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 12, 2023
Q1 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-200- 4.13% |
$13.2K - $14.4K
|
4.64K
$360K
|
|
|
May 15, 2023
Q1 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-200- 1.46% |
$13.2K - $14.4K
|
13.5K
$1.05M
|
|
|
Apr 17, 2023
Q1 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-202- 0.5% |
$13.4K - $14.6K
|
40.3K
$3.12M
|
|
|
Apr 20, 2023
Q1 2023
|
Jmac Enterprises LLC
|
SELL
|
- |
-206- 0.43% |
$13.6K - $14.9K
|
48K
$3.72M
|
|
|
Apr 28, 2023
Q1 2023
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-206- 4.0% |
$13.6K - $14.9K
|
4.94K
$383K
|
|
|
Apr 28, 2023
Q1 2023
|
Townsend Asset Management Corp
|
SELL
|
- |
-208- 2.05% |
$13.8K - $15K
|
9.94K
$770K
|
|
|
May 15, 2023
Q1 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-208- 1.02% |
$13.8K - $15K
|
20.2K
$1.56M
|
|
|
Apr 24, 2023
Q1 2023
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-210- 0.69% |
$13.9K - $15.2K
|
30.2K
$2.34M
|
|
|
Apr 26, 2023
Q1 2023
|
Sabal Trust CO
|
SELL
|
- |
-216- 2.52% |
$14.3K - $15.6K
|
8.36K
$648K
|
|
|
Apr 24, 2023
Q1 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-218- 5.07% |
$14.4K - $15.7K
|
4.08K
$316K
|
|
|
May 02, 2023
Q1 2023
|
Tfg Advisers LLC
|
SELL
|
- |
-218- 2.39% |
$14.4K - $15.7K
|
8.89K
$689K
|
|
|
Apr 07, 2023
Q1 2023
|
Cypress Financial Planning LLC
|
SELL
|
- |
-219- 2.61% |
$14.5K - $15.8K
|
8.18K
$634K
|
|
|
May 10, 2023
Q1 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-221- 2.14% |
$14.6K - $16K
|
10.1K
$783K
|
|
|
May 12, 2023
Q1 2023
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-221- 1.2% |
$14.6K - $16K
|
18.2K
$1.41M
|
|
|
May 04, 2023
Q1 2023
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-222- 1.74% |
$14.7K - $16K
|
12.6K
$973K
|
|
|
Apr 06, 2023
Q1 2023
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-224- 0.85% |
$14.8K - $16.2K
|
26.2K
$2.03M
|
|
|
May 08, 2023
Q1 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-225- 4.1% |
$14.9K - $16.2K
|
5.26K
$408K
|
|
|
Apr 12, 2023
Q1 2023
|
Chapin Davis, Inc.
Baltimore, MD |
SELL
|
- |
-228- 1.88% |
$15.1K - $16.5K
|
11.9K
$923K
|
|
|
May 09, 2023
Q1 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-228- 0.32% |
$15.1K - $16.5K
|
71.4K
$5.54M
|
|
|
May 23, 2023
Q1 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-228- 76.0% |
$15.1K - $16.5K
|
72
$5.58K
|
|
|
Apr 18, 2023
Q1 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-229- 2.6% |
$15.2K - $16.5K
|
8.56K
$664K
|
|
|
May 03, 2023
Q1 2023
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-230- 1.06% |
$15.2K - $16.6K
|
21.5K
$1.66M
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-231- 0.43% |
$15.3K - $16.7K
|
53.7K
$4.16M
|
|
|
May 17, 2023
Q1 2023
|
Pacific Financial Group Inc
|
SELL
|
- |
-232- 5.68% |
$15.4K - $16.7K
|
3.85K
$298K
|
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-233- 2.99% |
$15.4K - $16.8K
|
7.56K
$586K
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-236- 1.37% |
$15.6K - $17K
|
16.9K
$1.31M
|
|
|
Apr 25, 2023
Q1 2023
|
Iron Financial, LLC
|
SELL
|
- |
-238- 7.79% |
$15.8K - $17.2K
|
2.82K
$218K
|
|
|
Apr 06, 2023
Q1 2023
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-239- 3.78% |
$15.8K - $17.3K
|
6.08K
$471K
|
|
|
May 15, 2023
Q1 2023
|
Washington Trust Bank
|
SELL
|
- |
-239- 1.12% |
$15.8K - $17.3K
|
21.1K
$1.64M
|
|
|
May 11, 2023
Q1 2023
|
Abbrea Capital, LLC
|
SELL
|
- |
-240- 0.74% |
$15.9K - $17.3K
|
32.1K
$2.49M
|
|
|
Apr 10, 2023
Q1 2023
|
Clarus Wealth Advisors
|
SELL
|
- |
-242- 0.71% |
$16K - $17.5K
|
33.7K
$2.61M
|
|
|
May 12, 2023
Q1 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-244- 1.56% |
$16.2K - $17.6K
|
15.4K
$1.19M
|
|
|
May 12, 2023
Q1 2023
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-244- 3.25% |
$16.2K - $17.6K
|
7.26K
$562K
|
|
|
May 01, 2023
Q1 2023
|
Virginia National Bank
|
SELL
|
- |
-248- 2.06% |
$16.4K - $17.9K
|
11.8K
$915K
|
|
|
May 02, 2023
Q1 2023
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-250- 0.46% |
$16.6K - $18K
|
54.5K
$4.22M
|
|
|
May 08, 2023
Q1 2023
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-250- 0.21% |
$16.6K - $18K
|
118K
$9.18M
|
|
|
May 08, 2023
Q1 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-250- 1.46% |
$16.6K - $18K
|
16.8K
$1.3M
|
|
|
May 09, 2023
Q1 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-251- 2.04% |
$16.6K - $18.1K
|
12.1K
$935K
|
|
|
May 30, 2023
Q1 2023
|
Fullen Financial Group
|
SELL
|
- |
-252- 1.5% |
$16.7K - $18.2K
|
16.6K
$1.28M
|
|
|
May 16, 2023
Q1 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-254- 6.04% |
$16.8K - $18.3K
|
3.95K
$306K
|
|
|
Apr 13, 2023
Q1 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-256- 4.44% |
$17K - $18.5K
|
5.52K
$427K
|
|
|
Apr 27, 2023
Q1 2023
|
Telos Capital Management, Inc.
|
SELL
|
- |
-265- 4.05% |
$17.5K - $19.1K
|
6.28K
$486K
|
|
|
May 11, 2023
Q1 2023
|
Bank Ozk
|
SELL
|
- |
-268- 0.89% |
$17.7K - $19.3K
|
29.7K
$2.3M
|
|
|
May 02, 2023
Q1 2023
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-269- 2.24% |
$17.8K - $19.4K
|
11.8K
$911K
|
|
|
May 10, 2023
Q1 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-271- 0.86% |
$17.9K - $19.6K
|
31.1K
$2.41M
|
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-271- 98.19% |
$17.9K - $19.6K
|
5
$388
|
|
|
Apr 24, 2023
Q1 2023
|
Essex Savings Bank
|
SELL
|
- |
-272- 4.28% |
$18K - $19.6K
|
6.08K
$471K
|
|
|
May 09, 2023
Q1 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-281- 5.58% |
$18.6K - $20.3K
|
4.75K
$368K
|
|
|
May 17, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-282- 98.6% |
$18.7K - $20.4K
|
4
$310
|
|
|
May 10, 2023
Q1 2023
|
North Star Asset Management Inc
|
SELL
|
- |
-285- 5.02% |
$18.9K - $20.6K
|
5.4K
$418K
|