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 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
5.16K+ 5.85% |
$354K - $384K
|
93.3K
$7.37M
|
|
|
Oct 24, 2023
Q3 2023
|
Prosperity Planning, Inc.
|
BUY
|
- |
5.15K+ 2.48% |
$353K - $383K
|
213K
$16.8M
|
|
|
Nov 14, 2023
Q3 2023
|
First Business Financial Services, Inc.
|
BUY
|
- |
5.13KNew |
$352K - $382K
|
5.13K
$405K
|
|
|
Oct 18, 2023
Q3 2023
|
Clarity Financial LLC
|
BUY
|
- |
5.12KNew |
$351K - $381K
|
5.12K
$404K
|
|
|
Nov 13, 2023
Q3 2023
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
5.11KNew |
$350K - $380K
|
5.11K
$403K
|
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
5.08K+ 15.8% |
$348K - $378K
|
37.3K
$2.94M
|
|
|
Nov 13, 2023
Q3 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
5.07K+ 48.21% |
$348K - $378K
|
15.6K
$1.23M
|
|
|
Oct 25, 2023
Q3 2023
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
5.05K+ 24.9% |
$346K - $376K
|
25.3K
$2M
|
|
|
Nov 14, 2023
Q3 2023
|
Becker Capital Management Inc
|
BUY
|
- |
4.98K+ 1.66% |
$341K - $371K
|
304K
$24M
|
|
|
Oct 19, 2023
Q3 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
4.97K+ 55.06% |
$341K - $370K
|
14K
$1.1M
|
|
|
Oct 12, 2023
Q3 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
4.92K+ 16.32% |
$337K - $366K
|
35.1K
$2.77M
|
|
|
Nov 14, 2023
Q3 2023
|
Sun Life Financial Inc
Toronto, A6 |
BUY
|
- |
4.65K+ 8.55% |
$319K - $346K
|
59K
$4.66M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.63K+ 2.77% |
$318K - $345K
|
172K
$13.6M
|
|
|
Nov 09, 2023
Q3 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
4.61K+ 3.87% |
$316K - $343K
|
124K
$9.77M
|
|
|
Nov 13, 2023
Q3 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
4.53KNew |
$310K - $337K
|
4.53K
$357K
|
|
|
Oct 30, 2023
Q3 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
4.43K+ 12.4% |
$304K - $330K
|
40.2K
$3.17M
|
|
|
Oct 18, 2023
Q3 2023
|
Signature Securities Group Corporation
|
BUY
|
- |
4.42K+ 6.53% |
$303K - $329K
|
72.1K
$5.69M
|
|
|
Nov 07, 2023
Q3 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
4.41K+ 76.22% |
$302K - $328K
|
10.2K
$804K
|
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
4.36K+ 5.89% |
$299K - $325K
|
78.4K
$6.19M
|
|
|
Oct 04, 2023
Q3 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
4.36K+ 4.5% |
$299K - $324K
|
101K
$7.98M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
4.23K+ 7.17% |
$290K - $315K
|
63.3K
$5M
|
|
|
Nov 22, 2023
Q3 2023
|
Connors Investor Services Inc
Wyomissing, PA |
BUY
|
- |
4.15K+ 6.51% |
$285K - $309K
|
67.9K
$5.36M
|
|
|
Nov 15, 2023
Q3 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
4.14KNew |
$284K - $308K
|
4.14K
$327K
|
|
|
Oct 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
4.06K+ 5.15% |
$278K - $302K
|
82.8K
$6.54M
|
|
|
Nov 08, 2023
Q3 2023
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
4.05K+ 39.34% |
$278K - $302K
|
14.4K
$1.13M
|
|
|
Dec 20, 2023
Q3 2023
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
4KNew |
$274K - $298K
|
4K
$316K
|
|
|
Oct 18, 2023
Q3 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
3.97KNew |
$272K - $295K
|
3.97K
$313K
|
|
|
Oct 18, 2023
Q3 2023
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
3.96KNew |
$271K - $295K
|
3.96K
$313K
|
|
|
Nov 09, 2023
Q3 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
3.95K+ 49.62% |
$271K - $294K
|
11.9K
$940K
|
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
3.85K+ 2.83% |
$264K - $287K
|
140K
$11M
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.82K+ 0.11% |
$262K - $285K
|
3.44M
$272M
|
|
|
Nov 14, 2023
Q3 2023
|
Harding Loevner LP
Bridgewater, NJ |
BUY
|
- |
3.8KNew |
$261K - $283K
|
3.8K
$300K
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.78K+ 4.08% |
$259K - $282K
|
96.5K
$7.62M
|
|
|
Nov 13, 2023
Q3 2023
|
Connor, Clark & Lunn Investment Management Ltd.
|
BUY
|
- |
3.75K+ 12.69% |
$257K - $279K
|
33.3K
$2.63M
|
|
|
Nov 13, 2023
Q3 2023
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
3.72K+ 7.31% |
$255K - $277K
|
54.6K
$4.31M
|
|
|
Oct 16, 2023
Q3 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
3.7K+ 23.58% |
$254K - $276K
|
19.4K
$1.53M
|
|
|
Nov 13, 2023
Q3 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
3.66K+ 15.84% |
$251K - $273K
|
26.8K
$2.11M
|
|
|
Nov 07, 2023
Q3 2023
|
Accredited Investors Inc.
|
BUY
|
- |
3.62K+ 0.29% |
$248K - $270K
|
1.27M
$100M
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.6K+ 7.87% |
$247K - $268K
|
49.4K
$3.9M
|
|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
3.48K+ 0.57% |
$239K - $259K
|
612K
$48.4M
|
|
|
Nov 09, 2023
Q3 2023
|
1 St Source Bank
|
BUY
|
- |
3.45K+ 0.79% |
$237K - $257K
|
438K
$34.6M
|
|
|
Oct 27, 2023
Q3 2023
|
Crestone Asset Management LLC
|
BUY
|
- |
3.45K+ 2.42% |
$236K - $257K
|
146K
$11.5M
|
|
|
Oct 13, 2023
Q3 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
3.44KNew |
$236K - $256K
|
3.44K
$271K
|
|
|
Oct 18, 2023
Q3 2023
|
Marion Wealth Management
|
BUY
|
- |
3.43KNew |
$235K - $255K
|
3.43K
$271K
|
|
|
Nov 14, 2023
Q3 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
3.41K+ 34.79% |
$234K - $254K
|
13.2K
$1.04M
|
|
|
Nov 07, 2023
Q3 2023
|
Lcm Capital Management Inc
|
BUY
|
- |
3.39K+ 4.51% |
$233K - $253K
|
78.6K
$6.2M
|
|
|
Oct 20, 2023
Q3 2023
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
3.39KNew |
$232K - $252K
|
3.39K
$268K
|
|
|
Nov 03, 2023
Q3 2023
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
3.34K+ 3.43% |
$229K - $249K
|
101K
$7.95M
|
|
|
Nov 07, 2023
Q3 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
3.34K+ 5.79% |
$229K - $248K
|
61K
$4.82M
|
|
|
Oct 18, 2023
Q3 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
3.27K+ 6.67% |
$224K - $243K
|
52.2K
$4.12M
|