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 02, 2024
Q4 2023
|
Bailard, Inc.
|
SELL
|
- |
-13K- 0.99% |
$853K - $978K
|
1.29M
$102M
|
|
|
Jan 25, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-13.6K- 8.73% |
$895K - $1.03M
|
142K
$11.3M
|
|
|
Jan 29, 2024
Q4 2023
|
Ifg Advisors, LLC
|
SELL
|
- |
-13.6K- 3.32% |
$896K - $1.03M
|
396K
$31.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-14K- 18.28% |
$923K - $1.06M
|
62.7K
$4.97M
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-14.5K- 41.07% |
$955K - $1.1M
|
20.8K
$1.65M
|
|
|
Feb 05, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-14.8K- 69.18% |
$978K - $1.12M
|
6.62K
$524K
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-15K- 16.03% |
$986K - $1.13M
|
78.4K
$6.21M
|
|
|
Feb 01, 2024
Q4 2023
|
Old National Bancorp
|
SELL
|
- |
-15K- 18.5% |
$988K - $1.13M
|
66.1K
$5.24M
|
|
|
Feb 05, 2024
Q4 2023
|
Pitti Group Wealth Management, LLC
|
SELL
|
- |
-15.5K- 15.06% |
$1.02M - $1.17M
|
87.2K
$6.91M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-16.1K- 32.26% |
$1.06M - $1.21M
|
33.7K
$2.67M
|
|
|
Feb 14, 2024
Q4 2023
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-16.4K- 3.03% |
$1.08M - $1.24M
|
524K
$41.5M
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-17.7K- 35.63% |
$1.17M - $1.34M
|
32K
$2.54M
|
|
|
Jan 25, 2024
Q4 2023
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-17.9K- 7.19% |
$1.18M - $1.35M
|
231K
$18.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-18K- 34.18% |
$1.19M - $1.36M
|
34.7K
$2.75M
|
|
|
Feb 14, 2024
Q4 2023
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-18.5K- 10.79% |
$1.22M - $1.4M
|
153K
$12.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-19.3K- 17.23% |
$1.27M - $1.46M
|
92.6K
$7.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-20K- 14.43% |
$1.32M - $1.51M
|
118K
$9.39M
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-20.1K- 76.27% |
$1.33M - $1.52M
|
6.27K
$496K
|
|
|
Feb 13, 2024
Q4 2023
|
Credit Agricole S A
|
SELL
|
- |
-20.6K- 21.1% |
$1.35M - $1.55M
|
76.9K
$6.09M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-20.8K- 9.98% |
$1.37M - $1.57M
|
188K
$14.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-21K- 59.84% |
$1.39M - $1.59M
|
14.1K
$1.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-23K- 96.88% |
$1.52M - $1.74M
|
741
$58.7K
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-23.7K- 20.46% |
$1.56M - $1.79M
|
92.2K
$7.31M
|
|
|
Feb 08, 2024
Q4 2023
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-24K- 23.96% |
$1.58M - $1.81M
|
76.1K
$6.03M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-24K- 48.67% |
$1.58M - $1.81M
|
25.3K
$2.01M
|
|
|
Feb 09, 2024
Q4 2023
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-25K- 28.14% |
$1.65M - $1.89M
|
63.9K
$5.07M
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-25.4K- 38.53% |
$1.67M - $1.91M
|
40.5K
$3.21M
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-25.4K- 2.93% |
$1.68M - $1.92M
|
842K
$66.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-25.5K- 8.34% |
$1.68M - $1.92M
|
280K
$22.2M
|
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-25.5K- 8.34% |
$1.68M - $1.92M
|
280K
$22.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-26.3K- 3.03% |
$1.73M - $1.98M
|
841K
$66.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-27.4K- 63.89% |
$1.8M - $2.07M
|
15.5K
$1.23M
|
|
|
Jan 31, 2024
Q4 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-27.5K- 15.11% |
$1.81M - $2.08M
|
155K
$12.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-27.7K- 4.2% |
$1.82M - $2.09M
|
631K
$50M
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-27.9K- 62.06% |
$1.84M - $2.11M
|
17K
$1.35M
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-28.4K- 6.59% |
$1.87M - $2.14M
|
402K
$31.9M
|
|
|
Feb 06, 2024
Q4 2023
|
James Investment Research Inc
|
SELL
|
- |
-29.1K- 82.75% |
$1.91M - $2.19M
|
6.06K
$480K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-29.3K- 2.05% |
$1.93M - $2.21M
|
1.4M
$111M
|
|
|
Feb 01, 2024
Q4 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-30K- 16.5% |
$1.98M - $2.27M
|
152K
$12M
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-30.8K- 7.51% |
$2.03M - $2.33M
|
379K
$30.1M
|
|
|
Feb 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-31.3K- 76.23% |
$2.06M - $2.36M
|
9.75K
$773K
|
|
|
Feb 13, 2024
Q4 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-32.4K- 1.47% |
$2.13M - $2.45M
|
2.17M
$172M
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-33.5K- 63.46% |
$2.21M - $2.53M
|
19.3K
$1.53M
|
|
|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-34.9K- 5.65% |
$2.29M - $2.63M
|
582K
$46.1M
|
|
|
Mar 12, 2024
Q4 2023
|
Rovin Capital
|
SELL
|
- |
-35.3K- 67.8% |
$2.32M - $2.66M
|
16.8K
$1.33M
|
|
|
Feb 06, 2024
Q4 2023
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-35.6K- 62.48% |
$2.34M - $2.69M
|
21.4K
$1.69M
|
|
|
Feb 15, 2024
Q4 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-37K- 50.32% |
$2.43M - $2.79M
|
36.5K
$2.89M
|
|
|
Feb 13, 2024
Q4 2023
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-38.8K- 15.15% |
$2.56M - $2.93M
|
218K
$17.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-39K- 50.22% |
$2.57M - $2.94M
|
38.7K
$3.06M
|
|
|
Feb 12, 2024
Q4 2023
|
Avestar Capital, LLC
|
SELL
|
- |
-39.2K- 22.34% |
$2.58M - $2.96M
|
136K
$10.8M
|