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 |
---|---|---|---|---|---|---|---|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
66.8K+ 23.06% |
$4.88M - $5.35M
|
356K
$27.6M
|
|
Apr 10, 2024
Q1 2024
|
Btc Capital Management, Inc.
|
BUY
|
- |
65.3K+ 19.24% |
$4.77M - $5.22M
|
404K
$31.3M
|
|
May 14, 2024
Q1 2024
|
Granby Capital Management, LLC
|
BUY
|
- |
65KNew |
$4.75M - $5.2M
|
65K
$5.04M
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
63.9KNew |
$4.67M - $5.12M
|
63.9K
$4.96M
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
63.1K+ 7.5% |
$4.61M - $5.05M
|
904K
$70.1M
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
62.3K+ 13.42% |
$4.56M - $4.99M
|
527K
$40.8M
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
60K+ 2706.99% |
$4.39M - $4.81M
|
62.3K
$4.83M
|
|
May 15, 2024
Q1 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
59.5K+ 10.99% |
$4.35M - $4.76M
|
601K
$46.6M
|
|
Apr 22, 2024
Q1 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
55.9K+ 17.11% |
$4.09M - $4.48M
|
383K
$29.7M
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
55.5K+ 8.39% |
$4.06M - $4.44M
|
716K
$55.5M
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
53.4KNew |
$3.91M - $4.28M
|
53.4K
$4.14M
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
51.8K+ 4.82% |
$3.78M - $4.14M
|
1.13M
$87.3M
|
|
May 15, 2024
Q1 2024
|
Inspire Trust Co, N.A.
Reno, NV |
BUY
|
- |
51.7K+ 69.77% |
$3.78M - $4.14M
|
126K
$9.75M
|
|
May 15, 2024
Q1 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
51.7KNew |
$3.78M - $4.14M
|
51.7K
$4.01M
|
|
Apr 11, 2024
Q1 2024
|
Central Bank & Trust CO
|
BUY
|
- |
49.4K+ 38.93% |
$3.61M - $3.95M
|
176K
$13.7M
|
|
May 14, 2024
Q1 2024
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
49K+ 20.61% |
$3.58M - $3.92M
|
287K
$22.2M
|
|
May 14, 2024
Q1 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
47.6K+ 22.01% |
$3.48M - $3.81M
|
264K
$20.4M
|
|
May 14, 2024
Q1 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
45.6K+ 390.14% |
$3.33M - $3.65M
|
57.3K
$4.44M
|
|
May 14, 2024
Q1 2024
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
45KNew |
$3.29M - $3.6M
|
45K
$3.49M
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
44.1K+ 46.36% |
$3.22M - $3.53M
|
139K
$10.8M
|
|
May 15, 2024
Q1 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
44K+ 1.97% |
$3.22M - $3.52M
|
2.28M
$177M
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
44K+ 46.24% |
$3.22M - $3.52M
|
139K
$10.8M
|
|
May 14, 2024
Q1 2024
|
Select Asset Management & Trust
Mechanicsburg, PA |
BUY
|
- |
44K+ 24.72% |
$3.22M - $3.52M
|
222K
$17.2M
|
|
May 14, 2024
Q1 2024
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
43.2K+ 169.22% |
$3.15M - $3.45M
|
68.7K
$5.32M
|
|
May 13, 2024
Q1 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
43.1K+ 116.26% |
$3.15M - $3.45M
|
80.1K
$6.21M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
41.7K+ 47.94% |
$3.05M - $3.34M
|
129K
$9.98M
|
|
May 14, 2024
Q1 2024
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
BUY
|
- |
40.3KNew |
$2.95M - $3.23M
|
40.3K
$3.13M
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
39.9K+ 49.93% |
$2.92M - $3.19M
|
120K
$9.28M
|
|
Apr 11, 2024
Q1 2024
|
Executive Wealth Group LLC
Kirkland, WA |
BUY
|
- |
39.8K+ 200.0% |
$2.91M - $3.19M
|
59.7K
$4.63M
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
38.6K+ 6.69% |
$2.83M - $3.09M
|
616K
$47.7M
|
|
Apr 19, 2024
Q1 2024
|
Fluent Financial, LLC
|
BUY
|
- |
37.4K+ 65.34% |
$2.74M - $2.99M
|
94.7K
$7.34M
|
|
May 15, 2024
Q1 2024
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
37.1K+ 8.16% |
$2.71M - $2.97M
|
491K
$38.1M
|
|
May 14, 2024
Q1 2024
|
Credit Agricole S A
|
BUY
|
- |
36.1K+ 47.0% |
$2.64M - $2.89M
|
113K
$8.76M
|
|
May 01, 2024
Q1 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
35K+ 9.33% |
$2.56M - $2.8M
|
411K
$31.8M
|
|
May 14, 2024
Q1 2024
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
34.9K+ 4.23% |
$2.55M - $2.79M
|
858K
$66.5M
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
33.7K+ 1.69% |
$2.47M - $2.7M
|
2.03M
$157M
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
33.7K+ 11.86% |
$2.46M - $2.7M
|
318K
$24.6M
|
|
May 14, 2024
Q1 2024
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
33.6K+ 62.49% |
$2.46M - $2.69M
|
87.4K
$6.78M
|
|
May 13, 2024
Q1 2024
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
33.6K+ 31.93% |
$2.46M - $2.69M
|
139K
$10.8M
|
|
May 09, 2024
Q1 2024
|
Mizuho Markets Americas LLC
|
BUY
|
- |
32.3KNew |
$2.36M - $2.58M
|
32.3K
$2.5M
|
|
May 15, 2024
Q1 2024
|
William Howard & CO Financial Advisors Inc
Memphis, TN |
BUY
|
- |
31.5KNew |
$2.3M - $2.52M
|
31.5K
$2.44M
|
|
May 14, 2024
Q1 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
30.4K+ 11.31% |
$2.23M - $2.44M
|
300K
$23.2M
|
|
Apr 23, 2024
Q1 2024
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
29.3K+ 178.84% |
$2.14M - $2.34M
|
45.6K
$3.54M
|
|
May 10, 2024
Q1 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
28.2KNew |
$2.07M - $2.26M
|
28.2K
$2.19M
|
|
May 03, 2024
Q1 2024
|
Paulson Wealth Management Inc.
|
BUY
|
- |
27.1K+ 6.52% |
$1.98M - $2.17M
|
442K
$34.3M
|
|
May 14, 2024
Q1 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
26.7K+ 7.16% |
$1.95M - $2.13M
|
399K
$30.9M
|
|
Apr 19, 2024
Q1 2024
|
Advisor Resource Council
|
BUY
|
- |
26.4K+ 794.46% |
$1.93M - $2.11M
|
29.7K
$2.3M
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
26.1K+ 957.05% |
$1.91M - $2.09M
|
28.8K
$2.23M
|
|
Apr 25, 2024
Q1 2024
|
Financial Insights, Inc.
|
BUY
|
- |
25.9K+ 636.68% |
$1.89M - $2.07M
|
29.9K
$2.32M
|
|
May 13, 2024
Q1 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
24.6KNew |
$1.8M - $1.97M
|
24.6K
$1.9M
|