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 12, 2023
Q1 2023
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-50- 0.8% |
$3.31K - $3.61K
|
6.24K
$483K
|
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-52- 0.14% |
$3.44K - $3.75K
|
36.3K
$2.81M
|
|
|
Apr 28, 2023
Q1 2023
|
Brickley Wealth Management
|
SELL
|
- |
-52- 0.04% |
$3.44K - $3.75K
|
143K
$11.1M
|
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-54- 0.05% |
$3.58K - $3.9K
|
114K
$8.81M
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-55- 0.6% |
$3.64K - $3.97K
|
9.15K
$709K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-55- 0.69% |
$3.64K - $3.97K
|
7.96K
$617K
|
|
|
Apr 27, 2023
Q1 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-57- 26.89% |
$3.77K - $4.11K
|
155
$12K
|
|
|
Apr 24, 2023
Q1 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-58- 0.74% |
$3.84K - $4.19K
|
7.82K
$606K
|
|
|
May 09, 2023
Q1 2023
|
Addison Advisors LLC
|
SELL
|
- |
-58- 31.35% |
$3.84K - $4.19K
|
127
$9.84K
|
|
|
May 10, 2023
Q1 2023
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-58- 1.21% |
$3.84K - $4.19K
|
4.74K
$368K
|
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
SELL
|
- |
-59- 0.86% |
$3.91K - $4.26K
|
6.78K
$526K
|
|
|
Apr 06, 2023
Q1 2023
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-60- 1.23% |
$3.97K - $4.33K
|
4.81K
$372K
|
|
|
May 10, 2023
Q1 2023
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-60- 1.92% |
$3.97K - $4.33K
|
3.06K
$237K
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-60- 0.44% |
$3.97K - $4.33K
|
13.5K
$1.04M
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-63- 7.34% |
$4.17K - $4.55K
|
795
$61.6K
|
|
|
Apr 26, 2023
Q1 2023
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-63- 2.41% |
$4.17K - $4.55K
|
2.55K
$198K
|
|
|
May 09, 2023
Q1 2023
|
Motco
|
SELL
|
- |
-65- 0.26% |
$4.3K - $4.69K
|
25.3K
$1.96M
|
|
|
May 31, 2023
Q1 2023
|
Coastline Trust CO
|
SELL
|
- |
-65- 0.16% |
$4.3K - $4.69K
|
40.2K
$3.11M
|
|
|
May 10, 2023
Q1 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-66- 0.19% |
$4.37K - $4.76K
|
34.6K
$2.68M
|
|
|
May 02, 2023
Q1 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-67- 1.17% |
$4.44K - $4.84K
|
5.67K
$440K
|
|
|
May 10, 2023
Q1 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-67- 0.89% |
$4.44K - $4.84K
|
7.47K
$579K
|
|
|
May 03, 2023
Q1 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-69- 0.1% |
$4.57K - $4.98K
|
72.2K
$5.6M
|
|
|
Apr 03, 2023
Q1 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-70- 11.84% |
$4.64K - $5.05K
|
521
$40.4K
|
|
|
May 12, 2023
Q1 2023
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-70- 0.87% |
$4.64K - $5.05K
|
7.98K
$618K
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-70- 0.12% |
$4.64K - $5.05K
|
56K
$4.34M
|
|
|
Apr 20, 2023
Q1 2023
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-71- 0.06% |
$4.7K - $5.13K
|
124K
$9.65M
|
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-72- 0.12% |
$4.77K - $5.2K
|
58.6K
$4.54M
|
|
|
Apr 28, 2023
Q1 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-73- 1.48% |
$4.83K - $5.27K
|
4.84K
$375K
|
|
|
Apr 11, 2023
Q1 2023
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-74- 0.72% |
$4.9K - $5.34K
|
10.2K
$791K
|
|
|
May 02, 2023
Q1 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-74- 0.72% |
$4.9K - $5.34K
|
10.3K
$796K
|
|
|
May 09, 2023
Q1 2023
|
Colony Family Offices, LLC
|
SELL
|
- |
-74- 5.02% |
$4.9K - $5.34K
|
1.4K
$109K
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-75- 1.72% |
$4.97K - $5.41K
|
4.27K
$331K
|
|
|
Apr 10, 2023
Q1 2023
|
Appleton Partners Inc
|
SELL
|
- |
-76- 0.27% |
$5.03K - $5.49K
|
27.6K
$2.14M
|
|
|
May 12, 2023
Q1 2023
|
River Glades Family Offices LLC
Naples, FL |
SELL
|
- |
-76- 0.3% |
$5.03K - $5.49K
|
25K
$1.94M
|
|
|
Apr 18, 2023
Q1 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-77- 2.24% |
$5.1K - $5.56K
|
3.36K
$260K
|
|
|
May 09, 2023
Q1 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-77- 0.79% |
$5.1K - $5.56K
|
9.64K
$747K
|
|
|
Apr 17, 2023
Q1 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-80- 1.1% |
$5.3K - $5.78K
|
7.19K
$557K
|
|
|
May 15, 2024
Q1 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-80- 1.48% |
$5.3K - $5.78K
|
5.33K
$413K
|
|
|
Apr 10, 2023
Q1 2023
|
Thomasville National Bank
|
SELL
|
- |
-82- 0.43% |
$5.43K - $5.92K
|
19.2K
$1.48M
|
|
|
Apr 25, 2023
Q1 2023
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-82- 0.19% |
$5.43K - $5.92K
|
42.2K
$3.27M
|
|
|
Apr 27, 2023
Q1 2023
|
Gfs Advisors, LLC
|
SELL
|
- |
-83- 0.67% |
$5.5K - $5.99K
|
12.3K
$955K
|
|
|
May 08, 2023
Q1 2023
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-89- 0.44% |
$5.89K - $6.42K
|
20.1K
$1.56M
|
|
|
Apr 12, 2024
Q1 2023
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-89- 0.3% |
$5.89K - $6.42K
|
30K
$2.32M
|
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-90- 2.87% |
$5.96K - $6.5K
|
3.05K
$236K
|
|
|
May 03, 2023
Q1 2023
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-90- 0.24% |
$5.96K - $6.5K
|
37.5K
$2.91M
|
|
|
May 09, 2023
Q1 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-97- 1.52% |
$6.42K - $7K
|
6.29K
$487K
|
|
|
May 12, 2023
Q1 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-98- 0.16% |
$6.49K - $7.07K
|
60.5K
$4.69M
|
|
|
Apr 11, 2023
Q1 2023
|
Berkshire Bank
|
SELL
|
- |
-100- 0.82% |
$6.62K - $7.22K
|
12.1K
$940K
|
|
|
May 02, 2023
Q1 2023
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-100- 1.45% |
$6.62K - $7.22K
|
6.79K
$526K
|
|
|
May 09, 2023
Q1 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-101- 1.54% |
$6.69K - $7.29K
|
6.46K
$501K
|