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 Investment Advisers
Schaumburg, IL |
SELL
|
- |
-24.3K- 13.26% |
$1.66M - $1.81M
|
159K
$12.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-24.7K- 13.09% |
$1.7M - $1.84M
|
164K
$12.7M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-24.8K- 18.6% |
$1.7M - $1.84M
|
108K
$8.4M
|
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-25.4K- 66.52% |
$1.74M - $1.89M
|
12.8K
$991K
|
|
|
Oct 26, 2023
Q3 2023
|
Conning Inc.
|
SELL
|
- |
-26.4K- 7.64% |
$1.81M - $1.96M
|
319K
$24.7M
|
|
|
Oct 31, 2023
Q3 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-27.2K- 3.19% |
$1.87M - $2.03M
|
826K
$64M
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-27.5K- 3.07% |
$1.88M - $2.04M
|
867K
$67.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-28.6K- 10.94% |
$1.96M - $2.13M
|
233K
$18.1M
|
|
|
Oct 30, 2023
Q3 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-29.1K- 85.56% |
$1.99M - $2.16M
|
4.91K
$380K
|
|
|
Nov 09, 2023
Q3 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-31.1K- 1.83% |
$2.13M - $2.32M
|
1.66M
$129M
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-31.8K- 21.54% |
$2.18M - $2.37M
|
116K
$8.99M
|
|
|
Nov 14, 2023
Q3 2023
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-32.4K- 38.07% |
$2.22M - $2.42M
|
52.8K
$4.09M
|
|
|
Oct 20, 2023
Q3 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-32.9K- 17.46% |
$2.26M - $2.45M
|
156K
$12.1M
|
|
|
Oct 10, 2023
Q3 2023
|
Ewg Elevate Inc.
|
SELL
|
- |
-33.1K- 36.58% |
$2.27M - $2.47M
|
57.4K
$4.45M
|
|
|
Oct 30, 2023
Q3 2023
|
Bank Of Stockton
|
SELL
|
- |
-33.7K- 75.42% |
$2.31M - $2.51M
|
11K
$852K
|
|
|
Nov 14, 2023
Q3 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-35.3K- 43.23% |
$2.42M - $2.63M
|
46.4K
$3.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-36.8K- 0.17% |
$2.52M - $2.74M
|
21.2M
$1.65B
|
|
|
Nov 14, 2023
Q3 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-37.6K- 73.57% |
$2.58M - $2.8M
|
13.5K
$1.05M
|
|
|
Aug 22, 2024
Q3 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-37.8K- 9.13% |
$2.59M - $2.82M
|
377K
$29.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-38.2K- 1.97% |
$2.62M - $2.84M
|
1.9M
$147M
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-41.8K- 6.02% |
$2.87M - $3.12M
|
653K
$50.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Swan Global Investments, LLC
Durango, CO |
SELL
|
- |
-44.6K- 10.23% |
$3.06M - $3.32M
|
391K
$30.3M
|
|
|
Oct 16, 2023
Q3 2023
|
Financial Services Advisory Inc
|
SELL
|
- |
-45.5K- 75.83% |
$3.12M - $3.39M
|
14.5K
$1.12M
|
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-46.4K- 3.81% |
$3.18M - $3.46M
|
1.17M
$90.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Bontempo Ohly Capital Mgmt LLC
Bethesda, MD |
SELL
|
- |
-46.5K- 6.57% |
$3.19M - $3.47M
|
662K
$51.3M
|
|
|
Oct 26, 2023
Q3 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-48.3K- 11.69% |
$3.31M - $3.6M
|
365K
$28.3M
|
|
|
Oct 20, 2023
Q3 2023
|
Avestar Capital, LLC
|
SELL
|
- |
-48.6K- 21.71% |
$3.33M - $3.62M
|
175K
$13.6M
|
|
|
Nov 09, 2023
Q3 2023
|
Hap Trading, LLC
New York, NY |
SELL
|
- |
-50.4K- 61.21% |
$3.46M - $3.76M
|
32K
$2.48M
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-50.6K- 3.98% |
$3.47M - $3.77M
|
1.22M
$94.5M
|
|
|
Nov 02, 2023
Q3 2023
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-50.6K- 18.17% |
$3.47M - $3.77M
|
228K
$17.7M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-52K- 15.06% |
$3.57M - $3.87M
|
293K
$22.7M
|
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-52.5K- 72.92% |
$3.6M - $3.91M
|
19.5K
$1.51M
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-53.6K- 14.17% |
$3.67M - $3.99M
|
325K
$25.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-53.6K- 93.56% |
$3.68M - $3.99M
|
3.69K
$286K
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-53.7K- 6.05% |
$3.68M - $4M
|
835K
$64.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-57K- 16.17% |
$3.91M - $4.24M
|
296K
$22.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-59.3K- 97.4% |
$4.06M - $4.41M
|
1.58K
$122K
|
|
|
Oct 16, 2023
Q3 2023
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-59.5K- 52.7% |
$4.08M - $4.43M
|
53.4K
$4.14M
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-59.7K- 26.15% |
$4.09M - $4.45M
|
169K
$13.1M
|
|
|
Oct 31, 2023
Q3 2023
|
Tanglewood Wealth Management, Inc.
|
SELL
|
- |
-59.8K- 16.48% |
$4.1M - $4.45M
|
303K
$23.5M
|
|
|
Nov 02, 2023
Q3 2023
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-60K- 11.62% |
$4.11M - $4.47M
|
456K
$35.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-60.2K- 6.49% |
$4.13M - $4.49M
|
868K
$67.2M
|
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
SELL
|
- |
-62.7K- 3.23% |
$4.3M - $4.66M
|
1.87M
$145M
|
|
|
Nov 09, 2023
Q3 2023
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-63.7K- 8.86% |
$4.37M - $4.74M
|
656K
$50.8M
|
|
|
Nov 08, 2023
Q3 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-64.3K- 24.6% |
$4.41M - $4.79M
|
197K
$15.3M
|
|
|
Oct 10, 2023
Q3 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-66.5K- 5.16% |
$4.56M - $4.95M
|
1.22M
$94.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
SELL
|
- |
-66.5K- 59.57% |
$4.56M - $4.95M
|
45.1K
$3.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-68.8K- 45.26% |
$4.72M - $5.13M
|
83.3K
$6.45M
|
|
|
Oct 25, 2023
Q3 2023
|
Rovin Capital
|
SELL
|
- |
-68.9K- 56.97% |
$4.72M - $5.13M
|
52.1K
$4.04M
|
|
|
Nov 14, 2023
Q3 2023
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-72.6K- 2.95% |
$4.98M - $5.41M
|
2.39M
$185M
|