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 14, 2023
Q4 2022
|
Vontobel Holding Ltd.
|
SELL
|
- |
-2.54K- 12.69% |
$141K - $172K
|
17.5K
$1.4M
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-2.54K- 0.83% |
$141K - $172K
|
304K
$24.4M
|
|
|
Jan 19, 2023
Q4 2022
|
Procyon Advisors, LLC
|
SELL
|
- |
-2.57K- 13.28% |
$143K - $174K
|
16.8K
$1.35M
|
|
|
Jan 27, 2023
Q4 2022
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-2.59K- 4.17% |
$144K - $175K
|
59.4K
$4.77M
|
|
|
Feb 10, 2023
Q4 2022
|
Bahl & Gaynor Inc
|
SELL
|
- |
-2.6K- 7.87% |
$145K - $176K
|
30.4K
$2.44M
|
|
|
Feb 06, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-2.63K- 28.08% |
$147K - $178K
|
6.74K
$542K
|
|
|
Feb 08, 2023
Q4 2022
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-2.66K- 3.25% |
$148K - $180K
|
79.1K
$6.36M
|
|
|
Feb 03, 2023
Q4 2022
|
Grove Bank & Trust
|
SELL
|
- |
-2.67K- 3.94% |
$149K - $181K
|
65.2K
$5.24M
|
|
|
Feb 14, 2023
Q4 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-2.71K- 40.22% |
$151K - $183K
|
4.02K
$323K
|
|
|
Feb 08, 2023
Q4 2022
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-2.75K- 3.95% |
$153K - $187K
|
67K
$5.39M
|
|
|
Jan 31, 2023
Q4 2022
|
Sabal Trust CO
|
SELL
|
- |
-2.8K- 24.6% |
$156K - $190K
|
8.58K
$689K
|
|
|
Jan 18, 2023
Q4 2022
|
Aries Wealth Management
|
SELL
|
- |
-2.81K- 4.59% |
$157K - $190K
|
58.4K
$4.69M
|
|
|
Feb 10, 2023
Q4 2022
|
Pittenger & Anderson Inc
|
SELL
|
- |
-2.82K- 1.51% |
$157K - $191K
|
184K
$14.8M
|
|
|
Oct 16, 2023
Q4 2022
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-2.82K- 7.27% |
$157K - $191K
|
36K
$2.89M
|
|
|
Apr 19, 2024
Q4 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-2.82K- 7.96% |
$157K - $191K
|
32.6K
$2.62M
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
SELL
|
- |
-2.88K- 15.53% |
$161K - $195K
|
15.7K
$1.26M
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2.93K- 12.21% |
$163K - $198K
|
21K
$1.69M
|
|
|
Jan 19, 2023
Q4 2022
|
Appleton Partners Inc
|
SELL
|
- |
-2.94K- 9.59% |
$164K - $199K
|
27.7K
$2.22M
|
|
|
Feb 13, 2023
Q4 2022
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-2.96K- 12.24% |
$165K - $201K
|
21.2K
$1.7M
|
|
|
Jan 19, 2023
Q4 2022
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-2.97K- 27.8% |
$165K - $201K
|
7.72K
$620K
|
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
SELL
|
- |
-2.98K- 4.56% |
$166K - $202K
|
62.3K
$5.01M
|
|
|
Jan 24, 2023
Q4 2022
|
Rockland Trust CO
|
SELL
|
- |
-3.02K- 8.17% |
$168K - $205K
|
34K
$2.73M
|
|
|
Feb 14, 2023
Q4 2022
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-3.12K- 14.17% |
$174K - $212K
|
18.9K
$1.52M
|
|
|
Feb 23, 2023
Q4 2022
|
Chesapeake Wealth Management
|
SELL
|
- |
-3.12K- 3.93% |
$174K - $212K
|
76.2K
$6.13M
|
|
|
Jan 23, 2023
Q4 2022
|
Monte Financial Group, LLC
|
SELL
|
- |
-3.13K- 28.91% |
$174K - $212K
|
7.69K
$618K
|
|
|
Jan 30, 2023
Q4 2022
|
Sbk Financial, Inc.
Richmond, VA |
SELL
|
- |
-3.18K- 33.32% |
$177K - $215K
|
6.36K
$511K
|
|
|
Jan 20, 2023
Q4 2022
|
Bray Capital Advisors
|
SELL
|
- |
-3.2K- 4.36% |
$178K - $217K
|
70.2K
$5.64M
|
|
|
Jan 20, 2023
Q4 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-3.21K- 6.31% |
$179K - $218K
|
47.7K
$3.84M
|
|
|
Feb 14, 2023
Q4 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.22K- 26.27% |
$179K - $218K
|
9.02K
$725K
|
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-3.24K- 10.73% |
$181K - $220K
|
27K
$2.17M
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-3.24K- 5.21% |
$181K - $220K
|
59K
$4.74M
|
|
|
Feb 07, 2023
Q4 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-3.28K- 19.88% |
$183K - $222K
|
13.2K
$1.06M
|
|
|
Feb 03, 2023
Q4 2022
|
Sepio Capital, LP
|
SELL
|
- |
-3.31K- 4.33% |
$185K - $225K
|
73.2K
$5.88M
|
|
|
Feb 02, 2023
Q4 2022
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-3.36K- 2.61% |
$187K - $228K
|
125K
$10.1M
|
|
|
Jan 19, 2023
Q4 2022
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-3.39K- 27.55% |
$189K - $230K
|
8.91K
$716K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.4K- 51.88% |
$189K - $230K
|
3.15K
$253K
|
|
|
Feb 09, 2023
Q4 2022
|
William Blair Investment Management, LLC
Chicago, IL |
SELL
|
- |
-3.41K- 17.56% |
$190K - $231K
|
16K
$1.29M
|
|
|
Feb 09, 2023
Q4 2022
|
Mai Capital Management
|
SELL
|
- |
-3.46K- 1.21% |
$193K - $234K
|
283K
$22.7M
|
|
|
Jan 30, 2023
Q4 2022
|
Security Financial Services, Inc.
|
SELL
|
- |
-3.51K- 13.45% |
$196K - $238K
|
22.6K
$1.82M
|
|
|
Feb 14, 2023
Q4 2022
|
Arvest Trust CO N A
Rogers, AR |
SELL
|
- |
-3.61K- 0.13% |
$201K - $245K
|
2.75M
$221M
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-3.64K- 12.26% |
$203K - $246K
|
26K
$2.09M
|
|
|
Jan 20, 2023
Q4 2022
|
Domani Wealth, LLC
|
SELL
|
- |
-3.72K- 1.23% |
$207K - $252K
|
298K
$23.9M
|
|
|
Jan 17, 2023
Q4 2022
|
Investment Partners, Ltd.
|
SELL
|
- |
-3.72K- 7.02% |
$207K - $252K
|
49.3K
$3.96M
|
|
|
Jan 28, 2025
Q4 2022
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-3.76K- 14.85% |
$210K - $255K
|
21.6K
$1.73M
|
|
|
Jan 10, 2023
Q4 2022
|
West Financial Advisors, LLC
|
SELL
|
- |
-3.8K- 84.73% |
$212K - $258K
|
685
$55.1K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-3.84K- 5.25% |
$214K - $260K
|
69.4K
$5.57M
|
|
|
Jan 09, 2023
Q4 2022
|
Independence Bank Of Kentucky
|
SELL
|
- |
-3.87K- 5.02% |
$216K - $262K
|
73.2K
$5.88M
|
|
|
Feb 03, 2023
Q4 2022
|
Archer Investment Corp
|
SELL
|
- |
-3.9K- 75.55% |
$217K - $264K
|
1.26K
$101K
|
|
|
Feb 13, 2023
Q4 2022
|
Fishman Jay A LTD
Troy, MI |
SELL
|
- |
-3.9K- 17.83% |
$217K - $264K
|
18K
$1.44M
|
|
|
Jan 25, 2023
Q4 2022
|
Uma Financial Services, Inc.
|
SELL
|
- |
-3.92K- 26.17% |
$218K - $266K
|
11.1K
$889K
|