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 01, 2023 Q1 2023
Corepath Wealth Partners LLC

Scottsdale, AZ
BUY
 -
4.24K
+ 2.04%
$281K - $306K
212K $16.4M
May 15, 2023 Q1 2023
Smh Capital Advisors Inc

BUY
 -
4.17K
New
$276K - $301K
4.17K $323K
May 11, 2023 Q1 2023
True Private Wealth Advisors

BUY
 -
4.16K
New
$276K - $301K
4.16K $323K
May 15, 2023 Q1 2023
Arlington Capital Management, Inc.

Arlington Heights, IL
BUY
 -
4.12K
+ 38.73%
$273K - $297K
14.8K $1.14M
Apr 17, 2023 Q1 2023
Ronald Blue Trust, Inc.

Brentwood, TN
BUY
 -
4.09K
+ 86.46%
$271K - $295K
8.83K $684K
May 15, 2023 Q1 2023
Iht Wealth Management, LLC

Chicago, IL
BUY
 -
4K
+ 21.29%
$265K - $289K
22.8K $1.77M
May 10, 2023 Q1 2023
Magnus Financial Group LLC

New York, NY
BUY
 -
3.99K
+ 73.46%
$264K - $288K
9.43K $731K
May 05, 2023 Q1 2023
Kalos Management, Inc.

Alpharetta, GA
BUY
 -
3.99K
New
$264K - $288K
3.99K $309K
May 08, 2023 Q1 2023
West Coast Financial LLC

BUY
 -
3.97K
+ 5.68%
$263K - $287K
74K $5.73M
Apr 18, 2023 Q1 2023
D.B. Root & Company, LLC

BUY
 -
3.93K
New
$260K - $284K
3.93K $305K
May 15, 2023 Q1 2023
First Horizon Advisors, Inc.

BUY
 -
3.92K
+ 0.68%
$259K - $283K
583K $45.2M
May 11, 2023 Q1 2023
Salem Investment Counselors Inc

Winston Salem, NC
BUY
 -
3.91K
+ 46.45%
$259K - $282K
12.3K $954K
May 05, 2023 Q1 2023
Howland Capital Management LLC

BUY
 -
3.9K
+ 54.23%
$258K - $282K
11.1K $860K
May 12, 2023 Q1 2023
Holderness Investments CO

Greensboro, NC
BUY
 -
3.89K
New
$258K - $281K
3.89K $302K
May 05, 2023 Q1 2023
Transatlantique Private Wealth LLC

BUY
 -
3.8K
New
$252K - $274K
3.8K $295K
May 11, 2023 Q1 2023
Pfg Investments, LLC

Woodbury, NY
BUY
 -
3.77K
New
$250K - $272K
3.77K $292K
May 11, 2023 Q1 2023
Forte Capital LLC

BUY
 -
3.74K
New
$248K - $270K
3.74K $290K
May 15, 2023 Q1 2023
Montag & Caldwell, LLC

Atlanta, GA
BUY
 -
3.74K
New
$248K - $270K
3.74K $290K
Apr 28, 2023 Q1 2023
Wealthfront Advisers LLC

BUY
 -
3.72K
New
$247K - $269K
3.72K $289K
Aug 07, 2024 Q1 2023
Abound Wealth Management

Franklin, TN
BUY
 -
3.72K
New
$246K - $268K
3.72K $288K
Apr 20, 2023 Q1 2023
Grimes & Company, Inc.

BUY
 -
3.7K
+ 3.48%
$245K - $267K
110K $8.53M
May 10, 2023 Q1 2023
Bessemer Group Inc

Woodbridge, NJ
BUY
 -
3.65K
+ 5.87%
$242K - $263K
65.8K $5.1M
May 05, 2023 Q1 2023
Steel Peak Wealth Management LLC

BUY
 -
3.65K
+ 3.11%
$242K - $263K
121K $9.36M
May 03, 2023 Q1 2023
Family Asset Management, LLC

Charleston, SC
BUY
 -
3.64K
+ 6.52%
$241K - $262K
59.4K $4.6M
Jul 06, 2023 Q1 2023
Awm Capital, LLC

BUY
 -
3.63K
New
$241K - $262K
3.63K $282K
Aug 14, 2023 Q1 2023
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
3.58K
+ 2.42%
$237K - $258K
151K $11.7M
Nov 13, 2023 Q1 2023
Td Waterhouse Canada Inc.

Toronto, A6
BUY
 -
3.54K
+ 8.47%
$235K - $256K
45.4K $3.52M
May 04, 2023 Q1 2023
Clear Harbor Asset Management, LLC

BUY
 -
3.49K
New
$231K - $252K
3.49K $271K
Apr 20, 2023 Q1 2023
Cortland Associates Inc

BUY
 -
3.37K
New
$223K - $244K
3.37K $262K
Apr 06, 2023 Q1 2023
Patton Fund Management, Inc.

BUY
 -
3.33K
+ 1.48%
$220K - $240K
228K $17.6M
Apr 25, 2023 Q1 2023
Sage Mountain Advisors LLC

BUY
 -
3.32K
+ 14.73%
$220K - $240K
25.9K $2M
May 15, 2023 Q1 2023
Sentinus, LLC

Oak Brook, IL
BUY
 -
3.23K
New
$214K - $233K
3.23K $250K
Apr 24, 2023 Q1 2023
Creative Capital Management Investments LLC

San Diego, CA
BUY
 -
3.22K
New
$213K - $232K
3.22K $249K
Apr 22, 2024 Q1 2023
Fee Only Financial Planning, L.C.

Okatie, SC
BUY
 -
3.22K
New
$213K - $232K
3.22K $249K
Apr 04, 2023 Q1 2023
Cedar Brook Financial Partners, LLC

Cleveland, OH
BUY
 -
3.21K
New
$213K - $232K
3.21K $249K
May 15, 2023 Q1 2023
Petix & Botte CO

BUY
 -
3.21K
New
$213K - $232K
3.21K $249K
May 09, 2023 Q1 2023
Grey Fox Wealth Advisors, LLC

Rockland, DE
BUY
 -
3.21K
+ 18.03%
$213K - $232K
21K $1.63M
May 12, 2023 Q1 2023
Vital Stone Financial, LLC

Shavano Park, TX
BUY
 -
3.21K
+ 791.6%
$212K - $231K
3.61K $280K
May 03, 2023 Q1 2023
Guardian Wealth Advisors, LLC

Bloomington, MN
BUY
 -
3.18K
New
$210K - $229K
3.18K $246K
May 03, 2023 Q1 2023
Tfo Tdc, LLC

BUY
 -
3.15K
+ 12608.0%
$209K - $228K
3.18K $246K
May 05, 2023 Q1 2023
Integrated Advisors Network LLC

Palos Verdes Estates, CA
BUY
 -
3.1K
+ 4.64%
$205K - $224K
69.9K $5.42M
May 12, 2023 Q1 2023
Nottingham Advisors, Inc.

Amherst, NY
BUY
 -
3.09K
New
$204K - $223K
3.09K $239K
May 05, 2023 Q1 2023
Alpha Dna Investment Management LLC

Columbia, MD
BUY
 -
3.07K
New
$203K - $222K
3.07K $238K
Apr 14, 2023 Q1 2023
Pinnacle Bancorp, Inc.

BUY
 -
3.04K
+ 5.7%
$202K - $220K
56.4K $4.37M
Apr 18, 2023 Q1 2023
Hm Payson & CO

Portland, ME
BUY
 -
3.04K
+ 89.98%
$202K - $220K
6.43K $498K
Dec 05, 2023 Q1 2023
Morton Capital Management Llc/Ca

Calabasas, CA
BUY
 -
3.04K
New
$201K - $219K
3.04K $236K
May 15, 2023 Q1 2023
Equitable Holdings, Inc.

New York, NY
BUY
 -
3.04K
+ 2.24%
$201K - $219K
139K $10.8M
May 04, 2023 Q1 2023
Safeguard Investment Advisory Group, LLC

BUY
 -
3.04K
New
$201K - $219K
3.04K $235K
May 15, 2023 Q1 2023
Gsb Wealth Management, LLC

BUY
 -
3.03K
New
$201K - $219K
3.03K $235K

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