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 03, 2023
Q2 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
7KNew |
$495K - $517K
|
7K
$543K
|
|
Aug 11, 2023
Q2 2023
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
6.98KNew |
$493K - $516K
|
6.98K
$541K
|
|
May 20, 2024
Q2 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
6.98K+ 2.5% |
$493K - $515K
|
286K
$22.2M
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
6.97KNew |
$493K - $515K
|
6.97K
$541K
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
6.88KNew |
$486K - $508K
|
6.88K
$533K
|
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
6.79K+ 196.92% |
$480K - $502K
|
10.2K
$793K
|
|
Jul 28, 2023
Q2 2023
|
Verger Capital Management LLC
|
BUY
|
- |
6.67K+ 2.11% |
$472K - $493K
|
323K
$25.1M
|
|
Jul 31, 2023
Q2 2023
|
Strs Ohio
|
BUY
|
- |
6.57K+ 21.61% |
$464K - $486K
|
37K
$2.87M
|
|
Aug 14, 2023
Q2 2023
|
Hms Capital Management, LLC
|
BUY
|
- |
6.56K+ 8.65% |
$464K - $485K
|
82.4K
$6.39M
|
|
Jul 21, 2023
Q2 2023
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
6.52KNew |
$461K - $482K
|
6.52K
$505K
|
|
Jul 17, 2023
Q2 2023
|
Wedmont Private Capital
|
BUY
|
- |
6.4K+ 69.1% |
$452K - $473K
|
15.7K
$1.21M
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
BUY
|
- |
6.35K+ 5.89% |
$448K - $469K
|
114K
$8.84M
|
|
Jul 13, 2023
Q2 2023
|
Prosperity Planning, Inc.
|
BUY
|
- |
6.27K+ 3.11% |
$443K - $463K
|
208K
$16.1M
|
|
Aug 11, 2023
Q2 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
6.24K+ 12.63% |
$441K - $461K
|
55.6K
$4.31M
|
|
Aug 10, 2023
Q2 2023
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
6.2K+ 9.91% |
$438K - $458K
|
68.8K
$5.33M
|
|
Jul 13, 2023
Q2 2023
|
Parisi Gray Wealth Management
|
BUY
|
- |
6K+ 5.14% |
$424K - $443K
|
123K
$9.5M
|
|
Aug 10, 2023
Q2 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
5.88K+ 3.39% |
$416K - $435K
|
179K
$13.9M
|
|
Jul 28, 2023
Q2 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
5.87K+ 14.49% |
$415K - $434K
|
46.4K
$3.59M
|
|
Aug 14, 2023
Q2 2023
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
5.77KNew |
$407K - $426K
|
5.77K
$447K
|
|
Aug 11, 2023
Q2 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
5.75K+ 8.7% |
$407K - $425K
|
71.9K
$5.57M
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
5.71K+ 22.84% |
$403K - $422K
|
30.7K
$2.38M
|
|
Aug 24, 2023
Q2 2023
|
Alamar Capital Management, LLC
|
BUY
|
- |
5.71K+ 17.2% |
$403K - $422K
|
38.9K
$3.01M
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
5.7K+ 1548.91% |
$403K - $421K
|
6.07K
$470K
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
5.68K+ 14.5% |
$401K - $419K
|
44.8K
$3.47M
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
5.57K+ 6.65% |
$393K - $411K
|
89.3K
$6.92M
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
5.51K+ 72.87% |
$389K - $407K
|
13.1K
$1.01M
|
|
Aug 10, 2023
Q2 2023
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
5.48K+ 101.28% |
$387K - $405K
|
10.9K
$844K
|
|
Aug 09, 2023
Q2 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
5.44KNew |
$384K - $402K
|
5.44K
$422K
|
|
Aug 08, 2023
Q2 2023
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
5.39KNew |
$381K - $398K
|
5.39K
$418K
|
|
Aug 10, 2023
Q2 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
5.36K+ 1.11% |
$379K - $396K
|
489K
$37.9M
|
|
Jul 31, 2023
Q2 2023
|
Credit Agricole S A
|
BUY
|
- |
5.35K+ 5.53% |
$378K - $396K
|
102K
$7.91M
|
|
Aug 04, 2023
Q2 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
5.31KNew |
$375K - $393K
|
5.31K
$412K
|
|
Aug 10, 2023
Q2 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
5.29KNew |
$374K - $391K
|
5.29K
$410K
|
|
Aug 11, 2023
Q2 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
5.23K+ 21.3% |
$370K - $386K
|
29.8K
$2.31M
|
|
Aug 11, 2023
Q2 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
5.16K+ 0.19% |
$364K - $381K
|
2.67M
$207M
|
|
Jul 18, 2023
Q2 2023
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
5.16KNew |
$364K - $381K
|
5.16K
$400K
|
|
Aug 10, 2023
Q2 2023
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
5.13K+ 42.02% |
$363K - $379K
|
17.3K
$1.34M
|
|
Aug 14, 2023
Q2 2023
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
5KNew |
$353K - $369K
|
5K
$387K
|
|
Jul 27, 2023
Q2 2023
|
Grove Bank & Trust
|
BUY
|
- |
4.98K+ 7.01% |
$352K - $368K
|
76K
$5.89M
|
|
Aug 09, 2023
Q2 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
4.96K+ 2.62% |
$350K - $366K
|
194K
$15M
|
|
Jul 18, 2023
Q2 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
4.91KNew |
$347K - $363K
|
4.91K
$380K
|
|
Jul 21, 2023
Q2 2023
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
4.88K+ 32.77% |
$345K - $360K
|
19.8K
$1.53M
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.86K+ 2.99% |
$343K - $359K
|
167K
$13M
|
|
Jul 24, 2023
Q2 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
4.83K+ 18.68% |
$341K - $357K
|
30.7K
$2.38M
|
|
Jul 20, 2023
Q2 2023
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
4.82KNew |
$341K - $356K
|
4.82K
$374K
|
|
Aug 08, 2023
Q2 2023
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
4.77K+ 2.69% |
$337K - $352K
|
182K
$14.1M
|
|
Jul 17, 2023
Q2 2023
|
D. Scott Neal, Inc.
|
BUY
|
- |
4.76KNew |
$336K - $352K
|
4.76K
$369K
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
4.75K+ 405.12% |
$336K - $351K
|
5.93K
$459K
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
4.75KNew |
$336K - $351K
|
4.75K
$368K
|
|
Aug 14, 2023
Q2 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
4.75KNew |
$335K - $351K
|
4.75K
$368K
|