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
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-59.3K- 61.61% |
$3.93M - $4.28M
|
36.9K
$2.86M
|
|
|
May 12, 2023
Q1 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-68.7K- 37.15% |
$4.55M - $4.96M
|
116K
$9M
|
|
|
May 11, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-69.7K- 5.37% |
$4.62M - $5.03M
|
1.23M
$95.3M
|
|
|
May 15, 2023
Q1 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-73.1K- 92.21% |
$4.84M - $5.28M
|
6.17K
$478K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-74K- 66.55% |
$4.9M - $5.34M
|
37.2K
$2.88M
|
|
|
May 09, 2023
Q1 2023
|
Thornburg Investment Management Inc
|
SELL
|
- |
-75.1K- 47.68% |
$4.97M - $5.42M
|
82.4K
$6.39M
|
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-75.3K- 7.34% |
$4.98M - $5.43M
|
950K
$73.6M
|
|
|
May 12, 2023
Q1 2023
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-75.7K- 92.84% |
$5.01M - $5.46M
|
5.84K
$452K
|
|
|
May 04, 2023
Q1 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-75.9K- 22.62% |
$5.03M - $5.48M
|
260K
$20.1M
|
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-77.6K- 66.24% |
$5.14M - $5.6M
|
39.5K
$3.06M
|
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-78.3K- 72.03% |
$5.18M - $5.65M
|
30.4K
$2.36M
|
|
|
May 12, 2023
Q1 2023
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
SELL
|
- |
-79.1K- 66.97% |
$5.24M - $5.71M
|
39K
$3.02M
|
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-82.2K- 10.53% |
$5.44M - $5.94M
|
699K
$54.2M
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-83.2K- 55.31% |
$5.51M - $6.01M
|
67.3K
$5.21M
|
|
|
Apr 27, 2023
Q1 2023
|
Conning Inc.
|
SELL
|
- |
-84.6K- 21.21% |
$5.6M - $6.11M
|
314K
$24.4M
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-85.9K- 74.82% |
$5.69M - $6.2M
|
28.9K
$2.24M
|
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-89.5K- 3.41% |
$5.92M - $6.46M
|
2.53M
$196M
|
|
|
May 02, 2023
Q1 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-91.9K- 93.04% |
$6.08M - $6.63M
|
6.88K
$533K
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-94.7K- 7.22% |
$6.27M - $6.84M
|
1.22M
$94.3M
|
|
|
May 15, 2023
Q1 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-95.4K- 15.49% |
$6.32M - $6.89M
|
520K
$40.3M
|
|
|
Apr 06, 2023
Q1 2023
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-95.5K- 42.36% |
$6.33M - $6.9M
|
130K
$10.1M
|
|
|
May 08, 2023
Q1 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-106K- 25.65% |
$7.03M - $7.66M
|
308K
$23.8M
|
|
|
May 12, 2023
Q1 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-108K- 52.83% |
$7.13M - $7.77M
|
96.1K
$7.45M
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-108K- 99.9% |
$7.13M - $7.77M
|
112
$8.68K
|
|
|
Apr 13, 2023
Q1 2023
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-112K- 11.99% |
$7.44M - $8.11M
|
825K
$64M
|
|
|
May 15, 2023
Q1 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-122K- 83.21% |
$8.05M - $8.78M
|
24.5K
$1.9M
|
|
|
Jul 25, 2023
Q1 2023
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-123K- 96.9% |
$8.17M - $8.9M
|
3.95K
$306K
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-126K- 24.95% |
$8.31M - $9.06M
|
378K
$29.3M
|
|
|
May 11, 2023
Q1 2023
|
Panagora Asset Management Inc
Boston, MA |
SELL
|
- |
-133K- 76.74% |
$8.81M - $9.61M
|
40.3K
$3.13M
|
|
|
May 08, 2023
Q1 2023
|
Cambiar Investors LLC
|
SELL
|
- |
-134K- 48.15% |
$8.87M - $9.67M
|
144K
$11.2M
|
|
|
Apr 17, 2023
Q1 2023
|
Johnson & White Wealth Management, LLC
York, PA |
SELL
|
- |
-136K- 85.56% |
$9.01M - $9.82M
|
23K
$1.78M
|
|
|
May 15, 2023
Q1 2023
|
Gould Capital, LLC
|
SELL
|
- |
-136K- 98.02% |
$9.03M - $9.85M
|
2.75K
$213K
|
|
|
Apr 14, 2023
Q1 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-142K- 19.56% |
$9.38M - $10.2M
|
582K
$45.1M
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-153K- 91.59% |
$10.2M - $11.1M
|
14.1K
$1.09M
|
|
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-154K- 92.9% |
$10.2M - $11.1M
|
11.8K
$911K
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-167K- 26.04% |
$11M - $12M
|
474K
$36.7M
|
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-167K- 0.79% |
$11.1M - $12.1M
|
21M
$1.62B
|
|
|
Apr 26, 2023
Q1 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-169K- 98.22% |
$11.2M - $12.2M
|
3.07K
$238K
|
|
|
May 12, 2023
Q1 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-197K- 85.14% |
$13M - $14.2M
|
34.4K
$2.66M
|
|
|
May 12, 2023
Q1 2023
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-200K- 8.36% |
$13.3M - $14.5M
|
2.2M
$170M
|
|
|
May 02, 2023
Q1 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-201K- 91.49% |
$13.3M - $14.5M
|
18.7K
$1.45M
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
SELL
|
- |
-221K- 28.96% |
$14.6M - $15.9M
|
542K
$42M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-275K- 0.74% |
$18.2M - $19.8M
|
37M
$2.87B
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-275K- 0.74% |
$18.2M - $19.8M
|
37M
$2.87B
|
|
|
May 05, 2023
Q1 2023
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-277K- 44.41% |
$18.4M - $20M
|
347K
$26.9M
|
|
|
May 15, 2023
Q1 2023
|
Capital Fund Management S.A.
Paris, I0 |
SELL
|
- |
-279K- 41.82% |
$18.5M - $20.1M
|
388K
$30M
|
|
|
May 15, 2023
Q1 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-295K- 5.32% |
$19.5M - $21.3M
|
5.25M
$407M
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-306K- 2.72% |
$20.3M - $22.1M
|
10.9M
$849M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-315K- 34.83% |
$20.9M - $22.8M
|
590K
$45.7M
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
SELL
|
- |
-326K- 11.45% |
$21.6M - $23.5M
|
2.52M
$195M
|