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
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
228New |
$15.1K - $16.5K
|
228
$17.7K
|
|
|
May 24, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
228+ 316.67% |
$15.1K - $16.5K
|
300
$23.3K
|
|
|
Apr 14, 2023
Q1 2023
|
Gleason Group, Inc.
|
BUY
|
- |
222New |
$14.7K - $16K
|
222
$17.2K
|
|
|
May 04, 2023
Q1 2023
|
Dearborn Partners LLC
|
BUY
|
- |
222+ 5.42% |
$14.7K - $16K
|
4.32K
$335K
|
|
|
May 04, 2023
Q1 2023
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
215+ 23.29% |
$14.2K - $15.5K
|
1.14K
$88.2K
|
|
|
May 05, 2023
Q1 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
212+ 0.74% |
$14K - $15.3K
|
28.9K
$2.24M
|
|
|
May 12, 2023
Q1 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
210+ 1.06% |
$13.9K - $15.2K
|
20K
$1.55M
|
|
|
May 04, 2023
Q1 2023
|
Capital Advantage, Inc.
|
BUY
|
- |
208+ 0.72% |
$13.8K - $15K
|
29.1K
$2.25M
|
|
|
Apr 13, 2023
Q1 2023
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
200+ 0.97% |
$13.2K - $14.4K
|
20.8K
$1.61M
|
|
|
Apr 27, 2023
Q1 2023
|
Strs Ohio
|
BUY
|
- |
200+ 0.66% |
$13.2K - $14.4K
|
30.4K
$2.36M
|
|
|
May 03, 2023
Q1 2023
|
Optimum Investment Advisors
|
BUY
|
- |
200+ 2.84% |
$13.2K - $14.4K
|
7.24K
$561K
|
|
|
May 12, 2023
Q1 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
200+ 89.69% |
$13.2K - $14.4K
|
423
$32.8K
|
|
|
Jun 25, 2024
Q1 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
200+ 5.56% |
$13.2K - $14.4K
|
3.8K
$295K
|
|
|
Apr 25, 2023
Q1 2023
|
4 Thought Financial Group Inc.
|
BUY
|
- |
198+ 0.3% |
$13.1K - $14.3K
|
67.2K
$5.21M
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
187New |
$12.4K - $13.5K
|
187
$14.5K
|
|
|
Apr 21, 2023
Q1 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
175+ 1.21% |
$11.6K - $12.6K
|
14.7K
$1.14M
|
|
|
Apr 10, 2023
Q1 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
173+ 7.44% |
$11.5K - $12.5K
|
2.5K
$194K
|
|
|
Apr 03, 2023
Q1 2023
|
Boltwood Capital Management
|
BUY
|
- |
165+ 0.51% |
$10.9K - $11.9K
|
32.3K
$2.5M
|
|
|
Apr 28, 2023
Q1 2023
|
Northeast Investment Management
|
BUY
|
- |
159+ 1.1% |
$10.5K - $11.5K
|
14.7K
$1.14M
|
|
|
May 15, 2023
Q1 2023
|
Hillman Capital Management, Inc.
Bethesda, MD |
BUY
|
- |
157+ 0.66% |
$10.4K - $11.3K
|
23.8K
$1.85M
|
|
|
Apr 18, 2023
Q1 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
155+ 2.28% |
$10.3K - $11.2K
|
6.96K
$539K
|
|
|
May 02, 2023
Q1 2023
|
Ltg Capital LLC
|
BUY
|
- |
154+ 0.39% |
$10.2K - $11.1K
|
39.7K
$3.08M
|
|
|
Apr 21, 2023
Q1 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
152+ 0.66% |
$10.1K - $11K
|
23.3K
$1.81M
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
152+ 0.31% |
$10.1K - $11K
|
48.6K
$3.77M
|
|
|
May 02, 2023
Q1 2023
|
Lee Danner & Bass Inc
|
BUY
|
- |
150+ 1.03% |
$9.93K - $10.8K
|
14.7K
$1.14M
|
|
|
May 05, 2023
Q1 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
150+ 1.78% |
$9.93K - $10.8K
|
8.58K
$665K
|
|
|
May 04, 2023
Q1 2023
|
Nordwand Advisors, LLC
Radnor, PA |
BUY
|
- |
149New |
$9.87K - $10.8K
|
149
$11.5K
|
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
145+ 1.26% |
$9.6K - $10.5K
|
11.7K
$906K
|
|
|
Apr 24, 2023
Q1 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
141+ 2.95% |
$9.34K - $10.2K
|
4.93K
$382K
|
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
137+ 2.43% |
$9.07K - $9.89K
|
5.77K
$447K
|
|
|
May 12, 2023
Q1 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
135+ 0.99% |
$8.94K - $9.75K
|
13.8K
$1.07M
|
|
|
May 01, 2023
Q1 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
130+ 220.34% |
$8.61K - $9.38K
|
189
$14.6K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
127+ 173.97% |
$8.41K - $9.17K
|
200
$15.5K
|
|
|
May 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
125+ 1.06% |
$8.28K - $9.02K
|
11.9K
$922K
|
|
|
May 11, 2023
Q1 2023
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
117+ 2.92% |
$7.75K - $8.45K
|
4.12K
$319K
|
|
|
May 10, 2023
Q1 2023
|
Sepio Capital, LP
|
BUY
|
- |
116+ 0.16% |
$7.68K - $8.37K
|
73.3K
$5.68M
|
|
|
Apr 11, 2023
Q1 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
115+ 32.49% |
$7.62K - $8.3K
|
469
$36.3K
|
|
|
Apr 19, 2023
Q1 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
115New |
$7.62K - $8.3K
|
115
$8.91K
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
112+ 21.09% |
$7.42K - $8.09K
|
643
$49.8K
|
|
|
Apr 20, 2023
Q1 2023
|
Evensky & Katz LLC
|
BUY
|
- |
112+ 3.75% |
$7.42K - $8.09K
|
3.1K
$240K
|
|
|
May 11, 2023
Q1 2023
|
Camden Capital, LLC
|
BUY
|
- |
109+ 1.32% |
$7.22K - $7.87K
|
8.39K
$651K
|
|
|
May 04, 2023
Q1 2023
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
107+ 0.93% |
$7.09K - $7.72K
|
11.6K
$901K
|
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
104+ 0.2% |
$6.89K - $7.51K
|
51.6K
$4M
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
101+ 1.41% |
$6.69K - $7.29K
|
7.28K
$564K
|
|
|
Apr 11, 2023
Q1 2023
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
100+ 1.52% |
$6.62K - $7.22K
|
6.68K
$517K
|
|
|
Apr 24, 2023
Q1 2023
|
Peoples Bank
|
BUY
|
- |
93+ 0.46% |
$6.16K - $6.71K
|
20.3K
$1.57M
|
|
|
Apr 19, 2023
Q1 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
91+ 0.62% |
$6.03K - $6.57K
|
14.8K
$1.14M
|
|
|
Apr 12, 2023
Q1 2023
|
Bridgewater Advisors Inc.
|
BUY
|
- |
79+ 0.17% |
$5.23K - $5.7K
|
45.6K
$3.53M
|
|
|
May 11, 2023
Q1 2023
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
74+ 1.1% |
$4.9K - $5.34K
|
6.81K
$527K
|
|
|
Apr 20, 2023
Q1 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
72+ 0.39% |
$4.77K - $5.2K
|
18.5K
$1.44M
|