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 14, 2024
Q4 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
884+ 7.37% |
$58.2K - $66.7K
|
12.9K
$1.02M
|
|
|
Feb 12, 2024
Q4 2023
|
Hamilton Wealth, LLC
|
BUY
|
- |
860+ 1.71% |
$56.6K - $64.9K
|
51.1K
$4.05M
|
|
|
Jan 17, 2024
Q4 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
815+ 0.34% |
$53.7K - $61.5K
|
242K
$19.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
800+ 7.4% |
$52.7K - $60.4K
|
11.6K
$920K
|
|
|
Feb 06, 2024
Q4 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
798+ 0.38% |
$52.5K - $60.2K
|
212K
$16.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
796+ 4.15% |
$52.4K - $60.1K
|
20K
$1.58M
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
786New |
$51.8K - $59.3K
|
786
$62.3K
|
|
|
Jan 23, 2024
Q4 2023
|
Kg&L Capital Management,Llc
|
BUY
|
- |
786+ 3.75% |
$51.8K - $59.3K
|
21.7K
$1.72M
|
|
|
Feb 08, 2024
Q4 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
772+ 4.03% |
$50.8K - $58.3K
|
19.9K
$1.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
771+ 118.98% |
$50.8K - $58.2K
|
1.42K
$112K
|
|
|
Jan 23, 2024
Q4 2023
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
769+ 2.79% |
$50.6K - $58K
|
28.3K
$2.25M
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
750+ 1.03% |
$49.4K - $56.6K
|
73.3K
$5.81M
|
|
|
Jan 19, 2024
Q4 2023
|
Ironwood Financial, LLC
|
BUY
|
- |
744+ 0.76% |
$49K - $56.1K
|
98.1K
$7.78M
|
|
|
Jan 09, 2024
Q4 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
740+ 22.62% |
$48.7K - $55.8K
|
4.01K
$318K
|
|
|
Jan 19, 2024
Q4 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
740+ 2.71% |
$48.7K - $55.8K
|
28.1K
$2.22M
|
|
|
Feb 07, 2024
Q4 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
740+ 6.76% |
$48.7K - $55.8K
|
11.7K
$926K
|
|
|
Jan 18, 2024
Q4 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
736+ 17.65% |
$48.5K - $55.5K
|
4.91K
$389K
|
|
|
Jan 30, 2024
Q4 2023
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
729+ 0.58% |
$48K - $55K
|
126K
$10M
|
|
|
Jan 11, 2024
Q4 2023
|
Rockland Trust CO
|
BUY
|
- |
725+ 2.81% |
$47.7K - $54.7K
|
26.5K
$2.1M
|
|
|
Nov 19, 2024
Q4 2023
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
718+ 1.25% |
$47.3K - $54.2K
|
58.1K
$4.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Mechanics Financial Corp
|
BUY
|
- |
712+ 0.36% |
$46.9K - $53.7K
|
196K
$15.5M
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
711New |
$46.8K - $53.7K
|
711
$56.3K
|
|
|
Jan 12, 2024
Q4 2023
|
Apeiron Ria LLC
|
BUY
|
- |
710+ 11.93% |
$46.7K - $53.6K
|
6.66K
$528K
|
|
|
Oct 18, 2024
Q4 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
710+ 5.67% |
$46.7K - $53.6K
|
13.2K
$1.05M
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
BUY
|
- |
704New |
$46.4K - $53.1K
|
704
$55.8K
|
|
|
Jan 11, 2024
Q4 2023
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
687+ 9.67% |
$45.2K - $51.8K
|
7.79K
$617K
|
|
|
Feb 14, 2024
Q4 2023
|
Harris Associates L P
Chicago, IL |
BUY
|
- |
669New |
$44K - $50.5K
|
669
$53K
|
|
|
Jan 26, 2024
Q4 2023
|
West Bancorporation Inc
|
BUY
|
- |
665+ 6.42% |
$43.8K - $50.2K
|
11K
$874K
|
|
|
Feb 14, 2024
Q4 2023
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
657New |
$43.3K - $49.6K
|
657
$52.1K
|
|
|
Jan 16, 2024
Q4 2023
|
First Financial Corp
|
BUY
|
- |
656+ 29.4% |
$43.2K - $49.5K
|
2.89K
$229K
|
|
|
Feb 12, 2024
Q4 2023
|
Warwick Investment Management, Inc.
|
BUY
|
- |
630+ 1.53% |
$41.5K - $47.5K
|
41.9K
$3.32M
|
|
|
Feb 15, 2024
Q4 2023
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
627+ 1.16% |
$41.3K - $47.3K
|
54.9K
$4.35M
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
622+ 7.97% |
$41K - $46.9K
|
8.43K
$668K
|
|
|
Feb 14, 2024
Q4 2023
|
Keudell
|
BUY
|
- |
616+ 7.39% |
$40.6K - $46.5K
|
8.95K
$709K
|
|
|
Feb 06, 2024
Q4 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
605+ 0.43% |
$39.8K - $45.7K
|
140K
$11.1M
|
|
|
Feb 29, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
600+ 3.59% |
$39.5K - $45.3K
|
17.3K
$1.37M
|
|
|
Feb 07, 2024
Q4 2023
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
595+ 1.04% |
$39.2K - $44.9K
|
58K
$4.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
581+ 7.05% |
$38.3K - $43.8K
|
8.82K
$699K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
552New |
$36.3K - $41.7K
|
552
$43.7K
|
|
|
Jan 10, 2024
Q4 2023
|
Tru Independence LLC
|
BUY
|
- |
542+ 5.13% |
$35.7K - $40.9K
|
11.1K
$881K
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
539New |
$35.5K - $40.7K
|
539
$42.7K
|
|
|
Jan 22, 2024
Q4 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
532+ 0.99% |
$35K - $40.2K
|
54K
$4.28M
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
531New |
$35K - $40.1K
|
531
$42.1K
|
|
|
Feb 01, 2024
Q4 2023
|
Lee Danner & Bass Inc
|
BUY
|
- |
525+ 3.45% |
$34.6K - $39.6K
|
15.8K
$1.25M
|
|
|
Jan 05, 2024
Q4 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
524+ 2.11% |
$34.5K - $39.5K
|
25.3K
$2.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
515New |
$33.9K - $38.9K
|
515
$40.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
512+ 16.15% |
$33.7K - $38.6K
|
3.68K
$292K
|
|
|
Jan 30, 2024
Q4 2023
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
508New |
$33.4K - $38.3K
|
508
$40.3K
|
|
|
Feb 02, 2024
Q4 2023
|
Leisure Capital Management
|
BUY
|
- |
504+ 7.77% |
$33.2K - $38K
|
6.99K
$554K
|
|
|
Feb 07, 2024
Q4 2023
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
500New |
$32.9K - $37.7K
|
500
$39.6K
|