Purchases and Sales Made in Q2 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 Q2 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
Jul 27, 2023 Q2 2023
Solstein Capital, LLC

Menlo Park, CA
BUY
 -
1.23K
+ 158.1%
$86.9K - $90.9K
2.01K $159K
Aug 16, 2023 Q2 2023
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
1.18K
+ 1.99%
$83.6K - $87.4K
60.6K $4.8M
Aug 01, 2023 Q2 2023
Merit Financial Group, LLC

BUY
 -
1.16K
+ 9.7%
$82K - $85.7K
13.1K $1.04M
Aug 01, 2023 Q2 2023
Chesapeake Wealth Management

BUY
 -
1.16K
+ 1.54%
$81.6K - $85.4K
76K $6.03M
Jul 31, 2023 Q2 2023
Wealthspire Advisors, LLC

New York, NY
BUY
 -
1.13K
+ 0.21%
$79.7K - $83.4K
529K $41.9M
Aug 14, 2023 Q2 2023
Mma Asset Management LLC

New York, NY
BUY
 -
1.12K
+ 10.8%
$79.2K - $82.8K
11.5K $912K
Aug 14, 2023 Q2 2023
Family Management Corp

New York, NY
BUY
 -
1.11K
+ 11.47%
$78.1K - $81.7K
10.7K $852K
Jul 21, 2023 Q2 2023
Riggs Asset Managment Co. Inc.

BUY
 -
1.08K
New
$76.3K - $79.8K
1.08K $85.7K
Aug 10, 2023 Q2 2023
Tctc Holdings, LLC

Dallas, TX
BUY
 -
1.06K
+ 0.85%
$75.1K - $78.5K
126K $9.98M
Aug 10, 2023 Q2 2023
Endowment Wealth Management, Inc.

Appleton, WI
BUY
 -
1.06K
+ 3.05%
$74.8K - $78.3K
35.7K $2.83M
Aug 08, 2023 Q2 2023
Soltis Investment Advisors LLC

St. George, UT
BUY
 -
1.04K
+ 21.82%
$73.6K - $77K
5.82K $461K
Jul 06, 2023 Q2 2023
Fulton Bank, N.A.

BUY
 -
1.03K
+ 1.08%
$73K - $76.3K
96.7K $7.67M
Jul 20, 2023 Q2 2023
Atticus Wealth Management, LLC

BUY
 -
1.03K
+ 2.19%
$72.9K - $76.2K
48.1K $3.81M
Jul 20, 2023 Q2 2023
Towerpoint Wealth, LLC

Sacramento, CA
BUY
 -
1.02K
+ 6.73%
$72.1K - $75.4K
16.2K $1.28M
Jul 21, 2023 Q2 2023
Intercontinental Wealth Advisors, LLC

BUY
 -
1.01K
+ 2.2%
$71.5K - $74.8K
47.1K $3.74M
Jul 26, 2023 Q2 2023
Cypress Capital Group

BUY
 -
995
+ 11.26%
$70.3K - $73.5K
9.83K $780K
Aug 14, 2023 Q2 2023
Inter Ocean Capital Group, LLC

Nashville, TN
BUY
 -
991
+ 11.63%
$70K - $73.2K
9.51K $754K
Aug 24, 2023 Q2 2023
Pro Vise Management Group, LLC

Clearwater, FL
BUY
 -
981
+ 3.4%
$69.3K - $72.5K
29.8K $2.36M
Aug 04, 2023 Q2 2023
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
969
+ 1.07%
$68.5K - $71.6K
91.3K $7.24M
Aug 07, 2023 Q2 2023
Safeguard Financial, LLC

BUY
 -
969
New
$68.5K - $71.6K
969 $76.9K
Aug 03, 2023 Q2 2023
Grey Fox Wealth Advisors, LLC

Rockland, DE
BUY
 -
961
+ 4.57%
$67.9K - $71K
22K $1.74M
Aug 10, 2023 Q2 2023
Davis R M Inc

Portland, ME
BUY
 -
953
+ 4.6%
$67.3K - $70.4K
21.7K $1.72M
Jul 28, 2023 Q2 2023
Crewe Advisors LLC

BUY
 -
948
+ 1.67%
$67K - $70.1K
57.8K $4.59M
Jul 14, 2023 Q2 2023
Insight Wealth Strategies, LLC

San Ramon, CA
BUY
 -
941
+ 21.99%
$66.5K - $69.5K
5.22K $414K
Aug 10, 2023 Q2 2023
Pettyjohn, Wood & White, Inc

Lynchburg, VA
BUY
 -
925
+ 2.56%
$65.4K - $68.4K
37K $2.94M
Aug 02, 2023 Q2 2023
Beaumont Financial Advisors, LLC

Needham, DE
BUY
 -
920
+ 5.95%
$65K - $68K
16.4K $1.3M
Aug 14, 2023 Q2 2023
Tcg Advisory Services, LLC

Austin, TX
BUY
 -
912
+ 18.52%
$64.5K - $67.4K
5.84K $463K
Jul 19, 2023 Q2 2023
Heartwood Wealth Advisors LLC

BUY
 -
909
+ 0.38%
$64.2K - $67.2K
241K $19.1M
Jul 20, 2023 Q2 2023
Trinity Financial Advisors LLC

BUY
 -
898
+ 4.39%
$63.5K - $66.4K
21.4K $1.7M
Jul 14, 2023 Q2 2023
Level Financial Advisors, Inc.

BUY
 -
896
New
$63.3K - $66.2K
896 $71.1K
Aug 09, 2023 Q2 2023
Adirondack Trust CO

BUY
 -
893
+ 8.33%
$63.1K - $66K
11.6K $921K
Aug 08, 2023 Q2 2023
Essex Financial Services, Inc.

BUY
 -
878
+ 15.22%
$62K - $64.9K
6.65K $527K
Aug 14, 2023 Q2 2023
Cullen Capital Management, LLC

New York, NY
BUY
 -
872
+ 16.72%
$61.6K - $64.4K
6.09K $483K
Jul 21, 2023 Q2 2023
Graypoint LLC

BUY
 -
846
+ 4.42%
$59.8K - $62.5K
20K $1.58M
Aug 14, 2023 Q2 2023
Azimuth Capital Investment Management LLC

Bloomfield Hills, MI
BUY
 -
821
+ 3.72%
$58K - $60.7K
22.9K $1.81M
Jul 24, 2023 Q2 2023
Breakwater Capital Group

Paramus, NJ
BUY
 -
817
+ 11.88%
$57.7K - $60.4K
7.7K $610K
Aug 14, 2023 Q2 2023
Waters Parkerson & Co., LLC

BUY
 -
806
+ 0.54%
$57K - $59.6K
149K $11.8M
Jul 14, 2023 Q2 2023
Farmers & Merchants Trust CO Of Chambersburg Pa

BUY
 -
788
+ 169.83%
$55.7K - $58.2K
1.25K $99.3K
Jul 14, 2023 Q2 2023
O'Connor Financial Group LLC

Quincy, IL
BUY
 -
782
+ 4.44%
$55.3K - $57.8K
18.4K $1.46M
Aug 15, 2023 Q2 2023
Alliancebernstein L.P.

New York, NY
BUY
 -
780
+ 0.18%
$55.1K - $57.6K
429K $34M
Jul 14, 2023 Q2 2023
Steph & CO

BUY
 -
772
+ 3.71%
$54.6K - $57.1K
21.6K $1.71M
Jan 24, 2024 Q2 2023
Financial Insights, Inc.

BUY
 -
759
+ 23.94%
$53.6K - $56.1K
3.93K $312K
Aug 14, 2023 Q2 2023
Carolinas Wealth Consulting LLC

Charlotte, NC
BUY
 -
757
+ 1.41%
$53.5K - $55.9K
54.4K $4.32M
Aug 11, 2023 Q2 2023
Quest Investment Management LLC

Lake Oswego, OR
BUY
 -
751
+ 0.35%
$53.1K - $55.5K
215K $17M
Jul 28, 2023 Q2 2023
Northeast Investment Management

BUY
 -
745
+ 5.08%
$52.6K - $55.1K
15.4K $1.22M
Aug 14, 2023 Q2 2023
Sittner & Nelson, LLC

Eugene, OR
BUY
 -
720
New
$50.9K - $53.2K
720 $57.1K
Jul 28, 2023 Q2 2023
Oakworth Capital, Inc.

BUY
 -
716
+ 84.53%
$50.6K - $52.9K
1.56K $124K
Aug 04, 2023 Q2 2023
Gs Investments, Inc.

BUY
 -
715
+ 2.45%
$50.5K - $52.8K
29.9K $2.37M
Aug 02, 2023 Q2 2023
Taylor, Cottrill, Erickson & Associates, Inc.

BUY
 -
710
+ 0.73%
$50.2K - $52.5K
97.3K $7.72M

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