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
|
Icon Wealth Partners, LLC
|
BUY
|
- |
28.7K+ 555.07% |
$1.97M - $2.14M
|
33.9K
$2.68M
|
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
28.2K+ 4.22% |
$1.93M - $2.1M
|
697K
$55M
|
|
|
May 09, 2024
Q3 2023
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
28K+ 12.23% |
$1.92M - $2.08M
|
257K
$20.3M
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
27.5KNew |
$1.88M - $2.05M
|
27.5K
$2.17M
|
|
|
Nov 28, 2023
Q3 2023
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
26.4K+ 100.0% |
$1.81M - $1.97M
|
52.8K
$4.17M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
25.8K+ 13.91% |
$1.77M - $1.92M
|
211K
$16.7M
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
24.7K+ 25.94% |
$1.69M - $1.84M
|
120K
$9.46M
|
|
|
Oct 23, 2023
Q3 2023
|
Maryland State Retirement & Pension System
|
BUY
|
- |
24.2K+ 73.83% |
$1.66M - $1.8M
|
57K
$4.5M
|
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
24.1K+ 62.51% |
$1.65M - $1.8M
|
62.7K
$4.96M
|
|
|
Nov 14, 2023
Q3 2023
|
Stone X Group Inc.
|
BUY
|
- |
24.1K+ 11.48% |
$1.65M - $1.79M
|
234K
$18.5M
|
|
|
Oct 23, 2023
Q3 2023
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
23.8K+ 14.62% |
$1.63M - $1.78M
|
187K
$14.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Thornburg Investment Management Inc
|
BUY
|
- |
23K+ 38.15% |
$1.58M - $1.72M
|
83.4K
$6.59M
|
|
|
Oct 24, 2023
Q3 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
22.9KNew |
$1.57M - $1.7M
|
22.9K
$1.81M
|
|
|
Nov 13, 2023
Q3 2023
|
Select Asset Management & Trust
Mechanicsburg, PA |
BUY
|
- |
22.8K+ 19.2% |
$1.56M - $1.7M
|
142K
$11.2M
|
|
|
Nov 02, 2023
Q3 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
22.4K+ 98.98% |
$1.53M - $1.66M
|
44.9K
$3.55M
|
|
|
Nov 13, 2023
Q3 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
22.2K+ 211.03% |
$1.53M - $1.66M
|
32.8K
$2.59M
|
|
|
Oct 12, 2023
Q3 2023
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
22KNew |
$1.51M - $1.64M
|
22K
$1.74M
|
|
|
Oct 19, 2023
Q3 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
21.6K+ 40.08% |
$1.48M - $1.61M
|
75.5K
$5.96M
|
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
21.5K+ 137.99% |
$1.48M - $1.6M
|
37.1K
$2.93M
|
|
|
Oct 13, 2023
Q3 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
21.1K+ 21.1% |
$1.45M - $1.57M
|
121K
$9.56M
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
20.6K+ 42.1% |
$1.41M - $1.53M
|
69.4K
$5.48M
|
|
|
Nov 07, 2023
Q3 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
20.5K+ 16.81% |
$1.4M - $1.52M
|
142K
$11.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
20.4K+ 18.58% |
$1.4M - $1.52M
|
130K
$10.3M
|
|
|
Oct 10, 2023
Q3 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
20.4KNew |
$1.4M - $1.52M
|
20.4K
$1.61M
|
|
|
Nov 13, 2023
Q3 2023
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
20K+ 5.57% |
$1.37M - $1.49M
|
379K
$29.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
19.8K+ 2.91% |
$1.36M - $1.47M
|
701K
$55.3M
|
|
|
Oct 17, 2023
Q3 2023
|
Coastline Trust CO
|
BUY
|
- |
19.2K+ 45.06% |
$1.32M - $1.43M
|
61.7K
$4.88M
|
|
|
Oct 16, 2023
Q3 2023
|
Wood Trust Financial Corp
|
BUY
|
- |
18.7K+ 2.61% |
$1.28M - $1.39M
|
733K
$57.9M
|
|
|
Oct 30, 2023
Q3 2023
|
Wolff Financial Management LLC
|
BUY
|
- |
18.5KNew |
$1.27M - $1.38M
|
18.5K
$1.46M
|
|
|
Nov 14, 2023
Q3 2023
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
18.4K+ 6.31% |
$1.26M - $1.37M
|
309K
$24.4M
|
|
|
Oct 19, 2023
Q3 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
18.4K+ 108.94% |
$1.26M - $1.37M
|
35.2K
$2.78M
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
18.3K+ 30.12% |
$1.26M - $1.36M
|
79.1K
$6.25M
|
|
|
Oct 27, 2023
Q3 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
18.3K+ 108.32% |
$1.25M - $1.36M
|
35.2K
$2.78M
|
|
|
Nov 06, 2023
Q3 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
18.1K+ 13.99% |
$1.24M - $1.35M
|
148K
$11.7M
|
|
|
Nov 06, 2023
Q3 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
18K+ 379.61% |
$1.23M - $1.34M
|
22.7K
$1.79M
|
|
|
Nov 02, 2023
Q3 2023
|
St. Louis Trust CO
|
BUY
|
- |
17.4K+ 20.29% |
$1.19M - $1.29M
|
103K
$8.13M
|
|
|
Nov 16, 2023
Q3 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
17.3KNew |
$1.19M - $1.29M
|
17.3K
$1.37M
|
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
17.3K+ 11.56% |
$1.19M - $1.29M
|
167K
$13.2M
|
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
17.1K+ 6.52% |
$1.17M - $1.27M
|
279K
$22M
|
|
|
Nov 14, 2023
Q3 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
17K+ 5.89% |
$1.16M - $1.26M
|
305K
$24.1M
|
|
|
Aug 06, 2024
Q3 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
17K+ 5.89% |
$1.16M - $1.26M
|
305K
$24.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
16.8K+ 4.49% |
$1.15M - $1.25M
|
390K
$30.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
16.7K+ 4.65% |
$1.15M - $1.25M
|
377K
$29.8M
|
|
|
Oct 26, 2023
Q3 2023
|
Hills Bank & Trust CO
|
BUY
|
- |
16.7K+ 10.52% |
$1.14M - $1.24M
|
175K
$13.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
16.6K+ 8.31% |
$1.14M - $1.24M
|
216K
$17.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
16.3KNew |
$1.12M - $1.21M
|
16.3K
$1.29M
|
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
16.2K+ 1658.32% |
$1.11M - $1.21M
|
17.2K
$1.36M
|
|
|
Oct 31, 2023
Q3 2023
|
Ifg Advisors, LLC
|
BUY
|
- |
15.7K+ 3.98% |
$1.08M - $1.17M
|
410K
$32.4M
|
|
|
Oct 17, 2023
Q3 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
15.6K+ 142.52% |
$1.07M - $1.16M
|
26.6K
$2.1M
|
|
|
Oct 10, 2023
Q3 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
15.4K+ 191.45% |
$1.05M - $1.14M
|
23.4K
$1.85M
|