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 26, 2024
Q4 2023
|
Hemington Wealth Management
|
SELL
|
- |
-139- 0.87% |
$9.15K - $10.5K
|
15.9K
$1.41M
|
|
|
Feb 07, 2024
Q4 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-140- 3.04% |
$9.22K - $10.6K
|
4.46K
$398K
|
|
|
Feb 09, 2024
Q4 2023
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-145- 4.65% |
$9.55K - $10.9K
|
2.97K
$265K
|
|
|
Feb 09, 2024
Q4 2023
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-147- 2.36% |
$9.68K - $11.1K
|
6.09K
$543K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-147- 3.87% |
$9.68K - $11.1K
|
3.65K
$325K
|
|
|
Jan 11, 2024
Q4 2023
|
Hall Laurie J Trustee
|
SELL
|
- |
-150- 0.62% |
$9.88K - $11.3K
|
23.9K
$2.13M
|
|
|
Jan 19, 2024
Q4 2023
|
E Rn Financial, LLC
|
SELL
|
- |
-153- 0.2% |
$10.1K - $11.5K
|
77.8K
$6.93M
|
|
|
Jan 30, 2024
Q4 2023
|
Telos Capital Management, Inc.
|
SELL
|
- |
-154- 2.98% |
$10.1K - $11.6K
|
5.01K
$447K
|
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
SELL
|
- |
-159- 2.32% |
$10.5K - $12K
|
6.69K
$596K
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-159- 0.25% |
$10.5K - $12K
|
62.6K
$5.58M
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-168- 1.0% |
$11.1K - $12.7K
|
16.7K
$1.49M
|
|
|
Jan 31, 2024
Q4 2023
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-170- 3.36% |
$11.2K - $12.8K
|
4.89K
$435K
|
|
|
Feb 01, 2024
Q4 2023
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-175- 3.84% |
$11.5K - $13.2K
|
4.38K
$390K
|
|
|
Feb 14, 2024
Q4 2023
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-176- 1.72% |
$11.6K - $13.3K
|
10.1K
$896K
|
|
|
Jan 23, 2024
Q4 2023
|
Uma Financial Services, Inc.
|
SELL
|
- |
-177- 1.59% |
$11.7K - $13.4K
|
10.9K
$975K
|
|
|
Jan 29, 2024
Q4 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-177- 1.79% |
$11.7K - $13.4K
|
9.7K
$864K
|
|
|
Feb 09, 2024
Q4 2023
|
Motco
|
SELL
|
- |
-180- 0.72% |
$11.9K - $13.6K
|
24.8K
$2.21M
|
|
|
Jan 24, 2024
Q4 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-185- 0.26% |
$12.2K - $14K
|
71.7K
$6.39M
|
|
|
Jan 18, 2024
Q4 2023
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-186- 4.61% |
$12.2K - $14K
|
3.85K
$343K
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-190- 0.71% |
$12.5K - $14.3K
|
26.5K
$2.36M
|
|
|
Feb 09, 2024
Q4 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-192- 6.23% |
$12.6K - $14.5K
|
2.89K
$257K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-196- 1.01% |
$12.9K - $14.8K
|
19.2K
$1.71M
|
|
|
Jan 09, 2024
Q4 2023
|
Affiance Financial, LLC
|
SELL
|
- |
-197- 1.15% |
$13K - $14.9K
|
16.9K
$1.51M
|
|
|
Jan 24, 2024
Q4 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-197- 0.34% |
$13K - $14.9K
|
58.3K
$5.19M
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-200- 5.65% |
$13.2K - $15.1K
|
3.34K
$297K
|
|
|
Jan 30, 2024
Q4 2023
|
Oak Family Advisors, LLC
|
SELL
|
- |
-200- 3.56% |
$13.2K - $15.1K
|
5.43K
$483K
|
|
|
Feb 12, 2024
Q4 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-200- 2.51% |
$13.2K - $15.1K
|
7.77K
$693K
|
|
|
Feb 12, 2024
Q4 2023
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-200- 5.26% |
$13.2K - $15.1K
|
3.6K
$321K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-200- 2.09% |
$13.2K - $15.1K
|
9.35K
$833K
|
|
|
Jan 18, 2024
Q4 2023
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-202- 4.33% |
$13.3K - $15.2K
|
4.46K
$398K
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-205- 2.16% |
$13.5K - $15.5K
|
9.3K
$829K
|
|
|
Jan 18, 2024
Q4 2023
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-206- 0.18% |
$13.6K - $15.5K
|
115K
$10.2M
|
|
|
Jan 25, 2024
Q4 2023
|
Busey Wealth Management
|
SELL
|
- |
-207- 0.64% |
$13.6K - $15.6K
|
32.3K
$2.88M
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-209- 2.09% |
$13.8K - $15.8K
|
9.79K
$872K
|
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-210- 2.9% |
$13.8K - $15.8K
|
7.03K
$626K
|
|
|
Feb 07, 2024
Q4 2023
|
Nvwm, LLC
|
SELL
|
- |
-215- 0.47% |
$14.2K - $16.2K
|
45.7K
$4.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-215- 0.47% |
$14.2K - $16.2K
|
45.2K
$4.02M
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-219- 3.59% |
$14.4K - $16.5K
|
5.88K
$524K
|
|
|
Feb 14, 2024
Q4 2023
|
Wit, LLC
District Of Columbia, DC |
SELL
|
- |
-225- 24.04% |
$14.8K - $17K
|
711
$63.3K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-231- 75.49% |
$15.2K - $17.4K
|
75
$6.68K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-238- 1.39% |
$15.7K - $18K
|
16.8K
$1.5M
|
|
|
Jan 25, 2024
Q4 2023
|
Ma Private Wealth
|
SELL
|
- |
-245- 4.29% |
$16.1K - $18.5K
|
5.46K
$487K
|
|
|
Jan 30, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-249- 1.9% |
$16.4K - $18.8K
|
12.9K
$1.15M
|
|
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-249- 1.9% |
$16.4K - $18.8K
|
12.9K
$1.15M
|
|
|
Jan 19, 2024
Q4 2023
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-250- 2.08% |
$16.5K - $18.9K
|
11.7K
$1.05M
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-250- 2.9% |
$16.5K - $18.9K
|
8.38K
$747K
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-256- 2.98% |
$16.9K - $19.3K
|
8.34K
$743K
|
|
|
Jan 29, 2024
Q4 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-256- 0.58% |
$16.9K - $19.3K
|
44.2K
$3.94M
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-257- 7.57% |
$16.9K - $19.4K
|
3.14K
$280K
|
|
|
Feb 12, 2024
Q4 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-258- 2.1% |
$17K - $19.5K
|
12K
$1.07M
|