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 05, 2023 Q1 2023
Rovin Capital

BUY
 -
7.37K
+ 4.29%
$488K - $532K
179K $13.9M
May 05, 2023 Q1 2023
Global Retirement Partners, LLC

BUY
 -
7.36K
+ 32.77%
$487K - $531K
29.8K $2.31M
May 10, 2023 Q1 2023
Peak Asset Management, LLC

Louisville, CO
BUY
 -
7.31K
New
$484K - $528K
7.31K $567K
Jul 22, 2024 Q1 2023
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
7.27K
+ 44.24%
$481K - $525K
23.7K $1.84M
Sep 12, 2023 Q1 2023
New Republic Capital, LLC

Charlotte, NC
BUY
 -
7.24K
+ 10.08%
$479K - $523K
79K $6.12M
Apr 12, 2023 Q1 2023
Private Trust CO Na

BUY
 -
7.07K
+ 43.04%
$468K - $511K
23.5K $1.82M
May 12, 2023 Q1 2023
Relative Value Partners Group, LLC

Northbrook, IL
BUY
 -
6.79K
+ 18.62%
$450K - $490K
43.3K $3.35M
Apr 04, 2023 Q1 2023
Luken Investment Analytics, LLC

Brentwood, TN
BUY
 -
6.74K
+ 7.1%
$447K - $487K
102K $7.89M
Jun 03, 2024 Q1 2023
Vontobel Holding Ltd.

BUY
 -
6.61K
+ 75.66%
$438K - $477K
15.3K $1.19M
May 15, 2023 Q1 2023
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
6.47K
+ 30.77%
$429K - $467K
27.5K $2.13M
May 04, 2023 Q1 2023
Vantage Financial Partners Ltd., Inc.

BUY
 -
6.37K
+ 3.72%
$422K - $460K
177K $13.8M
Apr 27, 2023 Q1 2023
Ballentine Partners, LLC

Waltham, MA
BUY
 -
6.17K
+ 1.56%
$409K - $445K
402K $31.1M
May 04, 2023 Q1 2023
Us Financial Advisors, LLC

Braintree, MA
BUY
 -
6.16K
+ 3.66%
$408K - $445K
174K $13.5M
May 04, 2023 Q1 2023
Zrc Wealth Management, LLC

Santa Rosa, CA
BUY
 -
6.1K
New
$404K - $440K
6.1K $472K
May 17, 2023 Q1 2023
Financial Enhancement Group LLC

Anderson, IN
BUY
 -
6.09K
+ 5.48%
$403K - $440K
117K $9.09M
May 09, 2023 Q1 2023
Spire Wealth Management

BUY
 -
6.08K
+ 3.91%
$402K - $439K
161K $12.5M
May 09, 2023 Q1 2023
Gs Investments, Inc.

BUY
 -
5.97K
+ 25.7%
$395K - $431K
29.2K $2.26M
Apr 04, 2023 Q1 2023
Stairway Partners, LLC

BUY
 -
5.97K
+ 0.2%
$395K - $431K
2.92M $226M
May 08, 2023 Q1 2023
Hamilton Wealth, LLC

BUY
 -
5.92K
+ 12.8%
$392K - $427K
52.2K $4.04M
Apr 13, 2023 Q1 2023
Ivc Wealth Advisors LLC

BUY
 -
5.91K
+ 38.33%
$392K - $427K
21.3K $1.65M
May 10, 2023 Q1 2023
Grove Bank & Trust

BUY
 -
5.82K
+ 8.91%
$385K - $420K
71.1K $5.51M
May 09, 2023 Q1 2023
Fidelis Capital Partners, LLC

Tampa, FL
BUY
 -
5.78K
New
$383K - $417K
5.78K $448K
Oct 02, 2024 Q1 2023
Cannon Financial Strategists, Inc.

Athens, GA
BUY
 -
5.68K
New
$376K - $410K
5.68K $440K
Apr 24, 2023 Q1 2023
James J. Burns & Company, LLC

Melville, NY
BUY
 -
5.53K
+ 33.96%
$366K - $399K
21.8K $1.69M
May 12, 2023 Q1 2023
Sei Investments CO

Oaks, PA
BUY
 -
5.46K
+ 9.0%
$361K - $394K
66.1K $5.12M
Apr 18, 2023 Q1 2023
Wolff Wiese Magana LLC

BUY
 -
5.43K
New
$360K - $392K
5.43K $421K
May 12, 2023 Q1 2023
Financial Partners Group, LLC

Gallatin, TN
BUY
 -
5.41K
New
$358K - $391K
5.41K $419K
Nov 21, 2023 Q1 2023
Alpine Global Management, LLC

New York, NY
BUY
 -
5.4K
New
$358K - $390K
5.4K $419K
Apr 06, 2023 Q1 2023
Independence Bank Of Kentucky

BUY
 -
5.33K
+ 7.27%
$353K - $384K
78.5K $6.09M
May 12, 2023 Q1 2023
Crewe Advisors LLC

BUY
 -
5.22K
+ 10.11%
$346K - $377K
56.9K $4.41M
May 15, 2023 Q1 2023
Cullen Capital Management, LLC

New York, NY
BUY
 -
5.21K
New
$345K - $376K
5.21K $404K
May 10, 2023 Q1 2023
Pittenger & Anderson Inc

BUY
 -
5.19K
+ 2.82%
$343K - $374K
189K $14.7M
May 15, 2023 Q1 2023
Edgestream Partners, L.P.

Princeton, NJ
BUY
 -
5.1K
+ 63.06%
$337K - $368K
13.2K $1.02M
May 12, 2023 Q1 2023
Trail Ridge Investment Advisors, LLC

BUY
 -
5.08K
New
$336K - $366K
5.08K $393K
Apr 27, 2023 Q1 2023
First National Corp

BUY
 -
5.04K
+ 19.35%
$333K - $363K
31K $2.41M
Apr 05, 2023 Q1 2023
Quent Capital, LLC

BUY
 -
4.96K
+ 3.68%
$328K - $358K
140K $10.8M
Jun 21, 2023 Q1 2023
Gries Financial LLC

Cleveland, OH
BUY
 -
4.93K
+ 17.04%
$326K - $356K
33.8K $2.62M
May 03, 2023 Q1 2023
Krilogy Financial LLC

BUY
 -
4.82K
+ 8.9%
$319K - $348K
59.1K $4.58M
Apr 06, 2023 Q1 2023
Aurora Private Wealth, Inc.

BUY
 -
4.76K
New
$315K - $344K
4.76K $369K
Apr 19, 2023 Q1 2023
Harbour Capital Advisors, LLC

BUY
 -
4.72K
+ 29.43%
$313K - $341K
20.8K $1.61M
May 02, 2023 Q1 2023
Leo Brokerage, LLC

BUY
 -
4.66K
New
$308K - $336K
4.66K $361K
May 04, 2023 Q1 2023
Schneider Downs Wealth Management Advisors, LP

BUY
 -
4.66K
+ 5.29%
$308K - $336K
92.6K $7.18M
May 01, 2023 Q1 2023
Oldfather Financial Services, LLC

BUY
 -
4.55K
+ 4.92%
$301K - $328K
97K $7.52M
Apr 13, 2023 Q1 2023
Webster Bank, N. A.

BUY
 -
4.49K
+ 6.23%
$297K - $324K
76.5K $5.93M
May 10, 2023 Q1 2023
Grey Street Capital, LLC

Chicago, IL
BUY
 -
4.47K
New
$296K - $323K
4.47K $346K
May 10, 2023 Q1 2023
Guggenheim Capital LLC

Chicago, IL
BUY
 -
4.38K
+ 11.65%
$290K - $316K
42K $3.25M
May 05, 2023 Q1 2023
Checchi Capital Advisers, LLC

Beverly Hills, CA
BUY
 -
4.32K
+ 3.76%
$286K - $312K
119K $9.22M
Apr 12, 2023 Q1 2023
Contravisory Investment Management, Inc.

BUY
 -
4.3K
+ 22.81%
$285K - $311K
23.2K $1.8M
Apr 12, 2023 Q1 2023
Cfm Wealth Partners LLC

BUY
 -
4.29K
New
$284K - $310K
4.29K $333K

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