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 18, 2023
Q2 2023
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-354- 3.17% |
$25K - $26.2K
|
10.8K
$839K
|
|
|
Aug 10, 2023
Q2 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-354- 0.25% |
$25K - $26.2K
|
141K
$11M
|
|
|
Jul 27, 2023
Q2 2023
|
Leverty Financial Group, LLC
|
SELL
|
- |
-355- 0.69% |
$25.1K - $26.2K
|
51.1K
$3.96M
|
|
|
Jul 26, 2023
Q2 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-358- 1.48% |
$25.3K - $26.5K
|
23.9K
$1.85M
|
|
|
Aug 14, 2023
Q2 2023
|
Hillman Capital Management, Inc.
Bethesda, MD |
SELL
|
- |
-359- 1.51% |
$25.4K - $26.5K
|
23.5K
$1.82M
|
|
|
Aug 11, 2023
Q2 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-364- 4.38% |
$25.7K - $26.9K
|
7.95K
$616K
|
|
|
Jul 24, 2023
Q2 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-367- 8.93% |
$25.9K - $27.1K
|
3.75K
$290K
|
|
|
Aug 14, 2023
Q2 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-372- 1.9% |
$26.3K - $27.5K
|
19.2K
$1.49M
|
|
|
Jul 31, 2023
Q2 2023
|
Meritage Portfolio Management
|
SELL
|
- |
-373- 11.02% |
$26.4K - $27.6K
|
3.01K
$233K
|
|
|
Jul 18, 2023
Q2 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-381- 3.95% |
$26.9K - $28.2K
|
9.27K
$718K
|
|
|
Aug 09, 2023
Q2 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-385- 1.27% |
$27.2K - $28.5K
|
30K
$2.33M
|
|
|
Jul 17, 2023
Q2 2023
|
Avity Investment Management Inc.
|
SELL
|
- |
-388- 2.96% |
$27.4K - $28.7K
|
12.7K
$986K
|
|
|
Jul 21, 2023
Q2 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-392- 6.73% |
$27.7K - $29K
|
5.43K
$421K
|
|
|
Jul 05, 2023
Q2 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-398- 7.18% |
$28.1K - $29.4K
|
5.15K
$399K
|
|
|
Jul 20, 2023
Q2 2023
|
Sabal Trust CO
|
SELL
|
- |
-400- 4.79% |
$28.3K - $29.6K
|
7.96K
$617K
|
|
|
Aug 07, 2023
Q2 2023
|
Triasima Portfolio Management Inc.
|
SELL
|
- |
-400- 1.68% |
$28.3K - $29.6K
|
23.5K
$1.82M
|
|
|
Aug 14, 2023
Q2 2023
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-400- 0.18% |
$28.3K - $29.6K
|
218K
$16.9M
|
|
|
Jul 13, 2023
Q2 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-404- 0.53% |
$28.6K - $29.9K
|
76.1K
$5.9M
|
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-407- 0.93% |
$28.8K - $30.1K
|
43.4K
$3.36M
|
|
|
Aug 14, 2023
Q2 2023
|
Trellis Advisors, LLC
|
SELL
|
- |
-407- 1.61% |
$28.8K - $30.1K
|
24.8K
$1.92M
|
|
|
Jul 27, 2023
Q2 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-415- 6.45% |
$29.3K - $30.7K
|
6.02K
$466K
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-416- 1.21% |
$29.4K - $30.7K
|
34K
$2.63M
|
|
|
Jul 26, 2023
Q2 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-420- 2.78% |
$29.7K - $31K
|
14.7K
$1.14M
|
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-420- 0.71% |
$29.7K - $31K
|
58.6K
$4.54M
|
|
|
Aug 14, 2023
Q2 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-427- 37.55% |
$30.2K - $31.6K
|
710
$55K
|
|
|
Jul 17, 2023
Q2 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-430- 6.0% |
$30.4K - $31.8K
|
6.73K
$522K
|
|
|
Aug 07, 2023
Q2 2023
|
American Investment Services, Inc.
|
SELL
|
- |
-430- 9.84% |
$30.4K - $31.8K
|
3.94K
$305K
|
|
|
Sep 01, 2023
Q2 2023
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-430- 8.8% |
$30.4K - $31.8K
|
4.45K
$345K
|
|
|
Jul 26, 2023
Q2 2023
|
Santori & Peters, Inc.
|
SELL
|
- |
-433- 0.83% |
$30.6K - $32K
|
51.5K
$3.99M
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
SELL
|
- |
-434- 0.27% |
$30.7K - $32.1K
|
161K
$12.5M
|
|
|
Jul 31, 2023
Q2 2023
|
My Wealth Management Inc.
|
SELL
|
- |
-442- 0.64% |
$31.2K - $32.7K
|
69.2K
$5.36M
|
|
|
Aug 09, 2023
Q2 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-443- 7.81% |
$31.3K - $32.7K
|
5.23K
$405K
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-448- 9.87% |
$31.7K - $33.1K
|
4.09K
$317K
|
|
|
Aug 09, 2023
Q2 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-452- 9.51% |
$31.9K - $33.4K
|
4.3K
$333K
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-455- 8.06% |
$32.2K - $33.6K
|
5.19K
$402K
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-456- 5.52% |
$32.2K - $33.7K
|
7.8K
$605K
|
|
|
Aug 04, 2023
Q2 2023
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-457- 1.58% |
$32.3K - $33.8K
|
28.4K
$2.2M
|
|
|
Aug 08, 2023
Q2 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-460- 2.18% |
$32.5K - $34K
|
20.7K
$1.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-464- 0.68% |
$32.8K - $34.3K
|
67.7K
$5.24M
|
|
|
Jul 20, 2023
Q2 2023
|
Telos Capital Management, Inc.
|
SELL
|
- |
-467- 7.44% |
$33K - $34.5K
|
5.81K
$450K
|
|
|
Jul 12, 2023
Q2 2023
|
Asset Planning Corporation
|
SELL
|
- |
-473- 0.98% |
$33.4K - $35K
|
47.6K
$3.69M
|
|
|
Aug 14, 2023
Q2 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-480- 3.85% |
$33.9K - $35.5K
|
12K
$930K
|
|
|
Jul 13, 2023
Q2 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-485- 0.86% |
$34.3K - $35.8K
|
55.9K
$4.33M
|
|
|
Aug 01, 2023
Q2 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-485- 0.3% |
$34.3K - $35.8K
|
162K
$12.5M
|
|
|
Aug 01, 2023
Q2 2023
|
Eukles Asset Management
|
SELL
|
- |
-485- 1.91% |
$34.3K - $35.8K
|
24.9K
$1.93M
|
|
|
Aug 15, 2023
Q2 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-490- 7.06% |
$34.6K - $36.2K
|
6.46K
$500K
|
|
|
Jul 26, 2023
Q2 2023
|
Acas, LLC
|
SELL
|
- |
-493- 1.75% |
$34.8K - $36.4K
|
27.7K
$2.15M
|
|
|
Aug 02, 2023
Q2 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-500- 3.71% |
$35.3K - $37K
|
13K
$1.01M
|
|
|
Aug 02, 2023
Q2 2023
|
Gables Capital Management Inc.
|
SELL
|
- |
-500- 8.06% |
$35.3K - $37K
|
5.7K
$442K
|
|
|
Aug 14, 2023
Q2 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-520- 0.37% |
$36.7K - $38.4K
|
139K
$10.8M
|