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 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
3.02KNew |
$200K - $218K
|
3.02K
$234K
|
|
Apr 19, 2023
Q1 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
3.01K+ 60.69% |
$199K - $217K
|
7.98K
$618K
|
|
May 04, 2023
Q1 2023
|
Financial Advisors, LLC
Andover, MA |
BUY
|
- |
3.01KNew |
$199K - $217K
|
3.01K
$233K
|
|
May 04, 2023
Q1 2023
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
2.99KNew |
$198K - $216K
|
2.99K
$232K
|
|
May 31, 2023
Q1 2023
|
Fc Advisory LLC
|
BUY
|
- |
2.98KNew |
$197K - $215K
|
2.98K
$231K
|
|
May 11, 2023
Q1 2023
|
Trustco Bank Corp N Y
Albany, NY |
BUY
|
- |
2.97KNew |
$196K - $214K
|
2.97K
$230K
|
|
Apr 28, 2023
Q1 2023
|
Pacific Global Investment Management CO
|
BUY
|
- |
2.96KNew |
$196K - $214K
|
2.96K
$230K
|
|
Sep 11, 2024
Q1 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
2.93KNew |
$194K - $212K
|
2.93K
$227K
|
|
May 11, 2023
Q1 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.93K+ 39.2% |
$194K - $211K
|
10.4K
$806K
|
|
May 08, 2023
Q1 2023
|
First Business Financial Services, Inc.
|
BUY
|
- |
2.93KNew |
$194K - $211K
|
2.93K
$227K
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2.9K+ 4.05% |
$192K - $209K
|
74.4K
$5.77M
|
|
May 04, 2023
Q1 2023
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
2.88KNew |
$191K - $208K
|
2.88K
$223K
|
|
May 08, 2023
Q1 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
2.88K+ 5.85% |
$190K - $208K
|
52.1K
$4.03M
|
|
Apr 27, 2023
Q1 2023
|
Sunesis Advisors, LLC
|
BUY
|
- |
2.86KNew |
$190K - $207K
|
2.86K
$222K
|
|
Apr 20, 2023
Q1 2023
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
2.86KNew |
$189K - $206K
|
2.86K
$221K
|
|
Apr 17, 2023
Q1 2023
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
2.85KNew |
$189K - $206K
|
2.85K
$221K
|
|
May 09, 2023
Q1 2023
|
Widmann Financial Services, Inc.
|
BUY
|
- |
2.84KNew |
$188K - $205K
|
2.84K
$220K
|
|
Apr 14, 2023
Q1 2023
|
Sweet Financial Partners, LLC
|
BUY
|
- |
2.8KNew |
$185K - $202K
|
2.8K
$217K
|
|
May 18, 2023
Q1 2023
|
Courier Capital LLC
|
BUY
|
- |
2.76K+ 1.11% |
$183K - $200K
|
251K
$19.4M
|
|
Apr 28, 2023
Q1 2023
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
2.72K+ 12.86% |
$180K - $196K
|
23.9K
$1.85M
|
|
Apr 17, 2023
Q1 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
2.71K+ 11.65% |
$179K - $196K
|
26K
$2.01M
|
|
May 15, 2023
Q1 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
2.68K+ 2.32% |
$178K - $194K
|
118K
$9.17M
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
BUY
|
- |
2.66K+ 7.4% |
$176K - $192K
|
38.5K
$2.99M
|
|
May 11, 2023
Q1 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
2.64K+ 2.7% |
$175K - $191K
|
101K
$7.81M
|
|
Nov 19, 2024
Q1 2023
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
2.64K+ 4.93% |
$175K - $191K
|
56.2K
$4.36M
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.63K+ 1.83% |
$174K - $190K
|
146K
$11.3M
|
|
Apr 14, 2023
Q1 2023
|
Transform Wealth, LLC
|
BUY
|
- |
2.62K+ 29.76% |
$173K - $189K
|
11.4K
$884K
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
2.6K+ 6.43% |
$172K - $188K
|
43.1K
$3.34M
|
|
May 15, 2023
Q1 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2.54K+ 2.65% |
$168K - $183K
|
98.4K
$7.63M
|
|
May 12, 2023
Q1 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
2.52K+ 24.31% |
$167K - $182K
|
12.9K
$998K
|
|
Apr 14, 2023
Q1 2023
|
Ironwood Financial, LLC
|
BUY
|
- |
2.5K+ 2.86% |
$166K - $181K
|
89.9K
$6.97M
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.5K+ 1136.36% |
$166K - $180K
|
2.72K
$211K
|
|
May 11, 2023
Q1 2023
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
2.46K+ 22.47% |
$163K - $178K
|
13.4K
$1.04M
|
|
Apr 19, 2023
Q1 2023
|
Providence First Trust CO
|
BUY
|
- |
2.45K+ 4.47% |
$162K - $177K
|
57.3K
$4.44M
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
2.37K+ 6.35% |
$157K - $171K
|
39.6K
$3.07M
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.35K+ 30.7% |
$156K - $170K
|
10K
$776K
|
|
Apr 27, 2023
Q1 2023
|
Aspiriant, LLC
|
BUY
|
- |
2.35K+ 6.92% |
$155K - $170K
|
36.3K
$2.81M
|
|
Apr 26, 2023
Q1 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
2.33K+ 51.35% |
$155K - $168K
|
6.88K
$533K
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
2.31K+ 1297.19% |
$153K - $167K
|
2.49K
$193K
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
2.28K+ 5.78% |
$151K - $165K
|
41.7K
$3.23M
|
|
Apr 24, 2023
Q1 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
2.28K+ 10.73% |
$151K - $164K
|
23.5K
$1.82M
|
|
May 12, 2023
Q1 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
2.26K+ 21.14% |
$150K - $163K
|
12.9K
$1M
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.26K+ 27.28% |
$149K - $163K
|
10.5K
$815K
|
|
May 10, 2023
Q1 2023
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
2.22K+ 27.46% |
$147K - $160K
|
10.3K
$797K
|
|
May 01, 2023
Q1 2023
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
2.2K+ 21.9% |
$145K - $158K
|
12.2K
$947K
|
|
Apr 21, 2023
Q1 2023
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
2.17K+ 23.53% |
$143K - $156K
|
11.4K
$882K
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
2.16K+ 50.33% |
$143K - $156K
|
6.46K
$501K
|
|
May 10, 2023
Q1 2023
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
2.15K+ 14.5% |
$142K - $155K
|
17K
$1.31M
|
|
May 04, 2023
Q1 2023
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
2.12K+ 2.24% |
$140K - $153K
|
96.6K
$7.49M
|
|
May 10, 2023
Q1 2023
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
2.11K+ 8.5% |
$140K - $152K
|
26.9K
$2.09M
|