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 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
4.61K+ 75.92% |
$303K - $348K
|
10.7K
$832K
|
|
|
Jan 23, 2024
Q4 2023
|
Crown Wealth Group, LLC
|
BUY
|
- |
4.6KNew |
$303K - $347K
|
4.6K
$358K
|
|
|
Feb 09, 2024
Q4 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
4.55KNew |
$299K - $343K
|
4.55K
$354K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
4.5KNew |
$296K - $339K
|
4.5K
$350K
|
|
|
Jan 18, 2024
Q4 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
4.48KNew |
$295K - $338K
|
4.48K
$349K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
4.47K+ 7.59% |
$294K - $338K
|
63.4K
$4.94M
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
4.42K+ 239.42% |
$291K - $334K
|
6.27K
$488K
|
|
|
Feb 06, 2024
Q4 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
4.39KNew |
$289K - $331K
|
4.39K
$342K
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
4.36KNew |
$287K - $329K
|
4.36K
$340K
|
|
|
Feb 13, 2024
Q4 2023
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
4.35KNew |
$286K - $328K
|
4.35K
$339K
|
|
|
Feb 06, 2024
Q4 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
4.33KNew |
$285K - $327K
|
4.33K
$337K
|
|
|
Jan 09, 2024
Q4 2023
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
4.3KNew |
$283K - $324K
|
4.3K
$335K
|
|
|
Feb 14, 2024
Q4 2023
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
4.29KNew |
$282K - $324K
|
4.29K
$334K
|
|
|
Jan 08, 2024
Q4 2023
|
Tompkins Financial Corp
|
BUY
|
- |
4.23K+ 31.95% |
$279K - $320K
|
17.5K
$1.36M
|
|
|
Jan 16, 2024
Q4 2023
|
Oldfather Financial Services, LLC
|
BUY
|
- |
4.22K+ 4.37% |
$278K - $318K
|
101K
$7.85M
|
|
|
Jan 16, 2024
Q4 2023
|
Bill Few Associates, Inc.
|
BUY
|
- |
4.21KNew |
$277K - $318K
|
4.21K
$328K
|
|
|
Feb 12, 2024
Q4 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
4.17KNew |
$275K - $315K
|
4.17K
$325K
|
|
|
Feb 07, 2024
Q4 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
4.16K+ 8.0% |
$274K - $314K
|
56.2K
$4.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
4.13K+ 123.61% |
$272K - $312K
|
7.47K
$582K
|
|
|
Jan 31, 2024
Q4 2023
|
Davidson Trust CO
|
BUY
|
- |
4.13K+ 25.33% |
$272K - $312K
|
20.4K
$1.59M
|
|
|
Feb 09, 2024
Q4 2023
|
Betterment LLC
New York, NY |
BUY
|
- |
4.12K+ 30.65% |
$271K - $311K
|
17.6K
$1.37M
|
|
|
Feb 05, 2024
Q4 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
4.11K+ 15.32% |
$270K - $310K
|
30.9K
$2.41M
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
BUY
|
- |
4.1K+ 70.11% |
$270K - $309K
|
9.95K
$775K
|
|
|
Jan 17, 2024
Q4 2023
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
4.1KNew |
$270K - $309K
|
4.1K
$319K
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
4.07K+ 8.99% |
$268K - $307K
|
49.3K
$3.84M
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
4.06KNew |
$267K - $306K
|
4.06K
$316K
|
|
|
Jan 08, 2024
Q4 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
4.04K+ 8.32% |
$266K - $305K
|
52.7K
$4.1M
|
|
|
Jan 29, 2024
Q4 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
4K+ 13.62% |
$263K - $302K
|
33.3K
$2.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Center Star Asset Management, LLC
|
BUY
|
- |
3.97KNew |
$262K - $300K
|
3.97K
$310K
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
3.96K+ 7.59% |
$261K - $299K
|
56.2K
$4.38M
|
|
|
Feb 13, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
3.91KNew |
$257K - $295K
|
3.91K
$304K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3.88K+ 21.37% |
$255K - $293K
|
22K
$1.72M
|
|
|
Jan 18, 2024
Q4 2023
|
Successful Portfolios LLC
|
BUY
|
- |
3.85KNew |
$253K - $290K
|
3.85K
$300K
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
3.84K+ 76.44% |
$253K - $290K
|
8.86K
$690K
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
3.81K+ 5080.0% |
$251K - $288K
|
3.89K
$303K
|
|
|
Feb 13, 2024
Q4 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
3.8KNew |
$250K - $287K
|
3.8K
$296K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
3.79K+ 8.39% |
$250K - $286K
|
49K
$3.81M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.79K+ 4.55% |
$249K - $286K
|
87K
$6.78M
|
|
|
Feb 12, 2024
Q4 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
3.72KNew |
$245K - $281K
|
3.72K
$290K
|
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
3.67K+ 12.81% |
$241K - $277K
|
32.3K
$2.51M
|
|
|
Feb 07, 2024
Q4 2023
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
3.64K+ 3435.85% |
$240K - $275K
|
3.75K
$292K
|
|
|
Jan 30, 2024
Q4 2023
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
3.58K+ 5.48% |
$236K - $270K
|
68.9K
$5.37M
|
|
|
Jan 08, 2024
Q4 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
3.45KNew |
$227K - $260K
|
3.45K
$269K
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
3.42K+ 18.37% |
$225K - $258K
|
22K
$1.72M
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
3.42K+ 5.87% |
$225K - $258K
|
61.6K
$4.8M
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
3.4KNew |
$224K - $256K
|
3.4K
$265K
|
|
|
Feb 13, 2024
Q4 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
3.39K+ 4.77% |
$223K - $256K
|
74.4K
$5.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Alley Investment Management Company, LLC
|
BUY
|
- |
3.37K+ 54.48% |
$222K - $255K
|
9.57K
$745K
|
|
|
Feb 12, 2024
Q4 2023
|
Ballentine Capital Advisors, Inc
Greenville, SC |
BUY
|
- |
3.36KNew |
$221K - $254K
|
3.36K
$262K
|
|
|
Feb 09, 2024
Q4 2023
|
Kraft Asset Management, LLC
|
BUY
|
- |
3.35KNew |
$220K - $252K
|
3.35K
$261K
|