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 01, 2024
Q1 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
7.71K+ 1532.8% |
$564K - $617K
|
8.21K
$640K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
7.71K+ 10.84% |
$563K - $617K
|
78.8K
$6.14M
|
|
|
May 01, 2024
Q1 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
7.61K+ 82.99% |
$556K - $609K
|
16.8K
$1.31M
|
|
|
May 10, 2024
Q1 2024
|
Jordan Park Group LLC
|
BUY
|
- |
7.55KNew |
$552K - $604K
|
7.55K
$588K
|
|
|
Apr 15, 2024
Q1 2024
|
Prosperity Planning, Inc.
|
BUY
|
- |
7.54K+ 3.44% |
$551K - $604K
|
227K
$17.6M
|
|
|
May 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
7.5K+ 11.97% |
$549K - $601K
|
70.2K
$5.47M
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
7.5K+ 84.61% |
$548K - $600K
|
16.4K
$1.27M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
7.42K+ 33.69% |
$542K - $594K
|
29.4K
$2.29M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
7.38K+ 18.58% |
$540K - $591K
|
47.1K
$3.67M
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
7.35K+ 9.93% |
$537K - $588K
|
81.3K
$6.34M
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
7.33K+ 4.86% |
$536K - $587K
|
158K
$12.3M
|
|
|
Apr 24, 2024
Q1 2024
|
Country Club Bank
|
BUY
|
- |
7.31K+ 2.01% |
$535K - $585K
|
372K
$29M
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
7.3K+ 26.84% |
$534K - $584K
|
34.5K
$2.69M
|
|
|
May 15, 2024
Q1 2024
|
Causeway Capital Management LLC
Los Angeles, CA |
BUY
|
- |
7.24KNew |
$529K - $579K
|
7.24K
$564K
|
|
|
May 08, 2024
Q1 2024
|
Berkshire Money Management, Inc.
|
BUY
|
- |
7.21K+ 5.28% |
$527K - $577K
|
144K
$11.2M
|
|
|
Apr 16, 2024
Q1 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
7.2K+ 9.05% |
$526K - $576K
|
86.7K
$6.76M
|
|
|
Apr 17, 2024
Q1 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
7.18KNew |
$525K - $575K
|
7.18K
$559K
|
|
|
Apr 29, 2024
Q1 2024
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
BUY
|
- |
7.1KNew |
$519K - $568K
|
7.1K
$553K
|
|
|
Apr 22, 2024
Q1 2024
|
Rovin Capital
|
BUY
|
- |
7.09K+ 42.3% |
$518K - $568K
|
23.9K
$1.86M
|
|
|
May 13, 2024
Q1 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
7.05K+ 17.93% |
$515K - $564K
|
46.4K
$3.61M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.8K+ 0.77% |
$497K - $544K
|
893K
$69.6M
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
6.8K+ 5.3% |
$497K - $544K
|
135K
$10.5M
|
|
|
May 08, 2024
Q1 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
6.78K+ 3.12% |
$496K - $543K
|
224K
$17.5M
|
|
|
Apr 12, 2024
Q1 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
6.67K+ 9.65% |
$487K - $534K
|
75.8K
$5.9M
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
6.59K+ 47035.71% |
$481K - $527K
|
6.6K
$514K
|
|
|
May 01, 2024
Q1 2024
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
6.58K+ 7.34% |
$481K - $527K
|
96.2K
$7.5M
|
|
|
May 14, 2024
Q1 2024
|
Miller Investment Management, LP
West Conshohocken, PA |
BUY
|
- |
6.54K+ 0.86% |
$478K - $523K
|
770K
$60M
|
|
|
May 15, 2024
Q1 2024
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
6.52KNew |
$476K - $522K
|
6.52K
$508K
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
6.49K+ 0.92% |
$475K - $520K
|
715K
$55.7M
|
|
|
Apr 23, 2024
Q1 2024
|
Precedent Wealth Partners, LLC
Houston, TX |
BUY
|
- |
6.35K+ 4.99% |
$464K - $508K
|
134K
$10.4M
|
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
6.19KNew |
$452K - $495K
|
6.19K
$482K
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
6.16KNew |
$451K - $493K
|
6.16K
$480K
|
|
|
May 07, 2024
Q1 2024
|
Pointe Capital Management LLC
|
BUY
|
- |
6.14K+ 51.87% |
$449K - $491K
|
18K
$1.4M
|
|
|
May 10, 2024
Q1 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
6.09K+ 81.53% |
$445K - $488K
|
13.6K
$1.06M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
5.77K+ 1.7% |
$422K - $462K
|
346K
$26.9M
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
BUY
|
- |
5.42K+ 1.97% |
$396K - $434K
|
281K
$21.9M
|
|
|
May 10, 2024
Q1 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
5.4K+ 43.93% |
$395K - $432K
|
17.7K
$1.38M
|
|
|
Apr 10, 2024
Q1 2024
|
Parkside Advisors LLC
|
BUY
|
- |
5.39K+ 1.78% |
$394K - $431K
|
307K
$24M
|
|
|
Apr 30, 2024
Q1 2024
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
5.24K+ 1.43% |
$383K - $419K
|
372K
$29M
|
|
|
Apr 24, 2024
Q1 2024
|
4 Thought Financial Group Inc.
|
BUY
|
- |
5.14K+ 7.11% |
$376K - $412K
|
77.5K
$6.04M
|
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
5.05K+ 4.89% |
$369K - $404K
|
108K
$8.43M
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
5.05K+ 47.3% |
$369K - $404K
|
15.7K
$1.22M
|
|
|
May 08, 2024
Q1 2024
|
Letko, Brosseau & Associates Inc
Montreal, A8 |
BUY
|
- |
5.03KNew |
$367K - $402K
|
5.03K
$391K
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
4.98K+ 2.99% |
$364K - $399K
|
172K
$13.4M
|
|
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
4.98K+ 47.97% |
$364K - $398K
|
15.4K
$1.2M
|
|
|
Apr 16, 2024
Q1 2024
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
4.78K+ 155.95% |
$349K - $383K
|
7.85K
$611K
|
|
|
May 07, 2024
Q1 2024
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
4.78K+ 6.59% |
$349K - $383K
|
77.3K
$6.03M
|
|
|
May 01, 2024
Q1 2024
|
Hassell Wealth Management, LLC
Houma, LA |
BUY
|
- |
4.76KNew |
$348K - $381K
|
4.76K
$371K
|
|
|
May 13, 2024
Q1 2024
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
4.75K+ 170.98% |
$347K - $380K
|
7.53K
$586K
|
|
|
May 09, 2024
Q1 2024
|
Councilmark Asset Management, LLC
Knoxville, TN |
BUY
|
- |
4.68KNew |
$342K - $375K
|
4.68K
$365K
|