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 24, 2023
Q1 2023
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-6.11K- 58.92% |
$405K - $441K
|
4.26K
$332K
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6.25K- 1.2% |
$414K - $451K
|
515K
$40.1M
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-6.29K- 5.65% |
$416K - $454K
|
105K
$8.17M
|
|
|
May 03, 2023
Q1 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-6.32K- 9.72% |
$418K - $456K
|
58.7K
$4.57M
|
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-6.33K- 8.16% |
$419K - $457K
|
71.2K
$5.55M
|
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-6.4K- 9.89% |
$424K - $462K
|
58.4K
$4.55M
|
|
|
May 15, 2023
Q1 2023
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-6.43K- 45.83% |
$426K - $464K
|
7.6K
$592K
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-6.57K- 3.24% |
$435K - $474K
|
196K
$15.3M
|
|
|
Aug 02, 2023
Q1 2023
|
Strs Ohio
|
SELL
|
- |
-6.57K- 17.77% |
$435K - $474K
|
30.4K
$2.37M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-6.75K- 67.22% |
$447K - $487K
|
3.29K
$256K
|
|
|
Apr 14, 2023
Q1 2023
|
Asset Planning Corporation
|
SELL
|
- |
-6.76K- 12.33% |
$448K - $488K
|
48.1K
$3.74M
|
|
|
May 04, 2023
Q1 2023
|
Delta Financial Advisors LLC
|
SELL
|
- |
-6.86K- 9.05% |
$455K - $496K
|
69K
$5.37M
|
|
|
May 04, 2023
Q1 2023
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-6.91K- 8.27% |
$458K - $499K
|
76.7K
$5.97M
|
|
|
Apr 11, 2023
Q1 2023
|
Parisi Gray Wealth Management
|
SELL
|
- |
-7.05K- 5.71% |
$467K - $509K
|
117K
$9.08M
|
|
|
Apr 11, 2023
Q1 2023
|
Rmr Wealth Builders
|
SELL
|
- |
-7.05K- 9.94% |
$467K - $509K
|
63.9K
$4.98M
|
|
|
May 05, 2023
Q1 2023
|
Destination Wealth Management
|
SELL
|
- |
-7.12K- 1.64% |
$471K - $514K
|
427K
$33.3M
|
|
|
May 11, 2023
Q1 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-7.16K- 87.79% |
$474K - $517K
|
996
$77.6K
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-7.19K- 31.89% |
$476K - $519K
|
15.4K
$1.2M
|
|
|
May 12, 2023
Q1 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-7.2K- 3.49% |
$477K - $520K
|
199K
$15.5M
|
|
|
May 03, 2023
Q1 2023
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-7.3K- 18.87% |
$483K - $527K
|
31.4K
$2.44M
|
|
|
May 15, 2023
Q1 2023
|
Miller Investment Management, LP
West Conshohocken, PA |
SELL
|
- |
-7.32K- 0.95% |
$484K - $528K
|
766K
$59.7M
|
|
|
Apr 28, 2023
Q1 2023
|
Simmons Bank
|
SELL
|
- |
-7.36K- 5.13% |
$487K - $531K
|
136K
$10.6M
|
|
|
May 03, 2023
Q1 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-7.39K- 2.27% |
$489K - $533K
|
317K
$24.7M
|
|
|
May 15, 2023
Q1 2023
|
Prism Advisors, Inc.
|
SELL
|
- |
-7.48K- 2.51% |
$495K - $540K
|
290K
$22.6M
|
|
|
May 12, 2023
Q1 2023
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-7.5K- 4.02% |
$496K - $541K
|
179K
$13.9M
|
|
|
Apr 21, 2023
Q1 2023
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-7.58K- 1.88% |
$502K - $547K
|
396K
$30.9M
|
|
|
Apr 05, 2023
Q1 2023
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-7.62K- 61.31% |
$505K - $550K
|
4.81K
$375K
|
|
|
May 10, 2023
Q1 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-7.64K- 6.38% |
$506K - $552K
|
112K
$8.74M
|
|
|
Apr 19, 2023
Q1 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-7.71K- 3.79% |
$511K - $557K
|
196K
$15.3M
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-7.73K- 4.69% |
$512K - $558K
|
157K
$12.2M
|
|
|
May 11, 2023
Q1 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-7.76K- 40.89% |
$514K - $560K
|
11.2K
$873K
|
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-7.76K- 9.78% |
$514K - $560K
|
71.6K
$5.58M
|
|
|
Apr 18, 2023
Q1 2023
|
Financial Services Advisory Inc
|
SELL
|
- |
-7.77K- 13.67% |
$515K - $561K
|
49.1K
$3.82M
|
|
|
May 05, 2023
Q1 2023
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-7.78K- 19.43% |
$515K - $562K
|
32.3K
$2.51M
|
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-7.84K- 26.85% |
$519K - $566K
|
21.4K
$1.66M
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-7.9K- 7.03% |
$523K - $570K
|
105K
$8.15M
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-7.91K- 7.32% |
$524K - $571K
|
100K
$7.79M
|
|
|
May 08, 2023
Q1 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-8.16K- 6.83% |
$540K - $589K
|
111K
$8.67M
|
|
|
May 15, 2023
Q1 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-8.4K- 1.71% |
$556K - $606K
|
484K
$37.7M
|
|
|
Dec 12, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-8.45K- 66.14% |
$560K - $610K
|
4.33K
$337K
|
|
|
Aug 08, 2023
Q1 2023
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-8.51K- 28.2% |
$563K - $614K
|
21.7K
$1.69M
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-8.83K- 15.41% |
$585K - $637K
|
48.5K
$3.78M
|
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-8.99K- 58.51% |
$595K - $649K
|
6.37K
$496K
|
|
|
Jul 18, 2023
Q1 2023
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-9.14K- 36.61% |
$605K - $659K
|
15.8K
$1.23M
|
|
|
May 10, 2023
Q1 2023
|
Mai Capital Management
|
SELL
|
- |
-9.22K- 3.26% |
$610K - $665K
|
273K
$21.3M
|
|
|
May 01, 2023
Q1 2023
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-9.38K- 4.07% |
$621K - $677K
|
221K
$17.2M
|
|
|
May 12, 2023
Q1 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-9.41K- 5.95% |
$623K - $679K
|
149K
$11.6M
|
|
|
Apr 17, 2023
Q1 2023
|
Connable Office Inc
|
SELL
|
- |
-9.44K- 3.02% |
$625K - $681K
|
303K
$23.6M
|
|
|
Apr 27, 2023
Q1 2023
|
Leisure Capital Management
|
SELL
|
- |
-9.58K- 55.22% |
$634K - $691K
|
7.77K
$605K
|
|
|
Apr 28, 2023
Q1 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-9.67K- 4.07% |
$640K - $698K
|
228K
$17.8M
|