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 04, 2023
Q1 2023
|
Cx Institutional
|
SELL
|
- |
-1.06K- 2.36% |
$70.3K - $76.6K
|
43.9K
$3.4M
|
|
|
Apr 12, 2023
Q1 2023
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-1.07K- 2.24% |
$70.5K - $76.9K
|
46.5K
$3.61M
|
|
|
Apr 28, 2023
Q1 2023
|
Ifg Advisors, LLC
|
SELL
|
- |
-1.09K- 0.29% |
$72.2K - $78.8K
|
374K
$29M
|
|
|
May 08, 2023
Q1 2023
|
South State Corp
|
SELL
|
- |
-1.1K- 5.52% |
$72.9K - $79.5K
|
18.9K
$1.46M
|
|
|
Apr 13, 2023
Q1 2023
|
Paragon Capital Management LTD
|
SELL
|
- |
-1.11K- 2.39% |
$73.2K - $79.8K
|
45.1K
$3.49M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.12K- 4.29% |
$74.1K - $80.8K
|
25K
$1.94M
|
|
|
May 04, 2023
Q1 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-1.12K- 11.85% |
$74.2K - $80.9K
|
8.34K
$646K
|
|
|
Apr 21, 2023
Q1 2023
|
Acas, LLC
|
SELL
|
- |
-1.13K- 3.84% |
$74.6K - $81.3K
|
28.2K
$2.19M
|
|
|
May 09, 2023
Q1 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-1.14K- 0.62% |
$75.2K - $81.9K
|
181K
$14M
|
|
|
May 15, 2023
Q1 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-1.14K- 1.09% |
$75.7K - $82.5K
|
104K
$8.07M
|
|
|
May 09, 2023
Q1 2023
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-1.16K- 3.71% |
$76.6K - $83.5K
|
30K
$2.33M
|
|
|
Apr 12, 2023
Q1 2023
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-1.16K- 24.05% |
$76.7K - $83.6K
|
3.66K
$283K
|
|
|
May 01, 2023
Q1 2023
|
Tnf LLC
|
SELL
|
- |
-1.16K- 9.02% |
$76.9K - $83.8K
|
11.7K
$907K
|
|
|
May 08, 2023
Q1 2023
|
Culbertson A N & CO Inc
|
SELL
|
- |
-1.17K- 11.92% |
$77.1K - $84.1K
|
8.61K
$667K
|
|
|
May 11, 2023
Q1 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-1.17K- 1.54% |
$77.1K - $84.1K
|
74.3K
$5.76M
|
|
|
Apr 18, 2023
Q1 2023
|
First Hawaiian Bank
|
SELL
|
- |
-1.19K- 0.42% |
$78.7K - $85.8K
|
284K
$22M
|
|
|
Apr 19, 2023
Q1 2023
|
Simpli Fi, Inc.
|
SELL
|
- |
-1.21K- 8.71% |
$79.9K - $87.1K
|
12.7K
$980K
|
|
|
May 09, 2023
Q1 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-1.21K- 10.84% |
$80.4K - $87.6K
|
9.99K
$774K
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
SELL
|
- |
-1.22K- 15.23% |
$81.1K - $88.4K
|
6.81K
$528K
|
|
|
Apr 18, 2023
Q1 2023
|
Tap Consulting, LLC
|
SELL
|
- |
-1.24K- 2.42% |
$82.2K - $89.7K
|
50.2K
$3.89M
|
|
|
May 12, 2023
Q1 2023
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-1.25K- 22.91% |
$82.6K - $90.1K
|
4.2K
$326K
|
|
|
May 02, 2023
Q1 2023
|
Maple Capital Management, Inc.
|
SELL
|
- |
-1.25K- 4.84% |
$82.8K - $90.2K
|
24.6K
$1.9M
|
|
|
May 12, 2023
Q1 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-1.29K- 14.75% |
$85.2K - $92.8K
|
7.43K
$576K
|
|
|
Apr 19, 2023
Q1 2023
|
Santori & Peters, Inc.
|
SELL
|
- |
-1.29K- 2.42% |
$85.4K - $93.1K
|
52K
$4.03M
|
|
|
Apr 28, 2023
Q1 2023
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-1.29K- 4.15% |
$85.6K - $93.3K
|
29.9K
$2.32M
|
|
|
Apr 21, 2023
Q1 2023
|
Congress Asset Management CO
|
SELL
|
- |
-1.3K- 4.48% |
$85.8K - $93.5K
|
27.6K
$2.14M
|
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.31K- 5.6% |
$86.7K - $94.6K
|
22.1K
$1.71M
|
|
|
Apr 17, 2023
Q1 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.31K- 9.69% |
$87K - $94.9K
|
12.2K
$949K
|
|
|
Jun 27, 2023
Q1 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-1.32K- 0.89% |
$87.3K - $95.1K
|
147K
$11.4M
|
|
|
Apr 27, 2023
Q1 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-1.32K- 17.9% |
$87.6K - $95.5K
|
6.07K
$470K
|
|
|
May 04, 2023
Q1 2023
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-1.32K- 19.22% |
$87.6K - $95.5K
|
5.56K
$431K
|
|
|
May 04, 2023
Q1 2023
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-1.33K- 1.15% |
$87.8K - $95.7K
|
114K
$8.82M
|
|
|
Apr 25, 2023
Q1 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-1.35K- 1.77% |
$89.1K - $97.2K
|
74.9K
$5.8M
|
|
|
Apr 18, 2023
Q1 2023
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-1.36K- 18.79% |
$90.1K - $98.2K
|
5.88K
$455K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.37K- 54.6% |
$90.8K - $99K
|
1.14K
$88.4K
|
|
|
Apr 17, 2023
Q1 2023
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-1.38K- 18.17% |
$91.6K - $99.9K
|
6.23K
$483K
|
|
|
May 10, 2023
Q1 2023
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-1.39K- 7.35% |
$92.2K - $100K
|
17.6K
$1.36M
|
|
|
May 15, 2023
Q1 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-1.4K- 2.38% |
$92.4K - $101K
|
57.3K
$4.44M
|
|
|
Apr 24, 2023
Q1 2023
|
Tru Independence LLC
|
SELL
|
- |
-1.4K- 11.9% |
$92.8K - $101K
|
10.4K
$804K
|
|
|
Apr 05, 2023
Q1 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-1.41K- 1.69% |
$93.6K - $102K
|
82K
$6.35M
|
|
|
May 01, 2023
Q1 2023
|
Heritage Investors Management Corp
|
SELL
|
- |
-1.41K- 1.05% |
$93.6K - $102K
|
133K
$10.3M
|
|
|
May 08, 2023
Q1 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-1.42K- 1.46% |
$94K - $102K
|
95.5K
$7.4M
|
|
|
Apr 14, 2023
Q1 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-1.45K- 5.14% |
$95.8K - $104K
|
26.7K
$2.07M
|
|
|
May 02, 2023
Q1 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-1.45K- 29.01% |
$96.1K - $105K
|
3.55K
$275K
|
|
|
May 05, 2023
Q1 2023
|
Mechanics Financial Corp
|
SELL
|
- |
-1.45K- 0.75% |
$96.2K - $105K
|
192K
$14.9M
|
|
|
May 03, 2023
Q1 2023
|
St. Louis Trust CO
|
SELL
|
- |
-1.47K- 1.69% |
$97.5K - $106K
|
85.5K
$6.63M
|
|
|
May 02, 2023
Q1 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-1.51K- 6.68% |
$100K - $109K
|
21.1K
$1.63M
|
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.53K- 1.43% |
$101K - $111K
|
106K
$8.18M
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.54K- 3.23% |
$102K - $111K
|
46.1K
$3.57M
|
|
|
May 02, 2023
Q1 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-1.55K- 0.33% |
$103K - $112K
|
471K
$36.5M
|