Purchases and Sales Made in Q4 2023 in Ishares Tr Msci Eafe ETF (EFA)
This table provides information about the institutional ownership of Ishares Tr Msci Eafe ETF (EFA) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.77K+ 21.43% |
$182K - $209K
|
15.7K
$1.24M
|
|
|
Feb 09, 2024
Q4 2023
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
2.76KNew |
$182K - $208K
|
2.76K
$219K
|
|
|
Mar 06, 2024
Q4 2023
|
Willner & Heller, LLC
|
BUY
|
- |
2.76KNew |
$182K - $208K
|
2.76K
$219K
|
|
|
Feb 01, 2024
Q4 2023
|
Private Management Group Inc
|
BUY
|
- |
2.76KNew |
$181K - $208K
|
2.76K
$218K
|
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
2.72KNew |
$179K - $206K
|
2.72K
$216K
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
2.71KNew |
$178K - $204K
|
2.71K
$215K
|
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
2.71KNew |
$178K - $204K
|
2.71K
$214K
|
|
|
Feb 14, 2024
Q4 2023
|
Jackson Wealth Management, LLC
|
BUY
|
- |
2.7KNew |
$178K - $204K
|
2.7K
$214K
|
|
|
Jan 30, 2024
Q4 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
2.69KNew |
$177K - $203K
|
2.69K
$213K
|
|
|
Feb 12, 2024
Q4 2023
|
Sar Wealth Management Group, LLC
Atlanta, GA |
BUY
|
- |
2.69KNew |
$177K - $203K
|
2.69K
$213K
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2.68K+ 30.2% |
$176K - $202K
|
11.5K
$915K
|
|
|
Jan 11, 2024
Q4 2023
|
17 Capital Partners, LLC
|
BUY
|
- |
2.67KNew |
$176K - $201K
|
2.67K
$211K
|
|
|
Feb 14, 2024
Q4 2023
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
2.66KNew |
$175K - $201K
|
2.66K
$211K
|
|
|
Feb 09, 2024
Q4 2023
|
William Blair Investment Management, LLC
Chicago, IL |
BUY
|
- |
2.65K+ 463.92% |
$174K - $200K
|
3.22K
$255K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
2.62K+ 6.11% |
$173K - $198K
|
45.5K
$3.61M
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
2.6K+ 13.41% |
$171K - $196K
|
22K
$1.74M
|
|
|
Feb 15, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
2.58K+ 1.3% |
$170K - $195K
|
202K
$16M
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
2.55KNew |
$168K - $193K
|
2.55K
$202K
|
|
|
Feb 08, 2024
Q4 2023
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
2.55K+ 30.91% |
$168K - $192K
|
10.8K
$856K
|
|
|
Jan 12, 2024
Q4 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
2.55K+ 7.21% |
$168K - $192K
|
37.8K
$3M
|
|
|
Jan 16, 2024
Q4 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
2.55K+ 7.21% |
$168K - $192K
|
37.8K
$3M
|
|
|
Jan 30, 2024
Q4 2023
|
Ashford Advisors, LLC
|
BUY
|
- |
2.54K+ 7.07% |
$167K - $192K
|
38.5K
$3.05M
|
|
|
Jan 05, 2024
Q4 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
2.51K+ 73.0% |
$165K - $189K
|
5.95K
$471K
|
|
|
Jan 18, 2024
Q4 2023
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
2.49K+ 2.58% |
$164K - $188K
|
98.8K
$7.83M
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
2.45KNew |
$161K - $185K
|
2.45K
$194K
|
|
|
Jan 08, 2024
Q4 2023
|
Diversified Trust CO
|
BUY
|
- |
2.4K+ 1.84% |
$158K - $181K
|
133K
$10.5M
|
|
|
Feb 02, 2024
Q4 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
2.4K+ 4.25% |
$158K - $181K
|
58.7K
$4.65M
|
|
|
Jan 17, 2024
Q4 2023
|
Brewster Financial Planning LLC
|
BUY
|
- |
2.38K+ 0.82% |
$156K - $179K
|
291K
$23M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
2.35K+ 6.32% |
$155K - $178K
|
39.6K
$3.14M
|
|
|
Feb 06, 2024
Q4 2023
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
2.34K+ 38.69% |
$154K - $177K
|
8.39K
$665K
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
2.33K+ 9.86% |
$153K - $176K
|
25.9K
$2.06M
|
|
|
Jan 30, 2024
Q4 2023
|
First Interstate Bank
Billings, MT |
BUY
|
- |
2.28K+ 4.81% |
$150K - $172K
|
49.8K
$3.94M
|
|
|
Feb 05, 2024
Q4 2023
|
Total Wealth Planning, LLC
|
BUY
|
- |
2.27K+ 76.34% |
$149K - $171K
|
5.23K
$415K
|
|
|
Jan 09, 2024
Q4 2023
|
Farmers Trust CO
|
BUY
|
- |
2.25K+ 7.41% |
$148K - $170K
|
32.6K
$2.58M
|
|
|
Feb 07, 2024
Q4 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
2.23K+ 1.04% |
$147K - $169K
|
216K
$17.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
2.23K+ 63.82% |
$147K - $169K
|
5.73K
$454K
|
|
|
Feb 08, 2024
Q4 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
2.22K+ 5.79% |
$146K - $168K
|
40.6K
$3.22M
|
|
|
Jan 22, 2024
Q4 2023
|
Wolf Group Capital Advisors
|
BUY
|
- |
2.22K+ 6.85% |
$146K - $168K
|
34.7K
$2.75M
|
|
|
Feb 05, 2024
Q4 2023
|
St. Louis Trust CO
|
BUY
|
- |
2.21K+ 2.15% |
$146K - $167K
|
105K
$8.33M
|
|
|
Jan 30, 2024
Q4 2023
|
4 Thought Financial Group Inc.
|
BUY
|
- |
2.2K+ 3.13% |
$145K - $166K
|
72.3K
$5.73M
|
|
|
Feb 06, 2024
Q4 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
2.17K+ 56.74% |
$143K - $164K
|
6K
$475K
|
|
|
Feb 07, 2024
Q4 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
2.15K+ 13.72% |
$142K - $162K
|
17.8K
$1.41M
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
2.12KNew |
$139K - $160K
|
2.12K
$168K
|
|
|
Feb 06, 2024
Q4 2023
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
2.11KNew |
$139K - $159K
|
2.11K
$167K
|
|
|
Feb 05, 2024
Q4 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
2.11K+ 7.66% |
$139K - $159K
|
29.6K
$2.35M
|
|
|
Jan 17, 2024
Q4 2023
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
2.06K+ 9.34% |
$135K - $155K
|
24.1K
$1.91M
|
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
2.01K+ 3.95% |
$132K - $151K
|
52.8K
$4.18M
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
1.97K+ 2.6% |
$130K - $149K
|
78K
$6.18M
|
|
|
Feb 01, 2024
Q4 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
1.96K+ 5.57% |
$129K - $148K
|
37K
$2.93M
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
1.95KNew |
$128K - $147K
|
1.95K
$154K
|