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
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-9.34K- 18.54% |
$640K - $695K
|
41K
$3.2M
|
|
|
Oct 17, 2023
Q3 2023
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-9.36K- 19.03% |
$642K - $697K
|
39.8K
$3.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-9.58K- 28.89% |
$657K - $713K
|
23.6K
$1.84M
|
|
|
Oct 05, 2023
Q3 2023
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-9.67K- 1.78% |
$663K - $720K
|
532K
$41.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-9.74K- 18.12% |
$667K - $725K
|
44K
$3.43M
|
|
|
Nov 08, 2023
Q3 2023
|
Ashford Advisors, LLC
|
SELL
|
- |
-10.1K- 21.93% |
$692K - $751K
|
35.9K
$2.8M
|
|
|
Feb 12, 2024
Q3 2023
|
Ashford Advisors, LLC
|
SELL
|
- |
-10.1K- 21.93% |
$692K - $751K
|
35.9K
$2.8M
|
|
|
Nov 03, 2023
Q3 2023
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-10.1K- 51.27% |
$695K - $754K
|
9.63K
$750K
|
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-10.3K- 18.31% |
$708K - $769K
|
46.1K
$3.59M
|
|
|
Nov 14, 2023
Q3 2023
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-10.6K- 29.14% |
$730K - $792K
|
25.9K
$2.02M
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-11K- 18.46% |
$751K - $816K
|
48.4K
$3.77M
|
|
|
Oct 13, 2023
Q3 2023
|
First Citizens Financial Corp
|
SELL
|
- |
-11K- 8.62% |
$755K - $820K
|
117K
$9.09M
|
|
|
Oct 30, 2023
Q3 2023
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-11K- 31.57% |
$756K - $821K
|
23.9K
$1.86M
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-11.4K- 0.85% |
$783K - $850K
|
1.33M
$103M
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-11.6K- 12.94% |
$792K - $861K
|
77.7K
$6.06M
|
|
|
Nov 14, 2023
Q3 2023
|
Kabouter Management, LLC
Chicago, IL |
SELL
|
- |
-12.2K- 1.37% |
$835K - $907K
|
880K
$68.6M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-12.5K- 40.88% |
$860K - $934K
|
18.1K
$1.41M
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-12.6K- 14.61% |
$861K - $935K
|
73.4K
$5.72M
|
|
|
Nov 14, 2023
Q3 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-12.7K- 11.1% |
$870K - $945K
|
102K
$7.92M
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-12.8K- 17.86% |
$879K - $954K
|
58.9K
$4.59M
|
|
|
Nov 15, 2023
Q3 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-12.8K- 60.03% |
$880K - $955K
|
8.54K
$666K
|
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-12.9K- 3.51% |
$882K - $958K
|
353K
$27.5M
|
|
|
Nov 15, 2023
Q3 2023
|
I A Global Asset Management Inc.
Quebec, A8 |
SELL
|
- |
-13.1K- 3.64% |
$895K - $972K
|
346K
$26.9M
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-13.3K- 49.66% |
$913K - $992K
|
13.5K
$1.05M
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-13.4K- 1.1% |
$916K - $994K
|
1.2M
$93.3M
|
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-13.4K- 23.03% |
$916K - $994K
|
44.6K
$3.48M
|
|
|
Nov 13, 2023
Q3 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-14K- 7.14% |
$960K - $1.04M
|
182K
$14.2M
|
|
|
Oct 19, 2023
Q3 2023
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-14.1K- 64.83% |
$967K - $1.05M
|
7.66K
$596K
|
|
|
Nov 08, 2023
Q3 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-14.1K- 10.08% |
$969K - $1.05M
|
126K
$9.83M
|
|
|
Nov 14, 2023
Q3 2023
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-14.5K- 11.57% |
$995K - $1.08M
|
111K
$8.64M
|
|
|
Oct 16, 2023
Q3 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-14.5K- 46.64% |
$996K - $1.08M
|
16.6K
$1.29M
|
|
|
Oct 25, 2023
Q3 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-14.9K- 0.55% |
$1.02M - $1.11M
|
2.7M
$210M
|
|
|
Oct 17, 2023
Q3 2023
|
Btc Capital Management, Inc.
|
SELL
|
- |
-15.4K- 4.35% |
$1.06M - $1.15M
|
339K
$26.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-15.6K- 42.27% |
$1.07M - $1.16M
|
21.3K
$1.66M
|
|
|
Oct 23, 2023
Q3 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-16K- 8.07% |
$1.1M - $1.19M
|
182K
$14.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-16.3K- 5.98% |
$1.12M - $1.21M
|
256K
$20M
|
|
|
Oct 31, 2023
Q3 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-16.3K- 25.58% |
$1.12M - $1.22M
|
47.5K
$3.7M
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-16.6K- 27.38% |
$1.14M - $1.23M
|
44K
$3.43M
|
|
|
Oct 30, 2023
Q3 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-17.2K- 11.55% |
$1.18M - $1.28M
|
132K
$10.3M
|
|
|
Nov 03, 2023
Q3 2023
|
Camden Capital, LLC
|
SELL
|
- |
-18.2K- 66.85% |
$1.25M - $1.35M
|
9.02K
$703K
|
|
|
Oct 10, 2023
Q3 2023
|
Iam Advisory, LLC
|
SELL
|
- |
-18.2K- 84.58% |
$1.25M - $1.36M
|
3.32K
$259K
|
|
|
Nov 09, 2023
Q3 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-18.6K- 2.65% |
$1.27M - $1.38M
|
682K
$53.1M
|
|
|
Oct 17, 2023
Q3 2023
|
Cx Institutional
|
SELL
|
- |
-20K- 48.31% |
$1.37M - $1.49M
|
21.4K
$1.67M
|
|
|
Oct 16, 2023
Q3 2023
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-20.5K- 71.89% |
$1.4M - $1.53M
|
8.01K
$624K
|
|
|
Oct 11, 2023
Q3 2023
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-20.9K- 9.76% |
$1.43M - $1.56M
|
193K
$15.1M
|
|
|
Feb 02, 2024
Q3 2023
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-21.2KClosed |
$1.45M - $1.58M
|
0
$0
|
|
|
Nov 08, 2023
Q3 2023
|
Amg National Trust Bank
|
SELL
|
- |
-22.8K- 2.74% |
$1.56M - $1.7M
|
809K
$63M
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-23K- 5.88% |
$1.58M - $1.72M
|
369K
$28.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-23.6K- 26.55% |
$1.61M - $1.75M
|
65.2K
$5.08M
|
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-23.6K- 40.09% |
$1.62M - $1.76M
|
35.3K
$2.75M
|