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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q1 2024
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-3.11K- 0.69% |
$227K - $249K
|
449K
$34.8M
|
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-3.16K- 27.71% |
$231K - $253K
|
8.25K
$640K
|
|
|
May 14, 2024
Q1 2024
|
Victory Financial Group, LLC
Austin, TX |
SELL
|
- |
-3.22K- 15.33% |
$235K - $258K
|
17.8K
$1.38M
|
|
|
May 08, 2024
Q1 2024
|
Orin Green Financial, LLC
|
SELL
|
- |
-3.23K- 2.96% |
$236K - $258K
|
106K
$8.22M
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-3.23K- 2.27% |
$236K - $259K
|
139K
$10.8M
|
|
|
May 03, 2024
Q1 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-3.24K- 18.97% |
$237K - $259K
|
13.8K
$1.07M
|
|
|
May 14, 2024
Q1 2024
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-3.24K- 2.78% |
$237K - $259K
|
113K
$8.76M
|
|
|
May 14, 2024
Q1 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-3.25K- 1.64% |
$237K - $260K
|
195K
$15.1M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-3.25K- 6.97% |
$237K - $260K
|
43.3K
$3.36M
|
|
|
May 13, 2024
Q1 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-3.35K- 20.12% |
$245K - $268K
|
13.3K
$1.03M
|
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
SELL
|
- |
-3.39K- 0.71% |
$248K - $271K
|
471K
$36.5M
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-3.44K- 6.9% |
$251K - $275K
|
46.4K
$3.6M
|
|
|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-3.45K- 12.42% |
$252K - $276K
|
24.4K
$1.89M
|
|
|
Apr 17, 2024
Q1 2024
|
Caerus Investment Advisors, LLC
|
SELL
|
- |
-3.47K- 4.33% |
$254K - $278K
|
76.7K
$5.95M
|
|
|
May 15, 2024
Q1 2024
|
Ironwood Investment Management LLC
Boston, MA |
SELL
|
- |
-3.62K- 3.31% |
$265K - $290K
|
106K
$8.19M
|
|
|
Apr 23, 2024
Q1 2024
|
Gemmer Asset Management LLC
|
SELL
|
- |
-3.63K- 6.88% |
$265K - $290K
|
49K
$3.8M
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-3.63K- 5.97% |
$265K - $290K
|
57.1K
$4.43M
|
|
|
May 13, 2024
Q1 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-3.67K- 2.05% |
$268K - $293K
|
175K
$13.6M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-3.68K- 12.43% |
$269K - $295K
|
25.9K
$2.01M
|
|
|
Apr 05, 2024
Q1 2024
|
Rvw Wealth, LLC
|
SELL
|
- |
-3.71K- 1.55% |
$271K - $297K
|
235K
$18.2M
|
|
|
May 01, 2024
Q1 2024
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-3.73K- 14.3% |
$272K - $298K
|
22.3K
$1.73M
|
|
|
May 10, 2024
Q1 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-3.73K- 43.02% |
$272K - $298K
|
4.93K
$382K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-3.73K- 11.55% |
$273K - $298K
|
28.5K
$2.21M
|
|
|
Apr 30, 2024
Q1 2024
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-3.76K- 50.0% |
$275K - $301K
|
3.76K
$291K
|
|
|
May 06, 2024
Q1 2024
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-3.78K- 5.37% |
$277K - $303K
|
66.6K
$5.16M
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-3.79K- 7.13% |
$277K - $303K
|
49.4K
$3.83M
|
|
|
Apr 22, 2024
Q1 2024
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-3.84K- 17.03% |
$281K - $308K
|
18.7K
$1.45M
|
|
|
Apr 04, 2024
Q1 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-3.86K- 17.83% |
$282K - $309K
|
17.8K
$1.38M
|
|
|
Apr 23, 2024
Q1 2024
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-3.91K- 1.02% |
$285K - $313K
|
380K
$29.4M
|
|
|
May 08, 2024
Q1 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-3.94K- 13.89% |
$288K - $315K
|
24.4K
$1.89M
|
|
|
May 13, 2024
Q1 2024
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-3.94K- 7.01% |
$288K - $315K
|
52.3K
$4.05M
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-3.95K- 5.44% |
$289K - $316K
|
68.7K
$5.32M
|
|
|
May 13, 2024
Q1 2024
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-4K- 2.57% |
$292K - $320K
|
151K
$11.7M
|
|
|
May 13, 2024
Q1 2024
|
Verger Capital Management LLC
|
SELL
|
- |
-4.04K- 1.44% |
$295K - $323K
|
277K
$21.4M
|
|
|
Aug 22, 2024
Q1 2024
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-4.06K- 0.98% |
$297K - $325K
|
411K
$31.8M
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-4.08K- 12.26% |
$298K - $327K
|
29.2K
$2.26M
|
|
|
Apr 25, 2024
Q1 2024
|
Seven Post Investment Office LP
San Francisco, CA |
SELL
|
- |
-4.09K- 15.52% |
$299K - $328K
|
22.3K
$1.73M
|
|
|
Apr 12, 2024
Q1 2024
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-4.12K- 2.01% |
$301K - $330K
|
201K
$15.6M
|
|
|
May 15, 2024
Q1 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-4.15K- 6.0% |
$303K - $332K
|
65K
$5.04M
|
|
|
Apr 15, 2024
Q1 2024
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-4.15K- 4.3% |
$304K - $332K
|
92.3K
$7.16M
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-4.2K- 16.18% |
$307K - $336K
|
21.7K
$1.68M
|
|
|
Apr 15, 2024
Q1 2024
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
SELL
|
- |
-4.23K- 22.41% |
$309K - $338K
|
14.6K
$1.13M
|
|
|
May 03, 2024
Q1 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-4.25K- 3.12% |
$311K - $340K
|
132K
$10.2M
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
SELL
|
- |
-4.25K- 5.61% |
$311K - $340K
|
71.6K
$5.55M
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-4.28K- 2.34% |
$313K - $342K
|
179K
$13.9M
|
|
|
Aug 14, 2024
Q1 2024
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-4.28K- 4.05% |
$313K - $343K
|
101K
$7.86M
|
|
|
May 03, 2024
Q1 2024
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-4.31K- 13.54% |
$315K - $345K
|
27.5K
$2.13M
|
|
|
May 13, 2024
Q1 2024
|
Jsf Financial, LLC
|
SELL
|
- |
-4.32K- 32.25% |
$316K - $346K
|
9.08K
$704K
|
|
|
May 06, 2024
Q1 2024
|
Amg National Trust Bank
|
SELL
|
- |
-4.35K- 0.55% |
$318K - $348K
|
793K
$61.5M
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-4.36K- 2.8% |
$319K - $349K
|
151K
$11.7M
|