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 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
83.5K+ 16.83% |
$5.72M - $6.22M
|
579K
$44.9M
|
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
BUY
|
- |
80.5KNew |
$5.52M - $6M
|
80.5K
$6.24M
|
|
|
Oct 10, 2023
Q3 2023
|
Fluent Financial, LLC
|
BUY
|
- |
79.4K+ 321.62% |
$5.45M - $5.92M
|
104K
$8.07M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
74.9KNew |
$5.14M - $5.58M
|
74.9K
$5.81M
|
|
|
Nov 13, 2023
Q3 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
71.1KNew |
$4.87M - $5.29M
|
71.1K
$5.51M
|
|
|
Nov 07, 2023
Q3 2023
|
Resolute Advisors LLC
|
BUY
|
- |
70.4KNew |
$4.83M - $5.24M
|
70.4K
$5.46M
|
|
|
Feb 14, 2024
Q3 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
69.2K+ 2136.96% |
$4.74M - $5.15M
|
72.4K
$5.61M
|
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
68.5KNew |
$4.7M - $5.1M
|
68.5K
$5.31M
|
|
|
Nov 21, 2023
Q3 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
68.1KNew |
$4.67M - $5.07M
|
68.1K
$5.28M
|
|
|
Nov 15, 2023
Q3 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
67K+ 96.37% |
$4.59M - $4.99M
|
137K
$10.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
64.6KNew |
$4.43M - $4.81M
|
64.6K
$5.01M
|
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
62.1K+ 10.4% |
$4.25M - $4.62M
|
658K
$51M
|
|
|
Nov 14, 2023
Q3 2023
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
59.8K+ 3985.47% |
$4.1M - $4.45M
|
61.3K
$4.75M
|
|
|
Nov 13, 2023
Q3 2023
|
Main Management Fund Advisors LLC
San Francisco, CA |
BUY
|
- |
57.4K+ 15.44% |
$3.94M - $4.27M
|
429K
$33.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
53.9K+ 3.18% |
$3.7M - $4.01M
|
1.75M
$136M
|
|
|
Nov 15, 2023
Q3 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
48.6K+ 15.29% |
$3.33M - $3.62M
|
367K
$28.4M
|
|
|
Nov 02, 2023
Q3 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
48.3K+ 3.4% |
$3.31M - $3.59M
|
1.47M
$114M
|
|
|
Nov 14, 2023
Q3 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
47.8K+ 11.15% |
$3.28M - $3.56M
|
477K
$37M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
46.2K+ 2.19% |
$3.16M - $3.44M
|
2.16M
$167M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
45.4K+ 5.01% |
$3.11M - $3.38M
|
952K
$73.8M
|
|
|
Oct 10, 2023
Q3 2023
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
44.8K+ 686.79% |
$3.07M - $3.33M
|
51.3K
$3.97M
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
44.4K+ 251.1% |
$3.04M - $3.3M
|
62K
$4.81M
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
43.6K+ 27.21% |
$2.99M - $3.24M
|
204K
$15.8M
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
43.5K+ 1.16% |
$2.98M - $3.24M
|
3.79M
$294M
|
|
|
Nov 14, 2023
Q3 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
43.1K+ 494.4% |
$2.95M - $3.21M
|
51.8K
$4.01M
|
|
|
Nov 09, 2023
Q3 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
42.9K+ 38.21% |
$2.94M - $3.19M
|
155K
$12M
|
|
|
Nov 14, 2023
Q3 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
42.9K+ 4.51% |
$2.94M - $3.19M
|
993K
$76.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Aristotle Capital Management, LLC
Los Angeles, CA |
BUY
|
- |
41.8K+ 20.72% |
$2.87M - $3.11M
|
244K
$18.9M
|
|
|
Nov 08, 2023
Q3 2023
|
Connable Office Inc
|
BUY
|
- |
39.6K+ 13.18% |
$2.72M - $2.95M
|
341K
$26.4M
|
|
|
Nov 08, 2023
Q3 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
39.4K+ 131.31% |
$2.7M - $2.93M
|
69.4K
$5.38M
|
|
|
Nov 01, 2023
Q3 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
39.1K+ 37.37% |
$2.68M - $2.91M
|
144K
$11.1M
|
|
|
Oct 13, 2023
Q3 2023
|
Key Bridge Compliance, LLC
Covington, KY |
BUY
|
- |
39KNew |
$2.67M - $2.9M
|
39K
$3.02M
|
|
|
Feb 07, 2024
Q3 2023
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
38.7K+ 99.21% |
$2.65M - $2.88M
|
77.7K
$6.02M
|
|
|
Nov 14, 2023
Q3 2023
|
Mai Capital Management
|
BUY
|
- |
38.6K+ 14.75% |
$2.64M - $2.87M
|
300K
$23.3M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
38.1K+ 1.71% |
$2.61M - $2.84M
|
2.27M
$176M
|
|
|
Oct 17, 2023
Q3 2023
|
Royal Fund Management, LLC
|
BUY
|
- |
37.6K+ 32.93% |
$2.57M - $2.8M
|
152K
$11.8M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
36.7K+ 2.15% |
$2.52M - $2.73M
|
1.75M
$135M
|
|
|
Nov 14, 2023
Q3 2023
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
36.4K+ 98.38% |
$2.5M - $2.71M
|
73.5K
$5.69M
|
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
35.8K+ 5.29% |
$2.45M - $2.66M
|
712K
$55.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
BUY
|
- |
35.2KNew |
$2.41M - $2.62M
|
35.2K
$2.73M
|
|
|
Nov 02, 2023
Q3 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
34.9K+ 1.71% |
$2.39M - $2.6M
|
2.07M
$161M
|
|
|
Nov 13, 2023
Q3 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
34.8KNew |
$2.39M - $2.59M
|
34.8K
$2.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
33.8KNew |
$2.32M - $2.52M
|
33.8K
$2.62M
|
|
|
Nov 15, 2023
Q3 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
33.6KNew |
$2.31M - $2.5M
|
33.6K
$2.61M
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
32.1K+ 20.76% |
$2.2M - $2.39M
|
187K
$14.5M
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
32.1K+ 20.76% |
$2.2M - $2.39M
|
187K
$14.5M
|
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
31.4K+ 96.24% |
$2.15M - $2.34M
|
64K
$4.96M
|
|
|
Nov 02, 2023
Q3 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
30.5K+ 26.59% |
$2.09M - $2.27M
|
145K
$11.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
29.9K+ 12.65% |
$2.05M - $2.23M
|
266K
$20.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
29.3K+ 86.91% |
$2.01M - $2.18M
|
63K
$4.88M
|