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 09, 2023
Q4 2022
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
50+ 0.4% |
$2.79K - $3.39K
|
12.5K
$967K
|
|
|
Aug 29, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
50+ 20.0% |
$2.79K - $3.39K
|
300
$23.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Bank Ozk
|
BUY
|
- |
49+ 0.16% |
$2.73K - $3.32K
|
30K
$2.32M
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
46+ 0.41% |
$2.56K - $3.12K
|
11.2K
$867K
|
|
|
Jan 06, 2023
Q4 2022
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
41+ 0.98% |
$2.28K - $2.78K
|
4.22K
$327K
|
|
|
Feb 07, 2023
Q4 2022
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
41New |
$2.28K - $2.78K
|
41
$3.18K
|
|
|
Mar 12, 2024
Q4 2022
|
Executive Wealth Group LLC
Kirkland, WA |
BUY
|
- |
41+ 0.21% |
$2.28K - $2.78K
|
19.8K
$1.54M
|
|
|
Feb 13, 2023
Q4 2022
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
40+ 1.56% |
$2.23K - $2.71K
|
2.6K
$202K
|
|
|
Feb 13, 2023
Q4 2022
|
Fullen Financial Group
|
BUY
|
- |
36+ 0.21% |
$2.01K - $2.44K
|
16.8K
$1.3M
|
|
|
Feb 07, 2023
Q4 2022
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
35+ 0.77% |
$1.95K - $2.37K
|
4.58K
$355K
|
|
|
Feb 01, 2023
Q4 2022
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
33+ 0.39% |
$1.84K - $2.24K
|
8.43K
$653K
|
|
|
Jan 18, 2023
Q4 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
31+ 0.31% |
$1.73K - $2.1K
|
9.88K
$765K
|
|
|
Feb 14, 2023
Q4 2022
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
31+ 0.32% |
$1.73K - $2.1K
|
9.72K
$753K
|
|
|
Feb 14, 2023
Q4 2022
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
30+ 1.57% |
$1.67K - $2.03K
|
1.94K
$151K
|
|
|
Feb 14, 2023
Q4 2022
|
Nvwm, LLC
|
BUY
|
- |
29+ 1.34% |
$1.62K - $1.97K
|
2.2K
$170K
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
28+ 1.97% |
$1.56K - $1.9K
|
1.45K
$112K
|
|
|
Feb 08, 2023
Q4 2022
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
27+ 0.34% |
$1.5K - $1.83K
|
7.92K
$614K
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
27+ 81.82% |
$1.5K - $1.83K
|
60
$4.65K
|
|
|
Feb 07, 2023
Q4 2022
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
25+ 0.48% |
$1.39K - $1.69K
|
5.27K
$408K
|
|
|
Feb 13, 2023
Q4 2022
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
24+ 0.26% |
$1.34K - $1.63K
|
9.21K
$714K
|
|
|
Jan 12, 2023
Q4 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
23+ 0.1% |
$1.28K - $1.56K
|
22.6K
$1.75M
|
|
|
Jan 20, 2023
Q4 2022
|
Wp Advisors, LLC
|
BUY
|
- |
23+ 0.42% |
$1.28K - $1.56K
|
5.44K
$421K
|
|
|
Feb 10, 2023
Q4 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
21+ 0.2% |
$1.17K - $1.42K
|
10.4K
$803K
|
|
|
Jan 18, 2023
Q4 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
20+ 0.85% |
$1.11K - $1.36K
|
2.37K
$184K
|
|
|
Sep 01, 2023
Q4 2022
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
18+ 0.34% |
$1K - $1.22K
|
5.36K
$415K
|
|
|
Jan 19, 2023
Q4 2022
|
Delta Investment Management, LLC
|
BUY
|
- |
17+ 0.41% |
$947 - $1.15K
|
4.15K
$322K
|
|
|
Feb 06, 2023
Q4 2022
|
Investors Research Corp
|
BUY
|
- |
15New |
$836 - $1.02K
|
15
$1.16K
|
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
BUY
|
- |
14+ 8.19% |
$780 - $949
|
185
$14.3K
|
|
|
Jan 19, 2023
Q4 2022
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
13+ 0.14% |
$724 - $881
|
8.98K
$696K
|
|
|
Jan 25, 2023
Q4 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
13+ 0.05% |
$724 - $881
|
24.3K
$1.88M
|
|
|
Jan 30, 2023
Q4 2022
|
Tru Independence LLC
|
BUY
|
- |
13+ 0.11% |
$724 - $881
|
11.8K
$913K
|
|
|
Feb 03, 2023
Q4 2022
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
13+ 0.22% |
$724 - $881
|
5.84K
$452K
|
|
|
Feb 16, 2023
Q4 2022
|
Ascent Group, LLC
|
BUY
|
- |
13+ 0.21% |
$724 - $881
|
6.33K
$491K
|
|
|
Jan 18, 2023
Q4 2022
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
12+ 0.1% |
$669 - $813
|
12.2K
$948K
|
|
|
Feb 10, 2023
Q4 2022
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
12+ 0.3% |
$669 - $813
|
4.08K
$316K
|
|
|
Jan 27, 2023
Q4 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
11+ 0.13% |
$613 - $746
|
8.76K
$679K
|
|
|
Jan 12, 2023
Q4 2022
|
Wade Financial Advisory, Inc
|
BUY
|
- |
8+ 0.03% |
$446 - $542
|
28.1K
$2.18M
|
|
|
Feb 13, 2023
Q4 2022
|
Tfc Financial Management
|
BUY
|
- |
7+ 0.08% |
$390 - $475
|
8.44K
$654K
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
5+ 0.19% |
$279 - $339
|
2.67K
$207K
|
|
|
Mar 01, 2023
Q4 2022
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
5+ 0.12% |
$279 - $339
|
4.3K
$333K
|
|
|
Jan 27, 2023
Q4 2022
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
4+ 0.06% |
$223 - $271
|
6.97K
$540K
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
BUY
|
- |
3+ 0.05% |
$167 - $203
|
5.64K
$437K
|
|
|
Jan 11, 2023
Q4 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
3+ 0.34% |
$167 - $203
|
895
$69.4K
|
|
|
Jan 30, 2023
Q4 2022
|
Private Capital Management LLC
|
BUY
|
- |
3+ 0.03% |
$167 - $203
|
10.7K
$829K
|
|
|
Feb 09, 2023
Q4 2022
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
3+ 0.06% |
$167 - $203
|
4.81K
$373K
|
|
|
Feb 13, 2023
Q4 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
3+ 0.02% |
$167 - $203
|
17.7K
$1.37M
|
|
|
Feb 14, 2023
Q4 2022
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
3+ 0.04% |
$167 - $203
|
6.73K
$522K
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
3+ 0.07% |
$167 - $203
|
4.32K
$335K
|
|
|
Aug 13, 2024
Q4 2022
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
3+ 0.06% |
$167 - $203
|
4.82K
$373K
|
|
|
Jan 06, 2023
Q4 2022
|
Rise Advisors, LLC
|
BUY
|
- |
2+ 0.38% |
$111 - $136
|
531
$41.2K
|