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 18, 2024
Q1 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-891- 20.45% |
$65.1K - $71.3K
|
3.47K
$284K
|
|
|
May 13, 2024
Q1 2024
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-893- 2.9% |
$65.3K - $71.5K
|
29.9K
$2.45M
|
|
|
Apr 22, 2024
Q1 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-898- 5.42% |
$65.7K - $71.9K
|
15.7K
$1.28M
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-900- 14.01% |
$65.8K - $72K
|
5.53K
$453K
|
|
|
Apr 02, 2024
Q1 2024
|
Lbj Family Wealth Advisors, Ltd.
|
SELL
|
- |
-946- 0.99% |
$69.2K - $75.7K
|
94.5K
$7.74M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-949- 8.48% |
$69.4K - $76K
|
10.2K
$839K
|
|
|
Apr 15, 2024
Q1 2024
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-959- 1.14% |
$70.1K - $76.8K
|
83.4K
$6.83M
|
|
|
Apr 12, 2024
Q1 2024
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-967- 11.14% |
$70.7K - $77.4K
|
7.71K
$632K
|
|
|
May 15, 2024
Q1 2024
|
Xml Financial, LLC
|
SELL
|
- |
-968- 2.3% |
$70.8K - $77.5K
|
41.1K
$3.37M
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-969- 7.42% |
$70.8K - $77.6K
|
12.1K
$991K
|
|
|
Apr 11, 2024
Q1 2024
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-979- 2.22% |
$71.6K - $78.4K
|
43.1K
$3.53M
|
|
|
Apr 12, 2024
Q1 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-979- 2.59% |
$71.6K - $78.4K
|
36.9K
$3.02M
|
|
|
May 01, 2024
Q1 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-984- 1.87% |
$71.9K - $78.8K
|
51.6K
$4.23M
|
|
|
May 13, 2024
Q1 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-985- 11.61% |
$72K - $78.8K
|
7.5K
$614K
|
|
|
Apr 25, 2024
Q1 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-989- 5.31% |
$72.3K - $79.2K
|
17.6K
$1.45M
|
|
|
May 03, 2024
Q1 2024
|
Del Sette Capital Management, LLC
|
SELL
|
- |
-990- 6.0% |
$72.4K - $79.2K
|
15.5K
$1.27M
|
|
|
May 13, 2024
Q1 2024
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-998- 0.61% |
$73K - $79.9K
|
164K
$13.4M
|
|
|
May 13, 2024
Q1 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-1.02K- 1.69% |
$74.7K - $81.8K
|
59.5K
$4.87M
|
|
|
Apr 16, 2024
Q1 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-1.03K- 14.61% |
$75.1K - $82.2K
|
6K
$492K
|
|
|
May 15, 2024
Q1 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-1.04K- 2.98% |
$75.7K - $82.9K
|
33.7K
$2.76M
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-1.04K- 9.62% |
$76.1K - $83.3K
|
9.78K
$802K
|
|
|
Apr 29, 2024
Q1 2024
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-1.05K- 1.06% |
$76.6K - $83.9K
|
97.7K
$8.01M
|
|
|
Apr 19, 2024
Q1 2024
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-1.07K- 10.86% |
$77.9K - $85.3K
|
8.75K
$717K
|
|
|
May 10, 2024
Q1 2024
|
Providence First Trust CO
|
SELL
|
- |
-1.07K- 1.88% |
$78.1K - $85.5K
|
55.8K
$4.57M
|
|
|
Apr 17, 2024
Q1 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-1.07K- 27.88% |
$78.4K - $85.9K
|
2.78K
$227K
|
|
|
Apr 15, 2024
Q1 2024
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-1.09K- 4.46% |
$79.7K - $87.2K
|
23.3K
$1.91M
|
|
|
Apr 23, 2024
Q1 2024
|
Leverty Financial Group, LLC
|
SELL
|
- |
-1.1K- 2.26% |
$80.1K - $87.7K
|
47.4K
$3.88M
|
|
|
Apr 18, 2024
Q1 2024
|
Bill Few Associates, Inc.
|
SELL
|
- |
-1.1K- 26.06% |
$80.2K - $87.8K
|
3.11K
$255K
|
|
|
May 02, 2024
Q1 2024
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-1.12K- 3.21% |
$82K - $89.8K
|
33.8K
$2.77M
|
|
|
May 10, 2024
Q1 2024
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-1.12K- 2.36% |
$82.1K - $89.9K
|
46.4K
$3.8M
|
|
|
Apr 22, 2024
Q1 2024
|
Bank Of Stockton
|
SELL
|
- |
-1.13K- 11.49% |
$82.8K - $90.6K
|
8.72K
$714K
|
|
|
May 01, 2024
Q1 2024
|
Precision Wealth Strategies, LLC
|
SELL
|
- |
-1.14K- 20.37% |
$83.1K - $91K
|
4.45K
$364K
|
|
|
Apr 30, 2024
Q1 2024
|
West Bancorporation Inc
|
SELL
|
- |
-1.14K- 10.33% |
$83.3K - $91.2K
|
9.89K
$810K
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-1.15K- 35.36% |
$83.8K - $91.7K
|
2.1K
$172K
|
|
|
May 15, 2024
Q1 2024
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-1.15K- 1.12% |
$83.8K - $91.7K
|
101K
$8.27M
|
|
|
Apr 11, 2024
Q1 2024
|
Rockland Trust CO
|
SELL
|
- |
-1.15K- 4.35% |
$84.3K - $92.3K
|
25.3K
$2.08M
|
|
|
Apr 15, 2024
Q1 2024
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-1.16K- 10.22% |
$84.7K - $92.7K
|
10.2K
$834K
|
|
|
May 13, 2024
Q1 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-1.16K- 8.43% |
$84.8K - $92.8K
|
12.6K
$1.03M
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.16K- 21.08% |
$84.9K - $92.9K
|
4.35K
$356K
|
|
|
Apr 15, 2024
Q1 2024
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-1.17K- 30.47% |
$85.7K - $93.8K
|
2.68K
$219K
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-1.21K- 5.56% |
$88.6K - $97K
|
20.6K
$1.69M
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.21K- 19.58% |
$88.6K - $97K
|
4.98K
$408K
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.21K- 18.44% |
$88.8K - $97.2K
|
5.37K
$440K
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.22K- 1.55% |
$89.1K - $97.6K
|
77.2K
$6.33M
|
|
|
Apr 23, 2024
Q1 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-1.23K- 1.37% |
$90K - $98.5K
|
88.6K
$7.26M
|
|
|
May 03, 2024
Q1 2024
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-1.29K- 2.22% |
$94K - $103K
|
56.7K
$4.65M
|
|
|
Apr 11, 2024
Q1 2024
|
City Holding CO
|
SELL
|
- |
-1.29K- 2.14% |
$94.1K - $103K
|
59K
$4.83M
|
|
|
May 03, 2024
Q1 2024
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-1.3K- 21.45% |
$95K - $104K
|
4.76K
$390K
|
|
|
Apr 30, 2024
Q1 2024
|
Legacy Advisors, LLC
|
SELL
|
- |
-1.3K- 31.19% |
$95.2K - $104K
|
2.87K
$235K
|
|
|
Apr 29, 2024
Q1 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-1.3K- 1.01% |
$95.3K - $104K
|
127K
$10.4M
|