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 01, 2023
Q4 2022
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
981+ 20.36% |
$54.7K - $66.5K
|
5.8K
$449K
|
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
976+ 11.14% |
$54.4K - $66.2K
|
9.74K
$755K
|
|
|
Feb 09, 2023
Q4 2022
|
Scotia Capital Inc.
|
BUY
|
- |
934+ 2.13% |
$52K - $63.3K
|
44.8K
$3.47M
|
|
|
Feb 09, 2023
Q4 2022
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
918+ 13.56% |
$51.1K - $62.2K
|
7.69K
$596K
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
BUY
|
- |
898+ 12.58% |
$50K - $60.9K
|
8.04K
$623K
|
|
|
Jan 17, 2023
Q4 2022
|
Blb&B Advisors, LLC
|
BUY
|
- |
879+ 3.26% |
$49K - $59.6K
|
27.8K
$2.16M
|
|
|
Feb 13, 2023
Q4 2022
|
Providence First Trust CO
|
BUY
|
- |
875+ 1.62% |
$48.7K - $59.3K
|
54.8K
$4.25M
|
|
|
Feb 08, 2023
Q4 2022
|
Connolly Sarah T.
Boston, MA |
BUY
|
- |
860+ 10.53% |
$47.9K - $58.3K
|
9.03K
$700K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
753+ 11.86% |
$41.9K - $51K
|
7.1K
$550K
|
|
|
Feb 03, 2023
Q4 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
742+ 1.29% |
$41.3K - $50.3K
|
58.3K
$4.52M
|
|
|
Jan 31, 2023
Q4 2022
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
701+ 16.86% |
$39.1K - $47.5K
|
4.86K
$377K
|
|
|
Feb 03, 2023
Q4 2022
|
Nichols & Pratt Advisers LLP
|
BUY
|
- |
700+ 5.07% |
$39K - $47.5K
|
14.5K
$1.12M
|
|
|
Feb 14, 2023
Q4 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
687+ 0.14% |
$38.3K - $46.6K
|
478K
$37M
|
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
685New |
$38.2K - $46.4K
|
685
$53.1K
|
|
|
Feb 24, 2023
Q4 2022
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
678New |
$37.8K - $46K
|
678
$52.5K
|
|
|
Feb 01, 2023
Q4 2022
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
664+ 7.77% |
$37K - $45K
|
9.21K
$714K
|
|
|
Feb 01, 2023
Q4 2022
|
Trust CO Of Virginia
|
BUY
|
- |
660+ 3.68% |
$36.8K - $44.7K
|
18.6K
$1.44M
|
|
|
Feb 14, 2023
Q4 2022
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
614+ 1.13% |
$34.2K - $41.6K
|
54.8K
$4.24M
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
608+ 3.34% |
$33.9K - $41.2K
|
18.8K
$1.46M
|
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
596New |
$33.2K - $40.4K
|
596
$46.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Davidson Trust CO
|
BUY
|
- |
592+ 3.77% |
$33K - $40.1K
|
16.3K
$1.26M
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
585+ 4.52% |
$32.6K - $39.7K
|
13.5K
$1.05M
|
|
|
Feb 14, 2023
Q4 2022
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
585New |
$32.6K - $39.7K
|
585
$45.3K
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
571New |
$31.8K - $38.7K
|
571
$44.3K
|
|
|
Jan 24, 2023
Q4 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
561+ 3.05% |
$31.3K - $38K
|
19K
$1.47M
|
|
|
Jan 13, 2023
Q4 2022
|
Northside Capital Management, LLC
|
BUY
|
- |
556+ 13.6% |
$31K - $37.7K
|
4.64K
$360K
|
|
|
Jan 24, 2023
Q4 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
553+ 1.05% |
$30.8K - $37.5K
|
53.3K
$4.13M
|
|
|
Feb 09, 2023
Q4 2022
|
Greenfield Ftc, Inc.
|
BUY
|
- |
541+ 0.41% |
$30.1K - $36.7K
|
133K
$10.3M
|
|
|
Oct 12, 2023
Q4 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
BUY
|
- |
529+ 2.58% |
$29.5K - $35.9K
|
21K
$1.63M
|
|
|
Feb 07, 2023
Q4 2022
|
Brio Consultants, LLC
|
BUY
|
- |
525+ 1.05% |
$29.2K - $35.6K
|
50.7K
$3.93M
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
519New |
$28.9K - $35.2K
|
519
$40.2K
|
|
|
Feb 07, 2023
Q4 2022
|
Highland Capital Management, LLC
|
BUY
|
- |
510+ 3.82% |
$28.4K - $34.6K
|
13.9K
$1.07M
|
|
|
Feb 14, 2023
Q4 2022
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
491+ 1.59% |
$27.4K - $33.3K
|
31.4K
$2.43M
|
|
|
Jan 23, 2023
Q4 2022
|
Culbertson A N & CO Inc
|
BUY
|
- |
490+ 5.28% |
$27.3K - $33.2K
|
9.77K
$757K
|
|
|
Jan 17, 2023
Q4 2022
|
Colorado Capital Management, Inc.
|
BUY
|
- |
486+ 6.64% |
$27.1K - $32.9K
|
7.81K
$605K
|
|
|
Jan 20, 2023
Q4 2022
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
485+ 0.22% |
$27K - $32.9K
|
226K
$17.5M
|
|
|
Mar 15, 2023
Q4 2022
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
485New |
$27K - $32.9K
|
485
$37.6K
|
|
|
Feb 10, 2023
Q4 2022
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
484+ 3.46% |
$27K - $32.8K
|
14.5K
$1.12M
|
|
|
Feb 10, 2023
Q4 2022
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
481+ 1.68% |
$26.8K - $32.6K
|
29.1K
$2.26M
|
|
|
Feb 14, 2023
Q4 2022
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
472+ 1.05% |
$26.3K - $32K
|
45.4K
$3.52M
|
|
|
Feb 15, 2023
Q4 2022
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
469+ 205.7% |
$26.1K - $31.8K
|
697
$54K
|
|
|
Jan 11, 2023
Q4 2022
|
Enterprise Bank & Trust CO
|
BUY
|
- |
467+ 3.42% |
$26K - $31.7K
|
14.1K
$1.1M
|
|
|
Jan 19, 2023
Q4 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
460+ 28.15% |
$25.6K - $31.2K
|
2.09K
$162K
|
|
|
Feb 10, 2023
Q4 2022
|
Jsf Financial, LLC
|
BUY
|
- |
458+ 3.21% |
$25.5K - $31K
|
14.7K
$1.14M
|
|
|
Feb 09, 2023
Q4 2022
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
455+ 4.11% |
$25.3K - $30.8K
|
11.5K
$893K
|
|
|
Feb 27, 2023
Q4 2022
|
Objective Capital Management, LLC
|
BUY
|
- |
448+ 4.94% |
$25K - $30.4K
|
9.51K
$737K
|
|
|
Jan 18, 2023
Q4 2022
|
Kg&L Capital Management,Llc
|
BUY
|
- |
445+ 2.91% |
$24.8K - $30.2K
|
15.7K
$1.22M
|
|
|
Dec 20, 2023
Q4 2022
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
442New |
$24.6K - $30K
|
442
$34.3K
|
|
|
Feb 23, 2023
Q4 2022
|
Athena Investment Management
|
BUY
|
- |
441+ 2.16% |
$24.6K - $29.9K
|
20.9K
$1.62M
|
|
|
Jan 23, 2023
Q4 2022
|
Capital Advantage, Inc.
|
BUY
|
- |
431+ 1.51% |
$24K - $29.2K
|
28.9K
$2.24M
|