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 20, 2023
Q2 2023
|
Sky Oak Wealth, LLC
|
BUY
|
- |
3.06K+ 91.67% |
$216K - $226K
|
6.39K
$496K
|
|
|
Aug 14, 2023
Q2 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
3.04K+ 56.28% |
$215K - $225K
|
8.44K
$654K
|
|
|
Nov 21, 2023
Q2 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
3.04K+ 56.28% |
$215K - $225K
|
8.44K
$654K
|
|
|
Jul 13, 2023
Q2 2023
|
Summit Financial Group, Inc.
|
BUY
|
- |
3.03K+ 4.07% |
$214K - $224K
|
77.4K
$6M
|
|
|
Jul 17, 2023
Q2 2023
|
Mcdonald Partners LLC
|
BUY
|
- |
3.01KNew |
$212K - $222K
|
3.01K
$233K
|
|
|
Aug 01, 2023
Q2 2023
|
First Ascent Asset Management, LLC
|
BUY
|
- |
2.92K+ 33.11% |
$206K - $216K
|
11.7K
$909K
|
|
|
Aug 03, 2023
Q2 2023
|
Private Wealth Partners, LLC
|
BUY
|
- |
2.9KNew |
$205K - $214K
|
2.9K
$225K
|
|
|
Aug 09, 2023
Q2 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
2.88KNew |
$203K - $213K
|
2.88K
$223K
|
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
2.82K+ 3.96% |
$199K - $208K
|
74.1K
$5.74M
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
2.79K+ 33.31% |
$197K - $206K
|
11.2K
$866K
|
|
|
Aug 14, 2023
Q2 2023
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
2.79KNew |
$197K - $206K
|
2.79K
$216K
|
|
|
Aug 07, 2023
Q2 2023
|
Private Management Group Inc
|
BUY
|
- |
2.79KNew |
$197K - $206K
|
2.79K
$216K
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
2.79KNew |
$197K - $206K
|
2.79K
$216K
|
|
|
Jul 20, 2023
Q2 2023
|
Madison Wealth Partners, Inc
|
BUY
|
- |
2.79KNew |
$197K - $206K
|
2.79K
$216K
|
|
|
Aug 11, 2023
Q2 2023
|
Flc Capital Advisors
|
BUY
|
- |
2.79KNew |
$197K - $206K
|
2.79K
$216K
|
|
|
Aug 04, 2023
Q2 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
2.76KNew |
$195K - $204K
|
2.76K
$214K
|
|
|
Aug 14, 2023
Q2 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
2.73K+ 59.21% |
$193K - $201K
|
7.33K
$568K
|
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.7K+ 25.69% |
$191K - $200K
|
13.2K
$1.02M
|
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
2.7K+ 7.52% |
$191K - $199K
|
38.6K
$2.99M
|
|
|
Jul 12, 2023
Q2 2023
|
Ewg Elevate Inc.
|
BUY
|
- |
2.7K+ 3.07% |
$191K - $199K
|
90.5K
$7.02M
|
|
|
Aug 14, 2023
Q2 2023
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
2.68K+ 7.93% |
$190K - $198K
|
36.5K
$2.83M
|
|
|
Aug 01, 2023
Q2 2023
|
Klingenstein Fields & CO LP
|
BUY
|
- |
2.68K+ 41.33% |
$189K - $198K
|
9.17K
$710K
|
|
|
Jul 18, 2023
Q2 2023
|
Diversified Trust CO
|
BUY
|
- |
2.66K+ 2.0% |
$188K - $196K
|
135K
$10.5M
|
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
2.65K+ 13.29% |
$187K - $196K
|
22.6K
$1.75M
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
2.63K+ 5.43% |
$186K - $194K
|
51.1K
$3.96M
|
|
|
Aug 01, 2023
Q2 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
2.59K+ 25.5% |
$183K - $191K
|
12.8K
$988K
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
2.57K+ 4.67% |
$182K - $190K
|
57.7K
$4.47M
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
2.55K+ 139.58% |
$180K - $189K
|
4.38K
$340K
|
|
|
Dec 01, 2023
Q2 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
2.55K+ 1.79% |
$180K - $188K
|
145K
$11.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.44K+ 23.43% |
$172K - $180K
|
12.8K
$995K
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
2.43K+ 4.01% |
$172K - $180K
|
63K
$4.89M
|
|
|
Aug 07, 2023
Q2 2023
|
Biltmore Family Office, LLC
|
BUY
|
- |
2.43K+ 9.17% |
$171K - $179K
|
28.9K
$2.24M
|
|
|
Jul 31, 2023
Q2 2023
|
Courier Capital LLC
|
BUY
|
- |
2.42K+ 0.97% |
$171K - $179K
|
253K
$19.6M
|
|
|
Aug 07, 2023
Q2 2023
|
Coastline Trust CO
|
BUY
|
- |
2.41K+ 6.0% |
$170K - $178K
|
42.6K
$3.3M
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2.4KNew |
$170K - $177K
|
2.4K
$186K
|
|
|
Jul 13, 2023
Q2 2023
|
Greenfield Ftc, Inc.
|
BUY
|
- |
2.4K+ 1.8% |
$170K - $177K
|
135K
$10.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
2.36K+ 1.36% |
$166K - $174K
|
176K
$13.6M
|
|
|
Aug 01, 2023
Q2 2023
|
Mechanics Financial Corp
|
BUY
|
- |
2.33K+ 1.21% |
$165K - $172K
|
195K
$15.1M
|
|
|
Aug 15, 2023
Q2 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
2.31K+ 719.63% |
$163K - $171K
|
2.63K
$204K
|
|
|
Jul 31, 2023
Q2 2023
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
2.31K+ 4.23% |
$163K - $170K
|
56.8K
$4.4M
|
|
|
Jul 14, 2023
Q2 2023
|
Vera Bank, N.A.
|
BUY
|
- |
2.3K+ 26.87% |
$163K - $170K
|
10.9K
$842K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
2.3K+ 4.98% |
$162K - $170K
|
48.4K
$3.75M
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
2.29K+ 2.17% |
$162K - $170K
|
108K
$8.36M
|
|
|
Jul 21, 2023
Q2 2023
|
Rmr Wealth Builders
|
BUY
|
- |
2.29K+ 3.58% |
$162K - $169K
|
66.2K
$5.13M
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
2.28KNew |
$161K - $169K
|
2.28K
$177K
|
|
|
Jul 20, 2023
Q2 2023
|
Kg&L Capital Management,Llc
|
BUY
|
- |
2.28K+ 13.25% |
$161K - $168K
|
19.5K
$1.51M
|
|
|
Aug 10, 2023
Q2 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
2.27K+ 0.92% |
$161K - $168K
|
248K
$19.2M
|
|
|
Jul 13, 2023
Q2 2023
|
Aries Wealth Management
|
BUY
|
- |
2.27K+ 3.79% |
$160K - $167K
|
62.1K
$4.81M
|
|
|
Jul 07, 2023
Q2 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
2.23K+ 2.84% |
$158K - $165K
|
80.8K
$6.26M
|
|
|
Jul 17, 2023
Q2 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
2.17K+ 11.7% |
$153K - $160K
|
20.7K
$1.61M
|