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 13, 2023
Q1 2023
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-3.36K- 5.34% |
$222K - $242K
|
59.5K
$4.64M
|
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-3.39K- 7.0% |
$225K - $245K
|
45K
$3.51M
|
|
|
May 04, 2023
Q1 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-3.48K- 19.99% |
$231K - $251K
|
13.9K
$1.09M
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-3.53K- 15.52% |
$234K - $255K
|
19.2K
$1.5M
|
|
|
May 08, 2023
Q1 2023
|
Truepoint, Inc.
|
SELL
|
- |
-3.6K- 16.15% |
$239K - $260K
|
18.7K
$1.46M
|
|
|
May 15, 2023
Q1 2023
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-3.61K- 3.3% |
$239K - $261K
|
106K
$8.24M
|
|
|
May 12, 2023
Q1 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-3.62K- 2.05% |
$240K - $262K
|
173K
$13.5M
|
|
|
May 01, 2023
Q1 2023
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-3.63K- 3.6% |
$240K - $262K
|
97.1K
$7.57M
|
|
|
Apr 13, 2023
Q1 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-3.63K- 2.69% |
$241K - $262K
|
132K
$10.3M
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-3.64K- 15.82% |
$241K - $262K
|
19.4K
$1.51M
|
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-3.69K- 0.69% |
$244K - $266K
|
528K
$41.1M
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-3.75K- 29.53% |
$248K - $270K
|
8.94K
$696K
|
|
|
May 02, 2023
Q1 2023
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-3.84K- 23.7% |
$254K - $277K
|
12.4K
$963K
|
|
|
Apr 27, 2023
Q1 2023
|
Brewster Financial Planning LLC
|
SELL
|
- |
-3.85K- 1.27% |
$255K - $278K
|
298K
$23.2M
|
|
|
Apr 11, 2023
Q1 2023
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-3.96K- 11.77% |
$262K - $286K
|
29.7K
$2.32M
|
|
|
May 08, 2023
Q1 2023
|
Fiducient Advisors LLC
|
SELL
|
- |
-3.97K- 29.31% |
$263K - $287K
|
9.58K
$746K
|
|
|
May 11, 2023
Q1 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-4.02K- 23.46% |
$266K - $290K
|
13.1K
$1.02M
|
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-4.04K- 71.63% |
$268K - $292K
|
1.6K
$125K
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-4.05K- 8.5% |
$268K - $292K
|
43.6K
$3.39M
|
|
|
May 08, 2023
Q1 2023
|
Bailard, Inc.
|
SELL
|
- |
-4.06K- 0.37% |
$269K - $293K
|
1.08M
$84.1M
|
|
|
Apr 24, 2023
Q1 2023
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-4.11K- 7.67% |
$272K - $296K
|
49.5K
$3.85M
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4.15K- 2.49% |
$275K - $300K
|
162K
$12.6M
|
|
|
Apr 27, 2023
Q1 2023
|
Curated Wealth Partners LLC
|
SELL
|
- |
-4.18K- 25.58% |
$276K - $301K
|
12.1K
$946K
|
|
|
May 10, 2023
Q1 2023
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-4.22K- 20.12% |
$279K - $304K
|
16.7K
$1.3M
|
|
|
Apr 21, 2023
Q1 2023
|
Rnc Capital Management LLC
|
SELL
|
- |
-4.22K- 11.03% |
$279K - $304K
|
34K
$2.65M
|
|
|
Apr 04, 2023
Q1 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-4.24K- 13.5% |
$280K - $306K
|
27.1K
$2.11M
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-4.32K- 13.66% |
$286K - $312K
|
27.3K
$2.13M
|
|
|
Jun 05, 2023
Q1 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-4.39K- 7.74% |
$291K - $317K
|
52.4K
$4.08M
|
|
|
May 11, 2023
Q1 2023
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-4.51K- 1.95% |
$299K - $326K
|
227K
$17.7M
|
|
|
May 11, 2023
Q1 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-4.54K- 87.94% |
$301K - $328K
|
623
$48.5K
|
|
|
May 15, 2023
Q1 2023
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-4.7K- 6.08% |
$311K - $339K
|
72.6K
$5.66M
|
|
|
Apr 21, 2023
Q1 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-4.79K- 3.49% |
$317K - $346K
|
132K
$10.3M
|
|
|
May 09, 2023
Q1 2023
|
Efficient Advisors, LLC
|
SELL
|
- |
-4.85K- 5.76% |
$321K - $350K
|
79.4K
$6.18M
|
|
|
Apr 20, 2023
Q1 2023
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-4.86K- 12.06% |
$322K - $351K
|
35.4K
$2.76M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-4.93K- 8.27% |
$326K - $356K
|
54.7K
$4.26M
|
|
|
May 01, 2023
Q1 2023
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-4.93K- 6.23% |
$326K - $356K
|
74.2K
$5.78M
|
|
|
May 02, 2023
Q1 2023
|
Financial Counselors Inc
|
SELL
|
- |
-5.05K- 3.69% |
$334K - $364K
|
132K
$10.3M
|
|
|
May 11, 2023
Q1 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-5.36K- 0.24% |
$355K - $387K
|
2.21M
$173M
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-5.4K- 1.57% |
$358K - $390K
|
339K
$26.4M
|
|
|
Apr 06, 2023
Q1 2023
|
Patten Group, Inc.
|
SELL
|
- |
-5.52K- 32.97% |
$365K - $398K
|
11.2K
$874K
|
|
|
Apr 19, 2023
Q1 2023
|
Old National Bancorp
|
SELL
|
- |
-5.62K- 6.06% |
$372K - $406K
|
87.2K
$6.79M
|
|
|
May 15, 2023
Q1 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-5.68K- 4.28% |
$376K - $410K
|
127K
$9.88M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-5.72K- 15.93% |
$378K - $413K
|
30.2K
$2.35M
|
|
|
May 04, 2023
Q1 2023
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-5.74K- 8.82% |
$380K - $414K
|
59.3K
$4.62M
|
|
|
Apr 10, 2023
Q1 2023
|
Parkside Advisors LLC
|
SELL
|
- |
-5.77K- 1.78% |
$382K - $416K
|
319K
$24.9M
|
|
|
Sep 12, 2023
Q1 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-5.81KClosed |
$385K - $420K
|
0
$0
|
|
|
Aug 26, 2024
Q1 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-5.92K- 63.19% |
$392K - $427K
|
3.45K
$269K
|
|
|
May 12, 2023
Q1 2023
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-5.92K- 8.78% |
$392K - $427K
|
61.5K
$4.79M
|
|
|
May 09, 2023
Q1 2023
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-6.06K- 21.92% |
$401K - $437K
|
21.6K
$1.68M
|
|
|
May 12, 2023
Q1 2023
|
Southern Wealth Management, LLP
Dallas, TX |
SELL
|
- |
-6.08K- 17.62% |
$402K - $439K
|
28.4K
$2.21M
|