|
Apr 29, 2024
Q1 2024
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-150- 0.7% |
$11K - $12K
|
21.4K
$1.65M
|
|
|
May 08, 2024
Q1 2024
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-150- 4.35% |
$11K - $12K
|
3.3K
$256K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-150- 1.6% |
$11K - $12K
|
9.2K
$713K
|
|
|
Aug 28, 2024
Q1 2024
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-152- 5.45% |
$11.1K - $12.2K
|
2.64K
$205K
|
|
|
May 14, 2024
Q1 2024
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-154- 0.27% |
$11.3K - $12.3K
|
57.8K
$4.48M
|
|
|
May 22, 2024
Q1 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-154- 1.63% |
$11.3K - $12.3K
|
9.31K
$722K
|
|
|
Apr 16, 2024
Q1 2024
|
Avity Investment Management Inc.
|
SELL
|
- |
-155- 1.39% |
$11.3K - $12.4K
|
11K
$854K
|
|
|
Apr 12, 2024
Q1 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-157- 27.59% |
$11.5K - $12.6K
|
412
$31.9K
|
|
|
Apr 19, 2024
Q1 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-157- 0.73% |
$11.5K - $12.6K
|
21.2K
$1.64M
|
|
|
Apr 05, 2024
Q1 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-167- 2.67% |
$12.2K - $13.4K
|
6.08K
$471K
|
|
|
Apr 18, 2024
Q1 2024
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-171- 75.0% |
$12.5K - $13.7K
|
57
$4.42K
|
|
|
May 01, 2024
Q1 2024
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-171- 1.67% |
$12.5K - $13.7K
|
10K
$778K
|
|
|
Apr 24, 2024
Q1 2024
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-172- 2.69% |
$12.6K - $13.8K
|
6.23K
$483K
|
|
|
May 08, 2024
Q1 2024
|
Advisor Os, LLC
|
SELL
|
- |
-172- 0.66% |
$12.6K - $13.8K
|
25.9K
$2M
|
|
|
Apr 19, 2024
Q1 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-173- 1.14% |
$12.6K - $13.8K
|
15K
$1.17M
|
|
|
Apr 30, 2024
Q1 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-173- 50.0% |
$12.6K - $13.8K
|
173
$13.4K
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-174- 24.47% |
$12.7K - $13.9K
|
537
$41.6K
|
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-175- 1.01% |
$12.8K - $14K
|
17.2K
$1.34M
|
|
|
May 10, 2024
Q1 2024
|
Esl Trust Services, LLC
|
SELL
|
- |
-175- 1.71% |
$12.8K - $14K
|
10.1K
$781K
|
|
|
Apr 12, 2024
Q1 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-177- 3.32% |
$12.9K - $14.2K
|
5.15K
$399K
|
|
|
Apr 10, 2024
Q1 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-180- 5.06% |
$13.2K - $14.4K
|
3.38K
$262K
|
|
|
May 15, 2024
Q1 2024
|
Vawter Financial, Ltd.
Columbus, OH |
SELL
|
- |
-180- 4.5% |
$13.2K - $14.4K
|
3.82K
$296K
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-182- 0.09% |
$13.3K - $14.6K
|
194K
$15M
|
|
|
Apr 23, 2024
Q1 2024
|
Iron Financial, LLC
|
SELL
|
- |
-185- 6.63% |
$13.5K - $14.8K
|
2.61K
$202K
|
|
|
May 10, 2024
Q1 2024
|
Gould Capital, LLC
|
SELL
|
- |
-185- 14.73% |
$13.5K - $14.8K
|
1.07K
$83K
|
|
|
Apr 16, 2024
Q1 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
SELL
|
- |
-189- 2.24% |
$13.8K - $15.1K
|
8.24K
$639K
|
|
|
May 01, 2024
Q1 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-189- 0.71% |
$13.8K - $15.1K
|
26.3K
$2.04M
|
|
|
Apr 12, 2024
Q1 2024
|
West Coast Financial LLC
|
SELL
|
- |
-191- 0.18% |
$14K - $15.3K
|
108K
$8.4M
|
|
|
Apr 15, 2024
Q1 2024
|
E Rn Financial, LLC
|
SELL
|
- |
-191- 0.25% |
$14K - $15.3K
|
77.6K
$6.02M
|
|
|
Apr 30, 2024
Q1 2024
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-192- 0.48% |
$14K - $15.4K
|
39.9K
$3.09M
|
|
|
Apr 03, 2024
Q1 2024
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-195- 2.88% |
$14.3K - $15.6K
|
6.57K
$509K
|
|
|
Apr 17, 2024
Q1 2024
|
Patten Group, Inc.
|
SELL
|
- |
-196- 1.54% |
$14.3K - $15.7K
|
12.5K
$971K
|
|
|
Apr 19, 2024
Q1 2024
|
Amarillo National Bank
|
SELL
|
- |
-197- 0.13% |
$14.4K - $15.8K
|
157K
$12.1M
|
|
|
Apr 11, 2024
Q1 2024
|
Radnor Capital Management, LLC
|
SELL
|
- |
-200- 1.39% |
$14.6K - $16K
|
14.2K
$1.1M
|
|
|
Apr 23, 2024
Q1 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-200- 3.22% |
$14.6K - $16K
|
6.01K
$466K
|
|
|
May 15, 2024
Q1 2024
|
Waterford Advisors, LLC
Orchard Park, NY |
SELL
|
- |
-200- 2.31% |
$14.6K - $16K
|
8.46K
$656K
|
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-202- 8.09% |
$14.8K - $16.2K
|
2.3K
$178K
|
|
|
Apr 19, 2024
Q1 2024
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-202- 4.17% |
$14.8K - $16.2K
|
4.64K
$359K
|
|
|
May 08, 2024
Q1 2024
|
Ledyard National Bank
|
SELL
|
- |
-213- 1.12% |
$15.6K - $17K
|
18.8K
$1.46M
|
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-214- 3.7% |
$15.6K - $17.1K
|
5.57K
$432K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-214- 2.95% |
$15.6K - $17.1K
|
7.05K
$546K
|
|
|
Apr 29, 2024
Q1 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-218- 8.99% |
$15.9K - $17.4K
|
2.21K
$171K
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-219- 3.71% |
$16K - $17.5K
|
5.69K
$441K
|
|
|
May 14, 2024
Q1 2024
|
Biltmore Family Office, LLC
|
SELL
|
- |
-220- 0.79% |
$16.1K - $17.6K
|
27.6K
$2.14M
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-221- 54.98% |
$16.2K - $17.7K
|
181
$14K
|
|
|
May 15, 2024
Q1 2024
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-224- 5.13% |
$16.4K - $17.9K
|
4.14K
$321K
|
|
|
Apr 16, 2024
Q1 2024
|
Norway Savings Bank
|
SELL
|
- |
-225- 2.81% |
$16.4K - $18K
|
7.78K
$603K
|
|
|
Apr 18, 2024
Q1 2024
|
Saxon Interests, Inc.
|
SELL
|
- |
-225- 2.02% |
$16.4K - $18K
|
10.9K
$845K
|
|
|
Apr 11, 2024
Q1 2024
|
Security Financial Services, Inc.
|
SELL
|
- |
-228- 2.44% |
$16.7K - $18.2K
|
9.13K
$708K
|