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 14, 2024
Q4 2023
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
23.5K+ 4.93% |
$1.55M - $1.77M
|
500K
$38.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
23.2K+ 47.32% |
$1.53M - $1.75M
|
72.3K
$5.61M
|
|
|
Feb 09, 2024
Q4 2023
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
23K+ 96.05% |
$1.51M - $1.73M
|
46.8K
$3.63M
|
|
|
Jan 25, 2024
Q4 2023
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
22.5K+ 128.13% |
$1.48M - $1.7M
|
40.1K
$3.11M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
22.5K+ 52.14% |
$1.48M - $1.7M
|
65.6K
$5.08M
|
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
22.2K+ 335.72% |
$1.46M - $1.68M
|
28.8K
$2.23M
|
|
|
Feb 09, 2024
Q4 2023
|
Imc Chicago, LLC
|
BUY
|
- |
22.2KNew |
$1.46M - $1.68M
|
22.2K
$1.72M
|
|
|
Feb 16, 2024
Q4 2023
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
22.1KNew |
$1.46M - $1.67M
|
22.1K
$1.72M
|
|
|
Jan 03, 2024
Q4 2023
|
Stairway Partners, LLC
|
BUY
|
- |
21.5K+ 0.87% |
$1.42M - $1.62M
|
2.48M
$193M
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
21.4K+ 3.6% |
$1.41M - $1.61M
|
614K
$47.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
21.2K+ 1.77% |
$1.4M - $1.6M
|
1.22M
$94.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
21KNew |
$1.38M - $1.58M
|
21K
$1.63M
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
20.9K+ 11.91% |
$1.38M - $1.58M
|
197K
$15.2M
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
20.8K+ 38.88% |
$1.37M - $1.57M
|
74.1K
$5.74M
|
|
|
Feb 09, 2024
Q4 2023
|
Resolute Advisors LLC
|
BUY
|
- |
20.5K+ 29.15% |
$1.35M - $1.55M
|
90.9K
$7.05M
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
20.4K+ 20.28% |
$1.35M - $1.54M
|
121K
$9.4M
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
20.4KNew |
$1.34M - $1.54M
|
20.4K
$1.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
20.2KNew |
$1.33M - $1.52M
|
20.2K
$1.56M
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
20.1KNew |
$1.33M - $1.52M
|
20.1K
$1.56M
|
|
|
Feb 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
19.8K+ 12.8% |
$1.31M - $1.5M
|
175K
$13.6M
|
|
|
Jan 12, 2024
Q4 2023
|
Paragon Capital Management LTD
|
BUY
|
- |
19.6K+ 45.61% |
$1.29M - $1.48M
|
62.6K
$4.85M
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
19.6K+ 330.62% |
$1.29M - $1.48M
|
25.5K
$1.98M
|
|
|
Feb 07, 2024
Q4 2023
|
Innova Wealth Partners
|
BUY
|
- |
19.2KNew |
$1.27M - $1.45M
|
19.2K
$1.49M
|
|
|
Jan 09, 2024
Q4 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
19.2K+ 68.81% |
$1.26M - $1.45M
|
47.1K
$3.65M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
19.2K+ 11.15% |
$1.26M - $1.45M
|
191K
$14.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
19.2K+ 5.5% |
$1.26M - $1.45M
|
367K
$28.5M
|
|
|
Jan 29, 2024
Q4 2023
|
Hardman Johnston Global Advisors LLC
|
BUY
|
- |
19.1KNew |
$1.26M - $1.44M
|
19.1K
$1.48M
|
|
|
Feb 12, 2024
Q4 2023
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
18.9K+ 134.82% |
$1.24M - $1.42M
|
32.9K
$2.55M
|
|
|
Sep 30, 2024
Q4 2023
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
18.9K+ 134.82% |
$1.24M - $1.42M
|
32.9K
$2.55M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
18.8K+ 14.74% |
$1.24M - $1.42M
|
147K
$11.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Colony Family Offices, LLC
|
BUY
|
- |
18.6K+ 830.74% |
$1.22M - $1.4M
|
20.8K
$1.61M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
17.7KNew |
$1.17M - $1.34M
|
17.7K
$1.37M
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
17.7K+ 16.69% |
$1.16M - $1.33M
|
123K
$9.57M
|
|
|
Feb 02, 2024
Q4 2023
|
Tap Consulting, LLC
|
BUY
|
- |
17.6K+ 35.77% |
$1.16M - $1.33M
|
66.7K
$5.17M
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
17.5K+ 39.22% |
$1.15M - $1.32M
|
62.1K
$4.81M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
17.5K+ 5.41% |
$1.15M - $1.32M
|
340K
$26.3M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
17.2K+ 68.68% |
$1.13M - $1.3M
|
42.2K
$3.27M
|
|
|
Feb 02, 2024
Q4 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
17.2K+ 2.62% |
$1.13M - $1.29M
|
673K
$52.1M
|
|
|
Jan 08, 2024
Q4 2023
|
Curated Wealth Partners LLC
|
BUY
|
- |
16.9K+ 110.41% |
$1.11M - $1.27M
|
32.2K
$2.49M
|
|
|
Feb 02, 2024
Q4 2023
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
16.8K+ 219.26% |
$1.11M - $1.27M
|
24.4K
$1.89M
|
|
|
Jan 18, 2024
Q4 2023
|
Parisi Gray Wealth Management
|
BUY
|
- |
16.7K+ 37.28% |
$1.1M - $1.26M
|
61.5K
$4.77M
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
16.5K+ 18.69% |
$1.08M - $1.24M
|
105K
$8.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
16.4KNew |
$1.08M - $1.24M
|
16.4K
$1.27M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
16.1K+ 3.9% |
$1.06M - $1.22M
|
430K
$33.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Bontempo Ohly Capital Mgmt LLC
Bethesda, MD |
BUY
|
- |
16.1K+ 2.43% |
$1.06M - $1.21M
|
678K
$52.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
16K+ 43.0% |
$1.06M - $1.21M
|
53.3K
$4.13M
|
|
|
Jan 10, 2024
Q4 2023
|
Aries Wealth Management
|
BUY
|
- |
15.7K+ 24.21% |
$1.03M - $1.18M
|
80.4K
$6.23M
|
|
|
Feb 12, 2024
Q4 2023
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
15.4KNew |
$1.02M - $1.16M
|
15.4K
$1.2M
|
|
|
Jan 11, 2024
Q4 2023
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
15.4K+ 248.31% |
$1.02M - $1.16M
|
21.6K
$1.68M
|
|
|
Feb 09, 2024
Q4 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
15.2K+ 1.84% |
$1M - $1.15M
|
841K
$65.2M
|