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 02, 2024
Q4 2023
|
Bahl & Gaynor Inc
|
SELL
|
- |
-75- 0.24% |
$4.94K - $5.66K
|
31.5K
$2.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-75- 1.27% |
$4.94K - $5.66K
|
5.84K
$463K
|
|
|
Feb 14, 2024
Q4 2023
|
Biltmore Family Office, LLC
|
SELL
|
- |
-75- 0.27% |
$4.94K - $5.66K
|
27.8K
$2.21M
|
|
|
Jan 30, 2024
Q4 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-77- 3.78% |
$5.07K - $5.81K
|
1.96K
$155K
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-83- 15.63% |
$5.46K - $6.26K
|
448
$35.5K
|
|
|
Jan 24, 2024
Q4 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-90- 1.89% |
$5.93K - $6.79K
|
4.68K
$371K
|
|
|
Feb 13, 2024
Q4 2023
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-94- 0.36% |
$6.19K - $7.09K
|
26K
$2.06M
|
|
|
Jan 26, 2024
Q4 2023
|
Franklin, Parlapiano, Turner & Welch, LLC
|
SELL
|
- |
-95- 0.63% |
$6.25K - $7.17K
|
14.9K
$1.18M
|
|
|
Jan 02, 2024
Q4 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-98- 2.51% |
$6.45K - $7.4K
|
3.8K
$301K
|
|
|
Feb 14, 2024
Q4 2023
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-100- 2.71% |
$6.58K - $7.55K
|
3.6K
$285K
|
|
|
Feb 06, 2024
Q4 2023
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-105- 0.35% |
$6.91K - $7.92K
|
29.5K
$2.34M
|
|
|
Jan 31, 2024
Q4 2023
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-106- 1.63% |
$6.98K - $8K
|
6.4K
$507K
|
|
|
Jan 29, 2024
Q4 2023
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-107- 0.31% |
$7.04K - $8.08K
|
34.1K
$2.71M
|
|
|
Feb 14, 2024
Q4 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-107- 1.09% |
$7.04K - $8.08K
|
9.75K
$772K
|
|
|
Dec 19, 2024
Q4 2023
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-107- 0.41% |
$7.04K - $8.08K
|
26K
$2.06M
|
|
|
Jan 08, 2025
Q4 2023
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-107- 0.41% |
$7.04K - $8.08K
|
26K
$2.06M
|
|
|
Feb 12, 2024
Q4 2023
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-108- 0.73% |
$7.11K - $8.15K
|
14.6K
$1.16M
|
|
|
Jan 19, 2024
Q4 2023
|
Flower City Capital
|
SELL
|
- |
-109- 0.17% |
$7.18K - $8.23K
|
65.2K
$5.17M
|
|
|
Feb 09, 2024
Q4 2023
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-110- 2.2% |
$7.24K - $8.3K
|
4.89K
$387K
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-110- 8.01% |
$7.24K - $8.3K
|
1.26K
$100K
|
|
|
Feb 14, 2024
Q4 2023
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-111- 1.36% |
$7.31K - $8.38K
|
8.05K
$638K
|
|
|
Jan 12, 2024
Q4 2023
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-112- 0.68% |
$7.37K - $8.45K
|
16.3K
$1.29M
|
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-113- 12.3% |
$7.44K - $8.53K
|
806
$63.9K
|
|
|
Jan 25, 2024
Q4 2023
|
Trust CO Of Virginia
|
SELL
|
- |
-114- 0.86% |
$7.51K - $8.6K
|
13.1K
$1.04M
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-114- 1.07% |
$7.51K - $8.6K
|
10.6K
$836K
|
|
|
Feb 09, 2024
Q4 2023
|
Sepio Capital, LP
|
SELL
|
- |
-116- 0.16% |
$7.64K - $8.75K
|
73.2K
$5.8M
|
|
|
Jan 19, 2024
Q4 2023
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-117- 3.21% |
$7.7K - $8.83K
|
3.53K
$280K
|
|
|
Jan 09, 2024
Q4 2023
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-118- 0.55% |
$7.77K - $8.91K
|
21.4K
$1.69M
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-120- 0.47% |
$7.9K - $9.06K
|
25.5K
$2.02M
|
|
|
Jan 24, 2024
Q4 2023
|
Gfs Advisors, LLC
|
SELL
|
- |
-122- 0.91% |
$8.03K - $9.21K
|
13.4K
$1.06M
|
|
|
Feb 12, 2024
Q4 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-124- 1.29% |
$8.16K - $9.36K
|
9.46K
$750K
|
|
|
Jan 16, 2024
Q4 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-125- 0.85% |
$8.23K - $9.43K
|
14.6K
$1.16M
|
|
|
Jan 19, 2024
Q4 2023
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-125- 0.77% |
$8.23K - $9.43K
|
16.1K
$1.28M
|
|
|
Jan 29, 2024
Q4 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-125- 2.39% |
$8.23K - $9.43K
|
5.1K
$404K
|
|
|
Mar 12, 2024
Q4 2023
|
Executive Wealth Group LLC
Kirkland, WA |
SELL
|
- |
-128- 0.64% |
$8.43K - $9.66K
|
19.9K
$1.58M
|
|
|
Feb 13, 2024
Q4 2023
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-134- 1.64% |
$8.82K - $10.1K
|
8.06K
$638K
|
|
|
Feb 07, 2024
Q4 2023
|
Ltg Capital LLC
|
SELL
|
- |
-135- 0.34% |
$8.89K - $10.2K
|
39.5K
$3.13M
|
|
|
Jan 09, 2024
Q4 2023
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-137- 1.34% |
$9.02K - $10.3K
|
10.1K
$798K
|
|
|
Jan 11, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-137- 3.05% |
$9.02K - $10.3K
|
4.36K
$345K
|
|
|
Jan 24, 2024
Q4 2023
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-137- 0.9% |
$9.02K - $10.3K
|
15K
$1.19M
|
|
|
Feb 01, 2024
Q4 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-138- 1.07% |
$9.09K - $10.4K
|
12.8K
$1.01M
|
|
|
Feb 09, 2024
Q4 2023
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-138- 0.43% |
$9.09K - $10.4K
|
32K
$2.54M
|
|
|
Jan 26, 2024
Q4 2023
|
Hemington Wealth Management
|
SELL
|
- |
-139- 0.87% |
$9.15K - $10.5K
|
15.9K
$1.26M
|
|
|
Feb 07, 2024
Q4 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-140- 3.04% |
$9.22K - $10.6K
|
4.46K
$354K
|
|
|
Feb 09, 2024
Q4 2023
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-145- 4.65% |
$9.55K - $10.9K
|
2.97K
$236K
|
|
|
Feb 09, 2024
Q4 2023
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-147- 2.36% |
$9.68K - $11.1K
|
6.09K
$483K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-147- 3.87% |
$9.68K - $11.1K
|
3.65K
$289K
|
|
|
Jan 11, 2024
Q4 2023
|
Hall Laurie J Trustee
|
SELL
|
- |
-150- 0.62% |
$9.88K - $11.3K
|
23.9K
$1.9M
|
|
|
Jan 19, 2024
Q4 2023
|
E Rn Financial, LLC
|
SELL
|
- |
-153- 0.2% |
$10.1K - $11.5K
|
77.8K
$6.17M
|
|
|
Jan 30, 2024
Q4 2023
|
Telos Capital Management, Inc.
|
SELL
|
- |
-154- 2.98% |
$10.1K - $11.6K
|
5.01K
$397K
|