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 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-357- 0.74% |
$24.5K - $26.6K
|
48.1K
$3.74M
|
|
|
Oct 18, 2023
Q3 2023
|
Leverty Financial Group, LLC
|
SELL
|
- |
-361- 0.71% |
$24.8K - $26.9K
|
50.8K
$3.96M
|
|
|
Oct 26, 2023
Q3 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-364- 2.7% |
$25K - $27.1K
|
13.1K
$1.02M
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-364- 3.3% |
$25K - $27.1K
|
10.7K
$831K
|
|
|
Aug 29, 2024
Q3 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-364- 2.7% |
$25K - $27.1K
|
13.1K
$1.02M
|
|
|
Oct 30, 2023
Q3 2023
|
Sequent Asset Management, LLC
|
SELL
|
- |
-368- 1.67% |
$25.2K - $27.4K
|
21.7K
$1.69M
|
|
|
Oct 20, 2023
Q3 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-369- 4.07% |
$25.3K - $27.5K
|
8.7K
$678K
|
|
|
Oct 24, 2023
Q3 2023
|
Windsor Group LTD
|
SELL
|
- |
-374- 3.27% |
$25.6K - $27.8K
|
11.1K
$862K
|
|
|
Nov 02, 2023
Q3 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-376- 2.37% |
$25.8K - $28K
|
15.5K
$1.21M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-384- 0.88% |
$26.3K - $28.6K
|
43.1K
$3.36M
|
|
|
Oct 24, 2023
Q3 2023
|
Apexium Financial, LP
|
SELL
|
- |
-386- 2.59% |
$26.5K - $28.7K
|
14.5K
$1.13M
|
|
|
Nov 14, 2023
Q3 2023
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-396- 1.1% |
$27.1K - $29.5K
|
35.5K
$2.77M
|
|
|
Oct 11, 2023
Q3 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-400- 7.46% |
$27.4K - $29.8K
|
4.96K
$387K
|
|
|
Oct 17, 2023
Q3 2023
|
Howland Capital Management LLC
|
SELL
|
- |
-400- 3.61% |
$27.4K - $29.8K
|
10.7K
$833K
|
|
|
Nov 08, 2023
Q3 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-402- 4.02% |
$27.6K - $29.9K
|
9.59K
$747K
|
|
|
Nov 13, 2023
Q3 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-404- 0.16% |
$27.7K - $30.1K
|
259K
$20.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-411- 3.95% |
$28.2K - $30.6K
|
10K
$779K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-412- 90.55% |
$28.2K - $30.7K
|
43
$3.35K
|
|
|
Oct 23, 2023
Q3 2023
|
First Bancorp, Inc
|
SELL
|
- |
-412- 2.11% |
$28.2K - $30.7K
|
19.1K
$1.49M
|
|
|
Nov 14, 2023
Q3 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-414- 5.74% |
$28.4K - $30.8K
|
6.8K
$530K
|
|
|
Nov 13, 2023
Q3 2023
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-415- 4.11% |
$28.5K - $30.9K
|
9.68K
$754K
|
|
|
Nov 13, 2023
Q3 2023
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
SELL
|
- |
-420- 1.04% |
$28.8K - $31.3K
|
40.1K
$3.12M
|
|
|
Oct 13, 2023
Q3 2023
|
Courier Capital LLC
|
SELL
|
- |
-424- 0.17% |
$29.1K - $31.6K
|
253K
$19.7M
|
|
|
Oct 23, 2023
Q3 2023
|
Corundum Trust Company, Inc
Sioux Falls, SD |
SELL
|
- |
-424- 2.27% |
$29.1K - $31.6K
|
18.3K
$1.42M
|
|
|
Nov 13, 2023
Q3 2023
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-426- 7.26% |
$29.2K - $31.7K
|
5.44K
$424K
|
|
|
Oct 13, 2023
Q3 2023
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-430- 4.25% |
$29.5K - $32K
|
9.68K
$754K
|
|
|
Oct 25, 2023
Q3 2023
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-432- 1.56% |
$29.6K - $32.2K
|
27.2K
$2.12M
|
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-436- 1.62% |
$29.9K - $32.5K
|
26.4K
$2.06M
|
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-441- 5.3% |
$30.2K - $32.8K
|
7.88K
$614K
|
|
|
Oct 20, 2023
Q3 2023
|
Prairie View Partners, LLC
|
SELL
|
- |
-446- 20.15% |
$30.6K - $33.2K
|
1.77K
$138K
|
|
|
Oct 31, 2023
Q3 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-447- 2.68% |
$30.6K - $33.3K
|
16.2K
$1.26M
|
|
|
Nov 06, 2023
Q3 2023
|
Star Financial Bank
Fort Wayne, IN |
SELL
|
- |
-457- 8.76% |
$31.3K - $34K
|
4.76K
$371K
|
|
|
Oct 10, 2023
Q3 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-461- 1.7% |
$31.6K - $34.3K
|
26.7K
$2.08M
|
|
|
Nov 03, 2023
Q3 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-461- 1.95% |
$31.6K - $34.3K
|
23.2K
$1.81M
|
|
|
Dec 06, 2023
Q3 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-463- 0.94% |
$31.7K - $34.5K
|
48.6K
$3.79M
|
|
|
Oct 23, 2023
Q3 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-471- 9.32% |
$32.3K - $35.1K
|
4.58K
$357K
|
|
|
Oct 16, 2023
Q3 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-475- 0.59% |
$32.6K - $35.4K
|
80.3K
$6.25M
|
|
|
Nov 14, 2023
Q3 2023
|
Cullen Capital Management, LLC
New York, NY |
SELL
|
- |
-479- 7.87% |
$32.8K - $35.7K
|
5.61K
$437K
|
|
|
Nov 13, 2023
Q3 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-485- 3.11% |
$33.3K - $36.1K
|
15.1K
$1.18M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Architects, LLC
|
SELL
|
- |
-491- 7.3% |
$33.7K - $36.6K
|
6.24K
$486K
|
|
|
Oct 30, 2023
Q3 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-492- 3.86% |
$33.7K - $36.6K
|
12.3K
$955K
|
|
|
Oct 11, 2023
Q3 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-496- 3.1% |
$34K - $36.9K
|
15.5K
$1.21M
|
|
|
Nov 06, 2023
Q3 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-496- 8.93% |
$34K - $36.9K
|
5.06K
$394K
|
|
|
Oct 19, 2023
Q3 2023
|
Vahanian & Associates Financial Planning Inc.
|
SELL
|
- |
-500- 7.81% |
$34.3K - $37.2K
|
5.9K
$460K
|
|
|
Oct 25, 2023
Q3 2023
|
Citizens National Bank Trust Department
|
SELL
|
- |
-500- 8.22% |
$34.3K - $37.2K
|
5.58K
$435K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-500- 0.38% |
$34.3K - $37.2K
|
131K
$10.2M
|
|
|
Nov 08, 2023
Q3 2023
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-503- 5.54% |
$34.5K - $37.5K
|
8.57K
$668K
|
|
|
Nov 09, 2023
Q3 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
SELL
|
- |
-504- 0.38% |
$34.6K - $37.5K
|
133K
$10.3M
|
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-505- 1.16% |
$34.6K - $37.6K
|
42.9K
$3.34M
|
|
|
Oct 24, 2023
Q3 2023
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-509- 0.78% |
$34.9K - $37.9K
|
65K
$5.06M
|