Purchases and Sales Made in Q4 2023 in Ishares Tr Msci Eafe ETF (EFA)
This table provides information about the institutional ownership of Ishares Tr Msci Eafe ETF (EFA) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2024
Q4 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
1.93K+ 38.29% |
$127K - $145K
|
6.95K
$539K
|
|
|
Feb 13, 2024
Q4 2023
|
Lansing Street Advisors
|
BUY
|
- |
1.92K+ 17.64% |
$127K - $145K
|
12.8K
$994K
|
|
|
Jan 12, 2024
Q4 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
1.91K+ 26.39% |
$126K - $144K
|
9.15K
$709K
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1.91K+ 39.42% |
$126K - $144K
|
6.75K
$523K
|
|
|
Feb 13, 2024
Q4 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
1.9K+ 8.03% |
$125K - $143K
|
25.6K
$1.98M
|
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
BUY
|
- |
1.88K+ 29.68% |
$124K - $142K
|
8.23K
$638K
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.88K+ 12.52% |
$124K - $142K
|
16.9K
$1.31M
|
|
|
Jan 12, 2024
Q4 2023
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
BUY
|
- |
1.87K+ 28.55% |
$123K - $141K
|
8.43K
$654K
|
|
|
Feb 02, 2024
Q4 2023
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
1.87K+ 7.4% |
$123K - $141K
|
27.2K
$2.11M
|
|
|
Jan 31, 2024
Q4 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
1.87K+ 8.95% |
$123K - $141K
|
22.8K
$1.77M
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.87K+ 8.61% |
$123K - $141K
|
23.6K
$1.83M
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
1.86K+ 52.39% |
$123K - $140K
|
5.41K
$420K
|
|
|
Feb 08, 2024
Q4 2023
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
1.82K+ 56.8% |
$120K - $137K
|
5.02K
$389K
|
|
|
Feb 02, 2024
Q4 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
1.81K+ 7.34% |
$119K - $137K
|
26.5K
$2.05M
|
|
|
Jan 31, 2024
Q4 2023
|
Pathway Financial Advisors LLC
|
BUY
|
- |
1.8K+ 2.36% |
$119K - $136K
|
78K
$6.04M
|
|
|
Jan 19, 2024
Q4 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
1.75KNew |
$115K - $132K
|
1.75K
$136K
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
1.75K+ 1.14% |
$115K - $132K
|
155K
$12M
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
1.74KNew |
$115K - $132K
|
1.74K
$135K
|
|
|
Feb 08, 2024
Q4 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
1.73K+ 27.1% |
$114K - $130K
|
8.09K
$627K
|
|
|
Feb 01, 2024
Q4 2023
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
1.71K+ 14.7% |
$113K - $129K
|
13.3K
$1.03M
|
|
|
Jan 11, 2024
Q4 2023
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
1.7K+ 0.81% |
$112K - $128K
|
212K
$16.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Truepoint, Inc.
|
BUY
|
- |
1.69K+ 9.9% |
$111K - $128K
|
18.8K
$1.45M
|
|
|
Jan 23, 2024
Q4 2023
|
Schwab Charitable Fund
|
BUY
|
- |
1.68K+ 24.23% |
$110K - $126K
|
8.59K
$665K
|
|
|
Feb 07, 2024
Q4 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
1.67K+ 4.17% |
$110K - $126K
|
41.8K
$3.24M
|
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
1.61K+ 28.12% |
$106K - $122K
|
7.34K
$569K
|
|
|
Feb 14, 2024
Q4 2023
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
1.59K+ 0.51% |
$105K - $120K
|
311K
$24.1M
|
|
|
Jan 16, 2024
Q4 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
1.58KNew |
$104K - $119K
|
1.58K
$122K
|
|
|
Jan 19, 2024
Q4 2023
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
1.56K+ 0.69% |
$103K - $118K
|
226K
$17.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
1.56K+ 2.19% |
$102K - $117K
|
72.6K
$5.62M
|
|
|
Feb 12, 2024
Q4 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
1.56KNew |
$102K - $117K
|
1.56K
$121K
|
|
|
Feb 07, 2024
Q4 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
1.55K+ 22.47% |
$102K - $117K
|
8.47K
$656K
|
|
|
Feb 14, 2024
Q4 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
1.55K+ 6.66% |
$102K - $117K
|
24.8K
$1.92M
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.5K+ 11.88% |
$98.7K - $113K
|
14.1K
$1.09M
|
|
|
Jan 11, 2024
Q4 2023
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
1.49K+ 0.95% |
$98.1K - $112K
|
158K
$12.3M
|
|
|
Feb 20, 2024
Q4 2023
|
Covenant Partners, LLC
|
BUY
|
- |
1.49KNew |
$97.8K - $112K
|
1.49K
$115K
|
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.47K+ 6.29% |
$96.9K - $111K
|
24.8K
$1.93M
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
1.45KNew |
$95.5K - $109K
|
1.45K
$112K
|
|
|
Jan 24, 2024
Q4 2023
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
1.45K+ 5.54% |
$95.3K - $109K
|
27.6K
$2.14M
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
1.44KNew |
$94.6K - $108K
|
1.44K
$111K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
1.43K+ 46.94% |
$94.1K - $108K
|
4.47K
$347K
|
|
|
Jan 25, 2024
Q4 2023
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
1.43K+ 41.86% |
$94K - $108K
|
4.84K
$375K
|
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1.42K+ 32.36% |
$93.2K - $107K
|
5.79K
$449K
|
|
|
Jan 23, 2024
Q4 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.41K+ 14.57% |
$92.9K - $106K
|
11.1K
$860K
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.4K+ 13.02% |
$92.2K - $106K
|
12.2K
$942K
|
|
|
Jan 30, 2024
Q4 2023
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
1.39K+ 2478.57% |
$91.4K - $105K
|
1.44K
$112K
|
|
|
Feb 13, 2024
Q4 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
1.39K+ 25.77% |
$91.4K - $105K
|
6.77K
$525K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
1.35K+ 29.12% |
$88.9K - $102K
|
5.99K
$464K
|
|
|
Jan 17, 2024
Q4 2023
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
1.34K+ 5.23% |
$88K - $101K
|
26.9K
$2.08M
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.33K+ 3.57% |
$87.4K - $100K
|
38.4K
$2.98M
|
|
|
Feb 14, 2024
Q4 2023
|
Waddell & Associates, LLC
|
BUY
|
- |
1.32K+ 2.92% |
$86.9K - $99.6K
|
46.6K
$3.61M
|