Purchases and Sales Made in Q2 2023 in Ishares Tr Msci Eafe ETF (EFA)
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 |
---|---|---|---|---|---|---|---|
Aug 10, 2023
Q2 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
196+ 1.06% |
$13.9K - $14.5K
|
18.7K
$1.49M
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
195New |
$13.8K - $14.4K
|
195
$15.5K
|
|
Jul 17, 2023
Q2 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
194+ 0.76% |
$13.7K - $14.3K
|
25.6K
$2.03M
|
|
Aug 08, 2023
Q2 2023
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
194+ 1.62% |
$13.7K - $14.3K
|
12.2K
$966K
|
|
Aug 11, 2023
Q2 2023
|
Tru Independence LLC
|
BUY
|
- |
192+ 1.85% |
$13.6K - $14.2K
|
10.6K
$838K
|
|
Jul 26, 2023
Q2 2023
|
Firestone Capital Management
|
BUY
|
- |
189+ 1.13% |
$13.4K - $14K
|
16.9K
$1.34M
|
|
Jul 26, 2023
Q2 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
188+ 10.25% |
$13.3K - $13.9K
|
2.02K
$160K
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
175+ 0.24% |
$12.4K - $12.9K
|
71.7K
$5.69M
|
|
Aug 08, 2023
Q2 2023
|
Hudson Portfolio Management LLC
Garrison, NY |
BUY
|
- |
175+ 2.16% |
$12.4K - $12.9K
|
8.27K
$656K
|
|
Aug 08, 2023
Q2 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
173+ 0.55% |
$12.2K - $12.8K
|
31.5K
$2.5M
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
171+ 0.33% |
$12.1K - $12.6K
|
52.5K
$4.17M
|
|
Jul 26, 2023
Q2 2023
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
170+ 1.03% |
$12K - $12.6K
|
16.6K
$1.32M
|
|
Aug 04, 2023
Q2 2023
|
Sonata Capital Group Inc
|
BUY
|
- |
170+ 4.76% |
$12K - $12.6K
|
3.74K
$297K
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
170+ 14.89% |
$12K - $12.6K
|
1.31K
$104K
|
|
Aug 15, 2023
Q2 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
167+ 3.29% |
$11.8K - $12.3K
|
5.24K
$416K
|
|
Jul 27, 2023
Q2 2023
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
165+ 0.76% |
$11.7K - $12.2K
|
22K
$1.74M
|
|
Jul 20, 2023
Q2 2023
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
160+ 1.36% |
$11.3K - $11.8K
|
11.9K
$947K
|
|
Aug 03, 2023
Q2 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
159+ 0.18% |
$11.2K - $11.8K
|
88.8K
$7.04M
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
155+ 5.72% |
$11K - $11.5K
|
2.86K
$227K
|
|
Aug 09, 2023
Q2 2023
|
Ellevest, Inc.
|
BUY
|
- |
150+ 2.53% |
$10.6K - $11.1K
|
6.09K
$483K
|
|
Aug 09, 2023
Q2 2023
|
Ledyard National Bank
|
BUY
|
- |
150+ 0.73% |
$10.6K - $11.1K
|
20.7K
$1.64M
|
|
Aug 10, 2023
Q2 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
150+ 1.3% |
$10.6K - $11.1K
|
11.7K
$927K
|
|
Jul 28, 2023
Q2 2023
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
147+ 1.74% |
$10.4K - $10.9K
|
8.57K
$680K
|
|
Jul 31, 2023
Q2 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
144+ 1.91% |
$10.2K - $10.6K
|
7.67K
$608K
|
|
Aug 11, 2023
Q2 2023
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
140+ 1.36% |
$9.89K - $10.3K
|
10.4K
$827K
|
|
Aug 11, 2023
Q2 2023
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
139+ 1.69% |
$9.82K - $10.3K
|
8.37K
$664K
|
|
Jul 14, 2023
Q2 2023
|
First Financial Corp
|
BUY
|
- |
138+ 6.87% |
$9.75K - $10.2K
|
2.15K
$170K
|
|
Aug 30, 2023
Q2 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
135+ 1.13% |
$9.54K - $9.98K
|
12K
$955K
|
|
Jul 12, 2023
Q2 2023
|
Darwin Advisors, LLC
|
BUY
|
- |
134+ 0.09% |
$9.47K - $9.9K
|
143K
$11.3M
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
134+ 2.09% |
$9.47K - $9.9K
|
6.56K
$520K
|
|
Jul 24, 2023
Q2 2023
|
Guidance Point Advisors, LLC
|
BUY
|
- |
129+ 1.39% |
$9.12K - $9.53K
|
9.4K
$745K
|
|
Aug 09, 2023
Q2 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
126+ 0.55% |
$8.9K - $9.31K
|
23.1K
$1.83M
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
BUY
|
- |
125+ 0.74% |
$8.83K - $9.24K
|
17.1K
$1.35M
|
|
Aug 10, 2023
Q2 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
124+ 5.92% |
$8.76K - $9.16K
|
2.22K
$176K
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
123+ 0.35% |
$8.69K - $9.09K
|
35.6K
$2.83M
|
|
Aug 03, 2023
Q2 2023
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
121+ 0.26% |
$8.55K - $8.94K
|
46.6K
$3.69M
|
|
Aug 01, 2023
Q2 2023
|
Empirical Asset Management, LLC
|
BUY
|
- |
117+ 1.38% |
$8.27K - $8.65K
|
8.59K
$681K
|
|
Jul 25, 2023
Q2 2023
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
116+ 1.49% |
$8.2K - $8.57K
|
7.92K
$628K
|
|
Aug 07, 2023
Q2 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
115+ 0.89% |
$8.13K - $8.5K
|
13K
$1.03M
|
|
Jul 21, 2023
Q2 2023
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
114+ 0.91% |
$8.06K - $8.42K
|
12.7K
$1M
|
|
Aug 07, 2023
Q2 2023
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
114+ 2.21% |
$8.06K - $8.42K
|
5.28K
$419K
|
|
Jul 18, 2023
Q2 2023
|
Pathway Financial Advisors LLC
|
BUY
|
- |
113+ 0.15% |
$7.99K - $8.35K
|
76.5K
$6.06M
|
|
Aug 02, 2023
Q2 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
112+ 2.73% |
$7.92K - $8.28K
|
4.21K
$334K
|
|
Aug 14, 2023
Q2 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
110+ 18.18% |
$7.77K - $8.13K
|
715
$56.7K
|
|
Jul 06, 2023
Q2 2023
|
Dentgroup LLC
|
BUY
|
- |
108+ 0.52% |
$7.63K - $7.98K
|
20.8K
$1.65M
|
|
Jul 21, 2023
Q2 2023
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
108+ 0.66% |
$7.63K - $7.98K
|
16.5K
$1.31M
|
|
Aug 11, 2023
Q2 2023
|
True Private Wealth Advisors
|
BUY
|
- |
107+ 2.57% |
$7.56K - $7.91K
|
4.27K
$339K
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
106+ 0.69% |
$7.49K - $7.83K
|
15.6K
$1.23M
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
103New |
$7.28K - $7.61K
|
103
$8.17K
|
|
Aug 10, 2023
Q2 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
100New |
$7.07K - $7.39K
|
100
$7.93K
|