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 11, 2024
Q4 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-1.02K- 14.17% |
$67K - $76.8K
|
6.17K
$489K
|
|
|
Jan 31, 2024
Q4 2023
|
American Financial Advisors, LLC
|
SELL
|
- |
-1.05K- 2.61% |
$68.9K - $78.9K
|
39K
$3.09M
|
|
|
Jan 24, 2024
Q4 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-1.05K- 1.01% |
$69.1K - $79.2K
|
103K
$8.18M
|
|
|
Jan 31, 2024
Q4 2023
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-1.06K- 23.77% |
$69.7K - $79.8K
|
3.39K
$269K
|
|
|
Feb 14, 2024
Q4 2023
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-1.06K- 27.28% |
$69.9K - $80.1K
|
2.83K
$224K
|
|
|
Jan 31, 2024
Q4 2023
|
Eukles Asset Management
|
SELL
|
- |
-1.06K- 4.47% |
$70K - $80.2K
|
22.7K
$1.8M
|
|
|
Jan 23, 2024
Q4 2023
|
Howland Capital Management LLC
|
SELL
|
- |
-1.07K- 10.03% |
$70.6K - $80.9K
|
9.62K
$762K
|
|
|
Feb 14, 2024
Q4 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-1.08K- 0.23% |
$71.2K - $81.6K
|
473K
$37.5M
|
|
|
Jan 10, 2024
Q4 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-1.09K- 4.76% |
$71.6K - $82.1K
|
21.8K
$1.73M
|
|
|
Feb 12, 2024
Q4 2023
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-1.09K- 8.52% |
$71.8K - $82.3K
|
11.7K
$928K
|
|
|
Feb 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-1.09K- 2.72% |
$71.8K - $82.3K
|
39K
$3.09M
|
|
|
Feb 01, 2024
Q4 2023
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-1.1K- 0.98% |
$72.1K - $82.6K
|
110K
$8.73M
|
|
|
Jan 08, 2024
Q4 2023
|
Woodstock Corp
|
SELL
|
- |
-1.11K- 2.2% |
$72.8K - $83.4K
|
49.1K
$3.89M
|
|
|
Feb 08, 2024
Q4 2023
|
My Wealth Management Inc.
|
SELL
|
- |
-1.11K- 1.6% |
$72.8K - $83.4K
|
67.8K
$5.37M
|
|
|
Feb 06, 2024
Q4 2023
|
First National Trust CO
|
SELL
|
- |
-1.12K- 1.16% |
$73.4K - $84.1K
|
94.8K
$7.51M
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1.13K- 0.69% |
$74.3K - $85.1K
|
161K
$12.8M
|
|
|
Jan 24, 2024
Q4 2023
|
Bank Of Stockton
|
SELL
|
- |
-1.14K- 10.34% |
$74.8K - $85.7K
|
9.85K
$781K
|
|
|
Feb 14, 2024
Q4 2023
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-1.14K- 1.62% |
$74.9K - $85.8K
|
69.1K
$5.48M
|
|
|
Feb 13, 2024
Q4 2023
|
Portland Global Advisors LLC
|
SELL
|
- |
-1.16K- 0.46% |
$76.4K - $87.6K
|
250K
$19.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Strategy Asset Managers LLC
|
SELL
|
- |
-1.16K- 5.87% |
$76.6K - $87.8K
|
18.6K
$1.48M
|
|
|
Feb 05, 2024
Q4 2023
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-1.17K- 5.7% |
$76.9K - $88.1K
|
19.3K
$1.53M
|
|
|
Jan 24, 2024
Q4 2023
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-1.17K- 4.07% |
$77K - $88.3K
|
27.6K
$2.19M
|
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-1.18K- 7.49% |
$77.8K - $89.1K
|
14.6K
$1.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-1.19K- 17.04% |
$78.5K - $90K
|
5.81K
$460K
|
|
|
Jan 31, 2024
Q4 2023
|
Forte Asset Management LLC
|
SELL
|
- |
-1.21K- 4.75% |
$79.7K - $91.3K
|
24.3K
$1.92M
|
|
|
Feb 13, 2024
Q4 2023
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-1.25K- 10.43% |
$82K - $94K
|
10.7K
$847K
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-1.25K- 1.95% |
$82.2K - $94.3K
|
62.8K
$4.98M
|
|
|
Feb 08, 2024
Q4 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-1.26K- 0.33% |
$83K - $95.2K
|
376K
$29.8M
|
|
|
Aug 22, 2024
Q4 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-1.26K- 0.33% |
$83K - $95.2K
|
376K
$29.8M
|
|
|
Jan 02, 2024
Q4 2023
|
Appleton Partners Inc
|
SELL
|
- |
-1.27K- 3.8% |
$83.7K - $96K
|
32.2K
$2.55M
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.27K- 10.6% |
$83.9K - $96.1K
|
10.7K
$852K
|
|
|
Feb 06, 2024
Q4 2023
|
Catalyst Financial Partners LLC
Boston, MA |
SELL
|
- |
-1.29K- 3.61% |
$84.8K - $97.2K
|
34.4K
$2.73M
|
|
|
Jan 24, 2024
Q4 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-1.29K- 1.65% |
$85K - $97.4K
|
77.1K
$6.11M
|
|
|
Jan 12, 2024
Q4 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1.32K- 9.89% |
$86.6K - $99.2K
|
12K
$949K
|
|
|
Jan 19, 2024
Q4 2023
|
Hengehold Capital Management LLC
|
SELL
|
- |
-1.32K- 2.23% |
$86.8K - $99.5K
|
57.8K
$4.58M
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-1.32K- 0.75% |
$87K - $99.8K
|
174K
$13.8M
|
|
|
Dec 12, 2024
Q4 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-1.32K- 0.75% |
$87K - $99.8K
|
174K
$13.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-1.33K- 0.29% |
$87.5K - $100K
|
452K
$35.8M
|
|
|
Jan 19, 2024
Q4 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-1.33K- 11.29% |
$87.6K - $100K
|
10.5K
$828K
|
|
|
Feb 14, 2024
Q4 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-1.34K- 8.86% |
$88.2K - $101K
|
13.8K
$1.09M
|
|
|
Feb 13, 2024
Q4 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-1.35K- 32.76% |
$88.9K - $102K
|
2.77K
$220K
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.35K- 1.4% |
$89.1K - $102K
|
95.1K
$7.54M
|
|
|
Feb 06, 2024
Q4 2023
|
Vera Bank, N.A.
|
SELL
|
- |
-1.36K- 6.23% |
$89.6K - $103K
|
20.5K
$1.62M
|
|
|
Jan 25, 2024
Q4 2023
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-1.37K- 57.57% |
$90.1K - $103K
|
1.01K
$80K
|
|
|
Mar 07, 2024
Q4 2023
|
Objective Capital Management, LLC
|
SELL
|
- |
-1.37K- 14.39% |
$90.1K - $103K
|
8.14K
$645K
|
|
|
Jan 05, 2024
Q4 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-1.37K- 4.42% |
$90.2K - $103K
|
29.6K
$2.35M
|
|
|
Jan 17, 2024
Q4 2023
|
O'Connor Financial Group LLC
Quincy, IL |
SELL
|
- |
-1.38K- 7.53% |
$90.9K - $104K
|
17K
$1.34M
|
|
|
Jan 11, 2024
Q4 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-1.39K- 1.07% |
$91.8K - $105K
|
128K
$10.2M
|
|
|
Jan 09, 2024
Q4 2023
|
Private Capital Management LLC
|
SELL
|
- |
-1.41K- 6.46% |
$92.5K - $106K
|
20.4K
$1.61M
|
|
|
Jan 22, 2024
Q4 2023
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-1.42K- 1.81% |
$93.2K - $107K
|
76.8K
$6.08M
|