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 26, 2023
Q2 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.91K- 3.93% |
$135K - $141K
|
46.7K
$3.62M
|
|
|
Jul 31, 2023
Q2 2023
|
Trust CO Of Virginia
|
SELL
|
- |
-1.94K- 12.64% |
$137K - $143K
|
13.4K
$1.04M
|
|
|
Aug 11, 2023
Q2 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-1.95K- 4.5% |
$138K - $144K
|
41.3K
$3.2M
|
|
|
Aug 07, 2023
Q2 2023
|
Connable Office Inc
|
SELL
|
- |
-1.96K- 0.65% |
$138K - $145K
|
301K
$23.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.99K- 3.31% |
$140K - $147K
|
58K
$4.49M
|
|
|
Jul 13, 2023
Q2 2023
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-2.04K- 15.37% |
$144K - $151K
|
11.2K
$870K
|
|
|
Jul 25, 2023
Q2 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-2.05K- 11.27% |
$145K - $151K
|
16.1K
$1.25M
|
|
|
Aug 14, 2023
Q2 2023
|
Jordan Park Group LLC
|
SELL
|
- |
-2.06K- 30.09% |
$145K - $152K
|
4.78K
$370K
|
|
|
Jul 11, 2023
Q2 2023
|
Paragon Capital Management LTD
|
SELL
|
- |
-2.08K- 4.61% |
$147K - $153K
|
43K
$3.33M
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO
|
SELL
|
- |
-2.08K- 1.18% |
$147K - $154K
|
174K
$13.5M
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2.09K- 11.04% |
$148K - $154K
|
16.8K
$1.3M
|
|
|
Jul 17, 2023
Q2 2023
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-2.09K- 34.41% |
$148K - $155K
|
3.99K
$309K
|
|
|
Jul 18, 2023
Q2 2023
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-2.12K- 16.76% |
$150K - $156K
|
10.5K
$814K
|
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-2.16K- 1.1% |
$153K - $160K
|
194K
$15M
|
|
|
Aug 14, 2023
Q2 2023
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-2.17K- 1.95% |
$153K - $160K
|
109K
$8.45M
|
|
|
Jul 12, 2023
Q2 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-2.18K- 5.77% |
$154K - $161K
|
35.6K
$2.76M
|
|
|
Jul 06, 2023
Q2 2023
|
Apella Capital, LLC
|
SELL
|
- |
-2.19K- 23.53% |
$155K - $162K
|
7.11K
$551K
|
|
|
Aug 14, 2023
Q2 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-2.19K- 3.62% |
$155K - $162K
|
58.3K
$4.52M
|
|
|
Jul 13, 2023
Q2 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-2.24K- 1.97% |
$158K - $166K
|
111K
$8.64M
|
|
|
Aug 14, 2023
Q2 2023
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-2.24K- 6.69% |
$159K - $166K
|
31.3K
$2.42M
|
|
|
Jul 19, 2023
Q2 2023
|
Tap Consulting, LLC
|
SELL
|
- |
-2.26K- 4.51% |
$160K - $167K
|
47.9K
$3.71M
|
|
|
Aug 08, 2023
Q2 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-2.28K- 4.77% |
$161K - $168K
|
45.4K
$3.52M
|
|
|
Aug 11, 2023
Q2 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-2.3K- 1.99% |
$162K - $170K
|
113K
$8.76M
|
|
|
Aug 11, 2023
Q2 2023
|
Destination Wealth Management
|
SELL
|
- |
-2.3K- 0.54% |
$163K - $170K
|
425K
$32.9M
|
|
|
Jul 14, 2023
Q2 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-2.37K- 2.31% |
$167K - $175K
|
100K
$7.75M
|
|
|
Jul 17, 2023
Q2 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-2.4K- 33.42% |
$169K - $177K
|
4.77K
$370K
|
|
|
Jul 31, 2023
Q2 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-2.41K- 17.31% |
$170K - $178K
|
11.5K
$893K
|
|
|
Jul 21, 2023
Q2 2023
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-2.43K- 3.58% |
$172K - $180K
|
65.5K
$5.07M
|
|
|
Jul 26, 2023
Q2 2023
|
Cx Institutional
|
SELL
|
- |
-2.44K- 5.55% |
$172K - $180K
|
41.5K
$3.21M
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-2.47K- 3.08% |
$175K - $183K
|
77.9K
$6.04M
|
|
|
Jul 10, 2023
Q2 2023
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-2.48K- 7.8% |
$175K - $183K
|
29.3K
$2.27M
|
|
|
Aug 01, 2023
Q2 2023
|
Fiducient Advisors LLC
|
SELL
|
- |
-2.49K- 26.02% |
$176K - $184K
|
7.09K
$549K
|
|
|
Jul 13, 2023
Q2 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-2.51K- 4.9% |
$178K - $186K
|
48.8K
$3.78M
|
|
|
Jul 31, 2023
Q2 2023
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-2.53K- 2.73% |
$179K - $187K
|
90.1K
$6.98M
|
|
|
Aug 10, 2023
Q2 2023
|
E Rn Financial, LLC
|
SELL
|
- |
-2.54K- 3.14% |
$179K - $187K
|
78.1K
$6.06M
|
|
|
Jul 25, 2023
Q2 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-2.56K- 1.34% |
$181K - $189K
|
189K
$14.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Linker Capital Management Inc.
|
SELL
|
- |
-2.61K- 30.36% |
$184K - $193K
|
5.98K
$464K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-2.63K- 11.21% |
$186K - $195K
|
20.9K
$1.62M
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.68K- 1.7% |
$189K - $198K
|
155K
$12M
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-2.68K- 1.7% |
$189K - $198K
|
155K
$12M
|
|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-2.69K- 18.21% |
$190K - $199K
|
12.1K
$936K
|
|
|
Aug 14, 2023
Q2 2023
|
Fca Corp
Houston, TX |
SELL
|
- |
-2.69K- 26.54% |
$190K - $199K
|
7.45K
$578K
|
|
|
Oct 19, 2023
Q2 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-2.69K- 6.93% |
$190K - $199K
|
36.2K
$2.81M
|
|
|
Jan 16, 2024
Q2 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-2.69K- 6.93% |
$190K - $199K
|
36.2K
$2.81M
|
|
|
Jul 12, 2023
Q2 2023
|
Ht Partners LLC
|
SELL
|
- |
-2.71K- 0.44% |
$192K - $200K
|
610K
$47.3M
|
|
|
Jul 24, 2023
Q2 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-2.72K- 34.13% |
$192K - $201K
|
5.25K
$407K
|
|
|
Aug 14, 2023
Q2 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-2.75K- 4.79% |
$194K - $203K
|
54.5K
$4.23M
|
|
|
Jul 26, 2023
Q2 2023
|
Wealth Bridge Investment Counsel Inc.
|
SELL
|
- |
-2.75K- 1.81% |
$194K - $203K
|
149K
$11.6M
|
|
|
Jul 27, 2023
Q2 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-2.76K- 4.22% |
$195K - $204K
|
62.7K
$4.86M
|
|
|
Aug 07, 2023
Q2 2023
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-2.87K- 2.75% |
$203K - $212K
|
101K
$7.86M
|