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 10, 2024
Q1 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-500- 1.89% |
$36.6K - $40K
|
26K
$2.03M
|
|
|
Apr 10, 2024
Q1 2024
|
Private Capital Management LLC
|
SELL
|
- |
-500- 2.46% |
$36.6K - $40K
|
19.9K
$1.55M
|
|
|
May 15, 2024
Q1 2024
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-500- 6.27% |
$36.6K - $40K
|
7.47K
$582K
|
|
|
Apr 17, 2024
Q1 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-503- 9.86% |
$36.8K - $40.3K
|
4.6K
$358K
|
|
|
May 06, 2024
Q1 2024
|
Leisure Capital Management
|
SELL
|
- |
-504- 7.21% |
$36.8K - $40.3K
|
6.49K
$506K
|
|
|
Apr 12, 2024
Q1 2024
|
Flower City Capital
|
SELL
|
- |
-508- 0.78% |
$37.1K - $40.7K
|
64.7K
$5.04M
|
|
|
Apr 12, 2024
Q1 2024
|
Steph & CO
|
SELL
|
- |
-513- 2.39% |
$37.5K - $41.1K
|
21K
$1.64M
|
|
|
May 14, 2024
Q1 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-517- 0.68% |
$37.8K - $41.4K
|
75.8K
$5.91M
|
|
|
May 15, 2024
Q1 2024
|
Ascent Group, LLC
|
SELL
|
- |
-519- 12.7% |
$37.9K - $41.5K
|
3.57K
$278K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-524- 4.63% |
$38.3K - $41.9K
|
10.8K
$842K
|
|
|
Apr 03, 2024
Q1 2024
|
Arden Trust CO
|
SELL
|
- |
-528- 12.85% |
$38.6K - $42.3K
|
3.58K
$279K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-528- 65.51% |
$38.6K - $42.3K
|
278
$21.7K
|
|
|
Apr 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-529- 1.73% |
$38.7K - $42.3K
|
30.1K
$2.35M
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-529- 3.61% |
$38.7K - $42.3K
|
14.1K
$1.1M
|
|
|
Apr 16, 2024
Q1 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-535- 4.11% |
$39.1K - $42.8K
|
12.5K
$974K
|
|
|
May 09, 2024
Q1 2024
|
Reston Wealth Management LLC
|
SELL
|
- |
-537- 5.89% |
$39.3K - $43K
|
8.58K
$669K
|
|
|
Apr 17, 2024
Q1 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-538- 1.14% |
$39.3K - $43.1K
|
46.5K
$3.63M
|
|
|
Apr 26, 2024
Q1 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-540- 9.3% |
$39.5K - $43.2K
|
5.27K
$411K
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-545- 3.23% |
$39.8K - $43.6K
|
16.3K
$1.27M
|
|
|
May 14, 2024
Q1 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-547- 12.47% |
$40K - $43.8K
|
3.84K
$299K
|
|
|
Apr 11, 2024
Q1 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-549- 0.71% |
$40.1K - $43.9K
|
76.6K
$5.97M
|
|
|
Apr 15, 2024
Q1 2024
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-550- 7.07% |
$40.2K - $44K
|
7.23K
$564K
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-550- 17.54% |
$40.2K - $44K
|
2.59K
$201K
|
|
|
May 14, 2024
Q1 2024
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-555- 27.05% |
$40.6K - $44.4K
|
1.5K
$117K
|
|
|
May 08, 2024
Q1 2024
|
Portland Global Advisors LLC
|
SELL
|
- |
-559- 0.22% |
$40.9K - $44.7K
|
249K
$19.4M
|
|
|
May 13, 2024
Q1 2024
|
Tfo Tdc, LLC
|
SELL
|
- |
-560- 10.45% |
$40.9K - $44.8K
|
4.8K
$374K
|
|
|
Apr 03, 2024
Q1 2024
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-562- 41.72% |
$41.1K - $45K
|
785
$61.2K
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-575- 5.45% |
$42K - $46K
|
9.98K
$777K
|
|
|
May 08, 2024
Q1 2024
|
Hills Bank & Trust CO
|
SELL
|
- |
-596- 0.34% |
$43.6K - $47.7K
|
174K
$13.6M
|
|
|
Apr 25, 2024
Q1 2024
|
Tnf LLC
|
SELL
|
- |
-599- 4.57% |
$43.8K - $47.9K
|
12.5K
$975K
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-600- 3.47% |
$43.9K - $48K
|
16.7K
$1.3M
|
|
|
May 14, 2024
Q1 2024
|
Ramirez Asset Management, Inc.
New York, NY |
SELL
|
- |
-600- 54.55% |
$43.9K - $48K
|
500
$39K
|
|
|
May 15, 2024
Q1 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-603- 11.5% |
$44.1K - $48.3K
|
4.64K
$362K
|
|
|
May 15, 2024
Q1 2024
|
Community Bank, N.A.
|
SELL
|
- |
-606- 1.82% |
$44.3K - $48.5K
|
32.8K
$2.55M
|
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-610- 7.24% |
$44.6K - $48.8K
|
7.82K
$609K
|
|
|
May 02, 2024
Q1 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-610- 3.87% |
$44.6K - $48.8K
|
15.2K
$1.18M
|
|
|
May 06, 2024
Q1 2024
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-611- 15.09% |
$44.7K - $48.9K
|
3.44K
$268K
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-615- 0.84% |
$45K - $49.2K
|
72.7K
$5.66M
|
|
|
Apr 11, 2024
Q1 2024
|
D. Scott Neal, Inc.
|
SELL
|
- |
-619- 7.27% |
$45.3K - $49.5K
|
7.9K
$615K
|
|
|
Apr 18, 2024
Q1 2024
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-619- 6.68% |
$45.3K - $49.5K
|
8.65K
$674K
|
|
|
Apr 23, 2024
Q1 2024
|
Busey Wealth Management
|
SELL
|
- |
-620- 1.92% |
$45.3K - $49.6K
|
31.7K
$2.47M
|
|
|
Apr 11, 2024
Q1 2024
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-623- 1.85% |
$45.5K - $49.9K
|
33.1K
$2.58M
|
|
|
May 14, 2024
Q1 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-625- 2.67% |
$45.7K - $50K
|
22.8K
$1.78M
|
|
|
Apr 30, 2024
Q1 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-626- 16.7% |
$45.8K - $50.1K
|
3.12K
$243K
|
|
|
May 15, 2024
Q1 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-630- 7.42% |
$46.1K - $50.4K
|
7.86K
$612K
|
|
|
Apr 12, 2024
Q1 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-639- 12.39% |
$46.7K - $51.1K
|
4.52K
$352K
|
|
|
May 06, 2024
Q1 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-639- 10.66% |
$46.7K - $51.1K
|
5.36K
$417K
|
|
|
Apr 12, 2024
Q1 2024
|
Charles Schwab Trust CO
|
SELL
|
- |
-650- 13.13% |
$47.5K - $52K
|
4.3K
$335K
|
|
|
Apr 29, 2024
Q1 2024
|
Lansing Street Advisors
|
SELL
|
- |
-668- 5.21% |
$48.8K - $53.5K
|
12.2K
$948K
|
|
|
May 15, 2024
Q1 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-668- 6.93% |
$48.8K - $53.5K
|
8.97K
$699K
|