Purchases and Sales Made in Q2 2023 in Ishares Tr Msci Eafe ETF (EFA)

EFA Quotes by TradingView

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 11, 2023 Q2 2023
Invesco Ltd.

Atlanta, GA
BUY
 -
4.68K
+ 80.16%
$331K - $346K
10.5K $834K
Aug 10, 2023 Q2 2023
Kingsview Wealth Management, LLC

Grants Pass, OR
BUY
 -
4.67K
+ 16.98%
$330K - $345K
32.2K $2.55M
Jul 13, 2023 Q2 2023
Wesbanco Bank Inc

BUY
 -
4.63K
+ 3.49%
$327K - $342K
137K $10.9M
Jul 13, 2023 Q2 2023
Northstar Advisory Group, LLC

BUY
 -
4.57K
New
$323K - $338K
4.57K $363K
Aug 14, 2023 Q2 2023
O'Dell Group, LLC

Cincinnati, OH
BUY
 -
4.47K
+ 45.85%
$316K - $331K
14.2K $1.13M
Jul 25, 2023 Q2 2023
Connecticut Wealth Management, LLC

BUY
 -
4.46K
+ 9.02%
$315K - $330K
53.9K $4.28M
Aug 10, 2023 Q2 2023
Db Wealth Management Group, LLC

San Diego, CA
BUY
 -
4.42K
+ 3.64%
$313K - $327K
126K $9.99M
Jul 18, 2023 Q2 2023
Stratos Wealth Partners, Ltd.

BUY
 -
4.35K
+ 7.95%
$307K - $321K
59.1K $4.68M
Dec 11, 2023 Q2 2023
Burns Matteson Capital Management, LLC

Corning, NY
BUY
 -
4.32K
New
$305K - $319K
4.32K $342K
Jul 18, 2023 Q2 2023
Little House Capital LLC

Braintree, MA
BUY
 -
4.29K
+ 6.66%
$303K - $317K
68.8K $5.45M
Aug 08, 2023 Q2 2023
Family Firm, Inc.

BUY
 -
4.2K
+ 7.21%
$297K - $310K
62.4K $4.95M
Jul 20, 2023 Q2 2023
Ironwood Financial, LLC

BUY
 -
4.19K
+ 4.65%
$296K - $309K
94.1K $7.47M
Jul 31, 2023 Q2 2023
First National Corp

BUY
 -
4.16K
+ 13.38%
$294K - $307K
35.2K $2.79M
Aug 09, 2023 Q2 2023
Viewpoint Capital Management LLC

Seattle, WA
BUY
 -
4.13K
+ 51.72%
$292K - $305K
12.1K $960K
Aug 09, 2023 Q2 2023
D L Carlson Investment Group Inc

Concord, NH
BUY
 -
4.11K
+ 3.73%
$290K - $304K
114K $9.07M
Aug 09, 2023 Q2 2023
Cherry Tree Wealth Management, LLC

Minnetonka, MN
BUY
 -
4.11K
New
$290K - $303K
4.11K $326K
Aug 09, 2023 Q2 2023
Nicolet Advisory Services, LLC

Green Bay, WI
BUY
 -
4.1K
New
$290K - $303K
4.1K $325K
Aug 07, 2023 Q2 2023
Betterment LLC

New York, NY
BUY
 -
4.07K
+ 103.49%
$287K - $300K
8K $634K
Aug 03, 2023 Q2 2023
Cwm, LLC

BUY
 -
4.06K
+ 20.95%
$287K - $300K
23.4K $1.86M
Jul 14, 2023 Q2 2023
Bartlett & Co. LLC

BUY
 -
4.04K
+ 2.7%
$286K - $299K
154K $12.2M
Feb 14, 2024 Q2 2023
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
BUY
 -
4.04K
+ 2.7%
$286K - $299K
154K $12.2M
Aug 15, 2023 Q2 2023
Benjamin F. Edwards & Company, Inc.

St. Louis, MO
BUY
 -
4.04K
+ 122.64%
$285K - $298K
7.33K $581K
Aug 14, 2023 Q2 2023
Bison Wealth, LLC

BUY
 -
3.97K
New
$280K - $293K
3.97K $315K
Aug 07, 2023 Q2 2023
Madden Advisory Services, Inc.

BUY
 -
3.95K
+ 4.18%
$279K - $292K
98.4K $7.8M
Jul 26, 2023 Q2 2023
Arkadios Wealth Advisors

BUY
 -
3.89K
+ 36.75%
$275K - $287K
14.5K $1.15M
Aug 01, 2023 Q2 2023
Confluence Wealth Services, Inc.

Mcmurray, PA
BUY
 -
3.84K
+ 3.81%
$271K - $284K
105K $8.29M
Aug 10, 2023 Q2 2023
Russell Investments Group, Ltd.

BUY
 -
3.83K
New
$271K - $283K
3.83K $304K
Aug 08, 2023 Q2 2023
Tmd Wealth Management, LLC

BUY
 -
3.81K
New
$269K - $282K
3.81K $302K
Jul 20, 2023 Q2 2023
Tkg Advisors, LLC

BUY
 -
3.8K
New
$268K - $280K
3.8K $301K
Jul 06, 2023 Q2 2023
Sterling Group Wealth Management, LLC

Pasadena, CA
BUY
 -
3.73K
+ 20.15%
$264K - $276K
22.2K $1.76M
Aug 09, 2023 Q2 2023
Us Financial Advisors, LLC

Braintree, MA
BUY
 -
3.64K
+ 2.09%
$257K - $269K
178K $14.1M
Jul 14, 2023 Q2 2023
Next Level Private LLC

Harrison, NY
BUY
 -
3.61K
New
$255K - $267K
3.61K $287K
Aug 08, 2023 Q2 2023
Forvis Wealth Advisors, LLC

BUY
 -
3.45K
+ 3.35%
$244K - $255K
106K $8.44M
Jul 24, 2023 Q2 2023
Austin Asset Management CO Inc

BUY
 -
3.45K
+ 88.77%
$244K - $255K
7.33K $581K
Aug 14, 2023 Q2 2023
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
3.42K
+ 6.12%
$242K - $253K
59.4K $4.71M
Aug 16, 2023 Q2 2023
Resources Management Corp

West Hartford, CT
BUY
 -
3.4K
+ 544.94%
$240K - $251K
4.02K $319K
Jul 21, 2023 Q2 2023
1900 Wealth Management LLC

BUY
 -
3.37K
New
$238K - $249K
3.37K $267K
Aug 02, 2023 Q2 2023
Lgl Partners, LLC

West Conshohocken, PA
BUY
 -
3.3K
+ 1.91%
$233K - $244K
176K $14M
Aug 11, 2023 Q2 2023
Capital Analysts, LLC

Fort Washington, PA
BUY
 -
3.25K
+ 19.44%
$230K - $240K
20K $1.58M
Jul 17, 2023 Q2 2023
Strateg Iq Financial Group, LLC

BUY
 -
3.23K
+ 55.72%
$228K - $239K
9.02K $715K
Aug 14, 2023 Q2 2023
Petix & Botte CO

BUY
 -
3.21K
+ 100.0%
$227K - $237K
6.42K $509K
Jul 10, 2023 Q2 2023
Clarus Wealth Advisors

BUY
 -
3.21K
+ 9.52%
$227K - $237K
36.9K $2.93M
Jul 14, 2023 Q2 2023
Mc Elhenny Sheffield Capital Management, LLC

BUY
 -
3.17K
New
$224K - $234K
3.17K $251K
Aug 07, 2023 Q2 2023
Insight Advisors, LLC

Newtown, PA
BUY
 -
3.16K
New
$223K - $233K
3.16K $251K
Aug 14, 2023 Q2 2023
Pinnacle Family Advisors, LLC

Springfield, MO
BUY
 -
3.16K
+ 3.85%
$223K - $233K
85.2K $6.76M
Aug 09, 2023 Q2 2023
National Wealth Management Group, LLC

Cincinnati, OH
BUY
 -
3.15K
New
$222K - $232K
3.15K $249K
Jul 18, 2023 Q2 2023
Allspring Global Investments Holdings, LLC

BUY
 -
3.14K
+ 0.38%
$222K - $232K
828K $65.7M
Aug 14, 2023 Q2 2023
Gallagher Fiduciary Advisors, LLC

Rolling Meadows, IL
BUY
 -
3.12K
New
$220K - $230K
3.12K $247K
Aug 11, 2023 Q2 2023
La Salle St. Investment Advisors, LLC

Elmhurst, IL
BUY
 -
3.09K
+ 20.06%
$218K - $228K
18.5K $1.47M

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