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
|
Dorsey Wright & Associates
|
BUY
|
- |
40.8KNew |
$2.88M - $3.01M
|
40.8K
$3.16M
|
|
Aug 14, 2023
Q2 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
40.6K+ 6.2% |
$2.87M - $3M
|
695K
$53.9M
|
|
Aug 14, 2023
Q2 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
37.9K+ 287.09% |
$2.68M - $2.8M
|
51.1K
$3.96M
|
|
Sep 18, 2023
Q2 2023
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
37.7K+ 29.81% |
$2.66M - $2.78M
|
164K
$12.7M
|
|
Aug 11, 2023
Q2 2023
|
Genus Capital Management Inc.
Vancouver, A1 |
BUY
|
- |
37.3KNew |
$2.63M - $2.75M
|
37.3K
$2.89M
|
|
Aug 08, 2023
Q2 2023
|
West Coast Financial LLC
|
BUY
|
- |
36.5K+ 49.3% |
$2.58M - $2.7M
|
110K
$8.56M
|
|
Aug 03, 2023
Q2 2023
|
Scotia Capital Inc.
|
BUY
|
- |
36.3K+ 79.75% |
$2.56M - $2.68M
|
81.7K
$6.33M
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
36.2K+ 63.93% |
$2.55M - $2.67M
|
92.7K
$7.18M
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
35.4K+ 5.59% |
$2.5M - $2.62M
|
669K
$51.8M
|
|
Sep 28, 2023
Q2 2023
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
35.4KNew |
$2.5M - $2.62M
|
35.4K
$2.74M
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
34.9K+ 89.77% |
$2.47M - $2.58M
|
73.8K
$5.72M
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
34.9K+ 181.54% |
$2.47M - $2.58M
|
54.1K
$4.19M
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
34.8K+ 93.63% |
$2.46M - $2.57M
|
72K
$5.58M
|
|
Jul 21, 2023
Q2 2023
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
33.4KNew |
$2.36M - $2.46M
|
33.4K
$2.59M
|
|
Jul 10, 2023
Q2 2023
|
Maryland State Retirement & Pension System
|
BUY
|
- |
32.8KNew |
$2.32M - $2.42M
|
32.8K
$2.54M
|
|
Aug 11, 2023
Q2 2023
|
Becker Capital Management Inc
|
BUY
|
- |
32.2K+ 12.06% |
$2.27M - $2.38M
|
299K
$23.2M
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
31.9K+ 110.24% |
$2.25M - $2.36M
|
60.8K
$4.71M
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
31.8K+ 22.25% |
$2.25M - $2.35M
|
175K
$13.5M
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
31.5K+ 15.98% |
$2.22M - $2.32M
|
228K
$17.7M
|
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
31.4K+ 29.99% |
$2.22M - $2.32M
|
136K
$10.5M
|
|
Aug 15, 2023
Q2 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
30.9KNew |
$2.18M - $2.28M
|
30.9K
$2.4M
|
|
Jul 21, 2023
Q2 2023
|
Conning Inc.
|
BUY
|
- |
30.8K+ 9.8% |
$2.18M - $2.28M
|
345K
$26.7M
|
|
Jul 26, 2023
Q2 2023
|
Sageworth Trust CO
|
BUY
|
- |
28.7K+ 263.59% |
$2.03M - $2.12M
|
39.6K
$3.07M
|
|
Jul 25, 2023
Q2 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
28.5K+ 12.8% |
$2.02M - $2.11M
|
252K
$19.5M
|
|
Aug 14, 2023
Q2 2023
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
28.5KNew |
$2.01M - $2.11M
|
28.5K
$2.21M
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
28.4K+ 71.71% |
$2.01M - $2.1M
|
68K
$5.27M
|
|
Jul 26, 2023
Q2 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
28.1KNew |
$1.98M - $2.08M
|
28.1K
$2.18M
|
|
Aug 11, 2023
Q2 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
27.9K+ 23.58% |
$1.97M - $2.06M
|
146K
$11.3M
|
|
Aug 02, 2023
Q2 2023
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
26.9K+ 15.29% |
$1.9M - $1.99M
|
203K
$15.7M
|
|
Jul 21, 2023
Q2 2023
|
Friedenthal Financial
|
BUY
|
- |
26.1KNew |
$1.84M - $1.93M
|
26.1K
$2.02M
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
26KNew |
$1.84M - $1.92M
|
26K
$2.02M
|
|
Aug 10, 2023
Q2 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
25.2K+ 26.16% |
$1.78M - $1.86M
|
122K
$9.43M
|
|
Aug 11, 2023
Q2 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
25K+ 108.82% |
$1.77M - $1.85M
|
48K
$3.72M
|
|
Jul 24, 2023
Q2 2023
|
Newport Capital Group, LLC
|
BUY
|
- |
24.2KNew |
$1.71M - $1.78M
|
24.2K
$1.87M
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
23.8K+ 64.27% |
$1.68M - $1.76M
|
60.8K
$4.71M
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
22.9K+ 17.81% |
$1.62M - $1.69M
|
151K
$11.7M
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
22.6K+ 212.0% |
$1.6M - $1.67M
|
33.3K
$2.58M
|
|
Nov 16, 2023
Q2 2023
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
BUY
|
- |
21.4K+ 60.74% |
$1.51M - $1.58M
|
56.6K
$4.38M
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
21.3K+ 15.36% |
$1.51M - $1.57M
|
160K
$12.4M
|
|
Feb 02, 2024
Q2 2023
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
21.2KNew |
$1.5M - $1.57M
|
21.2K
$1.64M
|
|
Jul 21, 2023
Q2 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
20.5K+ 5.8% |
$1.45M - $1.51M
|
373K
$28.9M
|
|
Jul 18, 2023
Q2 2023
|
Ifg Advisors, LLC
|
BUY
|
- |
20.4K+ 5.45% |
$1.44M - $1.51M
|
394K
$30.5M
|
|
Aug 02, 2023
Q2 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
19.8K+ 3.21% |
$1.4M - $1.46M
|
636K
$49.3M
|
|
Aug 14, 2023
Q2 2023
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
19.8K+ 87.6% |
$1.4M - $1.46M
|
42.4K
$3.28M
|
|
Aug 14, 2023
Q2 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
19.7KNew |
$1.39M - $1.46M
|
19.7K
$1.53M
|
|
Jul 12, 2023
Q2 2023
|
Professional Financial Advisors, LLC
|
BUY
|
- |
19.3KNew |
$1.36M - $1.43M
|
19.3K
$1.5M
|
|
Aug 09, 2023
Q2 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
18.9K+ 5.53% |
$1.33M - $1.39M
|
360K
$27.9M
|
|
Aug 09, 2023
Q2 2023
|
Camden Capital, LLC
|
BUY
|
- |
18.8K+ 224.12% |
$1.33M - $1.39M
|
27.2K
$2.11M
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
18.8KNew |
$1.33M - $1.39M
|
18.8K
$1.46M
|
|
Aug 03, 2023
Q2 2023
|
Corundum Trust Company, Inc
Sioux Falls, SD |
BUY
|
- |
18.7KNew |
$1.32M - $1.38M
|
18.7K
$1.45M
|