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
Aug 29, 2024 Q1 2023
Waldron Private Wealth LLC

BUY
 -
2K
+ 12.01%
$133K - $144K
18.7K $1.45M
Apr 21, 2023 Q1 2023
Atlas Brown,Inc.

BUY
 -
1.96K
+ 7.09%
$130K - $141K
29.6K $2.29M
May 11, 2023 Q1 2023
Barrett & Company, Inc.

Providence, RI
BUY
 -
1.92K
New
$127K - $139K
1.92K $149K
May 04, 2023 Q1 2023
Stordahl Capital Management, Inc.

BUY
 -
1.88K
+ 13.02%
$125K - $136K
16.3K $1.27M
Apr 25, 2023 Q1 2023
Ridgewood Investments LLC

BUY
 -
1.86K
New
$123K - $134K
1.86K $144K
May 02, 2023 Q1 2023
Key F Inancial Inc

BUY
 -
1.86K
+ 57.51%
$123K - $134K
5.09K $395K
May 02, 2023 Q1 2023
Hhm Wealth Advisors, LLC

Chattanooga, TN
BUY
 -
1.85K
+ 215.37%
$123K - $134K
2.71K $210K
May 19, 2023 Q1 2023
Trivant Custom Portfolio Group, LLC

San Diego, CA
BUY
 -
1.83K
New
$121K - $132K
1.83K $142K
May 12, 2023 Q1 2023
Cambridge Trust CO

Boston, MA
BUY
 -
1.78K
+ 10.89%
$118K - $129K
18.1K $1.41M
Apr 18, 2023 Q1 2023
Domani Wealth, LLC

BUY
 -
1.75K
+ 0.59%
$116K - $126K
300K $23.2M
May 05, 2023 Q1 2023
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
1.74K
+ 11.64%
$115K - $126K
16.7K $1.29M
May 04, 2023 Q1 2023
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
1.74K
+ 3.47%
$115K - $125K
51.8K $4.01M
May 03, 2023 Q1 2023
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
1.68K
+ 3.06%
$111K - $121K
56.6K $4.38M
Apr 07, 2023 Q1 2023
Trust CO Of Vermont

BUY
 -
1.67K
+ 9.5%
$110K - $120K
19.2K $1.49M
Apr 28, 2023 Q1 2023
Signaturefd, LLC

Atlanta, GA
BUY
 -
1.65K
+ 35.97%
$109K - $119K
6.23K $483K
Apr 19, 2023 Q1 2023
Hengehold Capital Management LLC

BUY
 -
1.63K
+ 2.86%
$108K - $118K
58.6K $4.54M
Apr 24, 2023 Q1 2023
Rothschild Investment Corp

BUY
 -
1.62K
+ 6.41%
$107K - $117K
26.9K $2.09M
May 02, 2023 Q1 2023
Strategy Asset Managers LLC

BUY
 -
1.62K
+ 23.74%
$107K - $117K
8.44K $654K
May 17, 2023 Q1 2023
Apexium Financial, LP

BUY
 -
1.62K
+ 12.68%
$107K - $117K
14.4K $1.11M
May 12, 2023 Q1 2023
Rinkey Investments

San Diego, CA
BUY
 -
1.61K
+ 3.89%
$107K - $116K
43K $3.33M
May 15, 2023 Q1 2023
Strategic Investment Solutions, Inc. /Il

Orland Park, IL
BUY
 -
1.61K
New
$107K - $116K
1.61K $125K
Dec 18, 2023 Q1 2023
West Paces Advisors Inc.

Atlanta, GA
BUY
 -
1.58K
+ 81.02%
$105K - $114K
3.54K $274K
Apr 20, 2023 Q1 2023
Global Strategic Investment Solutions, LLC

BUY
 -
1.57K
+ 6.56%
$104K - $113K
25.5K $1.98M
May 10, 2023 Q1 2023
Hamilton Point Investment Advisors, LLC

BUY
 -
1.57K
New
$104K - $113K
1.57K $122K
Apr 20, 2023 Q1 2023
Schwab Charitable Fund

BUY
 -
1.55K
+ 22.3%
$103K - $112K
8.52K $660K
Apr 20, 2023 Q1 2023
Well Done, LLC

BUY
 -
1.53K
+ 9.5%
$101K - $110K
17.6K $1.36M
May 12, 2023 Q1 2023
Oxford Financial Group LTD

Indianapolis, IN
BUY
 -
1.49K
+ 0.87%
$98.7K - $108K
173K $13.4M
Apr 11, 2023 Q1 2023
Aries Wealth Management

BUY
 -
1.49K
+ 2.55%
$98.4K - $107K
59.8K $4.64M
Apr 19, 2023 Q1 2023
Kg&L Capital Management,Llc

BUY
 -
1.44K
+ 9.17%
$95.6K - $104K
17.2K $1.33M
May 12, 2023 Q1 2023
Johnson Financial Group, Inc.

Racine, WI
BUY
 -
1.37K
+ 1.73%
$90.6K - $98.8K
80.2K $6.22M
May 12, 2023 Q1 2023
Sound View Wealth Advisors Group, LLC

BUY
 -
1.34K
+ 30.02%
$88.8K - $96.8K
5.81K $450K
Apr 17, 2023 Q1 2023
Gps Wealth Strategies Group, LLC

BUY
 -
1.33K
New
$87.9K - $95.8K
1.33K $103K
May 15, 2023 Q1 2023
Integris Wealth Management, LLC

Monterey, CA
BUY
 -
1.25K
+ 28.92%
$82.8K - $90.2K
5.57K $432K
May 01, 2023 Q1 2023
Lcm Capital Management Inc

BUY
 -
1.24K
+ 1.69%
$82.3K - $89.7K
74.6K $5.78M
May 12, 2023 Q1 2023
State Of Tennessee, Treasury Department

Nashville, TN
BUY
 -
1.24K
+ 1.01%
$82.1K - $89.5K
124K $9.6M
May 02, 2023 Q1 2023
Berkeley Capital Partners, LLC

BUY
 -
1.24K
+ 29.39%
$81.8K - $89.2K
5.44K $422K
May 15, 2023 Q1 2023
Mid West One Financial Group, Inc.

Iowa City, IA
BUY
 -
1.21K
+ 3.85%
$80K - $87.2K
32.6K $2.52M
May 12, 2023 Q1 2023
Db Wealth Management Group, LLC

San Diego, CA
BUY
 -
1.2K
+ 1.0%
$79.5K - $86.7K
122K $9.42M
May 15, 2023 Q1 2023
Evergreen Capital Management LLC

Bellevue, WA
BUY
 -
1.2K
+ 8.39%
$79.2K - $86.3K
15.5K $1.2M
Sep 26, 2023 Q1 2023
Decision Point Financial, LLC

Mesa, AZ
BUY
 -
1.17K
New
$77.7K - $84.8K
1.17K $91K
May 11, 2023 Q1 2023
Townsquare Capital LLC

BUY
 -
1.12K
+ 4.21%
$74K - $80.7K
27.7K $2.15M
May 11, 2023 Q1 2023
Brown Brothers Harriman & CO

New York, NY
BUY
 -
1.11K
+ 0.7%
$73.8K - $80.4K
160K $12.4M
May 15, 2023 Q1 2023
Matrix Private Capital Group LLC

New York, NY
BUY
 -
1.1K
+ 3.35%
$72.7K - $79.3K
33.9K $2.62M
May 02, 2023 Q1 2023
Diversified Portfolios, Inc.

Bloomfield Hills, MI
BUY
 -
1.08K
+ 6.66%
$71.3K - $77.7K
17.3K $1.34M
May 11, 2023 Q1 2023
Atalanta Sosnoff Capital, LLC

BUY
 -
1.08K
+ 31.98%
$71.3K - $77.7K
4.44K $344K
May 01, 2023 Q1 2023
Family Firm, Inc.

BUY
 -
1.06K
+ 1.86%
$70.5K - $76.8K
58.2K $4.51M
May 09, 2023 Q1 2023
Glenview Trust CO

Louisville, KY
BUY
 -
1.06K
+ 5.97%
$70.2K - $76.5K
18.8K $1.46M
May 04, 2023 Q1 2023
Ten Capital Wealth Advisors, LLC

Spokane, WA
BUY
 -
1.04K
+ 750.0%
$68.5K - $74.7K
1.17K $90.9K
Apr 13, 2023 Q1 2023
Cambridge Advisors Inc.

BUY
 -
1K
+ 8.15%
$66.2K - $72.2K
13.3K $1.03M

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