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 25, 2023
Q1 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-23.9K- 32.03% |
$1.58M - $1.72M
|
50.6K
$3.94M
|
|
|
May 10, 2023
Q1 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-23.9K- 98.48% |
$1.58M - $1.72M
|
368
$28.7K
|
|
|
Apr 28, 2023
Q1 2023
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-24.6K- 38.04% |
$1.63M - $1.77M
|
40K
$3.12M
|
|
|
May 15, 2023
Q1 2023
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-25.6K- 4.96% |
$1.69M - $1.85M
|
490K
$38.2M
|
|
|
May 11, 2023
Q1 2023
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-25.7K- 63.53% |
$1.7M - $1.85M
|
14.8K
$1.15M
|
|
|
Jun 20, 2024
Q1 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-26K- 8.26% |
$1.72M - $1.88M
|
289K
$22.5M
|
|
|
May 08, 2023
Q1 2023
|
Sageworth Trust CO
|
SELL
|
- |
-26.6K- 70.95% |
$1.76M - $1.92M
|
10.9K
$848K
|
|
|
May 08, 2023
Q1 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-26.6K- 30.1% |
$1.76M - $1.92M
|
61.8K
$4.81M
|
|
|
May 12, 2023
Q1 2023
|
Regions Financial Corp
|
SELL
|
- |
-26.7K- 1.15% |
$1.77M - $1.93M
|
2.29M
$178M
|
|
|
May 11, 2023
Q1 2023
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-27.6K- 89.62% |
$1.82M - $1.99M
|
3.19K
$249K
|
|
|
May 11, 2023
Q1 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-27.8K- 1.94% |
$1.84M - $2.01M
|
1.4M
$109M
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-28.9K- 16.52% |
$1.91M - $2.08M
|
146K
$11.4M
|
|
|
Apr 17, 2023
Q1 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-29K- 16.51% |
$1.92M - $2.09M
|
146K
$11.4M
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-29.1K- 26.26% |
$1.93M - $2.1M
|
81.8K
$6.37M
|
|
|
May 08, 2023
Q1 2023
|
Swan Global Investments, LLC
Durango, CO |
SELL
|
- |
-29.2K- 6.17% |
$1.93M - $2.11M
|
444K
$34.6M
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-29.4K- 91.54% |
$1.95M - $2.12M
|
2.72K
$212K
|
|
|
May 09, 2023
Q1 2023
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-30.6K- 19.73% |
$2.03M - $2.21M
|
125K
$9.7M
|
|
|
Apr 03, 2023
Q1 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-31.7K- 20.16% |
$2.1M - $2.29M
|
126K
$9.79M
|
|
|
Apr 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-32.2K- 7.43% |
$2.13M - $2.32M
|
401K
$31.3M
|
|
|
May 10, 2023
Q1 2023
|
Coppell Advisory Solutions Corp.
Coppell, TX |
SELL
|
- |
-32.2K- 75.11% |
$2.13M - $2.32M
|
10.7K
$831K
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-32.2K- 75.11% |
$2.13M - $2.32M
|
10.7K
$831K
|
|
|
May 01, 2023
Q1 2023
|
Crestone Asset Management LLC
|
SELL
|
- |
-33.4K- 19.92% |
$2.21M - $2.41M
|
134K
$10.5M
|
|
|
Apr 25, 2023
Q1 2023
|
Twele Capital Management, Inc.
|
SELL
|
- |
-37.8K- 10.17% |
$2.5M - $2.73M
|
334K
$26M
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-38.7K- 30.52% |
$2.56M - $2.8M
|
88.2K
$6.87M
|
|
|
May 15, 2023
Q1 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-39.9K- 89.65% |
$2.64M - $2.88M
|
4.6K
$359K
|
|
|
May 12, 2023
Q1 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-40.2K- 99.82% |
$2.66M - $2.9M
|
72
$5.61K
|
|
|
May 12, 2023
Q1 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-40.7K- 2.2% |
$2.7M - $2.94M
|
1.81M
$141M
|
|
|
May 11, 2023
Q1 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-41.3K- 52.55% |
$2.74M - $2.98M
|
37.3K
$2.91M
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
SELL
|
- |
-42.2K- 52.43% |
$2.79M - $3.05M
|
38.3K
$2.98M
|
|
|
Apr 13, 2023
Q1 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-43.1K- 29.63% |
$2.85M - $3.11M
|
102K
$7.97M
|
|
|
May 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-43.3K- 6.6% |
$2.86M - $3.12M
|
613K
$47.7M
|
|
|
Apr 13, 2023
Q1 2023
|
Country Trust Bank
|
SELL
|
- |
-43.8K- 54.11% |
$2.9M - $3.16M
|
37.2K
$2.9M
|
|
|
May 02, 2023
Q1 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-44.8K- 35.91% |
$2.97M - $3.24M
|
80K
$6.23M
|
|
|
May 11, 2023
Q1 2023
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-45.4K- 1.65% |
$3M - $3.27M
|
2.71M
$211M
|
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-46.8K- 6.91% |
$3.1M - $3.38M
|
631K
$49.1M
|
|
|
Apr 14, 2023
Q1 2023
|
Arden Trust CO
|
SELL
|
- |
-48.6K- 88.89% |
$3.22M - $3.51M
|
6.07K
$473K
|
|
|
May 11, 2023
Q1 2023
|
Schroder Investment Management Group
London, X0 |
SELL
|
- |
-49.2K- 34.4% |
$3.25M - $3.55M
|
93.7K
$7.3M
|
|
|
Apr 27, 2023
Q1 2023
|
Bank Of Stockton
|
SELL
|
- |
-49.2K- 28.67% |
$3.26M - $3.55M
|
122K
$9.54M
|
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-49.4K- 2.18% |
$3.27M - $3.57M
|
2.22M
$173M
|
|
|
May 12, 2023
Q1 2023
|
Moreno Evelyn V
Boston, MA |
SELL
|
- |
-49.8K- 36.86% |
$3.3M - $3.59M
|
85.3K
$6.64M
|
|
|
May 03, 2023
Q1 2023
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-50.8K- 39.06% |
$3.36M - $3.66M
|
79.2K
$6.17M
|
|
|
Apr 17, 2023
Q1 2023
|
Stone Asset Management Inc.
|
SELL
|
- |
-52.3K- 77.9% |
$3.46M - $3.78M
|
14.8K
$1.16M
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-52.6K- 9.09% |
$3.49M - $3.8M
|
526K
$41M
|
|
|
May 12, 2023
Q1 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-55.3K- 78.97% |
$3.66M - $4M
|
14.7K
$1.15M
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-56K- 26.25% |
$3.71M - $4.04M
|
157K
$12.2M
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-56.2K- 12.39% |
$3.72M - $4.06M
|
397K
$31M
|
|
|
May 16, 2023
Q1 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-56.9K- 8.04% |
$3.77M - $4.11M
|
651K
$50.7M
|
|
|
Nov 13, 2023
Q1 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-56.9K- 8.04% |
$3.77M - $4.11M
|
651K
$50.7M
|
|
|
May 09, 2023
Q1 2023
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-57.2K- 89.67% |
$3.79M - $4.13M
|
6.59K
$513K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-58.1K- 24.84% |
$3.85M - $4.2M
|
176K
$13.7M
|