Purchases and Sales Made in Q1 2024 in Ishares Tr Msci Eafe ETF (EFA)

EFA Quotes by TradingView

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 15, 2024 Q1 2024
Northeast Financial Consultants Inc

Westport, CT
BUY
 -
1K
+ 12.42%
$73.1K - $80K
9.05K $701K
Apr 17, 2024 Q1 2024
Trilogy Capital Inc.

BUY
 -
984
+ 15.96%
$71.9K - $78.8K
7.15K $554K
May 10, 2024 Q1 2024
Evernest Financial Advisors, LLC

Carmel, IN
BUY
 -
979
+ 35.25%
$71.6K - $78.4K
3.76K $291K
Apr 11, 2024 Q1 2024
Optimum Investment Advisors

BUY
 -
975
+ 13.87%
$71.3K - $78K
8.01K $620K
May 10, 2024 Q1 2024
Vanguard Group Inc

Valley Forge, PA
BUY
 -
974
+ 0.69%
$71.2K - $78K
142K $11M
Apr 16, 2024 Q1 2024
Webster Bank, N. A.

BUY
 -
972
+ 1.35%
$71.1K - $77.8K
72.9K $5.65M
Oct 28, 2024 Q1 2024
Highline Wealth Partners LLC

Sherman Oaks, CA
BUY
 -
935
New
$68.4K - $74.8K
935 $72.5K
May 14, 2024 Q1 2024
Lri Investments, LLC

Palm Beach Gardens, FL
BUY
 -
929
New
$67.9K - $74.4K
929 $72K
Jun 13, 2024 Q1 2024
Breakwater Investment Management

Seattle, WA
BUY
 -
929
New
$67.9K - $74.4K
929 $72K
Oct 22, 2024 Q1 2024
Callan Capital, LLC

La Jolla, CA
BUY
 -
926
+ 16.91%
$67.7K - $74.1K
6.4K $496K
May 15, 2024 Q1 2024
Weaver Capital Management LLC

Suwanee, GA
BUY
 -
903
New
$66K - $72.3K
903 $70K
May 01, 2024 Q1 2024
Gryphon Financial Partners LLC

BUY
 -
869
+ 1.78%
$63.5K - $69.6K
49.8K $3.86M
May 10, 2024 Q1 2024
Van Leeuwen & Company, LLC

Princeton, NJ
BUY
 -
869
+ 1.4%
$63.5K - $69.6K
63K $4.88M
May 15, 2024 Q1 2024
Family Management Corp

New York, NY
BUY
 -
852
+ 9.7%
$62.3K - $68.2K
9.64K $747K
May 09, 2024 Q1 2024
Pinnacle Wealth Planning Services, Inc.

BUY
 -
839
+ 1.52%
$61.3K - $67.2K
56K $4.34M
May 10, 2024 Q1 2024
Resurgent Financial Advisors LLC

Atlanta, GA
BUY
 -
822
+ 45.84%
$60.1K - $65.8K
2.62K $203K
May 02, 2024 Q1 2024
Welch & Forbes LLC

BUY
 -
797
+ 2.84%
$58.3K - $63.8K
28.9K $2.24M
May 01, 2024 Q1 2024
Montag & Caldwell, LLC

Atlanta, GA
BUY
 -
789
+ 18.5%
$57.7K - $63.2K
5.05K $392K
Apr 19, 2024 Q1 2024
Zrc Wealth Management, LLC

Santa Rosa, CA
BUY
 -
760
+ 10.73%
$55.6K - $60.8K
7.84K $608K
Sep 06, 2024 Q1 2024
Ted Buchan & CO

San Diego, CA
BUY
 -
753
+ 13.87%
$55.1K - $60.3K
6.18K $479K
Apr 30, 2024 Q1 2024
Cary Street Partners Investment Advisory LLC

Richmond, VA
BUY
 -
736
+ 2.55%
$53.8K - $58.9K
29.6K $2.29M
May 10, 2024 Q1 2024
Lcnb Corp

Lebanon, OH
BUY
 -
728
+ 7.52%
$53.2K - $58.3K
10.4K $806K
Apr 26, 2024 Q1 2024
Blb&B Advisors, LLC

BUY
 -
726
+ 2.59%
$53.1K - $58.1K
28.8K $2.23M
Apr 17, 2024 Q1 2024
Financial Partners Group, LLC

Gallatin, TN
BUY
 -
722
+ 6.92%
$52.8K - $57.8K
11.2K $864K
May 15, 2024 Q1 2024
Harvest Investment Advisors, LLC

Tallahassee, FL
BUY
 -
675
+ 0.51%
$49.3K - $54K
132K $10.2M
May 14, 2024 Q1 2024
Hhm Wealth Advisors, LLC

Chattanooga, TN
BUY
 -
665
+ 23.22%
$48.6K - $53.2K
3.53K $273K
Apr 22, 2024 Q1 2024
Tap Consulting, LLC

BUY
 -
664
+ 1.0%
$48.5K - $53.1K
67.4K $5.22M
Apr 09, 2024 Q1 2024
Ewg Elevate Inc.

BUY
 -
661
+ 1.36%
$48.3K - $52.9K
49.2K $3.82M
May 13, 2024 Q1 2024
Crewe Advisors LLC

BUY
 -
661
+ 1.03%
$48.3K - $52.9K
64.7K $5.01M
May 15, 2024 Q1 2024
Up Strategic Wealth Investment Advisors LLC

Pittsburgh, PA
BUY
 -
654
+ 15.04%
$47.8K - $52.3K
5K $388K
May 07, 2024 Q1 2024
Keudell

BUY
 -
649
+ 7.25%
$47.4K - $51.9K
9.6K $744K
Apr 19, 2024 Q1 2024
Santori & Peters, Inc.

BUY
 -
648
+ 1.23%
$47.4K - $51.9K
53.1K $4.12M
May 13, 2024 Q1 2024
Savvy Advisors, Inc.

New York, NY
BUY
 -
646
+ 7.84%
$47.2K - $51.7K
8.89K $689K
May 03, 2024 Q1 2024
Hallmark Capital Management Inc

BUY
 -
641
New
$46.9K - $51.3K
641 $49.7K
Apr 19, 2024 Q1 2024
Wealthfront Advisers LLC

BUY
 -
625
+ 19.91%
$45.7K - $50K
3.76K $292K
Apr 30, 2024 Q1 2024
Pinnacle Wealth Management Advisory Group, LLC

BUY
 -
625
+ 15.51%
$45.7K - $50K
4.66K $361K
May 14, 2024 Q1 2024
Front Row Advisors LLC

Tiburon, CA
BUY
 -
614
+ 40.39%
$44.9K - $49.1K
2.13K $165K
Apr 16, 2024 Q1 2024
Noble Family Wealth, LLC

Clearwater, FL
BUY
 -
609
+ 0.45%
$44.5K - $48.7K
137K $10.6M
May 06, 2024 Q1 2024
Manchester Capital Management LLC

Manchester, VT
BUY
 -
600
+ 2.37%
$43.9K - $48K
25.9K $2.01M
Apr 08, 2024 Q1 2024
Bath Savings Trust CO

BUY
 -
597
+ 11.56%
$43.6K - $47.8K
5.76K $447K
May 13, 2024 Q1 2024
Fiduciary Trust CO

Boston, MA
BUY
 -
589
+ 0.37%
$43.1K - $47.1K
162K $12.5M
Apr 25, 2024 Q1 2024
Regis Management CO LLC

BUY
 -
580
+ 0.26%
$42.4K - $46.4K
228K $17.7M
Oct 31, 2024 Q1 2024
Westshore Wealth, LLC

BUY
 -
569
+ 2.17%
$41.6K - $45.5K
26.8K $2.08M
Apr 15, 2024 Q1 2024
Arbor Trust Wealth Advisors, LLC

BUY
 -
555
+ 0.81%
$40.6K - $44.4K
69.5K $5.38M
May 13, 2024 Q1 2024
State Of Wyoming

Cheyenne, WY
BUY
 -
554
+ 0.11%
$40.5K - $44.3K
525K $40.7M
Apr 26, 2024 Q1 2024
Triasima Portfolio Management Inc.

BUY
 -
540
+ 2.21%
$39.5K - $43.2K
24.9K $1.93M
Apr 22, 2024 Q1 2024
Aurora Private Wealth, Inc.

BUY
 -
539
+ 13.7%
$39.4K - $43.1K
4.47K $347K
Apr 22, 2024 Q1 2024
Pacific Sage Partners, LLC

Shoreline, WA
BUY
 -
534
+ 10.76%
$39K - $42.7K
5.5K $426K
May 15, 2024 Q1 2024
Hillman Capital Management, Inc.

Bethesda, MD
BUY
 -
522
+ 2.21%
$38.2K - $41.8K
24.2K $1.87M

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