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 |
|---|---|---|---|---|---|---|---|
|
Nov 22, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
12.6K+ 8.86% |
$920K - $1.01M
|
155K
$12M
|
|
|
Apr 29, 2024
Q1 2024
|
Mcdaniel Terry & CO
|
BUY
|
- |
12.6KNew |
$919K - $1.01M
|
12.6K
$974K
|
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
BUY
|
- |
12.5K+ 27.43% |
$916K - $1M
|
58.2K
$4.51M
|
|
|
Apr 25, 2024
Q1 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
12.2K+ 5.79% |
$895K - $980K
|
224K
$17.3M
|
|
|
May 03, 2024
Q1 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
12.2KNew |
$894K - $979K
|
12.2K
$948K
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
12.2K+ 1.67% |
$894K - $979K
|
746K
$57.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
12.2K+ 19.83% |
$893K - $977K
|
73.8K
$5.72M
|
|
|
May 01, 2024
Q1 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
12.1K+ 8.32% |
$886K - $970K
|
158K
$12.2M
|
|
|
Apr 11, 2024
Q1 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
12.1K+ 8.09% |
$882K - $965K
|
161K
$12.5M
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
12KNew |
$874K - $957K
|
12K
$927K
|
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
11.8K+ 322.47% |
$863K - $944K
|
15.5K
$1.2M
|
|
|
May 13, 2024
Q1 2024
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
11.8KNew |
$861K - $943K
|
11.8K
$913K
|
|
|
Apr 18, 2024
Q1 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
11.8K+ 1.34% |
$861K - $942K
|
892K
$69.2M
|
|
|
May 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
11.3K+ 25.62% |
$830K - $908K
|
55.6K
$4.31M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
11.3K+ 3.81% |
$825K - $903K
|
307K
$23.8M
|
|
|
May 15, 2024
Q1 2024
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
11.1KNew |
$814K - $891K
|
11.1K
$862K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
11.1K+ 578.96% |
$813K - $890K
|
13K
$1.01M
|
|
|
May 10, 2024
Q1 2024
|
Davis R M Inc
Portland, ME |
BUY
|
- |
10.9K+ 114.44% |
$799K - $875K
|
20.5K
$1.59M
|
|
|
Apr 29, 2024
Q1 2024
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
10.9K+ 12.61% |
$797K - $872K
|
97.4K
$7.54M
|
|
|
Jul 31, 2024
Q1 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
10.9KNew |
$797K - $872K
|
10.9K
$845K
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
10.9K+ 5.18% |
$797K - $872K
|
221K
$17.2M
|
|
|
May 03, 2024
Q1 2024
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
10.6K+ 4.7% |
$777K - $851K
|
237K
$18.3M
|
|
|
Apr 11, 2024
Q1 2024
|
Single Point Partners, LLC
|
BUY
|
- |
10.4KNew |
$762K - $834K
|
10.4K
$808K
|
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
10.4K+ 103.39% |
$760K - $833K
|
20.5K
$1.59M
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
10.3K+ 9.89% |
$756K - $828K
|
115K
$8.9M
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
10.3K+ 11.87% |
$752K - $823K
|
96.9K
$7.51M
|
|
|
Apr 29, 2024
Q1 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
10.1KNew |
$739K - $809K
|
10.1K
$783K
|
|
|
May 10, 2024
Q1 2024
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
9.95KNew |
$728K - $797K
|
9.95K
$771K
|
|
|
May 14, 2024
Q1 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
9.76K+ 214.6% |
$714K - $781K
|
14.3K
$1.11M
|
|
|
May 20, 2024
Q1 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
9.62KNew |
$703K - $770K
|
9.62K
$746K
|
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
BUY
|
- |
9.52K+ 26.44% |
$696K - $762K
|
45.5K
$3.53M
|
|
|
May 06, 2024
Q1 2024
|
Empowered Funds, LLC
|
BUY
|
- |
9.48KNew |
$693K - $759K
|
9.48K
$735K
|
|
|
May 01, 2024
Q1 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
9.39K+ 34.51% |
$686K - $751K
|
36.6K
$2.83M
|
|
|
May 15, 2024
Q1 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
9.31K+ 153.97% |
$681K - $745K
|
15.4K
$1.19M
|
|
|
May 15, 2024
Q1 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
9.2K+ 4.56% |
$673K - $737K
|
211K
$16.4M
|
|
|
Apr 19, 2024
Q1 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
9.05K+ 9.2% |
$661K - $724K
|
107K
$8.32M
|
|
|
May 15, 2024
Q1 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
9K+ 84.51% |
$658K - $720K
|
19.7K
$1.52M
|
|
|
May 14, 2024
Q1 2024
|
Capital Advantage, Inc.
|
BUY
|
- |
8.94K+ 26.01% |
$654K - $716K
|
43.3K
$3.36M
|
|
|
May 01, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
8.92K+ 41.25% |
$652K - $714K
|
30.5K
$2.37M
|
|
|
May 09, 2024
Q1 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
8.88KNew |
$649K - $710K
|
8.88K
$688K
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
8.78K+ 17.39% |
$642K - $703K
|
59.3K
$4.59M
|
|
|
May 02, 2024
Q1 2024
|
Clayton Financial Group LLC
St. Louis, MO |
BUY
|
- |
8.75KNew |
$640K - $701K
|
8.75K
$678K
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
8.62K+ 63.77% |
$630K - $690K
|
22.1K
$1.71M
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
8.6K+ 1.4% |
$629K - $688K
|
623K
$48.3M
|
|
|
May 14, 2024
Q1 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
8.46K+ 55.67% |
$618K - $677K
|
23.6K
$1.83M
|
|
|
May 14, 2024
Q1 2024
|
Destination Wealth Management
|
BUY
|
- |
8.27K+ 1.94% |
$605K - $662K
|
434K
$33.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
8.19K+ 46.45% |
$599K - $656K
|
25.8K
$2M
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
7.91K+ 8.54% |
$578K - $633K
|
101K
$7.79M
|
|
|
Apr 18, 2024
Q1 2024
|
Burt Wealth Advisors
|
BUY
|
- |
7.73KNew |
$565K - $619K
|
7.73K
$599K
|
|
|
Apr 15, 2024
Q1 2024
|
Corundum Group, Inc.
|
BUY
|
- |
7.71K+ 6.85% |
$564K - $617K
|
120K
$9.32M
|