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 17, 2023
Q4 2022
|
Zhang Financial LLC
|
BUY
|
- |
2+ 0.01% |
$111 - $136
|
16K
$1.25M
|
|
|
Feb 09, 2023
Q4 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
2+ 0.01% |
$111 - $136
|
18.5K
$1.44M
|
|
|
Feb 10, 2023
Q4 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
2+ 0.04% |
$111 - $136
|
5.63K
$439K
|
|
|
Feb 13, 2023
Q4 2022
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
2+ 0.2% |
$111 - $136
|
987
$76.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
2+ 0.0% |
$111 - $136
|
53.7K
$4.19M
|
|
|
Feb 15, 2023
Q4 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
2+ 0.14% |
$111 - $136
|
1.41K
$110K
|
|
|
Jan 11, 2023
Q4 2022
|
New England Guild Wealth Advisors, Inc.
|
BUY
|
- |
1+ 0.0% |
$55.7 - $67.8
|
38K
$2.96M
|
|
|
Feb 06, 2023
Q4 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 0.2% |
$55.7 - $67.8
|
499
$38.9K
|
|
|
Feb 10, 2023
Q4 2022
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
1+ 0.45% |
$55.7 - $67.8
|
223
$17.4K
|
|
|
Jan 30, 2023
Q4 2022
|
Prairie View Partners, LLC
|
SELL
|
- |
-2- 0.09% |
$111 - $136
|
2.22K
$173K
|
|
|
Feb 13, 2023
Q4 2022
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-3- 10.71% |
$167 - $203
|
25
$1.95K
|
|
|
Jan 27, 2023
Q4 2022
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-5- 0.02% |
$279 - $339
|
30.4K
$2.37M
|
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-6- 0.03% |
$334 - $407
|
18.5K
$1.44M
|
|
|
Feb 14, 2023
Q4 2022
|
Garner Asset Management Corp
|
SELL
|
- |
-6- 0.14% |
$334 - $407
|
4.4K
$343K
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-7- 0.81% |
$390 - $475
|
858
$66.8K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-8- 0.02% |
$446 - $542
|
42.1K
$3.28M
|
|
|
Feb 07, 2023
Q4 2022
|
Holistic Financial Partners
|
SELL
|
- |
-10- 0.06% |
$557 - $678
|
15.8K
$1.23M
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-11- 0.32% |
$613 - $746
|
3.43K
$267K
|
|
|
Jan 25, 2023
Q4 2022
|
Independent Wealth Network Inc.
|
SELL
|
- |
-11- 0.16% |
$613 - $746
|
6.8K
$530K
|
|
|
Feb 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-14- 0.12% |
$780 - $949
|
11.6K
$900K
|
|
|
Feb 02, 2023
Q4 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-17- 0.41% |
$947 - $1.15K
|
4.13K
$321K
|
|
|
Jan 25, 2023
Q4 2022
|
Vera Bank, N.A.
|
SELL
|
- |
-19- 0.22% |
$1.06K - $1.29K
|
8.56K
$667K
|
|
|
Jan 26, 2023
Q4 2022
|
Gfs Advisors, LLC
|
SELL
|
- |
-21- 0.17% |
$1.17K - $1.42K
|
12.4K
$967K
|
|
|
Nov 19, 2024
Q4 2022
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-23- 0.04% |
$1.28K - $1.56K
|
55.8K
$4.35M
|
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-24- 0.76% |
$1.34K - $1.63K
|
3.14K
$245K
|
|
|
Feb 03, 2023
Q4 2022
|
American Investment Services, Inc.
|
SELL
|
- |
-25- 0.57% |
$1.39K - $1.69K
|
4.37K
$340K
|
|
|
Feb 06, 2023
Q4 2022
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-25- 0.2% |
$1.39K - $1.69K
|
12.4K
$964K
|
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
SELL
|
- |
-27- 5.41% |
$1.5K - $1.83K
|
472
$36.8K
|
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-28- 0.2% |
$1.56K - $1.9K
|
13.8K
$1.08M
|
|
|
Feb 13, 2023
Q4 2022
|
Viewpoint Capital Management LLC
Seattle, WA |
SELL
|
- |
-30- 0.37% |
$1.67K - $2.03K
|
8.05K
$627K
|
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-34- 0.41% |
$1.89K - $2.3K
|
8.27K
$644K
|
|
|
Jan 19, 2023
Q4 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-35- 0.23% |
$1.95K - $2.37K
|
15.1K
$1.18M
|
|
|
Jan 24, 2023
Q4 2022
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-40- 1.03% |
$2.23K - $2.71K
|
3.85K
$300K
|
|
|
Feb 14, 2023
Q4 2022
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-41- 0.25% |
$2.28K - $2.78K
|
16.5K
$1.28M
|
|
|
Jan 19, 2023
Q4 2022
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-44- 0.34% |
$2.45K - $2.98K
|
13K
$1.01M
|
|
|
Feb 14, 2023
Q4 2022
|
Staley Capital Advisers Inc
|
SELL
|
- |
-46- 0.1% |
$2.56K - $3.12K
|
46.6K
$3.63M
|
|
|
Feb 07, 2023
Q4 2022
|
Gs Investments, Inc.
|
SELL
|
- |
-50- 0.21% |
$2.79K - $3.39K
|
23.2K
$1.81M
|
|
|
Feb 13, 2023
Q4 2022
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-52- 0.25% |
$2.9K - $3.53K
|
20.8K
$1.62M
|
|
|
Feb 23, 2023
Q4 2022
|
Wc Walker & Associates, Inc.
|
SELL
|
- |
-55- 0.8% |
$3.06K - $3.73K
|
6.82K
$531K
|
|
|
Jan 25, 2023
Q4 2022
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-59- 0.92% |
$3.29K - $4K
|
6.36K
$496K
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-60- 36.59% |
$3.34K - $4.07K
|
104
$8.1K
|
|
|
Jan 18, 2023
Q4 2022
|
Essex Savings Bank
|
SELL
|
- |
-61- 0.95% |
$3.4K - $4.14K
|
6.35K
$495K
|
|
|
Feb 08, 2023
Q4 2022
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-61- 1.32% |
$3.4K - $4.14K
|
4.56K
$355K
|
|
|
Jan 09, 2023
Q4 2022
|
Dentgroup LLC
|
SELL
|
- |
-62- 0.3% |
$3.45K - $4.2K
|
20.4K
$1.59M
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-62- 1.41% |
$3.45K - $4.2K
|
4.35K
$339K
|
|
|
Jan 24, 2023
Q4 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-64- 0.24% |
$3.57K - $4.34K
|
27K
$2.1M
|
|
|
Feb 08, 2023
Q4 2022
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-64- 0.17% |
$3.57K - $4.34K
|
37.6K
$2.93M
|
|
|
Feb 13, 2023
Q4 2022
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-66- 0.87% |
$3.68K - $4.47K
|
7.53K
$587K
|
|
|
Jan 17, 2023
Q4 2022
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-67- 0.43% |
$3.73K - $4.54K
|
15.4K
$1.2M
|
|
|
Jan 05, 2023
Q4 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-68- 0.96% |
$3.79K - $4.61K
|
7.04K
$548K
|