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 15, 2023
Q3 2023
|
Jag Capital Management, LLC
|
SELL
|
- |
-75- 1.35% |
$5.14K - $5.58K
|
5.49K
$428K
|
|
|
Nov 07, 2023
Q3 2023
|
Waddell & Associates, LLC
|
SELL
|
- |
-78- 0.17% |
$5.35K - $5.81K
|
45.3K
$3.53M
|
|
|
Nov 06, 2023
Q3 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-79- 2.08% |
$5.42K - $5.88K
|
3.72K
$290K
|
|
|
Nov 08, 2023
Q3 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-80- 33.61% |
$5.48K - $5.96K
|
158
$12.3K
|
|
|
Oct 10, 2023
Q3 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-83- 1.02% |
$5.69K - $6.18K
|
8.09K
$631K
|
|
|
Nov 01, 2023
Q3 2023
|
Gs Investments, Inc.
|
SELL
|
- |
-85- 0.28% |
$5.83K - $6.33K
|
29.8K
$2.32M
|
|
|
Oct 18, 2023
Q3 2023
|
Culbertson A N & CO Inc
|
SELL
|
- |
-90- 1.05% |
$6.17K - $6.7K
|
8.48K
$661K
|
|
|
Nov 07, 2023
Q3 2023
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-90- 0.45% |
$6.17K - $6.7K
|
19.8K
$1.54M
|
|
|
Oct 27, 2023
Q3 2023
|
West Bancorporation Inc
|
SELL
|
- |
-91- 0.87% |
$6.24K - $6.78K
|
10.4K
$807K
|
|
|
Nov 07, 2023
Q3 2023
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-92- 0.42% |
$6.31K - $6.85K
|
21.9K
$1.7M
|
|
|
Nov 03, 2023
Q3 2023
|
Lutz Financial Services LLC
|
SELL
|
- |
-96- 2.77% |
$6.58K - $7.15K
|
3.37K
$262K
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-98- 1.02% |
$6.72K - $7.3K
|
9.52K
$742K
|
|
|
Oct 17, 2023
Q3 2023
|
Aspiriant, LLC
|
SELL
|
- |
-99- 0.27% |
$6.79K - $7.37K
|
36K
$2.8M
|
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-100- 1.04% |
$6.86K - $7.45K
|
9.51K
$741K
|
|
|
Oct 12, 2023
Q3 2023
|
Hall Laurie J Trustee
|
SELL
|
- |
-100- 0.41% |
$6.86K - $7.45K
|
24.1K
$1.88M
|
|
|
Oct 16, 2023
Q3 2023
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-100- 0.71% |
$6.86K - $7.45K
|
13.9K
$1.08M
|
|
|
Oct 26, 2023
Q3 2023
|
First Merchants Corp
|
SELL
|
- |
-100- 2.08% |
$6.86K - $7.45K
|
4.71K
$367K
|
|
|
Nov 07, 2023
Q3 2023
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-100- 0.26% |
$6.86K - $7.45K
|
38.7K
$3.02M
|
|
|
Nov 08, 2023
Q3 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-100- 0.06% |
$6.86K - $7.45K
|
176K
$13.7M
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-101- 13.67% |
$6.92K - $7.52K
|
638
$49.7K
|
|
|
Oct 13, 2023
Q3 2023
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-102- 0.7% |
$6.99K - $7.59K
|
14.6K
$1.13M
|
|
|
Oct 30, 2023
Q3 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-103- 0.79% |
$7.06K - $7.67K
|
12.9K
$1M
|
|
|
Oct 26, 2023
Q3 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-104- 1.04% |
$7.13K - $7.74K
|
9.88K
$770K
|
|
|
Nov 02, 2023
Q3 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-105- 0.37% |
$7.2K - $7.82K
|
28.1K
$2.19M
|
|
|
Nov 14, 2023
Q3 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-106- 0.66% |
$7.27K - $7.89K
|
16K
$1.24M
|
|
|
Oct 18, 2023
Q3 2023
|
Keudell
|
SELL
|
- |
-110- 1.3% |
$7.54K - $8.19K
|
8.34K
$649K
|
|
|
Oct 25, 2023
Q3 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-110- 0.24% |
$7.54K - $8.19K
|
45.2K
$3.52M
|
|
|
Nov 09, 2023
Q3 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-114- 0.45% |
$7.82K - $8.49K
|
25.3K
$1.97M
|
|
|
Oct 18, 2023
Q3 2023
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-118- 0.43% |
$8.09K - $8.79K
|
27.6K
$2.15M
|
|
|
Nov 06, 2023
Q3 2023
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-125- 2.11% |
$8.57K - $9.31K
|
5.81K
$453K
|
|
|
Nov 14, 2023
Q3 2023
|
Hamilton Wealth, LLC
|
SELL
|
- |
-125- 0.25% |
$8.57K - $9.31K
|
50.2K
$3.91M
|
|
|
Nov 03, 2023
Q3 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-127- 0.8% |
$8.71K - $9.46K
|
15.7K
$1.22M
|
|
|
Oct 10, 2023
Q3 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-130- 0.52% |
$8.91K - $9.68K
|
24.7K
$1.92M
|
|
|
Nov 16, 2023
Q3 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-133- 3.31% |
$9.12K - $9.9K
|
3.89K
$303K
|
|
|
Oct 26, 2023
Q3 2023
|
Steph & CO
|
SELL
|
- |
-135- 0.63% |
$9.26K - $10.1K
|
21.4K
$1.67M
|
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-136- 33.58% |
$9.32K - $10.1K
|
269
$21K
|
|
|
Nov 03, 2023
Q3 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-136- 1.52% |
$9.32K - $10.1K
|
8.81K
$686K
|
|
|
Nov 13, 2023
Q3 2023
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-137- 3.57% |
$9.39K - $10.2K
|
3.7K
$288K
|
|
|
Oct 10, 2023
Q3 2023
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-138- 3.31% |
$9.46K - $10.3K
|
4.03K
$314K
|
|
|
Nov 07, 2023
Q3 2023
|
Waterford Advisors, LLC
Orchard Park, NY |
SELL
|
- |
-138- 1.56% |
$9.46K - $10.3K
|
8.73K
$680K
|
|
|
Oct 30, 2023
Q3 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-140- 5.71% |
$9.6K - $10.4K
|
2.31K
$180K
|
|
|
Nov 01, 2023
Q3 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-143- 0.54% |
$9.8K - $10.6K
|
26.3K
$2.05M
|
|
|
Oct 19, 2023
Q3 2023
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-145- 0.21% |
$9.94K - $10.8K
|
69.3K
$5.4M
|
|
|
Nov 06, 2023
Q3 2023
|
First National Trust CO
|
SELL
|
- |
-149- 0.16% |
$10.2K - $11.1K
|
95.9K
$7.47M
|
|
|
Oct 20, 2023
Q3 2023
|
Oak Family Advisors, LLC
|
SELL
|
- |
-150- 2.6% |
$10.3K - $11.2K
|
5.63K
$438K
|
|
|
Nov 09, 2023
Q3 2023
|
Ellevest, Inc.
|
SELL
|
- |
-150- 2.46% |
$10.3K - $11.2K
|
5.94K
$463K
|
|
|
Nov 13, 2023
Q3 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-150- 4.77% |
$10.3K - $11.2K
|
3K
$233K
|
|
|
Oct 31, 2023
Q3 2023
|
Mc Adam, LLC
|
SELL
|
- |
-152- 0.32% |
$10.4K - $11.3K
|
47.3K
$3.68M
|
|
|
Nov 07, 2023
Q3 2023
|
Palisade Asset Management, LLC
|
SELL
|
- |
-153- 0.41% |
$10.5K - $11.4K
|
37.5K
$2.92M
|
|
|
Nov 20, 2023
Q3 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-157- 1.17% |
$10.8K - $11.7K
|
13.3K
$1.03M
|