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 17, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-680- 70.39% |
$45K - $49.1K
|
286
$22.2K
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-682- 6.14% |
$45.2K - $49.2K
|
10.4K
$808K
|
|
|
May 12, 2023
Q1 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-684- 8.34% |
$45.3K - $49.4K
|
7.52K
$583K
|
|
|
May 12, 2023
Q1 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-694- 3.68% |
$46K - $50.1K
|
18.2K
$1.41M
|
|
|
May 05, 2023
Q1 2023
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-696- 3.37% |
$46.1K - $50.2K
|
20K
$1.55M
|
|
|
Apr 11, 2023
Q1 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-698- 1.49% |
$46.2K - $50.4K
|
46.2K
$3.58M
|
|
|
Apr 28, 2023
Q1 2023
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-705- 9.81% |
$46.7K - $50.9K
|
6.49K
$503K
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-718- 13.05% |
$47.5K - $51.8K
|
4.78K
$371K
|
|
|
May 04, 2023
Q1 2023
|
Holistic Financial Partners
|
SELL
|
- |
-738- 4.67% |
$48.9K - $53.3K
|
15.1K
$1.17M
|
|
|
Apr 13, 2023
Q1 2023
|
Bremer Bank National Association
|
SELL
|
- |
-748- 1.65% |
$49.5K - $54K
|
44.5K
$3.45M
|
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-765- 6.74% |
$50.7K - $55.2K
|
10.6K
$820K
|
|
|
May 12, 2023
Q1 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-770- 3.52% |
$51K - $55.6K
|
21.1K
$1.64M
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-799- 2.34% |
$52.9K - $57.7K
|
33.4K
$2.59M
|
|
|
May 15, 2023
Q1 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-802- 2.47% |
$53.1K - $57.9K
|
31.7K
$2.46M
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-814- 0.55% |
$53.9K - $58.8K
|
148K
$11.5M
|
|
|
Apr 25, 2023
Q1 2023
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-831- 0.06% |
$55K - $60K
|
1.46M
$113M
|
|
|
May 12, 2023
Q1 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-836- 1.17% |
$55.4K - $60.4K
|
70.4K
$5.46M
|
|
|
May 01, 2023
Q1 2023
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-843- 27.68% |
$55.8K - $60.9K
|
2.2K
$171K
|
|
|
Apr 18, 2023
Q1 2023
|
Steph & CO
|
SELL
|
- |
-849- 3.92% |
$56.2K - $61.3K
|
20.8K
$1.61M
|
|
|
May 12, 2023
Q1 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-859- 1.6% |
$56.9K - $62K
|
52.8K
$4.09M
|
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-860- 6.06% |
$56.9K - $62.1K
|
13.3K
$1.03M
|
|
|
May 12, 2023
Q1 2023
|
Connolly Sarah T.
Boston, MA |
SELL
|
- |
-860- 9.53% |
$56.9K - $62.1K
|
8.17K
$633K
|
|
|
Apr 21, 2023
Q1 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-869- 3.12% |
$57.5K - $62.7K
|
27K
$2.09M
|
|
|
Apr 11, 2023
Q1 2023
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-872- 0.96% |
$57.7K - $62.9K
|
90.2K
$6.99M
|
|
|
May 03, 2023
Q1 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-872- 12.29% |
$57.7K - $62.9K
|
6.22K
$482K
|
|
|
Apr 24, 2023
Q1 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-875- 11.72% |
$57.9K - $63.2K
|
6.59K
$511K
|
|
|
May 05, 2023
Q1 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-910- 4.41% |
$60.3K - $65.7K
|
19.7K
$1.53M
|
|
|
May 01, 2023
Q1 2023
|
Lutz Financial Services LLC
|
SELL
|
- |
-912- 21.18% |
$60.4K - $65.8K
|
3.39K
$263K
|
|
|
Apr 11, 2023
Q1 2023
|
Columbia Trust CO 01012016
|
SELL
|
- |
-913- 5.5% |
$60.5K - $65.9K
|
15.7K
$1.22M
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-920- 1.23% |
$60.9K - $66.4K
|
73.7K
$5.72M
|
|
|
May 01, 2023
Q1 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-929- 4.29% |
$61.5K - $67.1K
|
20.7K
$1.6M
|
|
|
May 15, 2023
Q1 2023
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-932- 1.99% |
$61.7K - $67.3K
|
45.8K
$3.55M
|
|
|
May 11, 2023
Q1 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-938- 2.01% |
$62.1K - $67.7K
|
45.7K
$3.54M
|
|
|
May 08, 2023
Q1 2023
|
Zeit Capital LLC
|
SELL
|
- |
-946- 26.53% |
$62.6K - $68.3K
|
2.62K
$203K
|
|
|
May 10, 2023
Q1 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-950- 1.95% |
$62.9K - $68.6K
|
47.7K
$3.7M
|
|
|
Apr 14, 2023
Q1 2023
|
Dakota Wealth Management
|
SELL
|
- |
-956- 11.71% |
$63.3K - $69K
|
7.21K
$559K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-969- 36.25% |
$64.2K - $70K
|
1.7K
$132K
|
|
|
Jul 18, 2023
Q1 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-969- 10.45% |
$64.2K - $70K
|
8.3K
$643K
|
|
|
Apr 20, 2023
Q1 2023
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-975- 7.45% |
$64.6K - $70.4K
|
12.1K
$939K
|
|
|
May 10, 2023
Q1 2023
|
Fluent Financial, LLC
|
SELL
|
- |
-978- 1.96% |
$64.8K - $70.6K
|
48.9K
$3.79M
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-982- 4.94% |
$65K - $70.9K
|
18.9K
$1.47M
|
|
|
May 17, 2023
Q1 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-983- 3.66% |
$65.1K - $71K
|
25.9K
$2M
|
|
|
Apr 11, 2023
Q1 2023
|
Lbj Family Wealth Advisors, Ltd.
|
SELL
|
- |
-990- 0.86% |
$65.6K - $71.5K
|
114K
$8.8M
|
|
|
Apr 26, 2023
Q1 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-1K- 0.7% |
$66.2K - $72.2K
|
142K
$11M
|
|
|
May 03, 2023
Q1 2023
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-1.02K- 2.98% |
$67.4K - $73.5K
|
33.1K
$2.57M
|
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.03K- 9.66% |
$68.1K - $74.2K
|
9.61K
$745K
|
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
SELL
|
- |
-1.03K- 3.07% |
$68.4K - $74.6K
|
32.6K
$2.53M
|
|
|
May 15, 2023
Q1 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-1.03K- 0.51% |
$68.5K - $74.6K
|
202K
$15.6M
|
|
|
Apr 21, 2023
Q1 2023
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-1.04K- 1.51% |
$68.9K - $75.1K
|
67.9K
$5.26M
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.05K- 1.01% |
$69.3K - $75.6K
|
102K
$7.93M
|