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 |
|---|---|---|---|---|---|---|---|
|
Aug 29, 2023
Q4 2022
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
3.7KNew |
$206K - $251K
|
3.7K
$288K
|
|
|
Feb 07, 2023
Q4 2022
|
Cutler Group LP
|
BUY
|
- |
3.7K+ 184900.0% |
$206K - $251K
|
3.7K
$288K
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
3.66K+ 11.36% |
$204K - $248K
|
35.9K
$2.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
3.65KNew |
$203K - $247K
|
3.65K
$284K
|
|
|
Feb 13, 2023
Q4 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
3.63KNew |
$202K - $246K
|
3.63K
$283K
|
|
|
Jun 25, 2024
Q4 2022
|
Sensible Money, LLC
Scottsdale, AZ |
BUY
|
- |
3.62KNew |
$202K - $245K
|
3.62K
$282K
|
|
|
Feb 13, 2023
Q4 2022
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
3.61KNew |
$201K - $245K
|
3.61K
$281K
|
|
|
Feb 07, 2023
Q4 2022
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
3.59KNew |
$200K - $244K
|
3.59K
$280K
|
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
3.59KNew |
$200K - $243K
|
3.59K
$280K
|
|
|
Feb 07, 2023
Q4 2022
|
Zeit Capital LLC
|
BUY
|
- |
3.57KNew |
$199K - $242K
|
3.57K
$278K
|
|
|
Feb 13, 2023
Q4 2022
|
Redw Wealth LLC
|
BUY
|
- |
3.56KNew |
$198K - $241K
|
3.56K
$277K
|
|
|
Jan 18, 2023
Q4 2022
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
3.54KNew |
$197K - $240K
|
3.54K
$275K
|
|
|
Jan 19, 2023
Q4 2022
|
Quent Capital, LLC
|
BUY
|
- |
3.53K+ 2.69% |
$197K - $240K
|
135K
$10.5M
|
|
|
Jan 26, 2023
Q4 2022
|
Acas, LLC
|
BUY
|
- |
3.51K+ 13.6% |
$196K - $238K
|
29.3K
$2.29M
|
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
3.51K+ 49.19% |
$195K - $238K
|
10.6K
$829K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
3.48K+ 42.37% |
$194K - $236K
|
11.7K
$912K
|
|
|
Feb 03, 2023
Q4 2022
|
Morling Financial Advisors, LLC
|
BUY
|
- |
3.47K+ 5888.14% |
$194K - $236K
|
3.53K
$275K
|
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
3.47K+ 2.67% |
$193K - $235K
|
133K
$10.4M
|
|
|
Jan 30, 2023
Q4 2022
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
3.46KNew |
$193K - $234K
|
3.46K
$269K
|
|
|
Feb 02, 2023
Q4 2022
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
3.46KNew |
$193K - $234K
|
3.46K
$269K
|
|
|
Feb 14, 2023
Q4 2022
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
3.46K+ 2.4% |
$192K - $234K
|
148K
$11.5M
|
|
|
Jan 09, 2023
Q4 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
3.44KNew |
$192K - $233K
|
3.44K
$268K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.44K+ 18.1% |
$192K - $233K
|
22.4K
$1.75M
|
|
|
Feb 01, 2023
Q4 2022
|
Patten & Patten Inc
|
BUY
|
- |
3.43KNew |
$191K - $233K
|
3.43K
$267K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
3.42K+ 12.62% |
$190K - $232K
|
30.5K
$2.37M
|
|
|
Jan 25, 2023
Q4 2022
|
Greylin Investment Mangement Inc
|
BUY
|
- |
3.41KNew |
$190K - $231K
|
3.41K
$266K
|
|
|
Feb 13, 2023
Q4 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
3.41KNew |
$190K - $231K
|
3.41K
$266K
|
|
|
Jan 30, 2023
Q4 2022
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
3.39KNew |
$189K - $230K
|
3.39K
$264K
|
|
|
Jan 30, 2023
Q4 2022
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
3.39KNew |
$189K - $230K
|
3.39K
$264K
|
|
|
Feb 02, 2023
Q4 2022
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
3.38KNew |
$188K - $229K
|
3.38K
$263K
|
|
|
Feb 09, 2023
Q4 2022
|
Atalanta Sosnoff Capital, LLC
|
BUY
|
- |
3.37KNew |
$187K - $228K
|
3.37K
$262K
|
|
|
Sep 05, 2024
Q4 2022
|
Granite Fo LLC
Bedford, NH |
BUY
|
- |
3.35KNew |
$187K - $227K
|
3.35K
$261K
|
|
|
Feb 14, 2023
Q4 2022
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
3.33KNew |
$185K - $225K
|
3.33K
$259K
|
|
|
Jan 26, 2023
Q4 2022
|
Sky Oak Wealth, LLC
|
BUY
|
- |
3.29KNew |
$183K - $223K
|
3.29K
$256K
|
|
|
Feb 15, 2023
Q4 2022
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
3.28KNew |
$183K - $222K
|
3.28K
$256K
|
|
|
Feb 07, 2023
Q4 2022
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
3.28KNew |
$183K - $222K
|
3.28K
$255K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
3.28K+ 30.82% |
$182K - $222K
|
13.9K
$1.08M
|
|
|
Jan 24, 2023
Q4 2022
|
Courier Capital LLC
|
BUY
|
- |
3.26K+ 1.33% |
$182K - $221K
|
248K
$19.3M
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
3.25KNew |
$181K - $220K
|
3.25K
$253K
|
|
|
Feb 14, 2023
Q4 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
3.22KNew |
$180K - $218K
|
3.22K
$251K
|
|
|
Feb 13, 2023
Q4 2022
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
3.2KNew |
$178K - $217K
|
3.2K
$249K
|
|
|
Feb 07, 2023
Q4 2022
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
3.17KNew |
$177K - $215K
|
3.17K
$247K
|
|
|
Jan 31, 2023
Q4 2022
|
Sargent Investment Group, LLC
|
BUY
|
- |
3.17KNew |
$177K - $215K
|
3.17K
$247K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.17K+ 8.4% |
$176K - $215K
|
40.9K
$3.18M
|
|
|
Feb 14, 2023
Q4 2022
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
3.16KNew |
$176K - $214K
|
3.16K
$246K
|
|
|
Feb 02, 2023
Q4 2022
|
Northwest Capital Management Inc
|
BUY
|
- |
3.16KNew |
$176K - $214K
|
3.16K
$246K
|
|
|
Jan 23, 2023
Q4 2022
|
Saxon Interests, Inc.
|
BUY
|
- |
3.15KNew |
$176K - $214K
|
3.15K
$246K
|
|
|
Jan 30, 2023
Q4 2022
|
Marietta Wealth Management, LLC
|
BUY
|
- |
3.15K+ 32.0% |
$175K - $214K
|
13K
$1.01M
|
|
|
Jan 31, 2023
Q4 2022
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
3.15KNew |
$175K - $214K
|
3.15K
$245K
|
|
|
Feb 23, 2023
Q4 2022
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
3.12KNew |
$174K - $212K
|
3.12K
$243K
|