Purchases and Sales Made in Q2 2023 in Ishares Tr Msci Eafe ETF (EFA)
This table provides information about the institutional ownership of Ishares Tr Msci Eafe ETF (EFA) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2023
Q2 2023
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
413+ 3.71% |
$29.2K - $30.5K
|
11.5K
$895K
|
|
|
Sep 05, 2023
Q2 2023
|
Westshore Wealth, LLC
|
BUY
|
- |
413+ 1.64% |
$29.2K - $30.5K
|
25.7K
$1.99M
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
401+ 4.35% |
$28.3K - $29.6K
|
9.62K
$745K
|
|
|
Aug 15, 2023
Q2 2023
|
Miller Investment Management, LP
West Conshohocken, PA |
BUY
|
- |
392+ 0.05% |
$27.7K - $29K
|
766K
$59.4M
|
|
|
Jul 14, 2023
Q2 2023
|
4 Thought Financial Group Inc.
|
BUY
|
- |
384+ 0.57% |
$27.1K - $28.4K
|
67.6K
$5.24M
|
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
377+ 4.12% |
$26.6K - $27.9K
|
9.53K
$738K
|
|
|
Jul 12, 2023
Q2 2023
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
374+ 1.8% |
$26.4K - $27.6K
|
21.2K
$1.64M
|
|
|
Jun 28, 2024
Q2 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
350+ 21.69% |
$24.7K - $25.9K
|
1.96K
$152K
|
|
|
Jul 10, 2023
Q2 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
334+ 0.69% |
$23.6K - $24.7K
|
49.1K
$3.8M
|
|
|
Jul 21, 2023
Q2 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
325+ 9.31% |
$23K - $24K
|
3.82K
$296K
|
|
|
Aug 10, 2023
Q2 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
321+ 4.87% |
$22.7K - $23.7K
|
6.92K
$536K
|
|
|
Jul 19, 2023
Q2 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
318+ 3.27% |
$22.5K - $23.5K
|
10K
$778K
|
|
|
Jul 28, 2023
Q2 2023
|
Sterling Investment Advisors LLC
|
BUY
|
- |
312+ 0.71% |
$22K - $23.1K
|
44K
$3.41M
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Architects, LLC
|
BUY
|
- |
311+ 4.85% |
$22K - $23K
|
6.73K
$521K
|
|
|
Aug 11, 2023
Q2 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
310+ 1.71% |
$21.9K - $22.9K
|
18.5K
$1.43M
|
|
|
Jul 18, 2023
Q2 2023
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
309+ 1.55% |
$21.8K - $22.8K
|
20.3K
$1.57M
|
|
|
Aug 08, 2023
Q2 2023
|
Advisor Os, LLC
|
BUY
|
- |
308+ 1.25% |
$21.8K - $22.8K
|
24.9K
$1.93M
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
306New |
$21.6K - $22.6K
|
306
$23.7K
|
|
|
Jul 31, 2023
Q2 2023
|
Dakota Wealth Management
|
BUY
|
- |
301+ 4.18% |
$21.3K - $22.2K
|
7.51K
$582K
|
|
|
Aug 10, 2023
Q2 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
301+ 3.94% |
$21.3K - $22.2K
|
7.95K
$616K
|
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
300+ 68.34% |
$21.2K - $22.2K
|
739
$57.3K
|
|
|
Aug 04, 2023
Q2 2023
|
Bellwether Advisors, LLC
|
BUY
|
- |
290+ 6.48% |
$20.5K - $21.4K
|
4.77K
$369K
|
|
|
Jul 20, 2023
Q2 2023
|
Keudell
|
BUY
|
- |
280+ 3.43% |
$19.8K - $20.7K
|
8.45K
$654K
|
|
|
Aug 14, 2023
Q2 2023
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
278+ 0.61% |
$19.6K - $20.5K
|
46.1K
$3.57M
|
|
|
Jul 26, 2023
Q2 2023
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
275+ 0.17% |
$19.4K - $20.3K
|
158K
$12.3M
|
|
|
Aug 07, 2023
Q2 2023
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
273+ 7.3% |
$19.3K - $20.2K
|
4.01K
$311K
|
|
|
Aug 04, 2023
Q2 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
267+ 0.83% |
$18.9K - $19.7K
|
32.6K
$2.53M
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
256New |
$18.1K - $18.9K
|
256
$19.8K
|
|
|
Jul 20, 2023
Q2 2023
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
255+ 0.93% |
$18K - $18.8K
|
27.7K
$2.15M
|
|
|
Aug 07, 2023
Q2 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
255+ 8.27% |
$18K - $18.8K
|
3.34K
$259K
|
|
|
Jul 20, 2023
Q2 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
254+ 3.15% |
$18K - $18.8K
|
8.33K
$645K
|
|
|
Jul 20, 2023
Q2 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
250+ 3.25% |
$17.7K - $18.5K
|
7.93K
$615K
|
|
|
Jul 25, 2023
Q2 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
250New |
$17.7K - $18.5K
|
250
$19.4K
|
|
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
BUY
|
- |
250New |
$17.7K - $18.5K
|
250
$19.4K
|
|
|
Jul 19, 2023
Q2 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
249+ 4.76% |
$17.6K - $18.4K
|
5.48K
$425K
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
249+ 1.13% |
$17.6K - $18.4K
|
22.3K
$1.73M
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
242+ 0.67% |
$17.1K - $17.9K
|
36.6K
$2.83M
|
|
|
Aug 14, 2023
Q2 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
238New |
$16.8K - $17.6K
|
238
$18.4K
|
|
|
Jul 13, 2023
Q2 2023
|
Transform Wealth, LLC
|
BUY
|
- |
237+ 2.08% |
$16.7K - $17.5K
|
11.6K
$903K
|
|
|
Aug 14, 2023
Q2 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
235+ 1.01% |
$16.6K - $17.4K
|
23.5K
$1.82M
|
|
|
Jul 26, 2023
Q2 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
230+ 1.71% |
$16.3K - $17K
|
13.7K
$1.06M
|
|
|
Jul 25, 2023
Q2 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
224+ 0.51% |
$15.8K - $16.6K
|
44K
$3.41M
|
|
|
Mar 12, 2024
Q2 2023
|
Executive Wealth Group LLC
Kirkland, WA |
BUY
|
- |
222+ 1.12% |
$15.7K - $16.4K
|
20K
$1.55M
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
216New |
$15.3K - $16K
|
216
$16.7K
|
|
|
Aug 11, 2023
Q2 2023
|
Lansing Street Advisors
|
BUY
|
- |
215+ 2.01% |
$15.2K - $15.9K
|
10.9K
$845K
|
|
|
Aug 10, 2023
Q2 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
206New |
$14.6K - $15.2K
|
206
$16K
|
|
|
Aug 09, 2023
Q2 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
205+ 3.54% |
$14.5K - $15.1K
|
5.99K
$464K
|
|
|
Jul 28, 2023
Q2 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
200New |
$14.1K - $14.8K
|
200
$15.5K
|
|
|
Aug 03, 2023
Q2 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
200+ 0.85% |
$14.1K - $14.8K
|
23.7K
$1.84M
|
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
198New |
$14K - $14.6K
|
198
$15.3K
|