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 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
9.77K+ 95.41% |
$643K - $737K
|
20K
$1.59M
|
|
|
Feb 01, 2024
Q4 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
9.59K+ 1.49% |
$632K - $724K
|
653K
$51.8M
|
|
|
Jan 25, 2024
Q4 2023
|
First Merchants Corp
|
BUY
|
- |
9.5K+ 201.87% |
$626K - $717K
|
14.2K
$1.13M
|
|
|
Feb 14, 2024
Q4 2023
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
9.48KNew |
$624K - $715K
|
9.48K
$751K
|
|
|
Jan 30, 2024
Q4 2023
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
9.4KNew |
$619K - $709K
|
9.4K
$745K
|
|
|
Jan 31, 2024
Q4 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
9.29K+ 2.57% |
$612K - $701K
|
370K
$29.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
9.23K+ 26.49% |
$607K - $696K
|
44.1K
$3.49M
|
|
|
Jan 12, 2024
Q4 2023
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
BUY
|
- |
9.2KNew |
$605K - $694K
|
9.2K
$729K
|
|
|
Feb 01, 2024
Q4 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
9.16K+ 29.83% |
$603K - $691K
|
39.8K
$3.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Sollinda Capital Management LLC
Hickory, NC |
BUY
|
- |
9.04KNew |
$595K - $682K
|
9.04K
$717K
|
|
|
Feb 02, 2024
Q4 2023
|
Brio Consultants, LLC
|
BUY
|
- |
9.02K+ 19.19% |
$594K - $681K
|
56K
$4.44M
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
9K+ 1.47% |
$592K - $679K
|
621K
$49.2M
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
8.98K+ 3.69% |
$591K - $677K
|
252K
$20M
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
8.94KNew |
$589K - $675K
|
8.94K
$709K
|
|
|
Jan 23, 2024
Q4 2023
|
Family Capital Trust CO
|
BUY
|
- |
8.91KNew |
$586K - $672K
|
8.91K
$706K
|
|
|
Feb 07, 2024
Q4 2023
|
United Bank
Vienna, VA |
BUY
|
- |
8.87K+ 30.61% |
$584K - $670K
|
37.9K
$3M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
8.86K+ 4.2% |
$584K - $669K
|
220K
$17.4M
|
|
|
Feb 01, 2024
Q4 2023
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
8.63KNew |
$568K - $651K
|
8.63K
$683K
|
|
|
Jan 19, 2024
Q4 2023
|
Forum Private Client Group LLC
|
BUY
|
- |
8.49KNew |
$559K - $641K
|
8.49K
$673K
|
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
BUY
|
- |
8.37K+ 6.01% |
$551K - $632K
|
148K
$11.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Ironwood Investment Management LLC
Boston, MA |
BUY
|
- |
8.28K+ 8.2% |
$545K - $625K
|
109K
$8.66M
|
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
8.27KNew |
$544K - $624K
|
8.27K
$655K
|
|
|
Feb 08, 2024
Q4 2023
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
8.24KNew |
$542K - $622K
|
8.24K
$653K
|
|
|
Jan 08, 2024
Q4 2023
|
Parkside Advisors LLC
|
BUY
|
- |
8.14K+ 2.77% |
$536K - $614K
|
302K
$23.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
8.06K+ 5.03% |
$531K - $608K
|
168K
$13.3M
|
|
|
Mar 14, 2024
Q4 2023
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
8.04KNew |
$530K - $607K
|
8.04K
$637K
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
8.03K+ 11.59% |
$529K - $606K
|
77.4K
$6.13M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
8.03K+ 5.04% |
$529K - $606K
|
167K
$13.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
8KNew |
$527K - $604K
|
8K
$634K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
7.82K+ 1.5% |
$515K - $590K
|
530K
$42M
|
|
|
Jan 11, 2024
Q4 2023
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
7.67K+ 19.63% |
$505K - $579K
|
46.7K
$3.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
7.67K+ 4.11% |
$505K - $578K
|
194K
$15.4M
|
|
|
Feb 01, 2024
Q4 2023
|
New York State Common Retirement Fund
|
BUY
|
- |
7.63K+ 9.69% |
$502K - $576K
|
86.4K
$6.84M
|
|
|
Feb 09, 2024
Q4 2023
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
7.61K+ 29.17% |
$501K - $574K
|
33.7K
$2.67M
|
|
|
Feb 06, 2024
Q4 2023
|
Palisade Asset Management, LLC
|
BUY
|
- |
7.59K+ 20.23% |
$500K - $573K
|
45.1K
$3.58M
|
|
|
Feb 13, 2024
Q4 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
7.44K+ 23.35% |
$490K - $561K
|
39.3K
$3.11M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
7.43K+ 55.02% |
$489K - $561K
|
20.9K
$1.66M
|
|
|
Feb 13, 2024
Q4 2023
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
7.4K+ 5.69% |
$487K - $559K
|
138K
$10.9M
|
|
|
Jun 27, 2024
Q4 2023
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
7.38K+ 96.75% |
$486K - $557K
|
15K
$1.19M
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
7.02K+ 13.14% |
$462K - $530K
|
60.5K
$4.79M
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
6.98KNew |
$459K - $527K
|
6.98K
$553K
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
6.98K+ 15.15% |
$459K - $526K
|
53K
$4.2M
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
6.94K+ 222.57% |
$457K - $524K
|
10.1K
$797K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
6.93K+ 55.89% |
$456K - $523K
|
19.3K
$1.53M
|
|
|
Feb 05, 2024
Q4 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
6.92K+ 3.93% |
$456K - $522K
|
183K
$14.5M
|
|
|
Feb 01, 2024
Q4 2023
|
Sentry LLC
Memphis, TN |
BUY
|
- |
6.84KNew |
$450K - $516K
|
6.84K
$542K
|
|
|
Feb 12, 2024
Q4 2023
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
6.81KNew |
$449K - $514K
|
6.81K
$540K
|
|
|
Jan 12, 2024
Q4 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
6.7KNew |
$441K - $506K
|
6.7K
$531K
|
|
|
Feb 08, 2024
Q4 2023
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
6.62K+ 70.26% |
$436K - $500K
|
16K
$1.27M
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
6.46KNew |
$425K - $488K
|
6.46K
$512K
|