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 25, 2023
Q4 2022
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
174+ 0.98% |
$9.69K - $11.8K
|
17.8K
$1.39M
|
|
|
Jan 23, 2023
Q4 2022
|
Autus Asset Management, LLC
|
BUY
|
- |
173+ 2.97% |
$9.64K - $11.7K
|
5.99K
$467K
|
|
|
Jan 26, 2023
Q4 2022
|
Santori & Peters, Inc.
|
BUY
|
- |
170+ 0.32% |
$9.47K - $11.5K
|
53.2K
$4.15M
|
|
|
Jan 20, 2023
Q4 2022
|
Keudell
|
BUY
|
- |
163+ 2.0% |
$9.08K - $11K
|
8.33K
$649K
|
|
|
Feb 08, 2023
Q4 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
162+ 0.4% |
$9.03K - $11K
|
41K
$3.19M
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
160+ 0.66% |
$8.91K - $10.8K
|
24.3K
$1.89M
|
|
|
Feb 01, 2023
Q4 2022
|
Kanawha Capital Management LLC
|
BUY
|
- |
157+ 1.36% |
$8.75K - $10.6K
|
11.7K
$911K
|
|
|
Feb 08, 2023
Q4 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
156+ 1.83% |
$8.69K - $10.6K
|
8.67K
$676K
|
|
|
Jan 11, 2023
Q4 2022
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
151+ 0.98% |
$8.41K - $10.2K
|
15.6K
$1.22M
|
|
|
Jan 27, 2023
Q4 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
150+ 7.67% |
$8.36K - $10.2K
|
2.11K
$164K
|
|
|
Feb 02, 2023
Q4 2022
|
Esl Trust Services, LLC
|
BUY
|
- |
147+ 1.31% |
$8.19K - $9.97K
|
11.3K
$883K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
146New |
$8.13K - $9.9K
|
146
$11.4K
|
|
|
Feb 09, 2023
Q4 2022
|
Coastline Trust CO
|
BUY
|
- |
145+ 0.36% |
$8.08K - $9.83K
|
40.2K
$3.13M
|
|
|
Jan 17, 2023
Q4 2022
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
143+ 1.31% |
$7.97K - $9.69K
|
11K
$861K
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
BUY
|
- |
140+ 8.22% |
$7.8K - $9.49K
|
1.84K
$144K
|
|
|
Feb 15, 2023
Q4 2022
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
132New |
$7.35K - $8.95K
|
132
$10.3K
|
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
130New |
$7.24K - $8.81K
|
130
$10.1K
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
120+ 1.59% |
$6.69K - $8.13K
|
7.66K
$597K
|
|
|
Jan 17, 2023
Q4 2022
|
Element Wealth, LLC
|
BUY
|
- |
117+ 3.51% |
$6.52K - $7.93K
|
3.46K
$269K
|
|
|
Feb 13, 2023
Q4 2022
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
117+ 2.73% |
$6.52K - $7.93K
|
4.4K
$343K
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
111+ 0.22% |
$6.18K - $7.52K
|
51.5K
$4.01M
|
|
|
Feb 13, 2023
Q4 2022
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
104+ 0.04% |
$5.79K - $7.05K
|
265K
$20.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Maple Capital Management, Inc.
|
BUY
|
- |
103+ 0.4% |
$5.74K - $6.98K
|
25.8K
$2.01M
|
|
|
Jan 19, 2023
Q4 2022
|
Curbstone Financial Management Corp
|
BUY
|
- |
100+ 0.26% |
$5.57K - $6.78K
|
39K
$3.04M
|
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
100+ 1.8% |
$5.57K - $6.78K
|
5.67K
$441K
|
|
|
Sep 07, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
100+ 1.8% |
$5.57K - $6.78K
|
5.67K
$441K
|
|
|
Jan 30, 2023
Q4 2022
|
Armor Investment Advisors, LLC
|
BUY
|
- |
99+ 3.76% |
$5.52K - $6.71K
|
2.73K
$213K
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
99+ 0.43% |
$5.52K - $6.71K
|
23.1K
$1.8M
|
|
|
Jan 20, 2023
Q4 2022
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
98+ 0.12% |
$5.46K - $6.64K
|
81.8K
$6.37M
|
|
|
Jan 20, 2023
Q4 2022
|
Montecito Bank & Trust
|
BUY
|
- |
96+ 0.29% |
$5.35K - $6.51K
|
33.4K
$2.6M
|
|
|
Feb 01, 2023
Q4 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
95+ 0.95% |
$5.29K - $6.44K
|
10.1K
$791K
|
|
|
Feb 09, 2023
Q4 2022
|
Keystone Wealth Services, LLC
|
BUY
|
- |
94+ 0.84% |
$5.24K - $6.37K
|
11.3K
$882K
|
|
|
Jan 26, 2023
Q4 2022
|
Signal Point Asset Management, LLC
|
BUY
|
- |
90+ 1.82% |
$5.01K - $6.1K
|
5.03K
$392K
|
|
|
Feb 14, 2023
Q4 2022
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
90+ 1.59% |
$5.01K - $6.1K
|
5.77K
$449K
|
|
|
Feb 06, 2023
Q4 2022
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
88+ 0.14% |
$4.9K - $5.97K
|
65K
$5.07M
|
|
|
Jan 31, 2023
Q4 2022
|
Advisor Os, LLC
|
BUY
|
- |
85+ 0.35% |
$4.74K - $5.76K
|
24.6K
$1.91M
|
|
|
Feb 06, 2023
Q4 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
84+ 1.32% |
$4.68K - $5.69K
|
6.42K
$500K
|
|
|
Jan 20, 2023
Q4 2022
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
79+ 0.79% |
$4.4K - $5.36K
|
10.1K
$788K
|
|
|
Apr 04, 2024
Q4 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
79+ 0.25% |
$4.4K - $5.36K
|
32.3K
$2.51M
|
|
|
Feb 14, 2023
Q4 2022
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
75+ 0.49% |
$4.18K - $5.08K
|
15.5K
$1.2M
|
|
|
Jan 31, 2023
Q4 2022
|
Wedbush Securities Inc
|
BUY
|
- |
73+ 0.43% |
$4.07K - $4.95K
|
17.2K
$1.34M
|
|
|
Jan 20, 2023
Q4 2022
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
71+ 0.3% |
$3.96K - $4.81K
|
24K
$1.87M
|
|
|
Feb 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
70New |
$3.9K - $4.75K
|
70
$5.45K
|
|
|
Feb 14, 2023
Q4 2022
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
70New |
$3.9K - $4.75K
|
70
$5.45K
|
|
|
Feb 09, 2023
Q4 2022
|
Trust CO Of Vermont
|
BUY
|
- |
68+ 0.39% |
$3.79K - $4.61K
|
17.5K
$1.37M
|
|
|
Feb 14, 2023
Q4 2022
|
Smith Anglin Financial, LLC
|
BUY
|
- |
68+ 0.2% |
$3.79K - $4.61K
|
34.5K
$2.68M
|
|
|
Feb 02, 2023
Q4 2022
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
66+ 0.41% |
$3.68K - $4.47K
|
16.3K
$1.27M
|
|
|
Feb 15, 2023
Q4 2022
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
66New |
$3.68K - $4.47K
|
66
$5.14K
|
|
|
Feb 13, 2023
Q4 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
61+ 0.17% |
$3.4K - $4.14K
|
36.5K
$2.84M
|
|
|
Jan 18, 2023
Q4 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
59New |
$3.29K - $4K
|
59
$4.6K
|