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 15, 2023
Q4 2022
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
1.85K+ 23.08% |
$103K - $125K
|
9.87K
$769K
|
|
|
Jan 20, 2023
Q4 2022
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
1.82K+ 8.08% |
$102K - $124K
|
24.4K
$1.9M
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.73K+ 1.58% |
$96.6K - $118K
|
111K
$8.66M
|
|
|
Jun 13, 2023
Q4 2022
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
1.7KNew |
$94.4K - $115K
|
1.7K
$132K
|
|
|
Jan 30, 2023
Q4 2022
|
Hemington Wealth Management
|
BUY
|
- |
1.64K+ 11.69% |
$91.5K - $111K
|
15.7K
$1.22M
|
|
|
Feb 08, 2023
Q4 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
1.63K+ 4.91% |
$90.5K - $110K
|
34.7K
$2.7M
|
|
|
Feb 03, 2023
Q4 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
1.62K+ 29.64% |
$90.4K - $110K
|
7.09K
$553K
|
|
|
Jan 11, 2023
Q4 2022
|
First Citizens Financial Corp
|
BUY
|
- |
1.62K+ 1.24% |
$90.2K - $110K
|
132K
$10.3M
|
|
|
Jan 17, 2023
Q4 2022
|
Well Done, LLC
|
BUY
|
- |
1.61K+ 11.18% |
$89.9K - $109K
|
16.1K
$1.25M
|
|
|
Feb 10, 2023
Q4 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
1.58K+ 3.44% |
$88.2K - $107K
|
47.6K
$3.71M
|
|
|
Jan 26, 2023
Q4 2022
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
1.57K+ 0.94% |
$87.5K - $106K
|
168K
$13.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1.54K+ 38.52% |
$85.5K - $104K
|
5.52K
$430K
|
|
|
Feb 03, 2023
Q4 2022
|
Ieq Capital, LLC
|
BUY
|
- |
1.51K+ 0.75% |
$84.1K - $102K
|
203K
$15.9M
|
|
|
Jan 20, 2023
Q4 2022
|
Sunburst Financial Group, LLC
|
BUY
|
- |
1.5K+ 9.8% |
$83.8K - $102K
|
16.9K
$1.31M
|
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
BUY
|
- |
1.49K+ 4.32% |
$82.8K - $101K
|
35.9K
$2.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Nbt Bank N A
|
BUY
|
- |
1.48K+ 2.26% |
$82.6K - $101K
|
67.1K
$5.23M
|
|
|
Jan 25, 2023
Q4 2022
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
1.46K+ 1.47% |
$81.2K - $98.8K
|
101K
$7.85M
|
|
|
Jan 27, 2023
Q4 2022
|
Northeast Investment Management
|
BUY
|
- |
1.41K+ 10.78% |
$78.6K - $95.7K
|
14.5K
$1.13M
|
|
|
Feb 14, 2023
Q4 2022
|
United Bank
Vienna, VA |
BUY
|
- |
1.4K+ 8.88% |
$78K - $95K
|
17.2K
$1.34M
|
|
|
Feb 08, 2023
Q4 2022
|
Abbrea Capital, LLC
|
BUY
|
- |
1.4K+ 4.53% |
$78K - $94.9K
|
32.3K
$2.52M
|
|
|
Feb 14, 2023
Q4 2022
|
Tcw Group Inc
|
BUY
|
- |
1.4K+ 13.45% |
$78K - $94.9K
|
11.8K
$920K
|
|
|
May 24, 2023
Q4 2022
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
1.38KNew |
$76.8K - $93.5K
|
1.38K
$107K
|
|
|
Jan 23, 2023
Q4 2022
|
Occidental Asset Management, LLC
|
BUY
|
- |
1.35K+ 19.08% |
$75.4K - $91.8K
|
8.45K
$658K
|
|
|
Feb 14, 2023
Q4 2022
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
1.31K+ 20.52% |
$73K - $88.8K
|
7.7K
$600K
|
|
|
Feb 08, 2023
Q4 2022
|
Cohen Lawrence B
Boston, MA |
BUY
|
- |
1.3K+ 3.62% |
$72.4K - $88.1K
|
37.2K
$2.9M
|
|
|
Jan 13, 2023
Q4 2022
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
1.29K+ 23.07% |
$71.6K - $87.1K
|
6.86K
$534K
|
|
|
Feb 14, 2023
Q4 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1.29K+ 37.68% |
$71.6K - $87.1K
|
4.7K
$366K
|
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
BUY
|
- |
1.28K+ 3.77% |
$71.3K - $86.8K
|
35.3K
$2.75M
|
|
|
Feb 14, 2023
Q4 2022
|
Madden Advisory Services, Inc.
|
BUY
|
- |
1.27K+ 1.37% |
$70.8K - $86.2K
|
94.1K
$7.33M
|
|
|
Feb 14, 2023
Q4 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
1.26K+ 13.86% |
$70.1K - $85.3K
|
10.3K
$806K
|
|
|
Feb 13, 2023
Q4 2022
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
1.24K+ 11.54% |
$69.3K - $84.3K
|
12K
$937K
|
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
1.23K+ 11.54% |
$68.7K - $83.6K
|
11.9K
$929K
|
|
|
Feb 07, 2023
Q4 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
1.23K+ 7.34% |
$68.6K - $83.4K
|
18K
$1.4M
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
1.19K+ 3.59% |
$66.3K - $80.7K
|
34.4K
$2.68M
|
|
|
Jan 12, 2023
Q4 2022
|
Avity Investment Management Inc.
|
BUY
|
- |
1.18K+ 10.65% |
$65.7K - $80K
|
12.3K
$956K
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
1.16K+ 16.45% |
$64.8K - $78.9K
|
8.24K
$642K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.16K+ 17.81% |
$64.6K - $78.6K
|
7.67K
$597K
|
|
|
Feb 14, 2023
Q4 2022
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
1.1K+ 3.47% |
$61.3K - $74.6K
|
32.8K
$2.55M
|
|
|
Jan 16, 2024
Q4 2022
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
BUY
|
- |
1.09K+ 2.88% |
$60.7K - $73.8K
|
38.9K
$3.03M
|
|
|
Feb 14, 2023
Q4 2022
|
Westshore Wealth, LLC
|
BUY
|
- |
1.07K+ 4.42% |
$59.6K - $72.5K
|
25.3K
$1.97M
|
|
|
Feb 09, 2023
Q4 2022
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
1.07KNew |
$59.3K - $72.2K
|
1.07K
$83K
|
|
|
Feb 13, 2023
Q4 2022
|
Bank Of Marin
Novato, CA |
BUY
|
- |
1.06K+ 2.73% |
$59.2K - $72.1K
|
40K
$3.12M
|
|
|
Jan 31, 2023
Q4 2022
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
1.06K+ 1.97% |
$58.9K - $71.7K
|
54.7K
$4.26M
|
|
|
Feb 03, 2023
Q4 2022
|
Klingman & Associates, LLC
|
BUY
|
- |
1.06K+ 3.8% |
$58.8K - $71.6K
|
28.8K
$2.25M
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
1.04K+ 2.67% |
$58K - $70.6K
|
40K
$3.12M
|
|
|
Jan 20, 2023
Q4 2022
|
Apeiron Ria LLC
|
BUY
|
- |
1.04K+ 21.16% |
$57.9K - $70.5K
|
5.96K
$464K
|
|
|
Feb 14, 2023
Q4 2022
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1.04K+ 9.83% |
$57.9K - $70.5K
|
11.6K
$905K
|
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.03K+ 1.95% |
$57.3K - $69.8K
|
53.9K
$4.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
1.02K+ 4.39% |
$56.8K - $69.1K
|
24.3K
$1.89M
|
|
|
Feb 14, 2023
Q4 2022
|
Hillman Capital Management, Inc.
Bethesda, MD |
BUY
|
- |
1.02K+ 4.49% |
$56.7K - $69K
|
23.7K
$1.84M
|