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
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
11.1K+ 3.49% |
$833K - $945K
|
330K
$29.4M
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
10.9K+ 6.64% |
$817K - $927K
|
175K
$15.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
10.8K+ 62.67% |
$805K - $914K
|
27.9K
$2.49M
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
10.7K+ 41.11% |
$803K - $911K
|
36.8K
$3.29M
|
|
|
Apr 28, 2025
Q1 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
10.6KNew |
$795K - $902K
|
10.6K
$948K
|
|
|
May 01, 2025
Q1 2025
|
3 Edge Asset Management, LP
|
BUY
|
- |
10.4KNew |
$782K - $887K
|
10.4K
$932K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
10.4K+ 18.6% |
$779K - $883K
|
66.4K
$5.92M
|
|
|
Apr 22, 2025
Q1 2025
|
Brewster Financial Planning LLC
|
BUY
|
- |
10.3K+ 3.38% |
$771K - $874K
|
315K
$28.1M
|
|
|
May 15, 2025
Q1 2025
|
Summit Tx Capital, L.P.
Fort Worth, TX |
BUY
|
- |
10.3KNew |
$770K - $874K
|
10.3K
$918K
|
|
|
May 15, 2025
Q1 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
10.3K+ 12.17% |
$769K - $872K
|
94.8K
$8.46M
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
10.1K+ 2.61% |
$753K - $854K
|
395K
$35.3M
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
9.96K+ 1.04% |
$745K - $845K
|
970K
$86.5M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
9.83K+ 83.22% |
$736K - $835K
|
21.6K
$1.93M
|
|
|
May 01, 2025
Q1 2025
|
Pittenger & Anderson Inc
|
BUY
|
- |
9.8K+ 4.21% |
$734K - $832K
|
243K
$21.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
BUY
|
- |
9.68K+ 156.69% |
$724K - $822K
|
15.9K
$1.41M
|
|
|
May 12, 2025
Q1 2025
|
Paulson Wealth Management Inc.
|
BUY
|
- |
9.61K+ 2.43% |
$719K - $815K
|
404K
$36.1M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
9.46K+ 6.01% |
$708K - $803K
|
167K
$14.9M
|
|
|
May 01, 2025
Q1 2025
|
Oldfather Financial Services, LLC
|
BUY
|
- |
9.32K+ 8.93% |
$698K - $791K
|
114K
$10.1M
|
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
9.23KNew |
$691K - $783K
|
9.23K
$824K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
9.13K+ 13.51% |
$683K - $775K
|
76.7K
$6.84M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.07K+ 2.28% |
$679K - $770K
|
407K
$36.3M
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
8.88K+ 2.74% |
$664K - $754K
|
333K
$29.7M
|
|
|
May 05, 2025
Q1 2025
|
Mainstay Capital Management LLC
|
BUY
|
- |
8.83KNew |
$661K - $749K
|
8.83K
$788K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
8.65K+ 1.24% |
$647K - $734K
|
706K
$63M
|
|
|
May 14, 2025
Q1 2025
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
8.61K+ 12.02% |
$644K - $731K
|
80.2K
$7.16M
|
|
|
May 12, 2025
Q1 2025
|
American Alpha Advisors, LLC
New York, NY |
BUY
|
- |
8.56K+ 7.39% |
$641K - $726K
|
124K
$11.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
8.53KNew |
$638K - $724K
|
8.53K
$761K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
8.3K+ 3.63% |
$622K - $705K
|
237K
$21.2M
|
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
8.3KNew |
$621K - $705K
|
8.3K
$741K
|
|
|
May 14, 2025
Q1 2025
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
8.14K+ 4.14% |
$609K - $691K
|
205K
$18.3M
|
|
|
May 12, 2025
Q1 2025
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
8.05KNew |
$603K - $683K
|
8.05K
$718K
|
|
|
May 08, 2025
Q1 2025
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
8.03KNew |
$601K - $682K
|
8.03K
$717K
|
|
|
Apr 21, 2025
Q1 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
7.87K+ 4.15% |
$589K - $668K
|
198K
$17.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Axis Wealth Partners, LLC
East Providence, RI |
BUY
|
- |
7.87K+ 188.55% |
$589K - $668K
|
12.1K
$1.08M
|
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
7.77KNew |
$581K - $659K
|
7.77K
$693K
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
7.66K+ 3.88% |
$573K - $650K
|
205K
$18.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
7.56K+ 10.73% |
$566K - $642K
|
78K
$6.96M
|
|
|
May 02, 2025
Q1 2025
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
7.51KNew |
$562K - $637K
|
7.51K
$670K
|
|
|
Apr 16, 2025
Q1 2025
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
7.48KNew |
$560K - $635K
|
7.48K
$667K
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
7.2K+ 94.91% |
$539K - $612K
|
14.8K
$1.32M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.15K+ 0.64% |
$535K - $607K
|
1.13M
$101M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
7.05K+ 55.45% |
$527K - $598K
|
19.8K
$1.76M
|
|
|
May 13, 2025
Q1 2025
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
7.04K+ 243.6% |
$527K - $598K
|
9.93K
$886K
|
|
|
May 14, 2025
Q1 2025
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
BUY
|
- |
6.95KNew |
$520K - $590K
|
6.95K
$620K
|
|
|
May 14, 2025
Q1 2025
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
6.87K+ 90.77% |
$514K - $583K
|
14.4K
$1.29M
|
|
|
May 13, 2025
Q1 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
6.87K+ 13.64% |
$514K - $583K
|
57.2K
$5.1M
|
|
|
Apr 14, 2025
Q1 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
6.86K+ 13.39% |
$514K - $583K
|
58.1K
$5.19M
|
|
|
May 12, 2025
Q1 2025
|
First American Trust, Fsb
|
BUY
|
- |
6.86K+ 57.21% |
$513K - $582K
|
18.9K
$1.68M
|
|
|
May 01, 2025
Q1 2025
|
Fifth Third Securities, Inc.
|
BUY
|
- |
6.79K+ 42.98% |
$508K - $576K
|
22.6K
$2.02M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
6.54KNew |
$489K - $555K
|
6.54K
$583K
|