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 |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
SELL
|
- |
-23- 0.56% |
$1.58K - $1.71K
|
4.09K
$323K
|
|
|
Oct 11, 2023
Q3 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-25- 0.07% |
$1.71K - $1.86K
|
37.3K
$2.94M
|
|
|
Oct 20, 2023
Q3 2023
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-25- 1.07% |
$1.71K - $1.86K
|
2.31K
$183K
|
|
|
Oct 31, 2023
Q3 2023
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-25- 0.56% |
$1.71K - $1.86K
|
4.45K
$351K
|
|
|
Nov 03, 2023
Q3 2023
|
Bahl & Gaynor Inc
|
SELL
|
- |
-25- 0.08% |
$1.71K - $1.86K
|
31.6K
$2.49M
|
|
|
Nov 14, 2023
Q3 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-25- 0.07% |
$1.71K - $1.86K
|
37K
$2.92M
|
|
|
Nov 13, 2023
Q3 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-27- 0.09% |
$1.85K - $2.01K
|
31.2K
$2.46M
|
|
|
Oct 13, 2023
Q3 2023
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-30- 0.18% |
$2.06K - $2.23K
|
16.4K
$1.3M
|
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
SELL
|
- |
-30- 0.73% |
$2.06K - $2.23K
|
4.09K
$323K
|
|
|
Nov 14, 2023
Q3 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-30- 4.2% |
$2.06K - $2.23K
|
685
$54.1K
|
|
|
Nov 08, 2023
Q3 2023
|
Element Wealth, LLC
|
SELL
|
- |
-32- 0.99% |
$2.19K - $2.38K
|
3.21K
$253K
|
|
|
Oct 13, 2023
Q3 2023
|
Ti Trust, Inc
|
SELL
|
- |
-34- 0.46% |
$2.33K - $2.53K
|
7.34K
$580K
|
|
|
Oct 23, 2023
Q3 2023
|
Norway Savings Bank
|
SELL
|
- |
-35- 0.44% |
$2.4K - $2.61K
|
8.01K
$632K
|
|
|
Oct 31, 2023
Q3 2023
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-35- 0.07% |
$2.4K - $2.61K
|
47K
$3.71M
|
|
|
Nov 06, 2023
Q3 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-35- 0.92% |
$2.4K - $2.61K
|
3.77K
$298K
|
|
|
Nov 03, 2023
Q3 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-37- 0.32% |
$2.54K - $2.76K
|
11.5K
$907K
|
|
|
Oct 27, 2023
Q3 2023
|
Cortland Associates Inc
|
SELL
|
- |
-39- 1.16% |
$2.67K - $2.9K
|
3.34K
$263K
|
|
|
Oct 23, 2023
Q3 2023
|
Cohen Lawrence B
Boston, MA |
SELL
|
- |
-40- 0.12% |
$2.74K - $2.98K
|
34.7K
$2.74M
|
|
|
Oct 24, 2023
Q3 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-40- 0.21% |
$2.74K - $2.98K
|
18.7K
$1.48M
|
|
|
Nov 13, 2023
Q3 2023
|
Meeder Asset Management Inc
|
SELL
|
- |
-41- 1.23% |
$2.81K - $3.05K
|
3.29K
$260K
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-41- 0.35% |
$2.81K - $3.05K
|
11.6K
$917K
|
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-42- 0.86% |
$2.88K - $3.13K
|
4.84K
$382K
|
|
|
Nov 15, 2023
Q3 2023
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-42- 0.56% |
$2.88K - $3.13K
|
7.48K
$590K
|
|
|
Oct 12, 2023
Q3 2023
|
Sage Financial Group Inc
|
SELL
|
- |
-44- 0.75% |
$3.02K - $3.28K
|
5.86K
$463K
|
|
|
Nov 14, 2023
Q3 2023
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-44- 0.75% |
$3.02K - $3.28K
|
5.79K
$457K
|
|
|
Oct 16, 2023
Q3 2023
|
Moller Financial Services
|
SELL
|
- |
-46- 0.07% |
$3.15K - $3.43K
|
65K
$5.14M
|
|
|
Nov 02, 2023
Q3 2023
|
Cpa Asset Management LLC
West Palm Beach, FL |
SELL
|
- |
-47- 1.13% |
$3.22K - $3.5K
|
4.1K
$324K
|
|
|
Oct 11, 2023
Q3 2023
|
Sageworth Trust CO
|
SELL
|
- |
-49- 0.12% |
$3.36K - $3.65K
|
39.5K
$3.12M
|
|
|
Oct 26, 2023
Q3 2023
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-49- 0.14% |
$3.36K - $3.65K
|
34.2K
$2.7M
|
|
|
Oct 10, 2023
Q3 2023
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-50- 4.12% |
$3.43K - $3.72K
|
1.17K
$92K
|
|
|
Oct 11, 2023
Q3 2023
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-50- 0.74% |
$3.43K - $3.72K
|
6.74K
$532K
|
|
|
Aug 28, 2024
Q3 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-50- 16.67% |
$3.43K - $3.72K
|
250
$19.7K
|
|
|
Oct 24, 2023
Q3 2023
|
Defined Wealth Management, LLC
|
SELL
|
- |
-51- 0.13% |
$3.5K - $3.8K
|
37.8K
$2.98M
|
|
|
Oct 25, 2023
Q3 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-52- 0.44% |
$3.57K - $3.87K
|
11.8K
$931K
|
|
|
Oct 20, 2023
Q3 2023
|
O'Connor Financial Group LLC
Quincy, IL |
SELL
|
- |
-53- 0.29% |
$3.63K - $3.95K
|
18.3K
$1.45M
|
|
|
Oct 18, 2023
Q3 2023
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-55- 0.08% |
$3.77K - $4.1K
|
72.8K
$5.75M
|
|
|
Oct 16, 2023
Q3 2023
|
Asset Planning Corporation
|
SELL
|
- |
-57- 0.12% |
$3.91K - $4.24K
|
47.5K
$3.75M
|
|
|
Nov 01, 2023
Q3 2023
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-58- 0.19% |
$3.98K - $4.32K
|
30.6K
$2.41M
|
|
|
Oct 31, 2023
Q3 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-59- 0.26% |
$4.05K - $4.39K
|
23K
$1.82M
|
|
|
Jan 02, 2024
Q3 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-62- 0.88% |
$4.25K - $4.62K
|
7.02K
$554K
|
|
|
Oct 27, 2023
Q3 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-65- 1.36% |
$4.46K - $4.84K
|
4.7K
$371K
|
|
|
Nov 13, 2023
Q3 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-65- 0.1% |
$4.46K - $4.84K
|
63.2K
$4.99M
|
|
|
Oct 19, 2023
Q3 2023
|
Tfg Advisers LLC
|
SELL
|
- |
-68- 0.78% |
$4.66K - $5.06K
|
8.7K
$687K
|
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-68- 5.12% |
$4.66K - $5.06K
|
1.26K
$99.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-69- 0.29% |
$4.73K - $5.14K
|
23.4K
$1.85M
|
|
|
Oct 10, 2023
Q3 2023
|
Schwab Charitable Fund
|
SELL
|
- |
-70- 1.0% |
$4.8K - $5.21K
|
6.91K
$546K
|
|
|
Oct 26, 2023
Q3 2023
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-70- 0.16% |
$4.8K - $5.21K
|
43.9K
$3.47M
|
|
|
Nov 09, 2023
Q3 2023
|
Gould Capital, LLC
|
SELL
|
- |
-72- 5.42% |
$4.94K - $5.36K
|
1.26K
$99.2K
|
|
|
Oct 10, 2023
Q3 2023
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-75- 0.29% |
$5.14K - $5.58K
|
26.1K
$2.06M
|
|
|
Oct 23, 2023
Q3 2023
|
Private Ocean, LLC
|
SELL
|
- |
-75- 0.3% |
$5.14K - $5.58K
|
24.7K
$1.95M
|