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 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-21- 0.17% |
$1.38K - $1.58K
|
12K
$938K
|
|
|
Feb 05, 2024
Q4 2023
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-25- 0.11% |
$1.65K - $1.89K
|
21.8K
$1.7M
|
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-26- 13.13% |
$1.71K - $1.96K
|
172
$13.4K
|
|
|
Jan 18, 2024
Q4 2023
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-29- 0.26% |
$1.91K - $2.19K
|
10.9K
$852K
|
|
|
Feb 09, 2024
Q4 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
SELL
|
- |
-29- 0.65% |
$1.91K - $2.19K
|
4.44K
$346K
|
|
|
Jan 22, 2024
Q4 2023
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-30- 4.32% |
$1.98K - $2.26K
|
664
$51.7K
|
|
|
Feb 01, 2024
Q4 2023
|
North Star Asset Management Inc
|
SELL
|
- |
-30- 0.56% |
$1.98K - $2.26K
|
5.37K
$418K
|
|
|
Feb 09, 2024
Q4 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-30- 0.24% |
$1.98K - $2.26K
|
12.3K
$962K
|
|
|
Jan 17, 2024
Q4 2023
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-31- 1.34% |
$2.04K - $2.34K
|
2.28K
$178K
|
|
|
Jan 30, 2024
Q4 2023
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-31- 0.78% |
$2.04K - $2.34K
|
3.94K
$307K
|
|
|
Feb 01, 2024
Q4 2023
|
Prism Advisors, Inc.
|
SELL
|
- |
-32- 0.01% |
$2.11K - $2.42K
|
280K
$21.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-33- 0.49% |
$2.17K - $2.49K
|
6.77K
$527K
|
|
|
Jan 11, 2024
Q4 2023
|
West Financial Advisors, LLC
|
SELL
|
- |
-36- 5.26% |
$2.37K - $2.72K
|
649
$50.6K
|
|
|
Feb 02, 2024
Q4 2023
|
Meritage Portfolio Management
|
SELL
|
- |
-37- 1.23% |
$2.44K - $2.79K
|
2.98K
$232K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-37- 0.39% |
$2.44K - $2.79K
|
9.35K
$728K
|
|
|
Feb 21, 2024
Q4 2023
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-38- 0.32% |
$2.5K - $2.87K
|
12K
$935K
|
|
|
Jan 24, 2024
Q4 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-39- 0.61% |
$2.57K - $2.94K
|
6.34K
$494K
|
|
|
Jan 30, 2024
Q4 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-41- 0.79% |
$2.7K - $3.09K
|
5.13K
$400K
|
|
|
Feb 06, 2024
Q4 2023
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-41- 0.71% |
$2.7K - $3.09K
|
5.75K
$448K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-41- 0.35% |
$2.7K - $3.09K
|
11.6K
$901K
|
|
|
Jan 18, 2024
Q4 2023
|
Atlas Brown,Inc.
|
SELL
|
- |
-42- 0.15% |
$2.77K - $3.17K
|
27.9K
$2.17M
|
|
|
Feb 01, 2024
Q4 2023
|
Element Wealth, LLC
|
SELL
|
- |
-44- 1.37% |
$2.9K - $3.32K
|
3.16K
$246K
|
|
|
Jan 08, 2024
Q4 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-47- 0.38% |
$3.09K - $3.55K
|
12.3K
$954K
|
|
|
Aug 29, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-50- 16.67% |
$3.29K - $3.77K
|
250
$19.5K
|
|
|
Jan 17, 2024
Q4 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-51- 0.45% |
$3.36K - $3.85K
|
11.3K
$881K
|
|
|
Feb 13, 2024
Q4 2023
|
Harvest Investment Advisors, LLC
Tallahassee, FL |
SELL
|
- |
-53- 0.04% |
$3.49K - $4K
|
132K
$10.3M
|
|
|
Jan 23, 2024
Q4 2023
|
Levy Wealth Management Group, LLC
|
SELL
|
- |
-55- 0.47% |
$3.62K - $4.15K
|
11.6K
$906K
|
|
|
Feb 13, 2024
Q4 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-55- 1.28% |
$3.62K - $4.15K
|
4.25K
$331K
|
|
|
Jan 12, 2024
Q4 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-56- 1.19% |
$3.69K - $4.23K
|
4.65K
$362K
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-56- 4.45% |
$3.69K - $4.23K
|
1.2K
$93.7K
|
|
|
Jan 24, 2024
Q4 2023
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-56- 0.42% |
$3.69K - $4.23K
|
13.3K
$1.04M
|
|
|
Jan 31, 2024
Q4 2023
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-61- 1.24% |
$4.02K - $4.6K
|
4.84K
$377K
|
|
|
Jan 24, 2024
Q4 2023
|
Rkl Wealth Management LLC
|
SELL
|
- |
-63- 0.88% |
$4.15K - $4.75K
|
7.09K
$552K
|
|
|
Jan 29, 2024
Q4 2023
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-63- 0.18% |
$4.15K - $4.75K
|
35K
$2.73M
|
|
|
Feb 07, 2024
Q4 2023
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-63- 0.21% |
$4.15K - $4.75K
|
30.1K
$2.34M
|
|
|
Feb 07, 2024
Q4 2023
|
Arcataur Capital Management LLC
Milwaukee, WI |
SELL
|
- |
-65- 0.09% |
$4.28K - $4.91K
|
72.8K
$5.67M
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-66- 0.41% |
$4.35K - $4.98K
|
16.1K
$1.25M
|
|
|
Jan 18, 2024
Q4 2023
|
Cpa Asset Management LLC
West Palm Beach, FL |
SELL
|
- |
-67- 1.63% |
$4.41K - $5.06K
|
4.03K
$314K
|
|
|
Feb 14, 2024
Q4 2023
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-69- 0.05% |
$4.54K - $5.21K
|
140K
$10.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-70- 0.76% |
$4.61K - $5.28K
|
9.17K
$714K
|
|
|
Feb 13, 2024
Q4 2023
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-70- 0.54% |
$4.61K - $5.28K
|
12.9K
$1.01M
|
|
|
Feb 13, 2024
Q4 2023
|
Waterford Advisors, LLC
Orchard Park, NY |
SELL
|
- |
-70- 0.8% |
$4.61K - $5.28K
|
8.66K
$675K
|
|
|
Feb 14, 2024
Q4 2023
|
Hillman Capital Management, Inc.
Bethesda, MD |
SELL
|
- |
-71- 0.3% |
$4.67K - $5.36K
|
23.7K
$1.84M
|
|
|
Feb 09, 2024
Q4 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-74- 0.38% |
$4.87K - $5.58K
|
19.4K
$1.51M
|
|
|
Jan 29, 2024
Q4 2023
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-75- 1.28% |
$4.94K - $5.66K
|
5.77K
$449K
|
|
|
Feb 02, 2024
Q4 2023
|
Bahl & Gaynor Inc
|
SELL
|
- |
-75- 0.24% |
$4.94K - $5.66K
|
31.5K
$2.46M
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-75- 1.27% |
$4.94K - $5.66K
|
5.84K
$455K
|
|
|
Feb 14, 2024
Q4 2023
|
Biltmore Family Office, LLC
|
SELL
|
- |
-75- 0.27% |
$4.94K - $5.66K
|
27.8K
$2.17M
|
|
|
Jan 30, 2024
Q4 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-77- 3.78% |
$5.07K - $5.81K
|
1.96K
$153K
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-83- 15.63% |
$5.46K - $6.26K
|
448
$34.9K
|