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 08, 2023
Q4 2022
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-68- 1.5% |
$3.79K - $4.61K
|
4.47K
$346K
|
|
|
Feb 01, 2023
Q4 2022
|
Delta Financial Advisors LLC
|
SELL
|
- |
-69- 0.09% |
$3.84K - $4.68K
|
75.9K
$5.88M
|
|
|
Jan 31, 2023
Q4 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-69- 0.14% |
$3.84K - $4.68K
|
48.5K
$3.76M
|
|
|
Jan 31, 2023
Q4 2022
|
Sage Rhino Capital LLC
|
SELL
|
- |
-70- 1.14% |
$3.9K - $4.75K
|
6.08K
$471K
|
|
|
Jan 18, 2023
Q4 2022
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-78- 2.9% |
$4.35K - $5.29K
|
2.62K
$203K
|
|
|
Jan 18, 2023
Q4 2022
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-79- 7.6% |
$4.4K - $5.36K
|
960
$74.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-79- 1.3% |
$4.4K - $5.36K
|
6.02K
$466K
|
|
|
Feb 01, 2023
Q4 2022
|
Arrow Financial Corp
|
SELL
|
- |
-80- 53.33% |
$4.46K - $5.42K
|
70
$5.43K
|
|
|
Feb 10, 2023
Q4 2022
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-81- 1.89% |
$4.51K - $5.49K
|
4.21K
$326K
|
|
|
Feb 15, 2023
Q4 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-81- 3.54% |
$4.51K - $5.49K
|
2.21K
$171K
|
|
|
Feb 08, 2023
Q4 2022
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-83- 0.41% |
$4.62K - $5.63K
|
20.2K
$1.56M
|
|
|
Feb 14, 2023
Q4 2022
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-83- 0.23% |
$4.62K - $5.63K
|
36.7K
$2.85M
|
|
|
Jan 23, 2023
Q4 2022
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-85- 1.37% |
$4.74K - $5.76K
|
6.14K
$476K
|
|
|
Jan 31, 2023
Q4 2022
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-85- 1.12% |
$4.74K - $5.76K
|
7.5K
$581K
|
|
|
Feb 02, 2023
Q4 2022
|
Spinnaker Trust
|
SELL
|
- |
-86- 1.77% |
$4.79K - $5.83K
|
4.76K
$369K
|
|
|
Jan 30, 2023
Q4 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-87- 2.65% |
$4.85K - $5.9K
|
3.19K
$248K
|
|
|
Jan 11, 2023
Q4 2022
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-93- 2.09% |
$5.18K - $6.3K
|
4.36K
$338K
|
|
|
Jan 13, 2023
Q4 2022
|
Adirondack Trust CO
|
SELL
|
- |
-93- 0.87% |
$5.18K - $6.3K
|
10.7K
$826K
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
SELL
|
- |
-95- 1.57% |
$5.29K - $6.44K
|
5.94K
$460K
|
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-97- 0.29% |
$5.4K - $6.58K
|
33.5K
$2.6M
|
|
|
Feb 08, 2023
Q4 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-98- 0.46% |
$5.46K - $6.64K
|
21.2K
$1.64M
|
|
|
Jan 12, 2023
Q4 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-99- 1.68% |
$5.52K - $6.71K
|
5.79K
$449K
|
|
|
Jan 03, 2023
Q4 2022
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-100- 0.8% |
$5.57K - $6.78K
|
12.3K
$956K
|
|
|
Jan 06, 2023
Q4 2022
|
Goal Vest Advisory LLC
|
SELL
|
- |
-100- 14.47% |
$5.57K - $6.78K
|
591
$45.8K
|
|
|
Feb 03, 2023
Q4 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-100- 0.54% |
$5.57K - $6.78K
|
18.6K
$1.44M
|
|
|
Jan 20, 2023
Q4 2022
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-103- 0.13% |
$5.74K - $6.98K
|
76.3K
$5.92M
|
|
|
Feb 08, 2023
Q4 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-103- 1.75% |
$5.74K - $6.98K
|
5.77K
$447K
|
|
|
Feb 10, 2023
Q4 2022
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-104- 0.42% |
$5.79K - $7.05K
|
24.8K
$1.92M
|
|
|
Feb 07, 2023
Q4 2022
|
Alley Investment Management Company, LLC
|
SELL
|
- |
-106- 1.66% |
$5.91K - $7.19K
|
6.29K
$487K
|
|
|
Jan 24, 2023
Q4 2022
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-107- 1.81% |
$5.96K - $7.25K
|
5.81K
$450K
|
|
|
Jan 17, 2023
Q4 2022
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-110- 1.46% |
$6.13K - $7.46K
|
7.42K
$575K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-115- 1.58% |
$6.41K - $7.8K
|
7.18K
$557K
|
|
|
Jan 10, 2023
Q4 2022
|
American National Bank
|
SELL
|
- |
-120- 0.7% |
$6.69K - $8.13K
|
17K
$1.32M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-123- 2.59% |
$6.85K - $8.34K
|
4.63K
$359K
|
|
|
Jan 24, 2023
Q4 2022
|
Investmark Advisory Group LLC
|
SELL
|
- |
-125- 2.08% |
$6.96K - $8.47K
|
5.88K
$455K
|
|
|
Jan 30, 2023
Q4 2022
|
James Investment Research Inc
|
SELL
|
- |
-126- 1.75% |
$7.02K - $8.54K
|
7.06K
$547K
|
|
|
Feb 15, 2023
Q4 2022
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-126- 4.67% |
$7.02K - $8.54K
|
2.57K
$199K
|
|
|
Jan 23, 2023
Q4 2022
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-130- 30.09% |
$7.24K - $8.81K
|
302
$23.4K
|
|
|
Jan 23, 2023
Q4 2022
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-136- 0.08% |
$7.58K - $9.22K
|
160K
$12.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-138- 1.49% |
$7.69K - $9.36K
|
9.15K
$709K
|
|
|
Feb 24, 2023
Q4 2022
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-144- 1.2% |
$8.02K - $9.76K
|
11.8K
$916K
|
|
|
Jan 27, 2023
Q4 2022
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-146- 0.01% |
$8.13K - $9.9K
|
1.98M
$153M
|
|
|
Jan 18, 2023
Q4 2022
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-148- 0.57% |
$8.25K - $10K
|
25.7K
$1.99M
|
|
|
Feb 14, 2023
Q4 2022
|
Powell Investment Advisors, LLC
|
SELL
|
- |
-149- 0.14% |
$8.3K - $10.1K
|
108K
$8.33M
|
|
|
Feb 14, 2023
Q4 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-150- 1.0% |
$8.36K - $10.2K
|
14.9K
$1.15M
|
|
|
Jan 05, 2023
Q4 2022
|
Atlas Brown,Inc.
|
SELL
|
- |
-151- 0.54% |
$8.41K - $10.2K
|
27.6K
$2.14M
|
|
|
Feb 13, 2023
Q4 2022
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-153- 0.94% |
$8.52K - $10.4K
|
16.2K
$1.25M
|
|
|
Jan 18, 2023
Q4 2022
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-156- 4.34% |
$8.69K - $10.6K
|
3.44K
$266K
|
|
|
Jan 19, 2023
Q4 2022
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-160- 0.33% |
$8.91K - $10.8K
|
47.7K
$3.7M
|
|
|
Feb 01, 2023
Q4 2022
|
Meritage Portfolio Management
|
SELL
|
- |
-160- 3.96% |
$8.91K - $10.8K
|
3.88K
$301K
|