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 01, 2025
Q1 2025
|
Lbj Family Wealth Advisors, Ltd.
|
SELL
|
- |
-16.1K- 17.27% |
$1.2M - $1.37M
|
77.1K
$6.88M
|
|
|
May 15, 2025
Q1 2025
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-16.2K- 22.84% |
$1.22M - $1.38M
|
54.9K
$4.9M
|
|
|
Apr 10, 2025
Q1 2025
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-16.3K- 30.66% |
$1.22M - $1.39M
|
36.9K
$3.3M
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
SELL
|
- |
-16.7K- 32.89% |
$1.25M - $1.41M
|
34K
$3.03M
|
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-16.8K- 18.45% |
$1.26M - $1.43M
|
74.3K
$6.63M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-17K- 15.11% |
$1.27M - $1.44M
|
95.4K
$8.51M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-17.4K- 2.81% |
$1.3M - $1.48M
|
602K
$53.7M
|
|
|
May 08, 2025
Q1 2025
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-17.6K- 19.61% |
$1.32M - $1.5M
|
72.3K
$6.46M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-18K- 79.52% |
$1.34M - $1.52M
|
4.62K
$413K
|
|
|
Apr 14, 2025
Q1 2025
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-18K- 5.82% |
$1.35M - $1.53M
|
292K
$26.1M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-18.7K- 1.92% |
$1.4M - $1.59M
|
957K
$85.4M
|
|
|
Apr 09, 2025
Q1 2025
|
Ewg Elevate Inc.
|
SELL
|
- |
-18.9K- 36.53% |
$1.42M - $1.61M
|
32.9K
$2.93M
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-18.9K- 69.86% |
$1.42M - $1.61M
|
8.17K
$729K
|
|
|
Apr 10, 2025
Q1 2025
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-19.3K- 77.45% |
$1.44M - $1.64M
|
5.61K
$501K
|
|
|
Apr 21, 2025
Q1 2025
|
Colony Family Offices, LLC
|
SELL
|
- |
-19.5K- 91.04% |
$1.46M - $1.66M
|
1.92K
$172K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-20.2K- 2.45% |
$1.51M - $1.71M
|
804K
$71.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-20.3K- 3.85% |
$1.52M - $1.72M
|
506K
$45.1M
|
|
|
May 15, 2025
Q1 2025
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-20.6K- 98.26% |
$1.54M - $1.75M
|
365
$32.6K
|
|
|
May 07, 2025
Q1 2025
|
Nvwm, LLC
|
SELL
|
- |
-20.8K- 48.65% |
$1.56M - $1.76M
|
21.9K
$1.96M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-20.9K- 66.66% |
$1.56M - $1.77M
|
10.4K
$932K
|
|
|
May 12, 2025
Q1 2025
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-20.9K- 1.97% |
$1.56M - $1.77M
|
1.04M
$92.6M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-21K- 3.67% |
$1.57M - $1.78M
|
550K
$49.1M
|
|
|
Apr 24, 2025
Q1 2025
|
Amara Financial, Llc.
San Francisco, CA |
SELL
|
- |
-21.6K- 29.71% |
$1.62M - $1.83M
|
51.1K
$4.56M
|
|
|
May 07, 2025
Q1 2025
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-22K- 40.81% |
$1.64M - $1.86M
|
31.8K
$2.84M
|
|
|
May 07, 2025
Q1 2025
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-22.2K- 72.92% |
$1.66M - $1.89M
|
8.25K
$736K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-22.3K- 34.48% |
$1.67M - $1.89M
|
42.4K
$3.78M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-22.3K- 25.16% |
$1.67M - $1.9M
|
66.5K
$5.93M
|
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-22.4K- 10.99% |
$1.68M - $1.9M
|
181K
$16.2M
|
|
|
May 06, 2025
Q1 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-22.6K- 12.91% |
$1.69M - $1.92M
|
153K
$13.6M
|
|
|
May 05, 2025
Q1 2025
|
1 St Source Bank
|
SELL
|
- |
-22.7K- 4.79% |
$1.7M - $1.93M
|
452K
$40.3M
|
|
|
May 15, 2025
Q1 2025
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-23.2K- 28.89% |
$1.74M - $1.97M
|
57.2K
$5.1M
|
|
|
May 05, 2025
Q1 2025
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-23.5K- 17.01% |
$1.76M - $1.99M
|
114K
$10.2M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-23.6K- 2.02% |
$1.76M - $2M
|
1.14M
$102M
|
|
|
Apr 10, 2025
Q1 2025
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-25.5K- 18.61% |
$1.91M - $2.16M
|
112K
$9.95M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-25.7K- 27.6% |
$1.92M - $2.18M
|
67.4K
$6.01M
|
|
|
May 14, 2025
Q1 2025
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-25.8K- 74.25% |
$1.93M - $2.19M
|
8.95K
$799K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-26.1K- 0.88% |
$1.95M - $2.21M
|
2.93M
$261M
|
|
|
May 14, 2025
Q1 2025
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-26.4K- 60.89% |
$1.97M - $2.24M
|
16.9K
$1.51M
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-26.4K- 5.41% |
$1.98M - $2.25M
|
463K
$41.3M
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
SELL
|
- |
-27K- 98.82% |
$2.02M - $2.29M
|
323
$28.8K
|
|
|
May 13, 2025
Q1 2025
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-27.1K- 50.61% |
$2.03M - $2.3M
|
26.4K
$2.36M
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-27.5K- 53.84% |
$2.06M - $2.34M
|
23.6K
$2.11M
|
|
|
Apr 28, 2025
Q1 2025
|
Sageworth Trust CO
|
SELL
|
- |
-28.4K- 87.8% |
$2.13M - $2.41M
|
3.95K
$352K
|
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-28.6K- 21.58% |
$2.14M - $2.43M
|
104K
$9.29M
|
|
|
Apr 01, 2025
Q1 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-29.2K- 21.46% |
$2.19M - $2.48M
|
107K
$9.55M
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-31.8K- 64.35% |
$2.38M - $2.7M
|
17.6K
$1.57M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-31.8K- 8.55% |
$2.38M - $2.7M
|
340K
$30.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Parisi Gray Wealth Management
|
SELL
|
- |
-32.1K- 33.62% |
$2.4M - $2.73M
|
63.4K
$5.66M
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-32.3K- 84.52% |
$2.42M - $2.74M
|
5.92K
$528K
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-33.8K- 8.08% |
$2.53M - $2.87M
|
385K
$34.3M
|