Purchases and Sales Made in Q1 2023 in Ishares Tr Msci Eafe ETF (EFA)
This table provides information about the institutional ownership of Ishares Tr Msci Eafe ETF (EFA) during Q1 2023. 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 09, 2023
Q1 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
974+ 1.05% |
$64.5K - $70.3K
|
93.8K
$7.27M
|
|
|
May 10, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
962+ 24050.0% |
$63.7K - $69.4K
|
966
$74.9K
|
|
|
May 02, 2023
Q1 2023
|
Nbt Bank N A
|
BUY
|
- |
955+ 1.42% |
$63.2K - $68.9K
|
68.1K
$5.28M
|
|
|
Apr 17, 2023
Q1 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
919+ 8.07% |
$60.9K - $66.3K
|
12.3K
$954K
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
912+ 1381.82% |
$60.4K - $65.8K
|
978
$75.8K
|
|
|
Mar 11, 2024
Q1 2023
|
Nepc LLC
Boston, MA |
BUY
|
- |
903+ 0.89% |
$59.8K - $65.2K
|
103K
$7.97M
|
|
|
Apr 10, 2023
Q1 2023
|
Windsor Capital Management, LLC
|
BUY
|
- |
900+ 4.72% |
$59.6K - $65K
|
20K
$1.55M
|
|
|
May 11, 2023
Q1 2023
|
Texas Capital Bancshares Inc
|
BUY
|
- |
900+ 3.55% |
$59.6K - $65K
|
26.3K
$2.04M
|
|
|
May 05, 2023
Q1 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
893+ 3.68% |
$59.1K - $64.5K
|
25.2K
$1.95M
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
874+ 12.99% |
$57.9K - $63.1K
|
7.6K
$589K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
872+ 12.28% |
$57.7K - $62.9K
|
7.98K
$618K
|
|
|
Apr 18, 2023
Q1 2023
|
Avity Investment Management Inc.
|
BUY
|
- |
850+ 6.93% |
$56.3K - $61.4K
|
13.1K
$1.02M
|
|
|
May 11, 2023
Q1 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
842+ 285.42% |
$55.8K - $60.8K
|
1.14K
$88.1K
|
|
|
Apr 13, 2023
Q1 2023
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
832+ 5.33% |
$55.1K - $60.1K
|
16.4K
$1.27M
|
|
|
Jun 28, 2024
Q1 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
800+ 98.28% |
$53K - $57.8K
|
1.61K
$125K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
782New |
$51.8K - $56.5K
|
782
$60.6K
|
|
|
Apr 19, 2023
Q1 2023
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
778New |
$51.5K - $56.2K
|
778
$60.3K
|
|
|
Apr 21, 2023
Q1 2023
|
Traynor Capital Management, Inc.
|
BUY
|
- |
777+ 9.57% |
$51.5K - $56.1K
|
8.9K
$690K
|
|
|
Apr 17, 2023
Q1 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
772+ 1.62% |
$51.1K - $55.7K
|
48.5K
$3.76M
|
|
|
Apr 24, 2023
Q1 2023
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
769+ 3.21% |
$50.9K - $55.5K
|
24.7K
$1.91M
|
|
|
Sep 27, 2024
Q1 2023
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
750+ 5.36% |
$49.7K - $54.1K
|
14.8K
$1.14M
|
|
|
May 12, 2023
Q1 2023
|
Jsf Financial, LLC
|
BUY
|
- |
733+ 4.98% |
$48.5K - $52.9K
|
15.4K
$1.2M
|
|
|
May 03, 2023
Q1 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
727+ 1.25% |
$48.1K - $52.5K
|
59K
$4.58M
|
|
|
Apr 19, 2023
Q1 2023
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
717+ 2.83% |
$47.5K - $51.8K
|
26.1K
$2.02M
|
|
|
Apr 12, 2023
Q1 2023
|
Bath Savings Trust CO
|
BUY
|
- |
715+ 15.49% |
$47.3K - $51.6K
|
5.33K
$413K
|
|
|
May 12, 2023
Q1 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
714New |
$47.3K - $51.5K
|
714
$55.3K
|
|
|
May 11, 2023
Q1 2023
|
Scotia Capital Inc.
|
BUY
|
- |
702+ 1.57% |
$46.5K - $50.7K
|
45.5K
$3.52M
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
693New |
$45.9K - $50K
|
693
$53.7K
|
|
|
Apr 13, 2023
Q1 2023
|
Transparent Wealth Partners LLC
Little Rock, AR |
BUY
|
- |
659+ 2.09% |
$43.6K - $47.6K
|
32.1K
$2.49M
|
|
|
Apr 04, 2023
Q1 2023
|
Private Asset Management Inc
|
BUY
|
- |
637+ 3.1% |
$42.2K - $46K
|
21.2K
$1.64M
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
636+ 4.71% |
$42.1K - $45.9K
|
14.1K
$1.1M
|
|
|
May 03, 2023
Q1 2023
|
Bahl & Gaynor Inc
|
BUY
|
- |
635+ 2.09% |
$42K - $45.8K
|
31K
$2.4M
|
|
|
May 01, 2023
Q1 2023
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
630+ 2.16% |
$41.7K - $45.5K
|
29.8K
$2.31M
|
|
|
May 03, 2023
Q1 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
620+ 10.8% |
$41.1K - $44.8K
|
6.36K
$493K
|
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
613+ 0.41% |
$40.6K - $44.3K
|
150K
$11.6M
|
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
613+ 0.41% |
$40.6K - $44.3K
|
150K
$11.6M
|
|
|
Apr 12, 2023
Q1 2023
|
Collective Family Office LLC
|
BUY
|
- |
611+ 11.4% |
$40.5K - $44.1K
|
5.97K
$463K
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
606+ 1.58% |
$40.1K - $43.7K
|
38.9K
$3.02M
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Adam, LLC
|
BUY
|
- |
587+ 1.24% |
$38.9K - $42.4K
|
48K
$3.72M
|
|
|
Apr 14, 2023
Q1 2023
|
West Bancorporation Inc
|
BUY
|
- |
582+ 5.78% |
$38.5K - $42K
|
10.6K
$825K
|
|
|
May 15, 2023
Q1 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
578+ 8.07% |
$38.3K - $41.7K
|
7.74K
$600K
|
|
|
Apr 05, 2023
Q1 2023
|
In Track Investment Management Inc
|
BUY
|
- |
558+ 1.4% |
$37K - $40.3K
|
40.4K
$3.13M
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
553+ 32.26% |
$36.6K - $39.9K
|
2.27K
$176K
|
|
|
May 09, 2023
Q1 2023
|
Spc Financial, Inc.
|
BUY
|
- |
552+ 10.52% |
$36.6K - $39.8K
|
5.8K
$450K
|
|
|
May 15, 2023
Q1 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
551+ 1.34% |
$36.5K - $39.8K
|
41.6K
$3.22M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
545+ 3.67% |
$36.1K - $39.3K
|
15.4K
$1.19M
|
|
|
May 02, 2023
Q1 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
537+ 2.98% |
$35.6K - $38.8K
|
18.5K
$1.44M
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
536+ 7.48% |
$35.5K - $38.7K
|
7.7K
$597K
|
|
|
May 08, 2023
Q1 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
520+ 1.12% |
$34.4K - $37.5K
|
46.9K
$3.63M
|
|
|
May 15, 2023
Q1 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
520+ 8.09% |
$34.4K - $37.5K
|
6.95K
$538K
|