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
|
Curbstone Financial Management Corp
|
SELL
|
- |
-1.55K- 3.98% |
$103K - $112K
|
37.4K
$2.9M
|
|
|
May 04, 2023
Q1 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-1.59K- 3.94% |
$105K - $115K
|
38.8K
$3M
|
|
|
May 05, 2023
Q1 2023
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-1.59K- 8.3% |
$105K - $115K
|
17.6K
$1.36M
|
|
|
May 04, 2023
Q1 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-1.59K- 19.14% |
$105K - $115K
|
6.72K
$521K
|
|
|
Apr 17, 2023
Q1 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-1.6K- 0.97% |
$106K - $115K
|
163K
$12.6M
|
|
|
Apr 27, 2023
Q1 2023
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-1.61K- 4.49% |
$107K - $116K
|
34.3K
$2.66M
|
|
|
May 11, 2023
Q1 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.63K- 1.93% |
$108K - $118K
|
83K
$6.43M
|
|
|
Apr 21, 2023
Q1 2023
|
Leverty Financial Group, LLC
|
SELL
|
- |
-1.65K- 3.1% |
$109K - $119K
|
51.5K
$3.99M
|
|
|
May 12, 2023
Q1 2023
|
Orin Green Financial, LLC
|
SELL
|
- |
-1.67K- 1.46% |
$110K - $120K
|
113K
$8.73M
|
|
|
Apr 26, 2023
Q1 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.68K- 1.6% |
$111K - $121K
|
103K
$7.98M
|
|
|
May 15, 2023
Q1 2023
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-1.68K- 1.49% |
$111K - $121K
|
111K
$8.62M
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.7K- 13.69% |
$112K - $122K
|
10.7K
$828K
|
|
|
Apr 21, 2023
Q1 2023
|
Defined Wealth Management, LLC
|
SELL
|
- |
-1.71K- 4.46% |
$113K - $123K
|
36.5K
$2.83M
|
|
|
May 08, 2023
Q1 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-1.71K- 14.59% |
$113K - $123K
|
9.98K
$774K
|
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
SELL
|
- |
-1.71K- 2.74% |
$113K - $123K
|
60.6K
$4.7M
|
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-1.72K- 42.76% |
$114K - $124K
|
2.3K
$178K
|
|
|
May 08, 2023
Q1 2023
|
Tfc Financial Management
|
SELL
|
- |
-1.73K- 20.45% |
$114K - $125K
|
6.72K
$521K
|
|
|
May 12, 2023
Q1 2023
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-1.74K- 20.75% |
$115K - $125K
|
6.63K
$514K
|
|
|
May 11, 2023
Q1 2023
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-1.77K- 30.16% |
$117K - $128K
|
4.1K
$318K
|
|
|
May 09, 2023
Q1 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-1.8K- 3.78% |
$119K - $130K
|
45.7K
$3.54M
|
|
|
Apr 27, 2023
Q1 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-1.8K- 6.91% |
$119K - $130K
|
24.3K
$1.88M
|
|
|
May 12, 2023
Q1 2023
|
Biltmore Family Office, LLC
|
SELL
|
- |
-1.82K- 6.42% |
$120K - $131K
|
26.5K
$2.05M
|
|
|
Apr 28, 2023
Q1 2023
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-1.82K- 23.26% |
$120K - $131K
|
5.99K
$464K
|
|
|
Apr 28, 2023
Q1 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-1.83K- 3.08% |
$121K - $132K
|
57.6K
$4.46M
|
|
|
May 15, 2023
Q1 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.83K- 1.29% |
$121K - $132K
|
140K
$10.8M
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-1.86K- 54.22% |
$123K - $134K
|
1.57K
$121K
|
|
|
May 05, 2023
Q1 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-1.87K- 6.09% |
$124K - $135K
|
28.8K
$2.23M
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1.87K- 7.71% |
$124K - $135K
|
22.4K
$1.74M
|
|
|
May 02, 2023
Q1 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-1.87K- 2.82% |
$124K - $135K
|
64.5K
$5M
|
|
|
May 09, 2023
Q1 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-1.89K- 10.16% |
$125K - $136K
|
16.7K
$1.29M
|
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.9K- 19.05% |
$126K - $137K
|
8.07K
$626K
|
|
|
May 15, 2023
Q1 2023
|
Xml Financial, LLC
|
SELL
|
- |
-1.91K- 4.17% |
$126K - $138K
|
43.8K
$3.4M
|
|
|
Apr 07, 2023
Q1 2023
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-1.91K- 6.8% |
$127K - $138K
|
26.2K
$2.03M
|
|
|
May 10, 2023
Q1 2023
|
Caerus Investment Advisors, LLC
|
SELL
|
- |
-1.91K- 2.29% |
$127K - $138K
|
81.5K
$6.32M
|
|
|
Apr 14, 2023
Q1 2023
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-1.93K- 1.2% |
$128K - $139K
|
158K
$12.2M
|
|
|
Apr 28, 2023
Q1 2023
|
Bray Capital Advisors
|
SELL
|
- |
-1.95K- 2.77% |
$129K - $140K
|
68.2K
$5.29M
|
|
|
Apr 17, 2023
Q1 2023
|
City Holding CO
|
SELL
|
- |
-1.96K- 3.06% |
$130K - $141K
|
61.9K
$4.8M
|
|
|
May 11, 2023
Q1 2023
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-1.96K- 0.92% |
$130K - $141K
|
210K
$16.3M
|
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.96K- 21.73% |
$130K - $142K
|
7.06K
$547K
|
|
|
May 10, 2023
Q1 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-1.98K- 2.82% |
$131K - $143K
|
68.1K
$5.28M
|
|
|
May 11, 2023
Q1 2023
|
Cohen Lawrence B
Boston, MA |
SELL
|
- |
-1.98K- 5.31% |
$131K - $143K
|
35.3K
$2.73M
|
|
|
May 15, 2023
Q1 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-1.98K- 0.63% |
$131K - $143K
|
311K
$24.1M
|
|
|
May 15, 2023
Q1 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-1.99K- 0.42% |
$132K - $144K
|
476K
$36.9M
|
|
|
Apr 14, 2023
Q1 2023
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-2.01K- 0.83% |
$133K - $145K
|
240K
$18.6M
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-2.06K- 14.85% |
$137K - $149K
|
11.8K
$917K
|
|
|
Apr 07, 2023
Q1 2023
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-2.08K- 7.26% |
$138K - $150K
|
26.6K
$2.06M
|
|
|
Apr 12, 2023
Q1 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-2.12K- 12.16% |
$141K - $153K
|
15.3K
$1.19M
|
|
|
Apr 17, 2023
Q1 2023
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-2.19K- 4.77% |
$145K - $158K
|
43.7K
$3.38M
|
|
|
Apr 26, 2023
Q1 2023
|
First National Trust CO
|
SELL
|
- |
-2.2K- 2.19% |
$145K - $158K
|
97.9K
$7.59M
|
|
|
May 12, 2023
Q1 2023
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-2.2K- 14.21% |
$145K - $158K
|
13.3K
$1.03M
|