Purchases and Sales Made in Q1 2023 in Ishares Tr Msci Eafe ETF (EFA)

EFA Quotes by TradingView

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 13, 2023 Q1 2023
Ewg Elevate Inc.

BUY
 -
53.5K
+ 155.59%
$3.54M - $3.86M
87.9K $6.81M
May 12, 2023 Q1 2023
Select Asset Management & Trust

Mechanicsburg, PA
BUY
 -
53.1K
+ 515.55%
$3.52M - $3.84M
63.4K $4.92M
May 08, 2023 Q1 2023
Avidian Wealth Solutions, LLC

BUY
 -
52.8K
+ 650.89%
$3.49M - $3.81M
60.9K $4.72M
May 15, 2023 Q1 2023
Mill Creek Capital Advisors, LLC

Conshohocken, PA
BUY
 -
51.6K
+ 412.74%
$3.42M - $3.73M
64.1K $4.97M
May 15, 2023 Q1 2023
Lido Advisors, LLC

Los Angeles, CA
BUY
 -
50.9K
+ 26.02%
$3.37M - $3.67M
246K $19.1M
Apr 24, 2023 Q1 2023
Strategic Wealth Partners, Ltd.

Independence, OH
BUY
 -
48.7K
+ 21.1%
$3.22M - $3.51M
279K $21.7M
Apr 28, 2023 Q1 2023
Badgley Phelps Wealth Managers, LLC

BUY
 -
48.6K
+ 2.46%
$3.22M - $3.51M
2.03M $157M
May 08, 2023 Q1 2023
Van Leeuwen & Company, LLC

Princeton, NJ
BUY
 -
48.2K
+ 52.91%
$3.19M - $3.48M
139K $10.8M
Feb 06, 2024 Q1 2023
Van Leeuwen & Company, LLC

Princeton, NJ
BUY
 -
48.2K
+ 52.91%
$3.19M - $3.48M
139K $10.8M
Apr 07, 2023 Q1 2023
Diversified Trust CO

BUY
 -
47.9K
+ 56.5%
$3.17M - $3.46M
133K $10.3M
Apr 17, 2023 Q1 2023
First Heartland Consultants, Inc.

BUY
 -
46.4K
New
$3.07M - $3.35M
46.4K $3.6M
May 03, 2023 Q1 2023
Lyell Wealth Management, LP

BUY
 -
44.4K
New
$2.94M - $3.2M
44.4K $3.44M
May 10, 2023 Q1 2023
Private Advisor Group, LLC

BUY
 -
44.3K
+ 29.02%
$2.93M - $3.2M
197K $15.3M
May 15, 2023 Q1 2023
Pine Valley Investments LTD Liability CO

Marlton, NJ
BUY
 -
43K
New
$2.85M - $3.1M
43K $3.33M
May 04, 2023 Q1 2023
Barber Financial Group, Inc.

BUY
 -
42.6K
New
$2.82M - $3.08M
42.6K $3.3M
May 26, 2023 Q1 2023
Sheets Smith Wealth Management

BUY
 -
40.3K
+ 55991.67%
$2.67M - $2.91M
40.4K $3.13M
Jun 07, 2023 Q1 2023
Atomi Financial Group, Inc.

Irvine, CA
BUY
 -
40.3K
New
$2.67M - $2.91M
40.3K $3.12M
Apr 06, 2023 Q1 2023
Btc Capital Management, Inc.

BUY
 -
39.3K
+ 12.82%
$2.6M - $2.83M
345K $26.8M
Apr 18, 2023 Q1 2023
Connecticut Wealth Management, LLC

BUY
 -
38.4K
+ 347.73%
$2.54M - $2.77M
49.5K $3.83M
May 05, 2023 Q1 2023
Cullen/Frost Bankers, Inc.

BUY
 -
38K
+ 2.92%
$2.51M - $2.74M
1.34M $104M
May 15, 2023 Q1 2023
Met Life Investment Management, LLC

Whippany, NJ
BUY
 -
37.2K
+ 19.4%
$2.46M - $2.69M
229K $17.7M
May 12, 2023 Q1 2023
Credit Agricole S A

BUY
 -
37.2K
+ 62.47%
$2.46M - $2.69M
96.7K $7.5M
May 11, 2023 Q1 2023
Commonwealth Equity Services, LLC

BUY
 -
36.3K
+ 3.83%
$2.4M - $2.62M
985K $76.3M
May 03, 2023 Q1 2023
Sig Fig Wealth Management, LLC

San Francisco, CA
BUY
 -
35.4K
New
$2.34M - $2.56M
35.4K $2.74M
May 09, 2023 Q1 2023
1 St Source Bank

BUY
 -
35.1K
+ 10.04%
$2.32M - $2.53M
384K $29.8M
May 10, 2023 Q1 2023
Endowment Wealth Management, Inc.

Appleton, WI
BUY
 -
34.7K
New
$2.3M - $2.5M
34.7K $2.69M
May 12, 2023 Q1 2023
New Edge Advisors, LLC

New Orleans, LA
BUY
 -
32.9K
+ 38.56%
$2.18M - $2.38M
118K $9.18M
May 11, 2023 Q1 2023
Sun Life Financial Inc

Toronto, A6
BUY
 -
32.2K
+ 297.18%
$2.13M - $2.33M
43.1K $3.34M
Nov 21, 2023 Q1 2023
Cibc Private Wealth Group, LLC

BUY
 -
31.9K
+ 2.67%
$2.12M - $2.31M
1.23M $95.3M
May 08, 2023 Q1 2023
Mgo One Seven LLC

Beachwood, OH
BUY
 -
31K
+ 121.17%
$2.06M - $2.24M
56.7K $4.39M
May 05, 2023 Q1 2023
Ntv Asset Management LLC

BUY
 -
30.4K
+ 181.99%
$2.02M - $2.2M
47.2K $3.65M
May 03, 2023 Q1 2023
Calamos Wealth Management LLC

BUY
 -
30.1K
+ 32.88%
$2M - $2.18M
122K $9.44M
Apr 20, 2023 Q1 2023
Clear Creek Financial Management, LLC

BUY
 -
30K
+ 499.13%
$1.99M - $2.16M
36K $2.79M
May 15, 2023 Q1 2023
Pinnacle Family Advisors, LLC

Springfield, MO
BUY
 -
29.7K
+ 56.64%
$1.96M - $2.14M
82K $6.36M
Apr 26, 2023 Q1 2023
Pinnacle Financial Partners Inc

BUY
 -
29.2K
+ 10.58%
$1.94M - $2.11M
306K $23.7M
May 15, 2023 Q1 2023
Tcwp LLC

Tampa, FL
BUY
 -
29.2K
New
$1.93M - $2.11M
29.2K $2.26M
May 15, 2023 Q1 2023
Stock Yards Bank & Trust CO

Louisville, KY
BUY
 -
28.9K
+ 4.93%
$1.92M - $2.09M
616K $47.8M
May 12, 2023 Q1 2023
Tctc Holdings, LLC

Dallas, TX
BUY
 -
28.8K
+ 30.0%
$1.91M - $2.08M
125K $9.67M
May 12, 2023 Q1 2023
Caisse De Depot Et Placement Du Quebec

Montreal, A8
BUY
 -
28.6K
+ 3.94%
$1.89M - $2.06M
755K $58.5M
Apr 25, 2023 Q1 2023
James Investment Research Inc

BUY
 -
28.1K
+ 397.59%
$1.86M - $2.02M
35.1K $2.72M
May 02, 2023 Q1 2023
Easterly Investment Partners LLC

BUY
 -
26.1K
New
$1.73M - $1.89M
26.1K $2.03M
May 08, 2023 Q1 2023
Lionsbridge Wealth Management LLC

Jacksonville Beach, FL
BUY
 -
25.7K
+ 103.81%
$1.7M - $1.85M
50.4K $3.91M
Apr 13, 2023 Q1 2023
Kmg Fiduciary Partners, LLC

BUY
 -
25.5K
New
$1.69M - $1.84M
25.5K $1.98M
Apr 12, 2023 Q1 2023
Lion Street Advisors, LLC

BUY
 -
25.3K
+ 678.72%
$1.68M - $1.83M
29.1K $2.25M
May 17, 2023 Q1 2023
Centaurus Financial, Inc.

BUY
 -
25.2K
+ 212.17%
$1.67M - $1.82M
37K $2.87M
Apr 26, 2023 Q1 2023
Financial & Tax Architects, LLC

St Louis, MO
BUY
 -
25.1K
+ 12.66%
$1.66M - $1.81M
223K $17.3M
Apr 17, 2023 Q1 2023
Atticus Wealth Management, LLC

BUY
 -
24.6K
+ 109.96%
$1.63M - $1.78M
47K $3.64M
May 15, 2023 Q1 2023
Maven Securities LTD

St Helier, Y9
BUY
 -
23.5K
New
$1.56M - $1.7M
23.5K $1.82M
Apr 14, 2023 Q1 2023
Wood Trust Financial Corp

BUY
 -
23.2K
+ 3.4%
$1.54M - $1.67M
705K $54.6M

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