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 15, 2023
Q2 2023
|
Fishman Jay A LTD
Troy, MI |
SELL
|
- |
-5.23K- 29.07% |
$369K - $386K
|
12.8K
$988K
|
|
|
Aug 08, 2023
Q2 2023
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-5.27K- 61.94% |
$372K - $389K
|
3.24K
$251K
|
|
|
Aug 11, 2023
Q2 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-5.28K- 25.05% |
$373K - $390K
|
15.8K
$1.23M
|
|
|
Aug 07, 2023
Q2 2023
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-5.3K- 21.91% |
$375K - $392K
|
18.9K
$1.46M
|
|
|
Jul 18, 2023
Q2 2023
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-5.67K- 35.87% |
$401K - $419K
|
10.1K
$786K
|
|
|
Aug 14, 2023
Q2 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-5.73K- 6.64% |
$405K - $424K
|
80.6K
$6.25M
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-5.74K- 25.63% |
$406K - $424K
|
16.7K
$1.29M
|
|
|
Jul 13, 2023
Q2 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-5.78K- 7.77% |
$408K - $427K
|
68.6K
$5.31M
|
|
|
Aug 03, 2023
Q2 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-5.81K- 33.1% |
$410K - $429K
|
11.7K
$910K
|
|
|
Jul 12, 2023
Q2 2023
|
Patton Fund Management, Inc.
|
SELL
|
- |
-5.84K- 2.56% |
$413K - $431K
|
222K
$17.2M
|
|
|
Jul 19, 2023
Q2 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-5.87K- 5.34% |
$415K - $434K
|
104K
$8.07M
|
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-5.95K- 4.06% |
$421K - $440K
|
141K
$10.9M
|
|
|
Aug 02, 2023
Q2 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-5.98K- 4.96% |
$423K - $442K
|
115K
$8.89M
|
|
|
Aug 07, 2023
Q2 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
SELL
|
- |
-6.03K- 4.33% |
$426K - $446K
|
133K
$10.3M
|
|
|
Aug 11, 2023
Q2 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-6.18K- 6.47% |
$437K - $456K
|
89.4K
$6.93M
|
|
|
Aug 10, 2023
Q2 2023
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-6.29K- 3.78% |
$444K - $465K
|
160K
$12.4M
|
|
|
Dec 12, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-6.42K- 50.27% |
$454K - $475K
|
6.35K
$492K
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-6.43K- 6.33% |
$454K - $475K
|
95.1K
$7.37M
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-6.45K- 24.42% |
$455K - $476K
|
20K
$1.55M
|
|
|
Aug 11, 2023
Q2 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-6.5K- 1.38% |
$459K - $480K
|
465K
$36M
|
|
|
Jul 26, 2023
Q2 2023
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-6.58K- 2.98% |
$465K - $486K
|
214K
$16.6M
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-6.61K- 15.16% |
$467K - $488K
|
37K
$2.86M
|
|
|
Aug 10, 2023
Q2 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-6.88K- 8.29% |
$486K - $508K
|
76.1K
$5.9M
|
|
|
Jul 12, 2023
Q2 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-6.94K- 4.74% |
$491K - $513K
|
140K
$10.8M
|
|
|
Jul 11, 2023
Q2 2023
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-6.97K- 5.6% |
$493K - $515K
|
118K
$9.11M
|
|
|
Aug 11, 2023
Q2 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-6.98K- 8.94% |
$493K - $516K
|
71.1K
$5.51M
|
|
|
Jul 11, 2023
Q2 2023
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-7.11K- 5.46% |
$502K - $525K
|
123K
$9.53M
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-7.17K- 3.66% |
$507K - $530K
|
189K
$14.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-7.18K- 0.32% |
$507K - $530K
|
2.21M
$171M
|
|
|
Aug 02, 2023
Q2 2023
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-7.19K- 6.89% |
$508K - $531K
|
97.2K
$7.53M
|
|
|
Aug 09, 2023
Q2 2023
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-7.2K- 47.5% |
$509K - $532K
|
7.95K
$616K
|
|
|
Jul 19, 2023
Q2 2023
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
SELL
|
- |
-7.48K- 3.53% |
$529K - $553K
|
205K
$15.9M
|
|
|
Jul 17, 2023
Q2 2023
|
Brewster Financial Planning LLC
|
SELL
|
- |
-7.6K- 2.55% |
$537K - $561K
|
291K
$22.5M
|
|
|
Jul 26, 2023
Q2 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-7.61K- 19.63% |
$538K - $562K
|
31.1K
$2.41M
|
|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-7.72K- 9.62% |
$545K - $570K
|
72.5K
$5.62M
|
|
|
Aug 11, 2023
Q2 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-7.73K- 1.12% |
$546K - $571K
|
681K
$52.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Allie Family Office LLC
|
SELL
|
- |
-7.8K- 3.13% |
$551K - $576K
|
241K
$18.7M
|
|
|
Aug 01, 2023
Q2 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-8K- 59.55% |
$565K - $591K
|
5.43K
$421K
|
|
|
Aug 10, 2023
Q2 2023
|
Swan Global Investments, LLC
Durango, CO |
SELL
|
- |
-8K- 1.8% |
$565K - $591K
|
436K
$33.8M
|
|
|
Jul 25, 2023
Q2 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-8.23K- 3.17% |
$582K - $608K
|
251K
$19.5M
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-8.27K- 15.98% |
$584K - $611K
|
43.5K
$3.37M
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-8.37K- 1.5% |
$592K - $619K
|
550K
$42.6M
|
|
|
Jul 31, 2023
Q2 2023
|
Regis Management CO LLC
|
SELL
|
- |
-8.5K- 3.6% |
$601K - $628K
|
227K
$17.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Efficient Advisors, LLC
|
SELL
|
- |
-8.58K- 10.81% |
$606K - $634K
|
70.8K
$5.49M
|
|
|
Aug 11, 2023
Q2 2023
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-8.79K- 20.45% |
$621K - $649K
|
34.2K
$2.65M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital International Investors
Los Angeles, CA |
SELL
|
- |
-8.81K- 1.66% |
$623K - $651K
|
522K
$40.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-9.1K- 69.06% |
$643K - $672K
|
4.08K
$316K
|
|
|
Aug 02, 2023
Q2 2023
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-9.11K- 74.91% |
$643K - $673K
|
3.05K
$236K
|
|
|
Aug 11, 2023
Q2 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-9.15K- 8.79% |
$647K - $676K
|
95K
$7.36M
|
|
|
Jul 24, 2023
Q2 2023
|
Country Club Bank
|
SELL
|
- |
-9.18K- 2.44% |
$649K - $678K
|
367K
$28.4M
|