Purchases and Sales Made in Q3 2023 in Ishares Tr Msci Eafe ETF (EFA)
This table provides information about the institutional ownership of Ishares Tr Msci Eafe ETF (EFA) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 11, 2023
Q3 2023
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
378+ 1.79% |
$25.9K - $28.1K
|
21.5K
$1.7M
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
368+ 2.5% |
$25.2K - $27.4K
|
15.1K
$1.19M
|
|
|
Nov 07, 2023
Q3 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
367+ 11.2% |
$25.2K - $27.3K
|
3.64K
$289K
|
|
|
Nov 02, 2023
Q3 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
356+ 17.61% |
$24.4K - $26.5K
|
2.38K
$188K
|
|
|
Oct 12, 2023
Q3 2023
|
Brookmont Capital Management
Dallas, TX |
BUY
|
- |
349+ 3.29% |
$23.9K - $26K
|
11K
$868K
|
|
|
Nov 02, 2023
Q3 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
348+ 2.77% |
$23.9K - $25.9K
|
12.9K
$1.02M
|
|
|
Oct 17, 2023
Q3 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
337+ 0.14% |
$23.1K - $25.1K
|
241K
$19.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Esl Trust Services, LLC
|
BUY
|
- |
329+ 3.03% |
$22.6K - $24.5K
|
11.2K
$885K
|
|
|
Nov 02, 2023
Q3 2023
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
321+ 0.2% |
$22K - $23.9K
|
160K
$12.7M
|
|
|
Feb 15, 2024
Q3 2023
|
Westshore Wealth, LLC
|
BUY
|
- |
314+ 1.22% |
$21.5K - $23.4K
|
26K
$2.06M
|
|
|
Oct 24, 2023
Q3 2023
|
First National Corp
|
BUY
|
- |
303+ 0.86% |
$20.8K - $22.6K
|
35.5K
$2.81M
|
|
|
Nov 09, 2023
Q3 2023
|
Anchor Capital Advisors LLC
|
BUY
|
- |
303+ 1.41% |
$20.8K - $22.6K
|
21.8K
$1.73M
|
|
|
Nov 09, 2023
Q3 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
302+ 0.06% |
$20.7K - $22.5K
|
466K
$36.9M
|
|
|
Nov 06, 2023
Q3 2023
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
300+ 9.65% |
$20.6K - $22.3K
|
3.41K
$270K
|
|
|
Oct 12, 2023
Q3 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
293+ 1.2% |
$20.1K - $21.8K
|
24.8K
$1.97M
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
281+ 13.22% |
$19.3K - $20.9K
|
2.41K
$191K
|
|
|
Nov 07, 2023
Q3 2023
|
Warwick Investment Management, Inc.
|
BUY
|
- |
280+ 0.68% |
$19.2K - $20.8K
|
41.2K
$3.27M
|
|
|
Oct 04, 2023
Q3 2023
|
Windsor Capital Management, LLC
|
BUY
|
- |
279+ 1.4% |
$19.1K - $20.8K
|
20.2K
$1.6M
|
|
|
Nov 06, 2023
Q3 2023
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
275+ 7.22% |
$18.9K - $20.5K
|
4.09K
$324K
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
272+ 5.73% |
$18.6K - $20.3K
|
5.02K
$398K
|
|
|
Nov 14, 2023
Q3 2023
|
Hillman Capital Management, Inc.
Bethesda, MD |
BUY
|
- |
262+ 1.12% |
$18K - $19.5K
|
23.7K
$1.88M
|
|
|
Nov 01, 2023
Q3 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
255New |
$17.5K - $19K
|
255
$20.2K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
254+ 5.8% |
$17.4K - $18.9K
|
4.64K
$367K
|
|
|
Oct 27, 2023
Q3 2023
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
232+ 0.5% |
$15.9K - $17.3K
|
46.8K
$3.71M
|
|
|
Nov 08, 2023
Q3 2023
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
230+ 2.21% |
$15.8K - $17.1K
|
10.7K
$844K
|
|
|
Nov 14, 2023
Q3 2023
|
Hudson Portfolio Management LLC
Garrison, NY |
BUY
|
- |
225+ 2.72% |
$15.4K - $16.8K
|
8.49K
$673K
|
|
|
Sep 06, 2024
Q3 2023
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
223+ 4.28% |
$15.3K - $16.6K
|
5.43K
$430K
|
|
|
Oct 10, 2023
Q3 2023
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
222+ 0.18% |
$15.2K - $16.5K
|
123K
$9.76M
|
|
|
Oct 10, 2023
Q3 2023
|
Farmers Trust CO
|
BUY
|
- |
221+ 0.73% |
$15.2K - $16.5K
|
30.4K
$2.41M
|
|
|
Nov 08, 2023
Q3 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
221+ 3.87% |
$15.2K - $16.5K
|
5.93K
$469K
|
|
|
Nov 14, 2023
Q3 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
221+ 112.18% |
$15.2K - $16.5K
|
418
$33.1K
|
|
|
Oct 17, 2023
Q3 2023
|
Atlas Brown,Inc.
|
BUY
|
- |
218+ 0.79% |
$14.9K - $16.2K
|
27.9K
$2.21M
|
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
214+ 7.24% |
$14.7K - $15.9K
|
3.17K
$251K
|
|
|
Oct 18, 2024
Q3 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
212+ 3.73% |
$14.5K - $15.8K
|
5.89K
$467K
|
|
|
Nov 08, 2023
Q3 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
211+ 0.22% |
$14.5K - $15.7K
|
95.4K
$7.56M
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
209New |
$14.3K - $15.6K
|
209
$16.6K
|
|
|
Oct 19, 2023
Q3 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
203+ 0.19% |
$13.9K - $15.1K
|
104K
$8.27M
|
|
|
Oct 26, 2023
Q3 2023
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
200+ 1.65% |
$13.7K - $14.9K
|
12.3K
$975K
|
|
|
Jun 25, 2024
Q3 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
200+ 5.56% |
$13.7K - $14.9K
|
3.8K
$301K
|
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
198+ 1.19% |
$13.6K - $14.7K
|
16.9K
$1.34M
|
|
|
Nov 03, 2023
Q3 2023
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
196+ 1.99% |
$13.4K - $14.6K
|
10.1K
$797K
|
|
|
Nov 14, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
192+ 320.0% |
$13.2K - $14.3K
|
252
$20K
|
|
|
Oct 13, 2023
Q3 2023
|
Collective Family Office LLC
|
BUY
|
- |
190+ 3.18% |
$13K - $14.1K
|
6.16K
$488K
|
|
|
Nov 14, 2023
Q3 2023
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
187+ 7.99% |
$12.8K - $13.9K
|
2.53K
$200K
|
|
|
Oct 12, 2023
Q3 2023
|
Patten Group, Inc.
|
BUY
|
- |
183+ 1.62% |
$12.5K - $13.6K
|
11.5K
$908K
|
|
|
Nov 13, 2023
Q3 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
181+ 0.04% |
$12.4K - $13.5K
|
489K
$38.8M
|
|
|
Nov 02, 2023
Q3 2023
|
Advisor Os, LLC
|
BUY
|
- |
175+ 0.7% |
$12K - $13K
|
25K
$1.98M
|
|
|
Dec 01, 2023
Q3 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
173New |
$11.9K - $12.9K
|
173
$13.7K
|
|
|
Nov 21, 2023
Q3 2023
|
Carlson Capital Management
|
BUY
|
- |
170+ 1.87% |
$11.7K - $12.7K
|
9.24K
$732K
|
|
|
Oct 10, 2023
Q3 2023
|
Transform Wealth, LLC
|
BUY
|
- |
160+ 1.37% |
$11K - $11.9K
|
11.8K
$936K
|