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 19, 2024
Q4 2023
|
Activest Wealth Management
|
BUY
|
- |
134New |
$8.82K - $10.1K
|
134
$10.4K
|
|
|
Jan 09, 2024
Q4 2023
|
Bath Savings Trust CO
|
BUY
|
- |
133+ 2.64% |
$8.76K - $10K
|
5.17K
$400K
|
|
|
Feb 16, 2024
Q4 2023
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
129+ 0.11% |
$8.49K - $9.74K
|
117K
$9.11M
|
|
|
Jan 17, 2024
Q4 2023
|
S.A. Mason LLC
|
BUY
|
- |
127+ 3.31% |
$8.36K - $9.58K
|
3.96K
$307K
|
|
|
Feb 05, 2024
Q4 2023
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
126+ 3.04% |
$8.3K - $9.51K
|
4.27K
$331K
|
|
|
Jan 23, 2024
Q4 2023
|
Arcus Capital Partners, LLC
|
BUY
|
- |
119+ 1.23% |
$7.83K - $8.98K
|
9.82K
$761K
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
114New |
$7.51K - $8.6K
|
114
$8.84K
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
BUY
|
- |
113+ 0.61% |
$7.44K - $8.53K
|
18.6K
$1.44M
|
|
|
Jan 04, 2024
Q4 2023
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
109+ 0.89% |
$7.18K - $8.23K
|
12.3K
$953K
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
108+ 0.28% |
$7.11K - $8.15K
|
38.4K
$2.97M
|
|
|
Feb 02, 2024
Q4 2023
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
107+ 1.43% |
$7.04K - $8.08K
|
7.58K
$588K
|
|
|
Jan 31, 2024
Q4 2023
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
106+ 0.77% |
$6.98K - $8K
|
13.8K
$1.07M
|
|
|
Jan 30, 2024
Q4 2023
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
102+ 1.19% |
$6.72K - $7.7K
|
8.68K
$672K
|
|
|
Jan 05, 2024
Q4 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
100+ 21.32% |
$6.58K - $7.55K
|
569
$44.1K
|
|
|
Feb 07, 2024
Q4 2023
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
100+ 0.76% |
$6.58K - $7.55K
|
13.2K
$1.02M
|
|
|
Feb 02, 2024
Q4 2023
|
Investment Partners, Ltd.
|
BUY
|
- |
98+ 0.2% |
$6.45K - $7.4K
|
49.1K
$3.81M
|
|
|
Feb 14, 2024
Q4 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
97+ 0.41% |
$6.39K - $7.32K
|
23.7K
$1.83M
|
|
|
Feb 14, 2024
Q4 2023
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
96+ 1.22% |
$6.32K - $7.25K
|
7.97K
$618K
|
|
|
Feb 05, 2024
Q4 2023
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
94+ 1.59% |
$6.19K - $7.09K
|
5.99K
$464K
|
|
|
Jan 29, 2024
Q4 2023
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
90+ 0.44% |
$5.93K - $6.79K
|
20.7K
$1.6M
|
|
|
Jan 08, 2024
Q4 2023
|
Mc Lean Asset Management Corp
|
BUY
|
- |
88+ 0.2% |
$5.79K - $6.64K
|
43.7K
$3.38M
|
|
|
Feb 07, 2024
Q4 2023
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
87+ 1.39% |
$5.73K - $6.57K
|
6.36K
$493K
|
|
|
Jan 30, 2024
Q4 2023
|
Cortland Associates Inc
|
BUY
|
- |
85+ 2.55% |
$5.6K - $6.41K
|
3.42K
$265K
|
|
|
Jan 09, 2024
Q4 2023
|
Cypress Financial Planning LLC
|
BUY
|
- |
84+ 1.05% |
$5.53K - $6.34K
|
8.05K
$624K
|
|
|
Jan 17, 2024
Q4 2023
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
83+ 0.51% |
$5.46K - $6.26K
|
16.5K
$1.28M
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Barn Wealth, LLC
|
BUY
|
- |
81+ 1.49% |
$5.33K - $6.11K
|
5.52K
$428K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
80+ 0.37% |
$5.27K - $6.04K
|
21.7K
$1.68M
|
|
|
Jan 26, 2024
Q4 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
77+ 1.56% |
$5.07K - $5.81K
|
5K
$388K
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
77+ 0.42% |
$5.07K - $5.81K
|
18.4K
$1.42M
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
76+ 1.79% |
$5K - $5.74K
|
4.33K
$336K
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
75New |
$4.94K - $5.66K
|
75
$5.81K
|
|
|
Feb 05, 2024
Q4 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
74+ 0.91% |
$4.87K - $5.58K
|
8.17K
$633K
|
|
|
Jan 25, 2024
Q4 2023
|
Tfc Financial Management
|
BUY
|
- |
72+ 1.07% |
$4.74K - $5.43K
|
6.79K
$526K
|
|
|
Jan 25, 2024
Q4 2023
|
Ascension Capital Advisors, Inc.
Houston, TX |
BUY
|
- |
68+ 0.08% |
$4.48K - $5.13K
|
84.7K
$6.56M
|
|
|
Jan 31, 2024
Q4 2023
|
Steph & CO
|
BUY
|
- |
68+ 0.32% |
$4.48K - $5.13K
|
21.5K
$1.67M
|
|
|
Jan 31, 2024
Q4 2023
|
Wp Advisors, LLC
|
BUY
|
- |
68+ 1.23% |
$4.48K - $5.13K
|
5.6K
$434K
|
|
|
Jan 12, 2024
Q4 2023
|
Empirical Asset Management, LLC
|
BUY
|
- |
66+ 0.77% |
$4.35K - $4.98K
|
8.66K
$671K
|
|
|
Feb 07, 2024
Q4 2023
|
Neumann Capital Management, LLC
|
BUY
|
- |
65+ 0.18% |
$4.28K - $4.91K
|
35.6K
$2.76M
|
|
|
Jan 17, 2024
Q4 2023
|
Courier Capital LLC
|
BUY
|
- |
64+ 0.03% |
$4.21K - $4.83K
|
253K
$19.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Investmark Advisory Group LLC
|
BUY
|
- |
64+ 1.1% |
$4.21K - $4.83K
|
5.86K
$454K
|
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
63+ 0.27% |
$4.15K - $4.75K
|
23.8K
$1.84M
|
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
62New |
$4.08K - $4.68K
|
62
$4.81K
|
|
|
Jan 25, 2024
Q4 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
62+ 0.07% |
$4.08K - $4.68K
|
86.6K
$6.71M
|
|
|
Feb 09, 2024
Q4 2023
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
62+ 1.12% |
$4.08K - $4.68K
|
5.6K
$434K
|
|
|
Feb 14, 2024
Q4 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
59+ 1.13% |
$3.88K - $4.45K
|
5.29K
$410K
|
|
|
Jan 24, 2024
Q4 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
58+ 1.89% |
$3.82K - $4.38K
|
3.12K
$242K
|
|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
57+ 21.19% |
$3.75K - $4.3K
|
326
$25.3K
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
56+ 1.5% |
$3.69K - $4.23K
|
3.78K
$293K
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
54New |
$3.56K - $4.08K
|
54
$4.19K
|
|
|
Feb 02, 2024
Q4 2023
|
Delta Investment Management, LLC
|
BUY
|
- |
52+ 1.23% |
$3.42K - $3.92K
|
4.28K
$331K
|