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 20, 2023 Q3 2023
In Track Investment Management Inc

BUY
 -
978
+ 2.3%
$67.1K - $72.8K
43.4K $3.37M
Nov 13, 2023 Q3 2023
Colony Family Offices, LLC

BUY
 -
978
+ 77.62%
$67.1K - $72.8K
2.24K $173K
Nov 06, 2023 Q3 2023
Washington Trust Bank

BUY
 -
966
+ 4.83%
$66.2K - $71.9K
21K $1.63M
Oct 05, 2023 Q3 2023
Foundations Investment Advisors, LLC

BUY
 -
948
+ 17.3%
$65K - $70.6K
6.43K $498K
Nov 07, 2023 Q3 2023
Clearstead Advisors, LLC

Cleveland, OH
BUY
 -
943
+ 0.9%
$64.7K - $70.2K
106K $8.2M
Nov 02, 2023 Q3 2023
Tfo Tdc, LLC

BUY
 -
935
+ 29.65%
$64.1K - $69.6K
4.09K $317K
Nov 13, 2023 Q3 2023
Aspen Grove Capital, LLC

Avon, CO
BUY
 -
922
+ 10.31%
$63.2K - $68.7K
9.86K $765K
Oct 10, 2023 Q3 2023
Koss Olinger Consulting, LLC

BUY
 -
921
+ 12.67%
$63.1K - $68.6K
8.19K $635K
Oct 17, 2023 Q3 2023
Davenport & CO LLC

BUY
 -
918
+ 2.82%
$62.9K - $68.4K
33.5K $2.59M
Oct 10, 2023 Q3 2023
Noble Family Wealth, LLC

Clearwater, FL
BUY
 -
915
+ 0.68%
$62.7K - $68.1K
136K $10.6M
Oct 30, 2023 Q3 2023
Sandy Spring Bank

BUY
 -
907
+ 1.44%
$62.2K - $67.5K
64K $4.96M
Oct 16, 2023 Q3 2023
Relyea Zuckerberg Hanson LLC

BUY
 -
900
+ 13.37%
$61.7K - $67K
7.63K $592K
Oct 26, 2023 Q3 2023
Catalyst Financial Partners LLC

Boston, MA
BUY
 -
900
+ 2.59%
$61.7K - $67K
35.7K $2.77M
Nov 17, 2023 Q3 2023
Garde Capital, Inc.

Seattle, WA
BUY
 -
893
+ 8.02%
$61.2K - $66.5K
12K $933K
Oct 18, 2023 Q3 2023
Cambridge Advisors Inc.

BUY
 -
890
+ 6.44%
$61K - $66.3K
14.7K $1.14M
Oct 10, 2023 Q3 2023
Soa Wealth Advisors, Llc.

BUY
 -
889
+ 11.15%
$60.9K - $66.2K
8.87K $687K
Oct 24, 2023 Q3 2023
Tcwp LLC

Tampa, FL
BUY
 -
886
+ 2.97%
$60.7K - $66K
30.7K $2.38M
Nov 14, 2023 Q3 2023
Perennial Investment Advisors, LLC

Los Angeles, CA
BUY
 -
884
+ 6.89%
$60.6K - $65.8K
13.7K $1.06M
Oct 11, 2023 Q3 2023
Sterling Group Wealth Management, LLC

Pasadena, CA
BUY
 -
882
+ 3.96%
$60.5K - $65.7K
23.1K $1.79M
Nov 03, 2023 Q3 2023
New Square Capital LLC

BUY
 -
872
+ 1.42%
$59.8K - $64.9K
62.1K $4.81M
Nov 09, 2023 Q3 2023
Nichols & Pratt Advisers LLP

BUY
 -
859
+ 28.16%
$58.9K - $64K
3.91K $303K
Nov 14, 2023 Q3 2023
Peapack Gladstone Financial Corp

Bedminster, NJ
BUY
 -
851
+ 1.14%
$58.3K - $63.4K
75.3K $5.84M
Nov 07, 2023 Q3 2023
Glass Jacobson Investment Advisors LLC

Owings Mills, MD
BUY
 -
847
+ 1.93%
$58.1K - $63.1K
44.8K $3.47M
Oct 05, 2023 Q3 2023
Harbour Capital Advisors, LLC

BUY
 -
807
+ 4.05%
$55.3K - $60.1K
20.7K $1.61M
Nov 02, 2023 Q3 2023
Hoyle Cohen, LLC

BUY
 -
803
+ 2.83%
$55.1K - $59.8K
29.2K $2.26M
Oct 19, 2023 Q3 2023
Apeiron Ria LLC

BUY
 -
801
+ 15.56%
$54.9K - $59.6K
5.95K $461K
Oct 25, 2023 Q3 2023
Calamos Wealth Management LLC

BUY
 -
800
+ 0.65%
$54.8K - $59.6K
124K $9.62M
Nov 06, 2023 Q3 2023
Wambolt & Associates, LLC

BUY
 -
799
+ 19.45%
$54.8K - $59.5K
4.91K $380K
Nov 13, 2023 Q3 2023
Azimuth Capital Investment Management LLC

Bloomfield Hills, MI
BUY
 -
790
+ 3.45%
$54.2K - $58.8K
23.7K $1.83M
Nov 03, 2023 Q3 2023
Loring Wolcott & Coolidge Fiduciary Advisors LLP

BUY
 -
780
+ 14.36%
$53.5K - $58.1K
6.21K $482K
Nov 07, 2023 Q3 2023
Addison Advisors LLC

BUY
 -
776
+ 1315.25%
$53.2K - $57.8K
835 $64.7K
Nov 14, 2023 Q3 2023
Fiduciary Trust CO

Boston, MA
BUY
 -
770
+ 0.48%
$52.8K - $57.3K
162K $12.6M
Oct 23, 2023 Q3 2023
Joel Isaacson & Co., LLC

BUY
 -
755
+ 8.57%
$51.8K - $56.2K
9.57K $741K
Nov 13, 2023 Q3 2023
Fft Wealth Management LLC

West Conshohocken, PA
BUY
 -
745
+ 0.37%
$51.1K - $55.5K
203K $15.8M
Nov 07, 2023 Q3 2023
Darwin Advisors, LLC

BUY
 -
736
+ 0.52%
$50.5K - $54.8K
143K $11.1M
Oct 10, 2023 Q3 2023
Webster Bank, N. A.

BUY
 -
728
+ 0.96%
$49.9K - $54.2K
76.8K $5.96M
Oct 19, 2023 Q3 2023
Evanson Asset Management, LLC

BUY
 -
725
+ 2.08%
$49.7K - $54K
35.6K $2.76M
Nov 07, 2023 Q3 2023
Moors & Cabot, Inc.

Boston, MA
BUY
 -
717
+ 6.03%
$49.2K - $53.4K
12.6K $978K
Nov 13, 2023 Q3 2023
Quest Investment Management LLC

Lake Oswego, OR
BUY
 -
716
+ 0.33%
$49.1K - $53.3K
215K $16.7M
Oct 19, 2023 Q3 2023
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
710
+ 0.78%
$48.7K - $52.9K
92K $7.13M
Oct 17, 2023 Q3 2023
Corundum Group, Inc.

BUY
 -
705
+ 0.6%
$48.3K - $52.5K
119K $9.22M
Oct 18, 2023 Q3 2023
Private Trust CO Na

BUY
 -
700
+ 3.35%
$48K - $52.1K
21.6K $1.67M
Oct 24, 2023 Q3 2023
Fusion Family Wealth LLC

BUY
 -
693
+ 3.46%
$47.5K - $51.6K
20.7K $1.61M
Oct 31, 2023 Q3 2023
Adirondack Trust CO

BUY
 -
692
+ 5.96%
$47.4K - $51.5K
12.3K $954K
Oct 23, 2023 Q3 2023
Sheets Smith Wealth Management

BUY
 -
689
+ 1.71%
$47.2K - $51.3K
40.9K $3.17M
Nov 07, 2023 Q3 2023
Western Wealth Management, LLC

BUY
 -
685
+ 9.02%
$47K - $51K
8.28K $642K
Nov 07, 2023 Q3 2023
New England Private Wealth Advisors LLC

Wellesley, MA
BUY
 -
669
+ 1.2%
$45.9K - $49.8K
56.3K $4.37M
Oct 10, 2023 Q3 2023
Simpli Fi, Inc.

BUY
 -
659
+ 5.2%
$45.2K - $49.1K
13.3K $1.03M
Nov 02, 2023 Q3 2023
Capital Investment Counsel, Inc

BUY
 -
658
New
$45.1K - $49K
658 $51K

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