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
|
Sun Life Financial Inc
Toronto, A6 |
BUY
|
- |
11.3K+ 26.24% |
$799K - $835K
|
54.4K
$4.21M
|
|
|
Jul 24, 2023
Q2 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
11.1KNew |
$782K - $817K
|
11.1K
$857K
|
|
|
Jul 19, 2023
Q2 2023
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
11K+ 213.43% |
$778K - $814K
|
16.2K
$1.25M
|
|
|
Jul 24, 2023
Q2 2023
|
Financial Services Advisory Inc
|
BUY
|
- |
11K+ 22.36% |
$775K - $811K
|
60.1K
$4.65M
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
10.9K+ 0.49% |
$773K - $809K
|
2.23M
$173M
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
10.9KNew |
$771K - $806K
|
10.9K
$846K
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
10.9K+ 47.68% |
$769K - $804K
|
33.7K
$2.61M
|
|
|
Aug 04, 2023
Q2 2023
|
Adviser Investments LLC
|
BUY
|
- |
10.7K+ 110.21% |
$758K - $792K
|
20.5K
$1.59M
|
|
|
Aug 14, 2023
Q2 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
10.7K+ 24.8% |
$753K - $787K
|
53.6K
$4.16M
|
|
|
Jul 10, 2023
Q2 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
10.7K+ 43.91% |
$753K - $787K
|
34.9K
$2.71M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
10.6K+ 307.4% |
$751K - $786K
|
14.1K
$1.09M
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
10.6K+ 2.06% |
$751K - $785K
|
526K
$40.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
10.6K+ 3.45% |
$750K - $784K
|
318K
$24.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
10.4K+ 14.45% |
$735K - $769K
|
82.4K
$6.39M
|
|
|
Jul 31, 2023
Q2 2023
|
Brighton Jones LLC
|
BUY
|
- |
10.4K+ 4.59% |
$734K - $768K
|
237K
$18.4M
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
10.2K+ 34.24% |
$721K - $754K
|
40K
$3.1M
|
|
|
Jul 11, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
10.1KNew |
$715K - $747K
|
10.1K
$784K
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
9.97K+ 3.51% |
$704K - $737K
|
294K
$22.8M
|
|
|
Aug 11, 2023
Q2 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
9.9K+ 16.1% |
$699K - $731K
|
71.4K
$5.53M
|
|
|
Aug 11, 2023
Q2 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
9.8KNew |
$693K - $724K
|
9.8K
$760K
|
|
|
Aug 08, 2023
Q2 2023
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
9.75KNew |
$689K - $721K
|
9.75K
$756K
|
|
|
Aug 08, 2023
Q2 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
9.68K+ 20.66% |
$684K - $716K
|
56.6K
$4.38M
|
|
|
Jul 28, 2023
Q2 2023
|
Wood Trust Financial Corp
|
BUY
|
- |
9.59K+ 1.36% |
$678K - $709K
|
715K
$55.4M
|
|
|
Aug 03, 2023
Q2 2023
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
9.42KNew |
$666K - $696K
|
9.42K
$730K
|
|
|
Aug 11, 2023
Q2 2023
|
Cavalier Investments, LLC
|
BUY
|
- |
9.34K+ 6.84% |
$660K - $690K
|
146K
$11.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
9.23K+ 5.25% |
$652K - $682K
|
185K
$14.3M
|
|
|
Jul 11, 2023
Q2 2023
|
Btc Capital Management, Inc.
|
BUY
|
- |
9.18K+ 2.66% |
$649K - $679K
|
355K
$27.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
8.94KNew |
$632K - $661K
|
8.94K
$693K
|
|
|
Aug 09, 2023
Q2 2023
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
8.94K+ 14.39% |
$632K - $661K
|
71.1K
$5.51M
|
|
|
Aug 07, 2023
Q2 2023
|
Berkshire Money Management, Inc.
|
BUY
|
- |
8.71K+ 6.89% |
$615K - $644K
|
135K
$10.5M
|
|
|
Aug 08, 2023
Q2 2023
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
8.61KNew |
$609K - $637K
|
8.61K
$668K
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
8.59K+ 12.29% |
$607K - $635K
|
78.5K
$6.08M
|
|
|
Aug 06, 2024
Q2 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
8.44KNew |
$596K - $624K
|
8.44K
$654K
|
|
|
Jul 26, 2023
Q2 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
8.4K+ 2.09% |
$594K - $621K
|
410K
$31.8M
|
|
|
Jul 24, 2023
Q2 2023
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
8.39K+ 62.78% |
$593K - $620K
|
21.8K
$1.69M
|
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
8.35K+ 1.42% |
$590K - $617K
|
598K
$46.3M
|
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
8.17KNew |
$578K - $604K
|
8.17K
$633K
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
8.08K+ 22.43% |
$571K - $597K
|
44.1K
$3.42M
|
|
|
Aug 03, 2023
Q2 2023
|
Crestone Asset Management LLC
|
BUY
|
- |
8.04K+ 5.99% |
$568K - $594K
|
142K
$11M
|
|
|
Jul 19, 2023
Q2 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
8.02KNew |
$567K - $593K
|
8.02K
$622K
|
|
|
Aug 10, 2023
Q2 2023
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
7.99K+ 74.73% |
$565K - $591K
|
18.7K
$1.45M
|
|
|
Jul 17, 2023
Q2 2023
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
7.99KNew |
$564K - $590K
|
7.99K
$619K
|
|
|
Jan 12, 2024
Q2 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
7.95KNew |
$562K - $588K
|
7.95K
$616K
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
7.56K+ 18.29% |
$534K - $558K
|
48.9K
$3.79M
|
|
|
Jul 28, 2023
Q2 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
7.51K+ 431.72% |
$531K - $555K
|
9.25K
$717K
|
|
|
Nov 15, 2023
Q2 2023
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
7.42KNew |
$525K - $549K
|
7.42K
$575K
|
|
|
Aug 14, 2023
Q2 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
7.1K+ 2.53% |
$502K - $525K
|
288K
$22.3M
|
|
|
Aug 06, 2024
Q2 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
7.1K+ 2.53% |
$502K - $525K
|
288K
$22.3M
|
|
|
Jul 27, 2023
Q2 2023
|
Financial Counselors Inc
|
BUY
|
- |
7.1K+ 5.39% |
$501K - $524K
|
139K
$10.8M
|
|
|
Jul 31, 2023
Q2 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
7.01K+ 15.34% |
$495K - $518K
|
52.7K
$4.09M
|