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 31, 2023
Q4 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-163- 3.14% |
$9.08K - $11K
|
5.03K
$390K
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-165- 0.98% |
$9.19K - $11.2K
|
16.6K
$1.29M
|
|
|
Jan 31, 2023
Q4 2022
|
Empirical Asset Management, LLC
|
SELL
|
- |
-168- 1.92% |
$9.36K - $11.4K
|
8.58K
$665K
|
|
|
Feb 02, 2023
Q4 2022
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-170- 0.47% |
$9.47K - $11.5K
|
36.1K
$2.8M
|
|
|
Jan 17, 2023
Q4 2022
|
Hfg Advisors, Inc.
|
SELL
|
- |
-174- 0.84% |
$9.69K - $11.8K
|
20.5K
$1.59M
|
|
|
Feb 06, 2023
Q4 2022
|
Syverson Strege & CO
West Des Moines, IA |
SELL
|
- |
-174- 9.59% |
$9.69K - $11.8K
|
1.64K
$127K
|
|
|
Jan 12, 2023
Q4 2022
|
Transform Wealth, LLC
|
SELL
|
- |
-182- 2.03% |
$10.1K - $12.3K
|
8.79K
$682K
|
|
|
Feb 03, 2023
Q4 2022
|
Albion Financial Group
|
SELL
|
- |
-183- 14.19% |
$10.2K - $12.4K
|
1.11K
$85.8K
|
|
|
Jan 31, 2023
Q4 2022
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-199- 9.36% |
$11.1K - $13.5K
|
1.93K
$149K
|
|
|
Jan 11, 2023
Q4 2022
|
City State Bank
Norwalk, IA |
SELL
|
- |
-200- 7.92% |
$11.1K - $13.6K
|
2.33K
$180K
|
|
|
Feb 03, 2023
Q4 2022
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-200- 5.31% |
$11.1K - $13.6K
|
3.57K
$277K
|
|
|
Feb 14, 2023
Q4 2022
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-200- 3.12% |
$11.1K - $13.6K
|
6.22K
$482K
|
|
|
Feb 10, 2023
Q4 2022
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-204- 4.09% |
$11.4K - $13.8K
|
4.78K
$371K
|
|
|
Oct 18, 2024
Q4 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-212- 3.6% |
$11.8K - $14.4K
|
5.68K
$440K
|
|
|
Feb 06, 2023
Q4 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-224- 3.37% |
$12.5K - $15.2K
|
6.42K
$498K
|
|
|
Feb 14, 2023
Q4 2022
|
Apexium Financial, LP
|
SELL
|
- |
-225- 1.73% |
$12.5K - $15.3K
|
12.8K
$989K
|
|
|
Jan 30, 2023
Q4 2022
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-226- 2.68% |
$12.6K - $15.3K
|
8.21K
$636K
|
|
|
Jan 23, 2023
Q4 2022
|
Busey Wealth Management
|
SELL
|
- |
-233- 0.7% |
$13K - $15.8K
|
33.1K
$2.57M
|
|
|
Mar 10, 2023
Q4 2022
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-233- 2.01% |
$13K - $15.8K
|
11.4K
$882K
|
|
|
Feb 06, 2023
Q4 2022
|
Burney CO
Reston, VA |
SELL
|
- |
-237- 2.24% |
$13.2K - $16.1K
|
10.3K
$800K
|
|
|
Jan 12, 2023
Q4 2022
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-240- 3.33% |
$13.4K - $16.3K
|
6.97K
$540K
|
|
|
Feb 13, 2023
Q4 2022
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-240- 3.93% |
$13.4K - $16.3K
|
5.87K
$455K
|
|
|
Feb 01, 2023
Q4 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-242- 2.7% |
$13.5K - $16.4K
|
8.72K
$676K
|
|
|
Feb 14, 2023
Q4 2022
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-243- 2.93% |
$13.5K - $16.5K
|
8.06K
$625K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
SELL
|
- |
-245- 1.48% |
$13.6K - $16.6K
|
16.3K
$1.26M
|
|
|
Jan 11, 2023
Q4 2022
|
Hall Laurie J Trustee
|
SELL
|
- |
-250- 1.01% |
$13.9K - $16.9K
|
24.6K
$1.91M
|
|
|
Feb 06, 2023
Q4 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-255- 2.94% |
$14.2K - $17.3K
|
8.43K
$653K
|
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-257- 2.45% |
$14.3K - $17.4K
|
10.3K
$795K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-258- 1.55% |
$14.4K - $17.5K
|
16.4K
$1.27M
|
|
|
Feb 03, 2023
Q4 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-260- 3.81% |
$14.5K - $17.6K
|
6.56K
$509K
|
|
|
Feb 06, 2023
Q4 2022
|
Private Wealth Group, LLC
|
SELL
|
- |
-262- 2.42% |
$14.6K - $17.8K
|
10.6K
$819K
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Insights, Inc.
|
SELL
|
- |
-266- 5.22% |
$14.8K - $18K
|
4.83K
$374K
|
|
|
Jan 30, 2023
Q4 2022
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-273- 1.61% |
$15.2K - $18.5K
|
16.6K
$1.29M
|
|
|
Jan 10, 2023
Q4 2022
|
Norway Savings Bank
|
SELL
|
- |
-275- 3.26% |
$15.3K - $18.6K
|
8.15K
$632K
|
|
|
Jan 23, 2023
Q4 2022
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-275- 7.16% |
$15.3K - $18.6K
|
3.57K
$277K
|
|
|
Feb 09, 2023
Q4 2022
|
Firestone Capital Management
|
SELL
|
- |
-276- 1.62% |
$15.4K - $18.7K
|
16.7K
$1.3M
|
|
|
Feb 15, 2023
Q4 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-281- 3.23% |
$15.7K - $19K
|
8.41K
$651K
|
|
|
Jan 11, 2023
Q4 2022
|
Legacy Bridge, LLC
|
SELL
|
- |
-284- 1.77% |
$15.8K - $19.3K
|
15.7K
$1.22M
|
|
|
Jan 09, 2024
Q4 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-285- 8.62% |
$15.9K - $19.3K
|
3.02K
$234K
|
|
|
Jan 20, 2023
Q4 2022
|
Mechanics Financial Corp
|
SELL
|
- |
-290- 0.15% |
$16.2K - $19.7K
|
194K
$15M
|
|
|
Jan 10, 2023
Q4 2022
|
Apella Capital, LLC
|
SELL
|
- |
-291- 3.03% |
$16.2K - $19.7K
|
9.3K
$721K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
SELL
|
- |
-292- 6.3% |
$16.3K - $19.8K
|
4.34K
$337K
|
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-293- 3.49% |
$16.3K - $19.9K
|
8.11K
$628K
|
|
|
Feb 10, 2023
Q4 2022
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-300- 2.84% |
$16.7K - $20.3K
|
10.3K
$795K
|
|
|
Feb 13, 2023
Q4 2022
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-300- 1.73% |
$16.7K - $20.3K
|
17.1K
$1.32M
|
|
|
Jan 17, 2023
Q4 2022
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-302- 2.85% |
$16.8K - $20.5K
|
10.3K
$796K
|
|
|
Jan 24, 2023
Q4 2022
|
Wealthpoint, LLC
|
SELL
|
- |
-306- 4.6% |
$17K - $20.7K
|
6.35K
$492K
|
|
|
Mar 15, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-310- 0.27% |
$17.3K - $21K
|
115K
$8.89M
|
|
|
Feb 02, 2023
Q4 2022
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-315- 4.2% |
$17.5K - $21.4K
|
7.19K
$557K
|
|
|
Jan 31, 2023
Q4 2022
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-320- 2.31% |
$17.8K - $21.7K
|
13.6K
$1.05M
|