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 |
|---|---|---|---|---|---|---|---|
|
Oct 19, 2023
Q3 2023
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-160- 0.97% |
$11K - $11.9K
|
16.4K
$1.27M
|
|
|
Nov 14, 2023
Q3 2023
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-164- 0.3% |
$11.2K - $12.2K
|
54.2K
$4.23M
|
|
|
Nov 08, 2023
Q3 2023
|
Spinnaker Trust
|
SELL
|
- |
-167- 3.51% |
$11.4K - $12.4K
|
4.6K
$358K
|
|
|
Nov 06, 2023
Q3 2023
|
E Rn Financial, LLC
|
SELL
|
- |
-168- 0.21% |
$11.5K - $12.5K
|
78K
$6.07M
|
|
|
Nov 07, 2023
Q3 2023
|
South State Corp
|
SELL
|
- |
-169- 0.91% |
$11.6K - $12.6K
|
18.5K
$1.44M
|
|
|
Oct 13, 2023
Q3 2023
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-170- 1.62% |
$11.7K - $12.7K
|
10.3K
$805K
|
|
|
Nov 14, 2023
Q3 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-174- 0.94% |
$11.9K - $13K
|
18.3K
$1.42M
|
|
|
Nov 13, 2023
Q3 2023
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-175- 0.1% |
$12K - $13K
|
176K
$13.7M
|
|
|
Nov 15, 2023
Q3 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-177- 2.14% |
$12.1K - $13.2K
|
8.1K
$631K
|
|
|
Oct 19, 2023
Q3 2023
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-179- 2.94% |
$12.3K - $13.3K
|
5.91K
$461K
|
|
|
Nov 15, 2023
Q3 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-179- 2.2% |
$12.3K - $13.3K
|
7.97K
$621K
|
|
|
Oct 25, 2023
Q3 2023
|
Providence First Trust CO
|
SELL
|
- |
-180- 0.31% |
$12.3K - $13.4K
|
57.1K
$4.45M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-186- 3.07% |
$12.8K - $13.8K
|
5.88K
$458K
|
|
|
Oct 26, 2023
Q3 2023
|
Graypoint LLC
|
SELL
|
- |
-193- 0.97% |
$13.2K - $14.4K
|
19.8K
$1.54M
|
|
|
Oct 17, 2023
Q3 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-194- 12.38% |
$13.3K - $14.4K
|
1.37K
$107K
|
|
|
Nov 13, 2023
Q3 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-194- 0.32% |
$13.3K - $14.4K
|
60.8K
$4.74M
|
|
|
Nov 13, 2023
Q3 2023
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-197- 0.6% |
$13.5K - $14.7K
|
32.7K
$2.54M
|
|
|
Oct 31, 2023
Q3 2023
|
Investment Partners, Ltd.
|
SELL
|
- |
-198- 0.4% |
$13.6K - $14.7K
|
49.1K
$3.82M
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
SELL
|
- |
-200- 0.74% |
$13.7K - $14.9K
|
26.7K
$2.08M
|
|
|
Nov 13, 2023
Q3 2023
|
Fishman Jay A LTD
Troy, MI |
SELL
|
- |
-200- 1.57% |
$13.7K - $14.9K
|
12.6K
$978K
|
|
|
Nov 14, 2023
Q3 2023
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-200- 2.48% |
$13.7K - $14.9K
|
7.88K
$614K
|
|
|
Nov 08, 2023
Q3 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-201- 0.35% |
$13.8K - $15K
|
57.6K
$4.49M
|
|
|
Oct 18, 2023
Q3 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-202- 22.54% |
$13.8K - $15K
|
694
$54.1K
|
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-203- 0.39% |
$13.9K - $15.1K
|
51.4K
$4.01M
|
|
|
Nov 07, 2023
Q3 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-203- 1.03% |
$13.9K - $15.1K
|
19.5K
$1.52M
|
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-207- 10.08% |
$14.2K - $15.4K
|
1.85K
$144K
|
|
|
Oct 19, 2023
Q3 2023
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-215- 0.27% |
$14.7K - $16K
|
78.2K
$6.09M
|
|
|
Oct 19, 2023
Q3 2023
|
Trust CO Of Virginia
|
SELL
|
- |
-216- 1.61% |
$14.8K - $16.1K
|
13.2K
$1.03M
|
|
|
Oct 30, 2023
Q3 2023
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-220- 0.67% |
$15.1K - $16.4K
|
32.6K
$2.54M
|
|
|
Oct 13, 2023
Q3 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-222- 0.21% |
$15.2K - $16.5K
|
105K
$8.19M
|
|
|
Oct 11, 2023
Q3 2023
|
Independent Wealth Network Inc.
|
SELL
|
- |
-223- 2.99% |
$15.3K - $16.6K
|
7.24K
$564K
|
|
|
Oct 10, 2023
Q3 2023
|
Long Run Wealth Advisors, LLC
|
SELL
|
- |
-225- 3.98% |
$15.4K - $16.8K
|
5.43K
$423K
|
|
|
Nov 09, 2023
Q3 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-225- 1.86% |
$15.4K - $16.8K
|
11.9K
$926K
|
|
|
Oct 10, 2023
Q3 2023
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-227- 0.76% |
$15.6K - $16.9K
|
29.8K
$2.32M
|
|
|
Oct 27, 2023
Q3 2023
|
Brickley Wealth Management
|
SELL
|
- |
-227- 0.16% |
$15.6K - $16.9K
|
143K
$11.1M
|
|
|
Nov 06, 2023
Q3 2023
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-237- 3.27% |
$16.2K - $17.6K
|
7.02K
$547K
|
|
|
Nov 14, 2023
Q3 2023
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-237- 1.05% |
$16.2K - $17.6K
|
22.4K
$1.75M
|
|
|
Apr 04, 2024
Q3 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-237- 0.82% |
$16.2K - $17.6K
|
28.6K
$2.23M
|
|
|
Oct 19, 2023
Q3 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-241- 10.58% |
$16.5K - $17.9K
|
2.04K
$159K
|
|
|
Oct 18, 2023
Q3 2023
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-245- 1.47% |
$16.8K - $18.2K
|
16.4K
$1.28M
|
|
|
Oct 23, 2023
Q3 2023
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-247- 0.7% |
$16.9K - $18.4K
|
35.2K
$2.75M
|
|
|
Oct 18, 2023
Q3 2023
|
Washington Trust CO
|
SELL
|
- |
-248- 0.22% |
$17K - $18.5K
|
114K
$8.87M
|
|
|
Nov 13, 2023
Q3 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-250- 6.49% |
$17.1K - $18.6K
|
3.6K
$280K
|
|
|
Oct 17, 2023
Q3 2023
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-252- 2.37% |
$17.3K - $18.8K
|
10.4K
$808K
|
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-253- 2.25% |
$17.3K - $18.8K
|
11K
$856K
|
|
|
Nov 14, 2023
Q3 2023
|
My Wealth Management Inc.
|
SELL
|
- |
-253- 0.37% |
$17.3K - $18.8K
|
68.9K
$5.37M
|
|
|
Nov 14, 2023
Q3 2023
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-255- 2.09% |
$17.5K - $19K
|
11.9K
$930K
|
|
|
Oct 30, 2023
Q3 2023
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-257- 0.34% |
$17.6K - $19.1K
|
76.2K
$5.94M
|
|
|
Oct 10, 2023
Q3 2023
|
Apella Capital, LLC
|
SELL
|
- |
-258- 3.63% |
$17.7K - $19.2K
|
6.85K
$534K
|
|
|
Oct 25, 2023
Q3 2023
|
Caerus Investment Advisors, LLC
|
SELL
|
- |
-265- 0.33% |
$18.2K - $19.7K
|
81K
$6.31M
|