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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2023
Q4 2022
|
Greenfield Savings Bank
|
SELL
|
- |
-800- 4.9% |
$44.6K - $54.2K
|
15.5K
$1.24M
|
|
|
Jan 11, 2023
Q4 2022
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-806- 1.47% |
$44.9K - $54.6K
|
54K
$4.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-812- 2.87% |
$45.2K - $55K
|
27.5K
$2.19M
|
|
|
Jan 24, 2023
Q4 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-816- 1.08% |
$45.5K - $55.3K
|
74.7K
$5.95M
|
|
|
Feb 08, 2023
Q4 2022
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-834- 2.26% |
$46.5K - $56.5K
|
36.1K
$2.88M
|
|
|
Nov 07, 2023
Q4 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-853- 52.01% |
$47.5K - $57.8K
|
787
$62.7K
|
|
|
Jan 27, 2023
Q4 2022
|
Pack Private Wealth, LLC
Wayzata, MN |
SELL
|
- |
-855- 21.35% |
$47.6K - $58K
|
3.15K
$251K
|
|
|
Jan 18, 2023
Q4 2022
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-856- 2.37% |
$47.7K - $58K
|
35.3K
$2.81M
|
|
|
Jan 18, 2023
Q4 2022
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-879- 13.52% |
$49K - $59.6K
|
5.62K
$448K
|
|
|
Feb 10, 2023
Q4 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-887- 17.65% |
$49.4K - $60.1K
|
4.14K
$330K
|
|
|
Feb 03, 2023
Q4 2022
|
Oakworth Capital, Inc.
|
SELL
|
- |
-892- 51.29% |
$49.7K - $60.5K
|
847
$67.5K
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-905- 7.1% |
$50.4K - $61.3K
|
11.8K
$943K
|
|
|
Jan 20, 2023
Q4 2022
|
First Command Financial Services, Inc.
|
SELL
|
- |
-905- 34.09% |
$50.4K - $61.3K
|
1.75K
$139K
|
|
|
Jan 23, 2023
Q4 2022
|
First Command Bank
|
SELL
|
- |
-905- 34.09% |
$50.4K - $61.3K
|
1.75K
$139K
|
|
|
Feb 14, 2023
Q4 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-918- 0.74% |
$51.1K - $62.2K
|
123K
$9.8M
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-924- 54.71% |
$51.5K - $62.6K
|
765
$60.9K
|
|
|
Feb 06, 2023
Q4 2022
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-925- 5.04% |
$51.5K - $62.7K
|
17.4K
$1.39M
|
|
|
Feb 02, 2023
Q4 2022
|
Dearborn Partners LLC
|
SELL
|
- |
-946- 18.76% |
$52.7K - $64.1K
|
4.1K
$326K
|
|
|
Feb 10, 2023
Q4 2022
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-971- 4.28% |
$54.1K - $65.8K
|
21.7K
$1.73M
|
|
|
Feb 02, 2023
Q4 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-974- 0.92% |
$54.3K - $66K
|
105K
$8.33M
|
|
|
Feb 06, 2023
Q4 2022
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-978- 4.58% |
$54.5K - $66.3K
|
20.4K
$1.62M
|
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
SELL
|
- |
-980- 3.56% |
$54.6K - $66.4K
|
26.6K
$2.12M
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-984- 30.34% |
$54.8K - $66.7K
|
2.26K
$180K
|
|
|
Feb 10, 2023
Q4 2022
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-990- 10.03% |
$55.2K - $67.1K
|
8.88K
$708K
|
|
|
Jan 19, 2023
Q4 2022
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-997- 3.74% |
$55.5K - $67.6K
|
25.7K
$2.04M
|
|
|
Jan 31, 2023
Q4 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-997- 7.49% |
$55.5K - $67.6K
|
12.3K
$981K
|
|
|
Feb 13, 2023
Q4 2022
|
Omers Administration Corp
Toronto, A6 |
SELL
|
- |
-1K- 0.26% |
$55.7K - $67.8K
|
377K
$30M
|
|
|
Jan 25, 2023
Q4 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-1.03K- 1.12% |
$57.4K - $69.8K
|
91.1K
$7.25M
|
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.03K- 3.53% |
$57.4K - $69.8K
|
28.1K
$2.24M
|
|
|
Feb 14, 2023
Q4 2022
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-1.03K- 1.45% |
$57.4K - $69.9K
|
70.1K
$5.58M
|
|
|
Jan 12, 2023
Q4 2022
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-1.04K- 3.21% |
$57.7K - $70.2K
|
31.2K
$2.48M
|
|
|
Feb 13, 2023
Q4 2022
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-1.05K- 2.54% |
$58.7K - $71.4K
|
40.3K
$3.21M
|
|
|
Feb 07, 2023
Q4 2022
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-1.06K- 5.22% |
$58.8K - $71.5K
|
19.1K
$1.53M
|
|
|
May 22, 2023
Q4 2022
|
Atalanta Sosnoff Capital, LLC
|
SELL
|
- |
-1.08K- 24.23% |
$59.9K - $72.9K
|
3.37K
$268K
|
|
|
Feb 14, 2023
Q4 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.09K- 13.21% |
$60.7K - $73.9K
|
7.16K
$571K
|
|
|
Jan 11, 2023
Q4 2022
|
Pacifica Partners Inc.
|
SELL
|
- |
-1.09K- 75.5% |
$60.8K - $74K
|
354
$28.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Caerus Investment Advisors, LLC
|
SELL
|
- |
-1.1K- 1.3% |
$61.3K - $74.6K
|
83.5K
$6.65M
|
|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.11K- 2.95% |
$61.7K - $75K
|
36.4K
$2.9M
|
|
|
Jan 04, 2023
Q4 2022
|
Private Asset Management Inc
|
SELL
|
- |
-1.12K- 5.14% |
$62.1K - $75.6K
|
20.6K
$1.64M
|
|
|
Feb 14, 2023
Q4 2022
|
E Rn Financial, LLC
|
SELL
|
- |
-1.14K- 1.35% |
$63.3K - $77K
|
83.1K
$6.62M
|
|
|
Jan 06, 2023
Q4 2022
|
Boltwood Capital Management
|
SELL
|
- |
-1.14K- 3.44% |
$63.7K - $77.6K
|
32.1K
$2.56M
|
|
|
Feb 09, 2023
Q4 2022
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-1.15K- 3.37% |
$64.1K - $78K
|
32.9K
$2.62M
|
|
|
Feb 08, 2023
Q4 2022
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-1.15K- 6.1% |
$64.2K - $78.2K
|
17.8K
$1.41M
|
|
|
Feb 07, 2023
Q4 2022
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-1.16K- 1.09% |
$64.4K - $78.4K
|
105K
$8.33M
|
|
|
Jan 23, 2023
Q4 2022
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-1.17K- 22.65% |
$65.1K - $79.2K
|
3.99K
$318K
|
|
|
Feb 13, 2023
Q4 2022
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-1.17K- 4.18% |
$65.2K - $79.3K
|
26.9K
$2.14M
|
|
|
Feb 09, 2023
Q4 2022
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-1.18K- 3.88% |
$65.7K - $79.9K
|
29.2K
$2.33M
|
|
|
Jan 18, 2023
Q4 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-1.19K- 19.35% |
$66.4K - $80.7K
|
4.96K
$395K
|
|
|
Feb 09, 2023
Q4 2022
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-1.19K- 0.8% |
$66.5K - $80.9K
|
149K
$11.9M
|
|
|
Jan 27, 2023
Q4 2022
|
Asset Planning Corporation
|
SELL
|
- |
-1.2K- 2.15% |
$67.1K - $81.6K
|
54.8K
$4.37M
|