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 11, 2023
Q4 2022
|
Flower City Capital
|
SELL
|
- |
-4.02K- 5.65% |
$224K - $273K
|
67.2K
$5.4M
|
|
Feb 14, 2023
Q4 2022
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-4.03K- 16.13% |
$225K - $273K
|
20.9K
$1.68M
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-4.04K- 53.86% |
$225K - $274K
|
3.46K
$278K
|
|
Jan 12, 2023
Q4 2022
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-4.04K- 15.1% |
$225K - $274K
|
22.7K
$1.83M
|
|
Feb 02, 2023
Q4 2022
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-4.09K- 24.93% |
$228K - $277K
|
12.3K
$988K
|
|
Feb 09, 2023
Q4 2022
|
Principal Financial Group Inc
Des Moines, IA |
SELL
|
- |
-4.09K- 1.15% |
$228K - $278K
|
353K
$28.3M
|
|
Jan 17, 2023
Q4 2022
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-4.12K- 4.71% |
$229K - $279K
|
83.4K
$6.7M
|
|
Feb 13, 2023
Q4 2022
|
Gould Capital, LLC
|
SELL
|
- |
-4.13K- 2.88% |
$230K - $280K
|
139K
$11.2M
|
|
Feb 03, 2023
Q4 2022
|
Tfo Tdc, LLC
|
SELL
|
- |
-4.15K- 99.4% |
$231K - $281K
|
25
$2.01K
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-4.22K- 6.61% |
$235K - $286K
|
59.6K
$4.79M
|
|
Jan 06, 2023
Q4 2022
|
Tompkins Financial Corp
|
SELL
|
- |
-4.23K- 21.84% |
$235K - $286K
|
15.1K
$1.22M
|
|
Feb 01, 2023
Q4 2022
|
Windsor Group LTD
|
SELL
|
- |
-4.41K- 25.35% |
$245K - $299K
|
13K
$1.04M
|
|
Jan 26, 2023
Q4 2022
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-4.43K- 7.64% |
$247K - $301K
|
53.6K
$4.31M
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-4.45KClosed |
$248K - $302K
|
0
$0
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-4.52K- 38.49% |
$252K - $306K
|
7.22K
$580K
|
|
Feb 14, 2023
Q4 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-4.58K- 24.29% |
$255K - $310K
|
14.3K
$1.15M
|
|
Jan 10, 2023
Q4 2022
|
Bank Of New Hampshire
|
SELL
|
- |
-4.59K- 12.77% |
$256K - $311K
|
31.4K
$2.52M
|
|
Feb 13, 2023
Q4 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-4.69K- 94.44% |
$261K - $318K
|
276
$22.2K
|
|
Feb 14, 2023
Q4 2022
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-4.77K- 36.51% |
$266K - $323K
|
8.3K
$667K
|
|
Jan 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-4.78K- 40.31% |
$266K - $324K
|
7.07K
$568K
|
|
Feb 09, 2023
Q4 2022
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-4.91K- 3.0% |
$274K - $333K
|
159K
$12.8M
|
|
Jul 28, 2023
Q4 2022
|
Passive Capital Management, Llc.
Baltimore, MD |
SELL
|
- |
-4.94KClosed |
$275K - $335K
|
0
$0
|
|
Feb 08, 2023
Q4 2022
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-4.95K- 1.5% |
$276K - $336K
|
325K
$26.1M
|
|
Jan 09, 2023
Q4 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-4.96K- 23.26% |
$276K - $336K
|
16.4K
$1.31M
|
|
Jan 19, 2023
Q4 2022
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-5K- 16.76% |
$278K - $339K
|
24.8K
$2M
|
|
Jan 19, 2023
Q4 2022
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-5K- 54.11% |
$279K - $339K
|
4.24K
$341K
|
|
Apr 12, 2024
Q4 2022
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-5.12K- 14.57% |
$285K - $347K
|
30K
$2.41M
|
|
Jan 19, 2023
Q4 2022
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-5.15K- 24.98% |
$287K - $349K
|
15.5K
$1.24M
|
|
Jul 27, 2023
Q4 2022
|
Washington Trust CO
|
SELL
|
- |
-5.17K- 4.58% |
$288K - $350K
|
108K
$8.66M
|
|
Jan 19, 2023
Q4 2022
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-5.27K- 3.72% |
$294K - $358K
|
136K
$11M
|
|
Feb 09, 2023
Q4 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-5.33K- 28.27% |
$297K - $362K
|
13.5K
$1.09M
|
|
Feb 10, 2023
Q4 2022
|
Evoke Wealth, LLC
|
SELL
|
- |
-5.49K- 19.27% |
$306K - $372K
|
23K
$1.85M
|
|
Feb 08, 2023
Q4 2022
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-5.54K- 54.77% |
$309K - $375K
|
4.57K
$368K
|
|
Feb 06, 2023
Q4 2022
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-5.57K- 4.48% |
$310K - $377K
|
119K
$9.54M
|
|
Feb 02, 2023
Q4 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-5.61K- 5.02% |
$313K - $381K
|
106K
$8.53M
|
|
Jan 19, 2023
Q4 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-5.62K- 17.73% |
$313K - $381K
|
26.1K
$2.1M
|
|
Feb 15, 2023
Q4 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-5.65K- 13.01% |
$315K - $383K
|
37.8K
$3.04M
|
|
Feb 07, 2023
Q4 2022
|
Members Trust CO
|
SELL
|
- |
-5.7K- 10.86% |
$317K - $386K
|
46.8K
$3.76M
|
|
Feb 08, 2023
Q4 2022
|
Ntv Asset Management LLC
|
SELL
|
- |
-5.79K- 25.73% |
$323K - $393K
|
16.7K
$1.34M
|
|
Mar 06, 2023
Q4 2022
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-5.9KClosed |
$329K - $400K
|
0
$0
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
SELL
|
- |
-5.93K- 26.5% |
$330K - $402K
|
16.4K
$1.32M
|
|
Feb 10, 2023
Q4 2022
|
Signature Securities Group Corporation
|
SELL
|
- |
-5.96K- 7.83% |
$332K - $404K
|
70.1K
$5.64M
|
|
Feb 13, 2023
Q4 2022
|
Epiq Capital Group, LLC
San Francisco, CA |
SELL
|
- |
-6.07K- 62.81% |
$338K - $411K
|
3.59K
$289K
|
|
Jan 18, 2023
Q4 2022
|
Wesbanco Bank Inc
|
SELL
|
- |
-6.19K- 4.32% |
$345K - $420K
|
137K
$11M
|
|
Feb 14, 2023
Q4 2022
|
Ironwood Financial, LLC
|
SELL
|
- |
-6.21K- 6.63% |
$346K - $421K
|
87.4K
$7.03M
|
|
Jan 27, 2023
Q4 2022
|
Jmg Financial Group, Ltd.
|
SELL
|
- |
-6.23K- 11.58% |
$347K - $423K
|
47.6K
$3.83M
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
SELL
|
- |
-6.31K- 3.44% |
$351K - $427K
|
177K
$14.2M
|
|
Feb 02, 2023
Q4 2022
|
Wealth Bridge Investment Counsel Inc.
|
SELL
|
- |
-6.52K- 4.04% |
$363K - $442K
|
155K
$12.4M
|
|
Feb 01, 2023
Q4 2022
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-6.53K- 13.38% |
$364K - $442K
|
42.3K
$3.4M
|
|
Feb 10, 2023
Q4 2022
|
Cavalier Investments, LLC
|
SELL
|
- |
-6.72K- 4.97% |
$375K - $456K
|
129K
$10.3M
|