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 03, 2023
Q2 2023
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-2.88K- 3.54% |
$203K - $213K
|
78.4K
$6.22M
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-2.89K- 72.89% |
$204K - $213K
|
1.07K
$85.2K
|
|
|
Aug 03, 2023
Q2 2023
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-2.97K- 16.92% |
$210K - $220K
|
14.6K
$1.16M
|
|
|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-2.99K- 24.41% |
$211K - $221K
|
9.25K
$734K
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-3K- 0.18% |
$212K - $222K
|
1.7M
$135M
|
|
|
Aug 14, 2023
Q2 2023
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-3.01K- 1.75% |
$213K - $222K
|
169K
$13.4M
|
|
|
Jul 17, 2023
Q2 2023
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-3.06K- 5.14% |
$216K - $226K
|
56.4K
$4.48M
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.08K- 0.52% |
$218K - $228K
|
587K
$46.6M
|
|
|
Jul 27, 2023
Q2 2023
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-3.16K- 3.26% |
$223K - $234K
|
93.8K
$7.44M
|
|
|
Aug 11, 2023
Q2 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-3.17K- 25.55% |
$224K - $234K
|
9.24K
$733K
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-3.21K- 88.78% |
$227K - $237K
|
405
$32.1K
|
|
|
Jul 14, 2023
Q2 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-3.26K- 0.54% |
$230K - $241K
|
596K
$47.3M
|
|
|
Jul 28, 2023
Q2 2023
|
Marquette Asset Management, LLC
|
SELL
|
- |
-3.38K- 7.94% |
$239K - $249K
|
39.1K
$3.1M
|
|
|
Jul 17, 2023
Q2 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-3.47K- 2.55% |
$245K - $256K
|
133K
$10.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
SELL
|
- |
-3.51K- 7.98% |
$248K - $259K
|
40.5K
$3.21M
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.58K- 2.36% |
$253K - $264K
|
148K
$11.7M
|
|
|
Aug 07, 2023
Q2 2023
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-3.62K- 13.79% |
$255K - $267K
|
22.6K
$1.79M
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-3.62K- 2.24% |
$256K - $268K
|
158K
$12.5M
|
|
|
Aug 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-3.69K- 0.6% |
$261K - $273K
|
609K
$48.3M
|
|
|
Sep 07, 2023
Q2 2023
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-3.7KClosed |
$261K - $273K
|
0
$0
|
|
|
Aug 09, 2023
Q2 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-3.77K- 9.41% |
$266K - $278K
|
36.3K
$2.88M
|
|
|
Aug 15, 2023
Q2 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-3.79K- 8.68% |
$267K - $280K
|
39.8K
$3.16M
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-3.8K- 2.85% |
$268K - $281K
|
129K
$10.3M
|
|
|
Jul 27, 2023
Q2 2023
|
Rockland Trust CO
|
SELL
|
- |
-3.84K- 11.45% |
$272K - $284K
|
29.7K
$2.36M
|
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-3.91K- 5.21% |
$276K - $289K
|
71.1K
$5.64M
|
|
|
Jul 07, 2023
Q2 2023
|
First Citizens Financial Corp
|
SELL
|
- |
-3.99K- 3.03% |
$282K - $294K
|
128K
$10.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-4.02K- 3.39% |
$284K - $297K
|
114K
$9.07M
|
|
|
Aug 10, 2023
Q2 2023
|
Neumann Capital Management, LLC
|
SELL
|
- |
-4.11K- 10.4% |
$290K - $304K
|
35.4K
$2.81M
|
|
|
Apr 12, 2024
Q2 2023
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-4.15K- 11.79% |
$293K - $306K
|
31K
$2.46M
|
|
|
Aug 11, 2023
Q2 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-4.22K- 24.86% |
$298K - $312K
|
12.7K
$1.01M
|
|
|
Jul 28, 2023
Q2 2023
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-4.27K- 14.28% |
$301K - $315K
|
25.6K
$2.03M
|
|
|
Jul 21, 2023
Q2 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-4.33K- 2.66% |
$306K - $320K
|
158K
$12.6M
|
|
|
Jul 13, 2023
Q2 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-4.37K- 3.32% |
$309K - $323K
|
127K
$10.1M
|
|
|
Jul 21, 2023
Q2 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-4.39K- 8.01% |
$310K - $324K
|
50.4K
$3.99M
|
|
|
Aug 23, 2023
Q2 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-4.51K- 17.44% |
$319K - $334K
|
21.4K
$1.69M
|
|
|
Aug 11, 2023
Q2 2023
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-4.61K- 34.38% |
$326K - $341K
|
8.8K
$698K
|
|
|
Jul 24, 2023
Q2 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-4.61K- 30.07% |
$326K - $341K
|
10.7K
$851K
|
|
|
Jun 03, 2024
Q2 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-4.61K- 30.07% |
$326K - $341K
|
10.7K
$851K
|
|
|
Aug 07, 2023
Q2 2023
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-4.62K- 1.17% |
$326K - $341K
|
392K
$31.1M
|
|
|
Aug 14, 2023
Q2 2023
|
1607 Capital Partners, LLC
Richmond, VA |
SELL
|
- |
-4.7K- 29.94% |
$332K - $347K
|
11K
$872K
|
|
|
Jul 24, 2023
Q2 2023
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-4.75K- 4.17% |
$335K - $351K
|
109K
$8.65M
|
|
|
Aug 08, 2023
Q2 2023
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-4.8K- 6.26% |
$339K - $355K
|
71.9K
$5.7M
|
|
|
Jul 26, 2023
Q2 2023
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-4.83K- 4.15% |
$341K - $357K
|
112K
$8.85M
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-4.83K- 4.54% |
$341K - $357K
|
102K
$8.06M
|
|
|
Aug 15, 2023
Q2 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-4.91K- 3.3% |
$347K - $363K
|
144K
$11.4M
|
|
|
Jul 28, 2023
Q2 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-4.92K- 2.88% |
$347K - $363K
|
166K
$13.2M
|
|
|
Aug 07, 2023
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-5.16K- 27.67% |
$365K - $382K
|
13.5K
$1.07M
|
|
|
Aug 29, 2024
Q2 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-5.16K- 27.67% |
$365K - $382K
|
13.5K
$1.07M
|
|
|
Jul 25, 2023
Q2 2023
|
Old National Bancorp
|
SELL
|
- |
-5.19K- 5.95% |
$367K - $383K
|
82K
$6.5M
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-5.19K- 58.82% |
$367K - $384K
|
3.63K
$288K
|