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
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
59+ 1.13% |
$3.88K - $4.45K
|
5.29K
$422K
|
|
|
Jan 24, 2024
Q4 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
58+ 1.89% |
$3.82K - $4.38K
|
3.12K
$249K
|
|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
57+ 21.19% |
$3.75K - $4.3K
|
326
$26K
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
56+ 1.5% |
$3.69K - $4.23K
|
3.78K
$301K
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
54New |
$3.56K - $4.08K
|
54
$4.3K
|
|
|
Feb 02, 2024
Q4 2023
|
Delta Investment Management, LLC
|
BUY
|
- |
52+ 1.23% |
$3.42K - $3.92K
|
4.28K
$341K
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
51+ 20.56% |
$3.36K - $3.85K
|
299
$23.8K
|
|
|
Feb 07, 2024
Q4 2023
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
50+ 0.07% |
$3.29K - $3.77K
|
67.7K
$5.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
50+ 1.24% |
$3.29K - $3.77K
|
4.07K
$324K
|
|
|
Jan 26, 2024
Q4 2023
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
46+ 0.27% |
$3.03K - $3.47K
|
17.4K
$1.39M
|
|
|
Feb 09, 2024
Q4 2023
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
45+ 1.23% |
$2.96K - $3.4K
|
3.7K
$295K
|
|
|
Feb 14, 2024
Q4 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
45+ 1.12% |
$2.96K - $3.4K
|
4.06K
$323K
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
44+ 0.02% |
$2.9K - $3.32K
|
194K
$15.5M
|
|
|
Jan 30, 2024
Q4 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
41+ 0.83% |
$2.7K - $3.09K
|
5K
$398K
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
41+ 1.26% |
$2.7K - $3.09K
|
3.29K
$262K
|
|
|
Feb 05, 2024
Q4 2023
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
41+ 0.45% |
$2.7K - $3.09K
|
9.11K
$726K
|
|
|
Feb 07, 2024
Q4 2023
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
40+ 0.68% |
$2.63K - $3.02K
|
5.93K
$472K
|
|
|
Feb 12, 2024
Q4 2023
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
40+ 0.66% |
$2.63K - $3.02K
|
6.11K
$487K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
39+ 0.85% |
$2.57K - $2.94K
|
4.62K
$368K
|
|
|
Jan 11, 2024
Q4 2023
|
Avity Investment Management Inc.
|
BUY
|
- |
38+ 0.34% |
$2.5K - $2.87K
|
11.2K
$890K
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
37+ 0.71% |
$2.44K - $2.79K
|
5.28K
$420K
|
|
|
Jan 12, 2024
Q4 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
36+ 0.41% |
$2.37K - $2.72K
|
8.92K
$710K
|
|
|
Jan 26, 2024
Q4 2023
|
Krilogy Financial LLC
|
BUY
|
- |
36+ 0.05% |
$2.37K - $2.72K
|
68.9K
$5.48M
|
|
|
Feb 14, 2024
Q4 2023
|
Evensky & Katz LLC
|
BUY
|
- |
35+ 1.16% |
$2.3K - $2.64K
|
3.05K
$243K
|
|
|
Jan 10, 2024
Q4 2023
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
34+ 0.34% |
$2.24K - $2.57K
|
10.1K
$804K
|
|
|
Jan 26, 2024
Q4 2023
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
34+ 0.94% |
$2.24K - $2.57K
|
3.65K
$291K
|
|
|
Feb 05, 2024
Q4 2023
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
34+ 0.03% |
$2.24K - $2.57K
|
100K
$7.96M
|
|
|
Jan 31, 2024
Q4 2023
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
31+ 1.05% |
$2.04K - $2.34K
|
2.97K
$237K
|
|
|
Feb 02, 2024
Q4 2023
|
Morling Financial Advisors, LLC
|
BUY
|
- |
30+ 0.85% |
$1.98K - $2.26K
|
3.56K
$284K
|
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
29+ 0.96% |
$1.91K - $2.19K
|
3.06K
$244K
|
|
|
Feb 12, 2024
Q4 2023
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
28+ 0.78% |
$1.84K - $2.11K
|
3.62K
$288K
|
|
|
Feb 13, 2024
Q4 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
27+ 0.88% |
$1.78K - $2.04K
|
3.1K
$247K
|
|
|
Jan 22, 2024
Q4 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
25+ 0.09% |
$1.65K - $1.89K
|
27.8K
$2.21M
|
|
|
Feb 12, 2024
Q4 2023
|
Holistic Financial Partners
|
BUY
|
- |
25+ 0.19% |
$1.65K - $1.89K
|
13.1K
$1.04M
|
|
|
Jan 23, 2024
Q4 2023
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
23+ 0.52% |
$1.51K - $1.74K
|
4.45K
$354K
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
23+ 0.56% |
$1.51K - $1.74K
|
4.11K
$327K
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
23+ 0.56% |
$1.51K - $1.74K
|
4.11K
$327K
|
|
|
Feb 13, 2024
Q4 2023
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
21+ 0.52% |
$1.38K - $1.58K
|
4.08K
$325K
|
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
20+ 0.42% |
$1.32K - $1.51K
|
4.79K
$381K
|
|
|
Jan 17, 2024
Q4 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
18+ 1.23% |
$1.19K - $1.36K
|
1.48K
$118K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
17+ 1.1% |
$1.12K - $1.28K
|
1.56K
$124K
|
|
|
Feb 05, 2024
Q4 2023
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
17+ 0.24% |
$1.12K - $1.28K
|
7.2K
$573K
|
|
|
Feb 14, 2024
Q4 2023
|
Index Fund Advisors, Inc.
|
BUY
|
- |
17+ 0.34% |
$1.12K - $1.28K
|
5.08K
$405K
|
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
16+ 0.44% |
$1.05K - $1.21K
|
3.66K
$291K
|
|
|
Apr 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
16+ 0.39% |
$1.05K - $1.21K
|
4.12K
$328K
|
|
|
Jan 24, 2024
Q4 2023
|
Cypress Capital Group
|
BUY
|
- |
15+ 0.15% |
$988 - $1.13K
|
9.84K
$784K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
14+ 0.25% |
$922 - $1.06K
|
5.51K
$439K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
13+ 0.06% |
$856 - $981
|
22.6K
$1.8M
|
|
|
Jan 03, 2024
Q4 2023
|
Fc Advisory LLC
|
BUY
|
- |
12+ 0.4% |
$790 - $906
|
3K
$239K
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
12+ 0.37% |
$790 - $906
|
3.24K
$258K
|