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 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-23K- 3.29% |
$1.62M - $1.7M
|
676K
$52.4M
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-23.1K- 20.72% |
$1.63M - $1.7M
|
88.2K
$6.83M
|
|
|
Jul 18, 2023
Q2 2023
|
Members Trust CO
|
SELL
|
- |
-23.7K- 50.58% |
$1.67M - $1.75M
|
23.1K
$1.79M
|
|
|
Jul 13, 2023
Q2 2023
|
Fluent Financial, LLC
|
SELL
|
- |
-24.2K- 49.53% |
$1.71M - $1.79M
|
24.7K
$1.91M
|
|
|
Aug 07, 2023
Q2 2023
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-26.4K- 50.0% |
$1.87M - $1.95M
|
26.4K
$2.05M
|
|
|
Jul 21, 2023
Q2 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-26.6K- 3.02% |
$1.88M - $1.96M
|
853K
$66.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-26.7K- 27.76% |
$1.89M - $1.97M
|
69.5K
$5.39M
|
|
|
Jul 17, 2023
Q2 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-26.7K- 11.73% |
$1.89M - $1.98M
|
201K
$15.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Nvwm, LLC
|
SELL
|
- |
-26.8K- 39.74% |
$1.89M - $1.98M
|
40.6K
$3.15M
|
|
|
Aug 01, 2023
Q2 2023
|
Avestar Capital, LLC
|
SELL
|
- |
-26.8K- 10.71% |
$1.9M - $1.98M
|
224K
$17.3M
|
|
|
Jul 24, 2023
Q2 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-26.9K- 12.88% |
$1.9M - $1.99M
|
182K
$14.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-26.9K- 8.67% |
$1.9M - $1.99M
|
284K
$22M
|
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
SELL
|
- |
-27K- 1.38% |
$1.91M - $2M
|
1.94M
$150M
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-28.4K- 50.16% |
$2.01M - $2.1M
|
28.2K
$2.19M
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
SELL
|
- |
-29.1K- 75.92% |
$2.05M - $2.15M
|
9.22K
$714K
|
|
|
Aug 07, 2023
Q2 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-29.8K- 33.2% |
$2.11M - $2.2M
|
59.9K
$4.65M
|
|
|
Jul 10, 2023
Q2 2023
|
Parkside Advisors LLC
|
SELL
|
- |
-30.4K- 9.54% |
$2.15M - $2.25M
|
289K
$22.4M
|
|
|
Aug 03, 2023
Q2 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-30.6K- 75.96% |
$2.16M - $2.26M
|
9.69K
$751K
|
|
|
Aug 02, 2023
Q2 2023
|
Amg National Trust Bank
|
SELL
|
- |
-30.7K- 3.56% |
$2.17M - $2.27M
|
832K
$64.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-30.8K- 77.97% |
$2.18M - $2.28M
|
8.71K
$675K
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-31.3K- 3.38% |
$2.21M - $2.31M
|
895K
$69.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-31.5K- 10.75% |
$2.23M - $2.33M
|
262K
$20.3M
|
|
|
Aug 15, 2023
Q2 2023
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-31.6K- 25.48% |
$2.23M - $2.33M
|
92.3K
$7.16M
|
|
|
Jul 21, 2023
Q2 2023
|
Corundum Group, Inc.
|
SELL
|
- |
-33.8K- 22.23% |
$2.39M - $2.5M
|
118K
$9.16M
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-33.9K- 2.47% |
$2.4M - $2.51M
|
1.34M
$104M
|
|
|
Aug 14, 2023
Q2 2023
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-35.6K- 7.25% |
$2.51M - $2.63M
|
455K
$35.2M
|
|
|
Jun 20, 2024
Q2 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-35.8K- 12.4% |
$2.53M - $2.65M
|
253K
$19.6M
|
|
|
Jul 25, 2023
Q2 2023
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-36.4K- 11.31% |
$2.57M - $2.69M
|
286K
$22.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-39.1K- 6.19% |
$2.76M - $2.89M
|
592K
$45.9M
|
|
|
Aug 04, 2023
Q2 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-39.8K- 45.09% |
$2.81M - $2.94M
|
48.4K
$3.75M
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-42.3K- 79.33% |
$2.99M - $3.13M
|
11K
$855K
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-42.5K- 1.23% |
$3M - $3.14M
|
3.42M
$265M
|
|
|
Aug 14, 2023
Q2 2023
|
De Burlo Group Inc
Boston, MA |
SELL
|
- |
-44.5K- 33.66% |
$3.14M - $3.29M
|
87.7K
$6.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-45.5K- 18.84% |
$3.22M - $3.36M
|
196K
$15.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-46.2K- 24.48% |
$3.27M - $3.42M
|
143K
$11.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-48.5K- 4.74% |
$3.43M - $3.59M
|
974K
$75.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-48.9K- 39.66% |
$3.46M - $3.62M
|
74.5K
$5.77M
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
SELL
|
- |
-52.9K- 2.1% |
$3.74M - $3.91M
|
2.46M
$191M
|
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-53.5K- 3.03% |
$3.78M - $3.95M
|
1.71M
$133M
|
|
|
Aug 08, 2023
Q2 2023
|
Rovin Capital
|
SELL
|
- |
-58.3K- 32.5% |
$4.12M - $4.3M
|
121K
$9.38M
|
|
|
Jul 14, 2023
Q2 2023
|
Wcm Investment Management, LLC
Laguna Beach, CA |
SELL
|
- |
-67.7K- 95.46% |
$4.78M - $5M
|
3.22K
$249K
|
|
|
Aug 21, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-67.8K- 6.96% |
$4.79M - $5.01M
|
907K
$70.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-68.3K- 19.68% |
$4.82M - $5.04M
|
279K
$21.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-68.6K- 85.0% |
$4.85M - $5.07M
|
12.1K
$938K
|
|
|
Aug 02, 2023
Q2 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-69.7K- 21.96% |
$4.93M - $5.15M
|
248K
$19.2M
|
|
|
Sep 26, 2023
Q2 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-71.7K- 95.68% |
$5.07M - $5.3M
|
3.24K
$251K
|
|
|
Aug 11, 2023
Q2 2023
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-73.7K- 64.26% |
$5.21M - $5.44M
|
41K
$3.18M
|
|
|
Jul 26, 2023
Q2 2023
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-74.3K- 41.5% |
$5.25M - $5.49M
|
105K
$8.12M
|
|
|
Aug 14, 2023
Q2 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-75.1K- 78.19% |
$5.31M - $5.55M
|
21K
$1.62M
|
|
|
Jul 31, 2023
Q2 2023
|
Cambiar Investors LLC
|
SELL
|
- |
-75.9K- 52.64% |
$5.36M - $5.61M
|
68.3K
$5.29M
|