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 13, 2024
Q1 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
2.2K+ 57.84% |
$161K - $176K
|
6K
$465K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2.14KNew |
$156K - $171K
|
2.14K
$166K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.07K+ 1.7% |
$151K - $165K
|
123K
$9.56M
|
|
|
May 06, 2024
Q1 2024
|
Spinnaker Trust
|
BUY
|
- |
2.02K+ 43.88% |
$147K - $161K
|
6.61K
$513K
|
|
|
May 14, 2024
Q1 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
1.98K+ 3.67% |
$145K - $158K
|
55.9K
$4.33M
|
|
|
May 14, 2024
Q1 2024
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
1.9K+ 7.32% |
$139K - $152K
|
27.9K
$2.16M
|
|
|
Apr 25, 2024
Q1 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
1.8K+ 7.37% |
$132K - $144K
|
26.2K
$2.03M
|
|
|
Apr 16, 2024
Q1 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.78K+ 3.14% |
$130K - $143K
|
58.5K
$4.53M
|
|
|
Apr 12, 2024
Q1 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
1.76K+ 5.27% |
$129K - $141K
|
35.2K
$2.73M
|
|
|
May 01, 2024
Q1 2024
|
Ramsay, Stattman, Vela & Price, Inc.
|
BUY
|
- |
1.71K+ 2.29% |
$125K - $137K
|
76.4K
$5.92M
|
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
BUY
|
- |
1.7K+ 20.32% |
$125K - $136K
|
10.1K
$782K
|
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
BUY
|
- |
1.69K+ 2.69% |
$124K - $136K
|
64.7K
$5.02M
|
|
|
Apr 15, 2024
Q1 2024
|
Apeiron Ria LLC
|
BUY
|
- |
1.63K+ 24.49% |
$119K - $131K
|
8.29K
$643K
|
|
|
May 13, 2024
Q1 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
1.58K+ 9.61% |
$115K - $126K
|
18K
$1.39M
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.55KNew |
$113K - $124K
|
1.55K
$120K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.51K+ 4.47% |
$110K - $121K
|
35.2K
$2.73M
|
|
|
May 09, 2024
Q1 2024
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
1.5K+ 2.97% |
$110K - $120K
|
51.9K
$4.02M
|
|
|
Apr 23, 2024
Q1 2024
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
1.47K+ 5.31% |
$107K - $117K
|
29.1K
$2.25M
|
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
1.44K+ 11.08% |
$105K - $115K
|
14.4K
$1.12M
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.43K+ 11.63% |
$105K - $114K
|
13.7K
$1.06M
|
|
|
Apr 10, 2024
Q1 2024
|
Greenfield Savings Bank
|
BUY
|
- |
1.41K+ 8.82% |
$103K - $113K
|
17.4K
$1.35M
|
|
|
Apr 25, 2024
Q1 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
1.41K+ 2.37% |
$103K - $113K
|
61K
$4.73M
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.41K+ 0.08% |
$103K - $113K
|
1.85M
$143M
|
|
|
Apr 17, 2024
Q1 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
1.41K+ 139.44% |
$103K - $113K
|
2.42K
$187K
|
|
|
Apr 01, 2024
Q1 2024
|
Appleton Partners Inc
|
BUY
|
- |
1.4K+ 4.36% |
$103K - $112K
|
33.6K
$2.61M
|
|
|
Apr 25, 2024
Q1 2024
|
Oldfather Financial Services, LLC
|
BUY
|
- |
1.38K+ 1.37% |
$101K - $110K
|
102K
$7.91M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.35KNew |
$98.8K - $108K
|
1.35K
$105K
|
|
|
May 14, 2024
Q1 2024
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
1.32K+ 1.13% |
$96.8K - $106K
|
119K
$9.21M
|
|
|
May 10, 2024
Q1 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.3K+ 17.65% |
$95K - $104K
|
8.67K
$672K
|
|
|
Apr 17, 2024
Q1 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
1.28K+ 10.12% |
$93.4K - $102K
|
13.9K
$1.08M
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.26K+ 1.7% |
$92.3K - $101K
|
75.4K
$5.84M
|
|
|
Apr 25, 2024
Q1 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
1.26K+ 5.78% |
$91.8K - $101K
|
23K
$1.78M
|
|
|
Apr 15, 2024
Q1 2024
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
1.24K+ 32.82% |
$90.9K - $99.6K
|
5.03K
$390K
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
1.23K+ 1.83% |
$90.2K - $98.8K
|
68.5K
$5.31M
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.23K+ 40.64% |
$89.9K - $98.4K
|
4.25K
$330K
|
|
|
Apr 24, 2024
Q1 2024
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
1.23K+ 27.55% |
$89.6K - $98K
|
5.67K
$440K
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
BUY
|
- |
1.22K+ 238.28% |
$89.2K - $97.6K
|
1.73K
$134K
|
|
|
May 09, 2024
Q1 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
1.19K+ 56.4% |
$87.3K - $95.6K
|
3.31K
$257K
|
|
|
Apr 12, 2024
Q1 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.19K+ 20.05% |
$87.1K - $95.4K
|
7.14K
$553K
|
|
|
May 15, 2024
Q1 2024
|
Camden Capital, LLC
|
BUY
|
- |
1.19K+ 13.94% |
$86.6K - $94.8K
|
9.69K
$751K
|
|
|
May 09, 2024
Q1 2024
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
1.18K+ 0.48% |
$86.6K - $94.8K
|
247K
$19.2M
|
|
|
Apr 23, 2024
Q1 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
1.18K+ 4.39% |
$86.3K - $94.5K
|
28.1K
$2.18M
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
BUY
|
- |
1.14K+ 0.76% |
$83K - $90.8K
|
151K
$11.7M
|
|
|
May 08, 2024
Q1 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.12K+ 2.68% |
$82K - $89.7K
|
43K
$3.33M
|
|
|
Apr 10, 2024
Q1 2024
|
American National Bank
|
BUY
|
- |
1.09K+ 10.96% |
$79.7K - $87.2K
|
11K
$855K
|
|
|
May 14, 2024
Q1 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.08K+ 2.15% |
$78.7K - $86.1K
|
51.1K
$3.96M
|
|
|
May 01, 2024
Q1 2024
|
Family Firm, Inc.
|
BUY
|
- |
1.08K+ 1.67% |
$78.6K - $86K
|
65.3K
$5.06M
|
|
|
May 06, 2024
Q1 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
1.07KNew |
$77.9K - $85.2K
|
1.07K
$82.5K
|
|
|
Apr 29, 2024
Q1 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
1.03K+ 3.53% |
$75.4K - $82.6K
|
30.3K
$2.35M
|
|
|
May 15, 2024
Q1 2024
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
1K+ 35.71% |
$73.1K - $80K
|
3.8K
$295K
|