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
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
15.4K+ 248.31% |
$1.02M - $1.16M
|
21.6K
$1.71M
|
|
|
Feb 09, 2024
Q4 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
15.2K+ 1.84% |
$1M - $1.15M
|
841K
$66.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
14.9K+ 28.35% |
$981K - $1.12M
|
67.4K
$5.34M
|
|
|
Jan 29, 2024
Q4 2023
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
14.8KNew |
$974K - $1.12M
|
14.8K
$1.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Hancock Whitney Corp
|
BUY
|
- |
14.6K+ 2.31% |
$960K - $1.1M
|
647K
$51.3M
|
|
|
Jan 22, 2024
Q4 2023
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
14.3K+ 699.37% |
$943K - $1.08M
|
16.4K
$1.3M
|
|
|
Jan 24, 2024
Q4 2023
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
BUY
|
- |
14.1KNew |
$929K - $1.07M
|
14.1K
$1.12M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
14K+ 20.11% |
$919K - $1.05M
|
83.4K
$6.61M
|
|
|
Feb 08, 2024
Q4 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
14K+ 5.99% |
$919K - $1.05M
|
247K
$19.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
13.7K+ 35.49% |
$900K - $1.03M
|
52.2K
$4.13M
|
|
|
Jan 23, 2024
Q4 2023
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
13.5KNew |
$890K - $1.02M
|
13.5K
$1.07M
|
|
|
Feb 07, 2024
Q4 2023
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
13.4KNew |
$882K - $1.01M
|
13.4K
$1.06M
|
|
|
Feb 16, 2024
Q4 2023
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
13.4KNew |
$882K - $1.01M
|
13.4K
$1.06M
|
|
|
Feb 09, 2024
Q4 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
13.2KNew |
$871K - $999K
|
13.2K
$1.05M
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
13.1K+ 158.62% |
$865K - $991K
|
21.4K
$1.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
13.1K+ 20.7% |
$862K - $988K
|
76.3K
$6.05M
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
12.8K+ 25.59% |
$846K - $970K
|
63.1K
$5M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
12.3KNew |
$809K - $927K
|
12.3K
$973K
|
|
|
Jan 18, 2024
Q4 2023
|
Ht Partners LLC
|
BUY
|
- |
12.3K+ 2.03% |
$808K - $926K
|
618K
$48.9M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
12.2K+ 1.4% |
$803K - $921K
|
886K
$70.2M
|
|
|
Feb 02, 2024
Q4 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
12K+ 5.95% |
$788K - $903K
|
213K
$16.9M
|
|
|
Jan 24, 2024
Q4 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
11.9K+ 124.79% |
$786K - $901K
|
21.5K
$1.7M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
11.9K+ 6.61% |
$783K - $898K
|
192K
$15.2M
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
BUY
|
- |
11.9K+ 18.56% |
$782K - $896K
|
75.8K
$6.01M
|
|
|
Jan 12, 2024
Q4 2023
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
11.9K+ 169.41% |
$781K - $895K
|
18.9K
$1.49M
|
|
|
Feb 13, 2024
Q4 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
11.7K+ 18.25% |
$772K - $885K
|
76K
$6.02M
|
|
|
Feb 13, 2024
Q4 2023
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
11.7K+ 21.44% |
$771K - $883K
|
66.3K
$5.25M
|
|
|
Feb 12, 2024
Q4 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
11.7K+ 74.93% |
$769K - $881K
|
27.3K
$2.16M
|
|
|
Jan 30, 2024
Q4 2023
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
11.5KNew |
$756K - $866K
|
11.5K
$909K
|
|
|
Jan 31, 2024
Q4 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
11.4K+ 112.28% |
$753K - $863K
|
21.6K
$1.71M
|
|
|
Feb 14, 2024
Q4 2023
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
- |
11.4K+ 1.93% |
$752K - $862K
|
602K
$47.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
11.4KNew |
$752K - $862K
|
11.4K
$905K
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
11.3K+ 15.54% |
$741K - $849K
|
83.7K
$6.63M
|
|
|
Jan 18, 2024
Q4 2023
|
Saxon Interests, Inc.
|
BUY
|
- |
11.1KNew |
$733K - $840K
|
11.1K
$882K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
BUY
|
- |
11K+ 9.7% |
$727K - $834K
|
125K
$9.9M
|
|
|
Jan 29, 2024
Q4 2023
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
10.8KNew |
$712K - $816K
|
10.8K
$857K
|
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
10.7K+ 3.43% |
$706K - $809K
|
323K
$25.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
10.7K+ 5.24% |
$703K - $806K
|
214K
$17M
|
|
|
Feb 14, 2024
Q4 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
10.7KNew |
$701K - $804K
|
10.7K
$844K
|
|
|
May 07, 2024
Q4 2023
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
10.6KNew |
$695K - $797K
|
10.6K
$837K
|
|
|
Feb 14, 2024
Q4 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
10.2K+ 3.94% |
$673K - $771K
|
269K
$21.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
10.2K+ 79.65% |
$672K - $770K
|
23K
$1.82M
|
|
|
Feb 14, 2024
Q4 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
10.2K+ 7.16% |
$671K - $769K
|
153K
$12.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
10.1K+ 36.62% |
$663K - $760K
|
37.6K
$2.98M
|
|
|
Jan 31, 2024
Q4 2023
|
Stephenson & Company, Inc.
San Clemente, CA |
BUY
|
- |
9.9KNew |
$652K - $747K
|
9.9K
$784K
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
9.8KNew |
$645K - $740K
|
9.8K
$777K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
9.8K+ 6.26% |
$645K - $739K
|
166K
$13.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
9.8K+ 6.26% |
$645K - $739K
|
166K
$13.2M
|
|
|
Jan 19, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
9.77K+ 6.96% |
$644K - $738K
|
150K
$11.9M
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
9.77K+ 6.96% |
$644K - $738K
|
150K
$11.9M
|