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 26, 2023
Q3 2023
|
Peoples Bank
|
BUY
|
- |
1.79K+ 9.13% |
$123K - $134K
|
21.4K
$1.66M
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.77K+ 13.35% |
$121K - $131K
|
15K
$1.16M
|
|
Oct 19, 2023
Q3 2023
|
Gfs Advisors, LLC
|
BUY
|
- |
1.74K+ 14.85% |
$120K - $130K
|
13.5K
$1.04M
|
|
Nov 15, 2023
Q3 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1.73K+ 3.59% |
$118K - $129K
|
49.8K
$3.86M
|
|
Nov 02, 2023
Q3 2023
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
1.71K+ 31.19% |
$117K - $127K
|
7.18K
$557K
|
|
Oct 19, 2023
Q3 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
1.7K+ 40.19% |
$117K - $127K
|
5.93K
$460K
|
|
Oct 10, 2023
Q3 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.67K+ 1.22% |
$115K - $124K
|
138K
$10.7M
|
|
Nov 13, 2023
Q3 2023
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
1.67K+ 21.1% |
$114K - $124K
|
9.59K
$743K
|
|
Nov 07, 2023
Q3 2023
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
1.67K+ 1.22% |
$114K - $124K
|
138K
$10.7M
|
|
Oct 23, 2023
Q3 2023
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
1.66K+ 7.69% |
$114K - $124K
|
23.2K
$1.8M
|
|
Nov 13, 2023
Q3 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
1.66K+ 2.76% |
$114K - $123K
|
61.6K
$4.77M
|
|
Oct 10, 2023
Q3 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
1.65K+ 1.18% |
$113K - $123K
|
141K
$10.9M
|
|
Nov 02, 2023
Q3 2023
|
West Coast Financial LLC
|
BUY
|
- |
1.65K+ 1.49% |
$113K - $123K
|
112K
$8.69M
|
|
Oct 23, 2023
Q3 2023
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
1.63K+ 0.91% |
$112K - $121K
|
180K
$14M
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
1.63K+ 6.97% |
$112K - $121K
|
25K
$1.94M
|
|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.51K+ 16.32% |
$103K - $112K
|
10.8K
$834K
|
|
Oct 19, 2023
Q3 2023
|
Kg&L Capital Management,Llc
|
BUY
|
- |
1.51K+ 7.75% |
$103K - $112K
|
21K
$1.62M
|
|
Nov 01, 2023
Q3 2023
|
Paulson Wealth Management Inc.
|
BUY
|
- |
1.5K+ 0.42% |
$102K - $111K
|
357K
$27.7M
|
|
Oct 13, 2023
Q3 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
1.49K+ 5.62% |
$102K - $111K
|
27.9K
$2.16M
|
|
Oct 27, 2023
Q3 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
1.44K+ 45.79% |
$98.7K - $107K
|
4.59K
$355K
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
1.42KNew |
$97.2K - $106K
|
1.42K
$110K
|
|
Nov 06, 2023
Q3 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
1.41K+ 26.58% |
$96.8K - $105K
|
6.73K
$521K
|
|
Oct 10, 2023
Q3 2023
|
Savior LLC
|
BUY
|
- |
1.41KNew |
$96.3K - $105K
|
1.41K
$109K
|
|
Oct 19, 2023
Q3 2023
|
Family Firm, Inc.
|
BUY
|
- |
1.37K+ 2.19% |
$93.9K - $102K
|
63.8K
$4.94M
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
BUY
|
- |
1.32K+ 0.58% |
$90.4K - $98.1K
|
227K
$17.6M
|
|
Nov 14, 2023
Q3 2023
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
1.3K+ 11.33% |
$89.3K - $97K
|
12.8K
$992K
|
|
Oct 12, 2023
Q3 2023
|
Essex Savings Bank
|
BUY
|
- |
1.3K+ 21.77% |
$88.9K - $96.6K
|
7.26K
$562K
|
|
Nov 13, 2023
Q3 2023
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
1.29K+ 10.91% |
$88.2K - $95.8K
|
13.1K
$1.01M
|
|
Oct 23, 2023
Q3 2023
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
1.29K+ 1.09% |
$88.1K - $95.7K
|
119K
$9.21M
|
|
Nov 07, 2023
Q3 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
1.28K+ 17.43% |
$87.5K - $95K
|
8.6K
$666K
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1.27KNew |
$87.3K - $94.8K
|
1.27K
$98.7K
|
|
Oct 11, 2023
Q3 2023
|
Adviser Investments LLC
|
BUY
|
- |
1.27K+ 6.2% |
$86.9K - $94.4K
|
21.7K
$1.68M
|
|
Oct 27, 2023
Q3 2023
|
Briggs Advisory Group, Inc.
|
BUY
|
- |
1.25K+ 5.0% |
$85.8K - $93.2K
|
26.3K
$2.04M
|
|
Nov 13, 2023
Q3 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
1.25K+ 0.6% |
$85.8K - $93.1K
|
211K
$16.3M
|
|
Dec 05, 2023
Q3 2023
|
Tap Consulting, LLC
|
BUY
|
- |
1.23K+ 2.56% |
$84K - $91.2K
|
49.1K
$3.81M
|
|
Oct 24, 2023
Q3 2023
|
Advisor Resource Council
|
BUY
|
- |
1.22K+ 10.46% |
$83.3K - $90.5K
|
12.8K
$995K
|
|
Nov 02, 2023
Q3 2023
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
1.18K+ 4.13% |
$80.6K - $87.5K
|
29.6K
$2.3M
|
|
Nov 14, 2023
Q3 2023
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
1.16K+ 2.74% |
$79.7K - $86.5K
|
43.5K
$3.37M
|
|
Nov 14, 2023
Q3 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
1.15K+ 139.23% |
$78.8K - $85.6K
|
1.98K
$153K
|
|
Nov 13, 2023
Q3 2023
|
Allie Family Office LLC
|
BUY
|
- |
1.15K+ 0.48% |
$78.6K - $85.4K
|
242K
$18.8M
|
|
Nov 19, 2024
Q3 2023
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
1.13K+ 2.02% |
$77.7K - $84.4K
|
57.3K
$4.45M
|
|
Nov 09, 2023
Q3 2023
|
Prism Advisors, Inc.
|
BUY
|
- |
1.12K+ 0.4% |
$76.8K - $83.4K
|
280K
$21.7M
|
|
Nov 15, 2023
Q3 2023
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
1.1KNew |
$75.4K - $81.9K
|
1.1K
$85.3K
|
|
Nov 08, 2023
Q3 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
1.08K+ 2.37% |
$73.7K - $80K
|
46.5K
$3.6M
|
|
Nov 14, 2023
Q3 2023
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
1.06K+ 3.15% |
$72.3K - $78.6K
|
34.6K
$2.68M
|
|
Feb 02, 2024
Q3 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
1.05K+ 24.22% |
$72K - $78.2K
|
5.39K
$417K
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.04K+ 0.5% |
$71.4K - $77.6K
|
209K
$16.2M
|
|
Oct 27, 2023
Q3 2023
|
Assetmark, Inc
|
BUY
|
- |
1.02K+ 11.05% |
$69.9K - $75.9K
|
10.2K
$793K
|
|
Oct 23, 2023
Q3 2023
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
1K+ 1.38% |
$68.6K - $74.5K
|
73.3K
$5.68M
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
992+ 1.14% |
$68K - $73.9K
|
88.1K
$6.83M
|