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 |
|---|---|---|---|---|---|---|---|
|
Apr 06, 2023
Q1 2023
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-105- 1.04% |
$6.95K - $7.58K
|
10K
$776K
|
|
|
May 15, 2023
Q1 2023
|
Investmark Advisory Group LLC
|
SELL
|
- |
-107- 1.82% |
$7.09K - $7.72K
|
5.77K
$447K
|
|
|
Apr 27, 2023
Q1 2023
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-108- 1.44% |
$7.15K - $7.8K
|
7.39K
$573K
|
|
|
Apr 18, 2023
Q1 2023
|
Empirical Asset Management, LLC
|
SELL
|
- |
-109- 1.27% |
$7.22K - $7.87K
|
8.48K
$657K
|
|
|
Apr 20, 2023
Q1 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-110- 2.85% |
$7.28K - $7.94K
|
3.74K
$290K
|
|
|
Apr 11, 2023
Q1 2023
|
Norway Savings Bank
|
SELL
|
- |
-112- 1.37% |
$7.42K - $8.09K
|
8.04K
$623K
|
|
|
Apr 25, 2023
Q1 2023
|
Norwood Financial Corp
|
SELL
|
- |
-115- 36.51% |
$7.62K - $8.3K
|
200
$15.5K
|
|
|
May 09, 2023
Q1 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-116- 2.85% |
$7.68K - $8.37K
|
3.96K
$307K
|
|
|
May 03, 2023
Q1 2023
|
Element Wealth, LLC
|
SELL
|
- |
-117- 3.39% |
$7.75K - $8.45K
|
3.34K
$259K
|
|
|
Apr 11, 2023
Q1 2023
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-120- 0.85% |
$7.95K - $8.66K
|
14K
$1.09M
|
|
|
May 02, 2023
Q1 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-120- 0.28% |
$7.95K - $8.66K
|
43.2K
$3.35M
|
|
|
Apr 24, 2023
Q1 2023
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-121- 1.53% |
$8.01K - $8.73K
|
7.8K
$604K
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-121- 5.36% |
$8.01K - $8.73K
|
2.14K
$166K
|
|
|
May 10, 2023
Q1 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-121- 1.04% |
$8.01K - $8.73K
|
11.5K
$894K
|
|
|
Apr 17, 2023
Q1 2023
|
Vahanian & Associates Financial Planning Inc.
|
SELL
|
- |
-122- 1.83% |
$8.08K - $8.81K
|
6.55K
$508K
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-122- 0.08% |
$8.08K - $8.81K
|
162K
$12.6M
|
|
|
May 15, 2023
Q1 2023
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-125- 0.89% |
$8.28K - $9.02K
|
13.9K
$1.08M
|
|
|
May 12, 2023
Q1 2023
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-127- 2.64% |
$8.41K - $9.17K
|
4.68K
$363K
|
|
|
Apr 11, 2023
Q1 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-133- 0.18% |
$8.81K - $9.6K
|
74.4K
$5.77M
|
|
|
Apr 07, 2023
Q1 2023
|
Hall Laurie J Trustee
|
SELL
|
- |
-135- 0.55% |
$8.94K - $9.75K
|
24.5K
$1.9M
|
|
|
Apr 21, 2023
Q1 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-135- 3.73% |
$8.94K - $9.75K
|
3.48K
$270K
|
|
|
Apr 20, 2023
Q1 2023
|
Lincoln Capital Corp
|
SELL
|
- |
-142- 2.57% |
$9.4K - $10.3K
|
5.38K
$417K
|
|
|
May 03, 2023
Q1 2023
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-145- 4.05% |
$9.6K - $10.5K
|
3.44K
$266K
|
|
|
Apr 26, 2023
Q1 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-147- 2.58% |
$9.73K - $10.6K
|
5.56K
$431K
|
|
|
May 05, 2023
Q1 2023
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-150- 0.46% |
$9.93K - $10.8K
|
32.8K
$2.54M
|
|
|
May 03, 2023
Q1 2023
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-153- 0.29% |
$10.1K - $11K
|
52.8K
$4.09M
|
|
|
May 12, 2023
Q1 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-154- 1.78% |
$10.2K - $11.1K
|
8.52K
$660K
|
|
|
May 09, 2023
Q1 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-155- 51.32% |
$10.3K - $11.2K
|
147
$11.4K
|
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-158- 0.68% |
$10.5K - $11.4K
|
23.2K
$1.8M
|
|
|
Apr 03, 2023
Q1 2023
|
Park National Corp
|
SELL
|
- |
-162- 1.49% |
$10.7K - $11.7K
|
10.7K
$828K
|
|
|
Apr 27, 2023
Q1 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-162- 0.66% |
$10.7K - $11.7K
|
24.2K
$1.88M
|
|
|
Apr 18, 2023
Q1 2023
|
Keudell
|
SELL
|
- |
-163- 1.96% |
$10.8K - $11.8K
|
8.17K
$633K
|
|
|
Apr 18, 2023
Q1 2023
|
American Financial Advisors, LLC
|
SELL
|
- |
-166- 0.41% |
$11K - $12K
|
39.9K
$3.1M
|
|
|
Apr 26, 2023
Q1 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-167- 5.31% |
$11.1K - $12.1K
|
2.98K
$231K
|
|
|
May 12, 2023
Q1 2023
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-170- 6.78% |
$11.3K - $12.3K
|
2.34K
$181K
|
|
|
Apr 17, 2023
Q1 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-171- 7.21% |
$11.3K - $12.3K
|
2.2K
$171K
|
|
|
May 04, 2023
Q1 2023
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-172- 1.03% |
$11.4K - $12.4K
|
16.5K
$1.28M
|
|
|
May 04, 2023
Q1 2023
|
Edge Capital Group, LLC
|
SELL
|
- |
-173- 0.28% |
$11.5K - $12.5K
|
61.4K
$4.75M
|
|
|
May 26, 2023
Q1 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-173Closed |
$11.5K - $12.5K
|
0
$0
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-174- 1.87% |
$11.5K - $12.6K
|
9.15K
$709K
|
|
|
May 01, 2023
Q1 2023
|
Oak Family Advisors, LLC
|
SELL
|
- |
-175- 2.58% |
$11.6K - $12.6K
|
6.6K
$512K
|
|
|
May 10, 2023
Q1 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-175- 0.99% |
$11.6K - $12.6K
|
17.5K
$1.36M
|
|
|
May 15, 2023
Q1 2023
|
Garner Asset Management Corp
|
SELL
|
- |
-176- 4.0% |
$11.7K - $12.7K
|
4.22K
$327K
|
|
|
Apr 18, 2023
Q1 2023
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-179- 4.25% |
$11.9K - $12.9K
|
4.03K
$312K
|
|
|
Apr 26, 2023
Q1 2023
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-180- 3.95% |
$11.9K - $13K
|
4.38K
$339K
|
|
|
Apr 16, 2024
Q1 2023
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
SELL
|
- |
-189- 2.24% |
$12.5K - $13.6K
|
8.24K
$639K
|
|
|
Apr 10, 2023
Q1 2023
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-194- 0.03% |
$12.8K - $14K
|
557K
$43.2M
|
|
|
Apr 13, 2023
Q1 2023
|
Apeiron Ria LLC
|
SELL
|
- |
-197- 3.31% |
$13K - $14.2K
|
5.76K
$446K
|
|
|
May 05, 2023
Q1 2023
|
Hemington Wealth Management
|
SELL
|
- |
-199- 1.27% |
$13.2K - $14.4K
|
15.5K
$1.2M
|
|
|
May 12, 2023
Q1 2023
|
Esl Trust Services, LLC
|
SELL
|
- |
-200- 1.76% |
$13.2K - $14.4K
|
11.1K
$863K
|