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 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-722- 10.22% |
$47.5K - $54.5K
|
6.35K
$492K
|
|
|
Feb 14, 2024
Q4 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-725- 1.96% |
$47.7K - $54.7K
|
36.3K
$2.81M
|
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
SELL
|
- |
-735- 3.43% |
$48.4K - $55.5K
|
20.7K
$1.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-747- 2.86% |
$49.2K - $56.4K
|
25.4K
$1.97M
|
|
|
Jan 10, 2024
Q4 2023
|
City Holding CO
|
SELL
|
- |
-750- 1.23% |
$49.4K - $56.6K
|
60.2K
$4.67M
|
|
|
Jan 17, 2024
Q4 2023
|
Sage Financial Management Group, Inc.
|
SELL
|
- |
-754- 0.83% |
$49.6K - $56.9K
|
89.7K
$6.95M
|
|
|
Feb 07, 2024
Q4 2023
|
Eq LLC
Mercer Island, WA |
SELL
|
- |
-754- 0.72% |
$49.6K - $56.9K
|
104K
$8.06M
|
|
|
Feb 08, 2024
Q4 2023
|
Orin Green Financial, LLC
|
SELL
|
- |
-761- 0.69% |
$50.1K - $57.4K
|
109K
$8.47M
|
|
|
Jan 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-764- 0.95% |
$50.3K - $57.7K
|
79.5K
$6.16M
|
|
|
Feb 13, 2024
Q4 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-768- 1.16% |
$50.6K - $58K
|
65.5K
$5.08M
|
|
|
Jan 19, 2024
Q4 2023
|
Caerus Investment Advisors, LLC
|
SELL
|
- |
-783- 0.97% |
$51.6K - $59.1K
|
80.2K
$6.22M
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-784- 5.99% |
$51.6K - $59.2K
|
12.3K
$953K
|
|
|
Jan 22, 2024
Q4 2023
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-788- 3.73% |
$51.9K - $59.5K
|
20.4K
$1.58M
|
|
|
Jan 12, 2024
Q4 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-800- 6.32% |
$52.7K - $60.4K
|
11.9K
$920K
|
|
|
Feb 14, 2024
Q4 2023
|
Wealth Architects, LLC
|
SELL
|
- |
-830- 13.31% |
$54.6K - $62.6K
|
5.41K
$419K
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-841- 1.64% |
$55.4K - $63.5K
|
50.5K
$3.91M
|
|
|
Jan 03, 2024
Q4 2023
|
Lbj Family Wealth Advisors, Ltd.
|
SELL
|
- |
-856- 0.89% |
$56.4K - $64.6K
|
95.4K
$7.4M
|
|
|
Jan 08, 2024
Q4 2023
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-857- 24.03% |
$56.4K - $64.7K
|
2.71K
$210K
|
|
|
Jan 17, 2024
Q4 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-868- 6.25% |
$57.1K - $65.5K
|
13K
$1.01M
|
|
|
Jan 17, 2024
Q4 2023
|
Riversedge Advisors, LLC
|
SELL
|
- |
-871- 21.26% |
$57.3K - $65.7K
|
3.23K
$250K
|
|
|
Jan 16, 2024
Q4 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-874- 1.82% |
$57.5K - $66K
|
47.1K
$3.65M
|
|
|
Feb 06, 2024
Q4 2023
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-878- 1.23% |
$57.8K - $66.3K
|
70.4K
$5.45M
|
|
|
Feb 06, 2024
Q4 2023
|
Petix & Botte CO
|
SELL
|
- |
-878- 13.67% |
$57.8K - $66.3K
|
5.55K
$430K
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-888- 4.2% |
$58.5K - $67K
|
20.3K
$1.57M
|
|
|
Feb 13, 2024
Q4 2023
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-896- 3.0% |
$59K - $67.6K
|
28.9K
$2.24M
|
|
|
Feb 07, 2024
Q4 2023
|
Heritage Investors Management Corp
|
SELL
|
- |
-912- 0.7% |
$60K - $68.8K
|
129K
$9.97M
|
|
|
Jan 16, 2024
Q4 2023
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-922- 0.17% |
$60.7K - $69.6K
|
531K
$41.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-923- 1.57% |
$60.8K - $69.7K
|
57.9K
$4.49M
|
|
|
Feb 12, 2024
Q4 2023
|
Esl Trust Services, LLC
|
SELL
|
- |
-925- 8.28% |
$60.9K - $69.8K
|
10.2K
$794K
|
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-939- 60.08% |
$61.8K - $70.9K
|
624
$48.4K
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-950- 2.65% |
$62.5K - $71.7K
|
34.9K
$2.71M
|
|
|
Feb 01, 2024
Q4 2023
|
Acas, LLC
|
SELL
|
- |
-968- 2.87% |
$63.7K - $73.1K
|
32.7K
$2.54M
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-970- 0.55% |
$63.9K - $73.2K
|
175K
$13.6M
|
|
|
May 10, 2024
Q4 2023
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-979- 26.06% |
$64.5K - $73.9K
|
2.78K
$215K
|
|
|
Jan 09, 2024
Q4 2023
|
Charles Schwab Trust CO
|
SELL
|
- |
-980- 16.53% |
$64.5K - $74K
|
4.95K
$384K
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-986- 4.23% |
$64.9K - $74.4K
|
22.3K
$1.73M
|
|
|
Feb 12, 2024
Q4 2023
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-986- 10.41% |
$64.9K - $74.4K
|
8.49K
$658K
|
|
|
Feb 14, 2024
Q4 2023
|
Connors Investor Services Inc
Wyomissing, PA |
SELL
|
- |
-990- 1.46% |
$65.2K - $74.7K
|
66.9K
$5.19M
|
|
|
Feb 09, 2024
Q4 2023
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-991- 9.41% |
$65.2K - $74.8K
|
9.54K
$739K
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-999- 13.9% |
$65.8K - $75.4K
|
6.19K
$480K
|
|
|
Feb 08, 2024
Q4 2023
|
1 St Source Bank
|
SELL
|
- |
-1K- 0.23% |
$66K - $75.7K
|
437K
$33.8M
|
|
|
Jan 08, 2024
Q4 2023
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-1K- 29.63% |
$66.1K - $75.8K
|
2.39K
$185K
|
|
|
Jan 25, 2024
Q4 2023
|
Wolff Financial Management LLC
|
SELL
|
- |
-1.01K- 5.47% |
$66.8K - $76.5K
|
17.5K
$1.36M
|
|
|
Jan 11, 2024
Q4 2023
|
Trilogy Capital Inc.
|
SELL
|
- |
-1.02K- 14.17% |
$67K - $76.8K
|
6.17K
$478K
|
|
|
Jan 31, 2024
Q4 2023
|
American Financial Advisors, LLC
|
SELL
|
- |
-1.05K- 2.61% |
$68.9K - $78.9K
|
39K
$3.02M
|
|
|
Jan 24, 2024
Q4 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-1.05K- 1.01% |
$69.1K - $79.2K
|
103K
$8M
|
|
|
Jan 31, 2024
Q4 2023
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-1.06K- 23.77% |
$69.7K - $79.8K
|
3.39K
$263K
|
|
|
Feb 14, 2024
Q4 2023
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-1.06K- 27.28% |
$69.9K - $80.1K
|
2.83K
$219K
|
|
|
Jan 31, 2024
Q4 2023
|
Eukles Asset Management
|
SELL
|
- |
-1.06K- 4.47% |
$70K - $80.2K
|
22.7K
$1.76M
|
|
|
Jan 23, 2024
Q4 2023
|
Howland Capital Management LLC
|
SELL
|
- |
-1.07K- 10.03% |
$70.6K - $80.9K
|
9.62K
$745K
|