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
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-300- 2.98% |
$19.8K - $22.6K
|
9.75K
$756K
|
|
|
Feb 09, 2024
Q4 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-305- 0.5% |
$20.1K - $23K
|
60.5K
$4.69M
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-315- 0.47% |
$20.7K - $23.8K
|
67.3K
$5.21M
|
|
|
Feb 02, 2024
Q4 2023
|
Abbrea Capital, LLC
|
SELL
|
- |
-320- 1.03% |
$21.1K - $24.2K
|
30.8K
$2.39M
|
|
|
Feb 12, 2024
Q4 2023
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-322- 0.12% |
$21.2K - $24.3K
|
264K
$20.5M
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
SELL
|
- |
-323- 38.68% |
$21.3K - $24.4K
|
512
$39.7K
|
|
|
Feb 02, 2024
Q4 2023
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-324- 4.82% |
$21.3K - $24.5K
|
6.4K
$496K
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Ozk
|
SELL
|
- |
-329- 1.26% |
$21.7K - $24.8K
|
25.8K
$2M
|
|
|
Feb 07, 2024
Q4 2023
|
Maple Capital Management, Inc.
|
SELL
|
- |
-339- 1.5% |
$22.3K - $25.6K
|
22.3K
$1.73M
|
|
|
Jan 16, 2024
Q4 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-342- 1.01% |
$22.5K - $25.8K
|
33.5K
$2.59M
|
|
|
Jan 09, 2024
Q4 2023
|
Windsor Capital Management, LLC
|
SELL
|
- |
-347- 1.72% |
$22.8K - $26.2K
|
19.8K
$1.54M
|
|
|
Feb 08, 2024
Q4 2023
|
Long Road Investment Counsel, LLC
|
SELL
|
- |
-350- 2.31% |
$23K - $26.4K
|
14.8K
$1.15M
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-350- 6.02% |
$23K - $26.4K
|
5.47K
$424K
|
|
|
Feb 08, 2024
Q4 2023
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-350- 6.63% |
$23K - $26.4K
|
4.93K
$382K
|
|
|
Feb 12, 2024
Q4 2023
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-351- 3.38% |
$23.1K - $26.5K
|
10K
$777K
|
|
|
Jan 29, 2024
Q4 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-362- 0.6% |
$23.8K - $27.3K
|
59.6K
$4.62M
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
SELL
|
- |
-363- 8.16% |
$23.9K - $27.4K
|
4.09K
$317K
|
|
|
Feb 07, 2024
Q4 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-364- 0.21% |
$24K - $27.5K
|
175K
$13.5M
|
|
|
Jan 29, 2024
Q4 2023
|
Tilson Financial Group, Inc.
New Providence, NJ |
SELL
|
- |
-369- 5.35% |
$24.3K - $27.8K
|
6.53K
$506K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-369- 13.83% |
$24.3K - $27.8K
|
2.3K
$178K
|
|
|
Feb 08, 2024
Q4 2023
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-370- 9.69% |
$24.4K - $27.9K
|
3.45K
$267K
|
|
|
Jan 03, 2024
Q4 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-372- 4.36% |
$24.5K - $28.1K
|
8.16K
$632K
|
|
|
Jan 17, 2024
Q4 2023
|
Legacy Bridge, LLC
|
SELL
|
- |
-375- 2.22% |
$24.7K - $28.3K
|
16.5K
$1.28M
|
|
|
Mar 29, 2024
Q4 2023
|
Adirondack Trust CO
|
SELL
|
- |
-377- 3.06% |
$24.8K - $28.5K
|
11.9K
$924K
|
|
|
Jan 22, 2024
Q4 2023
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-390- 6.36% |
$25.7K - $29.4K
|
5.74K
$445K
|
|
|
Jan 09, 2024
Q4 2023
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-392- 4.79% |
$25.8K - $29.6K
|
7.78K
$603K
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-392- 6.1% |
$25.8K - $29.6K
|
6.04K
$468K
|
|
|
Feb 14, 2024
Q4 2023
|
Jsf Financial, LLC
|
SELL
|
- |
-398- 2.88% |
$26.2K - $30K
|
13.4K
$1.04M
|
|
|
Jan 24, 2024
Q4 2023
|
Brickley Wealth Management
|
SELL
|
- |
-400- 0.28% |
$26.3K - $30.2K
|
142K
$11M
|
|
|
Feb 02, 2024
Q4 2023
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-400- 1.55% |
$26.3K - $30.2K
|
25.3K
$1.96M
|
|
|
Feb 07, 2024
Q4 2023
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-400- 10.23% |
$26.3K - $30.2K
|
3.51K
$272K
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-404- 5.27% |
$26.6K - $30.5K
|
7.26K
$563K
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-416- 41.77% |
$27.4K - $31.4K
|
580
$45K
|
|
|
Feb 13, 2024
Q4 2023
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-420- 4.38% |
$27.7K - $31.7K
|
9.17K
$710K
|
|
|
Feb 14, 2024
Q4 2023
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-422- 16.71% |
$27.8K - $31.8K
|
2.1K
$163K
|
|
|
Feb 02, 2024
Q4 2023
|
Community Bank, N.A.
|
SELL
|
- |
-424- 1.26% |
$27.9K - $32K
|
33.4K
$2.59M
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
SELL
|
- |
-427- 7.54% |
$28.1K - $32.2K
|
5.24K
$406K
|
|
|
Jan 23, 2024
Q4 2023
|
First Bancorp, Inc
|
SELL
|
- |
-428- 2.24% |
$28.2K - $32.3K
|
18.7K
$1.45M
|
|
|
Feb 05, 2024
Q4 2023
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-434- 11.74% |
$28.6K - $32.8K
|
3.26K
$253K
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-444- 0.6% |
$29.2K - $33.5K
|
74K
$5.73M
|
|
|
Feb 08, 2024
Q4 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-446- 1.0% |
$29.4K - $33.7K
|
44.3K
$3.43M
|
|
|
Jan 30, 2024
Q4 2023
|
Guidance Capital, Inc
Lousville, KY |
SELL
|
- |
-449- 5.61% |
$29.6K - $33.9K
|
7.56K
$586K
|
|
|
Jan 22, 2024
Q4 2023
|
Monte Financial Group, LLC
|
SELL
|
- |
-450- 6.14% |
$29.6K - $34K
|
6.88K
$533K
|
|
|
Jan 17, 2024
Q4 2023
|
Rede Wealth, LLC
|
SELL
|
- |
-460- 10.85% |
$30.3K - $34.7K
|
3.78K
$293K
|
|
|
Jan 23, 2024
Q4 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-461- 12.94% |
$30.4K - $34.8K
|
3.1K
$240K
|
|
|
Feb 07, 2024
Q4 2023
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-465- 12.92% |
$30.6K - $35.1K
|
3.14K
$243K
|
|
|
Feb 14, 2024
Q4 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-466- 7.57% |
$30.7K - $35.2K
|
5.69K
$441K
|
|
|
Jan 04, 2024
Q4 2023
|
Arden Trust CO
|
SELL
|
- |
-468- 10.22% |
$30.8K - $35.3K
|
4.11K
$319K
|
|
|
Jan 09, 2024
Q4 2023
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-470- 12.11% |
$30.9K - $35.5K
|
3.41K
$264K
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-474- 4.91% |
$31.2K - $35.8K
|
9.18K
$711K
|