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
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
33New |
$2.26K - $2.46K
|
33
$2.61K
|
|
|
Oct 25, 2023
Q3 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
30+ 1.0% |
$2.06K - $2.23K
|
3.04K
$240K
|
|
|
Nov 14, 2023
Q3 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
30+ 0.04% |
$2.06K - $2.23K
|
71.1K
$5.61M
|
|
|
Oct 26, 2023
Q3 2023
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
29+ 0.69% |
$1.99K - $2.16K
|
4.24K
$335K
|
|
|
Nov 07, 2023
Q3 2023
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
26+ 0.2% |
$1.78K - $1.94K
|
13K
$1.02M
|
|
|
Oct 30, 2023
Q3 2023
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
25+ 0.12% |
$1.71K - $1.86K
|
20.6K
$1.63M
|
|
|
Nov 09, 2023
Q3 2023
|
William Blair Investment Management, LLC
Chicago, IL |
BUY
|
- |
21+ 3.82% |
$1.44K - $1.56K
|
571
$45.1K
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
19+ 0.1% |
$1.3K - $1.41K
|
20K
$1.58M
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
18New |
$1.23K - $1.34K
|
18
$1.42K
|
|
|
Nov 13, 2023
Q3 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
16+ 0.53% |
$1.1K - $1.19K
|
3.03K
$240K
|
|
|
Oct 05, 2023
Q3 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
15+ 0.13% |
$1.03K - $1.12K
|
11.4K
$897K
|
|
|
Oct 12, 2023
Q3 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
15+ 0.06% |
$1.03K - $1.12K
|
23.7K
$1.87M
|
|
|
Oct 16, 2023
Q3 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
15+ 0.29% |
$1.03K - $1.12K
|
5.26K
$415K
|
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
15+ 0.85% |
$1.03K - $1.12K
|
1.78K
$141K
|
|
|
Oct 27, 2023
Q3 2023
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
14+ 0.39% |
$960 - $1.04K
|
3.65K
$288K
|
|
|
Oct 30, 2023
Q3 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
12+ 0.53% |
$823 - $894
|
2.26K
$178K
|
|
|
Nov 13, 2023
Q3 2023
|
Bison Wealth, LLC
|
BUY
|
- |
11+ 0.28% |
$754 - $819
|
3.98K
$314K
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
11+ 0.29% |
$754 - $819
|
3.8K
$300K
|
|
|
Nov 09, 2023
Q3 2023
|
Pacific Financial Group Inc
|
BUY
|
- |
10+ 0.28% |
$686 - $745
|
3.54K
$280K
|
|
|
Oct 16, 2023
Q3 2023
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
8+ 0.05% |
$548 - $596
|
15.4K
$1.22M
|
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
6+ 200.0% |
$411 - $447
|
9
$711
|
|
|
Oct 18, 2023
Q3 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
6+ 0.18% |
$411 - $447
|
3.3K
$260K
|
|
|
Oct 26, 2023
Q3 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
6+ 0.16% |
$411 - $447
|
3.82K
$302K
|
|
|
Oct 10, 2023
Q3 2023
|
Woodstock Corp
|
BUY
|
- |
5+ 0.01% |
$343 - $372
|
50.2K
$3.97M
|
|
|
Nov 14, 2023
Q3 2023
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
4+ 0.01% |
$274 - $298
|
37.5K
$2.96M
|
|
|
Nov 08, 2023
Q3 2023
|
Ltg Capital LLC
|
BUY
|
- |
1+ 0.0% |
$68.6 - $74.5
|
39.6K
$3.13M
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
BUY
|
- |
1+ 0.01% |
$68.6 - $74.5
|
17.1K
$1.35M
|
|
|
Nov 14, 2023
Q3 2023
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
1+ 0.02% |
$68.6 - $74.5
|
5.54K
$437K
|
|
|
Nov 03, 2023
Q3 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-1- 0.03% |
$68.6 - $74.5
|
3.25K
$257K
|
|
|
Oct 10, 2023
Q3 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-2- 0.06% |
$137 - $149
|
3.17K
$250K
|
|
|
Nov 13, 2023
Q3 2023
|
Private Capital Management LLC
|
SELL
|
- |
-3- 0.01% |
$206 - $223
|
21.8K
$1.72M
|
|
|
Oct 10, 2023
Q3 2023
|
Flower City Capital
|
SELL
|
- |
-4- 0.01% |
$274 - $298
|
65.3K
$5.16M
|
|
|
Oct 10, 2023
Q3 2023
|
Greenfield Savings Bank
|
SELL
|
- |
-5- 0.03% |
$343 - $372
|
16K
$1.27M
|
|
|
Nov 03, 2023
Q3 2023
|
Camden National Bank
Camden, ME |
SELL
|
- |
-5- 0.07% |
$343 - $372
|
7.29K
$576K
|
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-7- 0.11% |
$480 - $521
|
6.34K
$501K
|
|
|
Nov 13, 2023
Q3 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-7- 0.32% |
$480 - $521
|
2.2K
$173K
|
|
|
Nov 16, 2023
Q3 2023
|
Athena Investment Management
|
SELL
|
- |
-7- 0.03% |
$480 - $521
|
20.9K
$1.65M
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-8- 0.26% |
$548 - $596
|
3.08K
$243K
|
|
|
Nov 14, 2023
Q3 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-9- 0.08% |
$617 - $670
|
11.5K
$909K
|
|
|
Oct 24, 2023
Q3 2023
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-10- 5.65% |
$686 - $745
|
167
$13.2K
|
|
|
Nov 02, 2023
Q3 2023
|
Cypress Capital Group
|
SELL
|
- |
-10- 0.1% |
$686 - $745
|
9.82K
$776K
|
|
|
Nov 13, 2023
Q3 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-10- 0.16% |
$686 - $745
|
6.37K
$503K
|
|
|
Nov 09, 2023
Q3 2023
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-11- 0.27% |
$754 - $819
|
4.06K
$321K
|
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-12- 0.15% |
$823 - $894
|
8.23K
$650K
|
|
|
Nov 02, 2023
Q3 2023
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-12- 0.08% |
$823 - $894
|
15.2K
$1.2M
|
|
|
Oct 13, 2023
Q3 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-13- 0.43% |
$891 - $968
|
3.04K
$240K
|
|
|
Nov 09, 2023
Q3 2023
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-13- 0.04% |
$891 - $968
|
32.6K
$2.57M
|
|
|
Oct 11, 2023
Q3 2023
|
Affiance Financial, LLC
|
SELL
|
- |
-14- 0.08% |
$960 - $1.04K
|
17.1K
$1.35M
|
|
|
Oct 16, 2023
Q3 2023
|
Fc Advisory LLC
|
SELL
|
- |
-14- 0.47% |
$960 - $1.04K
|
2.98K
$236K
|
|
|
Oct 24, 2023
Q3 2023
|
Hfg Advisors, Inc.
|
SELL
|
- |
-19- 0.09% |
$1.3K - $1.41K
|
20.8K
$1.65M
|