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 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1- 0.03% |
$66.2 - $72.2
|
3.46K
$269K
|
|
|
May 04, 2023
Q1 2023
|
Ma Private Wealth
|
SELL
|
- |
-3- 0.05% |
$199 - $217
|
6.02K
$469K
|
|
|
May 05, 2023
Q1 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-3- 0.09% |
$199 - $217
|
3.19K
$249K
|
|
|
May 11, 2023
Q1 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-3- 12.0% |
$199 - $217
|
22
$1.71K
|
|
|
May 12, 2023
Q1 2023
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-5- 0.06% |
$331 - $361
|
8.88K
$692K
|
|
|
Apr 11, 2023
Q1 2023
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-7- 0.06% |
$464 - $505
|
11.2K
$870K
|
|
|
Apr 20, 2023
Q1 2023
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-7- 0.2% |
$464 - $505
|
3.53K
$275K
|
|
|
May 10, 2023
Q1 2023
|
Athena Investment Management
|
SELL
|
- |
-7- 0.03% |
$464 - $505
|
20.9K
$1.63M
|
|
|
May 11, 2023
Q1 2023
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-7- 0.18% |
$464 - $505
|
3.98K
$310K
|
|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-9- 0.41% |
$596 - $650
|
2.2K
$171K
|
|
|
May 03, 2023
Q1 2023
|
Compass Financial Advisors LLC
|
SELL
|
- |
-10- 0.09% |
$662 - $722
|
11.2K
$871K
|
|
|
May 09, 2023
Q1 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-12- 0.22% |
$795 - $866
|
5.51K
$429K
|
|
|
Apr 26, 2023
Q1 2023
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-13- 0.16% |
$861 - $938
|
8.37K
$652K
|
|
|
Apr 13, 2023
Q1 2023
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-14- 0.09% |
$927 - $1.01K
|
15.4K
$1.2M
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
SELL
|
- |
-15- 0.81% |
$993 - $1.08K
|
1.83K
$142K
|
|
|
Apr 17, 2023
Q1 2023
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-15- 0.04% |
$993 - $1.08K
|
35.2K
$2.75M
|
|
|
May 03, 2023
Q1 2023
|
Arrow Financial Corp
|
SELL
|
- |
-16- 22.86% |
$1.06K - $1.16K
|
54
$4.21K
|
|
|
Apr 24, 2023
Q1 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-17- 0.18% |
$1.13K - $1.23K
|
9.55K
$744K
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-18- 66.67% |
$1.19K - $1.3K
|
9
$701
|
|
|
Apr 19, 2023
Q1 2023
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-19- 0.61% |
$1.26K - $1.37K
|
3.08K
$240K
|
|
|
Apr 11, 2023
Q1 2023
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-20- 0.29% |
$1.32K - $1.44K
|
6.95K
$541K
|
|
|
May 15, 2023
Q1 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-20- 1.4% |
$1.32K - $1.44K
|
1.41K
$110K
|
|
|
Apr 10, 2023
Q1 2023
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-21- 0.41% |
$1.39K - $1.52K
|
5.13K
$400K
|
|
|
May 08, 2023
Q1 2023
|
Reston Wealth Management LLC
|
SELL
|
- |
-21- 0.19% |
$1.39K - $1.52K
|
10.8K
$838K
|
|
|
Oct 19, 2023
Q1 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-22- 0.06% |
$1.46K - $1.59K
|
38.9K
$3.03M
|
|
|
Jan 16, 2024
Q1 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-22- 0.06% |
$1.46K - $1.59K
|
38.9K
$3.03M
|
|
|
Apr 17, 2023
Q1 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-24- 0.5% |
$1.59K - $1.73K
|
4.81K
$375K
|
|
|
May 01, 2023
Q1 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-25- 0.43% |
$1.66K - $1.8K
|
5.78K
$451K
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
SELL
|
- |
-26- 5.51% |
$1.72K - $1.88K
|
446
$34.7K
|
|
|
May 11, 2023
Q1 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-29- 0.85% |
$1.92K - $2.09K
|
3.38K
$263K
|
|
|
Apr 06, 2023
Q1 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-30- 0.4% |
$1.99K - $2.17K
|
7.39K
$576K
|
|
|
Apr 18, 2023
Q1 2023
|
Flower City Capital
|
SELL
|
- |
-30- 0.04% |
$1.99K - $2.17K
|
67.2K
$5.23M
|
|
|
May 12, 2023
Q1 2023
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-30- 0.49% |
$1.99K - $2.17K
|
6.11K
$476K
|
|
|
May 15, 2023
Q1 2023
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-30- 0.17% |
$1.99K - $2.17K
|
17.4K
$1.35M
|
|
|
Apr 20, 2023
Q1 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-32- 0.78% |
$2.12K - $2.31K
|
4.09K
$319K
|
|
|
Apr 21, 2023
Q1 2023
|
Tsfg, LLC
|
SELL
|
- |
-33- 0.98% |
$2.19K - $2.38K
|
3.32K
$259K
|
|
|
May 12, 2023
Q1 2023
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-35- 0.76% |
$2.32K - $2.53K
|
4.6K
$358K
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-36- 4.71% |
$2.38K - $2.6K
|
729
$56.8K
|
|
|
May 12, 2023
Q1 2023
|
Wms Partners, LLC
|
SELL
|
- |
-36- 0.56% |
$2.38K - $2.6K
|
6.37K
$496K
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-39- 65.0% |
$2.58K - $2.82K
|
21
$1.64K
|
|
|
May 10, 2023
Q1 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-40- 1.54% |
$2.65K - $2.89K
|
2.56K
$200K
|
|
|
May 09, 2023
Q1 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-41- 0.99% |
$2.72K - $2.96K
|
4.1K
$319K
|
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-42- 0.34% |
$2.78K - $3.03K
|
12.2K
$953K
|
|
|
Apr 25, 2023
Q1 2023
|
Busey Wealth Management
|
SELL
|
- |
-42- 0.13% |
$2.78K - $3.03K
|
33.1K
$2.58M
|
|
|
May 11, 2023
Q1 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-43- 0.56% |
$2.85K - $3.1K
|
7.65K
$596K
|
|
|
May 05, 2023
Q1 2023
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-44- 1.44% |
$2.91K - $3.18K
|
3.01K
$235K
|
|
|
Apr 24, 2023
Q1 2023
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-46- 0.17% |
$3.05K - $3.32K
|
27.4K
$2.14M
|
|
|
May 01, 2023
Q1 2023
|
United Bank
Vienna, VA |
SELL
|
- |
-46- 0.27% |
$3.05K - $3.32K
|
17.1K
$1.34M
|
|
|
Apr 11, 2023
Q1 2023
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-50- 0.65% |
$3.31K - $3.61K
|
7.67K
$597K
|
|
|
Apr 28, 2023
Q1 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-50- 1.47% |
$3.31K - $3.61K
|
3.34K
$260K
|