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 14, 2023
Q2 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
18.1K+ 29.31% |
$1.28M - $1.34M
|
79.9K
$6.19M
|
|
Aug 10, 2023
Q2 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
18.1K+ 5.71% |
$1.28M - $1.34M
|
335K
$26M
|
|
Aug 03, 2023
Q2 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
17.9K+ 29.41% |
$1.26M - $1.32M
|
78.8K
$6.1M
|
|
Aug 04, 2023
Q2 2023
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
17.7KNew |
$1.25M - $1.31M
|
17.7K
$1.37M
|
|
Nov 20, 2023
Q2 2023
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
17.6KNew |
$1.24M - $1.3M
|
17.6K
$1.37M
|
|
Jul 12, 2023
Q2 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
17.5K+ 75.29% |
$1.23M - $1.29M
|
40.6K
$3.15M
|
|
Aug 10, 2023
Q2 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
17.4K+ 75.85% |
$1.23M - $1.29M
|
40.4K
$3.13M
|
|
Jul 11, 2023
Q2 2023
|
Members Trust CO
|
BUY
|
- |
16.9K+ 56.69% |
$1.2M - $1.25M
|
46.8K
$3.62M
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
16.5K+ 76.48% |
$1.17M - $1.22M
|
38.2K
$2.96M
|
|
Jul 12, 2023
Q2 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
16.4K+ 16.8% |
$1.16M - $1.21M
|
114K
$8.84M
|
|
Jul 26, 2023
Q2 2023
|
G&S Capital LLC
|
BUY
|
- |
16.1KNew |
$1.14M - $1.19M
|
16.1K
$1.25M
|
|
Aug 14, 2023
Q2 2023
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
16.1K+ 22.18% |
$1.14M - $1.19M
|
88.7K
$6.88M
|
|
Aug 11, 2023
Q2 2023
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
16K+ 17.09% |
$1.13M - $1.18M
|
110K
$8.51M
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
15.4K+ 47.96% |
$1.09M - $1.14M
|
47.5K
$3.68M
|
|
Aug 14, 2023
Q2 2023
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
15.3K+ 1.05% |
$1.08M - $1.13M
|
1.48M
$114M
|
|
Aug 11, 2023
Q2 2023
|
Harvest Investment Services, LLC
|
BUY
|
- |
15.1KNew |
$1.07M - $1.12M
|
15.1K
$1.17M
|
|
Aug 11, 2023
Q2 2023
|
Stone X Group Inc.
|
BUY
|
- |
15.1K+ 7.77% |
$1.07M - $1.12M
|
210K
$16.3M
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
14.9K+ 1306.49% |
$1.05M - $1.1M
|
16K
$1.24M
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
14.7K+ 12.45% |
$1.04M - $1.09M
|
133K
$10.3M
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
14.7K+ 35.17% |
$1.04M - $1.08M
|
56.4K
$4.37M
|
|
Aug 24, 2023
Q2 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
14.6K+ 172.62% |
$1.03M - $1.08M
|
23K
$1.78M
|
|
Jul 27, 2023
Q2 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
14.4K+ 2.05% |
$1.02M - $1.07M
|
719K
$55.8M
|
|
Aug 14, 2023
Q2 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
BUY
|
- |
14.4KNew |
$1.02M - $1.06M
|
14.4K
$1.12M
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
14.1K+ 4.62% |
$998K - $1.04M
|
320K
$24.8M
|
|
Aug 04, 2023
Q2 2023
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
14K+ 4.01% |
$989K - $1.03M
|
363K
$28.1M
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
14K+ 30.76% |
$987K - $1.03M
|
59.4K
$4.6M
|
|
Aug 07, 2023
Q2 2023
|
Palisade Asset Management, LLC
|
BUY
|
- |
13.9K+ 58.7% |
$985K - $1.03M
|
37.7K
$2.92M
|
|
Aug 14, 2023
Q2 2023
|
Kingfisher Capital LLC
|
BUY
|
- |
13.9KNew |
$981K - $1.03M
|
13.9K
$1.08M
|
|
Aug 03, 2023
Q2 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
13.7K+ 1853.93% |
$967K - $1.01M
|
14.4K
$1.12M
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
13.4K+ 16.4% |
$947K - $991K
|
95.2K
$7.38M
|
|
Aug 07, 2023
Q2 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
13.4K+ 79.74% |
$945K - $989K
|
30.2K
$2.34M
|
|
Nov 21, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
13.4K+ 1.12% |
$944K - $987K
|
1.21M
$93.8M
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
13.2K+ 9.13% |
$930K - $973K
|
157K
$12.2M
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
13.1K+ 5.29% |
$929K - $971K
|
262K
$20.3M
|
|
Jul 20, 2023
Q2 2023
|
Bailard, Inc.
|
BUY
|
- |
13K+ 1.21% |
$920K - $962K
|
1.09M
$84.7M
|
|
Aug 11, 2023
Q2 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
12.8K+ 30.39% |
$901K - $942K
|
54.7K
$4.24M
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
12.7K+ 17.0% |
$894K - $935K
|
87.1K
$6.75M
|
|
Aug 07, 2023
Q2 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
12.6KNew |
$893K - $934K
|
12.6K
$980K
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
12.6K+ 27.12% |
$889K - $930K
|
59K
$4.57M
|
|
Aug 11, 2023
Q2 2023
|
Ironwood Investment Management LLC
Boston, MA |
BUY
|
- |
12.4K+ 16.14% |
$879K - $919K
|
89.5K
$6.94M
|
|
Jul 17, 2023
Q2 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
12.3K+ 2368.52% |
$872K - $912K
|
12.9K
$997K
|
|
Jul 19, 2023
Q2 2023
|
Krilogy Financial LLC
|
BUY
|
- |
12.3K+ 20.75% |
$866K - $906K
|
71.3K
$5.53M
|
|
Feb 16, 2024
Q2 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
12.2K+ 1.45% |
$864K - $904K
|
853K
$66.1M
|
|
Jul 13, 2023
Q2 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
12K+ 102.66% |
$849K - $888K
|
23.7K
$1.84M
|
|
Nov 13, 2023
Q2 2023
|
Townsquare Capital LLC
|
BUY
|
- |
12K+ 43.38% |
$849K - $888K
|
39.7K
$3.08M
|
|
Aug 14, 2023
Q2 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
11.9K+ 0.59% |
$840K - $878K
|
2.04M
$158M
|
|
Aug 03, 2023
Q2 2023
|
United Bank
Vienna, VA |
BUY
|
- |
11.9K+ 69.14% |
$838K - $876K
|
29K
$2.25M
|
|
Aug 01, 2023
Q2 2023
|
Paulson Wealth Management Inc.
|
BUY
|
- |
11.7K+ 3.4% |
$827K - $865K
|
356K
$27.6M
|
|
Aug 02, 2023
Q2 2023
|
Efg Capital International Corp.
Miami, FL |
BUY
|
- |
11.6KNew |
$822K - $860K
|
11.6K
$902K
|
|
Aug 07, 2023
Q2 2023
|
New York State Common Retirement Fund
|
BUY
|
- |
11.4K+ 18.97% |
$805K - $841K
|
71.4K
$5.53M
|