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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
486New |
$32K - $36.7K
|
486
$37.7K
|
|
|
Feb 05, 2024
Q4 2023
|
Family Firm, Inc.
|
BUY
|
- |
482+ 0.76% |
$31.7K - $36.4K
|
64.3K
$4.98M
|
|
|
Jan 26, 2024
Q4 2023
|
G&S Capital LLC
|
BUY
|
- |
474+ 2.93% |
$31.2K - $35.8K
|
16.7K
$1.29M
|
|
|
Jan 22, 2024
Q4 2023
|
Private Ocean, LLC
|
BUY
|
- |
472+ 1.91% |
$31.1K - $35.6K
|
25.2K
$1.95M
|
|
|
Feb 12, 2024
Q4 2023
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
470+ 1424.24% |
$30.9K - $35.5K
|
503
$39K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
BUY
|
- |
467+ 13.76% |
$30.7K - $35.2K
|
3.86K
$299K
|
|
|
Jan 11, 2024
Q4 2023
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
465+ 2.53% |
$30.6K - $35.1K
|
18.8K
$1.46M
|
|
|
Feb 07, 2024
Q4 2023
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
465+ 7.45% |
$30.6K - $35.1K
|
6.71K
$520K
|
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
465+ 4.7% |
$30.6K - $35.1K
|
10.4K
$802K
|
|
|
Feb 12, 2024
Q4 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
459+ 170.63% |
$30.2K - $34.6K
|
728
$56.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Xml Financial, LLC
|
BUY
|
- |
452+ 1.09% |
$29.8K - $34.1K
|
42.1K
$3.26M
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
449+ 5.28% |
$29.6K - $33.9K
|
8.96K
$694K
|
|
|
Jan 12, 2024
Q4 2023
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
443+ 7.63% |
$29.2K - $33.4K
|
6.25K
$484K
|
|
|
Jan 17, 2024
Q4 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
443+ 0.85% |
$29.2K - $33.4K
|
52.7K
$4.08M
|
|
|
Feb 08, 2024
Q4 2023
|
Fca Corp
Houston, TX |
BUY
|
- |
439+ 3.48% |
$28.9K - $33.1K
|
13.1K
$1.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
432+ 0.24% |
$28.4K - $32.6K
|
179K
$13.9M
|
|
|
Jan 11, 2024
Q4 2023
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
419+ 4.33% |
$27.6K - $31.6K
|
10.1K
$783K
|
|
|
Jan 30, 2024
Q4 2023
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
418+ 26.61% |
$27.5K - $31.5K
|
1.99K
$154K
|
|
|
Feb 08, 2024
Q4 2023
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
415+ 4.24% |
$27.3K - $31.3K
|
10.2K
$791K
|
|
|
Jan 02, 2024
Q4 2023
|
Dentgroup LLC
|
BUY
|
- |
414+ 1.99% |
$27.3K - $31.2K
|
21.2K
$1.64M
|
|
|
Jan 23, 2024
Q4 2023
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
414+ 1.97% |
$27.3K - $31.2K
|
21.4K
$1.66M
|
|
|
Feb 12, 2024
Q4 2023
|
Financial Partners Group, LLC
Gallatin, TN |
BUY
|
- |
413+ 4.12% |
$27.2K - $31.2K
|
10.4K
$808K
|
|
|
Jan 29, 2024
Q4 2023
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
412+ 0.54% |
$27.1K - $31.1K
|
76.8K
$5.95M
|
|
|
Jan 19, 2024
Q4 2023
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
405+ 34.76% |
$26.7K - $30.6K
|
1.57K
$122K
|
|
|
Jan 22, 2024
Q4 2023
|
Essex Savings Bank
|
BUY
|
- |
401+ 5.53% |
$26.4K - $30.3K
|
7.66K
$593K
|
|
|
Jan 29, 2024
Q4 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
400+ 11.98% |
$26.3K - $30.2K
|
3.74K
$290K
|
|
|
Feb 13, 2024
Q4 2023
|
Quest Investment Management LLC
Lake Oswego, OR |
BUY
|
- |
400+ 0.19% |
$26.3K - $30.2K
|
216K
$16.7M
|
|
|
Jan 12, 2024
Q4 2023
|
Hfg Advisors, Inc.
|
BUY
|
- |
383+ 1.84% |
$25.2K - $28.9K
|
21.2K
$1.65M
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
374+ 2.39% |
$24.6K - $28.2K
|
16K
$1.24M
|
|
|
Feb 12, 2024
Q4 2023
|
Chesapeake Wealth Management
|
BUY
|
- |
364+ 0.49% |
$24K - $27.5K
|
74.6K
$5.78M
|
|
|
Feb 01, 2024
Q4 2023
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
360+ 2.69% |
$23.7K - $27.2K
|
13.7K
$1.07M
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
357+ 0.63% |
$23.5K - $26.9K
|
56.7K
$4.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
356+ 0.9% |
$23.4K - $26.9K
|
39.7K
$3.08M
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
355+ 11.21% |
$23.4K - $26.8K
|
3.52K
$273K
|
|
|
Feb 08, 2024
Q4 2023
|
Arjuna Capital
|
BUY
|
- |
347New |
$22.8K - $26.2K
|
347
$26.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Tfg Advisers LLC
|
BUY
|
- |
346+ 3.98% |
$22.8K - $26.1K
|
9.05K
$701K
|
|
|
Feb 13, 2024
Q4 2023
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
342+ 1.32% |
$22.5K - $25.8K
|
26.2K
$2.03M
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
336+ 3.06% |
$22.1K - $25.4K
|
11.3K
$878K
|
|
|
Jan 10, 2024
Q4 2023
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
330+ 3.95% |
$21.7K - $24.9K
|
8.68K
$673K
|
|
|
Feb 14, 2024
Q4 2023
|
Elequin Capital LP
New York, NY |
BUY
|
- |
326New |
$21.5K - $24.6K
|
326
$25.3K
|
|
|
Jan 31, 2024
Q4 2023
|
Zwj Investment Counsel Inc
|
BUY
|
- |
325+ 10.9% |
$21.4K - $24.5K
|
3.31K
$256K
|
|
|
Mar 11, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
322+ 0.23% |
$21.2K - $24.3K
|
141K
$10.9M
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
320New |
$21.1K - $24.2K
|
320
$24.8K
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
316+ 10.55% |
$20.8K - $23.8K
|
3.31K
$257K
|
|
|
Jan 05, 2024
Q4 2023
|
Boltwood Capital Management
|
BUY
|
- |
315+ 0.98% |
$20.7K - $23.8K
|
32.3K
$2.51M
|
|
|
Feb 05, 2024
Q4 2023
|
Lcm Capital Management Inc
|
BUY
|
- |
315+ 0.4% |
$20.7K - $23.8K
|
78.9K
$6.11M
|
|
|
Jan 23, 2024
Q4 2023
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
312+ 1.08% |
$20.5K - $23.5K
|
29.2K
$2.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
309New |
$20.3K - $23.3K
|
309
$23.9K
|
|
|
Feb 06, 2024
Q4 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
308+ 2.33% |
$20.3K - $23.2K
|
13.5K
$1.05M
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
307New |
$20.2K - $23.2K
|
307
$23.8K
|