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 13, 2023
Q3 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
155+ 0.11% |
$10.6K - $11.5K
|
140K
$11M
|
|
|
Nov 08, 2023
Q3 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
150+ 4.09% |
$10.3K - $11.2K
|
3.82K
$302K
|
|
|
Oct 16, 2023
Q3 2023
|
Traynor Capital Management, Inc.
|
BUY
|
- |
149+ 1.59% |
$10.2K - $11.1K
|
9.55K
$754K
|
|
|
Oct 24, 2023
Q3 2023
|
Sky Oak Wealth, LLC
|
BUY
|
- |
148+ 2.31% |
$10.1K - $11K
|
6.54K
$517K
|
|
|
Nov 13, 2023
Q3 2023
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
140New |
$9.6K - $10.4K
|
140
$11.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
138+ 3450.0% |
$9.46K - $10.3K
|
142
$11.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
138+ 5.07% |
$9.46K - $10.3K
|
2.86K
$226K
|
|
|
Nov 14, 2023
Q3 2023
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
135+ 1.68% |
$9.26K - $10.1K
|
8.16K
$644K
|
|
|
Dec 11, 2023
Q3 2023
|
Wesbanco Bank Inc
|
BUY
|
- |
135+ 0.1% |
$9.26K - $10.1K
|
137K
$10.8M
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
126+ 1.32% |
$8.64K - $9.38K
|
9.65K
$762K
|
|
|
Nov 03, 2023
Q3 2023
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
125+ 3.11% |
$8.57K - $9.31K
|
4.14K
$327K
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
119+ 0.33% |
$8.16K - $8.86K
|
35.7K
$2.82M
|
|
|
Oct 26, 2023
Q3 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
114+ 1.23% |
$7.82K - $8.49K
|
9.37K
$740K
|
|
|
Nov 03, 2023
Q3 2023
|
Neumann Capital Management, LLC
|
BUY
|
- |
108+ 0.31% |
$7.4K - $8.04K
|
35.5K
$2.8M
|
|
|
Nov 14, 2023
Q3 2023
|
American Financial Advisors, LLC
|
BUY
|
- |
104+ 0.26% |
$7.13K - $7.74K
|
40.1K
$3.16M
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
97+ 0.2% |
$6.65K - $7.22K
|
48.5K
$3.83M
|
|
|
Nov 07, 2023
Q3 2023
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
96+ 0.95% |
$6.58K - $7.15K
|
10.2K
$809K
|
|
|
Oct 17, 2023
Q3 2023
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
95+ 2.69% |
$6.51K - $7.07K
|
3.62K
$286K
|
|
|
Nov 27, 2023
Q3 2023
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
91+ 606.67% |
$6.24K - $6.78K
|
106
$8.37K
|
|
|
Oct 20, 2023
Q3 2023
|
Private Asset Management Inc
|
BUY
|
- |
90+ 0.41% |
$6.17K - $6.7K
|
21.9K
$1.73M
|
|
|
Oct 11, 2023
Q3 2023
|
First Financial Corp
|
BUY
|
- |
85+ 3.96% |
$5.83K - $6.33K
|
2.23K
$176K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
84New |
$5.76K - $6.25K
|
84
$6.63K
|
|
|
Nov 14, 2023
Q3 2023
|
Garner Asset Management Corp
|
BUY
|
- |
82+ 1.9% |
$5.62K - $6.11K
|
4.4K
$348K
|
|
|
Oct 12, 2023
Q3 2023
|
G&S Capital LLC
|
BUY
|
- |
80+ 0.5% |
$5.48K - $5.96K
|
16.2K
$1.28M
|
|
|
Nov 02, 2023
Q3 2023
|
Ml & R Wealth Management LLC
|
BUY
|
- |
80+ 0.25% |
$5.48K - $5.96K
|
32.1K
$2.54M
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
80+ 0.61% |
$5.48K - $5.96K
|
13.2K
$1.04M
|
|
|
Nov 14, 2023
Q3 2023
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
75+ 2.42% |
$5.14K - $5.58K
|
3.17K
$250K
|
|
|
Oct 19, 2023
Q3 2023
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
74+ 0.97% |
$5.07K - $5.51K
|
7.72K
$609K
|
|
|
Oct 10, 2023
Q3 2023
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
71+ 1.97% |
$4.87K - $5.29K
|
3.68K
$291K
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
71+ 35.15% |
$4.87K - $5.29K
|
273
$21.6K
|
|
|
Nov 06, 2023
Q3 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
67+ 2.0% |
$4.59K - $4.99K
|
3.42K
$270K
|
|
|
Oct 10, 2023
Q3 2023
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
62+ 1.35% |
$4.25K - $4.62K
|
4.67K
$368K
|
|
|
Oct 10, 2023
Q3 2023
|
Cypress Financial Planning LLC
|
BUY
|
- |
61+ 0.77% |
$4.18K - $4.54K
|
7.96K
$629K
|
|
|
Oct 10, 2023
Q3 2023
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
60+ 1.71% |
$4.11K - $4.47K
|
3.57K
$282K
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
58+ 22.66% |
$3.98K - $4.32K
|
314
$24.8K
|
|
|
Nov 06, 2023
Q3 2023
|
Ifrah Financial Services, Inc.
|
BUY
|
- |
57+ 0.49% |
$3.91K - $4.24K
|
11.6K
$916K
|
|
|
Nov 13, 2023
Q3 2023
|
Fwl Investment Management, LLC
|
BUY
|
- |
56New |
$3.84K - $4.17K
|
56
$4.42K
|
|
|
Oct 25, 2023
Q3 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
53+ 27.18% |
$3.63K - $3.95K
|
248
$19.6K
|
|
|
Oct 31, 2023
Q3 2023
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
53+ 3.03% |
$3.63K - $3.95K
|
1.8K
$142K
|
|
|
Oct 23, 2023
Q3 2023
|
Wells Trecaso Financial Group, LLC
|
BUY
|
- |
48+ 0.4% |
$3.29K - $3.57K
|
12K
$947K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
44+ 0.03% |
$3.02K - $3.28K
|
161K
$12.7M
|
|
|
Nov 06, 2023
Q3 2023
|
Sonata Capital Group Inc
|
BUY
|
- |
42+ 1.12% |
$2.88K - $3.13K
|
3.78K
$299K
|
|
|
Nov 08, 2023
Q3 2023
|
Archer Investment Corp
|
BUY
|
- |
41+ 3.25% |
$2.81K - $3.05K
|
1.3K
$103K
|
|
|
Oct 25, 2023
Q3 2023
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
40+ 1.99% |
$2.74K - $2.98K
|
2.05K
$162K
|
|
|
Nov 08, 2023
Q3 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
37+ 0.05% |
$2.54K - $2.76K
|
76.1K
$6.01M
|
|
|
Nov 09, 2023
Q3 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
36New |
$2.47K - $2.68K
|
36
$2.84K
|
|
|
Oct 10, 2023
Q3 2023
|
Boltwood Capital Management
|
BUY
|
- |
35+ 0.11% |
$2.4K - $2.61K
|
32K
$2.53M
|
|
|
Nov 13, 2023
Q3 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
35+ 1.08% |
$2.4K - $2.61K
|
3.27K
$258K
|
|
|
Nov 13, 2023
Q3 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
35+ 0.61% |
$2.4K - $2.61K
|
5.73K
$452K
|
|
|
Nov 01, 2023
Q3 2023
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
33+ 0.75% |
$2.26K - $2.46K
|
4.42K
$349K
|