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 02, 2023
Q3 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-524- 0.88% |
$35.9K - $39K
|
58.9K
$4.59M
|
|
|
Oct 12, 2023
Q3 2023
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-525- 1.53% |
$36K - $39.1K
|
33.9K
$2.64M
|
|
|
Oct 27, 2023
Q3 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-525- 6.61% |
$36K - $39.1K
|
7.42K
$578K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-526- 2.64% |
$36.1K - $39.2K
|
19.4K
$1.51M
|
|
|
Nov 09, 2023
Q3 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-531- 0.59% |
$36.4K - $39.5K
|
88.8K
$6.92M
|
|
|
Nov 09, 2023
Q3 2023
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-540- 3.54% |
$37K - $40.2K
|
14.7K
$1.15M
|
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-546- 1.01% |
$37.4K - $40.7K
|
53.3K
$4.15M
|
|
|
Nov 09, 2023
Q3 2023
|
Wms Partners, LLC
|
SELL
|
- |
-550- 8.96% |
$37.7K - $41K
|
5.59K
$435K
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-554- 0.29% |
$38K - $41.3K
|
188K
$14.7M
|
|
|
Oct 13, 2023
Q3 2023
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-561- 6.3% |
$38.5K - $41.8K
|
8.35K
$651K
|
|
|
Nov 13, 2023
Q3 2023
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-563- 25.99% |
$38.6K - $41.9K
|
1.6K
$125K
|
|
|
Nov 13, 2023
Q3 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-572- 0.32% |
$39.2K - $42.6K
|
179K
$13.9M
|
|
|
Nov 07, 2023
Q3 2023
|
Smh Capital Advisors Inc
|
SELL
|
- |
-573- 13.69% |
$39.3K - $42.7K
|
3.61K
$281K
|
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-574- 7.53% |
$39.4K - $42.7K
|
7.05K
$549K
|
|
|
Oct 13, 2023
Q3 2023
|
City Holding CO
|
SELL
|
- |
-577- 0.94% |
$39.6K - $43K
|
61K
$4.75M
|
|
|
Oct 27, 2023
Q3 2023
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-578- 0.75% |
$39.6K - $43K
|
76.3K
$5.94M
|
|
|
Oct 10, 2023
Q3 2023
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-581- 13.02% |
$39.8K - $43.3K
|
3.88K
$302K
|
|
|
Nov 15, 2023
Q3 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-581- 0.4% |
$39.8K - $43.3K
|
143K
$11.2M
|
|
|
Oct 17, 2023
Q3 2023
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-588- 3.34% |
$40.3K - $43.8K
|
17K
$1.33M
|
|
|
Nov 09, 2023
Q3 2023
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-597- 0.83% |
$40.9K - $44.5K
|
71.3K
$5.55M
|
|
|
Nov 07, 2023
Q3 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-601- 14.66% |
$41.2K - $44.8K
|
3.5K
$273K
|
|
|
Oct 19, 2023
Q3 2023
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-602- 0.78% |
$41.3K - $44.8K
|
76.3K
$5.95M
|
|
|
Oct 31, 2023
Q3 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-623- 1.28% |
$42.7K - $46.4K
|
48K
$3.74M
|
|
|
Nov 08, 2023
Q3 2023
|
Davidson Trust CO
|
SELL
|
- |
-623- 3.68% |
$42.7K - $46.4K
|
16.3K
$1.27M
|
|
|
Nov 01, 2023
Q3 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-625- 3.81% |
$42.9K - $46.5K
|
15.8K
$1.23M
|
|
|
Nov 14, 2023
Q3 2023
|
Highland Capital Management, LLC
|
SELL
|
- |
-625- 4.59% |
$42.9K - $46.5K
|
13K
$1.01M
|
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-633- 2.84% |
$43.4K - $47.1K
|
21.7K
$1.69M
|
|
|
Oct 30, 2023
Q3 2023
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-639- 2.16% |
$43.8K - $47.6K
|
28.9K
$2.25M
|
|
|
Nov 09, 2023
Q3 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-639- 5.2% |
$43.8K - $47.6K
|
11.7K
$908K
|
|
|
Nov 01, 2023
Q3 2023
|
Telos Capital Management, Inc.
|
SELL
|
- |
-642- 11.05% |
$44K - $47.8K
|
5.17K
$403K
|
|
|
Nov 14, 2023
Q3 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-645- 2.98% |
$44.2K - $48K
|
21K
$1.64M
|
|
|
Oct 11, 2023
Q3 2023
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-654- 45.8% |
$44.8K - $48.7K
|
774
$60.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Wit, LLC
District Of Columbia, DC |
SELL
|
- |
-655- 41.17% |
$44.9K - $48.8K
|
936
$72.9K
|
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-662- 1.81% |
$45.4K - $49.3K
|
35.9K
$2.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-676- 4.11% |
$46.3K - $50.3K
|
15.8K
$1.23M
|
|
|
Oct 12, 2023
Q3 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-681- 0.55% |
$46.7K - $50.7K
|
123K
$9.61M
|
|
|
Nov 14, 2023
Q3 2023
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-681- 1.48% |
$46.7K - $50.7K
|
45.4K
$3.54M
|
|
|
Oct 23, 2023
Q3 2023
|
Dakota Wealth Management
|
SELL
|
- |
-688- 9.16% |
$47.2K - $51.2K
|
6.82K
$532K
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-693- 0.2% |
$47.5K - $51.6K
|
344K
$26.8M
|
|
|
Nov 01, 2023
Q3 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-701- 1.55% |
$48.1K - $52.2K
|
44.5K
$3.47M
|
|
|
Nov 13, 2023
Q3 2023
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-707- 14.76% |
$48.5K - $52.6K
|
4.08K
$318K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-708- 2.72% |
$48.5K - $52.7K
|
25.4K
$1.98M
|
|
|
Nov 09, 2023
Q3 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-715- 1.02% |
$49K - $53.2K
|
69.3K
$5.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-719- 3.33% |
$49.3K - $53.5K
|
20.9K
$1.63M
|
|
|
Nov 08, 2023
Q3 2023
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-726- 6.9% |
$49.8K - $54.1K
|
9.8K
$763K
|
|
|
Nov 14, 2023
Q3 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-734- 18.01% |
$50.3K - $54.7K
|
3.34K
$260K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-743- 5.82% |
$50.9K - $55.3K
|
12K
$937K
|
|
|
Oct 25, 2023
Q3 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-749- 0.7% |
$51.4K - $55.8K
|
106K
$8.23M
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-750- 12.01% |
$51.4K - $55.8K
|
5.49K
$428K
|
|
|
Nov 06, 2023
Q3 2023
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-750- 5.08% |
$51.4K - $55.8K
|
14K
$1.09M
|