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
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
209K+ 62.38% |
$11.7M - $14.2M
|
545K
$42.5M
|
|
|
Jan 20, 2023
Q4 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
208K+ 71.32% |
$11.6M - $14.1M
|
500K
$39M
|
|
|
Feb 14, 2023
Q4 2022
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
200K+ 2667.1% |
$11.2M - $13.6M
|
208K
$16.2M
|
|
|
Feb 09, 2023
Q4 2022
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
198KNew |
$11M - $13.4M
|
198K
$15.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
194K+ 525.07% |
$10.8M - $13.2M
|
231K
$18M
|
|
|
Jan 31, 2023
Q4 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
190K+ 111.21% |
$10.6M - $12.9M
|
361K
$28.1M
|
|
|
Feb 10, 2023
Q4 2022
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
187KNew |
$10.4M - $12.6M
|
187K
$14.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
183K+ 57.19% |
$10.2M - $12.4M
|
503K
$39.2M
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
180K+ 11393.05% |
$10M - $12.2M
|
182K
$14.2M
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
177K+ 326.78% |
$9.87M - $12M
|
231K
$18M
|
|
|
Feb 07, 2023
Q4 2022
|
Accredited Investors Inc.
|
BUY
|
- |
176K+ 15.96% |
$9.78M - $11.9M
|
1.28M
$99.4M
|
|
|
Jan 23, 2023
Q4 2022
|
Rovin Capital
|
BUY
|
- |
172KNew |
$9.57M - $11.7M
|
172K
$13.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
165KNew |
$9.18M - $11.2M
|
165K
$12.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Perella Weinberg Partners Capital Management LP
|
BUY
|
- |
164KNew |
$9.15M - $11.1M
|
164K
$12.8M
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
159K+ 10.56% |
$8.85M - $10.8M
|
1.66M
$130M
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
151K+ 35.2% |
$8.4M - $10.2M
|
579K
$45.1M
|
|
|
Feb 09, 2023
Q4 2022
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
149K+ 458.98% |
$8.32M - $10.1M
|
182K
$14.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
148K+ 12.91% |
$8.27M - $10.1M
|
1.3M
$101M
|
|
|
Feb 14, 2023
Q4 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
137K+ 38.76% |
$7.66M - $9.32M
|
492K
$38.3M
|
|
|
Feb 14, 2023
Q4 2022
|
University Of Pittsburgh Of The Commonwealth System Of Higher Education
Pittsburgh, PA |
BUY
|
- |
135KNew |
$7.53M - $9.16M
|
135K
$10.5M
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
134K+ 8.34% |
$7.49M - $9.11M
|
1.75M
$136M
|
|
|
May 16, 2023
Q4 2022
|
Harvest Investment Advisors, LLC
Tallahassee, FL |
BUY
|
- |
134KNew |
$7.47M - $9.08M
|
134K
$10.4M
|
|
|
Jan 18, 2023
Q4 2022
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
133K+ 505.22% |
$7.4M - $9M
|
159K
$12.4M
|
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
131K+ 40.44% |
$7.28M - $8.85M
|
454K
$35.3M
|
|
|
Feb 08, 2023
Q4 2022
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
130KNew |
$7.24M - $8.81M
|
130K
$10.1M
|
|
|
Feb 09, 2023
Q4 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
127K+ 44.45% |
$7.09M - $8.63M
|
414K
$32.2M
|
|
|
Feb 06, 2023
Q4 2022
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
126K+ 82.15% |
$7.04M - $8.56M
|
280K
$21.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
123K+ 7.49% |
$6.87M - $8.36M
|
1.77M
$138M
|
|
|
Feb 13, 2023
Q4 2022
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
BUY
|
- |
118KNew |
$6.58M - $8M
|
118K
$9.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
117KNew |
$6.52M - $7.94M
|
117K
$9.12M
|
|
|
Jan 23, 2023
Q4 2022
|
Parisi Gray Wealth Management
|
BUY
|
- |
117K+ 1740.8% |
$6.51M - $7.92M
|
124K
$9.63M
|
|
|
Feb 14, 2023
Q4 2022
|
Rmb Capital Management, LLC
|
BUY
|
- |
116K+ 135.39% |
$6.44M - $7.84M
|
201K
$15.7M
|
|
|
Feb 07, 2023
Q4 2022
|
Thornburg Investment Management Inc
|
BUY
|
- |
112K+ 242.72% |
$6.21M - $7.56M
|
158K
$12.3M
|
|
|
Feb 09, 2023
Q4 2022
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
111KNew |
$6.19M - $7.54M
|
111K
$8.66M
|
|
|
Feb 13, 2023
Q4 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
109K+ 948.09% |
$6.07M - $7.38M
|
120K
$9.38M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
108K+ 6.2% |
$6.01M - $7.32M
|
1.85M
$144M
|
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
106K+ 755.01% |
$5.93M - $7.21M
|
120K
$9.39M
|
|
|
Feb 14, 2023
Q4 2022
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
106K+ 2944.38% |
$5.9M - $7.17M
|
109K
$8.52M
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
104K+ 19.9% |
$5.81M - $7.08M
|
629K
$49M
|
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
104K+ 51.48% |
$5.77M - $7.02M
|
305K
$23.7M
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
98.5K+ 18.17% |
$5.49M - $6.68M
|
640K
$49.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
96.6K+ 125.77% |
$5.38M - $6.55M
|
173K
$13.5M
|
|
|
Feb 09, 2023
Q4 2022
|
Citigroup Inc
|
BUY
|
- |
95.2K+ 14.28% |
$5.31M - $6.46M
|
762K
$59.4M
|
|
|
Feb 09, 2023
Q4 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
94.8K+ 17.94% |
$5.28M - $6.43M
|
623K
$48.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Taikang Asset Management (Hong Kong) CO LTD
Hong Kong, K3 |
BUY
|
- |
94.4KNew |
$5.26M - $6.4M
|
94.4K
$7.36M
|
|
|
Jan 23, 2023
Q4 2022
|
Caprock Group, Inc.
|
BUY
|
- |
89.8K+ 169.56% |
$5M - $6.09M
|
143K
$11.1M
|
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
88.5K+ 8.09% |
$4.93M - $6M
|
1.18M
$92.1M
|
|
|
Jun 27, 2023
Q4 2022
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
87.9K+ 146.82% |
$4.9M - $5.96M
|
148K
$11.5M
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
87.9K+ 14.98% |
$4.9M - $5.96M
|
675K
$52.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
86.8K+ 146.17% |
$4.83M - $5.88M
|
146K
$11.4M
|