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
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-524- 13.0% |
$37K - $38.7K
|
3.51K
$278K
|
|
|
Jul 13, 2023
Q2 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-526- 3.36% |
$37.2K - $38.9K
|
15.1K
$1.2M
|
|
|
Jul 19, 2023
Q2 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-532- 7.97% |
$37.6K - $39.3K
|
6.14K
$487K
|
|
|
Jul 20, 2023
Q2 2023
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-533- 2.21% |
$37.7K - $39.4K
|
23.6K
$1.87M
|
|
|
Aug 07, 2023
Q2 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-540- 1.87% |
$38.2K - $39.9K
|
28.4K
$2.25M
|
|
|
Jul 27, 2023
Q2 2023
|
Cohen Lawrence B
Boston, MA |
SELL
|
- |
-542- 1.54% |
$38.3K - $40.1K
|
34.7K
$2.75M
|
|
|
Jul 13, 2023
Q2 2023
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-550- 4.93% |
$38.9K - $40.6K
|
10.6K
$842K
|
|
|
Aug 15, 2023
Q2 2023
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-564- 0.27% |
$39.9K - $41.7K
|
209K
$16.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-570- 5.35% |
$40.3K - $42.1K
|
10.1K
$800K
|
|
|
Aug 14, 2023
Q2 2023
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-572- 2.46% |
$40.4K - $42.3K
|
22.7K
$1.8M
|
|
|
Aug 10, 2023
Q2 2023
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-574- 0.49% |
$40.6K - $42.4K
|
117K
$9.26M
|
|
|
Aug 14, 2023
Q2 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-575- 0.9% |
$40.6K - $42.5K
|
63.3K
$5.02M
|
|
|
Jul 14, 2023
Q2 2023
|
Arden Trust CO
|
SELL
|
- |
-579- 9.54% |
$40.9K - $42.8K
|
5.49K
$436K
|
|
|
Jul 10, 2023
Q2 2023
|
Thomasville National Bank
|
SELL
|
- |
-580- 3.03% |
$41K - $42.9K
|
18.6K
$1.47M
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Adam, LLC
|
SELL
|
- |
-583- 1.21% |
$41.2K - $43.1K
|
47.4K
$3.76M
|
|
|
Jul 27, 2023
Q2 2023
|
Next Capital Management LLC
|
SELL
|
- |
-587- 5.9% |
$41.5K - $43.4K
|
9.37K
$743K
|
|
|
Aug 08, 2023
Q2 2023
|
Gfs Advisors, LLC
|
SELL
|
- |
-587- 4.76% |
$41.5K - $43.4K
|
11.7K
$931K
|
|
|
Jul 31, 2023
Q2 2023
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-589- 0.76% |
$41.6K - $43.5K
|
76.8K
$6.09M
|
|
|
Aug 10, 2023
Q2 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-591- 9.4% |
$41.8K - $43.7K
|
5.69K
$452K
|
|
|
Jul 19, 2023
Q2 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-609- 6.38% |
$43K - $45K
|
8.94K
$709K
|
|
|
Jul 20, 2023
Q2 2023
|
Apeiron Ria LLC
|
SELL
|
- |
-609- 10.58% |
$43K - $45K
|
5.15K
$408K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-615- 5.31% |
$43.5K - $45.4K
|
11K
$869K
|
|
|
Aug 04, 2023
Q2 2023
|
Parsons Capital Management Inc
|
SELL
|
- |
-615- 2.37% |
$43.5K - $45.4K
|
25.4K
$2.01M
|
|
|
Aug 01, 2023
Q2 2023
|
Community Bank, N.A.
|
SELL
|
- |
-616- 1.75% |
$43.5K - $45.5K
|
34.5K
$2.74M
|
|
|
Aug 23, 2023
Q2 2023
|
Tnf LLC
|
SELL
|
- |
-616- 5.26% |
$43.5K - $45.5K
|
11.1K
$879K
|
|
|
Jul 27, 2023
Q2 2023
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-621- 32.36% |
$43.9K - $45.9K
|
1.3K
$103K
|
|
|
Aug 14, 2023
Q2 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-625- 0.13% |
$44.2K - $46.2K
|
475K
$37.7M
|
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
SELL
|
- |
-636- 1.03% |
$44.9K - $47K
|
61.2K
$4.85M
|
|
|
Aug 01, 2023
Q2 2023
|
Heritage Investors Management Corp
|
SELL
|
- |
-663- 0.5% |
$46.9K - $49K
|
133K
$10.5M
|
|
|
Jul 20, 2023
Q2 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-666- 19.13% |
$47.1K - $49.2K
|
2.82K
$223K
|
|
|
Jul 31, 2023
Q2 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-666- 10.7% |
$47.1K - $49.2K
|
5.56K
$441K
|
|
|
Jul 28, 2023
Q2 2023
|
Peoples Bank
|
SELL
|
- |
-668- 3.29% |
$47.2K - $49.4K
|
19.6K
$1.56M
|
|
|
Jul 13, 2023
Q2 2023
|
Advisor Resource Council
|
SELL
|
- |
-670- 5.45% |
$47.3K - $49.5K
|
11.6K
$922K
|
|
|
Jul 25, 2023
Q2 2023
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-670- 1.59% |
$47.3K - $49.5K
|
41.5K
$3.29M
|
|
|
Aug 01, 2023
Q2 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-670- 1.04% |
$47.3K - $49.5K
|
63.8K
$5.06M
|
|
|
Jul 18, 2023
Q2 2023
|
Leith Wheeler Investment Counsel Ltd.
|
SELL
|
- |
-673- 3.13% |
$47.6K - $49.7K
|
20.8K
$1.65M
|
|
|
Aug 24, 2023
Q2 2023
|
Harvest Investment Advisors, LLC
Tallahassee, FL |
SELL
|
- |
-680- 0.51% |
$48.1K - $50.3K
|
133K
$10.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-697- 5.64% |
$49.3K - $51.5K
|
11.7K
$925K
|
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-701- 8.08% |
$49.5K - $51.8K
|
7.98K
$633K
|
|
|
Jul 10, 2023
Q2 2023
|
Appleton Partners Inc
|
SELL
|
- |
-705- 2.55% |
$49.8K - $52.1K
|
26.9K
$2.13M
|
|
|
Aug 08, 2023
Q2 2023
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-712- 2.14% |
$50.3K - $52.6K
|
32.6K
$2.59M
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-713- 33.35% |
$50.4K - $52.7K
|
1.43K
$113K
|
|
|
Aug 02, 2023
Q2 2023
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-734- 1.24% |
$51.9K - $54.2K
|
58.6K
$4.64M
|
|
|
Nov 13, 2023
Q2 2023
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-750- 10.84% |
$53K - $55.4K
|
6.17K
$489K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-755- 7.54% |
$53.4K - $55.8K
|
9.26K
$735K
|
|
|
Jul 06, 2023
Q2 2023
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-759- 2.54% |
$53.6K - $56.1K
|
29.1K
$2.31M
|
|
|
Aug 09, 2023
Q2 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-764- 1.77% |
$54K - $56.5K
|
42.5K
$3.37M
|
|
|
Jul 11, 2023
Q2 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-768- 8.26% |
$54.3K - $56.8K
|
8.53K
$677K
|
|
|
Aug 04, 2023
Q2 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-774- 1.07% |
$54.7K - $57.2K
|
71.4K
$5.67M
|
|
|
Aug 09, 2023
Q2 2023
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-778- 3.15% |
$55K - $57.5K
|
23.9K
$1.9M
|