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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2025
Q1 2025
|
Embree Financial Group
Chicago, IL |
SELL
|
- |
-3.46K- 13.17% |
$259K - $294K
|
22.8K
$2.04M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.46K- 0.47% |
$259K - $294K
|
734K
$65.5M
|
|
|
Apr 09, 2025
Q1 2025
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-3.47K- 0.69% |
$260K - $294K
|
501K
$44.7M
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-3.5K- 5.5% |
$262K - $297K
|
60K
$5.36M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-3.55K- 26.6% |
$266K - $301K
|
9.8K
$874K
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.56K- 4.21% |
$266K - $302K
|
80.9K
$7.22M
|
|
|
Apr 16, 2025
Q1 2025
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-3.57K- 10.46% |
$267K - $303K
|
30.5K
$2.72M
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-3.57K- 11.04% |
$267K - $303K
|
28.8K
$2.57M
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
SELL
|
- |
-3.59K- 0.21% |
$268K - $304K
|
1.7M
$152M
|
|
|
May 13, 2025
Q1 2025
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-3.64K- 0.85% |
$272K - $309K
|
423K
$37.8M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-3.77K- 6.95% |
$282K - $320K
|
50.5K
$4.51M
|
|
|
May 02, 2025
Q1 2025
|
Easterly Investment Partners LLC
|
SELL
|
- |
-3.83K- 30.74% |
$287K - $325K
|
8.63K
$770K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-3.86K- 3.43% |
$289K - $328K
|
109K
$9.7M
|
|
|
Apr 25, 2025
Q1 2025
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-3.89K- 11.01% |
$291K - $330K
|
31.4K
$2.81M
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-3.94K- 8.03% |
$295K - $334K
|
45.1K
$4.02M
|
|
|
Apr 24, 2025
Q1 2025
|
Santori & Peters, Inc.
|
SELL
|
- |
-3.95K- 7.27% |
$296K - $335K
|
50.4K
$4.5M
|
|
|
May 12, 2025
Q1 2025
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-3.95K- 3.52% |
$296K - $336K
|
108K
$9.68M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.99K- 16.54% |
$299K - $339K
|
20.2K
$1.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Fluent Financial, LLC
|
SELL
|
- |
-4.1K- 3.9% |
$307K - $348K
|
101K
$9M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-4.1K- 11.81% |
$307K - $348K
|
30.6K
$2.73M
|
|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-4.12K- 2.77% |
$308K - $350K
|
144K
$12.9M
|
|
|
Apr 09, 2025
Q1 2025
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-4.14K- 9.82% |
$310K - $351K
|
38K
$3.39M
|
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-4.26K- 52.4% |
$319K - $362K
|
3.87K
$346K
|
|
|
May 14, 2025
Q1 2025
|
Country Trust Bank
|
SELL
|
- |
-4.29K- 14.12% |
$321K - $364K
|
26.1K
$2.33M
|
|
|
May 12, 2025
Q1 2025
|
Lighthouse Financial LLC
Largo, FL |
SELL
|
- |
-4.3K- 27.94% |
$322K - $365K
|
11.1K
$990K
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-4.32K- 33.28% |
$324K - $367K
|
8.67K
$773K
|
|
|
Apr 09, 2025
Q1 2025
|
Parkside Advisors LLC
|
SELL
|
- |
-4.38K- 1.23% |
$328K - $372K
|
351K
$31.3M
|
|
|
May 15, 2025
Q1 2025
|
Harvest Investment Services, LLC
|
SELL
|
- |
-4.39K- 43.29% |
$329K - $373K
|
5.75K
$513K
|
|
|
May 15, 2025
Q1 2025
|
Destination Wealth Management
|
SELL
|
- |
-4.43K- 1.01% |
$331K - $376K
|
432K
$38.6M
|
|
|
Apr 25, 2025
Q1 2025
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
SELL
|
- |
-4.47K- 13.49% |
$334K - $379K
|
28.6K
$2.56M
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-4.52K- 43.57% |
$338K - $384K
|
5.86K
$523K
|
|
|
May 15, 2025
Q1 2025
|
Finward Bancorp
Munster, IN |
SELL
|
- |
-4.53K- 41.91% |
$339K - $384K
|
6.27K
$560K
|
|
|
Apr 24, 2025
Q1 2025
|
Salus Financial Advisors, LLC
Colorado Springs, CO |
SELL
|
- |
-4.53K- 12.05% |
$339K - $385K
|
33.1K
$2.95M
|
|
|
May 09, 2025
Q1 2025
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-4.55K- 24.11% |
$340K - $386K
|
14.3K
$1.28M
|
|
|
May 12, 2025
Q1 2025
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-4.56K- 5.63% |
$341K - $387K
|
76.4K
$6.82M
|
|
|
May 07, 2025
Q1 2025
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-4.6K- 6.54% |
$344K - $390K
|
65.7K
$5.87M
|
|
|
May 12, 2025
Q1 2025
|
Addison Advisors LLC
|
SELL
|
- |
-4.7K- 95.11% |
$352K - $399K
|
242
$21.6K
|
|
|
Apr 28, 2025
Q1 2025
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-4.82K- 52.54% |
$360K - $409K
|
4.35K
$388K
|
|
|
Apr 17, 2025
Q1 2025
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-4.98K- 3.86% |
$372K - $422K
|
124K
$11M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-4.99K- 3.79% |
$373K - $423K
|
127K
$11.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-5.01K- 20.07% |
$375K - $425K
|
20K
$1.78M
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
SELL
|
- |
-5.14K- 10.98% |
$384K - $436K
|
41.6K
$3.72M
|
|
|
May 07, 2025
Q1 2025
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-5.2K- 54.81% |
$389K - $441K
|
4.28K
$382K
|
|
|
Apr 28, 2025
Q1 2025
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-5.21K- 6.85% |
$390K - $442K
|
70.8K
$6.32M
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-5.43K- 31.96% |
$406K - $461K
|
11.6K
$1.03M
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-5.44K- 4.68% |
$407K - $462K
|
111K
$9.88M
|
|
|
Apr 30, 2025
Q1 2025
|
Ntv Asset Management LLC
|
SELL
|
- |
-5.45K- 12.65% |
$408K - $463K
|
37.6K
$3.36M
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-5.56K- 7.0% |
$416K - $472K
|
73.9K
$6.59M
|
|
|
May 15, 2025
Q1 2025
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-5.71K- 3.09% |
$427K - $484K
|
179K
$16M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-5.79K- 12.74% |
$433K - $491K
|
39.7K
$3.54M
|