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
May 11, 2023 Q1 2023
Legacy Capital Group California, Inc.

Los Gatos, CA
BUY
 -
23K
New
$1.52M - $1.66M
23K $1.78M
May 12, 2023 Q1 2023
Trek Financial, LLC

Scottsdale, AZ
BUY
 -
23K
New
$1.52M - $1.66M
23K $1.78M
Nov 16, 2023 Q1 2023
Olympus Wealth Management, LLC

Cottonwood Heights, UT
BUY
 -
22.6K
+ 64.26%
$1.5M - $1.63M
57.8K $4.48M
Apr 18, 2023 Q1 2023
Darwin Advisors, LLC

BUY
 -
22.1K
+ 18.39%
$1.47M - $1.6M
143K $11M
May 02, 2023 Q1 2023
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
21.6K
+ 20.23%
$1.43M - $1.56M
128K $9.95M
Apr 24, 2023 Q1 2023
Mackenzie Financial Corp

Toronto Ontario, A6
BUY
 -
21.4K
+ 0.75%
$1.42M - $1.55M
2.89M $224M
Apr 26, 2023 Q1 2023
Chicago Partners Investment Group LLC

BUY
 -
21.4K
+ 36.24%
$1.42M - $1.54M
80.4K $6.23M
Apr 13, 2023 Q1 2023
Prosperity Planning, Inc.

BUY
 -
21.3K
+ 11.84%
$1.41M - $1.54M
201K $15.6M
May 01, 2023 Q1 2023
Ieq Capital, LLC

BUY
 -
21.1K
+ 10.38%
$1.4M - $1.52M
225K $17.4M
May 11, 2023 Q1 2023
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
20.9K
+ 30.2%
$1.39M - $1.51M
90.3K $7M
May 10, 2023 Q1 2023
Twin Tree Management, LP

Dallas, TX
BUY
 -
20.9K
New
$1.38M - $1.51M
20.9K $1.62M
May 15, 2023 Q1 2023
Cetera Advisors LLC

Denver, CO
BUY
 -
20.5K
+ 27.05%
$1.36M - $1.48M
96.4K $7.47M
Apr 10, 2023 Q1 2023
Iam Advisory, LLC

BUY
 -
19.8K
New
$1.31M - $1.43M
19.8K $1.54M
May 15, 2023 Q1 2023
Frank, Rimerman Advisors LLC

Palo Alto, CA
BUY
 -
19.5K
New
$1.29M - $1.41M
19.5K $1.51M
Apr 17, 2023 Q1 2023
Colton Groome Financial Advisors, LLC

BUY
 -
18.3K
+ 18.17%
$1.21M - $1.32M
119K $9.21M
Apr 28, 2023 Q1 2023
Salomon & Ludwin, LLC

BUY
 -
18.2K
+ 5.43%
$1.2M - $1.31M
353K $27.4M
May 15, 2023 Q1 2023
Metropolitan Life Insurance CO

New York, NY
BUY
 -
18K
+ 4.93%
$1.19M - $1.3M
383K $29.7M
May 15, 2023 Q1 2023
Belpointe Asset Management LLC

BUY
 -
17.9K
+ 42.48%
$1.18M - $1.29M
60K $4.65M
May 11, 2023 Q1 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
17.7K
+ 1.01%
$1.17M - $1.28M
1.76M $137M
Apr 21, 2023 Q1 2023
Paladin Advisory Group, LLC

BUY
 -
17.6K
New
$1.17M - $1.27M
17.6K $1.37M
Apr 14, 2023 Q1 2023
O'Connor Financial Group LLC

Quincy, IL
BUY
 -
17.6K
New
$1.17M - $1.27M
17.6K $1.37M
Apr 12, 2023 Q1 2023
Country Club Bank

BUY
 -
17.1K
+ 4.75%
$1.13M - $1.23M
376K $29.1M
Sep 18, 2023 Q1 2023
Cape Ann Savings Bank

Gloucester, MA
BUY
 -
16.8K
+ 15.38%
$1.12M - $1.22M
126K $9.79M
May 25, 2023 Q1 2023
Empower Advisory Group, LLC

Greenwood Village, CO
BUY
 -
16.7K
New
$1.11M - $1.2M
16.7K $1.29M
Apr 26, 2023 Q1 2023
Fiera Capital Corp

Montreal, A8
BUY
 -
16.6K
+ 5.11%
$1.1M - $1.2M
341K $26.4M
May 03, 2023 Q1 2023
Agf Management LTD

Toronto Ontario Canada, A6
BUY
 -
16.5K
+ 32.2%
$1.09M - $1.19M
67.8K $5.25M
May 03, 2023 Q1 2023
Integrated Wealth Concepts LLC

BUY
 -
16.5K
+ 84.6%
$1.09M - $1.19M
36K $2.79M
Apr 18, 2023 Q1 2023
Park Edge Advisors, LLC

Cleveland, OH
BUY
 -
16.3K
New
$1.08M - $1.18M
16.3K $1.26M
May 08, 2023 Q1 2023
Hudock, Inc.

BUY
 -
16.3K
New
$1.08M - $1.18M
16.3K $1.26M
May 15, 2023 Q1 2023
Toroso Investments, LLC

Massapequa, NY
BUY
 -
15.7K
+ 88.35%
$1.04M - $1.14M
33.5K $2.6M
Apr 18, 2023 Q1 2023
Allworth Financial LP

BUY
 -
15.7K
+ 4.13%
$1.04M - $1.13M
396K $30.7M
Apr 11, 2023 Q1 2023
Mutual Advisors, LLC

Casper, WY
BUY
 -
15.5K
+ 92.88%
$1.02M - $1.12M
32.1K $2.49M
May 05, 2023 Q1 2023
Retirement Income Solutions, Inc

Ann Arbor, MI
BUY
 -
15.5K
+ 61.71%
$1.02M - $1.12M
40.5K $3.14M
May 15, 2023 Q1 2023
Laird Norton Trust Company, LLC

BUY
 -
15.4K
+ 9.82%
$1.02M - $1.11M
172K $13.4M
Apr 24, 2023 Q1 2023
Corundum Group, Inc.

BUY
 -
15.3K
+ 11.16%
$1.01M - $1.1M
152K $11.8M
May 09, 2023 Q1 2023
Gw&K Investment Management, LLC

Boston, MA
BUY
 -
15.1K
New
$1M - $1.09M
15.1K $1.17M
May 09, 2023 Q1 2023
Mather Group, Llc.

Chicago, IL
BUY
 -
15K
+ 82.13%
$994K - $1.08M
33.3K $2.58M
Apr 25, 2023 Q1 2023
Innova Wealth Partners

BUY
 -
14.9K
+ 58.26%
$985K - $1.07M
40.4K $3.13M
May 10, 2023 Q1 2023
Legacy Capital Wealth Partners, LLC

Little Rock, AR
BUY
 -
14.7K
New
$972K - $1.06M
14.7K $1.14M
May 11, 2023 Q1 2023
Summit Wealth & Retirement Planning, Inc.

BUY
 -
13.8K
+ 13.4%
$911K - $993K
116K $9.02M
May 10, 2023 Q1 2023
Dohj, LLC

Seattle, WA
BUY
 -
13.4K
New
$885K - $965K
13.4K $1.04M
Apr 10, 2023 Q1 2023
Dynamic Advisor Solutions LLC

BUY
 -
13.1K
+ 110.88%
$869K - $947K
25K $1.93M
Apr 24, 2023 Q1 2023
Richard W. Paul & Associates, LLC

Novi, MI
BUY
 -
12.8K
+ 56.0%
$848K - $925K
35.7K $2.77M
May 09, 2023 Q1 2023
Paulson Wealth Management Inc.

BUY
 -
12.6K
+ 3.81%
$836K - $911K
344K $26.7M
May 10, 2023 Q1 2023
Tocqueville Asset Management L.P.

New York, NY
BUY
 -
12.4K
New
$822K - $896K
12.4K $962K
Aug 13, 2024 Q1 2023
Glen Eagle Advisors, LLC

Kingston, NJ
BUY
 -
12.4K
+ 52.5%
$819K - $892K
35.9K $2.78M
Apr 25, 2023 Q1 2023
Advisor Resource Council

BUY
 -
12.3K
New
$814K - $887K
12.3K $952K
May 12, 2023 Q1 2023
Doliver Advisors, LP

Houston, TX
BUY
 -
12.2K
New
$810K - $883K
12.2K $948K
May 01, 2023 Q1 2023
Cutler Group LP

BUY
 -
12.2K
+ 329.73%
$808K - $881K
15.9K $1.23M

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