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 26, 2023
Q4 2022
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
3.11KNew |
$173K - $211K
|
3.11K
$241K
|
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
3.1K+ 76.83% |
$173K - $210K
|
7.14K
$554K
|
|
|
Jan 20, 2023
Q4 2022
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
3.1KNew |
$173K - $210K
|
3.1K
$240K
|
|
|
Jan 18, 2023
Q4 2022
|
Intergy Private Wealth, LLC
|
BUY
|
- |
3.1KNew |
$173K - $210K
|
3.1K
$240K
|
|
|
Jan 19, 2023
Q4 2022
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
3.1KNew |
$173K - $210K
|
3.1K
$240K
|
|
|
Feb 10, 2023
Q4 2022
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
BUY
|
- |
3.09KNew |
$172K - $209K
|
3.09K
$239K
|
|
|
Jan 18, 2023
Q4 2022
|
J.P. Marvel Investment Advisors, LLC
|
BUY
|
- |
3.07KNew |
$171K - $208K
|
3.07K
$238K
|
|
|
Feb 14, 2023
Q4 2022
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
3.06KNew |
$170K - $207K
|
3.06K
$237K
|
|
|
Feb 14, 2023
Q4 2022
|
Iron Financial, LLC
|
BUY
|
- |
3.05KNew |
$170K - $207K
|
3.05K
$237K
|
|
|
Feb 07, 2023
Q4 2022
|
Hudson Portfolio Management LLC
Garrison, NY |
BUY
|
- |
3.05K+ 64.16% |
$170K - $206K
|
7.79K
$604K
|
|
|
Feb 03, 2023
Q4 2022
|
Ramsay, Stattman, Vela & Price, Inc.
|
BUY
|
- |
2.99K+ 4.04% |
$167K - $203K
|
77K
$5.97M
|
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
2.98K+ 15.06% |
$166K - $202K
|
22.8K
$1.76M
|
|
|
Feb 14, 2023
Q4 2022
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
2.93K+ 1.44% |
$163K - $199K
|
206K
$16M
|
|
|
Jan 20, 2023
Q4 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
2.89K+ 30.79% |
$161K - $196K
|
12.3K
$951K
|
|
|
Feb 10, 2023
Q4 2022
|
Motco
|
BUY
|
- |
2.88K+ 12.8% |
$161K - $195K
|
25.4K
$1.97M
|
|
|
Feb 07, 2023
Q4 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.86K+ 7.88% |
$159K - $194K
|
39.2K
$3.03M
|
|
|
Jan 17, 2023
Q4 2022
|
In Track Investment Management Inc
|
BUY
|
- |
2.78K+ 7.48% |
$155K - $188K
|
39.9K
$3.09M
|
|
|
Feb 10, 2023
Q4 2022
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
2.73K+ 2.93% |
$152K - $185K
|
95.9K
$7.44M
|
|
|
Feb 07, 2023
Q4 2022
|
Harbor Advisory Corp
|
BUY
|
- |
2.71K+ 10.75% |
$151K - $184K
|
27.9K
$2.16M
|
|
|
Jan 26, 2023
Q4 2022
|
Nkcfo LLC
|
BUY
|
- |
2.7KNew |
$150K - $183K
|
2.7K
$209K
|
|
|
Feb 13, 2023
Q4 2022
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
2.7K+ 24.3% |
$150K - $183K
|
13.8K
$1.07M
|
|
|
Jan 26, 2023
Q4 2022
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
2.7K+ 10.07% |
$150K - $183K
|
29.5K
$2.28M
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.65K+ 1.79% |
$147K - $179K
|
151K
$11.7M
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.64K+ 126.03% |
$147K - $179K
|
4.73K
$367K
|
|
|
Jan 24, 2023
Q4 2022
|
Fusion Family Wealth LLC
|
BUY
|
- |
2.63K+ 15.17% |
$147K - $179K
|
20K
$1.55M
|
|
|
Feb 07, 2023
Q4 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
2.62K+ 5.63% |
$146K - $178K
|
49.2K
$3.81M
|
|
|
Feb 13, 2023
Q4 2022
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
2.58K+ 5.56% |
$144K - $175K
|
49K
$3.8M
|
|
|
Jan 25, 2023
Q4 2022
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
2.57K+ 1.25% |
$143K - $174K
|
208K
$16.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Clarity Financial LLC
|
BUY
|
- |
2.52K+ 43.11% |
$141K - $171K
|
8.38K
$649K
|
|
|
Feb 13, 2023
Q4 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
2.5K+ 1.57% |
$139K - $169K
|
162K
$12.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
2.49K+ 2.29% |
$139K - $169K
|
111K
$8.62M
|
|
|
Feb 01, 2023
Q4 2022
|
Sage Mountain Advisors LLC
|
BUY
|
- |
2.48K+ 12.36% |
$138K - $168K
|
22.5K
$1.75M
|
|
|
Feb 14, 2023
Q4 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.46K+ 3.21% |
$137K - $167K
|
79.3K
$6.14M
|
|
|
Feb 13, 2023
Q4 2022
|
Truepoint, Inc.
|
BUY
|
- |
2.45K+ 12.36% |
$137K - $166K
|
22.3K
$1.73M
|
|
|
Jan 24, 2023
Q4 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
2.41K+ 17.46% |
$134K - $163K
|
16.2K
$1.25M
|
|
|
Feb 10, 2023
Q4 2022
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
2.4KNew |
$134K - $163K
|
2.4K
$186K
|
|
|
Feb 14, 2023
Q4 2022
|
Gfg Capital, LLC
|
BUY
|
- |
2.36K+ 61.14% |
$131K - $160K
|
6.22K
$482K
|
|
|
Feb 07, 2023
Q4 2022
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
2.29K+ 27.29% |
$128K - $155K
|
10.7K
$828K
|
|
|
Jan 10, 2023
Q4 2022
|
Rnc Capital Management LLC
|
BUY
|
- |
2.27K+ 6.3% |
$126K - $154K
|
38.2K
$2.96M
|
|
|
Feb 08, 2023
Q4 2022
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
2.26K+ 21.3% |
$126K - $153K
|
12.9K
$997K
|
|
|
Feb 06, 2023
Q4 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
2.19K+ 15.73% |
$122K - $148K
|
16.1K
$1.25M
|
|
|
Feb 09, 2023
Q4 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.12K+ 39.66% |
$118K - $144K
|
7.47K
$579K
|
|
|
Jan 24, 2023
Q4 2022
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
2.12K+ 9.36% |
$118K - $144K
|
24.7K
$1.92M
|
|
|
Feb 14, 2023
Q4 2022
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
2.06K+ 9.22% |
$115K - $140K
|
24.4K
$1.89M
|
|
|
Feb 02, 2023
Q4 2022
|
Ulrich Consultants & Investment Group, LLC
Albuquerque, NM |
BUY
|
- |
2.03K+ 8.03% |
$113K - $137K
|
27.2K
$2.11M
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2.02K+ 158.9% |
$112K - $137K
|
3.29K
$255K
|
|
|
Feb 14, 2023
Q4 2022
|
Momentum Advisors, LLC
|
BUY
|
- |
2K+ 10.8% |
$112K - $136K
|
20.6K
$1.59M
|
|
|
Feb 09, 2023
Q4 2022
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
1.96K+ 25.18% |
$109K - $133K
|
9.74K
$755K
|
|
|
Dec 18, 2023
Q4 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
1.96KNew |
$109K - $133K
|
1.96K
$152K
|
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.9K+ 20.11% |
$106K - $129K
|
11.3K
$879K
|