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 05, 2025
Q1 2025
|
Amg National Trust Bank
|
SELL
|
- |
-33.9K- 4.52% |
$2.54M - $2.88M
|
716K
$63.9M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-34K- 41.34% |
$2.55M - $2.89M
|
48.3K
$4.31M
|
|
|
Apr 30, 2025
Q1 2025
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-34.2K- 1.51% |
$2.56M - $2.9M
|
2.23M
$199M
|
|
|
May 15, 2025
Q1 2025
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-35.5K- 64.2% |
$2.66M - $3.02M
|
19.8K
$1.77M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-35.7K- 15.96% |
$2.67M - $3.03M
|
188K
$16.8M
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-36.1K- 19.92% |
$2.71M - $3.07M
|
145K
$13M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-38.2K- 10.34% |
$2.86M - $3.25M
|
332K
$29.6M
|
|
|
May 05, 2025
Q1 2025
|
Anchor Capital Management Group Inc
Aliso Viejo, CA |
SELL
|
- |
-40K- 20.0% |
$2.99M - $3.4M
|
160K
$14.3M
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-40.5K- 5.75% |
$3.03M - $3.44M
|
664K
$59.2M
|
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-41.3K- 42.58% |
$3.09M - $3.5M
|
55.6K
$4.97M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-42.4K- 12.59% |
$3.18M - $3.6M
|
295K
$26.3M
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-43K- 8.45% |
$3.22M - $3.65M
|
466K
$41.6M
|
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-43.8K- 1.77% |
$3.28M - $3.72M
|
2.43M
$217M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
SELL
|
- |
-45.8K- 28.0% |
$3.43M - $3.89M
|
118K
$10.5M
|
|
|
May 14, 2025
Q1 2025
|
Causeway Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-46.6K- 87.85% |
$3.49M - $3.95M
|
6.44K
$575K
|
|
|
May 09, 2025
Q1 2025
|
Connable Office Inc
|
SELL
|
- |
-49.3K- 19.42% |
$3.69M - $4.19M
|
205K
$18.3M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-52.1K- 24.72% |
$3.9M - $4.43M
|
159K
$14.2M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-54K- 0.24% |
$4.04M - $4.59M
|
22M
$1.96B
|
|
|
Apr 14, 2025
Q1 2025
|
Central Bank & Trust CO
|
SELL
|
- |
-54.4K- 27.22% |
$4.07M - $4.62M
|
146K
$13M
|
|
|
May 12, 2025
Q1 2025
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-54.7K- 68.77% |
$4.1M - $4.65M
|
24.9K
$2.22M
|
|
|
May 08, 2025
Q1 2025
|
Rvw Wealth, LLC
|
SELL
|
- |
-56.3K- 26.76% |
$4.21M - $4.78M
|
154K
$13.8M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-58.6K- 3.84% |
$4.38M - $4.97M
|
1.46M
$131M
|
|
|
May 08, 2025
Q1 2025
|
Sun Life Financial Inc
Toronto, A6 |
SELL
|
- |
-60K- 98.26% |
$4.49M - $5.1M
|
1.06K
$94.8K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-63.2K- 3.05% |
$4.73M - $5.36M
|
2.01M
$179M
|
|
|
May 09, 2025
Q1 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-64.3K- 9.0% |
$4.81M - $5.46M
|
650K
$58M
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-69.2K- 45.34% |
$5.18M - $5.87M
|
83.4K
$7.45M
|
|
|
May 15, 2025
Q1 2025
|
Fullerton Fund Management CO Ltd.
Singapore, U0 |
SELL
|
- |
-70K- 71.76% |
$5.24M - $5.95M
|
27.6K
$2.46M
|
|
|
Apr 28, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-73.5K- 96.43% |
$5.5M - $6.24M
|
2.72K
$243K
|
|
|
May 14, 2025
Q1 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-78.8K- 42.32% |
$5.9M - $6.69M
|
107K
$9.58M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-79.9K- 2.37% |
$5.98M - $6.78M
|
3.29M
$294M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-82.9K- 42.88% |
$6.2M - $7.03M
|
110K
$9.85M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-83.7K- 2.18% |
$6.27M - $7.11M
|
3.75M
$335M
|
|
|
Apr 17, 2025
Q1 2025
|
Ht Partners LLC
|
SELL
|
- |
-83.8K- 14.53% |
$6.27M - $7.12M
|
493K
$44M
|
|
|
Apr 22, 2025
Q1 2025
|
Constellation Investments, Inc.
Montgomery, OH |
SELL
|
- |
-85K- 31.09% |
$6.36M - $7.22M
|
188K
$16.8M
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-87.7K- 15.35% |
$6.57M - $7.45M
|
484K
$43.2M
|
|
|
May 12, 2025
Q1 2025
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-96.1K- 6.13% |
$7.2M - $8.16M
|
1.47M
$131M
|
|
|
May 07, 2025
Q1 2025
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-98.4K- 78.73% |
$7.36M - $8.35M
|
26.6K
$2.37M
|
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
SELL
|
- |
-100K- 58.21% |
$7.51M - $8.52M
|
72.1K
$6.43M
|
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-105K- 65.27% |
$7.84M - $8.89M
|
55.7K
$4.97M
|
|
|
May 13, 2025
Q1 2025
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-106K- 96.89% |
$7.95M - $9.01M
|
3.41K
$304K
|
|
|
May 14, 2025
Q1 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-111K- 6.4% |
$8.32M - $9.44M
|
1.63M
$145M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-114K- 56.53% |
$8.51M - $9.65M
|
87.4K
$7.8M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-117K- 6.19% |
$8.76M - $9.93M
|
1.77M
$158M
|
|
|
Jun 04, 2025
Q1 2025
|
First Hawaiian Bank
|
SELL
|
- |
-122K- 56.07% |
$9.16M - $10.4M
|
95.9K
$8.56M
|
|
|
May 08, 2025
Q1 2025
|
Waterway Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-123K- 19.86% |
$9.21M - $10.4M
|
497K
$44.3M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-124K- 8.77% |
$9.25M - $10.5M
|
1.29M
$115M
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-135K- 17.41% |
$10.1M - $11.5M
|
642K
$57.3M
|
|
|
May 07, 2025
Q1 2025
|
Allen Investment Management LLC
|
SELL
|
- |
-157K- 80.4% |
$11.8M - $13.4M
|
38.4K
$3.43M
|
|
|
May 15, 2025
Q1 2025
|
Marquette Associates, Inc.
Chicago, IL |
SELL
|
- |
-176K- 98.28% |
$13.2M - $14.9M
|
3.07K
$274K
|
|
|
May 12, 2025
Q1 2025
|
Hackensack Meridian Health, Inc.
Edison, NJ |
SELL
|
- |
-182K- 7.52% |
$13.6M - $15.4M
|
2.24M
$200M
|