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 20, 2023 Q2 2023
Blb&B Advisors, LLC

BUY
 -
705
+ 2.61%
$49.8K - $52.1K
27.7K $2.19M
Aug 10, 2023 Q2 2023
Cassady Schiller Wealth Management, LLC

Cincinnati, OH
BUY
 -
688
+ 4.79%
$48.6K - $50.8K
15K $1.19M
Aug 10, 2023 Q2 2023
Wfa Of San Diego, LLC

BUY
 -
685
New
$48.4K - $50.6K
685 $54.3K
Jul 28, 2023 Q2 2023
Koss Olinger Consulting, LLC

BUY
 -
637
+ 9.6%
$45K - $47.1K
7.27K $577K
Aug 11, 2023 Q2 2023
Pitcairn CO

Jenkintown, PA
BUY
 -
637
+ 2.53%
$45K - $47.1K
25.8K $2.05M
Aug 10, 2023 Q2 2023
Rinkey Investments

San Diego, CA
BUY
 -
636
+ 1.48%
$44.9K - $47K
43.6K $3.46M
Aug 11, 2023 Q2 2023
Tcwp LLC

Tampa, FL
BUY
 -
633
+ 2.17%
$44.7K - $46.8K
29.8K $2.36M
Aug 10, 2023 Q2 2023
King Luther Capital Management Corp

Fort Worth, TX
BUY
 -
627
+ 18.54%
$44.3K - $46.3K
4.01K $318K
Aug 10, 2023 Q2 2023
Davidson Trust CO

BUY
 -
623
+ 3.82%
$44K - $46K
16.9K $1.34M
Jul 17, 2023 Q2 2023
Trust CO Of Vermont

BUY
 -
614
+ 3.2%
$43.4K - $45.4K
19.8K $1.57M
Aug 09, 2023 Q2 2023
Alesco Advisors LLC

Pittsford, NY
BUY
 -
599
+ 1.21%
$42.3K - $44.3K
50.1K $3.97M
Aug 14, 2023 Q2 2023
Mid West One Financial Group, Inc.

Iowa City, IA
BUY
 -
596
+ 1.83%
$42.1K - $44K
33.2K $2.63M
Jul 20, 2023 Q2 2023
Rnc Capital Management LLC

BUY
 -
590
+ 1.73%
$41.7K - $43.6K
34.6K $2.74M
Aug 07, 2023 Q2 2023
Ellis Investment Partners, LLC

BUY
 -
586
+ 1.95%
$41.4K - $43.3K
30.6K $2.43M
Aug 14, 2023 Q2 2023
Wetherby Asset Management Inc

San Francisco, CA
BUY
 -
586
+ 1.0%
$41.4K - $43.3K
59.1K $4.69M
May 23, 2024 Q2 2023
Allen Mooney & Barnes Investment Advisors LLC

Thomasville, GA
BUY
 -
585
+ 0.86%
$41.3K - $43.2K
68.8K $5.46M
Jul 28, 2023 Q2 2023
Bogart Wealth, LLC

BUY
 -
584
+ 80.11%
$41.3K - $43.2K
1.31K $104K
Aug 10, 2023 Q2 2023
Yhb Investment Advisors, Inc.

BUY
 -
581
+ 11.05%
$41.1K - $42.9K
5.84K $463K
Jul 20, 2023 Q2 2023
Well Done, LLC

BUY
 -
580
+ 3.3%
$41K - $42.9K
18.2K $1.44M
Aug 01, 2023 Q2 2023
Choate Investment Advisors

Boston, MA
BUY
 -
580
+ 1.4%
$41K - $42.9K
42.1K $3.34M
Aug 14, 2023 Q2 2023
Bahl & Gaynor Inc

BUY
 -
580
+ 1.87%
$41K - $42.9K
31.6K $2.51M
Aug 15, 2023 Q2 2023
Zacks Investment Management

Chicago, IL
BUY
 -
574
+ 7.83%
$40.6K - $42.4K
7.9K $627K
Jul 05, 2023 Q2 2023
Private Asset Management Inc

BUY
 -
570
+ 2.69%
$40.3K - $42.1K
21.8K $1.73M
Jul 22, 2024 Q2 2023
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
568
+ 2.4%
$40.1K - $42K
24.3K $1.92M
Aug 11, 2023 Q2 2023
Lcm Capital Management Inc

BUY
 -
563
+ 0.75%
$39.8K - $41.6K
75.2K $5.96M
Aug 02, 2023 Q2 2023
Wealthstream Advisors, Inc.

BUY
 -
562
+ 16.26%
$39.7K - $41.5K
4.02K $319K
Aug 08, 2023 Q2 2023
Edge Capital Group, LLC

BUY
 -
560
+ 0.91%
$39.6K - $41.4K
61.9K $4.91M
Jul 13, 2023 Q2 2023
Cambridge Advisors Inc.

BUY
 -
550
+ 4.14%
$38.9K - $40.6K
13.8K $1.1M
Aug 14, 2023 Q2 2023
Pointe Capital Management LLC

BUY
 -
540
+ 7.96%
$38.2K - $39.9K
7.32K $581K
Aug 07, 2023 Q2 2023
Global Strategic Investment Solutions, LLC

BUY
 -
539
+ 2.11%
$38.1K - $39.8K
26.1K $2.07M
Aug 14, 2023 Q2 2023
Apexium Financial, LP

BUY
 -
531
+ 3.69%
$37.5K - $39.2K
14.9K $1.18M
Jul 13, 2023 Q2 2023
Traverso Chambers Private Wealth Management, LLC

BUY
 -
522
+ 7.49%
$36.9K - $38.6K
7.49K $594K
Aug 07, 2023 Q2 2023
Capital Advantage, Inc.

BUY
 -
511
+ 1.76%
$36.1K - $37.8K
29.6K $2.35M
Jul 12, 2023 Q2 2023
Independent Wealth Network Inc.

BUY
 -
506
+ 7.27%
$35.8K - $37.4K
7.46K $592K
Feb 06, 2024 Q2 2023
Van Leeuwen & Company, LLC

Princeton, NJ
BUY
 -
504
+ 0.38%
$35.6K - $37.2K
133K $10.6M
Jul 28, 2023 Q2 2023
Traynor Capital Management, Inc.

BUY
 -
496
+ 5.57%
$35.1K - $36.7K
9.4K $745K
Jul 14, 2023 Q2 2023
Cfm Wealth Partners LLC

BUY
 -
487
+ 11.34%
$34.4K - $36K
4.78K $379K
Jul 25, 2023 Q2 2023
Jmg Financial Group, Ltd.

BUY
 -
481
+ 1.03%
$34K - $35.5K
47K $3.73M
Aug 14, 2023 Q2 2023
Grant Street Asset Management, Inc.

Canonsburg, PA
BUY
 -
480
+ 2.76%
$33.9K - $35.5K
17.9K $1.42M
Aug 15, 2023 Q2 2023
Colony Group LLC

Boston, MA
BUY
 -
476
+ 0.13%
$33.6K - $35.2K
378K $30M
Aug 07, 2023 Q2 2023
Wealth Advisory Solutions, LLC

BUY
 -
459
+ 1.19%
$32.4K - $33.9K
39K $3.09M
Jul 19, 2023 Q2 2023
Gemmer Asset Management LLC

BUY
 -
454
+ 0.94%
$32.1K - $33.6K
49K $3.88M
Aug 11, 2023 Q2 2023
O'Shaughnessy Asset Management, LLC

Stamford, CT
BUY
 -
453
+ 28.29%
$32K - $33.5K
2.05K $163K
Aug 07, 2023 Q2 2023
Resources Investment Advisors, Llc.

Overland Park, KS
BUY
 -
451
+ 1.0%
$31.9K - $33.3K
45.7K $3.63M
Aug 15, 2023 Q2 2023
Retirement Group, LLC

BUY
 -
430
+ 537.5%
$30.4K - $31.8K
510 $40.4K
Aug 14, 2023 Q2 2023
Twin Focus Capital Partners, LLC

Boston, MA
BUY
 -
427
+ 13.25%
$30.2K - $31.6K
3.65K $289K
Jul 14, 2023 Q2 2023
Advisor Net Financial, Inc

BUY
 -
421
+ 2.98%
$29.8K - $31.1K
14.6K $1.15M
Jul 13, 2023 Q2 2023
Ivc Wealth Advisors LLC

BUY
 -
419
+ 1.96%
$29.6K - $31K
21.8K $1.73M
Jul 07, 2023 Q2 2023
Great Waters Wealth Management

Minneapolis, MN
BUY
 -
415
+ 1.18%
$29.3K - $30.7K
35.5K $2.81M

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