Purchases and Sales Made in Q1 2023 in Ishares Tr Msci Eafe ETF (EFA)
This table provides information about the institutional ownership of Ishares Tr Msci Eafe ETF (EFA) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
26.4M+ 314.95% |
$1.75B - $1.9B
|
34.8M
$2.69B
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
7.84MNew |
$519M - $566M
|
7.84M
$608M
|
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
3.11M+ 4.76% |
$206M - $224M
|
68.5M
$5.31B
|
|
|
Apr 13, 2023
Q1 2023
|
Churchill Management Corp
|
BUY
|
- |
2.64MNew |
$175M - $190M
|
2.64M
$204M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.43M+ 10.48% |
$161M - $176M
|
25.6M
$1.99B
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
2.27M+ 22.16% |
$150M - $164M
|
12.5M
$970M
|
|
|
Apr 26, 2023
Q1 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
2.17M+ 1014.96% |
$143M - $156M
|
2.38M
$184M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.21M+ 4.88% |
$80.2M - $87.4M
|
26M
$2.02B
|
|
|
May 15, 2023
Q1 2023
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
1.16M+ 457.55% |
$76.7M - $83.6M
|
1.41M
$109M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
1.05M+ 5276.3% |
$69.8M - $76.1M
|
1.07M
$83.2M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
1.02M+ 151.86% |
$67.9M - $74M
|
1.7M
$132M
|
|
|
May 10, 2023
Q1 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
705KNew |
$46.7M - $50.9M
|
705K
$54.6M
|
|
|
Apr 11, 2023
Q1 2023
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
661KNew |
$43.8M - $47.7M
|
661K
$51.2M
|
|
|
Apr 28, 2023
Q1 2023
|
Dupont Capital Management Corp
|
BUY
|
- |
643K+ 1277.96% |
$42.6M - $46.4M
|
693K
$53.7M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
599K+ 43.69% |
$39.6M - $43.2M
|
1.97M
$153M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
595K+ 23.0% |
$39.4M - $43M
|
3.18M
$247M
|
|
|
Apr 28, 2023
Q1 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
408K+ 676.92% |
$27M - $29.4M
|
468K
$36.3M
|
|
|
Dec 18, 2023
Q1 2023
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
374KNew |
$24.7M - $27M
|
374K
$29M
|
|
|
May 15, 2023
Q1 2023
|
Castleark Management LLC
Chicago, IL |
BUY
|
- |
341K+ 1483.7% |
$22.6M - $24.6M
|
364K
$28.2M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
307K+ 42.81% |
$20.3M - $22.1M
|
1.02M
$79.3M
|
|
|
May 10, 2023
Q1 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
306K+ 268.21% |
$20.3M - $22.1M
|
420K
$32.6M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
300K+ 25.33% |
$19.8M - $21.6M
|
1.48M
$115M
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
287K+ 16.19% |
$19M - $20.7M
|
2.06M
$159M
|
|
|
Apr 27, 2023
Q1 2023
|
Glassy Mountain Advisors, Inc.
|
BUY
|
- |
279KNew |
$18.4M - $20.1M
|
279K
$21.6M
|
|
|
May 15, 2023
Q1 2023
|
Becker Capital Management Inc
|
BUY
|
- |
267KNew |
$17.7M - $19.3M
|
267K
$20.7M
|
|
|
May 12, 2023
Q1 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
241K+ 34.01% |
$16M - $17.4M
|
951K
$73.7M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
232K+ 6.8% |
$15.3M - $16.7M
|
3.63M
$282M
|
|
|
May 09, 2024
Q1 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
229KNew |
$15.2M - $16.5M
|
229K
$17.7M
|
|
|
May 12, 2023
Q1 2023
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
224K+ 453.25% |
$14.9M - $16.2M
|
274K
$21.2M
|
|
|
May 15, 2023
Q1 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
215K+ 16.47% |
$14.2M - $15.5M
|
1.52M
$118M
|
|
|
May 10, 2023
Q1 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
207K+ 6735.23% |
$13.7M - $14.9M
|
210K
$16.2M
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
204K+ 339.71% |
$13.5M - $14.8M
|
265K
$20.5M
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
BUY
|
- |
202K+ 347.3% |
$13.4M - $14.6M
|
260K
$20.2M
|
|
|
May 12, 2023
Q1 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
198KNew |
$13.1M - $14.3M
|
198K
$15.3M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
197K+ 67.48% |
$13.1M - $14.2M
|
490K
$38M
|
|
|
May 11, 2023
Q1 2023
|
Stone X Group Inc.
|
BUY
|
- |
195KNew |
$12.9M - $14M
|
195K
$15.1M
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
177K+ 2.46% |
$11.7M - $12.8M
|
7.39M
$572M
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
172K+ 15.51% |
$11.4M - $12.4M
|
1.28M
$99.3M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
166K+ 8.45% |
$11M - $12M
|
2.12M
$165M
|
|
|
May 12, 2023
Q1 2023
|
Johns Hopkins University
Baltimore, MD |
BUY
|
- |
162KNew |
$10.7M - $11.7M
|
162K
$12.6M
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
160K+ 21.63% |
$10.6M - $11.6M
|
901K
$69.8M
|
|
|
May 12, 2023
Q1 2023
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
151KNew |
$10M - $10.9M
|
151K
$11.7M
|
|
|
May 04, 2023
Q1 2023
|
Merriman Wealth Management, LLC
|
BUY
|
- |
144K+ 321.97% |
$9.55M - $10.4M
|
189K
$14.6M
|
|
|
May 10, 2023
Q1 2023
|
Td Asset Management Inc
|
BUY
|
- |
143K+ 4.2% |
$9.48M - $10.3M
|
3.55M
$275M
|
|
|
Jul 14, 2023
Q1 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
139KNew |
$9.22M - $10M
|
139K
$10.8M
|
|
|
Apr 28, 2023
Q1 2023
|
Copperwynd Financial, LLC
|
BUY
|
- |
139K+ 576.68% |
$9.17M - $10M
|
163K
$12.6M
|
|
|
May 11, 2023
Q1 2023
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
135KNew |
$8.97M - $9.78M
|
135K
$10.5M
|
|
|
May 12, 2023
Q1 2023
|
De Burlo Group Inc
Boston, MA |
BUY
|
- |
132KNew |
$8.75M - $9.54M
|
132K
$10.2M
|
|
|
Apr 25, 2023
Q1 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
127KNew |
$8.43M - $9.19M
|
127K
$9.86M
|
|
|
May 12, 2023
Q1 2023
|
Berkshire Money Management, Inc.
|
BUY
|
- |
126KNew |
$8.37M - $9.12M
|
126K
$9.8M
|