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 20, 2023
Q1 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-9.75K- 57.64% |
$646K - $704K
|
7.17K
$555K
|
|
|
Apr 11, 2023
Q1 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-9.83K- 3.55% |
$651K - $710K
|
267K
$20.7M
|
|
|
Apr 27, 2023
Q1 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-10.4K- 15.08% |
$690K - $753K
|
58.7K
$4.55M
|
|
|
May 12, 2023
Q1 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-10.7K- 38.03% |
$706K - $770K
|
17.4K
$1.35M
|
|
|
May 05, 2023
Q1 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-11.3K- 1.89% |
$750K - $818K
|
589K
$45.7M
|
|
|
May 03, 2023
Q1 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-11.3K- 17.05% |
$750K - $818K
|
55.1K
$4.27M
|
|
|
Apr 25, 2023
Q1 2023
|
American National Bank
|
SELL
|
- |
-11.5K- 67.72% |
$764K - $833K
|
5.5K
$426K
|
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-11.6K- 7.64% |
$766K - $835K
|
140K
$10.8M
|
|
|
Jul 07, 2023
Q1 2023
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
SELL
|
- |
-11.6K- 4.54% |
$770K - $840K
|
244K
$18.9M
|
|
|
Apr 18, 2023
Q1 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-11.7K- 5.3% |
$774K - $844K
|
209K
$16.2M
|
|
|
May 11, 2023
Q1 2023
|
Jordan Park Group LLC
|
SELL
|
- |
-11.8K- 63.38% |
$783K - $853K
|
6.83K
$529K
|
|
|
May 10, 2023
Q1 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-11.9K- 2.1% |
$786K - $857K
|
552K
$42.8M
|
|
|
May 04, 2023
Q1 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-12K- 22.47% |
$795K - $866K
|
41.4K
$3.21M
|
|
|
May 11, 2023
Q1 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-12.1K- 3.96% |
$800K - $872K
|
293K
$22.7M
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-12.3K- 4.47% |
$817K - $891K
|
264K
$20.5M
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-12.4K- 58.61% |
$822K - $897K
|
8.77K
$680K
|
|
|
Apr 28, 2023
Q1 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-12.8K- 1.44% |
$850K - $926K
|
880K
$68.2M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-12.9K- 7.39% |
$852K - $929K
|
161K
$12.5M
|
|
|
Apr 18, 2023
Q1 2023
|
Affiance Financial, LLC
|
SELL
|
- |
-13.1K- 42.96% |
$867K - $945K
|
17.4K
$1.35M
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-13.2K- 11.49% |
$873K - $951K
|
102K
$7.87M
|
|
|
May 09, 2023
Q1 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-13.5K- 2.35% |
$891K - $971K
|
558K
$43.2M
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-13.5K- 8.21% |
$896K - $977K
|
151K
$11.7M
|
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-13.6K- 2.96% |
$902K - $984K
|
446K
$34.6M
|
|
|
May 09, 2023
Q1 2023
|
Gladius Capital Management LP
Chicago, IL |
SELL
|
- |
-14.8K- 3.81% |
$980K - $1.07M
|
374K
$29M
|
|
|
May 10, 2023
Q1 2023
|
Amg National Trust Bank
|
SELL
|
- |
-15K- 1.71% |
$993K - $1.08M
|
862K
$66.8M
|
|
|
May 12, 2023
Q1 2023
|
William Blair Investment Management, LLC
Chicago, IL |
SELL
|
- |
-15.1K- 94.5% |
$1M - $1.09M
|
882
$68.4K
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-15.7K- 15.81% |
$1.04M - $1.13M
|
83.7K
$6.49M
|
|
|
Apr 18, 2023
Q1 2023
|
Members Trust CO
|
SELL
|
- |
-16.9K- 36.18% |
$1.12M - $1.22M
|
29.8K
$2.31M
|
|
|
May 15, 2023
Q1 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-17K- 12.82% |
$1.12M - $1.23M
|
115K
$8.94M
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-17K- 5.3% |
$1.12M - $1.23M
|
304K
$23.5M
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-17.5K- 44.76% |
$1.16M - $1.27M
|
21.6K
$1.68M
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-17.6K- 33.84% |
$1.16M - $1.27M
|
34.4K
$2.67M
|
|
|
May 04, 2023
Q1 2023
|
Verger Capital Management LLC
|
SELL
|
- |
-17.9K- 5.35% |
$1.18M - $1.29M
|
317K
$24.5M
|
|
|
May 09, 2023
Q1 2023
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-18.1K- 13.64% |
$1.2M - $1.31M
|
115K
$8.88M
|
|
|
Apr 26, 2023
Q1 2023
|
Ht Partners LLC
|
SELL
|
- |
-18.3K- 2.9% |
$1.21M - $1.32M
|
613K
$47.5M
|
|
|
May 01, 2023
Q1 2023
|
Wolff Financial Management LLC
|
SELL
|
- |
-18.5K- 44.51% |
$1.23M - $1.34M
|
23.1K
$1.79M
|
|
|
May 05, 2023
Q1 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-18.6K- 3.29% |
$1.23M - $1.35M
|
547K
$42.4M
|
|
|
May 15, 2023
Q1 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-19.7K- 7.43% |
$1.31M - $1.42M
|
246K
$19M
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-20.4K- 6.68% |
$1.35M - $1.47M
|
284K
$22M
|
|
|
May 15, 2023
Q1 2023
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-20.7K- 2.42% |
$1.37M - $1.49M
|
831K
$64.4M
|
|
|
May 01, 2023
Q1 2023
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-20.8K- 21.83% |
$1.38M - $1.5M
|
74.6K
$5.78M
|
|
|
May 15, 2023
Q1 2023
|
Family Management Corp
New York, NY |
SELL
|
- |
-21.1K- 68.68% |
$1.4M - $1.53M
|
9.64K
$747K
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
SELL
|
- |
-21.6K- 8.69% |
$1.43M - $1.56M
|
227K
$17.6M
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-21.8K- 2.3% |
$1.44M - $1.57M
|
926K
$71.8M
|
|
|
May 05, 2023
Q1 2023
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-21.9K- 57.56% |
$1.45M - $1.58M
|
16.1K
$1.25M
|
|
|
May 12, 2023
Q1 2023
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-22.6K- 8.53% |
$1.5M - $1.63M
|
242K
$18.8M
|
|
|
May 02, 2023
Q1 2023
|
New York State Common Retirement Fund
|
SELL
|
- |
-23.1K- 27.77% |
$1.53M - $1.67M
|
60K
$4.65M
|
|
|
Apr 22, 2024
Q1 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-23.3K- 37.36% |
$1.55M - $1.69M
|
39.1K
$3.03M
|
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
SELL
|
- |
-23.6K- 1.19% |
$1.56M - $1.7M
|
1.96M
$152M
|
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-23.7K- 3.81% |
$1.57M - $1.71M
|
600K
$46.5M
|