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 08, 2023
Q2 2023
|
South State Corp
|
SELL
|
- |
-226- 1.2% |
$16K - $16.7K
|
18.6K
$1.48M
|
|
|
Jul 11, 2023
Q2 2023
|
Affiance Financial, LLC
|
SELL
|
- |
-229- 1.32% |
$16.2K - $16.9K
|
17.2K
$1.36M
|
|
|
Aug 11, 2023
Q2 2023
|
Wit, LLC
District Of Columbia, DC |
SELL
|
- |
-232- 12.73% |
$16.4K - $17.1K
|
1.59K
$126K
|
|
|
Aug 14, 2023
Q2 2023
|
Wms Partners, LLC
|
SELL
|
- |
-232- 3.64% |
$16.4K - $17.1K
|
6.14K
$487K
|
|
|
Jul 26, 2023
Q2 2023
|
Lincoln Capital Corp
|
SELL
|
- |
-235- 4.37% |
$16.6K - $17.4K
|
5.14K
$408K
|
|
|
Jul 27, 2023
Q2 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-235- 3.42% |
$16.6K - $17.4K
|
6.64K
$527K
|
|
|
Aug 31, 2023
Q2 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-235- 0.74% |
$16.6K - $17.4K
|
31.5K
$2.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-236- 1.7% |
$16.7K - $17.4K
|
13.6K
$1.08M
|
|
|
Jul 25, 2023
Q2 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-245- 1.05% |
$17.3K - $18.1K
|
23K
$1.83M
|
|
|
Aug 04, 2023
Q2 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-250- 1.0% |
$17.7K - $18.5K
|
24.8K
$1.97M
|
|
|
Jul 12, 2023
Q2 2023
|
American National Bank
|
SELL
|
- |
-251- 4.56% |
$17.7K - $18.5K
|
5.25K
$416K
|
|
|
Jul 25, 2023
Q2 2023
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-253- 0.85% |
$17.9K - $18.7K
|
29.6K
$2.35M
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-257- 5.37% |
$18.2K - $19K
|
4.53K
$359K
|
|
|
Aug 07, 2023
Q2 2023
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-260- 0.79% |
$18.4K - $19.2K
|
32.9K
$2.61M
|
|
|
Jul 06, 2023
Q2 2023
|
Boltwood Capital Management
|
SELL
|
- |
-265- 0.82% |
$18.7K - $19.6K
|
32K
$2.54M
|
|
|
Jul 31, 2023
Q2 2023
|
Sargent Investment Group, LLC
|
SELL
|
- |
-265- 8.36% |
$18.7K - $19.6K
|
2.91K
$230K
|
|
|
Aug 14, 2023
Q2 2023
|
Ascent Group, LLC
|
SELL
|
- |
-265- 4.52% |
$18.7K - $19.6K
|
5.6K
$444K
|
|
|
Jul 21, 2023
Q2 2023
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-270- 0.74% |
$19.1K - $20K
|
36.2K
$2.87M
|
|
|
Jul 26, 2023
Q2 2023
|
High Mark Wealth Management LLC
|
SELL
|
- |
-272- 7.63% |
$19.2K - $20.1K
|
3.29K
$261K
|
|
|
Jul 26, 2023
Q2 2023
|
Sol Capital Management CO
|
SELL
|
- |
-273- 4.4% |
$19.3K - $20.2K
|
5.93K
$470K
|
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-273- 0.46% |
$19.3K - $20.2K
|
59.6K
$4.73M
|
|
|
Jul 21, 2023
Q2 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-275- 2.57% |
$19.4K - $20.3K
|
10.4K
$825K
|
|
|
Jul 11, 2023
Q2 2023
|
Cypress Financial Planning LLC
|
SELL
|
- |
-277- 3.39% |
$19.6K - $20.5K
|
7.9K
$627K
|
|
|
Aug 30, 2023
Q2 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-277- 1.33% |
$19.6K - $20.5K
|
20.6K
$1.64M
|
|
|
Jul 21, 2023
Q2 2023
|
Busey Wealth Management
|
SELL
|
- |
-278- 0.84% |
$19.6K - $20.5K
|
32.8K
$2.6M
|
|
|
Jul 24, 2023
Q2 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-280- 5.04% |
$19.8K - $20.7K
|
5.28K
$419K
|
|
|
Aug 02, 2023
Q2 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-280- 2.32% |
$19.8K - $20.7K
|
11.8K
$935K
|
|
|
Aug 11, 2023
Q2 2023
|
Amarillo National Bank
|
SELL
|
- |
-282- 0.18% |
$19.9K - $20.8K
|
154K
$12.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Caerus Investment Advisors, LLC
|
SELL
|
- |
-288- 0.35% |
$20.4K - $21.3K
|
81.3K
$6.44M
|
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-293- 3.75% |
$20.7K - $21.7K
|
7.52K
$596K
|
|
|
Aug 11, 2023
Q2 2023
|
Esl Trust Services, LLC
|
SELL
|
- |
-296- 2.66% |
$20.9K - $21.9K
|
10.8K
$860K
|
|
|
Jul 13, 2023
Q2 2023
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-300- 7.77% |
$21.2K - $22.2K
|
3.56K
$282K
|
|
|
Jul 14, 2023
Q2 2023
|
Hall Laurie J Trustee
|
SELL
|
- |
-300- 1.23% |
$21.2K - $22.2K
|
24.2K
$1.92M
|
|
|
Jul 13, 2023
Q2 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-307- 1.88% |
$21.7K - $22.7K
|
16K
$1.27M
|
|
|
Aug 07, 2023
Q2 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-307- 1.97% |
$21.7K - $22.7K
|
15.3K
$1.21M
|
|
|
Aug 10, 2023
Q2 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-308- 0.67% |
$21.8K - $22.8K
|
45.4K
$3.6M
|
|
|
Jun 25, 2024
Q2 2023
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-312- 7.96% |
$22K - $23.1K
|
3.61K
$286K
|
|
|
Jul 11, 2023
Q2 2023
|
Occidental Asset Management, LLC
|
SELL
|
- |
-318- 5.97% |
$22.5K - $23.5K
|
5.01K
$398K
|
|
|
Aug 11, 2023
Q2 2023
|
Pacific Financial Group Inc
|
SELL
|
- |
-319- 8.29% |
$22.5K - $23.6K
|
3.53K
$280K
|
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-322- 14.62% |
$22.8K - $23.8K
|
1.88K
$149K
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
SELL
|
- |
-324- 1.28% |
$22.9K - $23.9K
|
25K
$1.98M
|
|
|
Jul 17, 2023
Q2 2023
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-329- 9.85% |
$23.3K - $24.3K
|
3.01K
$239K
|
|
|
Aug 10, 2023
Q2 2023
|
William Blair Investment Management, LLC
Chicago, IL |
SELL
|
- |
-332- 37.64% |
$23.5K - $24.5K
|
550
$43.6K
|
|
|
Aug 02, 2023
Q2 2023
|
Forum Private Client Group LLC
|
SELL
|
- |
-337- 3.06% |
$23.8K - $24.9K
|
10.7K
$846K
|
|
|
Jul 13, 2023
Q2 2023
|
City Holding CO
|
SELL
|
- |
-340- 0.55% |
$24K - $25.1K
|
61.6K
$4.88M
|
|
|
Aug 14, 2023
Q2 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-341- 1.01% |
$24.1K - $25.2K
|
33.5K
$2.66M
|
|
|
Aug 14, 2023
Q2 2023
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-342- 6.15% |
$24.2K - $25.3K
|
5.22K
$414K
|
|
|
Aug 07, 2023
Q2 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-347- 0.49% |
$24.5K - $25.6K
|
70K
$5.56M
|
|
|
Jul 12, 2023
Q2 2023
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-348- 7.23% |
$24.6K - $25.7K
|
4.46K
$354K
|
|
|
Aug 02, 2023
Q2 2023
|
Jsf Financial, LLC
|
SELL
|
- |
-348- 2.25% |
$24.6K - $25.7K
|
15.1K
$1.2M
|