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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-68- 8.7% |
$4.81K - $5.03K
|
714
$55.3K
|
|
|
Jul 31, 2023
Q2 2023
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-68- 2.36% |
$4.81K - $5.03K
|
2.81K
$218K
|
|
|
Aug 03, 2023
Q2 2023
|
Addison Advisors LLC
|
SELL
|
- |
-68- 53.54% |
$4.81K - $5.03K
|
59
$4.57K
|
|
|
Jul 17, 2023
Q2 2023
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-69- 1.63% |
$4.88K - $5.1K
|
4.17K
$323K
|
|
|
Jul 18, 2023
Q2 2023
|
Rothschild Investment Corp
|
SELL
|
- |
-69- 0.26% |
$4.88K - $5.1K
|
26.9K
$2.08M
|
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-70- 1.09% |
$4.95K - $5.17K
|
6.35K
$492K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-70- 0.07% |
$4.95K - $5.17K
|
105K
$8.13M
|
|
|
Jul 25, 2023
Q2 2023
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-73- 1.6% |
$5.16K - $5.39K
|
4.48K
$347K
|
|
|
Jul 13, 2023
Q2 2023
|
Windsor Capital Management, LLC
|
SELL
|
- |
-74- 0.37% |
$5.23K - $5.47K
|
19.9K
$1.54M
|
|
|
Aug 09, 2023
Q2 2023
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-75- 0.29% |
$5.3K - $5.54K
|
26.1K
$2.03M
|
|
|
Aug 02, 2023
Q2 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-76- 0.89% |
$5.37K - $5.62K
|
8.49K
$658K
|
|
|
Aug 11, 2023
Q2 2023
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-78- 0.85% |
$5.51K - $5.76K
|
9.08K
$703K
|
|
|
Jul 13, 2023
Q2 2023
|
Hfg Advisors, Inc.
|
SELL
|
- |
-79- 0.38% |
$5.58K - $5.84K
|
20.9K
$1.62M
|
|
|
Aug 01, 2023
Q2 2023
|
Abbrea Capital, LLC
|
SELL
|
- |
-80- 0.25% |
$5.65K - $5.91K
|
32K
$2.48M
|
|
|
Jul 24, 2023
Q2 2023
|
Evensky & Katz LLC
|
SELL
|
- |
-84- 2.71% |
$5.94K - $6.21K
|
3.02K
$234K
|
|
|
Jul 26, 2023
Q2 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-84- 0.32% |
$5.94K - $6.21K
|
26.5K
$2.05M
|
|
|
Jul 27, 2023
Q2 2023
|
Sage Financial Group Inc
|
SELL
|
- |
-85- 1.42% |
$6.01K - $6.28K
|
5.9K
$457K
|
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-85- 1.57% |
$6.01K - $6.28K
|
5.35K
$414K
|
|
|
Jul 19, 2023
Q2 2023
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-86- 0.49% |
$6.08K - $6.36K
|
17.4K
$1.35M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-90- 0.05% |
$6.36K - $6.65K
|
183K
$14.2M
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
SELL
|
- |
-92- 0.28% |
$6.5K - $6.8K
|
32.5K
$2.52M
|
|
|
Aug 08, 2023
Q2 2023
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-93- 2.71% |
$6.57K - $6.87K
|
3.34K
$259K
|
|
|
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-96- 1.34% |
$6.78K - $7.09K
|
7.08K
$549K
|
|
|
Jul 20, 2023
Q2 2023
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-100- 2.51% |
$7.07K - $7.39K
|
3.88K
$301K
|
|
|
Aug 07, 2023
Q2 2023
|
Element Wealth, LLC
|
SELL
|
- |
-100- 3.0% |
$7.07K - $7.39K
|
3.24K
$251K
|
|
|
Aug 11, 2023
Q2 2023
|
Jag Capital Management, LLC
|
SELL
|
- |
-100- 1.77% |
$7.07K - $7.39K
|
5.57K
$431K
|
|
|
Aug 15, 2023
Q2 2023
|
Staley Capital Advisers Inc
|
SELL
|
- |
-100- 0.21% |
$7.07K - $7.39K
|
46.5K
$3.61M
|
|
|
Sep 07, 2023
Q2 2023
|
Jag Capital Management, LLC
|
SELL
|
- |
-100- 1.77% |
$7.07K - $7.39K
|
5.57K
$431K
|
|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-102- 15.86% |
$7.21K - $7.54K
|
541
$41.9K
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-102- 1.32% |
$7.21K - $7.54K
|
7.6K
$589K
|
|
|
Aug 04, 2023
Q2 2023
|
Ltg Capital LLC
|
SELL
|
- |
-104- 0.26% |
$7.35K - $7.69K
|
39.6K
$3.07M
|
|
|
Aug 10, 2023
Q2 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-104- 1.04% |
$7.35K - $7.69K
|
9.89K
$766K
|
|
|
Aug 07, 2023
Q2 2023
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-106- 0.39% |
$7.49K - $7.83K
|
26.8K
$2.08M
|
|
|
Aug 01, 2023
Q2 2023
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-110- 1.72% |
$7.77K - $8.13K
|
6.27K
$486K
|
|
|
Jul 26, 2023
Q2 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-111- 2.29% |
$7.84K - $8.2K
|
4.73K
$367K
|
|
|
Aug 09, 2023
Q2 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-111- 1.1% |
$7.84K - $8.2K
|
9.99K
$774K
|
|
|
Aug 11, 2023
Q2 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-115- 2.92% |
$8.13K - $8.5K
|
3.83K
$297K
|
|
|
Jul 26, 2023
Q2 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-116- 1.48% |
$8.2K - $8.57K
|
7.7K
$597K
|
|
|
Jul 19, 2023
Q2 2023
|
Tfg Advisers LLC
|
SELL
|
- |
-117- 1.32% |
$8.27K - $8.65K
|
8.77K
$680K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-119- 1.49% |
$8.41K - $8.79K
|
7.84K
$608K
|
|
|
Jul 24, 2023
Q2 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-120- 1.61% |
$8.48K - $8.87K
|
7.35K
$569K
|
|
|
Aug 14, 2023
Q2 2023
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-120- 1.46% |
$8.48K - $8.87K
|
8.08K
$626K
|
|
|
Jul 19, 2023
Q2 2023
|
Essex Savings Bank
|
SELL
|
- |
-122- 2.01% |
$8.62K - $9.02K
|
5.96K
$462K
|
|
|
Jul 27, 2023
Q2 2023
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-122- 1.06% |
$8.62K - $9.02K
|
11.4K
$881K
|
|
|
Jul 10, 2023
Q2 2023
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-127- 0.28% |
$8.98K - $9.39K
|
44.8K
$3.47M
|
|
|
Jul 11, 2023
Q2 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-127- 1.38% |
$8.98K - $9.39K
|
9.07K
$703K
|
|
|
Oct 26, 2023
Q2 2023
|
Sound Stewardship, LLC
Overland Park, KS |
SELL
|
- |
-127- 2.71% |
$8.98K - $9.39K
|
4.56K
$353K
|
|
|
Aug 02, 2023
Q2 2023
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-129- 2.76% |
$9.12K - $9.53K
|
4.55K
$353K
|
|
|
Jul 11, 2023
Q2 2023
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-130- 0.49% |
$9.19K - $9.61K
|
26.4K
$2.05M
|
|
|
Aug 08, 2023
Q2 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-130- 0.12% |
$9.19K - $9.61K
|
105K
$8.16M
|