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 24, 2023
Q3 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
8.83K+ 61.23% |
$605K - $657K
|
23.3K
$1.8M
|
|
Oct 10, 2023
Q3 2023
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
8.56K+ 15.06% |
$587K - $637K
|
65.4K
$5.07M
|
|
Nov 09, 2023
Q3 2023
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
8.46K+ 4.75% |
$580K - $630K
|
186K
$14.5M
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
BUY
|
- |
8.24K+ 1.28% |
$565K - $614K
|
652K
$50.5M
|
|
Nov 09, 2023
Q3 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
7.83K+ 5.36% |
$537K - $583K
|
154K
$11.9M
|
|
Oct 27, 2023
Q3 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
7.76KNew |
$532K - $578K
|
7.76K
$602K
|
|
Nov 13, 2023
Q3 2023
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
7.68K+ 4.21% |
$527K - $572K
|
190K
$14.7M
|
|
Oct 26, 2023
Q3 2023
|
Strs Ohio
|
BUY
|
- |
7.63K+ 20.64% |
$523K - $568K
|
44.6K
$3.46M
|
|
Nov 01, 2023
Q3 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
7.5K+ 1.18% |
$514K - $559K
|
644K
$49.9M
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
7.38K+ 23.07% |
$506K - $549K
|
39.4K
$3.05M
|
|
Nov 07, 2023
Q3 2023
|
New York State Common Retirement Fund
|
BUY
|
- |
7.34K+ 10.28% |
$503K - $546K
|
78.7K
$6.1M
|
|
Oct 30, 2023
Q3 2023
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
7.07KNew |
$484K - $526K
|
7.07K
$548K
|
|
Nov 02, 2023
Q3 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
7K+ 3.61% |
$480K - $521K
|
201K
$15.6M
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
6.93K+ 0.2% |
$475K - $516K
|
3.43M
$266M
|
|
Oct 31, 2023
Q3 2023
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
6.9KNew |
$473K - $513K
|
6.9K
$535K
|
|
Oct 31, 2023
Q3 2023
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
6.85K+ 104.74% |
$469K - $510K
|
13.4K
$1.04M
|
|
Nov 07, 2023
Q3 2023
|
Financial Counselors Inc
|
BUY
|
- |
6.78K+ 4.88% |
$465K - $505K
|
146K
$11.3M
|
|
Oct 03, 2023
Q3 2023
|
Appleton Partners Inc
|
BUY
|
- |
6.61K+ 24.57% |
$453K - $492K
|
33.5K
$2.6M
|
|
Nov 30, 2023
Q3 2023
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
6.56KNew |
$450K - $488K
|
6.56K
$508K
|
|
Oct 11, 2023
Q3 2023
|
Cfm Wealth Partners LLC
|
BUY
|
- |
6.55K+ 137.04% |
$449K - $488K
|
11.3K
$878K
|
|
Oct 27, 2023
Q3 2023
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
6.5K+ 2.66% |
$445K - $484K
|
251K
$19.4M
|
|
Nov 13, 2023
Q3 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
6.42K+ 101.1% |
$440K - $478K
|
12.8K
$990K
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
6.35K+ 1.07% |
$435K - $473K
|
598K
$46.4M
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
6.35KNew |
$435K - $473K
|
6.35K
$492K
|
|
Oct 31, 2023
Q3 2023
|
Patton Fund Management, Inc.
|
BUY
|
- |
6.26K+ 2.82% |
$429K - $466K
|
228K
$17.7M
|
|
Nov 14, 2023
Q3 2023
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
6.24KNew |
$428K - $465K
|
6.24K
$484K
|
|
Nov 14, 2023
Q3 2023
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
6.15K+ 1.16% |
$421K - $458K
|
534K
$41.4M
|
|
Oct 13, 2023
Q3 2023
|
Landmark Wealth Management, LLC
|
BUY
|
- |
6.13KNew |
$420K - $456K
|
6.13K
$475K
|
|
Nov 06, 2023
Q3 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
6.11K+ 48.34% |
$419K - $455K
|
18.8K
$1.45M
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
6.1K+ 2.14% |
$418K - $454K
|
291K
$22.6M
|
|
Nov 14, 2023
Q3 2023
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
6.07KNew |
$416K - $452K
|
6.07K
$470K
|
|
Nov 13, 2023
Q3 2023
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
6.03KNew |
$413K - $449K
|
6.03K
$467K
|
|
Nov 14, 2023
Q3 2023
|
Destination Wealth Management
|
BUY
|
- |
6.02K+ 1.42% |
$412K - $448K
|
431K
$33.4M
|
|
Oct 24, 2023
Q3 2023
|
Acas, LLC
|
BUY
|
- |
5.96K+ 21.51% |
$409K - $444K
|
33.7K
$2.61M
|
|
Oct 10, 2023
Q3 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
5.89K+ 45.81% |
$404K - $439K
|
18.8K
$1.45M
|
|
Oct 18, 2023
Q3 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
5.82KNew |
$399K - $433K
|
5.82K
$451K
|
|
Oct 16, 2023
Q3 2023
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
5.71K+ 30.52% |
$391K - $425K
|
24.4K
$1.89M
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
5.65K+ 5.93% |
$387K - $421K
|
101K
$7.81M
|
|
Nov 13, 2023
Q3 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
5.62KNew |
$385K - $418K
|
5.62K
$435K
|
|
Oct 23, 2023
Q3 2023
|
Cavalier Investments, LLC
|
BUY
|
- |
5.59K+ 3.83% |
$383K - $416K
|
152K
$11.7M
|
|
Oct 31, 2023
Q3 2023
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
5.58KNew |
$382K - $415K
|
5.58K
$432K
|
|
Oct 24, 2023
Q3 2023
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
5.53K+ 2.7% |
$379K - $411K
|
210K
$16.3M
|
|
Nov 09, 2023
Q3 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
5.44K+ 68.07% |
$373K - $405K
|
13.4K
$1.04M
|
|
Oct 17, 2023
Q3 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
5.44KNew |
$373K - $405K
|
5.44K
$421K
|
|
Nov 09, 2023
Q3 2023
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
5.4K+ 12.38% |
$370K - $402K
|
49K
$3.8M
|
|
Oct 05, 2023
Q3 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
5.37K+ 4.86% |
$368K - $399K
|
116K
$8.97M
|
|
Oct 10, 2023
Q3 2023
|
Parkside Advisors LLC
|
BUY
|
- |
5.35K+ 1.85% |
$367K - $398K
|
294K
$22.8M
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
5.29K+ 3.03% |
$363K - $394K
|
180K
$13.9M
|
|
Oct 30, 2023
Q3 2023
|
Nvwm, LLC
|
BUY
|
- |
5.26K+ 12.96% |
$361K - $392K
|
45.9K
$3.56M
|
|
Nov 13, 2023
Q3 2023
|
Fca Corp
Houston, TX |
BUY
|
- |
5.18K+ 69.48% |
$355K - $386K
|
12.6K
$979K
|