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 28, 2023
Q2 2023
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-1.18K- 2.96% |
$83.7K - $87.5K
|
38.8K
$3.01M
|
|
|
Aug 03, 2023
Q2 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-1.19K- 18.72% |
$84.3K - $88.2K
|
5.18K
$401K
|
|
|
Aug 09, 2023
Q2 2023
|
Brio Consultants, LLC
|
SELL
|
- |
-1.2K- 2.52% |
$84.7K - $88.6K
|
46.4K
$3.59M
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.21K- 1.18% |
$85.3K - $89.2K
|
101K
$7.83M
|
|
|
Jul 31, 2023
Q2 2023
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-1.23K- 2.44% |
$86.9K - $90.9K
|
49.2K
$3.81M
|
|
|
Jul 19, 2023
Q2 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-1.25K- 13.25% |
$88.3K - $92.3K
|
8.18K
$634K
|
|
|
Jul 27, 2023
Q2 2023
|
Leisure Capital Management
|
SELL
|
- |
-1.28K- 16.45% |
$90.3K - $94.4K
|
6.49K
$503K
|
|
|
Aug 11, 2023
Q2 2023
|
Portland Global Advisors LLC
|
SELL
|
- |
-1.28K- 0.5% |
$90.3K - $94.4K
|
252K
$19.6M
|
|
|
Jul 17, 2023
Q2 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-1.3K- 7.65% |
$92.1K - $96.3K
|
15.7K
$1.22M
|
|
|
Aug 08, 2023
Q2 2023
|
Truepoint, Inc.
|
SELL
|
- |
-1.31K- 7.01% |
$92.6K - $96.9K
|
17.4K
$1.35M
|
|
|
Aug 09, 2023
Q2 2023
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-1.32K- 5.96% |
$93.4K - $97.7K
|
20.9K
$1.62M
|
|
|
Aug 04, 2023
Q2 2023
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-1.32K- 2.0% |
$93.5K - $97.8K
|
64.9K
$5.03M
|
|
|
Jul 17, 2023
Q2 2023
|
Moller Financial Services
|
SELL
|
- |
-1.36K- 2.04% |
$95.8K - $100K
|
65.1K
$5.04M
|
|
|
Jul 13, 2023
Q2 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-1.37K- 2.33% |
$96.6K - $101K
|
57.3K
$4.44M
|
|
|
Aug 09, 2023
Q2 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-1.4K- 8.08% |
$98.6K - $103K
|
15.9K
$1.23M
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.4K- 14.46% |
$98.8K - $103K
|
8.27K
$641K
|
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.4K- 22.34% |
$99.2K - $104K
|
4.88K
$378K
|
|
|
Aug 02, 2023
Q2 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-1.41K- 7.62% |
$99.7K - $104K
|
17.1K
$1.33M
|
|
|
Aug 14, 2023
Q2 2023
|
Gould Capital, LLC
|
SELL
|
- |
-1.42K- 51.74% |
$101K - $105K
|
1.33K
$103K
|
|
|
Jul 31, 2023
Q2 2023
|
Wolf Group Capital Advisors
|
SELL
|
- |
-1.45K- 4.0% |
$102K - $107K
|
34.7K
$2.69M
|
|
|
Aug 14, 2023
Q2 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-1.48K- 64.12% |
$104K - $109K
|
826
$64K
|
|
|
Jul 17, 2023
Q2 2023
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-1.49K- 34.89% |
$105K - $110K
|
2.77K
$215K
|
|
|
Aug 10, 2023
Q2 2023
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-1.49K- 8.88% |
$105K - $110K
|
15.2K
$1.18M
|
|
|
Jul 24, 2023
Q2 2023
|
Nbt Bank N A
|
SELL
|
- |
-1.5K- 2.2% |
$106K - $111K
|
66.6K
$5.16M
|
|
|
Aug 11, 2023
Q2 2023
|
Meeder Asset Management Inc
|
SELL
|
- |
-1.5K- 31.04% |
$106K - $111K
|
3.33K
$258K
|
|
|
Jul 27, 2023
Q2 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.52K- 4.28% |
$107K - $112K
|
33.9K
$2.63M
|
|
|
Jul 13, 2023
Q2 2023
|
Schwab Charitable Fund
|
SELL
|
- |
-1.54K- 18.02% |
$108K - $113K
|
6.98K
$541K
|
|
|
Jul 07, 2023
Q2 2023
|
Bellecapital International Ltd.
|
SELL
|
- |
-1.54K- 19.96% |
$109K - $114K
|
6.17K
$478K
|
|
|
Jul 12, 2023
Q2 2023
|
Windsor Group LTD
|
SELL
|
- |
-1.54K- 11.88% |
$109K - $114K
|
11.4K
$886K
|
|
|
Jul 12, 2023
Q2 2023
|
Country Trust Bank
|
SELL
|
- |
-1.56K- 4.19% |
$110K - $115K
|
35.6K
$2.76M
|
|
|
Jul 21, 2023
Q2 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-1.56K- 2.7% |
$110K - $115K
|
56K
$4.34M
|
|
|
Aug 14, 2023
Q2 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-1.6K- 10.83% |
$113K - $118K
|
13.1K
$1.02M
|
|
|
Aug 02, 2023
Q2 2023
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-1.61K- 4.41% |
$113K - $119K
|
34.8K
$2.7M
|
|
|
Jul 13, 2023
Q2 2023
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-1.61K- 13.76% |
$114K - $119K
|
10.1K
$784K
|
|
|
Jul 05, 2023
Q2 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-1.63K- 1.99% |
$115K - $120K
|
80.3K
$6.23M
|
|
|
Jul 03, 2023
Q2 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-1.64K- 1.3% |
$116K - $121K
|
124K
$9.61M
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1.67K- 1.25% |
$118K - $123K
|
131K
$10.2M
|
|
|
Jul 06, 2023
Q2 2023
|
First Hawaiian Bank
|
SELL
|
- |
-1.71K- 0.6% |
$120K - $126K
|
282K
$21.9M
|
|
|
Jul 12, 2023
Q2 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-1.71K- 11.33% |
$121K - $127K
|
13.4K
$1.04M
|
|
|
Jul 03, 2023
Q2 2023
|
Horizons Wealth Management
Asheville, NC |
SELL
|
- |
-1.72K- 6.56% |
$122K - $127K
|
24.5K
$1.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-1.75K- 7.24% |
$123K - $129K
|
22.4K
$1.73M
|
|
|
Aug 04, 2023
Q2 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-1.81K- 0.9% |
$128K - $134K
|
200K
$15.5M
|
|
|
Jul 24, 2023
Q2 2023
|
Flower City Capital
|
SELL
|
- |
-1.82K- 2.71% |
$129K - $134K
|
65.3K
$5.06M
|
|
|
Aug 14, 2023
Q2 2023
|
Hamilton Wealth, LLC
|
SELL
|
- |
-1.82K- 3.5% |
$129K - $135K
|
50.3K
$3.9M
|
|
|
Jul 14, 2023
Q2 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.84K- 20.61% |
$130K - $136K
|
7.1K
$550K
|
|
|
Jul 27, 2023
Q2 2023
|
Moreno Evelyn V
Boston, MA |
SELL
|
- |
-1.87K- 2.19% |
$132K - $138K
|
83.4K
$6.46M
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1.89K- 0.32% |
$134K - $140K
|
581K
$45M
|
|
|
Aug 01, 2023
Q2 2023
|
First National Trust CO
|
SELL
|
- |
-1.9K- 1.94% |
$134K - $140K
|
96K
$7.44M
|
|
|
Aug 07, 2023
Q2 2023
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-1.9K- 2.56% |
$134K - $140K
|
72.3K
$5.6M
|
|
|
Jul 18, 2023
Q2 2023
|
Atlas Brown,Inc.
|
SELL
|
- |
-1.91K- 6.45% |
$135K - $141K
|
27.7K
$2.15M
|