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
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-2.23K- 3.29% |
$147K - $168K
|
65.6K
$5.23M
|
|
|
Jan 22, 2024
Q4 2023
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-2.24K- 13.49% |
$148K - $169K
|
14.4K
$1.15M
|
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-2.26K- 8.45% |
$149K - $171K
|
24.5K
$1.95M
|
|
|
Feb 14, 2024
Q4 2023
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-2.28K- 23.1% |
$150K - $172K
|
7.59K
$604K
|
|
|
Jan 29, 2024
Q4 2023
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-2.28K- 37.75% |
$150K - $172K
|
3.76K
$299K
|
|
|
Jan 10, 2024
Q4 2023
|
Leverty Financial Group, LLC
|
SELL
|
- |
-2.3K- 4.52% |
$151K - $173K
|
48.5K
$3.86M
|
|
|
Feb 16, 2024
Q4 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-2.34K- 1.71% |
$154K - $177K
|
135K
$10.7M
|
|
|
Jan 19, 2024
Q4 2023
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-2.34K- 8.79% |
$154K - $177K
|
24.3K
$1.94M
|
|
|
Feb 08, 2024
Q4 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-2.38K- 5.09% |
$156K - $179K
|
44.3K
$3.53M
|
|
|
Feb 02, 2024
Q4 2023
|
Marquette Asset Management, LLC
|
SELL
|
- |
-2.41K- 6.56% |
$159K - $182K
|
34.3K
$2.73M
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-2.45K- 15.86% |
$161K - $185K
|
13K
$1.04M
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-2.46K- 3.35% |
$162K - $186K
|
71.1K
$5.66M
|
|
|
Jan 16, 2024
Q4 2023
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-2.47K- 1.19% |
$163K - $186K
|
205K
$16.3M
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-2.49K- 1.9% |
$164K - $188K
|
128K
$10.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-2.5K- 4.43% |
$165K - $189K
|
54.1K
$4.31M
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-2.51K- 2.37% |
$165K - $189K
|
103K
$8.21M
|
|
|
Feb 06, 2024
Q4 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-2.52K- 5.36% |
$166K - $190K
|
44.6K
$3.55M
|
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-2.62K- 2.08% |
$172K - $198K
|
124K
$9.84M
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-2.72K- 19.48% |
$179K - $205K
|
11.2K
$894K
|
|
|
Mar 18, 2024
Q4 2023
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-2.72K- 93.18% |
$179K - $205K
|
199
$15.9K
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-2.72K- 11.04% |
$179K - $206K
|
21.9K
$1.75M
|
|
|
Feb 14, 2024
Q4 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-2.74K- 1.26% |
$180K - $206K
|
214K
$17M
|
|
|
Jan 22, 2024
Q4 2023
|
Country Club Bank
|
SELL
|
- |
-2.75K- 0.75% |
$181K - $208K
|
365K
$29M
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-2.77K- 9.51% |
$183K - $209K
|
26.4K
$2.1M
|
|
|
Jan 30, 2024
Q4 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-2.83K- 2.69% |
$186K - $213K
|
102K
$8.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-2.84K- 1.91% |
$187K - $214K
|
145K
$11.6M
|
|
|
Jan 08, 2024
Q4 2023
|
First Hawaiian Bank
|
SELL
|
- |
-2.86K- 1.02% |
$188K - $215K
|
276K
$22M
|
|
|
Jan 26, 2024
Q4 2023
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-2.87K- 0.74% |
$189K - $216K
|
384K
$30.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-2.89K- 48.04% |
$190K - $218K
|
3.12K
$249K
|
|
|
Jan 02, 2024
Q4 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-2.91K- 2.36% |
$191K - $219K
|
120K
$9.59M
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-2.94K- 19.48% |
$193K - $222K
|
12.1K
$967K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.94K- 4.67% |
$193K - $222K
|
60K
$4.78M
|
|
|
Jan 16, 2024
Q4 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-2.95K- 23.94% |
$194K - $222K
|
9.36K
$746K
|
|
|
Feb 14, 2024
Q4 2023
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
SELL
|
- |
-2.98K- 34.81% |
$196K - $225K
|
5.57K
$444K
|
|
|
Feb 06, 2024
Q4 2023
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-2.99K- 1.4% |
$197K - $225K
|
210K
$16.7M
|
|
|
Feb 13, 2024
Q4 2023
|
United Community Bank
Greenville, SC |
SELL
|
- |
-3.03K- 2.17% |
$199K - $229K
|
136K
$10.9M
|
|
|
Jan 09, 2024
Q4 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-3.09K- 8.78% |
$204K - $234K
|
32.1K
$2.56M
|
|
|
Jan 08, 2024
Q4 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-3.12K- 2.25% |
$205K - $235K
|
135K
$10.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Services Advisory Inc
|
SELL
|
- |
-3.16K- 21.77% |
$208K - $238K
|
11.4K
$904K
|
|
|
Feb 14, 2024
Q4 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-3.17K- 0.47% |
$209K - $239K
|
679K
$54M
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-3.19K- 2.89% |
$210K - $241K
|
107K
$8.53M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-3.19K- 1.98% |
$210K - $241K
|
158K
$12.6M
|
|
|
Jan 23, 2024
Q4 2023
|
Wood Trust Financial Corp
|
SELL
|
- |
-3.21K- 0.44% |
$211K - $242K
|
730K
$58.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-3.27K- 7.02% |
$215K - $246K
|
43.2K
$3.44M
|
|
|
Jan 25, 2024
Q4 2023
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-3.31K- 0.72% |
$218K - $250K
|
459K
$36.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Arcadia Investment Management Corp
|
SELL
|
- |
-3.38K- 5.74% |
$222K - $255K
|
55.4K
$4.41M
|
|
|
Feb 12, 2024
Q4 2023
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-3.4K- 3.6% |
$224K - $257K
|
91K
$7.25M
|
|
|
Jan 30, 2024
Q4 2023
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-3.44K- 2.49% |
$226K - $259K
|
135K
$10.7M
|
|
|
Jan 11, 2024
Q4 2023
|
West Coast Financial LLC
|
SELL
|
- |
-3.49K- 3.11% |
$230K - $263K
|
109K
$8.65M
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-3.5K- 10.26% |
$231K - $264K
|
30.7K
$2.44M
|