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 25, 2023
Q3 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-749- 0.7% |
$51.4K - $55.8K
|
106K
$8.41M
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-750- 12.01% |
$51.4K - $55.8K
|
5.49K
$438K
|
|
|
Nov 06, 2023
Q3 2023
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-750- 5.08% |
$51.4K - $55.8K
|
14K
$1.12M
|
|
|
Oct 19, 2023
Q3 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-757- 0.18% |
$51.9K - $56.4K
|
409K
$32.6M
|
|
|
Oct 17, 2023
Q3 2023
|
Friedenthal Financial
|
SELL
|
- |
-764- 2.93% |
$52.4K - $56.9K
|
25.3K
$2.01M
|
|
|
Nov 08, 2023
Q3 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-764- 2.34% |
$52.4K - $56.9K
|
31.9K
$2.54M
|
|
|
Nov 08, 2023
Q3 2023
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-775- 2.89% |
$53.1K - $57.7K
|
26.1K
$2.08M
|
|
|
Oct 18, 2023
Q3 2023
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-786- 1.89% |
$53.9K - $58.5K
|
40.7K
$3.24M
|
|
|
Oct 10, 2023
Q3 2023
|
Doliver Advisors, LP
Houston, TX |
SELL
|
- |
-800- 6.54% |
$54.8K - $59.6K
|
11.4K
$910K
|
|
|
Nov 13, 2023
Q3 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-802- 1.19% |
$55K - $59.7K
|
66.3K
$5.28M
|
|
|
Sep 05, 2024
Q3 2023
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-812- 76.24% |
$55.7K - $60.5K
|
253
$20.2K
|
|
|
Oct 11, 2023
Q3 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-819- 1.68% |
$56.2K - $61K
|
48K
$3.82M
|
|
|
Oct 19, 2023
Q3 2023
|
Jmac Enterprises LLC
|
SELL
|
- |
-819- 2.23% |
$56.2K - $61K
|
35.9K
$2.86M
|
|
|
Oct 19, 2023
Q3 2023
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-836- 7.36% |
$57.3K - $62.2K
|
10.5K
$839K
|
|
|
Nov 14, 2023
Q3 2023
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-852- 1.19% |
$58.4K - $63.4K
|
71K
$5.66M
|
|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-864- 6.13% |
$59.2K - $64.3K
|
13.2K
$1.05M
|
|
|
Oct 31, 2023
Q3 2023
|
Abbrea Capital, LLC
|
SELL
|
- |
-870- 2.72% |
$59.6K - $64.8K
|
31.1K
$2.48M
|
|
|
Nov 08, 2023
Q3 2023
|
Northeast Investment Management
|
SELL
|
- |
-870- 5.65% |
$59.6K - $64.8K
|
14.5K
$1.16M
|
|
|
Nov 13, 2023
Q3 2023
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-871- 8.0% |
$59.7K - $64.9K
|
10K
$798K
|
|
|
Nov 14, 2023
Q3 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-871- 1.22% |
$59.7K - $64.9K
|
70.3K
$5.6M
|
|
|
Nov 08, 2023
Q3 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-873- 0.41% |
$59.9K - $65K
|
214K
$17M
|
|
|
Oct 18, 2023
Q3 2023
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-875- 4.09% |
$60K - $65.2K
|
20.5K
$1.63M
|
|
|
Nov 06, 2023
Q3 2023
|
Ascension Capital Advisors, Inc.
Houston, TX |
SELL
|
- |
-877- 1.03% |
$60.1K - $65.3K
|
84.6K
$6.74M
|
|
|
Oct 19, 2023
Q3 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
SELL
|
- |
-881- 1.28% |
$60.4K - $65.6K
|
67.7K
$5.39M
|
|
|
Oct 11, 2023
Q3 2023
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-885- 2.49% |
$60.7K - $65.9K
|
34.6K
$2.76M
|
|
|
Nov 17, 2023
Q3 2023
|
Old National Bancorp
|
SELL
|
- |
-887- 1.08% |
$60.8K - $66K
|
81.1K
$6.46M
|
|
|
Nov 08, 2023
Q3 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-891- 15.32% |
$61.1K - $66.3K
|
4.93K
$392K
|
|
|
Nov 08, 2023
Q3 2023
|
Integris Wealth Management, LLC
Monterey, CA |
SELL
|
- |
-898- 16.12% |
$61.6K - $66.9K
|
4.67K
$372K
|
|
|
Oct 31, 2024
Q3 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-903- 10.58% |
$61.9K - $67.2K
|
7.63K
$608K
|
|
|
Nov 14, 2023
Q3 2023
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-909- 13.03% |
$62.3K - $67.7K
|
6.07K
$483K
|
|
|
Oct 16, 2023
Q3 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-912- 14.85% |
$62.5K - $67.9K
|
5.23K
$416K
|
|
|
Oct 10, 2023
Q3 2023
|
Arden Trust CO
|
SELL
|
- |
-914- 16.64% |
$62.7K - $68.1K
|
4.58K
$365K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-916- 9.89% |
$62.8K - $68.2K
|
8.35K
$665K
|
|
|
Oct 19, 2023
Q3 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-918- 2.54% |
$62.9K - $68.4K
|
35.3K
$2.81M
|
|
|
Jan 16, 2024
Q3 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-918- 2.54% |
$62.9K - $68.4K
|
35.3K
$2.81M
|
|
|
Oct 10, 2023
Q3 2023
|
Maple Capital Management, Inc.
|
SELL
|
- |
-929- 3.94% |
$63.7K - $69.2K
|
22.7K
$1.81M
|
|
|
Nov 08, 2023
Q3 2023
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-955- 4.23% |
$65.5K - $71.1K
|
21.6K
$1.72M
|
|
|
Oct 26, 2023
Q3 2023
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-964- 13.25% |
$66.1K - $71.8K
|
6.31K
$503K
|
|
|
Nov 06, 2023
Q3 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-965- 5.64% |
$66.2K - $71.9K
|
16.1K
$1.29M
|
|
|
Oct 10, 2023
Q3 2023
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-977- 5.61% |
$67K - $72.7K
|
16.5K
$1.31M
|
|
|
Nov 14, 2023
Q3 2023
|
Biltmore Family Office, LLC
|
SELL
|
- |
-986- 3.41% |
$67.6K - $73.4K
|
27.9K
$2.22M
|
|
|
Oct 24, 2023
Q3 2023
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-988- 7.8% |
$67.7K - $73.6K
|
11.7K
$930K
|
|
|
Nov 14, 2023
Q3 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-994- 2.98% |
$68.1K - $74K
|
32.4K
$2.58M
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-997- 14.05% |
$68.4K - $74.2K
|
6.1K
$486K
|
|
|
Oct 11, 2023
Q3 2023
|
Legacy Bridge, LLC
|
SELL
|
- |
-1K- 5.59% |
$68.6K - $74.5K
|
16.9K
$1.34M
|
|
|
Oct 26, 2023
Q3 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-1.01K- 6.29% |
$69.4K - $75.4K
|
15.1K
$1.2M
|
|
|
Oct 10, 2023
Q3 2023
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-1.02K- 14.39% |
$69.6K - $75.6K
|
6.04K
$481K
|
|
|
Nov 01, 2023
Q3 2023
|
Berkshire Bank
|
SELL
|
- |
-1.04K- 8.53% |
$71K - $77.1K
|
11.1K
$884K
|
|
|
Nov 09, 2023
Q3 2023
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-1.04K- 0.7% |
$71.3K - $77.4K
|
148K
$11.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-1.05K- 0.23% |
$71.9K - $78.1K
|
454K
$36.1M
|