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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2023
Q2 2023
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
44+ 0.12% |
$3.11K - $3.25K
|
35.5K
$2.81M
|
|
|
Aug 01, 2023
Q2 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
43+ 0.23% |
$3.04K - $3.18K
|
18.8K
$1.49M
|
|
|
Jul 13, 2023
Q2 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
42+ 1.41% |
$2.97K - $3.1K
|
3.02K
$239K
|
|
|
Jul 14, 2023
Q2 2023
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
42+ 0.86% |
$2.97K - $3.1K
|
4.9K
$389K
|
|
|
Jul 12, 2023
Q2 2023
|
Sage Capital Advisors,Llc
|
BUY
|
- |
41+ 0.53% |
$2.9K - $3.03K
|
7.71K
$611K
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
40+ 4.55% |
$2.83K - $2.96K
|
919
$72.9K
|
|
|
Jul 31, 2023
Q2 2023
|
Cubic Asset Management, LLC
|
BUY
|
- |
40+ 0.16% |
$2.83K - $2.96K
|
25.1K
$1.99M
|
|
|
Jul 31, 2023
Q2 2023
|
Lee Danner & Bass Inc
|
BUY
|
- |
40+ 0.27% |
$2.83K - $2.96K
|
14.7K
$1.17M
|
|
|
Aug 02, 2023
Q2 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
40+ 1.82% |
$2.83K - $2.96K
|
2.24K
$178K
|
|
|
Aug 09, 2023
Q2 2023
|
Providence First Trust CO
|
BUY
|
- |
40+ 0.07% |
$2.83K - $2.96K
|
57.3K
$4.55M
|
|
|
Aug 08, 2023
Q2 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
39+ 1.29% |
$2.76K - $2.88K
|
3.07K
$243K
|
|
|
Aug 10, 2023
Q2 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
37+ 0.36% |
$2.61K - $2.73K
|
10.3K
$817K
|
|
|
Aug 11, 2023
Q2 2023
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
36+ 0.31% |
$2.54K - $2.66K
|
11.8K
$935K
|
|
|
Jul 31, 2023
Q2 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
34+ 0.68% |
$2.4K - $2.51K
|
5.06K
$401K
|
|
|
Aug 09, 2023
Q2 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
32+ 0.15% |
$2.26K - $2.36K
|
21.3K
$1.69M
|
|
|
Jul 20, 2023
Q2 2023
|
Fusion Family Wealth LLC
|
BUY
|
- |
31+ 0.16% |
$2.19K - $2.29K
|
20K
$1.59M
|
|
|
Jul 20, 2023
Q2 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
30+ 0.27% |
$2.12K - $2.22K
|
11.3K
$900K
|
|
|
Aug 03, 2023
Q2 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
30+ 0.8% |
$2.12K - $2.22K
|
3.8K
$302K
|
|
|
Jul 17, 2023
Q2 2023
|
Simpli Fi, Inc.
|
BUY
|
- |
29+ 0.23% |
$2.05K - $2.14K
|
12.7K
$1.01M
|
|
|
Jul 24, 2023
Q2 2023
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
29+ 0.94% |
$2.05K - $2.14K
|
3.11K
$247K
|
|
|
Aug 07, 2023
Q2 2023
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
28+ 0.88% |
$1.98K - $2.07K
|
3.2K
$254K
|
|
|
Jul 20, 2023
Q2 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
27+ 23.48% |
$1.91K - $2K
|
142
$11.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Investmark Advisory Group LLC
|
BUY
|
- |
27+ 0.47% |
$1.91K - $2K
|
5.8K
$460K
|
|
|
Nov 19, 2024
Q2 2023
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
26+ 0.05% |
$1.84K - $1.92K
|
56.2K
$4.46M
|
|
|
Jul 27, 2023
Q2 2023
|
Empire Financial Management Company, LLC
New York, NY |
BUY
|
- |
25+ 0.88% |
$1.77K - $1.85K
|
2.88K
$228K
|
|
|
Aug 10, 2023
Q2 2023
|
Index Fund Advisors, Inc.
|
BUY
|
- |
24+ 0.48% |
$1.7K - $1.77K
|
5.07K
$402K
|
|
|
Jul 06, 2023
Q2 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
23New |
$1.63K - $1.7K
|
23
$1.82K
|
|
|
Aug 28, 2023
Q2 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
22+ 0.54% |
$1.55K - $1.63K
|
4.11K
$326K
|
|
|
Jul 27, 2023
Q2 2023
|
Ipswich Investment Management Co., Inc.
|
BUY
|
- |
20+ 0.38% |
$1.41K - $1.48K
|
5.22K
$414K
|
|
|
Aug 08, 2023
Q2 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
20+ 0.15% |
$1.41K - $1.48K
|
13K
$1.03M
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
19+ 0.25% |
$1.34K - $1.4K
|
7.62K
$605K
|
|
|
Jul 06, 2023
Q2 2023
|
Fc Advisory LLC
|
BUY
|
- |
18+ 0.6% |
$1.27K - $1.33K
|
3K
$238K
|
|
|
Aug 09, 2023
Q2 2023
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
18+ 0.33% |
$1.27K - $1.33K
|
5.47K
$434K
|
|
|
Aug 07, 2023
Q2 2023
|
Smh Capital Advisors Inc
|
BUY
|
- |
17+ 0.41% |
$1.2K - $1.26K
|
4.19K
$332K
|
|
|
Aug 07, 2023
Q2 2023
|
Rkl Wealth Management LLC
|
BUY
|
- |
17+ 0.23% |
$1.2K - $1.26K
|
7.45K
$591K
|
|
|
Jul 13, 2023
Q2 2023
|
American Financial Advisors, LLC
|
BUY
|
- |
15+ 0.04% |
$1.06K - $1.11K
|
40K
$3.17M
|
|
|
Aug 10, 2023
Q2 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
15+ 0.24% |
$1.06K - $1.11K
|
6.38K
$506K
|
|
|
Aug 13, 2024
Q2 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
15+ 0.31% |
$1.06K - $1.11K
|
4.9K
$388K
|
|
|
Sep 05, 2024
Q2 2023
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
15+ 1.43% |
$1.06K - $1.11K
|
1.07K
$84.5K
|
|
|
Jul 17, 2023
Q2 2023
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
14+ 0.05% |
$989 - $1.03K
|
30.1K
$2.38M
|
|
|
Aug 04, 2023
Q2 2023
|
Anchor Capital Advisors LLC
|
BUY
|
- |
14+ 0.07% |
$989 - $1.03K
|
21.5K
$1.7M
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
12+ 0.02% |
$848 - $887
|
51.6K
$4.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
12+ 1.22% |
$848 - $887
|
999
$79.2K
|
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
10+ 0.16% |
$707 - $739
|
6.24K
$495K
|
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
10+ 1.93% |
$707 - $739
|
529
$42K
|
|
|
Jul 11, 2023
Q2 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
9+ 0.3% |
$636 - $665
|
3.06K
$242K
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
9+ 1.13% |
$636 - $665
|
804
$63.8K
|
|
|
Jul 18, 2023
Q2 2023
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
8+ 0.05% |
$565 - $591
|
15.4K
$1.23M
|
|
|
Jul 28, 2023
Q2 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
8+ 1.86% |
$565 - $591
|
437
$34.7K
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
BUY
|
- |
7+ 0.03% |
$495 - $517
|
21.4K
$1.7M
|