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 |
|---|---|---|---|---|---|---|---|
|
Apr 26, 2023
Q1 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
71+ 2.29% |
$4.7K - $5.13K
|
3.17K
$246K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
70+ 0.52% |
$4.64K - $5.05K
|
13.6K
$1.05M
|
|
|
Apr 10, 2023
Q1 2023
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
66+ 1.03% |
$4.37K - $4.76K
|
6.47K
$502K
|
|
|
May 12, 2023
Q1 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
66+ 1.89% |
$4.37K - $4.76K
|
3.55K
$275K
|
|
|
Aug 13, 2024
Q1 2023
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
65+ 1.35% |
$4.3K - $4.69K
|
4.88K
$378K
|
|
|
May 04, 2023
Q1 2023
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
63+ 0.3% |
$4.17K - $4.55K
|
21K
$1.63M
|
|
|
Apr 24, 2023
Q1 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
62New |
$4.11K - $4.48K
|
62
$4.81K
|
|
|
Apr 06, 2023
Q1 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
61+ 1.45% |
$4.04K - $4.4K
|
4.28K
$332K
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
61New |
$4.04K - $4.4K
|
61
$4.73K
|
|
|
Apr 28, 2023
Q1 2023
|
Adirondack Trust CO
|
BUY
|
- |
59+ 0.55% |
$3.91K - $4.26K
|
10.7K
$831K
|
|
|
May 01, 2023
Q1 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
57+ 0.24% |
$3.77K - $4.11K
|
24.1K
$1.87M
|
|
|
May 04, 2023
Q1 2023
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
55+ 1.08% |
$3.64K - $3.97K
|
5.16K
$400K
|
|
|
Apr 12, 2023
Q1 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
50+ 6.49% |
$3.31K - $3.61K
|
820
$63.6K
|
|
|
May 02, 2023
Q1 2023
|
Sky Oak Wealth, LLC
|
BUY
|
- |
46+ 1.4% |
$3.05K - $3.32K
|
3.34K
$259K
|
|
|
Apr 26, 2023
Q1 2023
|
Rede Wealth, LLC
|
BUY
|
- |
45+ 0.7% |
$2.98K - $3.25K
|
6.45K
$500K
|
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
45+ 0.1% |
$2.98K - $3.25K
|
43.8K
$3.39M
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
44+ 11.14% |
$2.91K - $3.18K
|
439
$34K
|
|
|
May 08, 2023
Q1 2023
|
Ti Trust, Inc
|
BUY
|
- |
43+ 0.59% |
$2.85K - $3.1K
|
7.37K
$571K
|
|
|
May 12, 2023
Q1 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
43+ 0.44% |
$2.85K - $3.1K
|
9.76K
$756K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
43+ 1.36% |
$2.85K - $3.1K
|
3.2K
$248K
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
41+ 0.34% |
$2.72K - $2.96K
|
12K
$927K
|
|
|
Apr 10, 2023
Q1 2023
|
Austin Asset Management CO Inc
|
BUY
|
- |
39+ 1.01% |
$2.58K - $2.82K
|
3.88K
$301K
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
39+ 37.5% |
$2.58K - $2.82K
|
143
$11.1K
|
|
|
Apr 24, 2023
Q1 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
37+ 0.32% |
$2.45K - $2.67K
|
11.5K
$890K
|
|
|
May 05, 2023
Q1 2023
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
34+ 0.63% |
$2.25K - $2.45K
|
5.46K
$423K
|
|
|
May 11, 2023
Q1 2023
|
Blue Barn Wealth, LLC
|
BUY
|
- |
30+ 0.5% |
$1.99K - $2.17K
|
6.07K
$471K
|
|
|
May 15, 2023
Q1 2023
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
29+ 0.32% |
$1.92K - $2.09K
|
9.01K
$698K
|
|
|
May 15, 2023
Q1 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
29+ 0.16% |
$1.92K - $2.09K
|
18.7K
$1.45M
|
|
|
May 02, 2023
Q1 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
28+ 0.21% |
$1.85K - $2.02K
|
13.4K
$1.04M
|
|
|
Apr 25, 2023
Q1 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
27+ 0.47% |
$1.79K - $1.95K
|
5.83K
$452K
|
|
|
May 15, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
25+ 41.67% |
$1.66K - $1.8K
|
85
$6.59K
|
|
|
May 02, 2023
Q1 2023
|
Graypoint LLC
|
BUY
|
- |
23+ 0.12% |
$1.52K - $1.66K
|
19.1K
$1.48M
|
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
BUY
|
- |
20+ 33.33% |
$1.32K - $1.44K
|
80
$6.2K
|
|
|
May 09, 2023
Q1 2023
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
19+ 0.31% |
$1.26K - $1.37K
|
6.24K
$484K
|
|
|
Apr 18, 2023
Q1 2023
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
17+ 0.33% |
$1.13K - $1.23K
|
5.17K
$400K
|
|
|
Nov 27, 2023
Q1 2023
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
15New |
$993 - $1.08K
|
15
$1.16K
|
|
|
Apr 13, 2023
Q1 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
14+ 0.21% |
$927 - $1.01K
|
6.67K
$517K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
14+ 0.45% |
$927 - $1.01K
|
3.12K
$242K
|
|
|
Apr 18, 2023
Q1 2023
|
Sage Financial Group Inc
|
BUY
|
- |
12+ 0.2% |
$795 - $866
|
5.99K
$464K
|
|
|
Apr 25, 2023
Q1 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
10+ 0.03% |
$662 - $722
|
36.1K
$2.8M
|
|
|
May 11, 2023
Q1 2023
|
Highland Capital Management, LLC
|
BUY
|
- |
10+ 0.07% |
$662 - $722
|
13.9K
$1.07M
|
|
|
May 15, 2023
Q1 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
8New |
$530 - $578
|
8
$620
|
|
|
Apr 20, 2023
Q1 2023
|
Avestar Capital, LLC
|
BUY
|
- |
6+ 0.0% |
$397 - $433
|
251K
$19.4M
|
|
|
Apr 26, 2023
Q1 2023
|
Cubic Asset Management, LLC
|
BUY
|
- |
6+ 0.02% |
$397 - $433
|
25.1K
$1.95M
|
|
|
Apr 25, 2023
Q1 2023
|
Ledyard National Bank
|
BUY
|
- |
3+ 0.01% |
$199 - $217
|
20.6K
$1.59M
|
|
|
May 03, 2023
Q1 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
3+ 0.09% |
$199 - $217
|
3.28K
$254K
|
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
2+ 0.04% |
$132 - $144
|
4.54K
$352K
|
|
|
Apr 03, 2023
Q1 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
1New |
$66.2 - $72.2
|
1
$77.5
|
|
|
May 04, 2023
Q1 2023
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
1+ 0.09% |
$66.2 - $72.2
|
1.07K
$82.6K
|
|
|
May 09, 2023
Q1 2023
|
Integrity Financial Corp
|
SELL
|
- |
-1- 0.55% |
$66.2 - $72.2
|
180
$14K
|