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 09, 2023
Q3 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
15.3K+ 158.16% |
$1.05M - $1.14M
|
25K
$1.98M
|
|
|
Oct 12, 2023
Q3 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
15.3K+ 43.04% |
$1.05M - $1.14M
|
50.8K
$4.01M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
15.2K+ 51.14% |
$1.04M - $1.13M
|
45K
$3.55M
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
14.6K+ 14.66% |
$1M - $1.09M
|
115K
$9.04M
|
|
|
Jan 26, 2024
Q3 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
14.6KNew |
$1M - $1.09M
|
14.6K
$1.15M
|
|
|
Nov 14, 2023
Q3 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
14.6K+ 10.46% |
$1M - $1.09M
|
154K
$12.2M
|
|
|
Oct 12, 2023
Q3 2023
|
Radnor Capital Management, LLC
|
BUY
|
- |
14.4KNew |
$989K - $1.07M
|
14.4K
$1.14M
|
|
|
Oct 16, 2023
Q3 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
13.8KNew |
$945K - $1.03M
|
13.8K
$1.09M
|
|
|
May 20, 2024
Q3 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
13.8K+ 4.81% |
$944K - $1.02M
|
300K
$23.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
13.6K+ 4.61% |
$931K - $1.01M
|
308K
$24.3M
|
|
|
Oct 24, 2023
Q3 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
13.5K+ 61.61% |
$928K - $1.01M
|
35.5K
$2.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
13.3K+ 65.57% |
$914K - $993K
|
33.7K
$2.66M
|
|
|
Nov 08, 2023
Q3 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
13.3K+ 129.13% |
$912K - $991K
|
23.6K
$1.86M
|
|
|
Nov 14, 2023
Q3 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
13.1K+ 3.92% |
$900K - $977K
|
348K
$27.5M
|
|
|
Feb 16, 2024
Q3 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
12.4K+ 1.47% |
$849K - $922K
|
853K
$67.4M
|
|
|
Oct 05, 2023
Q3 2023
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
12K+ 5.63% |
$820K - $891K
|
224K
$17.7M
|
|
|
Nov 15, 2023
Q3 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
11.9K+ 20.35% |
$814K - $884K
|
70.2K
$5.54M
|
|
|
Nov 09, 2023
Q3 2023
|
Mizuho Markets Americas LLC
|
BUY
|
- |
11.8KNew |
$809K - $879K
|
11.8K
$932K
|
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
BUY
|
- |
11.8K+ 4.29% |
$807K - $877K
|
287K
$22.6M
|
|
|
Oct 31, 2023
Q3 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
11.7K+ 37.29% |
$805K - $874K
|
43.2K
$3.41M
|
|
|
Nov 14, 2023
Q3 2023
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
11.7K+ 8.95% |
$803K - $872K
|
143K
$11.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
11.7K+ 1.98% |
$799K - $868K
|
599K
$47.3M
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
11.6K+ 2.0% |
$797K - $866K
|
593K
$46.8M
|
|
|
Nov 16, 2023
Q3 2023
|
Ironwood Investment Management LLC
Boston, MA |
BUY
|
- |
11.5K+ 12.89% |
$791K - $859K
|
101K
$7.98M
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
11.4K+ 113.99% |
$784K - $851K
|
21.5K
$1.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
11.2K+ 0.33% |
$768K - $834K
|
3.39M
$268M
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
11.2K+ 26.37% |
$765K - $830K
|
53.4K
$4.22M
|
|
|
Oct 17, 2023
Q3 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
11.1K+ 890.34% |
$764K - $830K
|
12.4K
$979K
|
|
|
Oct 24, 2023
Q3 2023
|
Vera Bank, N.A.
|
BUY
|
- |
11K+ 101.15% |
$753K - $818K
|
21.8K
$1.73M
|
|
|
Nov 09, 2023
Q3 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
10.7K+ 8.47% |
$732K - $795K
|
137K
$10.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Aperture Investors, LLC
New York, NY |
BUY
|
- |
10.5KNew |
$722K - $784K
|
10.5K
$832K
|
|
|
Oct 30, 2023
Q3 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
10.4K+ 24.69% |
$713K - $775K
|
52.5K
$4.15M
|
|
|
Nov 08, 2023
Q3 2023
|
Shayne & Co., LLC
|
BUY
|
- |
10.3KNew |
$708K - $769K
|
10.3K
$815K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
10.3K+ 10.12% |
$705K - $766K
|
112K
$8.84M
|
|
|
Oct 25, 2023
Q3 2023
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
10.2K+ 6.22% |
$700K - $760K
|
174K
$13.8M
|
|
|
Nov 03, 2023
Q3 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
10K+ 35.5% |
$687K - $747K
|
38.3K
$3.02M
|
|
|
Nov 09, 2023
Q3 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
10K+ 11.14% |
$687K - $746K
|
100K
$7.9M
|
|
|
Nov 08, 2023
Q3 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
9.99K+ 59.34% |
$685K - $743K
|
26.8K
$2.12M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
9.79K+ 24.48% |
$671K - $729K
|
49.8K
$3.93M
|
|
|
Nov 14, 2023
Q3 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
9.78K+ 123.76% |
$670K - $728K
|
17.7K
$1.4M
|
|
|
Oct 25, 2023
Q3 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
9.66K+ 5.82% |
$662K - $719K
|
176K
$13.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
9.59K+ 0.36% |
$658K - $714K
|
2.68M
$212M
|
|
|
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
9.59K+ 11.26% |
$657K - $714K
|
94.8K
$7.48M
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
9.58K+ 28.79% |
$657K - $713K
|
42.9K
$3.38M
|
|
|
Nov 13, 2023
Q3 2023
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
9.47KNew |
$649K - $705K
|
9.47K
$748K
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
9.45K+ 259.99% |
$648K - $703K
|
13.1K
$1.03M
|
|
|
Oct 26, 2023
Q3 2023
|
Nbt Bank N A
|
BUY
|
- |
9.45K+ 14.19% |
$648K - $703K
|
76K
$6M
|
|
|
Nov 14, 2023
Q3 2023
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
- |
9.3K+ 1.6% |
$638K - $692K
|
591K
$46.6M
|
|
|
Oct 17, 2023
Q3 2023
|
Berkshire Money Management, Inc.
|
BUY
|
- |
9.28K+ 6.87% |
$637K - $691K
|
144K
$11.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
9.1K+ 11.39% |
$624K - $678K
|
89K
$7.03M
|