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 |
|---|---|---|---|---|---|---|---|
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|
Feb 12, 2024
Q4 2023
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-3.4K- 3.6% |
$224K - $257K
|
91K
$7.5M
|
|
|
Jan 30, 2024
Q4 2023
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-3.44K- 2.49% |
$226K - $259K
|
135K
$11.1M
|
|
|
Jan 11, 2024
Q4 2023
|
West Coast Financial LLC
|
SELL
|
- |
-3.49K- 3.11% |
$230K - $263K
|
109K
$8.96M
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-3.5K- 10.26% |
$231K - $264K
|
30.7K
$2.53M
|
|
|
Feb 12, 2024
Q4 2023
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-3.54K- 7.22% |
$233K - $267K
|
45.5K
$3.75M
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-3.6K- 0.74% |
$237K - $272K
|
485K
$40M
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-3.63K- 4.67% |
$239K - $274K
|
74.1K
$6.11M
|
|
|
Feb 08, 2024
Q4 2023
|
Efficient Advisors, LLC
|
SELL
|
- |
-3.66K- 5.33% |
$241K - $276K
|
65K
$5.36M
|
|
|
Jan 17, 2024
Q4 2023
|
Wealth Bridge Investment Counsel Inc.
|
SELL
|
- |
-3.78K- 2.63% |
$249K - $285K
|
140K
$11.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-3.81K- 98.07% |
$251K - $288K
|
75
$6.18K
|
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-3.82K- 4.3% |
$252K - $289K
|
85K
$7.01M
|
|
|
Feb 02, 2024
Q4 2023
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-3.9K- 5.32% |
$257K - $294K
|
69.4K
$5.72M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-3.95K- 12.05% |
$260K - $298K
|
28.8K
$2.38M
|
|
|
Feb 07, 2024
Q4 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-3.97K- 8.22% |
$261K - $299K
|
44.3K
$3.65M
|
|
|
Feb 13, 2024
Q4 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-4.18K- 0.42% |
$275K - $315K
|
988K
$81.5M
|
|
|
Jan 18, 2024
Q4 2023
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-4.22K- 44.21% |
$278K - $318K
|
5.33K
$439K
|
|
|
Jan 16, 2024
Q4 2023
|
Twele Capital Management, Inc.
|
SELL
|
- |
-4.23K- 1.39% |
$279K - $319K
|
301K
$24.8M
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-4.31K- 12.08% |
$284K - $325K
|
31.3K
$2.59M
|
|
|
Jan 11, 2024
Q4 2023
|
First Citizens Financial Corp
|
SELL
|
- |
-4.36K- 3.73% |
$287K - $329K
|
112K
$9.26M
|
|
|
Feb 13, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-4.39K- 1.77% |
$289K - $332K
|
244K
$20.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-4.41K- 13.1% |
$290K - $333K
|
29.3K
$2.41M
|
|
|
Feb 12, 2024
Q4 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-4.5K- 37.93% |
$296K - $340K
|
7.37K
$607K
|
|
|
Feb 14, 2024
Q4 2023
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-4.57K- 4.28% |
$301K - $345K
|
102K
$8.42M
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-4.67K- 48.47% |
$307K - $352K
|
4.96K
$409K
|
|
|
Jan 12, 2024
Q4 2023
|
Patton Fund Management, Inc.
|
SELL
|
- |
-4.68K- 2.05% |
$308K - $353K
|
223K
$18.4M
|
|
|
Jan 17, 2024
Q4 2023
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
SELL
|
- |
-4.78K- 1.9% |
$314K - $360K
|
246K
$20.3M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-4.78K- 2.95% |
$315K - $361K
|
157K
$13M
|
|
|
Jan 23, 2024
Q4 2023
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-4.81K- 2.49% |
$316K - $363K
|
189K
$15.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-4.85K- 1.17% |
$319K - $366K
|
409K
$33.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-4.92K- 3.07% |
$324K - $371K
|
155K
$12.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Destination Wealth Management
|
SELL
|
- |
-4.93K- 1.14% |
$324K - $372K
|
426K
$35.1M
|
|
|
Jan 23, 2024
Q4 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-4.94K- 6.43% |
$326K - $373K
|
71.9K
$5.93M
|
|
|
Feb 13, 2024
Q4 2023
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-5.12K- 13.64% |
$337K - $386K
|
32.4K
$2.67M
|
|
|
Feb 01, 2024
Q4 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-5.16K- 3.91% |
$340K - $389K
|
127K
$10.4M
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
SELL
|
- |
-5.3K- 5.98% |
$349K - $400K
|
83.3K
$6.87M
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-5.34K- 3.47% |
$352K - $403K
|
149K
$12.3M
|
|
|
Jan 19, 2024
Q4 2023
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-5.39K- 16.51% |
$355K - $407K
|
27.2K
$2.25M
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-5.41K- 7.64% |
$356K - $409K
|
65.4K
$5.4M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-5.43K- 5.01% |
$357K - $410K
|
103K
$8.49M
|
|
|
Jan 31, 2024
Q4 2023
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-5.5K- 3.05% |
$362K - $415K
|
175K
$14.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Miller Investment Management, LP
West Conshohocken, PA |
SELL
|
- |
-5.57K- 0.72% |
$367K - $420K
|
763K
$62.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-5.59K- 43.75% |
$368K - $422K
|
7.19K
$593K
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-5.7K- 6.88% |
$375K - $430K
|
77.1K
$6.36M
|
|
|
Feb 07, 2024
Q4 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-5.88K- 9.64% |
$387K - $444K
|
55.1K
$4.55M
|
|
|
Jan 08, 2024
Q4 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-5.92K- 22.26% |
$390K - $447K
|
20.7K
$1.7M
|
|
|
Jan 12, 2024
Q4 2023
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-5.92K- 4.81% |
$390K - $447K
|
117K
$9.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-5.92K- 17.13% |
$390K - $447K
|
28.7K
$2.36M
|
|
|
Feb 13, 2024
Q4 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-5.94K- 13.51% |
$391K - $448K
|
38K
$3.14M
|
|
|
Feb 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-6.21K- 10.75% |
$409K - $469K
|
51.6K
$4.25M
|
|
|
Jan 23, 2024
Q4 2023
|
Corundum Group, Inc.
|
SELL
|
- |
-6.39K- 5.37% |
$421K - $482K
|
113K
$9.28M
|