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
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
48.6K+ 70.02% |
$3.2M - $3.67M
|
118K
$9.15M
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
47.6K+ 190.36% |
$3.13M - $3.59M
|
72.6K
$5.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
47.6K+ 16.34% |
$3.13M - $3.59M
|
339K
$26.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
47.3K+ 98.78% |
$3.11M - $3.57M
|
95.2K
$7.38M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
46.8K+ 2.41% |
$3.08M - $3.54M
|
1.99M
$155M
|
|
|
Feb 06, 2024
Q4 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
46.2K+ 3.15% |
$3.04M - $3.49M
|
1.51M
$117M
|
|
|
Feb 07, 2024
Q4 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
44.6KNew |
$2.94M - $3.37M
|
44.6K
$3.46M
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
44.3KNew |
$2.92M - $3.34M
|
44.3K
$3.43M
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
BUY
|
- |
43.4K+ 6.66% |
$2.86M - $3.28M
|
695K
$53.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
43.3K+ 69.83% |
$2.85M - $3.27M
|
105K
$8.16M
|
|
|
Feb 08, 2024
Q4 2023
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
42.4K+ 71.65% |
$2.79M - $3.2M
|
102K
$7.87M
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
42.1K+ 15.8% |
$2.77M - $3.17M
|
308K
$23.9M
|
|
|
Jan 31, 2024
Q4 2023
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
41.2K+ 22.02% |
$2.71M - $3.11M
|
228K
$17.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
39.5K+ 57.25% |
$2.6M - $2.98M
|
109K
$8.42M
|
|
|
Feb 14, 2024
Q4 2023
|
Urban Financial Advisory Corp
Chicago, IL |
BUY
|
- |
38.8KNew |
$2.56M - $2.93M
|
38.8K
$3.01M
|
|
|
Jan 08, 2024
Q4 2023
|
Country Trust Bank
|
BUY
|
- |
38.6K+ 111.73% |
$2.54M - $2.91M
|
73.1K
$5.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
37.6K+ 3.21% |
$2.48M - $2.84M
|
1.21M
$93.7M
|
|
|
Feb 22, 2024
Q4 2023
|
Sun Life Financial Inc
Toronto, A6 |
BUY
|
- |
37.6K+ 1227.19% |
$2.47M - $2.83M
|
40.6K
$3.15M
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
36.6K+ 5.26% |
$2.41M - $2.77M
|
733K
$56.8M
|
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
36.6KNew |
$2.41M - $2.76M
|
36.6K
$2.83M
|
|
|
Feb 13, 2024
Q4 2023
|
Select Asset Management & Trust
Mechanicsburg, PA |
BUY
|
- |
36.3K+ 25.62% |
$2.39M - $2.74M
|
178K
$13.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Darwin Advisors, LLC
|
BUY
|
- |
34.8K+ 24.23% |
$2.29M - $2.62M
|
178K
$13.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
34K+ 42.95% |
$2.24M - $2.56M
|
113K
$8.76M
|
|
|
Apr 09, 2024
Q4 2023
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
33.4KNew |
$2.2M - $2.52M
|
33.4K
$2.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
32.3K+ 4.95% |
$2.13M - $2.44M
|
686K
$53.1M
|
|
|
Apr 30, 2024
Q4 2023
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
31.9KNew |
$2.1M - $2.4M
|
31.9K
$2.47M
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
31.7K+ 645.32% |
$2.08M - $2.39M
|
36.6K
$2.83M
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
31.4K+ 13.83% |
$2.07M - $2.37M
|
258K
$20M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
31.2KNew |
$2.05M - $2.35M
|
31.2K
$2.41M
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
30.3K+ 1.82% |
$2M - $2.29M
|
1.7M
$131M
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
30.1K+ 2.89% |
$1.98M - $2.27M
|
1.07M
$83M
|
|
|
Feb 27, 2024
Q4 2023
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
30KNew |
$1.98M - $2.27M
|
30K
$2.33M
|
|
|
Feb 07, 2024
Q4 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
29.9K+ 25.83% |
$1.97M - $2.26M
|
146K
$11.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
29.6K+ 699.03% |
$1.95M - $2.24M
|
33.9K
$2.63M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
29.3K+ 1023.55% |
$1.93M - $2.21M
|
32.2K
$2.49M
|
|
|
Apr 24, 2024
Q4 2023
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
28.9KNew |
$1.91M - $2.18M
|
28.9K
$2.24M
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
28.6K+ 15.7% |
$1.88M - $2.16M
|
211K
$16.3M
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
28.3K+ 4.3% |
$1.87M - $2.14M
|
687K
$53.2M
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
BUY
|
- |
27K+ 18.53% |
$1.78M - $2.04M
|
173K
$13.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
26.3KNew |
$1.73M - $1.99M
|
26.3K
$2.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
25.8K+ 202.09% |
$1.7M - $1.95M
|
38.6K
$2.99M
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
25.3KNew |
$1.66M - $1.91M
|
25.3K
$1.96M
|
|
|
Feb 06, 2024
Q4 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
24.6K+ 101.2% |
$1.62M - $1.86M
|
49K
$3.79M
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
24.6K+ 5.27% |
$1.62M - $1.86M
|
491K
$38M
|
|
|
Jan 30, 2024
Q4 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
24.4KNew |
$1.61M - $1.84M
|
24.4K
$1.89M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
23.9K+ 1.26% |
$1.57M - $1.8M
|
1.92M
$149M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
23.9K+ 12.79% |
$1.57M - $1.8M
|
210K
$16.3M
|
|
|
Jan 22, 2024
Q4 2023
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
23.7KNew |
$1.56M - $1.79M
|
23.7K
$1.84M
|
|
|
Feb 15, 2024
Q4 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
23.6K+ 38.28% |
$1.55M - $1.78M
|
85.2K
$6.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
23.6K+ 2.24% |
$1.55M - $1.78M
|
1.07M
$83.3M
|