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 09, 2023
Q2 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-130- 0.51% |
$9.19K - $9.61K
|
25.1K
$1.99M
|
|
|
Aug 08, 2023
Q2 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-131- 2.26% |
$9.26K - $9.68K
|
5.68K
$450K
|
|
|
Jul 27, 2023
Q2 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-133- 0.91% |
$9.4K - $9.83K
|
14.6K
$1.15M
|
|
|
Jul 28, 2023
Q2 2023
|
Cpa Asset Management LLC
West Palm Beach, FL |
SELL
|
- |
-135- 3.15% |
$9.54K - $9.98K
|
4.15K
$329K
|
|
|
Aug 09, 2023
Q2 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-136- 0.34% |
$9.61K - $10.1K
|
40.3K
$3.19M
|
|
|
Jul 27, 2023
Q2 2023
|
Colony Family Offices, LLC
|
SELL
|
- |
-140- 10.0% |
$9.89K - $10.3K
|
1.26K
$99.9K
|
|
|
Aug 07, 2023
Q2 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-141- 1.06% |
$9.96K - $10.4K
|
13.2K
$1.05M
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-141- 6.22% |
$9.96K - $10.4K
|
2.13K
$169K
|
|
|
Jul 31, 2023
Q2 2023
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-142- 5.88% |
$10K - $10.5K
|
2.27K
$180K
|
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-144- 0.03% |
$10.2K - $10.6K
|
416K
$33M
|
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-148- 0.21% |
$10.5K - $10.9K
|
71.3K
$5.65M
|
|
|
Jul 24, 2023
Q2 2023
|
Vahanian & Associates Financial Planning Inc.
|
SELL
|
- |
-150- 2.29% |
$10.6K - $11.1K
|
6.4K
$508K
|
|
|
Dec 05, 2023
Q2 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-150- 4.93% |
$10.6K - $11.1K
|
2.89K
$229K
|
|
|
Aug 03, 2023
Q2 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-152- 5.38% |
$10.7K - $11.2K
|
2.67K
$212K
|
|
|
Jul 17, 2023
Q2 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-154- 2.79% |
$10.9K - $11.4K
|
5.36K
$425K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-159- 9.33% |
$11.2K - $11.8K
|
1.55K
$123K
|
|
|
Jul 17, 2023
Q2 2023
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-165- 2.37% |
$11.7K - $12.2K
|
6.79K
$538K
|
|
|
Jul 31, 2023
Q2 2023
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-167- 3.82% |
$11.8K - $12.3K
|
4.21K
$334K
|
|
|
Aug 28, 2023
Q2 2023
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-168- 1.49% |
$11.9K - $12.4K
|
11.1K
$884K
|
|
|
Jul 17, 2023
Q2 2023
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-169- 0.74% |
$11.9K - $12.5K
|
22.6K
$1.79M
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-177- 0.18% |
$12.5K - $13.1K
|
99.9K
$7.92M
|
|
|
Jul 03, 2023
Q2 2023
|
Park National Corp
|
SELL
|
- |
-178- 1.67% |
$12.6K - $13.2K
|
10.5K
$834K
|
|
|
Aug 02, 2023
Q2 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-180- 2.68% |
$12.7K - $13.3K
|
6.54K
$518K
|
|
|
Jul 13, 2023
Q2 2023
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-182- 1.23% |
$12.9K - $13.4K
|
14.7K
$1.16M
|
|
|
Jul 26, 2023
Q2 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-182- 4.86% |
$12.9K - $13.4K
|
3.56K
$283K
|
|
|
Jul 19, 2023
Q2 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-186- 1.52% |
$13.1K - $13.7K
|
12.1K
$956K
|
|
|
Aug 09, 2023
Q2 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-188- 2.25% |
$13.3K - $13.9K
|
8.15K
$647K
|
|
|
Jul 17, 2023
Q2 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-189- 2.92% |
$13.4K - $14K
|
6.29K
$499K
|
|
|
Jul 14, 2023
Q2 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-191- 0.54% |
$13.5K - $14.1K
|
35K
$2.77M
|
|
|
Jul 31, 2023
Q2 2023
|
West Bancorporation Inc
|
SELL
|
- |
-192- 1.8% |
$13.6K - $14.2K
|
10.5K
$829K
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-195- 6.45% |
$13.8K - $14.4K
|
2.83K
$224K
|
|
|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-197- 0.55% |
$13.9K - $14.6K
|
35.5K
$2.81M
|
|
|
Jul 05, 2023
Q2 2023
|
Curbstone Financial Management Corp
|
SELL
|
- |
-200- 0.53% |
$14.1K - $14.8K
|
37.2K
$2.95M
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-200- 5.83% |
$14.1K - $14.8K
|
3.23K
$256K
|
|
|
Aug 14, 2023
Q2 2023
|
Long Road Investment Counsel, LLC
|
SELL
|
- |
-200- 1.3% |
$14.1K - $14.8K
|
15.1K
$1.2M
|
|
|
Aug 15, 2023
Q2 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-200- 0.54% |
$14.1K - $14.8K
|
37K
$2.94M
|
|
|
Jul 26, 2023
Q2 2023
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-201- 5.66% |
$14.2K - $14.9K
|
3.35K
$266K
|
|
|
Jul 21, 2023
Q2 2023
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-203- 0.68% |
$14.3K - $15K
|
29.5K
$2.34M
|
|
|
Aug 08, 2023
Q2 2023
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-203- 3.34% |
$14.3K - $15K
|
5.87K
$465K
|
|
|
Jul 19, 2023
Q2 2023
|
Aspiriant, LLC
|
SELL
|
- |
-205- 0.56% |
$14.5K - $15.1K
|
36.1K
$2.86M
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-206- 6.44% |
$14.6K - $15.2K
|
2.99K
$237K
|
|
|
Aug 10, 2023
Q2 2023
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-207- 5.05% |
$14.6K - $15.3K
|
3.89K
$309K
|
|
|
Aug 08, 2023
Q2 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-209- 0.46% |
$14.8K - $15.4K
|
45.2K
$3.58M
|
|
|
Jul 25, 2023
Q2 2023
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-214- 8.38% |
$15.1K - $15.8K
|
2.34K
$186K
|
|
|
Aug 10, 2023
Q2 2023
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-215- 1.07% |
$15.2K - $15.9K
|
19.9K
$1.58M
|
|
|
Aug 14, 2023
Q2 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-217- 2.92% |
$15.3K - $16K
|
7.22K
$572K
|
|
|
Jul 17, 2023
Q2 2023
|
Forte Asset Management LLC
|
SELL
|
- |
-219- 0.71% |
$15.5K - $16.2K
|
30.6K
$2.43M
|
|
|
Aug 04, 2023
Q2 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-219- 8.2% |
$15.5K - $16.2K
|
2.45K
$194K
|
|
|
Aug 04, 2023
Q2 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-219- 8.77% |
$15.5K - $16.2K
|
2.28K
$181K
|
|
|
Aug 11, 2023
Q2 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-225- 1.42% |
$15.9K - $16.6K
|
15.6K
$1.24M
|