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 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
6.36K+ 45.48% |
$419K - $480K
|
20.4K
$1.58M
|
|
|
Mar 01, 2024
Q4 2023
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
BUY
|
- |
6.31KNew |
$415K - $476K
|
6.31K
$489K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
6.21K+ 15.38% |
$409K - $469K
|
46.6K
$3.61M
|
|
|
Feb 05, 2024
Q4 2023
|
Prosperity Planning, Inc.
|
BUY
|
- |
6.21K+ 2.92% |
$409K - $468K
|
219K
$17M
|
|
|
Feb 13, 2024
Q4 2023
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
6.15K+ 13.88% |
$405K - $464K
|
50.4K
$3.91M
|
|
|
Feb 14, 2024
Q4 2023
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
6.05KNew |
$398K - $456K
|
6.05K
$469K
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
6.03K+ 13.71% |
$397K - $455K
|
50K
$3.88M
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
5.92KNew |
$390K - $447K
|
5.92K
$459K
|
|
|
Feb 05, 2024
Q4 2023
|
Victory Capital Management Inc
|
BUY
|
- |
5.82K+ 87.58% |
$383K - $439K
|
12.5K
$965K
|
|
|
Jan 12, 2024
Q4 2023
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
5.78K+ 25.0% |
$381K - $436K
|
28.9K
$2.24M
|
|
|
Feb 13, 2024
Q4 2023
|
Valley Financial Group, Inc.
Ambler, PA |
BUY
|
- |
5.73KNew |
$377K - $432K
|
5.73K
$444K
|
|
|
Jul 24, 2024
Q4 2023
|
Farrell Financial LLC
Orchard Park, NY |
BUY
|
- |
5.71KNew |
$376K - $431K
|
5.71K
$442K
|
|
|
Feb 14, 2024
Q4 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
5.66K+ 122.02% |
$373K - $427K
|
10.3K
$799K
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
5.66KNew |
$372K - $427K
|
5.66K
$438K
|
|
|
Feb 09, 2024
Q4 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
5.6K+ 1.53% |
$369K - $423K
|
372K
$28.9M
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
5.48K+ 41.42% |
$361K - $413K
|
18.7K
$1.45M
|
|
|
Feb 14, 2024
Q4 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
5.44K+ 4.42% |
$358K - $411K
|
129K
$9.97M
|
|
|
Jan 09, 2024
Q4 2023
|
Central Bank & Trust CO
|
BUY
|
- |
5.43K+ 4.47% |
$358K - $410K
|
127K
$9.84M
|
|
|
Feb 08, 2024
Q4 2023
|
Zeit Capital LLC
|
BUY
|
- |
5.43K+ 207.33% |
$358K - $410K
|
8.05K
$624K
|
|
|
Feb 06, 2024
Q4 2023
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
5.41K+ 3.86% |
$356K - $409K
|
146K
$11.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5.26K+ 38.32% |
$346K - $397K
|
19K
$1.47M
|
|
|
Jan 09, 2024
Q4 2023
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
5.23K+ 4.4% |
$344K - $395K
|
124K
$9.61M
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
5.19K+ 5.44% |
$342K - $391K
|
101K
$7.79M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
5.16K+ 26.78% |
$340K - $389K
|
24.4K
$1.89M
|
|
|
Feb 09, 2024
Q4 2023
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
5.16KNew |
$340K - $389K
|
5.16K
$400K
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
5.13K+ 1.84% |
$337K - $387K
|
284K
$22M
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
5.12K+ 3.52% |
$337K - $387K
|
151K
$11.7M
|
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
5.12KNew |
$337K - $387K
|
5.12K
$397K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
5.12K+ 5.48% |
$337K - $386K
|
98.5K
$7.63M
|
|
|
Feb 09, 2024
Q4 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
5.06KNew |
$333K - $382K
|
5.06K
$392K
|
|
|
Feb 09, 2024
Q4 2023
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
5.02K+ 0.19% |
$331K - $379K
|
2.69M
$208M
|
|
|
Jan 22, 2024
Q4 2023
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
5.02KNew |
$330K - $379K
|
5.02K
$389K
|
|
|
Feb 05, 2024
Q4 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
4.97K+ 36.06% |
$327K - $375K
|
18.7K
$1.45M
|
|
|
Jan 22, 2024
Q4 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
4.96K+ 3.51% |
$327K - $374K
|
146K
$11.3M
|
|
|
Jan 09, 2024
Q4 2023
|
Defined Wealth Management, LLC
|
BUY
|
- |
4.96K+ 13.12% |
$326K - $374K
|
42.7K
$3.31M
|
|
|
Jan 08, 2024
Q4 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
4.94K+ 90.77% |
$325K - $373K
|
10.4K
$804K
|
|
|
Feb 08, 2024
Q4 2023
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
4.91KNew |
$324K - $371K
|
4.91K
$381K
|
|
|
Jan 24, 2024
Q4 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
4.87K+ 3.43% |
$321K - $368K
|
147K
$11.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
4.85K+ 9.89% |
$319K - $366K
|
53.9K
$4.18M
|
|
|
Jan 22, 2024
Q4 2023
|
Capital Advantage, Inc.
|
BUY
|
- |
4.78K+ 16.14% |
$315K - $361K
|
34.4K
$2.66M
|
|
|
Feb 06, 2024
Q4 2023
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
4.75KNew |
$313K - $358K
|
4.75K
$368K
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
4.75K+ 3.4% |
$313K - $358K
|
145K
$11.2M
|
|
|
Jan 29, 2024
Q4 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
4.74KNew |
$312K - $358K
|
4.74K
$368K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
4.7K+ 9.69% |
$309K - $355K
|
53.2K
$4.12M
|
|
|
Jan 29, 2024
Q4 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
4.69K+ 3.27% |
$309K - $354K
|
148K
$11.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
4.67K+ 1.6% |
$308K - $353K
|
296K
$22.9M
|
|
|
Feb 02, 2024
Q4 2023
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
BUY
|
- |
4.66KNew |
$307K - $351K
|
4.66K
$361K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
4.63K+ 1209.66% |
$305K - $350K
|
5.02K
$389K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
4.63K+ 54.93% |
$305K - $350K
|
13.1K
$1.01M
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
4.63K+ 59.06% |
$305K - $349K
|
12.5K
$966K
|