Purchases and Sales Made in Q3 2023 in Ishares Tr Msci Eafe ETF (EFA)

EFA Quotes by TradingView

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 16, 2023 Q3 2023
Bristlecone Advisors, LLC

SELL
 -
-2.31K
- 2.6%
$158K - $172K
86.5K $6.74M
Oct 24, 2023 Q3 2023
Union Savings Bank

Litchfield, CT
SELL
 -
-2.32K
- 48.89%
$159K - $173K
2.43K $189K
Nov 13, 2023 Q3 2023
Level Four Advisory Services, LLC

Dallas, TX
SELL
 -
-2.33K
- 4.43%
$159K - $173K
50.2K $3.91M
Oct 06, 2023 Q3 2023
Members Trust CO

SELL
 -
-2.33K
- 10.08%
$160K - $173K
20.8K $1.62M
Nov 14, 2023 Q3 2023
Atlas Capital Advisors LLC

San Francisco, CA
SELL
 -
-2.33K
- 88.64%
$160K - $174K
299 $23.3K
Oct 27, 2023 Q3 2023
Whittier Trust CO

SELL
 -
-2.34K
- 1.34%
$160K - $174K
172K $13.4M
Nov 14, 2023 Q3 2023
Hilltop Holdings Inc.

Dallas, TX
SELL
 -
-2.34K
- 4.29%
$160K - $174K
52.2K $4.07M
Oct 17, 2023 Q3 2023
Brewster Financial Planning LLC

SELL
 -
-2.38K
- 0.82%
$163K - $177K
288K $22.5M
Oct 27, 2023 Q3 2023
Marquette Asset Management, LLC

SELL
 -
-2.38K
- 6.09%
$163K - $177K
36.7K $2.86M
Nov 14, 2023 Q3 2023
Tolleson Wealth Management, Inc.

Dallas, TX
SELL
 -
-2.4K
- 2.2%
$164K - $179K
107K $8.31M
Oct 26, 2023 Q3 2023
Osborne Partners Capital Management, LLC

SELL
 -
-2.45K
- 10.39%
$168K - $182K
21.1K $1.65M
Oct 11, 2023 Q3 2023
Abacus Planning Group, Inc.

SELL
 -
-2.45K
- 8.43%
$168K - $183K
26.7K $2.08M
Nov 07, 2023 Q3 2023
Plante Moran Financial Advisors, LLC

SELL
 -
-2.46K
- 16.11%
$169K - $183K
12.8K $998K
Nov 01, 2023 Q3 2023
Krilogy Financial LLC

SELL
 -
-2.5K
- 3.5%
$171K - $186K
68.8K $5.36M
Nov 14, 2023 Q3 2023
Alesco Advisors LLC

Pittsford, NY
SELL
 -
-2.51K
- 5.01%
$172K - $187K
47.6K $3.71M
Nov 14, 2023 Q3 2023
Bank Ozk

SELL
 -
-2.54K
- 8.84%
$174K - $189K
26.1K $2.04M
Dec 01, 2023 Q3 2023
Dimension Capital Management LLC

Coral Gables, FL
SELL
 -
-2.55K
- 1.76%
$175K - $190K
142K $11.1M
Oct 23, 2023 Q3 2023
Sigma Investment Counselors Inc

SELL
 -
-2.56K
- 4.57%
$176K - $191K
53.5K $4.17M
Oct 13, 2023 Q3 2023
Tarbox Family Office, Inc.

SELL
 -
-2.66K
- 2.99%
$183K - $198K
86.4K $6.73M
Oct 31, 2023 Q3 2023
Lodestar Private Asset Management LLC

Alamo, CA
SELL
 -
-2.74K
- 4.37%
$188K - $204K
59.9K $4.67M
Oct 16, 2023 Q3 2023
Ziegler Capital Management, LLC

SELL
 -
-2.82K
- 0.99%
$193K - $210K
283K $22M
Oct 10, 2023 Q3 2023
Chesley Taft & Associates LLC

SELL
 -
-2.83K
- 2.14%
$194K - $211K
130K $10.1M
Dec 05, 2023 Q3 2023
Morton Capital Management Llc/Ca

Calabasas, CA
SELL
 -
-2.89K
Closed
$198K - $215K
0 $0
Nov 01, 2023 Q3 2023
Db Fitzpatrick & Co, Inc

SELL
 -
-2.91K
- 12.17%
$199K - $217K
21K $1.64M
Nov 08, 2023 Q3 2023
Janney Montgomery Scott LLC

SELL
 -
-2.97K
- 0.33%
$203K - $221K
889K $69.2M
Oct 19, 2023 Q3 2023
Hms Capital Management, LLC

SELL
 -
-2.97K
- 3.6%
$204K - $221K
79.4K $6.19M
Oct 19, 2023 Q3 2023
Financial & Tax Architects, LLC

St Louis, MO
SELL
 -
-2.98K
- 1.18%
$204K - $222K
249K $19.4M
Nov 02, 2023 Q3 2023
Nisa Investment Advisors, LLC

SELL
 -
-3K
- 0.65%
$206K - $223K
462K $36M
Oct 10, 2023 Q3 2023
Lbj Family Wealth Advisors, Ltd.

SELL
 -
-3.04K
- 3.06%
$208K - $226K
96.3K $7.5M
Nov 09, 2023 Q3 2023
Heritage Investors Management Corp

SELL
 -
-3.05K
- 2.3%
$209K - $227K
130K $10.1M
Nov 14, 2023 Q3 2023
Carolinas Wealth Consulting LLC

Charlotte, NC
SELL
 -
-3.1K
- 5.7%
$213K - $231K
51.3K $4M
Nov 13, 2023 Q3 2023
Kayne Anderson Rudnick Investment Management LLC

Los Angeles, CA
SELL
 -
-3.17K
- 3.97%
$217K - $236K
76.7K $5.97M
Nov 01, 2023 Q3 2023
Pitti Group Wealth Management, LLC

SELL
 -
-3.19K
- 3.02%
$219K - $238K
103K $8M
Nov 09, 2023 Q3 2023
Strategy Asset Managers LLC

SELL
 -
-3.21K
- 13.95%
$220K - $239K
19.8K $1.54M
Oct 10, 2023 Q3 2023
Thomasville National Bank

SELL
 -
-3.22K
- 17.34%
$221K - $240K
15.4K $1.2M
Oct 27, 2023 Q3 2023
Bsw Wealth Partners

Boulder, CO
SELL
 -
-3.27K
- 3.45%
$224K - $244K
91.8K $7.15M
Nov 14, 2023 Q3 2023
Vivaldi Capital Management LP

Chicago, IL
SELL
 -
-3.29K
- 25.04%
$226K - $245K
9.85K $768K
Nov 14, 2023 Q3 2023
Disciplined Investments, LLC

Tulsa, OK
SELL
 -
-3.36K
- 20.18%
$230K - $250K
13.3K $1.04M
Nov 08, 2023 Q3 2023
Choreo, LLC

Minneapolis, MN
SELL
 -
-3.37K
- 3.36%
$231K - $251K
96.8K $7.55M
Nov 16, 2023 Q3 2023
Cm Wealth Advisors LLC

Beachwood, OH
SELL
 -
-3.4K
- 11.0%
$233K - $253K
27.5K $2.14M
Nov 14, 2023 Q3 2023
Johnson Financial Group, Inc.

Racine, WI
SELL
 -
-3.44K
- 4.75%
$236K - $256K
69.1K $5.38M
Oct 26, 2023 Q3 2023
Chicago Partners Investment Group LLC

SELL
 -
-3.47K
- 4.46%
$238K - $259K
74.4K $5.8M
Nov 07, 2023 Q3 2023
Security Financial Services, Inc.

SELL
 -
-3.5K
- 22.13%
$240K - $261K
12.3K $959K
Oct 05, 2023 Q3 2023
Qp Wealth Management, LLC

SELL
 -
-3.57K
- 40.94%
$245K - $266K
5.15K $401K
Oct 26, 2023 Q3 2023
Simmons Bank

SELL
 -
-3.68K
- 2.97%
$252K - $274K
120K $9.35M
Nov 09, 2023 Q3 2023
Nicolet Bankshares Inc

Green Bay, WI
SELL
 -
-3.69K
- 5.18%
$253K - $275K
67.6K $5.27M
Nov 15, 2023 Q3 2023
Integrated Wealth Concepts LLC

SELL
 -
-3.74K
- 8.47%
$256K - $278K
40.4K $3.14M
Oct 10, 2023 Q3 2023
First Hawaiian Bank

SELL
 -
-3.79K
- 1.34%
$260K - $283K
279K $21.7M
Nov 13, 2023 Q3 2023
Truadvice, LLC

Sarasota, FL
SELL
 -
-3.9K
- 32.19%
$267K - $290K
8.21K $640K

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