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 15, 2023
Q1 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
126K+ 41.67% |
$8.34M - $9.09M
|
428K
$33.2M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
115K+ 29.37% |
$7.64M - $8.32M
|
508K
$39.4M
|
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
113K+ 100718.75% |
$7.47M - $8.14M
|
113K
$8.75M
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
111KNew |
$7.37M - $8.03M
|
111K
$8.62M
|
|
|
May 15, 2023
Q1 2023
|
Bontempo Ohly Capital Mgmt LLC
Bethesda, MD |
BUY
|
- |
110K+ 18.49% |
$7.31M - $7.96M
|
707K
$54.8M
|
|
|
Apr 24, 2023
Q1 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
110K+ 135.84% |
$7.3M - $7.95M
|
191K
$14.8M
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
BUY
|
- |
108K+ 198.83% |
$7.14M - $7.78M
|
162K
$12.6M
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
107K+ 5.43% |
$7.07M - $7.71M
|
2.07M
$161M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
106K+ 13.14% |
$7.02M - $7.66M
|
913K
$70.8M
|
|
|
May 12, 2023
Q1 2023
|
Hall Kathryn A.
San Francisco, CA |
BUY
|
- |
105KNew |
$6.93M - $7.55M
|
105K
$8.11M
|
|
|
May 15, 2023
Q1 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
99.3K+ 9932500.0% |
$6.58M - $7.17M
|
99.3K
$7.7M
|
|
|
Apr 10, 2023
Q1 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
97.6KNew |
$6.47M - $7.05M
|
97.6K
$7.57M
|
|
|
May 15, 2023
Q1 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
96.4KNew |
$6.39M - $6.96M
|
96.4K
$7.48M
|
|
|
May 09, 2023
Q1 2023
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
95.4K+ 27.05% |
$6.32M - $6.89M
|
448K
$34.7M
|
|
|
May 11, 2023
Q1 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
91.2KNew |
$6.04M - $6.59M
|
91.2K
$7.07M
|
|
|
May 12, 2023
Q1 2023
|
Clear Street Markets LLC
|
BUY
|
- |
88.5K+ 295.99% |
$5.86M - $6.39M
|
118K
$9.18M
|
|
|
May 17, 2023
Q1 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
81KNew |
$5.37M - $5.85M
|
81K
$6.28M
|
|
|
May 01, 2023
Q1 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
80.7KNew |
$5.35M - $5.83M
|
80.7K
$6.26M
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
80.5K+ 309.31% |
$5.33M - $5.81M
|
106K
$8.25M
|
|
|
May 18, 2023
Q1 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
78.1KNew |
$5.17M - $5.64M
|
78.1K
$6.06M
|
|
|
May 11, 2023
Q1 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
76K+ 31.57% |
$5.03M - $5.49M
|
317K
$24.6M
|
|
|
Apr 13, 2023
Q1 2023
|
Hms Capital Management, LLC
|
BUY
|
- |
75.8KNew |
$5.02M - $5.47M
|
75.8K
$5.88M
|
|
|
May 17, 2023
Q1 2023
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
75.4K+ 216.38% |
$4.99M - $5.44M
|
110K
$8.54M
|
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
74.7K+ 96.1% |
$4.95M - $5.39M
|
152K
$11.8M
|
|
|
Apr 25, 2023
Q1 2023
|
Amarillo National Bank
|
BUY
|
- |
72.1K+ 88.06% |
$4.77M - $5.2M
|
154K
$11.9M
|
|
|
May 12, 2023
Q1 2023
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
72KNew |
$4.77M - $5.2M
|
72K
$5.58M
|
|
|
May 11, 2023
Q1 2023
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
71.7KNew |
$4.75M - $5.18M
|
71.7K
$5.56M
|
|
|
Apr 27, 2023
Q1 2023
|
My Wealth Management Inc.
|
BUY
|
- |
69.6KNew |
$4.61M - $5.02M
|
69.6K
$5.39M
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
69.3K+ 4.17% |
$4.59M - $5.01M
|
1.73M
$134M
|
|
|
May 01, 2023
Q1 2023
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
69K+ 24.62% |
$4.57M - $4.98M
|
349K
$27.1M
|
|
|
May 11, 2023
Q1 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
68.3K+ 33.94% |
$4.52M - $4.93M
|
269K
$20.9M
|
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
66.8K+ 36.73% |
$4.42M - $4.82M
|
249K
$19.3M
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
66.8K+ 8.71% |
$4.42M - $4.82M
|
834K
$64.6M
|
|
|
May 11, 2023
Q1 2023
|
Nvwm, LLC
|
BUY
|
- |
65.2K+ 2967.38% |
$4.32M - $4.71M
|
67.4K
$5.23M
|
|
|
Apr 03, 2023
Q1 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
65K+ 21.64% |
$4.3M - $4.69M
|
365K
$28.3M
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
63.7K+ 23.23% |
$4.22M - $4.6M
|
338K
$26.2M
|
|
|
Apr 28, 2023
Q1 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
63KNew |
$4.17M - $4.55M
|
63K
$4.88M
|
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
BUY
|
- |
62.9K+ 12.76% |
$4.16M - $4.54M
|
556K
$43.1M
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
62.8K+ 4.49% |
$4.16M - $4.53M
|
1.46M
$113M
|
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
62.6K+ 27.04% |
$4.14M - $4.52M
|
294K
$22.8M
|
|
|
May 12, 2023
Q1 2023
|
Main Management Fund Advisors LLC
San Francisco, CA |
BUY
|
- |
60.6K+ 24.89% |
$4.01M - $4.37M
|
304K
$23.6M
|
|
|
May 15, 2023
Q1 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
60.6K+ 207.89% |
$4.01M - $4.37M
|
89.7K
$6.96M
|
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
59.9K+ 9.52% |
$3.96M - $4.32M
|
689K
$53.4M
|
|
|
May 11, 2023
Q1 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
59.7KNew |
$3.95M - $4.31M
|
59.7K
$4.63M
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
58.9K+ 48.77% |
$3.9M - $4.25M
|
180K
$13.9M
|
|
|
May 12, 2023
Q1 2023
|
Taikang Asset Management (Hong Kong) CO LTD
Hong Kong, K3 |
BUY
|
- |
57.2K+ 60.57% |
$3.79M - $4.13M
|
152K
$11.8M
|
|
|
May 11, 2023
Q1 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
55.3K+ 12.38% |
$3.66M - $3.99M
|
502K
$38.9M
|
|
|
May 05, 2023
Q1 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
54.7KNew |
$3.62M - $3.95M
|
54.7K
$4.24M
|
|
|
May 02, 2023
Q1 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
54.6KNew |
$3.62M - $3.94M
|
54.6K
$4.23M
|
|
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
53.8KNew |
$3.56M - $3.88M
|
53.8K
$4.17M
|