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 10, 2023
Q3 2023
|
Apella Capital, LLC
|
SELL
|
- |
-258- 3.63% |
$17.7K - $19.2K
|
6.85K
$543K
|
|
|
Oct 25, 2023
Q3 2023
|
Caerus Investment Advisors, LLC
|
SELL
|
- |
-265- 0.33% |
$18.2K - $19.7K
|
81K
$6.42M
|
|
|
Nov 13, 2023
Q3 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-265- 4.88% |
$18.2K - $19.7K
|
5.17K
$410K
|
|
|
Oct 23, 2023
Q3 2023
|
Arcadia Investment Management Corp
|
SELL
|
- |
-266- 0.45% |
$18.2K - $19.8K
|
58.8K
$4.66M
|
|
|
Nov 13, 2023
Q3 2023
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-267- 3.94% |
$18.3K - $19.9K
|
6.51K
$516K
|
|
|
Oct 12, 2023
Q3 2023
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-272- 1.76% |
$18.6K - $20.3K
|
15.2K
$1.2M
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-272- 0.03% |
$18.6K - $20.3K
|
1.05M
$83.3M
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-273- 33.96% |
$18.7K - $20.3K
|
531
$42.1K
|
|
|
Dec 06, 2023
Q3 2023
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-274- 1.53% |
$18.8K - $20.4K
|
17.6K
$1.39M
|
|
|
Oct 25, 2023
Q3 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-275- 8.3% |
$18.9K - $20.5K
|
3.04K
$241K
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-275- 0.37% |
$18.9K - $20.5K
|
73.6K
$5.83M
|
|
|
Nov 14, 2023
Q3 2023
|
Newport Capital Group, LLC
|
SELL
|
- |
-275- 1.14% |
$18.9K - $20.5K
|
23.9K
$1.89M
|
|
|
Nov 13, 2023
Q3 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-277- 2.5% |
$19K - $20.6K
|
10.8K
$854K
|
|
|
Oct 10, 2023
Q3 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-278- 1.77% |
$19.1K - $20.7K
|
15.5K
$1.22M
|
|
|
Oct 24, 2023
Q3 2023
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-278- 1.33% |
$19.1K - $20.7K
|
20.6K
$1.63M
|
|
|
Oct 30, 2023
Q3 2023
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-278- 0.77% |
$19.1K - $20.7K
|
36K
$2.85M
|
|
|
Nov 13, 2023
Q3 2023
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-285- 2.0% |
$19.5K - $21.2K
|
13.9K
$1.11M
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
SELL
|
- |
-287- 4.82% |
$19.7K - $21.4K
|
5.66K
$449K
|
|
|
Oct 12, 2023
Q3 2023
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-290- 2.4% |
$19.9K - $21.6K
|
11.8K
$933K
|
|
|
Nov 02, 2023
Q3 2023
|
Tkg Advisors, LLC
|
SELL
|
- |
-291- 7.67% |
$20K - $21.7K
|
3.5K
$278K
|
|
|
Nov 03, 2023
Q3 2023
|
Rkl Wealth Management LLC
|
SELL
|
- |
-294- 3.95% |
$20.2K - $21.9K
|
7.15K
$567K
|
|
|
Oct 23, 2023
Q3 2023
|
Busey Wealth Management
|
SELL
|
- |
-298- 0.91% |
$20.4K - $22.2K
|
32.5K
$2.58M
|
|
|
Nov 14, 2023
Q3 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-299- 4.63% |
$20.5K - $22.3K
|
6.16K
$488K
|
|
|
Oct 10, 2023
Q3 2023
|
Curbstone Financial Management Corp
|
SELL
|
- |
-300- 0.81% |
$20.6K - $22.3K
|
36.9K
$2.92M
|
|
|
Oct 12, 2023
Q3 2023
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-300- 7.33% |
$20.6K - $22.3K
|
3.79K
$300K
|
|
|
Oct 12, 2023
Q3 2023
|
Bath Savings Trust CO
|
SELL
|
- |
-300- 5.63% |
$20.6K - $22.3K
|
5.03K
$399K
|
|
|
Oct 17, 2023
Q3 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-300- 9.1% |
$20.6K - $22.3K
|
3K
$237K
|
|
|
Oct 23, 2023
Q3 2023
|
Austin Asset Management CO Inc
|
SELL
|
- |
-303- 4.13% |
$20.8K - $22.6K
|
7.03K
$557K
|
|
|
Oct 24, 2023
Q3 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-304- 4.15% |
$20.8K - $22.6K
|
7.03K
$557K
|
|
|
Oct 24, 2023
Q3 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-306- 0.17% |
$21K - $22.8K
|
182K
$14.4M
|
|
|
Oct 27, 2023
Q3 2023
|
Ma Private Wealth
|
SELL
|
- |
-312- 5.18% |
$21.4K - $23.2K
|
5.71K
$452K
|
|
|
Nov 01, 2023
Q3 2023
|
Cubic Asset Management, LLC
|
SELL
|
- |
-312- 1.24% |
$21.4K - $23.2K
|
24.8K
$1.97M
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-315- 0.03% |
$21.6K - $23.5K
|
1.04M
$82.5M
|
|
|
Nov 08, 2023
Q3 2023
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-318- 6.09% |
$21.8K - $23.7K
|
4.9K
$388K
|
|
|
Nov 15, 2023
Q3 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-319- 4.8% |
$21.9K - $23.8K
|
6.33K
$501K
|
|
|
Nov 15, 2023
Q3 2023
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-319- 4.3% |
$21.9K - $23.8K
|
7.11K
$563K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-323- 10.8% |
$22.1K - $24.1K
|
2.67K
$211K
|
|
|
Nov 03, 2023
Q3 2023
|
Santori & Peters, Inc.
|
SELL
|
- |
-323- 0.63% |
$22.1K - $24.1K
|
51.2K
$4.06M
|
|
|
Oct 25, 2023
Q3 2023
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-325- 0.29% |
$22.3K - $24.2K
|
111K
$8.82M
|
|
|
Nov 09, 2023
Q3 2023
|
Truepoint, Inc.
|
SELL
|
- |
-325- 1.87% |
$22.3K - $24.2K
|
17.1K
$1.35M
|
|
|
Nov 13, 2023
Q3 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-325- 5.85% |
$22.3K - $24.2K
|
5.24K
$415K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-325- 1.52% |
$22.3K - $24.2K
|
21K
$1.67M
|
|
|
Nov 03, 2023
Q3 2023
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-326- 6.58% |
$22.4K - $24.3K
|
4.63K
$367K
|
|
|
Oct 19, 2023
Q3 2023
|
Sol Capital Management CO
|
SELL
|
- |
-327- 5.52% |
$22.4K - $24.3K
|
5.6K
$444K
|
|
|
Nov 07, 2023
Q3 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-335- 3.91% |
$23K - $24.9K
|
8.24K
$653K
|
|
|
Oct 27, 2023
Q3 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-345- 4.7% |
$23.7K - $25.7K
|
7K
$555K
|
|
|
Oct 24, 2023
Q3 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-348- 1.26% |
$23.9K - $25.9K
|
27.3K
$2.16M
|
|
|
Nov 14, 2023
Q3 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-349- 1.89% |
$23.9K - $26K
|
18.1K
$1.44M
|
|
|
Oct 26, 2023
Q3 2023
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-350- 0.99% |
$24K - $26.1K
|
35K
$2.78M
|
|
|
Nov 06, 2023
Q3 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-350- 1.65% |
$24K - $26.1K
|
20.9K
$1.66M
|