Purchases and Sales Made in Q1 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 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
Apr 12, 2023 Q1 2023
Greenfield Savings Bank

BUY
 -
510
+ 3.28%
$33.8K - $36.8K
16K $1.25M
Oct 26, 2023 Q1 2023
Sound Stewardship, LLC

Overland Park, KS
BUY
 -
505
+ 12.08%
$33.4K - $36.5K
4.69K $365K
Apr 26, 2023 Q1 2023
Straight Path Wealth Management

BUY
 -
500
+ 8.71%
$33.1K - $36.1K
6.24K $486K
May 01, 2023 Q1 2023
Vigilant Capital Management, LLC

BUY
 -
500
New
$33.1K - $36.1K
500 $39K
May 04, 2023 Q1 2023
Heritage Wealth Advisors

BUY
 -
500
+ 0.29%
$33.1K - $36.1K
173K $13.5M
May 12, 2023 Q1 2023
Perritt Capital Management Inc

Chicago, IL
BUY
 -
500
+ 6.5%
$33.1K - $36.1K
8.2K $638K
Apr 25, 2023 Q1 2023
Foundations Investment Advisors, LLC

BUY
 -
497
+ 10.5%
$32.9K - $35.9K
5.23K $408K
May 12, 2023 Q1 2023
Dimension Capital Management LLC

Coral Gables, FL
BUY
 -
494
+ 0.33%
$32.7K - $35.7K
148K $11.5M
Apr 20, 2023 Q1 2023
Hfg Advisors, Inc.

BUY
 -
492
+ 2.41%
$32.6K - $35.5K
20.9K $1.63M
May 01, 2023 Q1 2023
Knights Of Columbus Asset Advisors LLC

New Haven, CT
BUY
 -
488
+ 25.32%
$32.3K - $35.2K
2.42K $188K
Apr 12, 2023 Q1 2023
Mayflower Financial Advisors, LLC

BUY
 -
458
+ 4.07%
$30.3K - $33.1K
11.7K $912K
Apr 10, 2023 Q1 2023
Sequent Asset Management, LLC

BUY
 -
455
+ 1.39%
$30.1K - $32.8K
33.2K $2.59M
Apr 13, 2023 Q1 2023
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
455
New
$30.1K - $32.8K
455 $35.4K
May 12, 2023 Q1 2023
Kestra Private Wealth Services, LLC

BUY
 -
442
+ 1.08%
$29.3K - $31.9K
41.3K $3.22M
Apr 24, 2023 Q1 2023
Thoroughbred Financial Services, LLC

BUY
 -
428
+ 8.11%
$28.3K - $30.9K
5.7K $444K
May 09, 2023 Q1 2023
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

BUY
 -
426
+ 3.22%
$28.2K - $30.8K
13.6K $1.06M
Feb 02, 2024 Q1 2023
Lji Wealth Management, LLC

Indianapolis, IN
BUY
 -
420
+ 8.53%
$27.8K - $30.3K
5.34K $416K
Apr 28, 2023 Q1 2023
Ramsay, Stattman, Vela & Price, Inc.

BUY
 -
405
+ 0.53%
$26.8K - $29.2K
77.4K $6.03M
Apr 20, 2023 Q1 2023
Main Street Financial Solutions, LLC

BUY
 -
400
+ 1.78%
$26.5K - $28.9K
22.8K $1.78M
May 03, 2023 Q1 2023
Lcnb Corp

Lebanon, OH
BUY
 -
400
+ 3.9%
$26.5K - $28.9K
10.7K $831K
May 10, 2023 Q1 2023
First Ascent Asset Management, LLC

BUY
 -
396
+ 4.71%
$26.2K - $28.6K
8.81K $686K
Apr 19, 2023 Q1 2023
Richwood Investment Advisors, LLC

BUY
 -
392
+ 1.09%
$26K - $28.3K
36.5K $2.85M
May 11, 2023 Q1 2023
Smithfield Trust CO

Pittsburgh, PA
BUY
 -
390
+ 1.88%
$25.8K - $28.2K
21.2K $1.65M
May 09, 2023 Q1 2023
Bigelow Investment Advisors, LLC

BUY
 -
385
+ 9.25%
$25.5K - $27.8K
4.55K $354K
May 15, 2023 Q1 2023
Peapack Gladstone Financial Corp

Bedminster, NJ
BUY
 -
365
+ 0.3%
$24.2K - $26.3K
123K $9.61M
May 11, 2023 Q1 2023
Cahill Financial Advisors Inc

Edina, MN
BUY
 -
356
+ 1.79%
$23.6K - $25.7K
20.2K $1.58M
Nov 07, 2023 Q1 2023
Sutton Wealth Advisors Inc.

Tampa, FL
BUY
 -
355
+ 45.11%
$23.5K - $25.6K
1.14K $89K
Apr 25, 2023 Q1 2023
Madden Advisory Services, Inc.

BUY
 -
351
+ 0.37%
$23.2K - $25.3K
94.4K $7.36M
May 15, 2023 Q1 2023
Grayhawk Investment Strategies Inc.

Calgary, A0
BUY
 -
335
+ 4.08%
$22.2K - $24.2K
8.55K $666K
May 15, 2023 Q1 2023
Ironwood Investment Management LLC

Boston, MA
BUY
 -
328
+ 0.43%
$21.7K - $23.7K
77.1K $6M
Apr 28, 2023 Q1 2023
Soa Wealth Advisors, Llc.

BUY
 -
300
+ 3.58%
$19.9K - $21.7K
8.68K $676K
May 12, 2023 Q1 2023
Hudson Portfolio Management LLC

Garrison, NY
BUY
 -
300
+ 3.85%
$19.9K - $21.7K
8.09K $630K
May 15, 2023 Q1 2023
Betterment LLC

New York, NY
BUY
 -
299
+ 8.24%
$19.8K - $21.6K
3.93K $306K
Jun 25, 2024 Q1 2023
Sensible Money, LLC

Scottsdale, AZ
BUY
 -
299
+ 8.26%
$19.8K - $21.6K
3.92K $305K
Apr 06, 2023 Q1 2023
Woodstock Corp

BUY
 -
288
+ 0.57%
$19.1K - $20.8K
51.3K $3.99M
Apr 06, 2023 Q1 2023
Capstone Triton Financial Group, LLC

Oklahoma City, OK
BUY
 -
274
+ 1.31%
$18.1K - $19.8K
21.1K $1.65M
Apr 19, 2023 Q1 2023
Dentgroup LLC

BUY
 -
268
+ 1.31%
$17.7K - $19.3K
20.7K $1.61M
Apr 10, 2023 Q1 2023
Procyon Advisors, LLC

BUY
 -
266
+ 1.59%
$17.6K - $19.2K
17K $1.33M
Apr 20, 2023 Q1 2023
Foster Victor Wealth Advisors, LLC

BUY
 -
266
+ 6.24%
$17.6K - $19.2K
4.53K $353K
May 08, 2023 Q1 2023
Plante Moran Financial Advisors, LLC

BUY
 -
266
+ 1.74%
$17.6K - $19.2K
15.6K $1.21M
Apr 21, 2023 Q1 2023
Baldwin Brothers LLC

BUY
 -
260
+ 12.35%
$17.2K - $18.8K
2.37K $184K
May 10, 2023 Q1 2023
Clearstead Trust, LLC

Portland, ME
BUY
 -
250
+ 83.89%
$16.6K - $18K
548 $42.7K
Apr 24, 2023 Q1 2023
Montecito Bank & Trust

BUY
 -
246
+ 0.74%
$16.3K - $17.8K
33.6K $2.62M
May 15, 2023 Q1 2023
Nwk Group, Inc.

San Francisco, CA
BUY
 -
242
+ 12.45%
$16K - $17.5K
2.19K $170K
Apr 11, 2023 Q1 2023
Wedmont Private Capital

BUY
 -
237
+ 2.63%
$15.7K - $17.1K
9.26K $721K
Apr 21, 2023 Q1 2023
Sterling Group Wealth Management, LLC

Pasadena, CA
BUY
 -
237
+ 1.3%
$15.7K - $17.1K
18.5K $1.44M
May 08, 2023 Q1 2023
Ropes Wealth Advisors LLC

Boston, MA
BUY
 -
235
+ 0.27%
$15.6K - $17K
87K $6.78M
May 12, 2023 Q1 2023
Eldridge Investment Advisors, Inc.

Manchester, NH
BUY
 -
235
+ 6.58%
$15.6K - $17K
3.8K $296K
Apr 05, 2023 Q1 2023
Wiley Bros. Aintree Capital, LLC

BUY
 -
233
+ 4.48%
$15.4K - $16.8K
5.44K $424K

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