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 13, 2025
Q1 2025
|
Camden Capital, LLC
|
SELL
|
- |
-1.16K- 11.91% |
$86.7K - $98.3K
|
8.57K
$764K
|
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-1.16K- 3.72% |
$86.9K - $98.6K
|
30.1K
$2.68M
|
|
|
May 12, 2025
Q1 2025
|
Wealth Architects, LLC
|
SELL
|
- |
-1.17K- 24.04% |
$87.2K - $98.9K
|
3.68K
$329K
|
|
|
May 12, 2025
Q1 2025
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-1.17K- 8.6% |
$87.4K - $99.2K
|
12.4K
$1.11M
|
|
|
May 14, 2025
Q1 2025
|
F
|
SELL
|
- |
-1.2K- 0.66% |
$89.5K - $102K
|
181K
$16.1M
|
|
|
Apr 25, 2025
Q1 2025
|
West Bancorporation Inc
|
SELL
|
- |
-1.2K- 16.66% |
$90.1K - $102K
|
6.02K
$537K
|
|
|
Apr 30, 2025
Q1 2025
|
Quotient Wealth Partners, LLC
Houston, TX |
SELL
|
- |
-1.21K- 4.9% |
$90.3K - $102K
|
23.4K
$2.09M
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-1.21K- 12.49% |
$90.4K - $103K
|
8.46K
$755K
|
|
|
May 01, 2025
Q1 2025
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-1.22K- 7.58% |
$91.4K - $104K
|
14.9K
$1.33M
|
|
|
Apr 14, 2025
Q1 2025
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-1.23K- 28.69% |
$91.8K - $104K
|
3.05K
$272K
|
|
|
Apr 09, 2025
Q1 2025
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-1.23K- 0.82% |
$92.1K - $104K
|
149K
$13.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Umb Bank, N.A.
|
SELL
|
- |
-1.23K- 0.77% |
$92.3K - $105K
|
159K
$14.2M
|
|
|
May 08, 2025
Q1 2025
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-1.24K- 6.89% |
$92.6K - $105K
|
16.7K
$1.49M
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-1.24K- 18.75% |
$92.7K - $105K
|
5.36K
$479K
|
|
|
Apr 04, 2025
Q1 2025
|
Farmers Trust CO
|
SELL
|
- |
-1.25K- 3.22% |
$93.3K - $106K
|
37.5K
$3.35M
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.26K- 8.06% |
$94K - $107K
|
14.3K
$1.28M
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-1.26K- 30.6% |
$94.2K - $107K
|
2.86K
$255K
|
|
|
Apr 23, 2025
Q1 2025
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-1.26K- 3.75% |
$94.3K - $107K
|
32.3K
$2.88M
|
|
|
Apr 30, 2025
Q1 2025
|
Phillips Financial Management, LLC
|
SELL
|
- |
-1.27K- 2.0% |
$95K - $108K
|
62.3K
$5.56M
|
|
|
May 08, 2025
Q1 2025
|
Howland Capital Management LLC
|
SELL
|
- |
-1.35K- 18.23% |
$101K - $114K
|
6.03K
$538K
|
|
|
May 09, 2025
Q1 2025
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-1.35K- 5.58% |
$101K - $114K
|
22.8K
$2.03M
|
|
|
May 16, 2025
Q1 2025
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-1.35K- 37.66% |
$101K - $115K
|
2.24K
$199K
|
|
|
May 05, 2025
Q1 2025
|
Heritage Investors Management Corp
|
SELL
|
- |
-1.36K- 1.12% |
$102K - $115K
|
120K
$10.7M
|
|
|
Apr 30, 2025
Q1 2025
|
Bridges Investment Management Inc
|
SELL
|
- |
-1.39K- 21.89% |
$104K - $118K
|
4.97K
$444K
|
|
|
Apr 22, 2025
Q1 2025
|
Ledyard National Bank
|
SELL
|
- |
-1.4K- 8.44% |
$105K - $119K
|
15.2K
$1.36M
|
|
|
Apr 30, 2025
Q1 2025
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-1.41K- 30.14% |
$106K - $120K
|
3.28K
$292K
|
|
|
Apr 09, 2025
Q1 2025
|
American National Bank
|
SELL
|
- |
-1.42K- 12.07% |
$106K - $120K
|
10.3K
$920K
|
|
|
Apr 25, 2025
Q1 2025
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-1.43K- 4.6% |
$107K - $121K
|
29.6K
$2.64M
|
|
|
May 02, 2025
Q1 2025
|
Acas, LLC
|
SELL
|
- |
-1.44K- 4.7% |
$107K - $122K
|
29.1K
$2.6M
|
|
|
May 13, 2025
Q1 2025
|
Bright Financial Advisors, Inc.
Portage, MI |
SELL
|
- |
-1.44K- 15.13% |
$108K - $122K
|
8.08K
$721K
|
|
|
May 09, 2025
Q1 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-1.44K- 3.55% |
$108K - $122K
|
39.1K
$3.49M
|
|
|
May 15, 2025
Q1 2025
|
Harding Loevner LP
Bridgewater, NJ |
SELL
|
- |
-1.46K- 7.27% |
$109K - $124K
|
18.6K
$1.66M
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
SELL
|
- |
-1.47K- 18.34% |
$110K - $125K
|
6.54K
$584K
|
|
|
May 14, 2025
Q1 2025
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-1.48K- 1.27% |
$111K - $126K
|
116K
$10.3M
|
|
|
May 08, 2025
Q1 2025
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-1.49K- 8.92% |
$111K - $126K
|
15.2K
$1.35M
|
|
|
May 12, 2025
Q1 2025
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-1.49K- 3.11% |
$112K - $127K
|
46.4K
$4.14M
|
|
|
May 01, 2025
Q1 2025
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-1.5K- 3.05% |
$112K - $127K
|
47.5K
$4.24M
|
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
SELL
|
- |
-1.51K- 4.93% |
$113K - $128K
|
29.2K
$2.6M
|
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-1.51K- 0.17% |
$113K - $128K
|
907K
$80.9M
|
|
|
May 15, 2025
Q1 2025
|
Hall Laurie J Trustee
|
SELL
|
- |
-1.55K- 6.6% |
$116K - $131K
|
21.9K
$1.95M
|
|
|
May 12, 2025
Q1 2025
|
Brightwater Advisory LLC
Tampa, FL |
SELL
|
- |
-1.55K- 6.15% |
$116K - $131K
|
23.6K
$2.11M
|
|
|
Apr 22, 2025
Q1 2025
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-1.57K- 7.4% |
$118K - $133K
|
19.7K
$1.75M
|
|
|
Apr 21, 2025
Q1 2025
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-1.58K- 15.11% |
$118K - $134K
|
8.86K
$791K
|
|
|
May 13, 2025
Q1 2025
|
Bank Ozk
|
SELL
|
- |
-1.58K- 6.48% |
$118K - $134K
|
22.8K
$2.03M
|
|
|
Apr 16, 2025
Q1 2025
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-1.63K- 4.5% |
$122K - $138K
|
34.5K
$3.08M
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-1.63K- 9.29% |
$122K - $138K
|
15.9K
$1.42M
|
|
|
Apr 17, 2025
Q1 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-1.65K- 1.68% |
$124K - $140K
|
97K
$8.66M
|
|
|
Apr 15, 2025
Q1 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-1.67K- 4.33% |
$125K - $142K
|
36.9K
$3.29M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
SELL
|
- |
-1.67K- 0.71% |
$125K - $142K
|
235K
$21M
|
|
|
May 14, 2025
Q1 2025
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-1.67K- 9.91% |
$125K - $142K
|
15.2K
$1.36M
|