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 29, 2024
Q4 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-177- 1.79% |
$11.7K - $13.4K
|
9.7K
$756K
|
|
|
Feb 09, 2024
Q4 2023
|
Motco
|
SELL
|
- |
-180- 0.72% |
$11.9K - $13.6K
|
24.8K
$1.93M
|
|
|
Jan 24, 2024
Q4 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-185- 0.26% |
$12.2K - $14K
|
71.7K
$5.59M
|
|
|
Jan 18, 2024
Q4 2023
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-186- 4.61% |
$12.2K - $14K
|
3.85K
$300K
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-190- 0.71% |
$12.5K - $14.3K
|
26.5K
$2.06M
|
|
|
Feb 09, 2024
Q4 2023
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
SELL
|
- |
-192- 6.23% |
$12.6K - $14.5K
|
2.89K
$225K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-196- 1.01% |
$12.9K - $14.8K
|
19.2K
$1.5M
|
|
|
Jan 09, 2024
Q4 2023
|
Affiance Financial, LLC
|
SELL
|
- |
-197- 1.15% |
$13K - $14.9K
|
16.9K
$1.32M
|
|
|
Jan 24, 2024
Q4 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-197- 0.34% |
$13K - $14.9K
|
58.3K
$4.54M
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-200- 5.65% |
$13.2K - $15.1K
|
3.34K
$260K
|
|
|
Jan 30, 2024
Q4 2023
|
Oak Family Advisors, LLC
|
SELL
|
- |
-200- 3.56% |
$13.2K - $15.1K
|
5.43K
$423K
|
|
|
Feb 12, 2024
Q4 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-200- 2.51% |
$13.2K - $15.1K
|
7.77K
$606K
|
|
|
Feb 12, 2024
Q4 2023
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-200- 5.26% |
$13.2K - $15.1K
|
3.6K
$280K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-200- 2.09% |
$13.2K - $15.1K
|
9.35K
$729K
|
|
|
Jan 18, 2024
Q4 2023
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-202- 4.33% |
$13.3K - $15.2K
|
4.46K
$348K
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-205- 2.16% |
$13.5K - $15.5K
|
9.3K
$725K
|
|
|
Jan 18, 2024
Q4 2023
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-206- 0.18% |
$13.6K - $15.5K
|
115K
$8.95M
|
|
|
Jan 25, 2024
Q4 2023
|
Busey Wealth Management
|
SELL
|
- |
-207- 0.64% |
$13.6K - $15.6K
|
32.3K
$2.52M
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-209- 2.09% |
$13.8K - $15.8K
|
9.79K
$763K
|
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-210- 2.9% |
$13.8K - $15.8K
|
7.03K
$548K
|
|
|
Feb 07, 2024
Q4 2023
|
Nvwm, LLC
|
SELL
|
- |
-215- 0.47% |
$14.2K - $16.2K
|
45.7K
$3.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-215- 0.47% |
$14.2K - $16.2K
|
45.2K
$3.52M
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-219- 3.59% |
$14.4K - $16.5K
|
5.88K
$458K
|
|
|
Feb 14, 2024
Q4 2023
|
Wit, LLC
District Of Columbia, DC |
SELL
|
- |
-225- 24.04% |
$14.8K - $17K
|
711
$55.4K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-231- 75.49% |
$15.2K - $17.4K
|
75
$5.84K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-238- 1.39% |
$15.7K - $18K
|
16.8K
$1.31M
|
|
|
Jan 25, 2024
Q4 2023
|
Ma Private Wealth
|
SELL
|
- |
-245- 4.29% |
$16.1K - $18.5K
|
5.46K
$426K
|
|
|
Jan 30, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-249- 1.9% |
$16.4K - $18.8K
|
12.9K
$1M
|
|
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-249- 1.9% |
$16.4K - $18.8K
|
12.9K
$1M
|
|
|
Jan 19, 2024
Q4 2023
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-250- 2.08% |
$16.5K - $18.9K
|
11.7K
$915K
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-250- 2.9% |
$16.5K - $18.9K
|
8.38K
$653K
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-256- 2.98% |
$16.9K - $19.3K
|
8.34K
$650K
|
|
|
Jan 29, 2024
Q4 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-256- 0.58% |
$16.9K - $19.3K
|
44.2K
$3.45M
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-257- 7.57% |
$16.9K - $19.4K
|
3.14K
$245K
|
|
|
Feb 12, 2024
Q4 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-258- 2.1% |
$17K - $19.5K
|
12K
$935K
|
|
|
Jan 29, 2024
Q4 2023
|
Graypoint LLC
|
SELL
|
- |
-262- 1.32% |
$17.3K - $19.8K
|
19.5K
$1.52M
|
|
|
Feb 06, 2024
Q4 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-265- 1.63% |
$17.4K - $20K
|
16K
$1.24M
|
|
|
Feb 09, 2024
Q4 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-269- 2.26% |
$17.7K - $20.3K
|
11.6K
$905K
|
|
|
Jan 31, 2024
Q4 2023
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-275- 35.53% |
$18.1K - $20.8K
|
499
$38.9K
|
|
|
Feb 05, 2024
Q4 2023
|
Ledyard National Bank
|
SELL
|
- |
-279- 1.44% |
$18.4K - $21.1K
|
19K
$1.48M
|
|
|
Feb 07, 2024
Q4 2023
|
Providence First Trust CO
|
SELL
|
- |
-280- 0.49% |
$18.4K - $21.1K
|
56.9K
$4.43M
|
|
|
Jan 12, 2024
Q4 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-289- 1.86% |
$19K - $21.8K
|
15.2K
$1.19M
|
|
|
Jan 30, 2024
Q4 2023
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-292- 3.11% |
$19.2K - $22K
|
9.1K
$709K
|
|
|
Jan 30, 2024
Q4 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-293- 1.89% |
$19.3K - $22.1K
|
15.2K
$1.18M
|
|
|
Feb 05, 2024
Q4 2023
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-293- 0.64% |
$19.3K - $22.1K
|
45.8K
$3.57M
|
|
|
Feb 13, 2024
Q4 2023
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-295- 1.35% |
$19.4K - $22.3K
|
21.6K
$1.68M
|
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-296- 54.71% |
$19.5K - $22.3K
|
245
$19.1K
|
|
|
Jan 04, 2024
Q4 2023
|
Peoples Bank/Ks
Pratt, KS |
SELL
|
- |
-300- 4.25% |
$19.8K - $22.6K
|
6.77K
$527K
|
|
|
Jan 16, 2024
Q4 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-300- 4.27% |
$19.8K - $22.6K
|
6.73K
$524K
|
|
|
Jan 24, 2024
Q4 2023
|
Fishman Jay A LTD
Troy, MI |
SELL
|
- |
-300- 2.39% |
$19.8K - $22.6K
|
12.3K
$954K
|