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
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-550- 9.19% |
$30.6K - $37.3K
|
5.44K
$421K
|
|
|
Jan 31, 2023
Q4 2022
|
Spc Financial, Inc.
|
SELL
|
- |
-550- 9.48% |
$30.6K - $37.3K
|
5.25K
$407K
|
|
|
Jan 20, 2023
Q4 2022
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-558- 14.32% |
$31.1K - $37.8K
|
3.34K
$259K
|
|
|
Jan 11, 2023
Q4 2022
|
M&R Capital Management Inc
|
SELL
|
- |
-559- 9.15% |
$31.1K - $37.9K
|
5.55K
$430K
|
|
|
Feb 01, 2023
Q4 2022
|
Tfg Advisers LLC
|
SELL
|
- |
-562- 5.81% |
$31.3K - $38.1K
|
9.11K
$706K
|
|
|
Feb 03, 2023
Q4 2022
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-575- 10.21% |
$32K - $39K
|
5.06K
$392K
|
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-594- 25.74% |
$33.1K - $40.3K
|
1.71K
$133K
|
|
|
Jan 23, 2023
Q4 2022
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-600- 4.42% |
$33.4K - $40.7K
|
13K
$1.01M
|
|
|
Feb 08, 2023
Q4 2022
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-600- 10.41% |
$33.4K - $40.7K
|
5.17K
$400K
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
SELL
|
- |
-603- 0.35% |
$33.6K - $40.9K
|
174K
$13.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-605- 8.25% |
$33.7K - $41K
|
6.73K
$522K
|
|
|
Jan 24, 2023
Q4 2022
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-609- 8.48% |
$33.9K - $41.3K
|
6.58K
$510K
|
|
|
Feb 10, 2023
Q4 2022
|
Camden National Bank
Camden, ME |
SELL
|
- |
-620- 7.8% |
$34.5K - $42K
|
7.33K
$568K
|
|
|
Feb 06, 2023
Q4 2022
|
Mc Collum Christoferson Group LLC
Amherst, NY |
SELL
|
- |
-625- 9.29% |
$34.8K - $42.4K
|
6.1K
$473K
|
|
|
Feb 09, 2023
Q4 2022
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-626- 9.39% |
$34.9K - $42.4K
|
6.04K
$468K
|
|
|
Feb 13, 2023
Q4 2022
|
Magellan Asset Management LTD
Sydney, C3 |
SELL
|
- |
-629- 3.44% |
$35K - $42.6K
|
17.7K
$1.37M
|
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-631- 15.67% |
$35.2K - $42.8K
|
3.4K
$263K
|
|
|
Feb 14, 2023
Q4 2022
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-632- 3.79% |
$35.2K - $42.8K
|
16.1K
$1.25M
|
|
|
Feb 15, 2023
Q4 2022
|
Connors Investor Services Inc
Wyomissing, PA |
SELL
|
- |
-635- 0.95% |
$35.4K - $43K
|
66.4K
$5.15M
|
|
|
Jan 09, 2023
Q4 2022
|
Summit Financial Group, Inc.
|
SELL
|
- |
-647- 0.86% |
$36K - $43.9K
|
74.5K
$5.78M
|
|
|
Mar 10, 2023
Q4 2022
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-653- 3.45% |
$36.4K - $44.3K
|
18.3K
$1.42M
|
|
|
Feb 09, 2023
Q4 2022
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-656- 12.08% |
$36.5K - $44.5K
|
4.78K
$370K
|
|
|
Feb 10, 2023
Q4 2022
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-666- 1.23% |
$37.1K - $45.1K
|
53.7K
$4.16M
|
|
|
Feb 09, 2023
Q4 2022
|
Greenspring Advisors, LLC
|
SELL
|
- |
-681- 10.37% |
$37.9K - $46.2K
|
5.88K
$456K
|
|
|
Jan 20, 2023
Q4 2022
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-693- 8.34% |
$38.6K - $47K
|
7.62K
$590K
|
|
|
Feb 14, 2023
Q4 2022
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-696- 5.01% |
$38.8K - $47.2K
|
13.2K
$1.02M
|
|
|
Jan 09, 2023
Q4 2022
|
Wedmont Private Capital
|
SELL
|
- |
-698- 7.18% |
$38.9K - $47.3K
|
9.02K
$699K
|
|
|
Jan 27, 2023
Q4 2022
|
Telos Capital Management, Inc.
|
SELL
|
- |
-734- 10.09% |
$40.9K - $49.8K
|
6.54K
$507K
|
|
|
Feb 13, 2023
Q4 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-737- 1.17% |
$41.1K - $50K
|
62.1K
$4.82M
|
|
|
Jan 27, 2023
Q4 2022
|
Oak Family Advisors, LLC
|
SELL
|
- |
-740- 9.85% |
$41.2K - $50.2K
|
6.78K
$525K
|
|
|
Jan 31, 2023
Q4 2022
|
Community Bank, N.A.
|
SELL
|
- |
-742- 2.05% |
$41.3K - $50.3K
|
35.5K
$2.75M
|
|
|
Jan 12, 2023
Q4 2022
|
Schwab Charitable Fund
|
SELL
|
- |
-743- 9.64% |
$41.4K - $50.4K
|
6.96K
$540K
|
|
|
Jan 24, 2023
Q4 2022
|
Lcm Capital Management Inc
|
SELL
|
- |
-750- 1.01% |
$41.8K - $50.8K
|
73.4K
$5.69M
|
|
|
Feb 13, 2023
Q4 2022
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-750- 7.14% |
$41.8K - $50.8K
|
9.75K
$756K
|
|
|
Jan 26, 2023
Q4 2022
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-754- 1.59% |
$42K - $51.1K
|
46.8K
$3.63M
|
|
|
Jan 30, 2023
Q4 2022
|
New York State Common Retirement Fund
|
SELL
|
- |
-760- 0.91% |
$42.3K - $51.5K
|
83.1K
$6.44M
|
|
|
Feb 06, 2023
Q4 2022
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-763- 2.32% |
$42.5K - $51.7K
|
32.1K
$2.48M
|
|
|
Feb 16, 2023
Q4 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-763- 10.83% |
$42.5K - $51.7K
|
6.28K
$487K
|
|
|
Feb 02, 2023
Q4 2022
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-765- 10.65% |
$42.6K - $51.9K
|
6.42K
$497K
|
|
|
Feb 10, 2023
Q4 2022
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-776- 1.57% |
$43.2K - $52.6K
|
48.6K
$3.77M
|
|
|
Feb 06, 2023
Q4 2022
|
Compass Financial Advisors LLC
|
SELL
|
- |
-777- 6.49% |
$43.3K - $52.7K
|
11.2K
$867K
|
|
|
Jan 11, 2023
Q4 2022
|
Leith Wheeler Investment Counsel Ltd.
|
SELL
|
- |
-780- 3.43% |
$43.5K - $52.9K
|
22K
$1.7M
|
|
|
Jan 30, 2023
Q4 2022
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-780- 4.0% |
$43.5K - $52.9K
|
18.7K
$1.45M
|
|
|
Jan 23, 2023
Q4 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-785- 3.0% |
$43.7K - $53.2K
|
25.4K
$1.97M
|
|
|
Feb 13, 2023
Q4 2022
|
Pointe Capital Management LLC
|
SELL
|
- |
-794- 10.4% |
$44.2K - $53.8K
|
6.84K
$530K
|
|
|
Feb 06, 2023
Q4 2022
|
Heritage Investors Management Corp
|
SELL
|
- |
-795- 0.59% |
$44.3K - $53.9K
|
135K
$10.4M
|
|
|
Feb 15, 2023
Q4 2022
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-795- 0.66% |
$44.3K - $53.9K
|
120K
$9.29M
|
|
|
Jan 12, 2023
Q4 2022
|
Greenfield Savings Bank
|
SELL
|
- |
-800- 4.9% |
$44.6K - $54.2K
|
15.5K
$1.2M
|
|
|
Jan 11, 2023
Q4 2022
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-806- 1.47% |
$44.9K - $54.6K
|
54K
$4.18M
|
|
|
Feb 13, 2023
Q4 2022
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-812- 2.87% |
$45.2K - $55K
|
27.5K
$2.13M
|