Purchases and Sales Made in Q4 2022 in Ishares Tr Msci Eafe ETF (EFA)
This table provides information about the institutional ownership of Ishares Tr Msci Eafe ETF (EFA) during Q4 2022. 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 23, 2023
Q4 2022
|
Athena Investment Management
|
BUY
|
- |
441+ 2.16% |
$24.6K - $29.9K
|
20.9K
$1.68M
|
|
|
Jan 23, 2023
Q4 2022
|
Capital Advantage, Inc.
|
BUY
|
- |
431+ 1.51% |
$24K - $29.2K
|
28.9K
$2.32M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
429New |
$23.9K - $29.1K
|
429
$34.5K
|
|
|
Jan 30, 2023
Q4 2022
|
Cypress Financial Planning LLC
|
BUY
|
- |
423+ 5.3% |
$23.6K - $28.7K
|
8.4K
$675K
|
|
|
Feb 06, 2023
Q4 2022
|
Savant Capital, LLC
|
BUY
|
- |
411+ 0.71% |
$22.9K - $27.9K
|
58.2K
$4.68M
|
|
|
Jan 23, 2023
Q4 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
407+ 7.27% |
$22.7K - $27.6K
|
6.01K
$483K
|
|
|
Jan 30, 2023
Q4 2022
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
405New |
$22.6K - $27.5K
|
405
$32.5K
|
|
|
Jun 09, 2023
Q4 2022
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
401+ 1.59% |
$22.3K - $27.2K
|
25.7K
$2.06M
|
|
|
Feb 14, 2023
Q4 2022
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
400+ 3.01% |
$22.3K - $27.1K
|
13.7K
$1.1M
|
|
|
Feb 08, 2023
Q4 2022
|
Ti Trust, Inc
|
BUY
|
- |
380+ 5.47% |
$21.2K - $25.8K
|
7.33K
$589K
|
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
379+ 10.24% |
$21.1K - $25.7K
|
4.08K
$328K
|
|
|
Jan 27, 2023
Q4 2022
|
First Personal Financial Services
|
BUY
|
- |
370+ 58.73% |
$20.6K - $25.1K
|
1K
$80.4K
|
|
|
Feb 10, 2023
Q4 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
364+ 0.58% |
$20.3K - $24.7K
|
63.4K
$5.09M
|
|
|
Feb 14, 2023
Q4 2022
|
Pacific Financial Group Inc
|
BUY
|
- |
362+ 9.73% |
$20.2K - $24.5K
|
4.08K
$328K
|
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
351+ 3.91% |
$19.6K - $23.8K
|
9.32K
$749K
|
|
|
Feb 02, 2023
Q4 2022
|
Berkshire Bank
|
BUY
|
- |
341+ 2.87% |
$19K - $23.1K
|
12.2K
$983K
|
|
|
Jan 12, 2023
Q4 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
337+ 0.59% |
$18.8K - $22.8K
|
57.4K
$4.61M
|
|
|
Jan 19, 2023
Q4 2022
|
Field & Main Bank
|
BUY
|
- |
330+ 189.66% |
$18.4K - $22.4K
|
504
$40.5K
|
|
|
Feb 09, 2023
Q4 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
325+ 41.61% |
$18.1K - $22K
|
1.11K
$88.9K
|
|
|
Jan 23, 2023
Q4 2022
|
Jmac Enterprises LLC
|
BUY
|
- |
311+ 0.65% |
$17.3K - $21.1K
|
48.2K
$3.87M
|
|
|
Jan 12, 2023
Q4 2022
|
Bath Savings Trust CO
|
BUY
|
- |
310+ 7.2% |
$17.3K - $21K
|
4.62K
$371K
|
|
|
Feb 27, 2023
Q4 2022
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
302+ 3.79% |
$16.8K - $20.5K
|
8.26K
$664K
|
|
|
Aug 26, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
300New |
$16.7K - $20.3K
|
300
$24.1K
|
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
296+ 3.66% |
$16.5K - $20.1K
|
8.38K
$673K
|
|
|
Jan 20, 2023
Q4 2022
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
294+ 172.94% |
$16.4K - $19.9K
|
464
$37.3K
|
|
|
Feb 06, 2023
Q4 2022
|
Colony Family Offices, LLC
|
BUY
|
- |
289+ 24.39% |
$16.1K - $19.6K
|
1.47K
$118K
|
|
|
Jan 24, 2023
Q4 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
280+ 0.29% |
$15.6K - $19K
|
97K
$7.79M
|
|
|
Feb 10, 2023
Q4 2022
|
Patten Group, Inc.
|
BUY
|
- |
274+ 1.66% |
$15.3K - $18.6K
|
16.7K
$1.34M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
273+ 4.01% |
$15.2K - $18.5K
|
7.09K
$570K
|
|
|
Feb 14, 2023
Q4 2022
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
268New |
$14.9K - $18.2K
|
268
$21.5K
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
266+ 0.34% |
$14.8K - $18K
|
79.3K
$6.38M
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
266New |
$14.8K - $18K
|
266
$21.4K
|
|
|
Feb 06, 2023
Q4 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
250+ 0.14% |
$13.9K - $16.9K
|
173K
$13.9M
|
|
|
Dec 12, 2024
Q4 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
250+ 0.14% |
$13.9K - $16.9K
|
173K
$13.9M
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
242New |
$13.5K - $16.4K
|
242
$19.4K
|
|
|
Jan 26, 2023
Q4 2022
|
American Financial Advisors, LLC
|
BUY
|
- |
242+ 0.61% |
$13.5K - $16.4K
|
40.1K
$3.22M
|
|
|
Feb 13, 2023
Q4 2022
|
Camden Capital, LLC
|
BUY
|
- |
239+ 2.97% |
$13.3K - $16.2K
|
8.29K
$666K
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
BUY
|
- |
230+ 0.01% |
$12.8K - $15.6K
|
2.84M
$229M
|
|
|
Jan 12, 2023
Q4 2022
|
Bremer Bank National Association
|
BUY
|
- |
228+ 0.51% |
$12.7K - $15.5K
|
45.2K
$3.63M
|
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
225+ 0.56% |
$12.5K - $15.3K
|
40.5K
$3.26M
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
220New |
$12.3K - $14.9K
|
220
$17.7K
|
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
BUY
|
- |
215+ 0.64% |
$12K - $14.6K
|
33.7K
$2.71M
|
|
|
Feb 07, 2023
Q4 2022
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
210+ 2.59% |
$11.7K - $14.2K
|
8.31K
$668K
|
|
|
Feb 10, 2023
Q4 2022
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
199+ 2.53% |
$11.1K - $13.5K
|
8.07K
$649K
|
|
|
Jan 02, 2024
Q4 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
198+ 2.84% |
$11K - $13.4K
|
7.18K
$577K
|
|
|
Feb 06, 2023
Q4 2022
|
Brookmont Capital Management
Dallas, TX |
BUY
|
- |
197+ 1.8% |
$11K - $13.4K
|
11.2K
$898K
|
|
|
Feb 14, 2023
Q4 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
196+ 15.86% |
$10.9K - $13.3K
|
1.43K
$115K
|
|
|
Jan 10, 2023
Q4 2022
|
First Community Trust Na
|
BUY
|
- |
192+ 9.58% |
$10.7K - $13K
|
2.2K
$177K
|
|
|
Feb 14, 2023
Q4 2022
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
192+ 0.47% |
$10.7K - $13K
|
41K
$3.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
192+ 1.12% |
$10.7K - $13K
|
17.4K
$1.4M
|