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 30, 2024
Q1 2024
|
Connable Office Inc
|
SELL
|
- |
-339- 0.11% |
$24.8K - $27.1K
|
300K
$23.3M
|
|
|
Apr 24, 2024
Q1 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-340- 3.81% |
$24.9K - $27.2K
|
8.58K
$668K
|
|
|
Apr 24, 2024
Q1 2024
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-340- 0.39% |
$24.9K - $27.2K
|
86.9K
$6.77M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-341- 0.23% |
$24.9K - $27.3K
|
146K
$11.4M
|
|
|
May 10, 2024
Q1 2024
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-341- 6.17% |
$24.9K - $27.3K
|
5.18K
$404K
|
|
|
Apr 12, 2024
Q1 2024
|
Evanson Asset Management, LLC
|
SELL
|
- |
-342- 0.96% |
$25K - $27.4K
|
35.3K
$2.75M
|
|
|
May 08, 2024
Q1 2024
|
Holistic Financial Partners
|
SELL
|
- |
-343- 2.62% |
$25.1K - $27.5K
|
12.7K
$993K
|
|
|
Apr 23, 2024
Q1 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-344- 3.61% |
$25.1K - $27.5K
|
9.19K
$716K
|
|
|
Apr 05, 2024
Q1 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-350- 21.3% |
$25.6K - $28K
|
1.29K
$101K
|
|
|
May 15, 2024
Q1 2024
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-350- 2.19% |
$25.6K - $28K
|
15.6K
$1.22M
|
|
|
Apr 15, 2024
Q1 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-354- 2.46% |
$25.9K - $28.3K
|
14K
$1.09M
|
|
|
Apr 09, 2024
Q1 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-357- 0.3% |
$26.1K - $28.6K
|
117K
$9.11M
|
|
|
May 10, 2024
Q1 2024
|
Bahl & Gaynor Inc
|
SELL
|
- |
-357- 1.13% |
$26.1K - $28.6K
|
31.2K
$2.43M
|
|
|
Apr 22, 2024
Q1 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-358- 1.29% |
$26.2K - $28.7K
|
27.4K
$2.13M
|
|
|
May 15, 2024
Q1 2024
|
Sentinus, LLC
Oak Brook, IL |
SELL
|
- |
-359- 7.46% |
$26.2K - $28.7K
|
4.45K
$347K
|
|
|
May 08, 2024
Q1 2024
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-362- 4.77% |
$26.5K - $29K
|
7.22K
$563K
|
|
|
May 15, 2024
Q1 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-371- 1.02% |
$27.1K - $29.7K
|
36.1K
$2.81M
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-374- 5.97% |
$27.3K - $29.9K
|
5.9K
$459K
|
|
|
Apr 30, 2024
Q1 2024
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-375- 0.49% |
$27.4K - $30K
|
76.4K
$5.95M
|
|
|
Apr 15, 2024
Q1 2024
|
Clarity Financial LLC
|
SELL
|
- |
-382- 4.77% |
$27.9K - $30.6K
|
7.63K
$595K
|
|
|
May 10, 2024
Q1 2024
|
Private Client Services, LLC
Louisville, KY |
SELL
|
- |
-388- 3.38% |
$28.4K - $31.1K
|
11.1K
$864K
|
|
|
Apr 10, 2024
Q1 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-391- 0.74% |
$28.6K - $31.3K
|
52.3K
$4.07M
|
|
|
May 08, 2024
Q1 2024
|
Wp Advisors, LLC
|
SELL
|
- |
-391- 6.98% |
$28.6K - $31.3K
|
5.21K
$406K
|
|
|
May 14, 2024
Q1 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-400- 10.7% |
$29.2K - $32K
|
3.34K
$260K
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-405- 5.81% |
$29.6K - $32.4K
|
6.57K
$511K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-405- 1.13% |
$29.6K - $32.4K
|
35.6K
$2.77M
|
|
|
Jun 25, 2024
Q1 2024
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-405- 11.23% |
$29.6K - $32.4K
|
3.2K
$249K
|
|
|
May 15, 2024
Q1 2024
|
Hoyle Cohen, LLC
|
SELL
|
- |
-410- 1.35% |
$30K - $32.8K
|
30.1K
$2.34M
|
|
|
May 14, 2024
Q1 2024
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-414- 11.24% |
$30.3K - $33.1K
|
3.27K
$255K
|
|
|
May 14, 2024
Q1 2024
|
Tmd Wealth Management, LLC
|
SELL
|
- |
-419- 11.0% |
$30.6K - $33.5K
|
3.39K
$264K
|
|
|
May 06, 2024
Q1 2024
|
Lcm Capital Management Inc
|
SELL
|
- |
-420- 0.53% |
$30.7K - $33.6K
|
78.4K
$6.11M
|
|
|
Apr 17, 2024
Q1 2024
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-424- 10.89% |
$31K - $33.9K
|
3.47K
$270K
|
|
|
Apr 23, 2024
Q1 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-427- 1.1% |
$31.2K - $34.2K
|
38.5K
$3M
|
|
|
Apr 09, 2024
Q1 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-433- 1.46% |
$31.7K - $34.7K
|
29.2K
$2.27M
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-436- 7.22% |
$31.9K - $34.9K
|
5.6K
$436K
|
|
|
Apr 30, 2024
Q1 2024
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-438- 1.72% |
$32K - $35.1K
|
25K
$1.95M
|
|
|
May 07, 2024
Q1 2024
|
Firestone Capital Management
|
SELL
|
- |
-442- 2.7% |
$32.3K - $35.4K
|
15.9K
$1.24M
|
|
|
Apr 15, 2024
Q1 2024
|
Courier Capital LLC
|
SELL
|
- |
-450- 0.18% |
$32.9K - $36K
|
252K
$19.7M
|
|
|
May 03, 2024
Q1 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-456- 2.35% |
$33.3K - $36.5K
|
18.9K
$1.48M
|
|
|
May 09, 2024
Q1 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-457- 3.13% |
$33.4K - $36.6K
|
14.1K
$1.1M
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-462- 8.17% |
$33.8K - $37K
|
5.2K
$405K
|
|
|
May 08, 2024
Q1 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-463- 14.19% |
$33.8K - $37.1K
|
2.8K
$218K
|
|
|
Apr 26, 2024
Q1 2024
|
Coastline Trust CO
|
SELL
|
- |
-467- 0.41% |
$34.1K - $37.4K
|
113K
$8.78M
|
|
|
Apr 23, 2024
Q1 2024
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-468- 93.79% |
$34.2K - $37.5K
|
31
$2.42K
|
|
|
Apr 09, 2024
Q1 2024
|
Adirondack Trust CO
|
SELL
|
- |
-478- 4.01% |
$34.9K - $38.3K
|
11.4K
$892K
|
|
|
May 02, 2024
Q1 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-484- 1.19% |
$35.4K - $38.7K
|
40.2K
$3.14M
|
|
|
Apr 29, 2024
Q1 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-488- 2.05% |
$35.7K - $39.1K
|
23.3K
$1.82M
|
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-489- 6.66% |
$35.8K - $39.1K
|
6.85K
$534K
|
|
|
May 08, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-494- 0.28% |
$36.1K - $39.5K
|
174K
$13.5M
|
|
|
Apr 22, 2024
Q1 2024
|
Sapient Capital LLC
Indianapolis, IN |
SELL
|
- |
-497- 4.28% |
$36.3K - $39.8K
|
11.1K
$866K
|