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 12, 2023
Q1 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-2.12K- 12.16% |
$141K - $153K
|
15.3K
$1.26M
|
|
|
Apr 17, 2023
Q1 2023
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-2.19K- 4.77% |
$145K - $158K
|
43.7K
$3.58M
|
|
|
Apr 26, 2023
Q1 2023
|
First National Trust CO
|
SELL
|
- |
-2.2K- 2.19% |
$145K - $158K
|
97.9K
$8.02M
|
|
|
May 12, 2023
Q1 2023
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-2.2K- 14.21% |
$145K - $158K
|
13.3K
$1.09M
|
|
|
May 01, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-2.2K- 33.69% |
$146K - $159K
|
4.33K
$355K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-2.22K- 1.64% |
$147K - $160K
|
133K
$10.9M
|
|
|
Sep 05, 2024
Q1 2023
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-2.3K- 68.65% |
$152K - $166K
|
1.05K
$86K
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-2.31K- 5.97% |
$153K - $167K
|
36.4K
$2.98M
|
|
|
May 12, 2023
Q1 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-2.33K- 0.09% |
$155K - $168K
|
2.67M
$218M
|
|
|
May 15, 2023
Q1 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-2.34K- 9.58% |
$155K - $169K
|
22.1K
$1.81M
|
|
|
May 03, 2023
Q1 2023
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-2.36K- 16.26% |
$156K - $170K
|
12.2K
$996K
|
|
|
May 05, 2023
Q1 2023
|
Gfg Capital, LLC
|
SELL
|
- |
-2.36K- 37.94% |
$156K - $170K
|
3.86K
$316K
|
|
|
Apr 18, 2023
Q1 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-2.39K- 24.23% |
$158K - $173K
|
7.47K
$612K
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-2.39K- 93.08% |
$158K - $173K
|
178
$14.6K
|
|
|
May 15, 2023
Q1 2023
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-2.39K- 5.27% |
$158K - $173K
|
43K
$3.52M
|
|
|
May 11, 2023
Q1 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-2.4K- 5.21% |
$159K - $173K
|
43.6K
$3.57M
|
|
|
May 10, 2023
Q1 2023
|
E Rn Financial, LLC
|
SELL
|
- |
-2.4K- 2.89% |
$159K - $173K
|
80.7K
$6.61M
|
|
|
Apr 17, 2023
Q1 2023
|
Moller Financial Services
|
SELL
|
- |
-2.42K- 3.52% |
$160K - $175K
|
66.4K
$5.44M
|
|
|
May 09, 2023
Q1 2023
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-2.43K- 1.17% |
$161K - $175K
|
204K
$16.7M
|
|
|
Apr 04, 2024
Q1 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-2.44K- 7.55% |
$161K - $176K
|
29.8K
$2.44M
|
|
|
May 04, 2023
Q1 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-2.45K- 2.99% |
$162K - $177K
|
79.5K
$6.52M
|
|
|
May 02, 2023
Q1 2023
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-2.48K- 2.27% |
$164K - $179K
|
107K
$8.75M
|
|
|
May 15, 2023
Q1 2023
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-2.49K- 19.35% |
$165K - $180K
|
10.4K
$850K
|
|
|
May 11, 2023
Q1 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-2.5K- 0.65% |
$165K - $180K
|
379K
$31M
|
|
|
May 09, 2023
Q1 2023
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-2.53K- 1.5% |
$167K - $182K
|
166K
$13.6M
|
|
|
Apr 25, 2023
Q1 2023
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-2.54K- 6.75% |
$168K - $183K
|
35.1K
$2.87M
|
|
|
May 15, 2023
Q1 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-2.55K- 59.07% |
$169K - $184K
|
1.77K
$145K
|
|
|
Apr 27, 2023
Q1 2023
|
Sendero Wealth Management, LLC
San Antonio, TX |
SELL
|
- |
-2.61K- 39.57% |
$173K - $188K
|
3.99K
$327K
|
|
|
May 10, 2023
Q1 2023
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-2.64K- 10.62% |
$175K - $190K
|
22.2K
$1.82M
|
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-2.67K- 37.33% |
$177K - $192K
|
4.48K
$367K
|
|
|
May 12, 2023
Q1 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-2.69K- 35.9% |
$178K - $194K
|
4.8K
$393K
|
|
|
Apr 11, 2023
Q1 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-2.69K- 4.98% |
$178K - $194K
|
51.3K
$4.2M
|
|
|
May 15, 2023
Q1 2023
|
Connors Investor Services Inc
Wyomissing, PA |
SELL
|
- |
-2.7K- 4.06% |
$179K - $195K
|
63.7K
$5.22M
|
|
|
Apr 11, 2023
Q1 2023
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-2.73K- 7.93% |
$181K - $197K
|
31.7K
$2.6M
|
|
|
May 11, 2023
Q1 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-2.79K- 6.5% |
$184K - $201K
|
40K
$3.28M
|
|
|
May 01, 2023
Q1 2023
|
New Square Capital LLC
|
SELL
|
- |
-2.84K- 4.39% |
$188K - $205K
|
61.8K
$5.07M
|
|
|
Apr 21, 2023
Q1 2023
|
Forte Asset Management LLC
|
SELL
|
- |
-2.84K- 8.45% |
$188K - $205K
|
30.8K
$2.52M
|
|
|
Apr 11, 2023
Q1 2023
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-2.85K- 5.97% |
$189K - $206K
|
44.9K
$3.68M
|
|
|
May 15, 2023
Q1 2023
|
Meeder Asset Management Inc
|
SELL
|
- |
-2.85K- 37.12% |
$189K - $206K
|
4.83K
$396K
|
|
|
May 03, 2023
Q1 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-2.87K- 5.86% |
$190K - $207K
|
46.1K
$3.78M
|
|
|
Apr 18, 2023
Q1 2023
|
Wealth Bridge Investment Counsel Inc.
|
SELL
|
- |
-2.89K- 1.87% |
$191K - $209K
|
152K
$12.4M
|
|
|
Jan 29, 2025
Q1 2023
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-2.9K- 11.47% |
$192K - $210K
|
22.4K
$1.84M
|
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.93K- 2.01% |
$194K - $212K
|
143K
$11.7M
|
|
|
May 08, 2023
Q1 2023
|
Brighton Jones LLC
|
SELL
|
- |
-3K- 1.31% |
$199K - $217K
|
227K
$18.6M
|
|
|
Apr 04, 2023
Q1 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-3.04K- 24.63% |
$201K - $219K
|
9.3K
$762K
|
|
|
Apr 25, 2023
Q1 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-3.06K- 4.47% |
$203K - $221K
|
65.4K
$5.36M
|
|
|
May 10, 2023
Q1 2023
|
Occidental Asset Management, LLC
|
SELL
|
- |
-3.12K- 36.91% |
$207K - $225K
|
5.33K
$437K
|
|
|
May 04, 2023
Q1 2023
|
Brio Consultants, LLC
|
SELL
|
- |
-3.17K- 6.25% |
$210K - $229K
|
47.6K
$3.9M
|
|
|
May 15, 2023
Q1 2023
|
Wolf Group Capital Advisors
|
SELL
|
- |
-3.17K- 8.05% |
$210K - $229K
|
36.2K
$2.96M
|
|
|
May 10, 2023
Q1 2023
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-3.18K- 2.96% |
$211K - $229K
|
104K
$8.55M
|