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 14, 2023
Q2 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
2.16K+ 8.47% |
$153K - $160K
|
27.7K
$2.19M
|
|
Jul 11, 2023
Q2 2023
|
Legacy Bridge, LLC
|
BUY
|
- |
2.15K+ 13.67% |
$152K - $159K
|
17.9K
$1.42M
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
2.14K+ 45.91% |
$151K - $158K
|
6.8K
$539K
|
|
Aug 14, 2023
Q2 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
2.13K+ 10.58% |
$151K - $158K
|
22.3K
$1.77M
|
|
Aug 14, 2023
Q2 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.13K+ 15.78% |
$150K - $157K
|
15.6K
$1.24M
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
2.11K+ 29.0% |
$149K - $156K
|
9.39K
$745K
|
|
Aug 11, 2023
Q2 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
2.08K+ 1.79% |
$147K - $154K
|
118K
$9.38M
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2.06K+ 25.78% |
$145K - $152K
|
10K
$796K
|
|
Aug 03, 2023
Q2 2023
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
2.03K+ 50.61% |
$144K - $150K
|
6.05K
$480K
|
|
Aug 08, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
2.03K+ 46.85% |
$143K - $150K
|
6.35K
$504K
|
|
Jul 06, 2023
Q2 2023
|
In Track Investment Management Inc
|
BUY
|
- |
2.02K+ 4.99% |
$143K - $149K
|
42.4K
$3.37M
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
2K+ 26.79% |
$141K - $148K
|
9.48K
$752K
|
|
Aug 09, 2023
Q2 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
1.98K+ 18.75% |
$140K - $146K
|
12.5K
$993K
|
|
Oct 18, 2024
Q2 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
1.98K+ 18.75% |
$140K - $146K
|
12.5K
$993K
|
|
Jul 31, 2023
Q2 2023
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
1.95K+ 24.68% |
$138K - $144K
|
9.85K
$781K
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.86K+ 7.46% |
$132K - $138K
|
26.8K
$2.13M
|
|
Jul 10, 2023
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
1.82K+ 1.3% |
$128K - $134K
|
142K
$11.2M
|
|
Jun 14, 2024
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
1.82K+ 1.3% |
$128K - $134K
|
142K
$11.2M
|
|
Aug 07, 2023
Q2 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
1.81K+ 27.99% |
$128K - $134K
|
8.27K
$656K
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.8K+ 1.83% |
$127K - $133K
|
100K
$7.95M
|
|
Aug 08, 2023
Q2 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1.79K+ 14.52% |
$126K - $132K
|
14.1K
$1.12M
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
BUY
|
- |
1.79K+ 4.63% |
$126K - $132K
|
40.3K
$3.2M
|
|
Jul 13, 2023
Q2 2023
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
1.77K+ 30.07% |
$125K - $131K
|
7.64K
$606K
|
|
Aug 03, 2023
Q2 2023
|
Spc Financial, Inc.
|
BUY
|
- |
1.73K+ 29.89% |
$123K - $128K
|
7.54K
$598K
|
|
Jul 13, 2023
Q2 2023
|
Iam Advisory, LLC
|
BUY
|
- |
1.68K+ 8.46% |
$119K - $124K
|
21.5K
$1.71M
|
|
Aug 14, 2023
Q2 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1.67K+ 3.21% |
$118K - $123K
|
53.7K
$4.26M
|
|
Aug 14, 2023
Q2 2023
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
1.59K+ 49.12% |
$112K - $117K
|
4.81K
$382K
|
|
Jul 18, 2023
Q2 2023
|
Zhang Financial LLC
|
BUY
|
- |
1.57K+ 9.78% |
$111K - $116K
|
17.6K
$1.4M
|
|
Aug 21, 2023
Q2 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.52K+ 0.12% |
$107K - $112K
|
1.22M
$96.6M
|
|
Aug 14, 2023
Q2 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
1.51K+ 8.04% |
$107K - $112K
|
20.3K
$1.61M
|
|
Jul 13, 2023
Q2 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
1.51K+ 2.4% |
$107K - $112K
|
64.5K
$5.12M
|
|
Aug 14, 2023
Q2 2023
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
1.51K+ 0.74% |
$106K - $111K
|
206K
$16.3M
|
|
Aug 15, 2023
Q2 2023
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
1.5KNew |
$106K - $111K
|
1.5K
$119K
|
|
Aug 14, 2023
Q2 2023
|
Bontempo Ohly Capital Mgmt LLC
Bethesda, MD |
BUY
|
- |
1.5K+ 0.21% |
$106K - $111K
|
709K
$56.2M
|
|
Jul 28, 2023
Q2 2023
|
Calamos Wealth Management LLC
|
BUY
|
- |
1.49K+ 1.23% |
$106K - $110K
|
123K
$9.78M
|
|
Aug 08, 2023
Q2 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
1.48K+ 0.82% |
$104K - $109K
|
182K
$14.5M
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.47K+ 14.1% |
$104K - $109K
|
11.9K
$944K
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.47K+ 9.53% |
$104K - $109K
|
16.9K
$1.34M
|
|
Jul 28, 2023
Q2 2023
|
Welch & Forbes LLC
|
BUY
|
- |
1.46K+ 5.47% |
$103K - $108K
|
28.2K
$2.23M
|
|
Aug 14, 2023
Q2 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
1.45K+ 2.27% |
$103K - $107K
|
65.6K
$5.2M
|
|
Aug 28, 2024
Q2 2023
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
1.44K+ 36.8% |
$102K - $107K
|
5.36K
$425K
|
|
Aug 11, 2023
Q2 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1.41K+ 1.8% |
$99.9K - $104K
|
79.9K
$6.33M
|
|
Aug 08, 2023
Q2 2023
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
1.39K+ 20.86% |
$97.9K - $102K
|
8.03K
$637K
|
|
Aug 14, 2023
Q2 2023
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
1.38K+ 9.88% |
$97.2K - $102K
|
15.3K
$1.21M
|
|
Aug 10, 2023
Q2 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
1.37K+ 1.46% |
$97K - $101K
|
95.2K
$7.55M
|
|
Aug 14, 2023
Q2 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
1.34K+ 6.62% |
$94.7K - $99K
|
21.6K
$1.71M
|
|
Aug 02, 2023
Q2 2023
|
Ntv Asset Management LLC
|
BUY
|
- |
1.33K+ 2.83% |
$94.2K - $98.5K
|
48.5K
$3.85M
|
|
Jul 28, 2023
Q2 2023
|
Defined Wealth Management, LLC
|
BUY
|
- |
1.29K+ 3.54% |
$91.3K - $95.5K
|
37.8K
$3M
|
|
Aug 14, 2023
Q2 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
1.29K+ 0.92% |
$91K - $95.1K
|
140K
$11.1M
|
|
Jul 17, 2023
Q2 2023
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
1.27K+ 1.31% |
$89.7K - $93.8K
|
98.4K
$7.8M
|