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 04, 2023
Q2 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-9.25K- 2.3% |
$653K - $683K
|
392K
$30.5M
|
|
|
Jul 06, 2023
Q2 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-9.57K- 3.58% |
$676K - $707K
|
258K
$20.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-9.85K- 69.88% |
$696K - $728K
|
4.24K
$331K
|
|
|
Aug 11, 2023
Q2 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-9.88K- 3.67% |
$698K - $730K
|
260K
$20.2M
|
|
|
Jul 21, 2023
Q2 2023
|
Private Ocean, LLC
|
SELL
|
- |
-10.2K- 29.13% |
$720K - $753K
|
24.8K
$1.93M
|
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-10.3K- 6.46% |
$730K - $763K
|
150K
$11.7M
|
|
|
Aug 09, 2023
Q2 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-10.4K- 5.23% |
$738K - $772K
|
189K
$14.7M
|
|
|
Jul 21, 2023
Q2 2023
|
Sequent Asset Management, LLC
|
SELL
|
- |
-11.1K- 33.51% |
$786K - $822K
|
22.1K
$1.72M
|
|
|
Jul 20, 2023
Q2 2023
|
Jmac Enterprises LLC
|
SELL
|
- |
-11.3K- 23.48% |
$797K - $833K
|
36.7K
$2.86M
|
|
|
Aug 10, 2023
Q2 2023
|
Prism Advisors, Inc.
|
SELL
|
- |
-11.7K- 4.02% |
$825K - $863K
|
279K
$21.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-11.9K- 18.13% |
$843K - $882K
|
53.9K
$4.2M
|
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
SELL
|
- |
-11.9K- 4.37% |
$844K - $882K
|
261K
$20.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-12K- 22.37% |
$850K - $889K
|
41.7K
$3.25M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-12K- 2.37% |
$850K - $889K
|
496K
$38.6M
|
|
|
Jul 18, 2023
Q2 2023
|
Churchill Management Corp
|
SELL
|
- |
-12.1K- 0.46% |
$854K - $893K
|
2.62M
$204M
|
|
|
Aug 10, 2023
Q2 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-12.1K- 1.86% |
$857K - $896K
|
639K
$49.8M
|
|
|
Nov 13, 2023
Q2 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-12.1K- 1.86% |
$857K - $896K
|
639K
$49.8M
|
|
|
Jul 28, 2023
Q2 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-12.2K- 41.96% |
$862K - $901K
|
16.9K
$1.31M
|
|
|
Aug 03, 2023
Q2 2023
|
Simmons Bank
|
SELL
|
- |
-12.2K- 8.97% |
$862K - $901K
|
124K
$9.64M
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-12.2K- 1.36% |
$864K - $904K
|
889K
$69.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-12.4K- 15.62% |
$878K - $918K
|
67.1K
$5.23M
|
|
|
Aug 10, 2023
Q2 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-12.5K- 9.84% |
$882K - $922K
|
114K
$8.91M
|
|
|
Jul 13, 2023
Q2 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-12.7K- 2.18% |
$899K - $940K
|
570K
$44.4M
|
|
|
Jul 27, 2023
Q2 2023
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-13.3K- 73.18% |
$942K - $985K
|
4.89K
$381K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-13.8K- 0.65% |
$973K - $1.02M
|
2.11M
$164M
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-13.8K- 0.67% |
$978K - $1.02M
|
2.06M
$160M
|
|
|
Jul 18, 2023
Q2 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-14.1K- 23.66% |
$998K - $1.04M
|
45.6K
$3.55M
|
|
|
Jul 03, 2023
Q2 2023
|
Lbj Family Wealth Advisors, Ltd.
|
SELL
|
- |
-14.2K- 12.5% |
$1M - $1.05M
|
99.3K
$7.74M
|
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-14.5K- 43.56% |
$1.02M - $1.07M
|
18.8K
$1.46M
|
|
|
Aug 10, 2023
Q2 2023
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-14.6K- 6.42% |
$1.03M - $1.08M
|
212K
$16.6M
|
|
|
Jul 17, 2023
Q2 2023
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-15.4K- 2.76% |
$1.09M - $1.14M
|
542K
$42.2M
|
|
|
Aug 04, 2023
Q2 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-15.7K- 2.84% |
$1.11M - $1.16M
|
537K
$41.8M
|
|
|
Jul 18, 2023
Q2 2023
|
Cutler Group LP
|
SELL
|
- |
-15.7K- 98.68% |
$1.11M - $1.16M
|
210
$16.4K
|
|
|
Aug 09, 2023
Q2 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
SELL
|
- |
-16.4K- 24.12% |
$1.16M - $1.21M
|
51.4K
$4.01M
|
|
|
Jul 10, 2023
Q2 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-16.7K- 10.87% |
$1.18M - $1.23M
|
137K
$10.7M
|
|
|
Aug 08, 2023
Q2 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-17.1K- 3.12% |
$1.21M - $1.26M
|
530K
$41.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Omers Administration Corp
Toronto, A6 |
SELL
|
- |
-18K- 4.78% |
$1.27M - $1.33M
|
359K
$28M
|
|
|
Jul 25, 2023
Q2 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-18.4K- 22.71% |
$1.3M - $1.36M
|
62.6K
$4.88M
|
|
|
Aug 10, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-18.6K- 1.51% |
$1.31M - $1.37M
|
1.21M
$94.3M
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-19.6K- 65.05% |
$1.39M - $1.45M
|
10.5K
$821K
|
|
|
Jul 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-19.6K- 38.8% |
$1.39M - $1.45M
|
31K
$2.41M
|
|
|
Aug 03, 2023
Q2 2023
|
Accredited Investors Inc.
|
SELL
|
- |
-19.9K- 1.55% |
$1.41M - $1.47M
|
1.26M
$98.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-20.1K- 95.66% |
$1.42M - $1.48M
|
910
$70.9K
|
|
|
Aug 09, 2023
Q2 2023
|
Regions Financial Corp
|
SELL
|
- |
-20.3K- 0.89% |
$1.44M - $1.5M
|
2.27M
$177M
|
|
|
Jul 24, 2023
Q2 2023
|
Twele Capital Management, Inc.
|
SELL
|
- |
-20.6K- 6.16% |
$1.45M - $1.52M
|
313K
$24.4M
|
|
|
Aug 07, 2023
Q2 2023
|
Acadian Asset Management LLC
Boston, MA |
SELL
|
- |
-20.8K- 29.06% |
$1.47M - $1.54M
|
50.9K
$3.96M
|
|
|
Jul 13, 2023
Q2 2023
|
Innova Wealth Partners
|
SELL
|
- |
-21K- 51.88% |
$1.48M - $1.55M
|
19.5K
$1.52M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-21.3K- 2.33% |
$1.51M - $1.58M
|
892K
$69.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-21.8K- 4.14% |
$1.54M - $1.61M
|
505K
$39.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Thornburg Investment Management Inc
|
SELL
|
- |
-22K- 26.71% |
$1.56M - $1.63M
|
60.4K
$4.71M
|