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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2023
Q3 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-1.06K- 4.74% |
$72.5K - $78.7K
|
21.3K
$1.68M
|
|
|
Oct 10, 2023
Q3 2023
|
Country Trust Bank
|
SELL
|
- |
-1.07K- 2.99% |
$73.1K - $79.4K
|
34.5K
$2.74M
|
|
|
Nov 06, 2023
Q3 2023
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-1.11K- 1.23% |
$75.8K - $82.4K
|
89K
$7.05M
|
|
|
Nov 15, 2023
Q3 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-1.12K- 8.5% |
$76.8K - $83.4K
|
12.1K
$956K
|
|
|
Oct 25, 2023
Q3 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-1.13K- 1.97% |
$77.4K - $84.1K
|
56.2K
$4.45M
|
|
|
Oct 16, 2023
Q3 2023
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-1.13K- 10.43% |
$77.5K - $84.1K
|
9.7K
$769K
|
|
|
Nov 01, 2023
Q3 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-1.13K- 8.7% |
$77.5K - $84.1K
|
11.9K
$940K
|
|
|
Nov 14, 2023
Q3 2023
|
Ascent Group, LLC
|
SELL
|
- |
-1.15K- 20.53% |
$78.8K - $85.6K
|
4.45K
$353K
|
|
|
Oct 25, 2023
Q3 2023
|
Eukles Asset Management
|
SELL
|
- |
-1.15K- 4.63% |
$79.1K - $85.9K
|
23.8K
$1.89M
|
|
|
Oct 13, 2023
Q3 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-1.16K- 3.3% |
$79.2K - $86K
|
33.8K
$2.68M
|
|
|
Oct 10, 2023
Q3 2023
|
Quent Capital, LLC
|
SELL
|
- |
-1.16K- 0.82% |
$79.6K - $86.4K
|
140K
$11.1M
|
|
|
Jun 14, 2024
Q3 2023
|
Quent Capital, LLC
|
SELL
|
- |
-1.16K- 0.82% |
$79.6K - $86.4K
|
140K
$11.1M
|
|
|
Nov 02, 2023
Q3 2023
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-1.17K- 1.99% |
$79.9K - $86.7K
|
57.4K
$4.55M
|
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.18K- 14.21% |
$80.6K - $87.5K
|
7.09K
$562K
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-1.18K- 22.72% |
$80.9K - $87.9K
|
4.01K
$318K
|
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-1.18K- 1.61% |
$81.2K - $88.2K
|
72.6K
$5.75M
|
|
|
Oct 11, 2023
Q3 2023
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-1.2K- 2.67% |
$82K - $89.1K
|
43.6K
$3.45M
|
|
|
Nov 13, 2023
Q3 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-1.22K- 2.96% |
$83.9K - $91.1K
|
40.1K
$3.18M
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-1.23K- 12.63% |
$84.3K - $91.6K
|
8.51K
$674K
|
|
|
Nov 06, 2023
Q3 2023
|
Hudock, Inc.
|
SELL
|
- |
-1.24K- 7.54% |
$84.7K - $92K
|
15.1K
$1.2M
|
|
|
Oct 17, 2023
Q3 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-1.25K- 8.22% |
$85.4K - $92.7K
|
13.9K
$1.1M
|
|
|
Oct 10, 2023
Q3 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-1.25K- 24.28% |
$85.7K - $93.1K
|
3.9K
$309K
|
|
|
Nov 29, 2023
Q3 2023
|
Harvest Investment Advisors, LLC
Tallahassee, FL |
SELL
|
- |
-1.27K- 0.95% |
$86.7K - $94.2K
|
132K
$10.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-1.29K- 2.68% |
$88.2K - $95.8K
|
46.7K
$3.7M
|
|
|
Nov 08, 2023
Q3 2023
|
Jsf Financial, LLC
|
SELL
|
- |
-1.3K- 8.58% |
$88.8K - $96.4K
|
13.8K
$1.09M
|
|
|
Oct 10, 2023
Q3 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-1.3K- 19.85% |
$89K - $96.6K
|
5.24K
$415K
|
|
|
Nov 07, 2023
Q3 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-1.3K- 22.97% |
$89.4K - $97.1K
|
4.37K
$347K
|
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-1.31K- 2.42% |
$89.9K - $97.6K
|
52.8K
$4.18M
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.32K- 17.97% |
$90.2K - $98K
|
6.01K
$476K
|
|
|
Nov 14, 2023
Q3 2023
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-1.34K- 2.06% |
$91.6K - $99.5K
|
63.6K
$5.04M
|
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-1.34K- 2.27% |
$92.1K - $100K
|
57.8K
$4.58M
|
|
|
Nov 01, 2023
Q3 2023
|
Dearborn Partners LLC
|
SELL
|
- |
-1.35K- 31.26% |
$92.6K - $101K
|
2.97K
$235K
|
|
|
Nov 06, 2023
Q3 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-1.4K- 2.88% |
$95.7K - $104K
|
47.1K
$3.73M
|
|
|
Nov 07, 2023
Q3 2023
|
Ledyard National Bank
|
SELL
|
- |
-1.4K- 6.75% |
$95.9K - $104K
|
19.3K
$1.53M
|
|
|
Nov 03, 2023
Q3 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-1.4K- 11.6% |
$96K - $104K
|
10.7K
$846K
|
|
|
Oct 10, 2023
Q3 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-1.4K- 3.94% |
$96.1K - $104K
|
34.2K
$2.71M
|
|
|
Nov 13, 2023
Q3 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.4K- 7.47% |
$96.3K - $105K
|
17.4K
$1.38M
|
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-1.42K- 9.09% |
$97K - $105K
|
14.1K
$1.12M
|
|
|
Nov 02, 2023
Q3 2023
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-1.45K- 1.43% |
$99.2K - $108K
|
100K
$7.92M
|
|
|
Oct 23, 2023
Q3 2023
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-1.45K- 4.8% |
$99.3K - $108K
|
28.8K
$2.28M
|
|
|
Nov 08, 2023
Q3 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-1.46K- 4.91% |
$100K - $109K
|
28.3K
$2.25M
|
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-1.48K- 2.48% |
$101K - $110K
|
58.2K
$4.61M
|
|
|
Oct 11, 2023
Q3 2023
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-1.49K- 5.08% |
$102K - $111K
|
27.8K
$2.2M
|
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.5K- 3.21% |
$103K - $112K
|
45.2K
$3.58M
|
|
|
Nov 14, 2023
Q3 2023
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-1.51K- 2.1% |
$103K - $112K
|
70.3K
$5.57M
|
|
|
Oct 23, 2023
Q3 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-1.53K- 17.74% |
$105K - $114K
|
7.09K
$561K
|
|
|
Oct 17, 2023
Q3 2023
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-1.55K- 1.33% |
$106K - $115K
|
115K
$9.12M
|
|
|
Nov 13, 2023
Q3 2023
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-1.55K- 1.24% |
$107K - $116K
|
124K
$9.84M
|
|
|
Oct 10, 2023
Q3 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-1.56K- 9.62% |
$107K - $116K
|
14.6K
$1.16M
|
|
|
Oct 10, 2023
Q3 2023
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-1.56K- 3.83% |
$107K - $116K
|
39.1K
$3.1M
|