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 26, 2023
Q3 2023
|
Rockland Trust CO
|
SELL
|
- |
-3.94K- 13.25% |
$270K - $293K
|
25.8K
$2.01M
|
|
|
Nov 13, 2023
Q3 2023
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-3.99K- 4.05% |
$273K - $297K
|
94.4K
$7.36M
|
|
|
Nov 13, 2023
Q3 2023
|
Citizens Financial Group Inc
|
SELL
|
- |
-3.99K- 0.74% |
$274K - $297K
|
533K
$41.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-4.03K- 3.52% |
$276K - $300K
|
110K
$8.6M
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-4.06K- 10.22% |
$278K - $302K
|
35.7K
$2.78M
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-4.1K- 2.47% |
$281K - $306K
|
162K
$12.6M
|
|
|
Oct 23, 2023
Q3 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-4.15K- 6.63% |
$285K - $309K
|
58.5K
$4.56M
|
|
|
Nov 13, 2023
Q3 2023
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-4.15K- 5.15% |
$285K - $309K
|
76.5K
$5.96M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-4.44K- 58.1% |
$305K - $331K
|
3.2K
$250K
|
|
|
Nov 14, 2023
Q3 2023
|
Credit Agricole S A
|
SELL
|
- |
-4.66K- 4.56% |
$319K - $347K
|
97.4K
$7.59M
|
|
|
Oct 16, 2023
Q3 2023
|
Ht Partners LLC
|
SELL
|
- |
-4.77K- 0.78% |
$327K - $355K
|
605K
$47.2M
|
|
|
Oct 23, 2023
Q3 2023
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-4.8K- 1.22% |
$329K - $357K
|
387K
$30.1M
|
|
|
Nov 17, 2023
Q3 2023
|
Diversified Trust CO
|
SELL
|
- |
-4.81K- 3.55% |
$330K - $358K
|
131K
$10.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-4.84K- 25.4% |
$332K - $360K
|
14.2K
$1.11M
|
|
|
Oct 24, 2023
Q3 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-4.96K- 2.0% |
$340K - $369K
|
243K
$18.9M
|
|
|
Oct 16, 2023
Q3 2023
|
Forte Asset Management LLC
|
SELL
|
- |
-5.11K- 16.7% |
$350K - $380K
|
25.5K
$1.99M
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
SELL
|
- |
-5.19K- 98.39% |
$356K - $387K
|
85
$6.62K
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-5.22K- 39.97% |
$358K - $389K
|
7.84K
$611K
|
|
|
Nov 14, 2023
Q3 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-5.24K- 7.37% |
$359K - $390K
|
65.8K
$5.13M
|
|
|
Nov 13, 2023
Q3 2023
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-5.45K- 2.65% |
$373K - $406K
|
200K
$15.6M
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-5.5K- 3.64% |
$377K - $410K
|
146K
$11.4M
|
|
|
Oct 17, 2023
Q3 2023
|
Wealth Bridge Investment Counsel Inc.
|
SELL
|
- |
-5.6K- 3.76% |
$384K - $417K
|
143K
$11.2M
|
|
|
Oct 20, 2023
Q3 2023
|
Bremer Bank National Association
|
SELL
|
- |
-5.64K- 12.93% |
$387K - $420K
|
38K
$2.96M
|
|
|
Nov 14, 2023
Q3 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-5.7K- 10.41% |
$391K - $424K
|
49K
$3.82M
|
|
|
Nov 08, 2023
Q3 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-5.73K- 10.69% |
$393K - $427K
|
47.9K
$3.73M
|
|
|
Oct 10, 2023
Q3 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-5.73K- 4.51% |
$393K - $427K
|
121K
$9.46M
|
|
|
Oct 02, 2024
Q3 2023
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-5.75KClosed |
$394K - $428K
|
0
$0
|
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-5.97K- 3.28% |
$409K - $445K
|
176K
$13.7M
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-6.09K- 25.09% |
$417K - $453K
|
18.2K
$1.42M
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-6.12K- 42.07% |
$420K - $456K
|
8.43K
$657K
|
|
|
Nov 13, 2023
Q3 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-6.45K- 1.01% |
$442K - $480K
|
633K
$49.3M
|
|
|
Oct 30, 2023
Q3 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-6.55K- 2.6% |
$449K - $488K
|
245K
$19.1M
|
|
|
Nov 07, 2023
Q3 2023
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-6.69K- 57.21% |
$458K - $498K
|
5K
$390K
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-6.75K- 1.28% |
$463K - $503K
|
522K
$40.7M
|
|
|
Oct 19, 2023
Q3 2023
|
Sns Financial Group, LLC
|
SELL
|
- |
-6.8K- 3.38% |
$466K - $506K
|
194K
$15.1M
|
|
|
Nov 07, 2023
Q3 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-6.82K- 0.31% |
$467K - $508K
|
2.2M
$171M
|
|
|
Nov 07, 2023
Q3 2023
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-7.21K- 22.85% |
$494K - $537K
|
24.3K
$1.9M
|
|
|
Nov 03, 2023
Q3 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-7.22K- 2.26% |
$495K - $538K
|
313K
$24.4M
|
|
|
Oct 19, 2023
Q3 2023
|
Virginia National Bank
|
SELL
|
- |
-7.51K- 63.6% |
$515K - $559K
|
4.3K
$335K
|
|
|
Nov 13, 2023
Q3 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-7.6K- 90.48% |
$521K - $566K
|
800
$62.3K
|
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-7.61K- 9.7% |
$522K - $567K
|
70.9K
$5.52M
|
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-7.69K- 7.61% |
$527K - $573K
|
93.4K
$7.28M
|
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-7.78K- 3.02% |
$533K - $579K
|
250K
$19.5M
|
|
|
Oct 12, 2023
Q3 2023
|
Twele Capital Management, Inc.
|
SELL
|
- |
-7.87K- 2.51% |
$540K - $586K
|
305K
$23.8M
|
|
|
Nov 08, 2023
Q3 2023
|
Idaho Trust Bank
Boise, ID |
SELL
|
- |
-7.88K- 5.32% |
$540K - $586K
|
140K
$10.9M
|
|
|
Nov 08, 2023
Q3 2023
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-8.1K- 92.05% |
$555K - $603K
|
700
$54.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-8.7K- 24.03% |
$596K - $648K
|
27.5K
$2.14M
|
|
|
Nov 13, 2023
Q3 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-9.13K- 19.21% |
$626K - $680K
|
38.4K
$2.99M
|
|
|
Jan 12, 2024
Q3 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-9.16KClosed |
$628K - $682K
|
0
$0
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
SELL
|
- |
-9.27K- 1.69% |
$635K - $690K
|
538K
$41.9M
|