Purchases and Sales Made in Q1 2023 in Ishares Tr Msci Eafe ETF (EFA)

EFA Quotes by TradingView

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
Apr 12, 2023 Q1 2023
Greenfield Savings Bank

BUY
 -
510
+ 3.28%
$33.8K - $36.8K
16K $1.24M
Oct 26, 2023 Q1 2023
Sound Stewardship, LLC

Overland Park, KS
BUY
 -
505
+ 12.08%
$33.4K - $36.5K
4.69K $363K
Apr 26, 2023 Q1 2023
Straight Path Wealth Management

BUY
 -
500
+ 8.71%
$33.1K - $36.1K
6.24K $484K
May 01, 2023 Q1 2023
Vigilant Capital Management, LLC

BUY
 -
500
New
$33.1K - $36.1K
500 $38.8K
May 04, 2023 Q1 2023
Heritage Wealth Advisors

BUY
 -
500
+ 0.29%
$33.1K - $36.1K
173K $13.4M
May 12, 2023 Q1 2023
Perritt Capital Management Inc

Chicago, IL
BUY
 -
500
+ 6.5%
$33.1K - $36.1K
8.2K $635K
Apr 25, 2023 Q1 2023
Foundations Investment Advisors, LLC

BUY
 -
497
+ 10.5%
$32.9K - $35.9K
5.23K $406K
May 12, 2023 Q1 2023
Dimension Capital Management LLC

Coral Gables, FL
BUY
 -
494
+ 0.33%
$32.7K - $35.7K
148K $11.5M
Apr 20, 2023 Q1 2023
Hfg Advisors, Inc.

BUY
 -
492
+ 2.41%
$32.6K - $35.5K
20.9K $1.62M
May 01, 2023 Q1 2023
Knights Of Columbus Asset Advisors LLC

New Haven, CT
BUY
 -
488
+ 25.32%
$32.3K - $35.2K
2.42K $187K
Apr 12, 2023 Q1 2023
Mayflower Financial Advisors, LLC

BUY
 -
458
+ 4.07%
$30.3K - $33.1K
11.7K $907K
Apr 10, 2023 Q1 2023
Sequent Asset Management, LLC

BUY
 -
455
+ 1.39%
$30.1K - $32.8K
33.2K $2.57M
Apr 13, 2023 Q1 2023
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
455
New
$30.1K - $32.8K
455 $35.3K
May 12, 2023 Q1 2023
Kestra Private Wealth Services, LLC

BUY
 -
442
+ 1.08%
$29.3K - $31.9K
41.3K $3.2M
Apr 24, 2023 Q1 2023
Thoroughbred Financial Services, LLC

BUY
 -
428
+ 8.11%
$28.3K - $30.9K
5.7K $442K
May 09, 2023 Q1 2023
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

BUY
 -
426
+ 3.22%
$28.2K - $30.8K
13.6K $1.06M
Feb 02, 2024 Q1 2023
Lji Wealth Management, LLC

Indianapolis, IN
BUY
 -
420
+ 8.53%
$27.8K - $30.3K
5.34K $414K
Apr 28, 2023 Q1 2023
Ramsay, Stattman, Vela & Price, Inc.

BUY
 -
405
+ 0.53%
$26.8K - $29.2K
77.4K $6M
Apr 20, 2023 Q1 2023
Main Street Financial Solutions, LLC

BUY
 -
400
+ 1.78%
$26.5K - $28.9K
22.8K $1.77M
May 03, 2023 Q1 2023
Lcnb Corp

Lebanon, OH
BUY
 -
400
+ 3.9%
$26.5K - $28.9K
10.7K $826K
May 10, 2023 Q1 2023
First Ascent Asset Management, LLC

BUY
 -
396
+ 4.71%
$26.2K - $28.6K
8.81K $683K
Apr 19, 2023 Q1 2023
Richwood Investment Advisors, LLC

BUY
 -
392
+ 1.09%
$26K - $28.3K
36.5K $2.83M
May 11, 2023 Q1 2023
Smithfield Trust CO

Pittsburgh, PA
BUY
 -
390
+ 1.88%
$25.8K - $28.2K
21.2K $1.64M
May 09, 2023 Q1 2023
Bigelow Investment Advisors, LLC

BUY
 -
385
+ 9.25%
$25.5K - $27.8K
4.55K $353K
May 15, 2023 Q1 2023
Peapack Gladstone Financial Corp

Bedminster, NJ
BUY
 -
365
+ 0.3%
$24.2K - $26.3K
123K $9.56M
May 11, 2023 Q1 2023
Cahill Financial Advisors Inc

Edina, MN
BUY
 -
356
+ 1.79%
$23.6K - $25.7K
20.2K $1.57M
Nov 07, 2023 Q1 2023
Sutton Wealth Advisors Inc.

Tampa, FL
BUY
 -
355
+ 45.11%
$23.5K - $25.6K
1.14K $88.5K
Apr 25, 2023 Q1 2023
Madden Advisory Services, Inc.

BUY
 -
351
+ 0.37%
$23.2K - $25.3K
94.4K $7.32M
May 15, 2023 Q1 2023
Grayhawk Investment Strategies Inc.

Calgary, A0
BUY
 -
335
+ 4.08%
$22.2K - $24.2K
8.55K $662K
May 15, 2023 Q1 2023
Ironwood Investment Management LLC

Boston, MA
BUY
 -
328
+ 0.43%
$21.7K - $23.7K
77.1K $5.97M
Apr 28, 2023 Q1 2023
Soa Wealth Advisors, Llc.

BUY
 -
300
+ 3.58%
$19.9K - $21.7K
8.68K $673K
May 12, 2023 Q1 2023
Hudson Portfolio Management LLC

Garrison, NY
BUY
 -
300
+ 3.85%
$19.9K - $21.7K
8.09K $627K
May 15, 2023 Q1 2023
Betterment LLC

New York, NY
BUY
 -
299
+ 8.24%
$19.8K - $21.6K
3.93K $305K
Jun 25, 2024 Q1 2023
Sensible Money, LLC

Scottsdale, AZ
BUY
 -
299
+ 8.26%
$19.8K - $21.6K
3.92K $304K
Apr 06, 2023 Q1 2023
Woodstock Corp

BUY
 -
288
+ 0.57%
$19.1K - $20.8K
51.3K $3.97M
Apr 06, 2023 Q1 2023
Capstone Triton Financial Group, LLC

Oklahoma City, OK
BUY
 -
274
+ 1.31%
$18.1K - $19.8K
21.1K $1.64M
Apr 19, 2023 Q1 2023
Dentgroup LLC

BUY
 -
268
+ 1.31%
$17.7K - $19.3K
20.7K $1.6M
Apr 10, 2023 Q1 2023
Procyon Advisors, LLC

BUY
 -
266
+ 1.59%
$17.6K - $19.2K
17K $1.32M
Apr 20, 2023 Q1 2023
Foster Victor Wealth Advisors, LLC

BUY
 -
266
+ 6.24%
$17.6K - $19.2K
4.53K $351K
May 08, 2023 Q1 2023
Plante Moran Financial Advisors, LLC

BUY
 -
266
+ 1.74%
$17.6K - $19.2K
15.6K $1.21M
Apr 21, 2023 Q1 2023
Baldwin Brothers LLC

BUY
 -
260
+ 12.35%
$17.2K - $18.8K
2.37K $183K
May 10, 2023 Q1 2023
Clearstead Trust, LLC

Portland, ME
BUY
 -
250
+ 83.89%
$16.6K - $18K
548 $42.5K
Apr 24, 2023 Q1 2023
Montecito Bank & Trust

BUY
 -
246
+ 0.74%
$16.3K - $17.8K
33.6K $2.61M
May 15, 2023 Q1 2023
Nwk Group, Inc.

San Francisco, CA
BUY
 -
242
+ 12.45%
$16K - $17.5K
2.19K $169K
Apr 11, 2023 Q1 2023
Wedmont Private Capital

BUY
 -
237
+ 2.63%
$15.7K - $17.1K
9.26K $718K
Apr 21, 2023 Q1 2023
Sterling Group Wealth Management, LLC

Pasadena, CA
BUY
 -
237
+ 1.3%
$15.7K - $17.1K
18.5K $1.44M
May 08, 2023 Q1 2023
Ropes Wealth Advisors LLC

Boston, MA
BUY
 -
235
+ 0.27%
$15.6K - $17K
87K $6.75M
May 12, 2023 Q1 2023
Eldridge Investment Advisors, Inc.

Manchester, NH
BUY
 -
235
+ 6.58%
$15.6K - $17K
3.8K $295K
Apr 05, 2023 Q1 2023
Wiley Bros. Aintree Capital, LLC

BUY
 -
233
+ 4.48%
$15.4K - $16.8K
5.44K $421K

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