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 |
---|---|---|---|---|---|---|---|
Jan 17, 2024
Q4 2023
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
1.34K+ 5.23% |
$88K - $101K
|
26.9K
$2.13M
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.33K+ 3.57% |
$87.4K - $100K
|
38.4K
$3.05M
|
|
Feb 14, 2024
Q4 2023
|
Waddell & Associates, LLC
|
BUY
|
- |
1.32K+ 2.92% |
$86.9K - $99.6K
|
46.6K
$3.69M
|
|
Feb 05, 2024
Q4 2023
|
Santori & Peters, Inc.
|
BUY
|
- |
1.3K+ 2.54% |
$85.6K - $98.1K
|
52.5K
$4.16M
|
|
Feb 13, 2024
Q4 2023
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
1.3K+ 27.28% |
$85.5K - $98K
|
6.06K
$480K
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.29K+ 6.44% |
$84.7K - $97.1K
|
21.3K
$1.68M
|
|
Feb 09, 2024
Q4 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
1.28K+ 4.39% |
$84.4K - $96.8K
|
30.5K
$2.41M
|
|
Feb 12, 2024
Q4 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
1.27K+ 31.12% |
$83.7K - $96K
|
5.36K
$425K
|
|
Feb 09, 2024
Q4 2023
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
BUY
|
- |
1.27K+ 3.17% |
$83.6K - $95.8K
|
41.3K
$3.28M
|
|
Jan 18, 2024
Q4 2023
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
1.27K+ 3.6% |
$83.4K - $95.6K
|
36.5K
$2.89M
|
|
Jan 10, 2024
Q4 2023
|
Patten Group, Inc.
|
BUY
|
- |
1.26K+ 11.03% |
$83.2K - $95.4K
|
12.7K
$1.01M
|
|
Jan 24, 2024
Q4 2023
|
Amarillo National Bank
|
BUY
|
- |
1.24K+ 0.8% |
$81.8K - $93.8K
|
157K
$12.4M
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1.24KNew |
$81.8K - $93.8K
|
1.24K
$98.5K
|
|
Feb 13, 2024
Q4 2023
|
Wealthgate Family Office, LLC
|
BUY
|
- |
1.22K+ 14.2% |
$80.1K - $91.8K
|
9.78K
$775K
|
|
Jan 22, 2024
Q4 2023
|
Berkshire Bank
|
BUY
|
- |
1.2K+ 10.82% |
$79.1K - $90.6K
|
12.3K
$974K
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
1.2K+ 23.66% |
$78.8K - $90.3K
|
6.26K
$496K
|
|
Feb 07, 2024
Q4 2023
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
1.19KNew |
$78.6K - $90.1K
|
1.19K
$94.6K
|
|
Feb 16, 2024
Q4 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
1.17K+ 15.79% |
$77.2K - $88.5K
|
8.6K
$681K
|
|
Feb 14, 2024
Q4 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
1.16K+ 6.57% |
$76.4K - $87.6K
|
18.8K
$1.49M
|
|
Jan 19, 2024
Q4 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
1.15K+ 1.6% |
$76K - $87.1K
|
73.2K
$5.8M
|
|
Feb 02, 2024
Q4 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.15K+ 2.24% |
$75.7K - $86.8K
|
52.6K
$4.17M
|
|
Feb 13, 2024
Q4 2023
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
1.13K+ 1.74% |
$74.4K - $85.3K
|
66.1K
$5.24M
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
BUY
|
- |
1.13K+ 2.43% |
$74.1K - $85K
|
47.5K
$3.77M
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
1.12KNew |
$73.9K - $84.7K
|
1.12K
$88.9K
|
|
Feb 06, 2024
Q4 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1.12K+ 38.54% |
$73.8K - $84.6K
|
4.03K
$319K
|
|
Jan 31, 2024
Q4 2023
|
Powell Investment Advisors, LLC
|
BUY
|
- |
1.11K+ 1.16% |
$73.1K - $83.8K
|
96.5K
$7.65M
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.11KNew |
$73K - $83.6K
|
1.11K
$87.8K
|
|
Feb 14, 2024
Q4 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.1K+ 7.78% |
$72.5K - $83.1K
|
15.2K
$1.21M
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
1.1KNew |
$72.1K - $82.6K
|
1.1K
$86.8K
|
|
Feb 01, 2024
Q4 2023
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
1.09K+ 1.85% |
$72K - $82.6K
|
60.3K
$4.77M
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
1.09KNew |
$71.8K - $82.3K
|
1.09K
$86.4K
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
BUY
|
- |
1.08K+ 0.04% |
$71.2K - $81.6K
|
2.58M
$204M
|
|
Feb 06, 2024
Q4 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
1.08K+ 1.43% |
$71K - $81.4K
|
76.6K
$6.07M
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1K+ 8.58% |
$65.8K - $75.5K
|
12.7K
$1M
|
|
Jan 22, 2024
Q4 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
998+ 1.47% |
$65.7K - $75.3K
|
69.1K
$5.48M
|
|
Feb 07, 2024
Q4 2023
|
Advisor Os, LLC
|
BUY
|
- |
993+ 3.97% |
$65.4K - $74.9K
|
26K
$2.06M
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
990+ 0.86% |
$65.2K - $74.7K
|
115K
$9.15M
|
|
Jan 16, 2024
Q4 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
985+ 16.16% |
$64.9K - $74.3K
|
7.08K
$561K
|
|
Jan 18, 2024
Q4 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
978+ 14.52% |
$64.4K - $73.8K
|
7.71K
$611K
|
|
Feb 12, 2024
Q4 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
964+ 22.95% |
$63.5K - $72.8K
|
5.16K
$409K
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
BUY
|
- |
956+ 1.54% |
$62.9K - $72.1K
|
63K
$4.99M
|
|
Jan 11, 2024
Q4 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
947+ 8.11% |
$62.4K - $71.5K
|
12.6K
$1M
|
|
Feb 13, 2024
Q4 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
942+ 8.0% |
$62K - $71.1K
|
12.7K
$1.01M
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
941+ 30.2% |
$62K - $71K
|
4.06K
$321K
|
|
Feb 09, 2024
Q4 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
931+ 0.47% |
$61.3K - $70.3K
|
198K
$15.7M
|
|
Jan 12, 2024
Q4 2023
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
923+ 2.32% |
$60.8K - $69.7K
|
40.7K
$3.23M
|
|
Jan 10, 2024
Q4 2023
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
913+ 5.92% |
$60.1K - $68.9K
|
16.3K
$1.29M
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
905+ 1.15% |
$59.6K - $68.3K
|
79.3K
$6.29M
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
BUY
|
- |
894+ 0.47% |
$58.9K - $67.5K
|
189K
$15M
|
|
Jan 28, 2025
Q4 2023
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
890+ 3.75% |
$58.6K - $67.2K
|
24.6K
$1.95M
|