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 05, 2024
Q4 2023
|
Lcm Capital Management Inc
|
BUY
|
- |
315+ 0.4% |
$20.7K - $23.8K
|
78.9K
$6.25M
|
|
|
Jan 23, 2024
Q4 2023
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
312+ 1.08% |
$20.5K - $23.5K
|
29.2K
$2.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
309New |
$20.3K - $23.3K
|
309
$24.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
308+ 2.33% |
$20.3K - $23.2K
|
13.5K
$1.07M
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
307New |
$20.2K - $23.2K
|
307
$24.3K
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
305+ 0.4% |
$20.1K - $23K
|
76.4K
$6.06M
|
|
|
Jan 17, 2024
Q4 2023
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
299+ 6.56% |
$19.7K - $22.6K
|
4.86K
$385K
|
|
|
Feb 06, 2024
Q4 2023
|
Ellevest, Inc.
|
BUY
|
- |
295+ 4.97% |
$19.4K - $22.3K
|
6.24K
$494K
|
|
|
Feb 14, 2024
Q4 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
284+ 0.37% |
$18.7K - $21.4K
|
76.8K
$6.08M
|
|
|
Jan 31, 2024
Q4 2023
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
283+ 12.45% |
$18.6K - $21.4K
|
2.56K
$203K
|
|
|
Jan 10, 2024
Q4 2023
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
280+ 7.75% |
$18.4K - $21.1K
|
3.9K
$309K
|
|
|
Feb 13, 2024
Q4 2023
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
278+ 198.57% |
$18.3K - $21K
|
418
$33.1K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
263New |
$17.3K - $19.8K
|
263
$20.8K
|
|
|
Jan 18, 2024
Q4 2023
|
Asset Planning Corporation
|
BUY
|
- |
262+ 0.55% |
$17.3K - $19.8K
|
47.8K
$3.79M
|
|
|
Feb 06, 2024
Q4 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
261+ 0.64% |
$17.2K - $19.7K
|
41.2K
$3.26M
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
260+ 183.1% |
$17.1K - $19.6K
|
402
$31.9K
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
257+ 4.06% |
$16.9K - $19.4K
|
6.58K
$522K
|
|
|
Feb 15, 2024
Q4 2023
|
Westshore Wealth, LLC
|
BUY
|
- |
247+ 0.95% |
$16.3K - $18.6K
|
26.2K
$2.08M
|
|
|
Feb 08, 2024
Q4 2023
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
240New |
$15.8K - $18.1K
|
240
$19K
|
|
|
Jan 23, 2024
Q4 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
237+ 6.59% |
$15.6K - $17.9K
|
3.84K
$304K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
237+ 23700.0% |
$15.6K - $17.9K
|
238
$18.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
232New |
$15.3K - $17.5K
|
232
$18.4K
|
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
224New |
$14.7K - $16.9K
|
224
$17.7K
|
|
|
Feb 13, 2024
Q4 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
224+ 1.07% |
$14.7K - $16.9K
|
21.1K
$1.67M
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
222+ 0.62% |
$14.6K - $16.8K
|
36K
$2.85M
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
214+ 3.04% |
$14.1K - $16.2K
|
7.26K
$576K
|
|
|
Feb 14, 2024
Q4 2023
|
Garner Asset Management Corp
|
BUY
|
- |
199+ 4.52% |
$13.1K - $15K
|
4.6K
$365K
|
|
|
Jan 18, 2024
Q4 2023
|
Ami Investment Management Inc
Kendallville, IN |
BUY
|
- |
196+ 4.8% |
$12.9K - $14.8K
|
4.28K
$339K
|
|
|
Jan 26, 2024
Q4 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
196+ 11.09% |
$12.9K - $14.8K
|
1.96K
$156K
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
195+ 30.56% |
$12.8K - $14.7K
|
833
$66K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
185New |
$12.2K - $14K
|
185
$14.7K
|
|
|
Jan 17, 2024
Q4 2023
|
Sterling Investment Advisors LLC
|
BUY
|
- |
183+ 0.42% |
$12K - $13.8K
|
44.1K
$3.49M
|
|
|
Jan 23, 2024
Q4 2023
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
182+ 1.11% |
$12K - $13.7K
|
16.6K
$1.31M
|
|
|
Jan 10, 2024
Q4 2023
|
First Community Trust Na
|
BUY
|
- |
180+ 8.19% |
$11.9K - $13.6K
|
2.38K
$188K
|
|
|
Feb 13, 2024
Q4 2023
|
Hudson Portfolio Management LLC
Garrison, NY |
BUY
|
- |
180+ 2.12% |
$11.9K - $13.6K
|
8.67K
$687K
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
178+ 112.66% |
$11.7K - $13.4K
|
336
$26.6K
|
|
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
173+ 100.0% |
$11.4K - $13.1K
|
346
$27.4K
|
|
|
Feb 05, 2024
Q4 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
169+ 7.49% |
$11.1K - $12.8K
|
2.42K
$192K
|
|
|
Feb 13, 2024
Q4 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
169+ 0.52% |
$11.1K - $12.8K
|
32.6K
$2.58M
|
|
|
Feb 23, 2024
Q4 2023
|
Tkg Advisors, LLC
|
BUY
|
- |
167+ 4.77% |
$11K - $12.6K
|
3.67K
$291K
|
|
|
Feb 09, 2024
Q4 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
166+ 0.78% |
$10.9K - $12.5K
|
21.4K
$1.7M
|
|
|
Sep 11, 2024
Q4 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
165+ 5.63% |
$10.9K - $12.5K
|
3.09K
$245K
|
|
|
Feb 06, 2024
Q4 2023
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
162+ 1.07% |
$10.7K - $12.2K
|
15.3K
$1.21M
|
|
|
Feb 08, 2024
Q4 2023
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
159+ 1.49% |
$10.5K - $12K
|
10.8K
$857K
|
|
|
Jan 22, 2024
Q4 2023
|
Brand Asset Management Group, Inc.
|
BUY
|
- |
154+ 2.34% |
$10.1K - $11.6K
|
6.73K
$533K
|
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
153+ 1.43% |
$10.1K - $11.5K
|
10.8K
$858K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
152+ 0.55% |
$10K - $11.5K
|
27.6K
$2.19M
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
151+ 1.65% |
$9.94K - $11.4K
|
9.28K
$735K
|
|
|
Feb 14, 2024
Q4 2023
|
Pacific Financial Group Inc
|
BUY
|
- |
149+ 4.21% |
$9.81K - $11.2K
|
3.69K
$292K
|
|
|
Jan 18, 2024
Q4 2023
|
Noble Family Wealth, LLC
Clearwater, FL |
BUY
|
- |
147+ 0.11% |
$9.68K - $11.1K
|
136K
$10.8M
|