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 09, 2024
Q4 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
8+ 0.04% |
$527 - $604
|
18.1K
$1.4M
|
|
|
Feb 02, 2024
Q4 2023
|
Precision Wealth Strategies, LLC
|
BUY
|
- |
7+ 0.13% |
$461 - $528
|
5.58K
$433K
|
|
|
Jan 18, 2024
Q4 2023
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
5+ 0.07% |
$329 - $377
|
6.92K
$537K
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
5+ 1.14% |
$329 - $377
|
442
$34.3K
|
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
5+ 0.17% |
$329 - $377
|
3.03K
$235K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
5+ 1.59% |
$329 - $377
|
319
$24.7K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
4+ 2.14% |
$263 - $302
|
191
$14.8K
|
|
|
Jan 26, 2024
Q4 2023
|
Aspiriant, LLC
|
BUY
|
- |
4+ 0.01% |
$263 - $302
|
36K
$2.79M
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
4+ 0.09% |
$263 - $302
|
4.53K
$351K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
4+ 0.28% |
$263 - $302
|
1.42K
$110K
|
|
|
Feb 14, 2024
Q4 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4+ 0.05% |
$263 - $302
|
7.75K
$601K
|
|
|
Jan 19, 2024
Q4 2023
|
Gleason Group, Inc.
|
BUY
|
- |
3+ 1.33% |
$198 - $226
|
229
$17.7K
|
|
|
Feb 08, 2024
Q4 2023
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
3+ 0.04% |
$198 - $226
|
6.78K
$525K
|
|
|
Feb 13, 2024
Q4 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
3+ 0.7% |
$198 - $226
|
430
$33.3K
|
|
|
Jan 10, 2024
Q4 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
2+ 0.01% |
$132 - $151
|
27.2K
$2.11M
|
|
|
Jan 26, 2024
Q4 2023
|
Ckw Financial Group
|
BUY
|
- |
2+ 1.2% |
$132 - $151
|
169
$13.1K
|
|
|
Jan 29, 2024
Q4 2023
|
Fusion Family Wealth LLC
|
BUY
|
- |
2+ 0.01% |
$132 - $151
|
20.7K
$1.61M
|
|
|
Jan 31, 2024
Q4 2023
|
Delta Financial Advisors LLC
|
BUY
|
- |
2+ 0.0% |
$132 - $151
|
69K
$5.35M
|
|
|
Jan 31, 2024
Q4 2023
|
Zhang Financial LLC
|
BUY
|
- |
2+ 0.01% |
$132 - $151
|
15.9K
$1.24M
|
|
|
Feb 01, 2024
Q4 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
2+ 1.41% |
$132 - $151
|
144
$11.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Washington Trust Bank
|
BUY
|
- |
2+ 0.01% |
$132 - $151
|
21K
$1.63M
|
|
|
Jan 26, 2024
Q4 2023
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
1+ 0.01% |
$65.8 - $75.5
|
7.4K
$573K
|
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1+ 0.08% |
$65.8 - $75.5
|
1.27K
$98.7K
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.08% |
$65.8 - $75.5
|
1.3K
$101K
|
|
|
Feb 05, 2024
Q4 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1+ 0.03% |
$65.8 - $75.5
|
3.93K
$305K
|
|
|
Feb 09, 2024
Q4 2023
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
1+ 0.02% |
$65.8 - $75.5
|
5.39K
$418K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
1+ 0.68% |
$65.8 - $75.5
|
149
$11.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
1+ 0.01% |
$65.8 - $75.5
|
11.7K
$910K
|
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
1New |
$65.8 - $75.5
|
1
$77.5
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1+ 0.01% |
$65.8 - $75.5
|
7.7K
$597K
|
|
|
Jan 30, 2024
Q4 2023
|
Grove Bank & Trust
|
SELL
|
- |
-1- -0.0% |
$65.8 - $75.5
|
76.5K
$5.93M
|
|
|
Feb 09, 2024
Q4 2023
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-1- 0.01% |
$65.8 - $75.5
|
8.33K
$646K
|
|
|
Sep 05, 2024
Q4 2023
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-1- 0.4% |
$65.8 - $75.5
|
252
$19.5K
|
|
|
Jan 02, 2024
Q4 2023
|
Park National Corp
|
SELL
|
- |
-2- 0.02% |
$132 - $151
|
10.5K
$815K
|
|
|
Jan 22, 2024
Q4 2023
|
Veracity Capital LLC
|
SELL
|
- |
-2- 0.01% |
$132 - $151
|
33.1K
$2.56M
|
|
|
Feb 12, 2024
Q4 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-2- 0.04% |
$132 - $151
|
5.62K
$435K
|
|
|
Feb 06, 2024
Q4 2023
|
Capital Performance Advisors LLP
|
SELL
|
- |
-3- 0.09% |
$198 - $226
|
3.22K
$250K
|
|
|
Jan 22, 2024
Q4 2023
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-4- 0.02% |
$263 - $302
|
16.4K
$1.27M
|
|
|
Feb 05, 2024
Q4 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-5- 0.16% |
$329 - $377
|
3.04K
$235K
|
|
|
Feb 08, 2024
Q4 2023
|
Gs Investments, Inc.
|
SELL
|
- |
-5- 0.02% |
$329 - $377
|
29.8K
$2.31M
|
|
|
Jan 18, 2024
Q4 2023
|
Evanson Asset Management, LLC
|
SELL
|
- |
-6- 0.02% |
$395 - $453
|
35.6K
$2.76M
|
|
|
Feb 12, 2024
Q4 2023
|
Athena Investment Management
|
SELL
|
- |
-6- 0.03% |
$395 - $453
|
20.9K
$1.62M
|
|
|
Jan 18, 2024
Q4 2023
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-8- 0.17% |
$527 - $604
|
4.57K
$354K
|
|
|
Jan 19, 2024
Q4 2023
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-10- 0.28% |
$658 - $755
|
3.61K
$280K
|
|
|
Jan 30, 2024
Q4 2023
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-11- 0.17% |
$724 - $830
|
6.3K
$488K
|
|
|
Jan 31, 2024
Q4 2023
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-11- 0.21% |
$724 - $830
|
5.24K
$406K
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-12- 0.55% |
$790 - $906
|
2.18K
$169K
|
|
|
Jan 25, 2024
Q4 2023
|
Redw Wealth LLC
|
SELL
|
- |
-18- 0.56% |
$1.19K - $1.36K
|
3.21K
$249K
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-18- 0.44% |
$1.19K - $1.36K
|
4.07K
$316K
|
|
|
Jan 11, 2024
Q4 2023
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-19- 0.13% |
$1.25K - $1.43K
|
14.5K
$1.13M
|