Purchases and Sales Made in Q3 2023 in Ishares Tr Msci Eafe ETF (EFA)

EFA Quotes by TradingView

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
Ironwood Financial, LLC

BUY
 -
3.27K
+ 3.47%
$224K - $243K
97.4K $7.69M
Oct 11, 2023 Q3 2023
D. Scott Neal, Inc.

BUY
 -
3.26K
+ 68.56%
$224K - $243K
8.02K $633K
Oct 23, 2023 Q3 2023
Curated Wealth Partners LLC

BUY
 -
3.14K
+ 25.81%
$215K - $233K
15.3K $1.21M
Nov 13, 2023 Q3 2023
Invenio Wealth Partners LLC

Coral Gables, FL
BUY
 -
3.12K
New
$214K - $232K
3.12K $246K
Nov 13, 2023 Q3 2023
Continuum Advisory, LLC

Eagle, ID
BUY
 -
3.12K
New
$214K - $232K
3.12K $246K
Nov 09, 2023 Q3 2023
Cassady Schiller Wealth Management, LLC

Cincinnati, OH
BUY
 -
3.05K
+ 20.3%
$209K - $227K
18.1K $1.43M
Nov 02, 2023 Q3 2023
D L Carlson Investment Group Inc

Concord, NH
BUY
 -
3.04K
+ 2.66%
$208K - $226K
117K $9.27M
Oct 30, 2023 Q3 2023
Little House Capital LLC

Braintree, MA
BUY
 -
3.03K
+ 4.4%
$208K - $226K
71.8K $5.67M
Oct 30, 2023 Q3 2023
Annapolis Financial Services, LLC

BUY
 -
3K
+ 7.45%
$206K - $223K
43.3K $3.42M
Nov 14, 2023 Q3 2023
Zwj Investment Counsel Inc

BUY
 -
2.98K
New
$204K - $222K
2.98K $235K
Nov 08, 2023 Q3 2023
Total Wealth Planning, LLC

BUY
 -
2.97K
New
$203K - $221K
2.97K $234K
Nov 06, 2023 Q3 2023
Evolution Wealth Advisors, LLC

BUY
 -
2.94K
New
$201K - $219K
2.94K $232K
Oct 11, 2023 Q3 2023
Steigerwald, Gordon & Koch Inc.

BUY
 -
2.93K
New
$201K - $218K
2.93K $231K
Oct 25, 2023 Q3 2023
Pinnacle Wealth Management Advisory Group, LLC

BUY
 -
2.91K
New
$199K - $217K
2.91K $230K
Oct 17, 2023 Q3 2023
Nelson, Van Denburg & Campbell Wealth Management Group, LLC

Omaha, NE
BUY
 -
2.89K
+ 17.16%
$198K - $215K
19.7K $1.56M
Nov 08, 2023 Q3 2023
Thompson Siegel & Walmsley LLC

BUY
 -
2.84K
+ 6.27%
$195K - $212K
48.2K $3.81M
Oct 10, 2023 Q3 2023
Bartlett & Co. LLC

BUY
 -
2.8K
+ 1.82%
$192K - $208K
157K $12.4M
Feb 14, 2024 Q3 2023
Bartlett & Co. Wealth Management LLC

Cincinnati, OH
BUY
 -
2.8K
+ 1.82%
$192K - $208K
157K $12.4M
Oct 18, 2023 Q3 2023
Washington Trust Advisors, Inc.

BUY
 -
2.77K
+ 10.52%
$190K - $207K
29.2K $2.3M
Oct 13, 2023 Q3 2023
Smith & Howard Wealth Management, LLC

BUY
 -
2.72K
+ 4.82%
$186K - $203K
59.2K $4.67M
Dec 18, 2023 Q3 2023
Core First Bank & Trust

Topeka, KS
BUY
 -
2.72K
+ 1366.33%
$186K - $202K
2.92K $230K
Oct 25, 2023 Q3 2023
Oldfather Financial Services, LLC

BUY
 -
2.68K
+ 2.85%
$184K - $199K
96.5K $7.62M
Oct 19, 2023 Q3 2023
Aries Wealth Management

BUY
 -
2.61K
+ 4.19%
$179K - $194K
64.7K $5.11M
Nov 13, 2023 Q3 2023
Miller Investment Management, LP

West Conshohocken, PA
BUY
 -
2.57K
+ 0.34%
$176K - $191K
769K $60.7M
Nov 07, 2023 Q3 2023
Oppenheimer Asset Management Inc.

New York, NY
BUY
 -
2.55K
+ 1.62%
$175K - $190K
160K $12.7M
Oct 18, 2023 Q3 2023
4 Thought Financial Group Inc.

BUY
 -
2.51K
+ 3.7%
$172K - $187K
70.1K $5.54M
Nov 02, 2023 Q3 2023
Cnb Bank

Clearfield, PA
BUY
 -
2.49K
+ 97.11%
$171K - $185K
5.05K $399K
Nov 02, 2023 Q3 2023
Coldstream Capital Management Inc

BUY
 -
2.45K
+ 2.27%
$168K - $183K
110K $8.71M
Nov 06, 2023 Q3 2023
Parsons Capital Management Inc

BUY
 -
2.38K
+ 9.38%
$163K - $177K
27.7K $2.19M
Nov 13, 2023 Q3 2023
Edge Capital Group, LLC

BUY
 -
2.37K
+ 3.82%
$162K - $176K
64.3K $5.08M
Jul 31, 2024 Q3 2023
First American Bank

Dundee, IL
BUY
 -
2.36K
+ 47.68%
$162K - $176K
7.31K $577K
Nov 07, 2023 Q3 2023
Wsfs Capital Management, LLC

Philadelphia, PA
BUY
 -
2.33K
+ 10.43%
$160K - $174K
24.7K $1.95M
Nov 14, 2023 Q3 2023
Mill Creek Capital Advisors, LLC

Conshohocken, PA
BUY
 -
2.3K
+ 3.51%
$158K - $171K
67.9K $5.36M
Oct 23, 2023 Q3 2023
Rmr Wealth Builders

BUY
 -
2.26K
+ 3.42%
$155K - $169K
68.5K $5.41M
Nov 14, 2023 Q3 2023
Laird Norton Trust Company, LLC

BUY
 -
2.22K
+ 1.31%
$152K - $165K
172K $13.5M
Oct 26, 2023 Q3 2023
Macroview Investment Management LLC

BUY
 -
2.22K
+ 246.94%
$152K - $165K
3.12K $246K
Oct 10, 2023 Q3 2023
Cic Wealth, LLC

Rockville, MD
BUY
 -
2.19K
+ 13.54%
$150K - $163K
18.4K $1.45M
Oct 17, 2023 Q3 2023
Summit Financial Group, Inc.

BUY
 -
2.17K
+ 2.8%
$149K - $162K
79.6K $6.29M
Nov 13, 2023 Q3 2023
Clearstead Trust, LLC

Portland, ME
BUY
 -
2.16K
+ 393.43%
$148K - $161K
2.7K $214K
Oct 13, 2023 Q3 2023
Arkadios Wealth Advisors

BUY
 -
2.15K
+ 14.84%
$147K - $160K
16.6K $1.31M
Nov 29, 2023 Q3 2023
Alamar Capital Management, LLC

BUY
 -
2.09K
+ 5.37%
$143K - $155K
41K $3.23M
Nov 15, 2023 Q3 2023
Camarda Financial Advisors, LLC

Fleming Island, FL
BUY
 -
2.08K
+ 1.9%
$143K - $155K
111K $8.79M
Oct 05, 2023 Q3 2023
Ivc Wealth Advisors LLC

BUY
 -
2.05K
+ 9.41%
$140K - $152K
23.8K $1.88M
Nov 07, 2023 Q3 2023
Oppenheimer & CO Inc

New York, NY
BUY
 -
2.03K
+ 1.29%
$139K - $151K
159K $12.6M
Oct 20, 2023 Q3 2023
Tnf LLC

BUY
 -
2.03K
+ 18.26%
$139K - $151K
13.1K $1.04M
Oct 30, 2023 Q3 2023
Amarillo National Bank

BUY
 -
2K
+ 1.3%
$137K - $149K
156K $12.3M
Nov 03, 2023 Q3 2023
Breakwater Capital Group

Paramus, NJ
BUY
 -
1.99K
+ 25.82%
$136K - $148K
9.68K $765K
Oct 13, 2023 Q3 2023
Hb Wealth Management, LLC

BUY
 -
1.87K
+ 1.68%
$128K - $139K
113K $8.95M
Nov 13, 2023 Q3 2023
Rain Capital Management, LLC

Lake Oswego, OR
BUY
 -
1.82K
+ 4.28%
$125K - $135K
44.3K $3.5M

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