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 06, 2023
Q4 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-20.8K- 10.66% |
$1.16M - $1.41M
|
174K
$14M
|
|
|
Jan 25, 2023
Q4 2022
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-20.8K- 15.1% |
$1.16M - $1.41M
|
117K
$9.41M
|
|
|
Jan 20, 2023
Q4 2022
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-21.2K- 23.49% |
$1.18M - $1.44M
|
68.9K
$5.54M
|
|
|
Jan 23, 2023
Q4 2022
|
Connable Office Inc
|
SELL
|
- |
-21.2K- 6.35% |
$1.18M - $1.44M
|
312K
$25.1M
|
|
|
Feb 02, 2023
Q4 2022
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-21.2K- 18.25% |
$1.18M - $1.44M
|
95K
$7.64M
|
|
|
Feb 07, 2023
Q4 2022
|
Dakota Wealth Management
|
SELL
|
- |
-21.3K- 72.33% |
$1.19M - $1.45M
|
8.17K
$656K
|
|
|
Feb 13, 2023
Q4 2022
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-22.2K- 17.41% |
$1.24M - $1.5M
|
105K
$8.46M
|
|
|
Sep 21, 2023
Q4 2022
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-22.2K- 42.23% |
$1.24M - $1.51M
|
30.4K
$2.44M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-22.3K- 3.28% |
$1.24M - $1.51M
|
656K
$52.7M
|
|
|
Feb 08, 2023
Q4 2022
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-22.4K- 54.8% |
$1.25M - $1.52M
|
18.4K
$1.48M
|
|
|
Feb 14, 2023
Q4 2022
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-22.8K- 0.79% |
$1.27M - $1.54M
|
2.87M
$231M
|
|
|
Feb 06, 2023
Q4 2022
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-22.9K- 21.52% |
$1.28M - $1.55M
|
83.6K
$6.72M
|
|
|
Jun 14, 2023
Q4 2022
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-23.5K- 6.14% |
$1.31M - $1.59M
|
359K
$28.9M
|
|
|
Feb 09, 2023
Q4 2022
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-24K- 58.64% |
$1.34M - $1.63M
|
16.9K
$1.36M
|
|
|
Jan 17, 2023
Q4 2022
|
Diversified Trust CO
|
SELL
|
- |
-24.2K- 22.21% |
$1.35M - $1.64M
|
84.8K
$6.82M
|
|
|
Feb 09, 2023
Q4 2022
|
Virginia National Bank
|
SELL
|
- |
-24.5K- 67.02% |
$1.36M - $1.66M
|
12K
$968K
|
|
|
Jan 11, 2023
Q4 2022
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-25.7K- 84.42% |
$1.43M - $1.74M
|
4.74K
$381K
|
|
|
Feb 03, 2023
Q4 2022
|
Newport Capital Group, LLC
|
SELL
|
- |
-26.3K- 49.57% |
$1.46M - $1.78M
|
26.7K
$2.15M
|
|
|
Jan 23, 2023
Q4 2022
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-26.4K- 2.74% |
$1.47M - $1.79M
|
937K
$75.3M
|
|
|
Feb 01, 2023
Q4 2022
|
Great Diamond Partners, LLC
|
SELL
|
- |
-26.4K- 81.6% |
$1.47M - $1.79M
|
5.95K
$479K
|
|
|
Jan 19, 2023
Q4 2022
|
Lincoln Capital Corp
|
SELL
|
- |
-27.8K- 83.44% |
$1.55M - $1.88M
|
5.52K
$443K
|
|
|
Jun 20, 2024
Q4 2022
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-27.8K- 8.11% |
$1.55M - $1.88M
|
315K
$25.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Quest Investment Management LLC
Lake Oswego, OR |
SELL
|
- |
-28.5K- 12.29% |
$1.59M - $1.93M
|
203K
$16.3M
|
|
|
Feb 07, 2023
Q4 2022
|
Edge Capital Group, LLC
|
SELL
|
- |
-29K- 32.04% |
$1.62M - $1.97M
|
61.5K
$4.94M
|
|
|
Jan 09, 2023
Q4 2022
|
Yousif Capital Management, LLC
|
SELL
|
- |
-30.5K- 19.61% |
$1.7M - $2.06M
|
125K
$10M
|
|
|
Feb 13, 2023
Q4 2022
|
Brown Advisory Inc
|
SELL
|
- |
-30.5K- 5.83% |
$1.7M - $2.07M
|
493K
$39.6M
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-31.8K- 18.2% |
$1.77M - $2.15M
|
143K
$11.5M
|
|
|
Feb 08, 2023
Q4 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-32.1K- 77.01% |
$1.79M - $2.17M
|
9.57K
$769K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-32.7K- 5.79% |
$1.82M - $2.21M
|
531K
$42.7M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-32.9K- 3.35% |
$1.83M - $2.23M
|
948K
$76.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Black Maple Capital Management LP
Milwaukee, WI |
SELL
|
- |
-34K- 52.09% |
$1.89M - $2.3M
|
31.3K
$2.51M
|
|
|
Jan 31, 2023
Q4 2022
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-34.4K- 13.51% |
$1.92M - $2.33M
|
220K
$17.7M
|
|
|
Feb 03, 2023
Q4 2022
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-35.5K- 11.38% |
$1.98M - $2.41M
|
276K
$22.2M
|
|
|
Jan 10, 2023
Q4 2022
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-35.6K- 6.0% |
$1.98M - $2.41M
|
557K
$44.8M
|
|
|
Feb 13, 2023
Q4 2022
|
M&T Bank Corp
|
SELL
|
- |
-35.7K- 1.24% |
$1.99M - $2.42M
|
2.84M
$228M
|
|
|
Feb 02, 2023
Q4 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-37.5K- 4.92% |
$2.09M - $2.54M
|
724K
$58.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-37.6K- 4.83% |
$2.09M - $2.55M
|
741K
$59.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-37.6K- 93.75% |
$2.1M - $2.55M
|
2.51K
$202K
|
|
|
Feb 06, 2023
Q4 2022
|
Amarillo National Bank
|
SELL
|
- |
-38.1K- 31.75% |
$2.12M - $2.58M
|
81.9K
$6.58M
|
|
|
Feb 06, 2023
Q4 2022
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-38.5K- 91.49% |
$2.14M - $2.61M
|
3.58K
$288K
|
|
|
Feb 10, 2023
Q4 2022
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-38.9K- 53.25% |
$2.17M - $2.64M
|
34.1K
$2.74M
|
|
|
Feb 14, 2023
Q4 2022
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-40.9KClosed |
$2.28M - $2.77M
|
0
$0
|
|
|
Feb 01, 2023
Q4 2022
|
Crestone Asset Management LLC
|
SELL
|
- |
-40.9K- 19.62% |
$2.28M - $2.77M
|
168K
$13.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-41.1K- 3.88% |
$2.29M - $2.79M
|
1.02M
$81.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Swan Global Investments, LLC
Durango, CO |
SELL
|
- |
-41.2K- 8.02% |
$2.3M - $2.8M
|
473K
$38M
|
|
|
Feb 06, 2024
Q4 2022
|
Van Leeuwen & Company, LLC
Princeton, NJ |
SELL
|
- |
-41.7K- 31.38% |
$2.32M - $2.83M
|
91.1K
$7.32M
|
|
|
Feb 07, 2023
Q4 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-42.7K- 6.63% |
$2.38M - $2.89M
|
601K
$48.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-43.2K- 1.25% |
$2.41M - $2.93M
|
3.4M
$273M
|
|
|
Feb 14, 2023
Q4 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-43.8K- 42.75% |
$2.44M - $2.97M
|
58.6K
$4.71M
|
|
|
Nov 16, 2023
Q4 2022
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
SELL
|
- |
-44.6K- 22.68% |
$2.49M - $3.03M
|
152K
$12.2M
|