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
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
45.8K+ 17.88% |
$2.55M - $3.11M
|
302K
$24.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
45.7KNew |
$2.55M - $3.1M
|
45.7K
$3.68M
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
44.2K+ 4.15% |
$2.46M - $2.99M
|
1.11M
$89.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
43.9K+ 3.46% |
$2.44M - $2.97M
|
1.31M
$105M
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
43.7KNew |
$2.44M - $2.97M
|
43.7K
$3.52M
|
|
|
Feb 13, 2023
Q4 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
43.7K+ 125.07% |
$2.43M - $2.96M
|
78.6K
$6.32M
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
43.2K+ 35.06% |
$2.41M - $2.93M
|
166K
$13.4M
|
|
|
Feb 14, 2023
Q4 2022
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
43.2K+ 92.2% |
$2.4M - $2.93M
|
90K
$7.23M
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
42.9KNew |
$2.39M - $2.91M
|
42.9K
$3.44M
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
42.9KNew |
$2.39M - $2.91M
|
42.9K
$3.44M
|
|
|
Feb 14, 2023
Q4 2022
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
42.7K+ 123.41% |
$2.38M - $2.89M
|
77.3K
$6.21M
|
|
|
Feb 01, 2023
Q4 2022
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
41.4K+ 89.14% |
$2.31M - $2.81M
|
87.9K
$7.07M
|
|
|
Feb 13, 2023
Q4 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
41.4K+ 5.37% |
$2.31M - $2.81M
|
813K
$65.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
41.4KNew |
$2.3M - $2.8M
|
41.4K
$3.33M
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
BUY
|
- |
41K+ 310.27% |
$2.28M - $2.78M
|
54.2K
$4.36M
|
|
|
Feb 09, 2023
Q4 2022
|
Hamilton Wealth, LLC
|
BUY
|
- |
40.7K+ 735.83% |
$2.27M - $2.76M
|
46.2K
$3.72M
|
|
|
Feb 10, 2023
Q4 2022
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
40.4KNew |
$2.25M - $2.74M
|
40.4K
$3.25M
|
|
|
Feb 13, 2023
Q4 2022
|
Rex Capital Advisors, LLC
Providence, RI |
BUY
|
- |
39.5KNew |
$2.2M - $2.68M
|
39.5K
$3.17M
|
|
|
Feb 14, 2023
Q4 2022
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
39.5K+ 186.98% |
$2.2M - $2.68M
|
60.6K
$4.87M
|
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
39K+ 590.36% |
$2.17M - $2.64M
|
45.6K
$3.67M
|
|
|
Oct 19, 2023
Q4 2022
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
38.9KNew |
$2.17M - $2.64M
|
38.9K
$3.13M
|
|
|
Jan 30, 2023
Q4 2022
|
Paragon Advisors, LLC
|
BUY
|
- |
38.8KNew |
$2.16M - $2.63M
|
38.8K
$3.12M
|
|
|
Jan 19, 2023
Q4 2022
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
38.7KNew |
$2.16M - $2.62M
|
38.7K
$3.11M
|
|
|
Jan 23, 2023
Q4 2022
|
Defined Wealth Management, LLC
|
BUY
|
- |
38.2KNew |
$2.13M - $2.59M
|
38.2K
$3.07M
|
|
|
Feb 09, 2023
Q4 2022
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
38KNew |
$2.12M - $2.58M
|
38K
$3.06M
|
|
|
Feb 03, 2023
Q4 2022
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
37.6KNew |
$2.1M - $2.55M
|
37.6K
$3.02M
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
36.8K+ 28.73% |
$2.05M - $2.5M
|
165K
$13.3M
|
|
|
Feb 07, 2023
Q4 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
36.8K+ 179.4% |
$2.05M - $2.49M
|
57.3K
$4.6M
|
|
|
Jan 09, 2023
Q4 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
36.4K+ 34.39% |
$2.03M - $2.47M
|
142K
$11.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
36.4K+ 50.34% |
$2.03M - $2.47M
|
109K
$8.73M
|
|
|
Feb 14, 2023
Q4 2022
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
36.1K+ 428.91% |
$2.01M - $2.44M
|
44.5K
$3.57M
|
|
|
Feb 14, 2023
Q4 2022
|
Harding Loevner LP
Bridgewater, NJ |
BUY
|
- |
35.6K+ 507.15% |
$1.98M - $2.41M
|
42.6K
$3.42M
|
|
|
Feb 14, 2023
Q4 2022
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
35.6K+ 63.98% |
$1.98M - $2.41M
|
91.1K
$7.32M
|
|
|
Jan 19, 2023
Q4 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
35.5KNew |
$1.98M - $2.41M
|
35.5K
$2.85M
|
|
|
Jan 25, 2023
Q4 2022
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
35.4K+ 54.2% |
$1.97M - $2.4M
|
101K
$8.08M
|
|
|
Feb 02, 2023
Q4 2022
|
Alera Investment Advisors, LLC
|
BUY
|
- |
35.2K+ 18.05% |
$1.96M - $2.39M
|
230K
$18.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Tlwm
San Antonio, TX |
BUY
|
- |
35.1KNew |
$1.96M - $2.38M
|
35.1K
$2.82M
|
|
|
Feb 09, 2023
Q4 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
34.9K+ 31.63% |
$1.95M - $2.37M
|
145K
$11.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
34.3K+ 74.13% |
$1.91M - $2.32M
|
80.5K
$6.47M
|
|
|
Jan 12, 2023
Q4 2022
|
Clarus Wealth Advisors
|
BUY
|
- |
33.9KNew |
$1.89M - $2.3M
|
33.9K
$2.73M
|
|
|
May 04, 2023
Q4 2022
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
33.9KNew |
$1.89M - $2.3M
|
33.9K
$2.73M
|
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
33.9K+ 5.26% |
$1.89M - $2.3M
|
678K
$54.5M
|
|
|
Jan 20, 2023
Q4 2022
|
Ltg Capital LLC
|
BUY
|
- |
32.9K+ 491.66% |
$1.83M - $2.23M
|
39.6K
$3.18M
|
|
|
Feb 13, 2023
Q4 2022
|
Krilogy Financial LLC
|
BUY
|
- |
32.2K+ 146.39% |
$1.8M - $2.18M
|
54.2K
$4.36M
|
|
|
Feb 07, 2023
Q4 2022
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
31.9K+ 15.24% |
$1.77M - $2.16M
|
241K
$19.4M
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
31.2K+ 1.62% |
$1.74M - $2.12M
|
1.96M
$157M
|
|
|
Jan 17, 2023
Q4 2022
|
Bank Of Stockton
|
BUY
|
- |
31.1K+ 22.11% |
$1.73M - $2.11M
|
172K
$13.8M
|
|
|
Jan 26, 2023
Q4 2022
|
Paulson Wealth Management Inc.
|
BUY
|
- |
31K+ 10.34% |
$1.73M - $2.1M
|
331K
$26.6M
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
31K+ 4.52% |
$1.73M - $2.1M
|
716K
$57.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Family Management Corp
New York, NY |
BUY
|
- |
30.8KNew |
$1.71M - $2.09M
|
30.8K
$2.47M
|