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 09, 2024
Q4 2023
|
Private Capital Management LLC
|
SELL
|
- |
-1.41K- 6.46% |
$92.5K - $106K
|
20.4K
$1.62M
|
|
|
Jan 22, 2024
Q4 2023
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-1.42K- 1.81% |
$93.2K - $107K
|
76.8K
$6.12M
|
|
|
Feb 05, 2024
Q4 2023
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-1.44K- 2.01% |
$95.1K - $109K
|
70.4K
$5.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Horan Securities, Inc.
|
SELL
|
- |
-1.46K- 19.33% |
$96.1K - $110K
|
6.09K
$485K
|
|
|
Jan 30, 2024
Q4 2023
|
Members Trust CO
|
SELL
|
- |
-1.46K- 7.04% |
$96.3K - $110K
|
19.3K
$1.54M
|
|
|
Feb 01, 2024
Q4 2023
|
Townsend Asset Management Corp
|
SELL
|
- |
-1.46K- 14.63% |
$96.4K - $110K
|
8.54K
$681K
|
|
|
Feb 13, 2024
Q4 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-1.49K- 8.24% |
$98.4K - $113K
|
16.6K
$1.33M
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-1.5K- 8.61% |
$98.6K - $113K
|
15.9K
$1.27M
|
|
|
Jan 04, 2024
Q4 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-1.5K- 1.49% |
$98.9K - $113K
|
99.6K
$7.93M
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-1.54K- 77.88% |
$101K - $116K
|
437
$34.8K
|
|
|
Feb 01, 2024
Q4 2023
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-1.55K- 2.03% |
$102K - $117K
|
74.7K
$5.95M
|
|
|
Jan 25, 2024
Q4 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-1.55K- 7.5% |
$102K - $117K
|
19.1K
$1.52M
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
SELL
|
- |
-1.57K- 0.66% |
$103K - $118K
|
236K
$18.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-1.6K- 1.49% |
$105K - $121K
|
106K
$8.42M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-1.61K- 0.94% |
$106K - $122K
|
171K
$13.6M
|
|
|
Jan 17, 2024
Q4 2023
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-1.66K- 4.28% |
$109K - $125K
|
37.1K
$2.95M
|
|
|
Feb 08, 2024
Q4 2023
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-1.66K- 9.85% |
$109K - $125K
|
15.2K
$1.21M
|
|
|
Jan 19, 2024
Q4 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-1.67K- 19.2% |
$110K - $126K
|
7.03K
$560K
|
|
|
Jan 19, 2024
Q4 2023
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-1.69K- 34.43% |
$111K - $127K
|
3.21K
$256K
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-1.69K- 36.86% |
$111K - $128K
|
2.9K
$231K
|
|
|
Feb 14, 2024
Q4 2023
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-1.71K- 2.69% |
$113K - $129K
|
61.9K
$4.93M
|
|
|
Feb 07, 2024
Q4 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-1.72K- 7.07% |
$113K - $130K
|
22.6K
$1.8M
|
|
|
Jan 17, 2024
Q4 2023
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-1.74K- 22.52% |
$114K - $131K
|
5.98K
$476K
|
|
|
Feb 02, 2024
Q4 2023
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-1.75K- 5.36% |
$115K - $132K
|
30.8K
$2.46M
|
|
|
Jan 11, 2024
Q4 2023
|
Thomasville National Bank
|
SELL
|
- |
-1.75K- 11.41% |
$115K - $132K
|
13.6K
$1.08M
|
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-1.78K- 4.37% |
$117K - $134K
|
38.9K
$3.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-1.81K- 5.04% |
$119K - $137K
|
34.2K
$2.72M
|
|
|
Jan 17, 2024
Q4 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
SELL
|
- |
-1.84K- 5.17% |
$121K - $139K
|
33.7K
$2.68M
|
|
|
Jan 17, 2024
Q4 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-1.84K- 14.13% |
$121K - $139K
|
11.2K
$890K
|
|
|
Feb 12, 2024
Q4 2023
|
Allie Family Office LLC
|
SELL
|
- |
-1.85K- 0.76% |
$122K - $139K
|
241K
$19.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Simmons Bank
|
SELL
|
- |
-1.85K- 1.54% |
$122K - $139K
|
118K
$9.42M
|
|
|
Jan 25, 2024
Q4 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-1.92K- 2.09% |
$126K - $145K
|
89.8K
$7.16M
|
|
|
Jan 18, 2024
Q4 2023
|
Occidental Asset Management, LLC
|
SELL
|
- |
-1.92K- 38.34% |
$127K - $145K
|
3.09K
$246K
|
|
|
Feb 09, 2024
Q4 2023
|
Northeast Investment Management
|
SELL
|
- |
-1.93K- 13.26% |
$127K - $145K
|
12.6K
$1M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.93K- 1.22% |
$127K - $146K
|
157K
$12.5M
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.96K- 11.77% |
$129K - $148K
|
14.7K
$1.17M
|
|
|
Jan 23, 2024
Q4 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-1.96K- 22.31% |
$129K - $148K
|
6.84K
$545K
|
|
|
Jan 29, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1.99K- 18.59% |
$131K - $150K
|
8.73K
$696K
|
|
|
Jun 03, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1.99K- 18.59% |
$131K - $150K
|
8.73K
$696K
|
|
|
Feb 08, 2024
Q4 2023
|
Apexium Financial, LP
|
SELL
|
- |
-2K- 13.73% |
$131K - $151K
|
12.5K
$998K
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-2K- 2.65% |
$131K - $151K
|
73.3K
$5.84M
|
|
|
Jan 24, 2024
Q4 2023
|
Vahanian & Associates Financial Planning Inc.
|
SELL
|
- |
-2K- 33.9% |
$132K - $151K
|
3.9K
$311K
|
|
|
Feb 08, 2024
Q4 2023
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-2.03K- 2.35% |
$134K - $153K
|
84.4K
$6.72M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.03K- 0.66% |
$134K - $153K
|
306K
$24.4M
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2.08K- 10.53% |
$137K - $157K
|
17.6K
$1.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
SELL
|
- |
-2.11K- 15.95% |
$139K - $159K
|
11.1K
$885K
|
|
|
Feb 05, 2024
Q4 2023
|
Harbor Advisory Corp
|
SELL
|
- |
-2.13K- 7.64% |
$140K - $161K
|
25.8K
$2.05M
|
|
|
Jan 17, 2024
Q4 2023
|
Hms Capital Management, LLC
|
SELL
|
- |
-2.18K- 2.74% |
$143K - $164K
|
77.2K
$6.15M
|
|
|
Feb 12, 2024
Q4 2023
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-2.21K- 3.14% |
$146K - $167K
|
68.1K
$5.42M
|
|
|
Feb 12, 2024
Q4 2023
|
Wms Partners, LLC
|
SELL
|
- |
-2.22K- 39.73% |
$146K - $167K
|
3.37K
$268K
|