Purchases and Sales Made in Q2 2025 in Ishares Tr Msci Eafe ETF (EFA)
This table provides information about the institutional ownership of Ishares Tr Msci Eafe ETF (EFA) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2025
Q2 2025
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
240+ 4.26% |
$17.5K - $21.7K
|
5.88K
$560K
|
|
|
Jul 15, 2025
Q2 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
235+ 1.43% |
$17.1K - $21.2K
|
16.7K
$1.59M
|
|
|
Aug 08, 2025
Q2 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
235+ 9.64% |
$17.1K - $21.2K
|
2.67K
$255K
|
|
|
Jul 28, 2025
Q2 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
229+ 9.02% |
$16.7K - $20.7K
|
2.77K
$264K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
226+ 30.58% |
$16.5K - $20.4K
|
965
$91.9K
|
|
|
Jul 31, 2025
Q2 2025
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
226+ 0.21% |
$16.5K - $20.4K
|
108K
$10.3M
|
|
|
Aug 04, 2025
Q2 2025
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
226+ 0.65% |
$16.5K - $20.4K
|
34.9K
$3.32M
|
|
|
Aug 11, 2025
Q2 2025
|
Long Road Investment Counsel, LLC
|
BUY
|
- |
225+ 1.52% |
$16.4K - $20.3K
|
15.1K
$1.44M
|
|
|
Jul 10, 2025
Q2 2025
|
Rockland Trust CO
|
BUY
|
- |
224+ 0.95% |
$16.3K - $20.2K
|
23.7K
$2.26M
|
|
|
Jul 10, 2025
Q2 2025
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
224+ 4.07% |
$16.3K - $20.2K
|
5.73K
$545K
|
|
|
Jul 17, 2025
Q2 2025
|
Oak Family Advisors, LLC
|
BUY
|
- |
220+ 4.31% |
$16.1K - $19.9K
|
5.33K
$507K
|
|
|
Aug 06, 2025
Q2 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
220+ 2.73% |
$16.1K - $19.9K
|
8.28K
$788K
|
|
|
Aug 14, 2025
Q2 2025
|
Blue Chip Partners, Inc.
|
BUY
|
- |
218+ 7.04% |
$15.9K - $19.7K
|
3.32K
$316K
|
|
|
Aug 11, 2025
Q2 2025
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
217+ 1.51% |
$15.8K - $19.6K
|
14.6K
$1.39M
|
|
|
Jul 17, 2025
Q2 2025
|
Smith Anglin Financial, LLC
|
BUY
|
- |
204+ 0.77% |
$14.9K - $18.4K
|
26.8K
$2.55M
|
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
202+ 8.15% |
$14.7K - $18.3K
|
2.68K
$255K
|
|
|
Jul 22, 2025
Q2 2025
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
200+ 4.16% |
$14.6K - $18.1K
|
5.01K
$477K
|
|
|
Jul 25, 2025
Q2 2025
|
Spc Financial, Inc.
|
BUY
|
- |
200+ 1.96% |
$14.6K - $18.1K
|
10.4K
$993K
|
|
|
Aug 05, 2025
Q2 2025
|
Elyxium Wealth, LLC
San Mateo, CA |
BUY
|
- |
200+ 0.71% |
$14.6K - $18.1K
|
28.2K
$2.69M
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
BUY
|
- |
200+ 0.56% |
$14.6K - $18.1K
|
35.7K
$3.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
199+ 2.46% |
$14.5K - $18K
|
8.29K
$790K
|
|
|
Aug 13, 2025
Q2 2025
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
199New |
$14.5K - $18K
|
199
$19K
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
190New |
$13.9K - $17.2K
|
190
$18.1K
|
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
187+ 1.71% |
$13.6K - $16.9K
|
11.1K
$1.06M
|
|
|
Aug 01, 2025
Q2 2025
|
Yukon Wealth Management, Inc.
Overland Park, KS |
BUY
|
- |
186+ 1.75% |
$13.6K - $16.8K
|
10.8K
$1.03M
|
|
|
Jul 15, 2025
Q2 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
180+ 1.44% |
$13.1K - $16.3K
|
12.7K
$1.21M
|
|
|
Aug 01, 2025
Q2 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
177+ 1.9% |
$12.9K - $16K
|
9.48K
$903K
|
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
172+ 1.08% |
$12.5K - $15.5K
|
16.1K
$1.53M
|
|
|
Aug 13, 2025
Q2 2025
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
170+ 19.1% |
$12.4K - $15.4K
|
1.06K
$101K
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
BUY
|
- |
169+ 0.5% |
$12.3K - $15.3K
|
34.1K
$3.25M
|
|
|
Jul 28, 2025
Q2 2025
|
Nestegg Advisors, Inc.
Hauppauge, NY |
BUY
|
- |
168+ 1.74% |
$12.3K - $15.2K
|
9.81K
$934K
|
|
|
Jul 16, 2025
Q2 2025
|
Townsend Asset Management Corp
|
BUY
|
- |
164+ 2.12% |
$12K - $14.8K
|
7.91K
$754K
|
|
|
Aug 08, 2025
Q2 2025
|
Firestone Capital Management
|
BUY
|
- |
164+ 1.06% |
$12K - $14.8K
|
15.7K
$1.49M
|
|
|
Aug 04, 2025
Q2 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
162+ 0.22% |
$11.8K - $14.6K
|
74.1K
$7.05M
|
|
|
Aug 12, 2025
Q2 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
BUY
|
- |
160+ 1.63% |
$11.7K - $14.5K
|
9.97K
$950K
|
|
|
Aug 07, 2025
Q2 2025
|
Davis R M Inc
Portland, ME |
BUY
|
- |
157+ 0.92% |
$11.5K - $14.2K
|
17.1K
$1.63M
|
|
|
Jul 16, 2025
Q2 2025
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
154+ 1.69% |
$11.2K - $13.9K
|
9.24K
$881K
|
|
|
Jul 14, 2025
Q2 2025
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
153+ 1.76% |
$11.2K - $13.8K
|
8.86K
$844K
|
|
|
Jul 25, 2025
Q2 2025
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
153+ 3.72% |
$11.2K - $13.8K
|
4.27K
$406K
|
|
|
Aug 01, 2025
Q2 2025
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
150+ 0.96% |
$10.9K - $13.6K
|
15.9K
$1.51M
|
|
|
Jul 15, 2025
Q2 2025
|
Maseco LLP
London, |
BUY
|
- |
147New |
$10.7K - $13.3K
|
147
$14K
|
|
|
Nov 24, 2025
Q2 2025
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
145+ 0.4% |
$10.6K - $13.1K
|
36.8K
$3.51M
|
|
|
Jul 24, 2025
Q2 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
144+ 0.32% |
$10.5K - $13K
|
44.9K
$4.28M
|
|
|
Aug 07, 2025
Q2 2025
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
139+ 0.65% |
$10.1K - $12.6K
|
21.5K
$2.05M
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
138+ 1.17% |
$10.1K - $12.5K
|
12K
$1.14M
|
|
|
Jul 09, 2025
Q2 2025
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
137+ 1.09% |
$10K - $12.4K
|
12.8K
$1.21M
|
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
BUY
|
- |
137+ 56.61% |
$10K - $12.4K
|
379
$36.1K
|
|
|
Jul 16, 2025
Q2 2025
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
136+ 2.98% |
$9.92K - $12.3K
|
4.7K
$447K
|
|
|
Aug 08, 2025
Q2 2025
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
131+ 1.75% |
$9.56K - $11.8K
|
7.61K
$725K
|
|
|
Aug 12, 2025
Q2 2025
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
131+ 0.53% |
$9.56K - $11.8K
|
24.9K
$2.38M
|
|