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 19, 2023
Q1 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
12.2KNew |
$805K - $878K
|
12.2K
$942K
|
|
May 11, 2023
Q1 2023
|
Private Capital Management LLC
|
BUY
|
- |
12K+ 112.44% |
$797K - $869K
|
22.7K
$1.76M
|
|
May 12, 2023
Q1 2023
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
12K+ 22.14% |
$795K - $867K
|
66.2K
$5.13M
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
11.9K+ 9.03% |
$791K - $862K
|
144K
$11.2M
|
|
May 15, 2023
Q1 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
11.9K+ 1.46% |
$785K - $856K
|
824K
$63.9M
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
11.6K+ 18.29% |
$767K - $836K
|
74.9K
$5.81M
|
|
Apr 26, 2023
Q1 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
11.6KNew |
$767K - $836K
|
11.6K
$897K
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
11.3K+ 48.93% |
$749K - $816K
|
34.4K
$2.67M
|
|
May 09, 2023
Q1 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
11.3K+ 53.37% |
$746K - $813K
|
32.4K
$2.51M
|
|
Apr 11, 2023
Q1 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
11.2K+ 7.86% |
$741K - $808K
|
153K
$11.9M
|
|
May 15, 2023
Q1 2023
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
11.1K+ 40.71% |
$738K - $805K
|
38.5K
$2.99M
|
|
May 04, 2023
Q1 2023
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
11.1KNew |
$737K - $803K
|
11.1K
$862K
|
|
May 04, 2023
Q1 2023
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
11K+ 287.17% |
$731K - $797K
|
14.9K
$1.15M
|
|
May 16, 2023
Q1 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
11K+ 16.32% |
$729K - $795K
|
78.4K
$6.08M
|
|
Apr 06, 2023
Q1 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
10.9K+ 12.88% |
$723K - $788K
|
95.7K
$7.42M
|
|
May 12, 2023
Q1 2023
|
Quest Investment Management LLC
Lake Oswego, OR |
BUY
|
- |
10.7K+ 5.29% |
$711K - $776K
|
214K
$16.6M
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
10.6K+ 30.56% |
$702K - $765K
|
45.3K
$3.51M
|
|
May 10, 2023
Q1 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
10.5KNew |
$698K - $761K
|
10.5K
$817K
|
|
May 15, 2023
Q1 2023
|
Janus Henderson Group PLC
London, X0 |
BUY
|
- |
10.5KNew |
$698K - $761K
|
10.5K
$817K
|
|
Oct 18, 2024
Q1 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
10.5KNew |
$698K - $761K
|
10.5K
$817K
|
|
May 12, 2023
Q1 2023
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
10.5K+ 5.03% |
$692K - $754K
|
218K
$16.9M
|
|
Apr 20, 2023
Q1 2023
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
10.4KNew |
$687K - $748K
|
10.4K
$804K
|
|
May 15, 2023
Q1 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
10.3KNew |
$684K - $746K
|
10.3K
$800K
|
|
May 10, 2023
Q1 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
10.3KNew |
$682K - $744K
|
10.3K
$798K
|
|
May 04, 2023
Q1 2023
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
10.2K+ 18.78% |
$675K - $736K
|
64.5K
$5M
|
|
May 15, 2023
Q1 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
10.2KNew |
$673K - $734K
|
10.2K
$787K
|
|
May 15, 2023
Q1 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
10.2K+ 3.75% |
$673K - $734K
|
281K
$21.8M
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
10.2K+ 3.75% |
$673K - $734K
|
281K
$21.8M
|
|
Aug 17, 2023
Q1 2023
|
Alamar Capital Management, LLC
|
BUY
|
- |
10.1K+ 43.68% |
$668K - $728K
|
33.2K
$2.57M
|
|
Apr 21, 2023
Q1 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
9.72KNew |
$643K - $701K
|
9.72K
$753K
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
9.69K+ 1.55% |
$641K - $699K
|
633K
$49.1M
|
|
May 12, 2023
Q1 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
9.12K+ 16.64% |
$604K - $658K
|
63.9K
$4.95M
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
8.95K+ 5.14% |
$593K - $646K
|
183K
$14.2M
|
|
May 04, 2023
Q1 2023
|
Cypress Capital Group
|
BUY
|
- |
8.84KNew |
$585K - $638K
|
8.84K
$685K
|
|
May 08, 2023
Q1 2023
|
Allie Family Office LLC
|
BUY
|
- |
8.72K+ 3.63% |
$577K - $629K
|
249K
$19.3M
|
|
May 04, 2023
Q1 2023
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
8.65KNew |
$572K - $624K
|
8.65K
$670K
|
|
May 15, 2023
Q1 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
8.51KNew |
$563K - $614K
|
8.51K
$659K
|
|
Apr 20, 2023
Q1 2023
|
Wbh Advisory Inc
|
BUY
|
- |
8.45K+ 28.85% |
$560K - $610K
|
37.7K
$2.93M
|
|
May 04, 2023
Q1 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
8.45K+ 20.63% |
$559K - $610K
|
49.4K
$3.83M
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
BUY
|
- |
8.44K+ 4.9% |
$559K - $609K
|
181K
$14M
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
8.38KNew |
$555K - $605K
|
8.38K
$650K
|
|
May 02, 2023
Q1 2023
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
8.37KNew |
$554K - $604K
|
8.37K
$649K
|
|
May 12, 2023
Q1 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
8.32KNew |
$551K - $600K
|
8.32K
$644K
|
|
Apr 24, 2023
Q1 2023
|
Accredited Investors Inc.
|
BUY
|
- |
8.13K+ 0.64% |
$539K - $587K
|
1.28M
$99.5M
|
|
May 11, 2023
Q1 2023
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
8.03K+ 14.84% |
$532K - $580K
|
62.1K
$4.81M
|
|
May 10, 2023
Q1 2023
|
Cavalier Investments, LLC
|
BUY
|
- |
8K+ 6.22% |
$529K - $577K
|
137K
$10.6M
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
7.75K+ 6.68% |
$513K - $559K
|
124K
$9.59M
|
|
Jun 27, 2024
Q1 2023
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
7.63KNew |
$505K - $551K
|
7.63K
$591K
|
|
Feb 12, 2024
Q1 2023
|
Ashford Advisors, LLC
|
BUY
|
- |
7.55K+ 19.64% |
$500K - $545K
|
46K
$3.57M
|
|
May 01, 2023
Q1 2023
|
Rkl Wealth Management LLC
|
BUY
|
- |
7.43KNew |
$492K - $536K
|
7.43K
$576K
|