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 20, 2023
Q2 2023
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-787- 13.7% |
$55.6K - $58.2K
|
4.96K
$393K
|
|
|
Jul 17, 2023
Q2 2023
|
Castle Wealth Management LLC
|
SELL
|
- |
-797- 13.47% |
$56.3K - $58.9K
|
5.12K
$406K
|
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-800- 21.49% |
$56.5K - $59.1K
|
2.92K
$232K
|
|
|
Jul 14, 2023
Q2 2023
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-819- 18.08% |
$57.9K - $60.5K
|
3.71K
$294K
|
|
|
Jul 11, 2023
Q2 2023
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-824- 2.34% |
$58.2K - $60.9K
|
34.4K
$2.73M
|
|
|
Aug 02, 2023
Q2 2023
|
Oak Family Advisors, LLC
|
SELL
|
- |
-825- 12.5% |
$58.3K - $61K
|
5.78K
$458K
|
|
|
Aug 10, 2023
Q2 2023
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-827- 2.25% |
$58.4K - $61.1K
|
35.9K
$2.85M
|
|
|
Jul 31, 2023
Q2 2023
|
Orin Green Financial, LLC
|
SELL
|
- |
-830- 0.74% |
$58.7K - $61.3K
|
112K
$8.87M
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-830- 1.92% |
$58.7K - $61.3K
|
42.3K
$3.35M
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-834- 6.13% |
$58.9K - $61.6K
|
12.8K
$1.01M
|
|
|
Aug 04, 2023
Q2 2023
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-850- 7.47% |
$60.1K - $62.8K
|
10.5K
$835K
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-864- 12.68% |
$61.1K - $63.8K
|
5.95K
$472K
|
|
|
Jul 17, 2023
Q2 2023
|
Bremer Bank National Association
|
SELL
|
- |
-868- 1.95% |
$61.3K - $64.1K
|
43.6K
$3.46M
|
|
|
Jul 10, 2023
Q2 2023
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-870- 4.19% |
$61.5K - $64.3K
|
19.9K
$1.58M
|
|
|
Aug 10, 2023
Q2 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-885- 5.3% |
$62.5K - $65.4K
|
15.8K
$1.25M
|
|
|
Jul 20, 2023
Q2 2023
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-898- 1.15% |
$63.5K - $66.4K
|
76.9K
$6.1M
|
|
|
Jul 10, 2023
Q2 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-906- 1.96% |
$64K - $67K
|
45.3K
$3.59M
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-920- 3.37% |
$65K - $68K
|
26.4K
$2.09M
|
|
|
Aug 08, 2023
Q2 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-925- 5.32% |
$65.4K - $68.4K
|
16.4K
$1.3M
|
|
|
Aug 01, 2023
Q2 2023
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-935- 0.88% |
$66.1K - $69.1K
|
106K
$8.39M
|
|
|
Aug 07, 2023
Q2 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-940- 0.84% |
$66.4K - $69.5K
|
110K
$8.75M
|
|
|
Aug 11, 2023
Q2 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-950- 19.79% |
$67.1K - $70.2K
|
3.85K
$305K
|
|
|
Aug 14, 2023
Q2 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-952- 4.76% |
$67.3K - $70.4K
|
19K
$1.51M
|
|
|
Jul 14, 2023
Q2 2023
|
Maple Capital Management, Inc.
|
SELL
|
- |
-959- 3.9% |
$67.8K - $70.9K
|
23.6K
$1.87M
|
|
|
Aug 08, 2023
Q2 2023
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-967- 5.99% |
$68.3K - $71.5K
|
15.2K
$1.2M
|
|
|
Aug 03, 2023
Q2 2023
|
Private Capital Management LLC
|
SELL
|
- |
-970- 4.27% |
$68.5K - $71.7K
|
21.8K
$1.73M
|
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-983- 3.53% |
$69.5K - $72.6K
|
26.8K
$2.13M
|
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-991- 3.32% |
$70K - $73.2K
|
28.8K
$2.29M
|
|
|
Aug 10, 2023
Q2 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-995- 2.89% |
$70.3K - $73.5K
|
33.4K
$2.65M
|
|
|
Feb 02, 2024
Q2 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-1.01K- 18.86% |
$71.2K - $74.5K
|
4.34K
$344K
|
|
|
Jul 07, 2023
Q2 2023
|
Woodstock Corp
|
SELL
|
- |
-1.02K- 1.98% |
$71.8K - $75.1K
|
50.2K
$3.98M
|
|
|
Jul 12, 2023
Q2 2023
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-1.02K- 6.19% |
$71.9K - $75.2K
|
15.4K
$1.22M
|
|
|
Aug 10, 2023
Q2 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-1.03K- 7.81% |
$72.4K - $75.7K
|
12.1K
$960K
|
|
|
Aug 11, 2023
Q2 2023
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-1.03K- 24.92% |
$72.6K - $75.9K
|
3.1K
$245K
|
|
|
Aug 09, 2023
Q2 2023
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-1.04K- 3.95% |
$73.2K - $76.6K
|
25.2K
$2M
|
|
|
Aug 01, 2023
Q2 2023
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-1.04K- 20.34% |
$73.8K - $77.2K
|
4.09K
$324K
|
|
|
Jul 27, 2023
Q2 2023
|
Bank Ozk
|
SELL
|
- |
-1.05K- 3.53% |
$74.2K - $77.6K
|
28.7K
$2.27M
|
|
|
Aug 14, 2023
Q2 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-1.05K- 1.8% |
$74.2K - $77.6K
|
57.3K
$4.54M
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-1.07K- 8.65% |
$75.3K - $78.7K
|
11.2K
$892K
|
|
|
Aug 11, 2023
Q2 2023
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-1.07K- 8.06% |
$75.5K - $78.9K
|
12.2K
$967K
|
|
|
Aug 11, 2023
Q2 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.08K- 7.9% |
$76.2K - $79.7K
|
12.6K
$997K
|
|
|
Jul 25, 2023
Q2 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-1.09K- 3.24% |
$77K - $80.5K
|
32.5K
$2.58M
|
|
|
Jul 26, 2023
Q2 2023
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-1.09K- 13.07% |
$77.3K - $80.8K
|
7.28K
$577K
|
|
|
Aug 07, 2023
Q2 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-1.11K- 1.28% |
$78.7K - $82.3K
|
85.9K
$6.82M
|
|
|
Aug 10, 2023
Q2 2023
|
Washington Trust Bank
|
SELL
|
- |
-1.12K- 5.28% |
$78.9K - $82.5K
|
20K
$1.59M
|
|
|
Sep 26, 2023
Q2 2023
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-1.12K- 95.23% |
$79K - $82.6K
|
56
$4.44K
|
|
|
Jul 25, 2023
Q2 2023
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-1.14K- 6.48% |
$80.4K - $84K
|
16.4K
$1.3M
|
|
|
Jul 20, 2023
Q2 2023
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-1.15K- 1.27% |
$81.3K - $85K
|
89.1K
$7.06M
|
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
SELL
|
- |
-1.15K- 0.51% |
$81.5K - $85.2K
|
226K
$17.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-1.16K- 0.42% |
$81.9K - $85.7K
|
273K
$21.6M
|