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 |
|---|---|---|---|---|---|---|---|
|
Mar 15, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-310- 0.27% |
$17.3K - $21K
|
115K
$9.22M
|
|
|
Feb 02, 2023
Q4 2022
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-315- 4.2% |
$17.5K - $21.4K
|
7.19K
$578K
|
|
|
Jan 31, 2023
Q4 2022
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-320- 2.31% |
$17.8K - $21.7K
|
13.6K
$1.09M
|
|
|
Jan 10, 2023
Q4 2022
|
Thomasville National Bank
|
SELL
|
- |
-324- 1.66% |
$18.1K - $22K
|
19.2K
$1.55M
|
|
|
Jan 26, 2023
Q4 2022
|
Charles Schwab Trust CO
|
SELL
|
- |
-325- 6.27% |
$18.1K - $22K
|
4.86K
$391K
|
|
|
Feb 01, 2023
Q4 2022
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-325- 2.85% |
$18.1K - $22K
|
11.1K
$891K
|
|
|
Feb 03, 2023
Q4 2022
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-330- 4.85% |
$18.4K - $22.4K
|
6.48K
$521K
|
|
|
Feb 06, 2023
Q4 2022
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-330- 5.88% |
$18.4K - $22.4K
|
5.28K
$424K
|
|
|
Feb 01, 2023
Q4 2022
|
Lee Danner & Bass Inc
|
SELL
|
- |
-332- 2.23% |
$18.5K - $22.5K
|
14.6K
$1.17M
|
|
|
Feb 14, 2023
Q4 2022
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-333- 11.72% |
$18.6K - $22.6K
|
2.51K
$202K
|
|
|
Feb 14, 2023
Q4 2022
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-333- 2.29% |
$18.6K - $22.6K
|
14.2K
$1.14M
|
|
|
Feb 09, 2023
Q4 2022
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-337- 31.35% |
$18.8K - $22.8K
|
738
$59.3K
|
|
|
Feb 03, 2023
Q4 2022
|
Carlson Capital Management
|
SELL
|
- |
-341- 3.46% |
$19K - $23.1K
|
9.5K
$764K
|
|
|
Feb 10, 2023
Q4 2022
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-345- 2.23% |
$19.2K - $23.4K
|
15.1K
$1.22M
|
|
|
Jan 26, 2023
Q4 2022
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-346- 0.75% |
$19.3K - $23.5K
|
45.9K
$3.69M
|
|
|
Jan 19, 2023
Q4 2022
|
Rothschild Investment Corp
|
SELL
|
- |
-350- 1.36% |
$19.5K - $23.7K
|
25.3K
$2.03M
|
|
|
Feb 14, 2023
Q4 2022
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-354- 54.13% |
$19.7K - $24K
|
300
$24.1K
|
|
|
Jan 26, 2023
Q4 2022
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-361- 0.09% |
$20.1K - $24.5K
|
404K
$32.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-369- 0.18% |
$20.6K - $25K
|
207K
$16.6M
|
|
|
Feb 10, 2023
Q4 2022
|
Forum Private Client Group LLC
|
SELL
|
- |
-371- 3.14% |
$20.7K - $25.2K
|
11.5K
$921K
|
|
|
Feb 14, 2023
Q4 2022
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-373- 0.07% |
$20.8K - $25.3K
|
516K
$41.5M
|
|
|
Jan 26, 2023
Q4 2022
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-385- 8.46% |
$21.4K - $26.1K
|
4.16K
$335K
|
|
|
Jan 31, 2023
Q4 2022
|
Westside Investment Management, Inc.
|
SELL
|
- |
-400- 12.33% |
$22.3K - $27.1K
|
2.84K
$229K
|
|
|
Jan 18, 2023
Q4 2022
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-404- 10.39% |
$22.5K - $27.4K
|
3.49K
$280K
|
|
|
Mar 08, 2023
Q4 2022
|
Sheets Smith Wealth Management
|
SELL
|
- |
-404- 0.99% |
$22.5K - $27.4K
|
40.3K
$3.24M
|
|
|
Jan 30, 2023
Q4 2022
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-405- 0.35% |
$22.6K - $27.5K
|
115K
$9.25M
|
|
|
Feb 09, 2023
Q4 2022
|
Trilogy Capital Inc.
|
SELL
|
- |
-414- 5.39% |
$23.1K - $28.1K
|
7.27K
$585K
|
|
|
Feb 07, 2023
Q4 2022
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-432- 7.57% |
$24.1K - $29.3K
|
5.28K
$424K
|
|
|
Feb 14, 2023
Q4 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-436- 0.93% |
$24.3K - $29.6K
|
46.4K
$3.73M
|
|
|
Jan 31, 2023
Q4 2022
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-440- 0.46% |
$24.5K - $29.8K
|
94.5K
$7.59M
|
|
|
Jan 20, 2023
Q4 2022
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-449- 5.08% |
$25K - $30.4K
|
8.38K
$674K
|
|
|
Feb 06, 2023
Q4 2022
|
Capital Performance Advisors LLP
|
SELL
|
- |
-450- 12.24% |
$25.1K - $30.5K
|
3.23K
$259K
|
|
|
Jan 17, 2023
Q4 2022
|
Rede Wealth, LLC
|
SELL
|
- |
-451- 6.58% |
$25.1K - $30.6K
|
6.41K
$515K
|
|
|
Jan 31, 2023
Q4 2022
|
Graypoint LLC
|
SELL
|
- |
-452- 2.31% |
$25.2K - $30.6K
|
19.1K
$1.54M
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-455- 2.89% |
$25.3K - $30.8K
|
15.3K
$1.23M
|
|
|
Feb 01, 2023
Q4 2022
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-460- 7.35% |
$25.6K - $31.2K
|
5.8K
$466K
|
|
|
Feb 08, 2023
Q4 2022
|
Sonata Capital Group Inc
|
SELL
|
- |
-461- 10.31% |
$25.7K - $31.3K
|
4.01K
$322K
|
|
|
Jan 24, 2023
Q4 2022
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-474- 1.94% |
$26.4K - $32.1K
|
23.9K
$1.92M
|
|
|
Feb 10, 2023
Q4 2022
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-475- 7.88% |
$26.5K - $32.2K
|
5.55K
$446K
|
|
|
Jan 27, 2023
Q4 2022
|
Successful Portfolios LLC
|
SELL
|
- |
-482- 11.76% |
$26.9K - $32.7K
|
3.62K
$291K
|
|
|
Feb 08, 2023
Q4 2022
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-482- 1.23% |
$26.9K - $32.7K
|
38.7K
$3.11M
|
|
|
Feb 14, 2023
Q4 2022
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-488- 9.22% |
$27.2K - $33.1K
|
4.8K
$386K
|
|
|
Jan 19, 2023
Q4 2022
|
Tsfg, LLC
|
SELL
|
- |
-489- 12.73% |
$27.2K - $33.1K
|
3.35K
$269K
|
|
|
Jan 26, 2023
Q4 2022
|
Ballast Advisors LLC
|
SELL
|
- |
-490- 14.83% |
$27.3K - $33.2K
|
2.81K
$226K
|
|
|
Jan 12, 2023
Q4 2022
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-491- 8.22% |
$27.4K - $33.3K
|
5.49K
$441K
|
|
|
Jan 09, 2023
Q4 2022
|
Radnor Capital Management, LLC
|
SELL
|
- |
-500- 3.1% |
$27.9K - $33.9K
|
15.6K
$1.25M
|
|
|
Jan 18, 2023
Q4 2022
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-510- 4.26% |
$28.4K - $34.6K
|
11.4K
$920K
|
|
|
Jan 27, 2023
Q4 2022
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-510- 0.13% |
$28.4K - $34.6K
|
395K
$31.8M
|
|
|
Jan 25, 2023
Q4 2022
|
Brickley Wealth Management
|
SELL
|
- |
-518- 0.36% |
$28.9K - $35.1K
|
143K
$11.5M
|
|
|
Feb 06, 2023
Q4 2022
|
Washington Trust Bank
|
SELL
|
- |
-526- 2.4% |
$29.3K - $35.7K
|
21.4K
$1.72M
|