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 06, 2023
Q2 2023
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-6- 0.04% |
$424 - $443
|
14K
$1.16M
|
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-6- 66.67% |
$424 - $443
|
3
$247
|
|
|
Aug 04, 2023
Q2 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-7- 0.32% |
$495 - $517
|
2.21K
$182K
|
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-8- 0.03% |
$565 - $591
|
25.5K
$2.1M
|
|
|
Jul 18, 2023
Q2 2023
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-9- 0.03% |
$636 - $665
|
30.2K
$2.49M
|
|
|
Aug 11, 2023
Q2 2023
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-9- 0.22% |
$636 - $665
|
4.07K
$336K
|
|
|
Jul 24, 2023
Q2 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-10- 0.14% |
$707 - $739
|
7.18K
$592K
|
|
|
Jul 17, 2023
Q2 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-12- 6.35% |
$848 - $887
|
177
$14.6K
|
|
|
Jul 25, 2023
Q2 2023
|
First Merchants Corp
|
SELL
|
- |
-12- 0.25% |
$848 - $887
|
4.81K
$396K
|
|
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-12- 0.23% |
$848 - $887
|
5.32K
$439K
|
|
|
Aug 11, 2023
Q2 2023
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-14- 0.16% |
$989 - $1.03K
|
8.87K
$731K
|
|
|
Jul 11, 2023
Q2 2023
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-15- 0.09% |
$1.06K - $1.11K
|
16.5K
$1.36M
|
|
|
Jul 12, 2023
Q2 2023
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-15- 0.21% |
$1.06K - $1.11K
|
7.06K
$582K
|
|
|
Jul 26, 2023
Q2 2023
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-15- 0.22% |
$1.06K - $1.11K
|
6.86K
$566K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-17- 0.4% |
$1.2K - $1.26K
|
4.26K
$351K
|
|
|
Aug 09, 2023
Q2 2023
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-19- 0.48% |
$1.34K - $1.4K
|
3.97K
$327K
|
|
|
Aug 10, 2023
Q2 2023
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-19- 0.87% |
$1.34K - $1.4K
|
2.17K
$179K
|
|
|
Jul 17, 2023
Q2 2023
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-20- 0.09% |
$1.41K - $1.48K
|
21.1K
$1.74M
|
|
|
Jul 31, 2023
Q2 2023
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-20- 0.33% |
$1.41K - $1.48K
|
6.09K
$502K
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-21- 0.23% |
$1.48K - $1.55K
|
9.13K
$752K
|
|
|
Jul 27, 2023
Q2 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-21- 0.04% |
$1.48K - $1.55K
|
59.4K
$4.9M
|
|
|
Aug 04, 2023
Q2 2023
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-22- 0.29% |
$1.55K - $1.63K
|
7.52K
$620K
|
|
|
Aug 04, 2023
Q2 2023
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-24- 0.66% |
$1.7K - $1.77K
|
3.63K
$299K
|
|
|
Aug 14, 2023
Q2 2023
|
Tfo Tdc, LLC
|
SELL
|
- |
-24- 0.76% |
$1.7K - $1.77K
|
3.15K
$260K
|
|
|
Jul 27, 2023
Q2 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-25- 0.75% |
$1.77K - $1.85K
|
3.32K
$273K
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-25- 29.41% |
$1.77K - $1.85K
|
60
$4.95K
|
|
|
Aug 07, 2023
Q2 2023
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-29- 12.72% |
$2.05K - $2.14K
|
199
$16.4K
|
|
|
Aug 10, 2023
Q2 2023
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-29- 0.43% |
$2.05K - $2.14K
|
6.78K
$559K
|
|
|
Jul 27, 2023
Q2 2023
|
Norwood Financial Corp
|
SELL
|
- |
-30- 15.0% |
$2.12K - $2.22K
|
170
$14K
|
|
|
Aug 04, 2023
Q2 2023
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-30- 0.12% |
$2.12K - $2.22K
|
25.4K
$2.1M
|
|
|
Feb 13, 2025
Q2 2023
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-31- 0.29% |
$2.19K - $2.29K
|
10.5K
$869K
|
|
|
Jul 18, 2023
Q2 2023
|
Culbertson A N & CO Inc
|
SELL
|
- |
-33- 0.38% |
$2.33K - $2.44K
|
8.57K
$707K
|
|
|
Jul 27, 2023
Q2 2023
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-39- 0.37% |
$2.76K - $2.88K
|
10.6K
$876K
|
|
|
Jul 27, 2023
Q2 2023
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-39- 0.47% |
$2.76K - $2.88K
|
8.33K
$687K
|
|
|
Aug 01, 2023
Q2 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-39- 0.2% |
$2.76K - $2.88K
|
19.7K
$1.62M
|
|
|
Aug 23, 2023
Q2 2023
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-39- 0.26% |
$2.76K - $2.88K
|
14.7K
$1.21M
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-39- 65.0% |
$2.76K - $2.88K
|
21
$1.73K
|
|
|
Aug 09, 2023
Q2 2023
|
Camden National Bank
Camden, ME |
SELL
|
- |
-40- 0.55% |
$2.83K - $2.96K
|
7.29K
$601K
|
|
|
Jul 17, 2023
Q2 2023
|
Hengehold Capital Management LLC
|
SELL
|
- |
-41- 0.07% |
$2.9K - $3.03K
|
58.5K
$4.83M
|
|
|
Jul 25, 2023
Q2 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-43- 0.63% |
$3.04K - $3.18K
|
6.8K
$561K
|
|
|
Aug 11, 2023
Q2 2023
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-45- 0.72% |
$3.18K - $3.33K
|
6.19K
$511K
|
|
|
Aug 11, 2023
Q2 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-45- 0.38% |
$3.18K - $3.33K
|
11.7K
$961K
|
|
|
Jul 18, 2023
Q2 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-48- 0.62% |
$3.39K - $3.55K
|
7.65K
$630K
|
|
|
Jul 11, 2023
Q2 2023
|
Worth Asset Management, LLC
|
SELL
|
- |
-50- 6.1% |
$3.53K - $3.7K
|
770
$63.5K
|
|
|
Jul 20, 2023
Q2 2023
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-50- 1.4% |
$3.53K - $3.7K
|
3.52K
$290K
|
|
|
Aug 03, 2023
Q2 2023
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-50- 0.67% |
$3.53K - $3.7K
|
7.45K
$614K
|
|
|
Aug 18, 2023
Q2 2023
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-50- 1.18% |
$3.53K - $3.7K
|
4.19K
$346K
|
|
|
Jul 12, 2023
Q2 2023
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-52- 0.87% |
$3.67K - $3.84K
|
5.94K
$490K
|
|
|
Aug 07, 2023
Q2 2023
|
Investment Partners, Ltd.
|
SELL
|
- |
-55- 0.11% |
$3.89K - $4.06K
|
49.2K
$4.06M
|
|
|
Aug 14, 2023
Q2 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-55- 0.05% |
$3.89K - $4.06K
|
112K
$9.25M
|