Purchases and Sales Made in Q1 2025 in Ishares Tr Msci Eafe ETF (EFA)
This table provides information about the institutional ownership of Ishares Tr Msci Eafe ETF (EFA) during Q1 2025. 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, 2025
Q1 2025
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
298+ 465.63% |
$22.3K - $25.3K
|
362
$32.3K
|
|
|
May 15, 2025
Q1 2025
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
295+ 4.86% |
$22.1K - $25K
|
6.37K
$568K
|
|
|
May 14, 2025
Q1 2025
|
Resolute Advisors LLC
|
BUY
|
- |
283+ 0.3% |
$21.2K - $24K
|
93.4K
$8.33M
|
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
BUY
|
- |
276New |
$20.7K - $23.4K
|
276
$24.6K
|
|
|
May 15, 2025
Q1 2025
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
276+ 0.19% |
$20.7K - $23.4K
|
142K
$12.7M
|
|
|
May 14, 2025
Q1 2025
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
266+ 0.18% |
$19.9K - $22.6K
|
147K
$13.1M
|
|
|
Apr 25, 2025
Q1 2025
|
Augustine Asset Management Inc
|
BUY
|
- |
263+ 8.12% |
$19.7K - $22.3K
|
3.5K
$313K
|
|
|
May 08, 2025
Q1 2025
|
Glassman Wealth Services
|
BUY
|
- |
263+ 21.84% |
$19.7K - $22.3K
|
1.47K
$131K
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
258+ 1.22% |
$19.3K - $21.9K
|
21.5K
$1.92M
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
255+ 4.92% |
$19.1K - $21.6K
|
5.44K
$485K
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
255+ 1.55% |
$19.1K - $21.6K
|
16.7K
$1.49M
|
|
|
May 09, 2025
Q1 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
250+ 2.23% |
$18.7K - $21.2K
|
11.4K
$1.02M
|
|
|
Apr 29, 2025
Q1 2025
|
Sonata Capital Group Inc
|
BUY
|
- |
247+ 7.8% |
$18.5K - $21K
|
3.41K
$305K
|
|
|
Apr 22, 2025
Q1 2025
|
Keudell
|
BUY
|
- |
245+ 2.33% |
$18.3K - $20.8K
|
10.8K
$961K
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
245+ 1.81% |
$18.3K - $20.8K
|
13.8K
$1.23M
|
|
|
Apr 23, 2025
Q1 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
242+ 0.41% |
$18.1K - $20.5K
|
59.2K
$5.28M
|
|
|
May 12, 2025
Q1 2025
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
236+ 2.22% |
$17.7K - $20K
|
10.9K
$971K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
235+ 2.29% |
$17.6K - $19.9K
|
10.5K
$936K
|
|
|
Apr 21, 2025
Q1 2025
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
234+ 4.12% |
$17.5K - $19.9K
|
5.92K
$528K
|
|
|
Apr 11, 2025
Q1 2025
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
233+ 2.93% |
$17.4K - $19.8K
|
8.2K
$731K
|
|
|
May 08, 2025
Q1 2025
|
North Star Asset Management Inc
|
BUY
|
- |
233+ 4.49% |
$17.4K - $19.8K
|
5.42K
$484K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
229+ 3.74% |
$17.1K - $19.4K
|
6.35K
$567K
|
|
|
May 15, 2025
Q1 2025
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
229+ 4.22% |
$17.1K - $19.4K
|
5.66K
$505K
|
|
|
Apr 07, 2025
Q1 2025
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
227+ 2.18% |
$17K - $19.3K
|
10.6K
$949K
|
|
|
Apr 10, 2025
Q1 2025
|
Boltwood Capital Management
|
BUY
|
- |
218+ 0.67% |
$16.3K - $18.5K
|
32.7K
$2.92M
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
213+ 1.91% |
$15.9K - $18.1K
|
11.4K
$1.02M
|
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
BUY
|
- |
213+ 1.76% |
$15.9K - $18.1K
|
12.3K
$1.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
208+ 4.59% |
$15.6K - $17.7K
|
4.74K
$423K
|
|
|
May 13, 2025
Q1 2025
|
Adviser Investments LLC
|
BUY
|
- |
208+ 0.24% |
$15.6K - $17.7K
|
88.5K
$7.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Northeast Investment Management
|
BUY
|
- |
207+ 1.59% |
$15.5K - $17.6K
|
13.2K
$1.18M
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
205+ 42.18% |
$15.3K - $17.4K
|
691
$61.7K
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
204+ 1.97% |
$15.3K - $17.3K
|
10.5K
$940K
|
|
|
May 02, 2025
Q1 2025
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
203+ 0.4% |
$15.2K - $17.2K
|
50.9K
$4.55M
|
|
|
May 13, 2025
Q1 2025
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
199+ 46.71% |
$14.9K - $16.9K
|
625
$55.8K
|
|
|
Apr 30, 2025
Q1 2025
|
Leavell Investment Management, Inc.
|
BUY
|
- |
198+ 3.61% |
$14.8K - $16.8K
|
5.69K
$507K
|
|
|
Apr 08, 2025
Q1 2025
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
191+ 3.38% |
$14.3K - $16.2K
|
5.85K
$522K
|
|
|
May 08, 2025
Q1 2025
|
Cheviot Value Management, LLC
|
BUY
|
- |
190New |
$14.2K - $16.1K
|
190
$17K
|
|
|
May 01, 2025
Q1 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
186+ 0.73% |
$13.9K - $15.8K
|
25.5K
$2.28M
|
|
|
May 05, 2025
Q1 2025
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
186+ 2.54% |
$13.9K - $15.8K
|
7.5K
$669K
|
|
|
May 15, 2025
Q1 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
184+ 1.04% |
$13.8K - $15.6K
|
17.9K
$1.6M
|
|
|
May 01, 2025
Q1 2025
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
182+ 2.21% |
$13.6K - $15.4K
|
8.43K
$752K
|
|
|
May 01, 2025
Q1 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
180+ 5.58% |
$13.5K - $15.3K
|
3.41K
$304K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
180+ 4.25% |
$13.5K - $15.3K
|
4.42K
$394K
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
180+ 0.25% |
$13.5K - $15.3K
|
71.9K
$6.42M
|
|
|
May 07, 2025
Q1 2025
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
175+ 2.75% |
$13.1K - $14.9K
|
6.54K
$584K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
173+ 29.57% |
$12.9K - $14.7K
|
758
$67.6K
|
|
|
May 15, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
171New |
$12.8K - $14.5K
|
171
$15.3K
|
|
|
Apr 09, 2025
Q1 2025
|
Cypress Financial Planning LLC
|
BUY
|
- |
166+ 1.74% |
$12.4K - $14.1K
|
9.69K
$865K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
142+ 1.14% |
$10.6K - $12.1K
|
12.6K
$1.13M
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
140+ 1.97% |
$10.5K - $11.9K
|
7.24K
$646K
|