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 11, 2023
Q2 2023
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
100+ 2.78% |
$7.07K - $7.39K
|
3.7K
$286K
|
|
|
Aug 14, 2023
Q2 2023
|
Garner Asset Management Corp
|
BUY
|
- |
99+ 2.34% |
$7K - $7.32K
|
4.32K
$335K
|
|
|
Jul 26, 2023
Q2 2023
|
Wp Advisors, LLC
|
BUY
|
- |
97+ 1.78% |
$6.85K - $7.17K
|
5.54K
$429K
|
|
|
Jul 19, 2023
Q2 2023
|
First Bancorp, Inc
|
BUY
|
- |
94+ 0.48% |
$6.64K - $6.95K
|
19.6K
$1.52M
|
|
|
Jul 31, 2023
Q2 2023
|
Hudock, Inc.
|
BUY
|
- |
94+ 0.58% |
$6.64K - $6.95K
|
16.4K
$1.27M
|
|
|
Aug 03, 2023
Q2 2023
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
94+ 1.73% |
$6.64K - $6.95K
|
5.54K
$429K
|
|
|
Aug 07, 2023
Q2 2023
|
Xml Financial, LLC
|
BUY
|
- |
92+ 0.21% |
$6.5K - $6.8K
|
43.9K
$3.4M
|
|
|
Aug 04, 2023
Q2 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
87+ 0.52% |
$6.15K - $6.43K
|
16.7K
$1.29M
|
|
|
Aug 09, 2023
Q2 2023
|
Holistic Financial Partners
|
BUY
|
- |
83+ 0.55% |
$5.87K - $6.13K
|
15.1K
$1.17M
|
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
82+ 2.55% |
$5.79K - $6.06K
|
3.3K
$255K
|
|
|
Aug 07, 2023
Q2 2023
|
Reston Wealth Management LLC
|
BUY
|
- |
82+ 0.76% |
$5.79K - $6.06K
|
10.8K
$840K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
79+ 0.9% |
$5.58K - $5.84K
|
8.85K
$686K
|
|
|
Aug 08, 2023
Q2 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
78+ 0.37% |
$5.51K - $5.76K
|
21.2K
$1.65M
|
|
|
Aug 08, 2023
Q2 2023
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
76+ 0.29% |
$5.37K - $5.62K
|
26.1K
$2.03M
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
BUY
|
- |
75+ 2.26% |
$5.3K - $5.54K
|
3.39K
$263K
|
|
|
Jul 24, 2023
Q2 2023
|
Wealthpoint, LLC
|
BUY
|
- |
75+ 1.25% |
$5.3K - $5.54K
|
6.07K
$470K
|
|
|
Aug 03, 2023
Q2 2023
|
Delta Investment Management, LLC
|
BUY
|
- |
75+ 1.81% |
$5.3K - $5.54K
|
4.22K
$327K
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
75+ 1.11% |
$5.3K - $5.54K
|
6.86K
$532K
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
74+ 1.14% |
$5.23K - $5.47K
|
6.54K
$507K
|
|
|
Jul 25, 2023
Q2 2023
|
Straight Path Wealth Management
|
BUY
|
- |
74+ 1.19% |
$5.23K - $5.47K
|
6.32K
$489K
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
74+ 1.83% |
$5.23K - $5.47K
|
4.12K
$319K
|
|
|
Aug 11, 2023
Q2 2023
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
74+ 0.9% |
$5.23K - $5.47K
|
8.25K
$639K
|
|
|
Oct 02, 2024
Q2 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
73+ 1.29% |
$5.16K - $5.39K
|
5.75K
$446K
|
|
|
Aug 15, 2023
Q2 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
70+ 1.49% |
$4.95K - $5.17K
|
4.77K
$369K
|
|
|
Aug 07, 2023
Q2 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
69+ 0.69% |
$4.88K - $5.1K
|
10K
$776K
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
68+ 1.83% |
$4.81K - $5.03K
|
3.78K
$293K
|
|
|
Aug 07, 2023
Q2 2023
|
Lutz Financial Services LLC
|
BUY
|
- |
67+ 1.97% |
$4.73K - $4.95K
|
3.46K
$268K
|
|
|
Aug 11, 2023
Q2 2023
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
66+ 1.84% |
$4.66K - $4.88K
|
3.66K
$284K
|
|
|
Jul 21, 2023
Q2 2023
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
64+ 0.93% |
$4.52K - $4.73K
|
6.92K
$536K
|
|
|
Aug 14, 2023
Q2 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
64+ 1.62% |
$4.52K - $4.73K
|
4.02K
$311K
|
|
|
Jul 20, 2023
Q2 2023
|
True Link Financial Advisors, LLC
|
BUY
|
- |
63+ 0.19% |
$4.45K - $4.66K
|
32.8K
$2.55M
|
|
|
Jul 27, 2023
Q2 2023
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
61+ 0.68% |
$4.31K - $4.51K
|
9.07K
$703K
|
|
|
Aug 04, 2023
Q2 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
61+ 1.91% |
$4.31K - $4.51K
|
3.25K
$252K
|
|
|
Jul 05, 2023
Q2 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
58+ 0.52% |
$4.1K - $4.29K
|
11.1K
$862K
|
|
|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
57+ 0.05% |
$4.03K - $4.21K
|
119K
$9.23M
|
|
|
Aug 10, 2023
Q2 2023
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
57+ 0.98% |
$4.03K - $4.21K
|
5.89K
$457K
|
|
|
Jul 26, 2023
Q2 2023
|
Patten Group, Inc.
|
BUY
|
- |
56+ 0.5% |
$3.96K - $4.14K
|
11.3K
$874K
|
|
|
Aug 08, 2023
Q2 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
54+ 35.76% |
$3.82K - $3.99K
|
205
$15.9K
|
|
|
Jul 26, 2023
Q2 2023
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
53+ 3.13% |
$3.75K - $3.92K
|
1.75K
$135K
|
|
|
Aug 03, 2023
Q2 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
52+ 0.94% |
$3.67K - $3.84K
|
5.56K
$431K
|
|
|
Jul 24, 2023
Q2 2023
|
Iron Financial, LLC
|
BUY
|
- |
51+ 1.81% |
$3.6K - $3.77K
|
2.87K
$222K
|
|
|
Jul 25, 2023
Q2 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
51+ 1.25% |
$3.6K - $3.77K
|
4.15K
$321K
|
|
|
Jul 13, 2023
Q2 2023
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
50+ 0.5% |
$3.53K - $3.7K
|
10.1K
$779K
|
|
|
Aug 09, 2023
Q2 2023
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
50+ 0.51% |
$3.53K - $3.7K
|
9.86K
$764K
|
|
|
Sep 21, 2023
Q2 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
50+ 4.29% |
$3.53K - $3.7K
|
1.22K
$94.2K
|
|
|
Jul 26, 2023
Q2 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
49+ 0.56% |
$3.46K - $3.62K
|
8.81K
$683K
|
|
|
Aug 09, 2023
Q2 2023
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
48+ 0.15% |
$3.39K - $3.55K
|
31.2K
$2.42M
|
|
|
Aug 08, 2023
Q2 2023
|
Bank Of Marin
Novato, CA |
BUY
|
- |
47+ 0.15% |
$3.32K - $3.47K
|
32.3K
$2.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
45+ 0.95% |
$3.18K - $3.33K
|
4.79K
$371K
|
|
|
Aug 14, 2023
Q2 2023
|
Connors Investor Services Inc
Wyomissing, PA |
BUY
|
- |
45+ 0.07% |
$3.18K - $3.33K
|
63.8K
$4.94M
|