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 09, 2023
Q3 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
650+ 2.55% |
$44.6K - $48.4K
|
26.1K
$2.04M
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
644+ 16100.0% |
$44.2K - $48K
|
648
$50.5K
|
|
Nov 09, 2023
Q3 2023
|
Spc Financial, Inc.
|
BUY
|
- |
635+ 8.43% |
$43.5K - $47.3K
|
8.17K
$637K
|
|
Oct 27, 2023
Q3 2023
|
Brio Consultants, LLC
|
BUY
|
- |
634+ 1.37% |
$43.5K - $47.2K
|
47K
$3.66M
|
|
Oct 19, 2023
Q3 2023
|
Country Club Bank
|
BUY
|
- |
630+ 0.17% |
$43.2K - $46.9K
|
367K
$28.6M
|
|
Oct 24, 2023
Q3 2023
|
Mechanics Financial Corp
|
BUY
|
- |
621+ 0.32% |
$42.6K - $46.2K
|
195K
$15.2M
|
|
Oct 26, 2023
Q3 2023
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
618+ 11.7% |
$42.4K - $46K
|
5.9K
$460K
|
|
Oct 20, 2023
Q3 2023
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
617+ 2.09% |
$42.3K - $45.9K
|
30.1K
$2.35M
|
|
Nov 13, 2023
Q3 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
600+ 1.17% |
$41.1K - $44.7K
|
52K
$4.05M
|
|
Oct 10, 2023
Q3 2023
|
American National Bank
|
BUY
|
- |
598+ 11.39% |
$41K - $44.5K
|
5.85K
$456K
|
|
Oct 13, 2023
Q3 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
586+ 11.22% |
$40.2K - $43.6K
|
5.81K
$452K
|
|
Nov 14, 2023
Q3 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
580+ 0.49% |
$39.8K - $43.2K
|
119K
$9.26M
|
|
Oct 13, 2023
Q3 2023
|
Hengehold Capital Management LLC
|
BUY
|
- |
566+ 0.97% |
$38.8K - $42.1K
|
59.1K
$4.6M
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
BUY
|
- |
551+ 0.23% |
$37.8K - $41K
|
237K
$18.5M
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
538New |
$36.9K - $40.1K
|
538
$41.9K
|
|
Oct 25, 2023
Q3 2023
|
Veracity Capital LLC
|
BUY
|
- |
532+ 1.64% |
$36.5K - $39.6K
|
33.1K
$2.58M
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
531+ 6.0% |
$36.4K - $39.5K
|
9.38K
$731K
|
|
Oct 24, 2023
Q3 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
520+ 0.99% |
$35.7K - $38.7K
|
53.2K
$4.15M
|
|
Oct 23, 2023
Q3 2023
|
Bridgewater Advisors Inc.
|
BUY
|
- |
512+ 1.12% |
$35.1K - $38.1K
|
46.1K
$3.59M
|
|
Nov 14, 2023
Q3 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
510New |
$35K - $38K
|
510
$39.7K
|
|
Oct 30, 2023
Q3 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
500+ 1.73% |
$34.3K - $37.2K
|
29.3K
$2.28M
|
|
Oct 20, 2023
Q3 2023
|
Hemington Wealth Management
|
BUY
|
- |
498+ 3.21% |
$34.1K - $37.1K
|
16K
$1.25M
|
|
Apr 12, 2024
Q3 2023
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
495+ 1.6% |
$33.9K - $36.9K
|
31.5K
$2.46M
|
|
Oct 27, 2023
Q3 2023
|
Lee Danner & Bass Inc
|
BUY
|
- |
490+ 3.32% |
$33.6K - $36.5K
|
15.2K
$1.19M
|
|
Nov 13, 2023
Q3 2023
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
483+ 1.89% |
$33.1K - $36K
|
26.1K
$2.03M
|
|
Oct 25, 2023
Q3 2023
|
Sawyer & Company, Inc
|
BUY
|
- |
475New |
$32.6K - $35.4K
|
475
$37K
|
|
Nov 01, 2023
Q3 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
473+ 16.18% |
$32.4K - $35.2K
|
3.4K
$265K
|
|
Nov 13, 2023
Q3 2023
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
472+ 1.98% |
$32.4K - $35.1K
|
24.3K
$1.9M
|
|
Oct 12, 2023
Q3 2023
|
Sage Capital Advisors,Llc
|
BUY
|
- |
470+ 6.1% |
$32.2K - $35K
|
8.18K
$637K
|
|
Nov 07, 2023
Q3 2023
|
Bank Of Marin
Novato, CA |
BUY
|
- |
467+ 1.45% |
$32K - $34.8K
|
32.8K
$2.55M
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
464+ 2.47% |
$31.8K - $34.5K
|
19.3K
$1.5M
|
|
Nov 13, 2023
Q3 2023
|
Sargent Investment Group, LLC
|
BUY
|
- |
460+ 15.83% |
$31.5K - $34.3K
|
3.37K
$262K
|
|
Oct 18, 2023
Q3 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
458+ 0.82% |
$31.4K - $34.1K
|
56.4K
$4.39M
|
|
Nov 13, 2023
Q3 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
458+ 11.43% |
$31.4K - $34.1K
|
4.47K
$348K
|
|
Oct 27, 2023
Q3 2023
|
Smith, Salley & Associates
|
BUY
|
- |
454+ 0.64% |
$31.1K - $33.8K
|
71.9K
$5.6M
|
|
Nov 30, 2023
Q3 2023
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
450+ 10.73% |
$30.9K - $33.5K
|
4.64K
$362K
|
|
Oct 12, 2023
Q3 2023
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
445+ 14.04% |
$30.5K - $33.1K
|
3.62K
$282K
|
|
Oct 26, 2023
Q3 2023
|
Leith Wheeler Investment Counsel Ltd.
|
BUY
|
- |
440+ 2.12% |
$30.2K - $32.8K
|
21.2K
$1.65M
|
|
Nov 07, 2023
Q3 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
440+ 13.93% |
$30.2K - $32.8K
|
3.6K
$280K
|
|
Nov 03, 2023
Q3 2023
|
Castle Wealth Management LLC
|
BUY
|
- |
435+ 8.5% |
$29.8K - $32.4K
|
5.55K
$433K
|
|
Nov 28, 2023
Q3 2023
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
432+ 1.72% |
$29.6K - $32.2K
|
25.6K
$1.99M
|
|
Feb 08, 2024
Q3 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
432+ 2.31% |
$29.6K - $32.2K
|
19.2K
$1.49M
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
424+ 5.19% |
$29.1K - $31.6K
|
8.6K
$670K
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
BUY
|
- |
421+ 0.55% |
$28.9K - $31.3K
|
76.5K
$5.96M
|
|
Oct 31, 2023
Q3 2023
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
420+ 2.03% |
$28.8K - $31.3K
|
21.1K
$1.64M
|
|
Oct 27, 2023
Q3 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
396+ 4.67% |
$27.1K - $29.5K
|
8.88K
$692K
|
|
Oct 13, 2023
Q3 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
394+ 6.58% |
$27K - $29.3K
|
6.38K
$497K
|
|
Nov 07, 2023
Q3 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
393+ 9.33% |
$26.9K - $29.3K
|
4.6K
$359K
|
|
Nov 08, 2023
Q3 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
384+ 13.89% |
$26.3K - $28.6K
|
3.15K
$245K
|
|
Oct 11, 2023
Q3 2023
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
378+ 1.79% |
$25.9K - $28.1K
|
21.5K
$1.67M
|