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 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-6.85K- 12.07% |
$451K - $517K
|
49.9K
$3.95M
|
|
|
Jan 23, 2024
Q4 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-6.99K- 4.81% |
$460K - $527K
|
138K
$11M
|
|
|
Feb 12, 2024
Q4 2023
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-7K- 48.77% |
$461K - $528K
|
7.35K
$583K
|
|
|
Jan 04, 2024
Q4 2023
|
In Track Investment Management Inc
|
SELL
|
- |
-7.02K- 16.17% |
$462K - $530K
|
36.4K
$2.88M
|
|
|
Feb 14, 2024
Q4 2023
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-7.03K- 21.51% |
$463K - $530K
|
25.6K
$2.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-7.24K- 1.24% |
$476K - $546K
|
578K
$45.8M
|
|
|
Jan 10, 2024
Q4 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-7.33K- 49.88% |
$482K - $553K
|
7.36K
$583K
|
|
|
Jan 22, 2024
Q4 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-7.6K- 3.91% |
$500K - $573K
|
187K
$14.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-7.63K- 0.42% |
$503K - $576K
|
1.83M
$145M
|
|
|
Feb 12, 2024
Q4 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-7.73K- 17.88% |
$509K - $583K
|
35.5K
$2.81M
|
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-7.75K- 1.89% |
$510K - $585K
|
402K
$31.8M
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-7.83K- 16.3% |
$516K - $591K
|
40.2K
$3.19M
|
|
|
Feb 08, 2024
Q4 2023
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-7.92K- 5.48% |
$521K - $598K
|
136K
$10.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-8.16K- 8.61% |
$537K - $616K
|
86.6K
$6.86M
|
|
|
Feb 14, 2024
Q4 2023
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
SELL
|
- |
-8.25K- 0.99% |
$543K - $623K
|
823K
$65.2M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-8.44K- 43.28% |
$556K - $637K
|
11.1K
$877K
|
|
|
Feb 14, 2024
Q4 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-8.57K- 12.2% |
$564K - $646K
|
61.6K
$4.88M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-8.78K- 22.87% |
$578K - $662K
|
29.6K
$2.35M
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-8.78K- 7.92% |
$578K - $663K
|
102K
$8.1M
|
|
|
Jan 08, 2024
Q4 2023
|
Ewg Elevate Inc.
|
SELL
|
- |
-8.84K- 15.4% |
$582K - $667K
|
48.6K
$3.85M
|
|
|
Nov 12, 2024
Q4 2023
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-8.95K- 80.04% |
$589K - $675K
|
2.23K
$177K
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-9.03K- 3.69% |
$594K - $681K
|
236K
$18.7M
|
|
|
Feb 14, 2024
Q4 2023
|
I A Global Asset Management Inc.
Quebec, A8 |
SELL
|
- |
-9.09K- 2.63% |
$599K - $686K
|
337K
$26.7M
|
|
|
Feb 02, 2024
Q4 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-9.17K- 19.1% |
$604K - $692K
|
38.8K
$3.08M
|
|
|
Feb 13, 2024
Q4 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-9.3K- 5.66% |
$612K - $702K
|
155K
$12.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
SELL
|
- |
-9.35K- 1.74% |
$615K - $705K
|
529K
$41.9M
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
SELL
|
- |
-9.51K- 74.13% |
$626K - $718K
|
3.32K
$263K
|
|
|
Mar 15, 2024
Q4 2023
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-9.64K- 5.53% |
$635K - $727K
|
165K
$13M
|
|
|
Jun 20, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-9.79K- 2.91% |
$645K - $739K
|
327K
$25.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Omers Administration Corp
Toronto, A6 |
SELL
|
- |
-10K- 2.64% |
$658K - $755K
|
369K
$29.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-10.2K- 2.98% |
$673K - $772K
|
333K
$26.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
SELL
|
- |
-10.3K- 3.45% |
$681K - $780K
|
290K
$23M
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-10.4K- 1.25% |
$687K - $787K
|
824K
$65.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-10.5K- 32.86% |
$689K - $790K
|
21.4K
$1.69M
|
|
|
Feb 08, 2024
Q4 2023
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-10.6K- 48.92% |
$697K - $799K
|
11.1K
$876K
|
|
|
Jan 29, 2024
Q4 2023
|
Conning Inc.
|
SELL
|
- |
-10.7K- 3.36% |
$704K - $807K
|
308K
$24.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-10.7K- 3.75% |
$708K - $811K
|
276K
$21.9M
|
|
|
Jan 29, 2024
Q4 2023
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-10.8K- 35.35% |
$712K - $816K
|
19.8K
$1.57M
|
|
|
Jan 08, 2024
Q4 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-11.1K- 4.42% |
$728K - $835K
|
239K
$18.9M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-11.2K- 17.77% |
$740K - $849K
|
52K
$4.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-11.3K- 34.44% |
$744K - $852K
|
21.5K
$1.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-11.4K- 54.57% |
$750K - $860K
|
9.48K
$751K
|
|
|
Feb 09, 2024
Q4 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-11.5K- 54.55% |
$755K - $865K
|
9.55K
$757K
|
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
SELL
|
- |
-11.6K- 1.44% |
$767K - $879K
|
797K
$63.2M
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-12K- 63.73% |
$787K - $902K
|
6.8K
$539K
|
|
|
Jan 25, 2024
Q4 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
SELL
|
- |
-12K- 63.73% |
$787K - $902K
|
6.8K
$539K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-12.3K- 25.33% |
$807K - $925K
|
36.1K
$2.86M
|
|
|
Feb 14, 2024
Q4 2023
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
SELL
|
- |
-12.3K- 35.0% |
$811K - $929K
|
22.9K
$1.81M
|
|
|
Feb 08, 2024
Q4 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-12.4K- 5.09% |
$814K - $933K
|
230K
$18.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Crestone Asset Management LLC
|
SELL
|
- |
-12.7K- 8.7% |
$835K - $957K
|
133K
$10.5M
|