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 16, 2023
Q3 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-1.57K- 4.82% |
$108K - $117K
|
31K
$2.45M
|
|
|
Oct 19, 2023
Q3 2023
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-1.57K- 0.99% |
$108K - $117K
|
157K
$12.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-1.59K- 10.88% |
$109K - $118K
|
13K
$1.03M
|
|
|
Oct 18, 2023
Q3 2023
|
Avity Investment Management Inc.
|
SELL
|
- |
-1.59K- 12.49% |
$109K - $118K
|
11.1K
$882K
|
|
|
Nov 14, 2023
Q3 2023
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-1.6K- 19.11% |
$110K - $119K
|
6.77K
$537K
|
|
|
Nov 14, 2023
Q3 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-1.61K- 0.34% |
$110K - $120K
|
474K
$37.5M
|
|
|
Nov 01, 2023
Q3 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-1.62K- 3.49% |
$111K - $121K
|
44.8K
$3.55M
|
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.63K- 7.16% |
$112K - $121K
|
21.1K
$1.68M
|
|
|
Dec 06, 2023
Q3 2023
|
Financial Insights, Inc.
|
SELL
|
- |
-1.64K- 34.03% |
$112K - $122K
|
3.17K
$251K
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-1.64K- 1.27% |
$113K - $122K
|
128K
$10.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Portland Global Advisors LLC
|
SELL
|
- |
-1.65K- 0.65% |
$113K - $123K
|
251K
$19.9M
|
|
|
Oct 11, 2023
Q3 2023
|
Zhang Financial LLC
|
SELL
|
- |
-1.66K- 9.43% |
$114K - $124K
|
15.9K
$1.26M
|
|
|
Oct 30, 2023
Q3 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-1.69K- 4.23% |
$116K - $125K
|
38.2K
$3.02M
|
|
|
Nov 14, 2023
Q3 2023
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-1.7K- 25.37% |
$116K - $126K
|
5K
$396K
|
|
|
Oct 20, 2023
Q3 2023
|
Reston Wealth Management LLC
|
SELL
|
- |
-1.73K- 15.92% |
$118K - $128K
|
9.11K
$722K
|
|
|
Oct 31, 2023
Q3 2023
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-1.75K- 1.6% |
$120K - $130K
|
107K
$8.5M
|
|
|
Oct 16, 2023
Q3 2023
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-1.78K- 1.83% |
$122K - $132K
|
95.4K
$7.56M
|
|
|
Nov 14, 2023
Q3 2023
|
Shorepoint Capital Partners LLC
Norwood, MA |
SELL
|
- |
-1.79K- 11.67% |
$122K - $133K
|
13.5K
$1.07M
|
|
|
Nov 16, 2023
Q3 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-1.82K- 2.4% |
$125K - $136K
|
74.2K
$5.88M
|
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
SELL
|
- |
-1.83K- 4.53% |
$125K - $136K
|
38.5K
$3.05M
|
|
|
Nov 13, 2023
Q3 2023
|
Orin Green Financial, LLC
|
SELL
|
- |
-1.84K- 1.65% |
$126K - $137K
|
110K
$8.72M
|
|
|
Nov 27, 2023
Q3 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-1.89K- 9.52% |
$129K - $140K
|
17.9K
$1.42M
|
|
|
Oct 10, 2023
Q3 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-1.9K- 13.02% |
$130K - $141K
|
12.7K
$1M
|
|
|
Oct 03, 2023
Q3 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-1.9K- 2.36% |
$130K - $141K
|
78.4K
$6.21M
|
|
|
Nov 03, 2023
Q3 2023
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-1.9K- 83.21% |
$130K - $141K
|
383
$30.3K
|
|
|
Nov 06, 2023
Q3 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-1.92K- 3.27% |
$131K - $143K
|
56.7K
$4.49M
|
|
|
Nov 01, 2023
Q3 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-1.93K- 20.35% |
$132K - $144K
|
7.55K
$598K
|
|
|
Nov 14, 2023
Q3 2023
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-1.93K- 7.66% |
$133K - $144K
|
23.3K
$1.85M
|
|
|
Nov 15, 2023
Q3 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-1.93K- 1.71% |
$133K - $144K
|
111K
$8.81M
|
|
|
Nov 14, 2023
Q3 2023
|
Family Management Corp
New York, NY |
SELL
|
- |
-1.96K- 18.21% |
$134K - $146K
|
8.79K
$696K
|
|
|
Nov 13, 2023
Q3 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-1.98K- 5.47% |
$136K - $148K
|
34.3K
$2.72M
|
|
|
Nov 06, 2023
Q3 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-2K- 4.94% |
$137K - $149K
|
38.4K
$3.04M
|
|
|
Oct 13, 2023
Q3 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-2K- 3.92% |
$137K - $149K
|
49.1K
$3.89M
|
|
|
Nov 09, 2023
Q3 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.05K- 6.04% |
$140K - $152K
|
31.8K
$2.52M
|
|
|
Nov 09, 2023
Q3 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-2.05K- 15.77% |
$141K - $153K
|
10.9K
$867K
|
|
|
Nov 13, 2023
Q3 2023
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-2.05K- 10.86% |
$141K - $153K
|
16.8K
$1.34M
|
|
|
Oct 27, 2023
Q3 2023
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-2.08K- 2.11% |
$143K - $155K
|
96.3K
$7.63M
|
|
|
Nov 03, 2023
Q3 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-2.08K- 10.06% |
$143K - $155K
|
18.6K
$1.48M
|
|
|
Nov 08, 2023
Q3 2023
|
Holistic Financial Partners
|
SELL
|
- |
-2.08K- 13.76% |
$143K - $155K
|
13.1K
$1.03M
|
|
|
Nov 13, 2023
Q3 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-2.12K- 0.42% |
$145K - $158K
|
499K
$39.5M
|
|
|
Oct 18, 2023
Q3 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-2.14K- 1.51% |
$147K - $159K
|
139K
$11M
|
|
|
Nov 15, 2023
Q3 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-2.14K- 19.17% |
$147K - $160K
|
9.03K
$716K
|
|
|
Nov 07, 2023
Q3 2023
|
Efficient Advisors, LLC
|
SELL
|
- |
-2.14K- 3.03% |
$147K - $160K
|
68.6K
$5.44M
|
|
|
Oct 18, 2023
Q3 2023
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-2.17K- 61.71% |
$149K - $162K
|
1.35K
$107K
|
|
|
Nov 08, 2023
Q3 2023
|
Rede Wealth, LLC
|
SELL
|
- |
-2.22K- 34.36% |
$152K - $165K
|
4.24K
$336K
|
|
|
Nov 15, 2023
Q3 2023
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-2.22K- 6.5% |
$152K - $166K
|
32K
$2.53M
|
|
|
Oct 31, 2023
Q3 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-2.23K- 34.77% |
$153K - $166K
|
4.18K
$331K
|
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-2.27K- 0.7% |
$155K - $169K
|
322K
$25.6M
|
|
|
Nov 09, 2023
Q3 2023
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-2.27K- 32.44% |
$156K - $169K
|
4.73K
$375K
|
|
|
Nov 06, 2023
Q3 2023
|
Xml Financial, LLC
|
SELL
|
- |
-2.28K- 5.19% |
$156K - $170K
|
41.7K
$3.3M
|