Purchases and Sales Made in Q3 2023 in Ishares Tr Msci Eafe ETF (EFA)
This table provides information about the institutional ownership of Ishares Tr Msci Eafe ETF (EFA) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
5.65M+ 310.66% |
$387M - $420M
|
7.46M
$579M
|
|
|
Nov 09, 2023
Q3 2023
|
Causeway Capital Management LLC
Los Angeles, CA |
BUY
|
- |
4.79MNew |
$328M - $357M
|
4.79M
$371M
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
3.58M+ 1261.72% |
$245M - $267M
|
3.86M
$299M
|
|
|
Oct 13, 2023
Q3 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
3.21MNew |
$220M - $239M
|
3.21M
$249M
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
2.98M+ 25.8% |
$204M - $222M
|
14.5M
$1.13B
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
1.92M+ 256.5% |
$132M - $143M
|
2.67M
$207M
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
1.83MNew |
$126M - $136M
|
1.83M
$142M
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
1.01M+ 24.83% |
$69.4M - $75.4M
|
5.09M
$395M
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
930K+ 2.79% |
$63.8M - $69.2M
|
34.2M
$2.65B
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
843K+ 2720.14% |
$57.8M - $62.7M
|
874K
$67.7M
|
|
|
Oct 27, 2023
Q3 2023
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
829KNew |
$56.8M - $61.7M
|
829K
$64.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
696K+ 9.85% |
$47.7M - $51.8M
|
7.76M
$601M
|
|
|
Nov 30, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
581K+ 14942.79% |
$39.8M - $43.3M
|
585K
$45.3M
|
|
|
Nov 03, 2023
Q3 2023
|
Fiducient Advisors LLC
|
BUY
|
- |
562K+ 7933.78% |
$38.5M - $41.9M
|
569K
$44.1M
|
|
|
Nov 14, 2023
Q3 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
541KNew |
$37.1M - $40.2M
|
541K
$41.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
528K+ 25.04% |
$36.2M - $39.3M
|
2.64M
$204M
|
|
|
Nov 08, 2023
Q3 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
513KNew |
$35.1M - $38.2M
|
513K
$39.7M
|
|
|
Nov 09, 2023
Q3 2023
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
509KNew |
$34.9M - $37.9M
|
509K
$39.4M
|
|
|
Oct 12, 2023
Q3 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
464KNew |
$31.8M - $34.5M
|
464K
$36M
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
- |
443K+ 116.92% |
$30.4M - $33M
|
823K
$63.8M
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
403K+ 24.97% |
$27.6M - $30M
|
2.02M
$156M
|
|
|
Nov 13, 2023
Q3 2023
|
American International Group, Inc.
New York, NY |
BUY
|
- |
393K+ 55.35% |
$26.9M - $29.2M
|
1.1M
$85.4M
|
|
|
Nov 07, 2023
Q3 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
344K+ 114.14% |
$23.6M - $25.6M
|
645K
$50M
|
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
BUY
|
- |
308K+ 13.59% |
$21.1M - $22.9M
|
2.57M
$200M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital International Investors
Los Angeles, CA |
BUY
|
- |
292K+ 55.84% |
$20M - $21.7M
|
814K
$63.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
291K+ 1814.11% |
$19.9M - $21.7M
|
307K
$23.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
265K+ 1151143.5% |
$18.2M - $19.7M
|
265K
$20.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Gfg Capital, LLC
|
BUY
|
- |
262K+ 6791.99% |
$18M - $19.5M
|
266K
$20.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
239K+ 92.3% |
$16.4M - $17.8M
|
499K
$38.7M
|
|
|
Nov 01, 2023
Q3 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
231KNew |
$15.9M - $17.2M
|
231K
$17.9M
|
|
|
Oct 24, 2023
Q3 2023
|
Bailard, Inc.
|
BUY
|
- |
214K+ 19.56% |
$14.7M - $15.9M
|
1.31M
$101M
|
|
|
Nov 14, 2023
Q3 2023
|
Rogco, LP
Claremore, OK |
BUY
|
- |
213KNew |
$14.6M - $15.9M
|
213K
$16.5M
|
|
|
Nov 02, 2023
Q3 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
207KNew |
$14.2M - $15.4M
|
207K
$16.1M
|
|
|
Nov 15, 2023
Q3 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
202K+ 48.8% |
$13.9M - $15.1M
|
617K
$47.8M
|
|
|
Oct 27, 2023
Q3 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
194KNew |
$13.3M - $14.5M
|
194K
$15M
|
|
|
Oct 27, 2023
Q3 2023
|
Td Asset Management Inc
|
BUY
|
- |
152K+ 4.53% |
$10.4M - $11.3M
|
3.51M
$272M
|
|
|
Nov 22, 2023
Q3 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
149K+ 3521.47% |
$10.2M - $11.1M
|
154K
$11.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
BUY
|
- |
148K+ 22.15% |
$10.1M - $11M
|
814K
$63.1M
|
|
|
Nov 14, 2023
Q3 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
139KNew |
$9.55M - $10.4M
|
139K
$10.8M
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
134K+ 30.61% |
$9.21M - $10M
|
573K
$44.4M
|
|
|
Oct 30, 2023
Q3 2023
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
130K+ 5.57% |
$8.94M - $9.71M
|
2.47M
$191M
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
129K+ 14133.08% |
$8.82M - $9.58M
|
130K
$10M
|
|
|
Nov 13, 2023
Q3 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
123KNew |
$8.45M - $9.17M
|
123K
$9.55M
|
|
|
Oct 30, 2023
Q3 2023
|
Cambiar Investors LLC
|
BUY
|
- |
115K+ 168.08% |
$7.87M - $8.55M
|
183K
$14.2M
|
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
- |
108K+ 51513.81% |
$7.42M - $8.06M
|
108K
$8.4M
|
|
|
Oct 17, 2023
Q3 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
102K+ 149.36% |
$6.96M - $7.56M
|
170K
$13.1M
|
|
|
Oct 10, 2023
Q3 2023
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
93.7K+ 2911.84% |
$6.42M - $6.97M
|
96.9K
$7.51M
|
|
|
Oct 12, 2023
Q3 2023
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
90.4KNew |
$6.2M - $6.73M
|
90.4K
$7.01M
|
|
|
Oct 30, 2023
Q3 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
88.6K+ 15.55% |
$6.07M - $6.6M
|
658K
$51M
|
|
|
Jun 20, 2024
Q3 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
83.8K+ 33.08% |
$5.74M - $6.24M
|
337K
$26.1M
|