Purchases and Sales Made in Q1 2023 in Ishares Tr Msci Eafe ETF (EFA)
This table provides information about the institutional ownership of Ishares Tr Msci Eafe ETF (EFA) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 17, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-282- 98.6% |
$18.7K - $20.4K
|
4
$327
|
|
|
May 10, 2023
Q1 2023
|
North Star Asset Management Inc
|
SELL
|
- |
-285- 5.02% |
$18.9K - $20.6K
|
5.4K
$441K
|
|
|
Apr 17, 2023
Q1 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-286- 6.5% |
$18.9K - $20.6K
|
4.11K
$336K
|
|
|
May 01, 2023
Q1 2023
|
Marquette Asset Management, LLC
|
SELL
|
- |
-300- 0.7% |
$19.9K - $21.7K
|
42.5K
$3.48M
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
SELL
|
- |
-301- 6.93% |
$19.9K - $21.7K
|
4.04K
$331K
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
SELL
|
- |
-305- 0.86% |
$20.2K - $22K
|
35K
$2.86M
|
|
|
May 04, 2023
Q1 2023
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-312- 4.66% |
$20.7K - $22.5K
|
6.38K
$522K
|
|
|
May 08, 2023
Q1 2023
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-312- 1.85% |
$20.7K - $22.5K
|
16.5K
$1.35M
|
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-316- 1.25% |
$20.9K - $22.8K
|
25K
$2.05M
|
|
|
May 09, 2023
Q1 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-317- 11.27% |
$21K - $22.9K
|
2.5K
$204K
|
|
|
Apr 11, 2023
Q1 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-318- 0.23% |
$21.1K - $23K
|
136K
$11.1M
|
|
|
Apr 10, 2023
Q1 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-321- 0.7% |
$21.3K - $23.2K
|
45.4K
$3.72M
|
|
|
Apr 12, 2023
Q1 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-322- 0.91% |
$21.3K - $23.2K
|
35.2K
$2.88M
|
|
|
Apr 20, 2023
Q1 2023
|
Community Bank, N.A.
|
SELL
|
- |
-322- 0.91% |
$21.3K - $23.2K
|
35.1K
$2.87M
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-327- 1.16% |
$21.7K - $23.6K
|
27.8K
$2.28M
|
|
|
Apr 19, 2023
Q1 2023
|
Field & Main Bank
|
SELL
|
- |
-330- 65.48% |
$21.9K - $23.8K
|
174
$14.2K
|
|
|
May 03, 2023
Q1 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-331- 10.49% |
$21.9K - $23.9K
|
2.82K
$231K
|
|
|
May 10, 2023
Q1 2023
|
Redw Wealth LLC
|
SELL
|
- |
-331- 9.31% |
$21.9K - $23.9K
|
3.23K
$264K
|
|
|
Apr 10, 2023
Q1 2023
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-334- 1.87% |
$22.1K - $24.1K
|
17.5K
$1.43M
|
|
|
May 09, 2023
Q1 2023
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-334- 7.3% |
$22.1K - $24.1K
|
4.24K
$347K
|
|
|
May 12, 2023
Q1 2023
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-341- 7.71% |
$22.6K - $24.6K
|
4.08K
$334K
|
|
|
Apr 13, 2023
Q1 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-347- 0.71% |
$23K - $25K
|
48.7K
$3.99M
|
|
|
May 11, 2023
Q1 2023
|
Montis Financial, LLC
|
SELL
|
- |
-349- 3.11% |
$23.1K - $25.2K
|
10.9K
$888K
|
|
|
May 16, 2023
Q1 2023
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-349- 2.52% |
$23.1K - $25.2K
|
13.5K
$1.1M
|
|
|
Apr 13, 2023
Q1 2023
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-350- 2.7% |
$23.2K - $25.3K
|
12.6K
$1.03M
|
|
|
Apr 06, 2023
Q1 2023
|
Farmers Trust CO
|
SELL
|
- |
-352- 1.15% |
$23.3K - $25.4K
|
30.1K
$2.47M
|
|
|
May 09, 2023
Q1 2023
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-354- 0.34% |
$23.4K - $25.6K
|
104K
$8.53M
|
|
|
Apr 26, 2023
Q1 2023
|
Monte Financial Group, LLC
|
SELL
|
- |
-358- 4.66% |
$23.7K - $25.8K
|
7.33K
$600K
|
|
|
Apr 20, 2023
Q1 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-361- 5.68% |
$23.9K - $26.1K
|
5.99K
$490K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-362- 0.67% |
$24K - $26.1K
|
53.4K
$4.37M
|
|
|
May 16, 2023
Q1 2023
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-364- 0.66% |
$24.1K - $26.3K
|
54.4K
$4.45M
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-366- 4.54% |
$24.2K - $26.4K
|
7.69K
$629K
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-367- 6.1% |
$24.3K - $26.5K
|
5.65K
$462K
|
|
|
Apr 28, 2023
Q1 2023
|
Next Capital Management LLC
|
SELL
|
- |
-369- 3.57% |
$24.4K - $26.6K
|
9.95K
$814K
|
|
|
Apr 14, 2023
Q1 2023
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-370- 0.79% |
$24.5K - $26.7K
|
46.4K
$3.8M
|
|
|
Apr 28, 2023
Q1 2023
|
Lansing Street Advisors
|
SELL
|
- |
-374- 3.38% |
$24.8K - $27K
|
10.7K
$875K
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-375- 11.04% |
$24.8K - $27.1K
|
3.02K
$247K
|
|
|
May 08, 2023
Q1 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
SELL
|
- |
-375- 7.5% |
$24.8K - $27.1K
|
4.63K
$379K
|
|
|
Apr 26, 2023
Q1 2023
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-384- 2.52% |
$25.4K - $27.7K
|
14.8K
$1.21M
|
|
|
Apr 20, 2023
Q1 2023
|
Cpa Asset Management LLC
West Palm Beach, FL |
SELL
|
- |
-385- 8.25% |
$25.5K - $27.8K
|
4.28K
$350K
|
|
|
May 08, 2023
Q1 2023
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-385- 4.86% |
$25.5K - $27.8K
|
7.54K
$617K
|
|
|
Apr 06, 2023
Q1 2023
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-387- 2.22% |
$25.6K - $27.9K
|
17K
$1.39M
|
|
|
May 09, 2023
Q1 2023
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-395- 5.57% |
$26.2K - $28.5K
|
6.69K
$547K
|
|
|
Apr 24, 2023
Q1 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-401- 1.56% |
$26.6K - $28.9K
|
25.3K
$2.07M
|
|
|
Apr 24, 2023
Q1 2023
|
Rockland Trust CO
|
SELL
|
- |
-411- 1.21% |
$27.2K - $29.7K
|
33.6K
$2.75M
|
|
|
May 02, 2023
Q1 2023
|
Del Sette Capital Management, LLC
|
SELL
|
- |
-413- 2.44% |
$27.3K - $29.8K
|
16.5K
$1.35M
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-415- 6.45% |
$27.5K - $30K
|
6.02K
$492K
|
|
|
May 09, 2023
Q1 2023
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-425- 3.83% |
$28.1K - $30.7K
|
10.7K
$873K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
SELL
|
- |
-426- 0.24% |
$28.2K - $30.8K
|
177K
$14.4M
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-427- 5.18% |
$28.3K - $30.8K
|
7.81K
$639K
|