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
|
Jordan Park Group LLC
|
SELL
|
- |
-1.24K- 6.23% |
$69K - $84K
|
18.7K
$1.45M
|
|
|
Feb 14, 2023
Q4 2022
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-1.24K- 1.37% |
$69K - $84K
|
89.3K
$6.92M
|
|
|
Jan 24, 2023
Q4 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-1.26K- 2.5% |
$70.3K - $85.5K
|
49.1K
$3.8M
|
|
|
Feb 09, 2023
Q4 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-1.27K- 5.8% |
$70.7K - $86K
|
20.6K
$1.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Fca Corp
Houston, TX |
SELL
|
- |
-1.27K- 10.63% |
$70.7K - $86K
|
10.7K
$827K
|
|
|
Jan 23, 2023
Q4 2022
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-1.3K- 20.46% |
$72.3K - $87.9K
|
5.04K
$391K
|
|
|
Feb 09, 2023
Q4 2022
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-1.31K- 2.94% |
$73.2K - $89.1K
|
43.3K
$3.36M
|
|
|
Feb 06, 2023
Q4 2022
|
Hills Bank & Trust CO
|
SELL
|
- |
-1.32K- 0.79% |
$73.3K - $89.2K
|
164K
$12.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-1.34K- 2.74% |
$74.7K - $90.8K
|
47.5K
$3.68M
|
|
|
Jan 18, 2023
Q4 2022
|
Moller Financial Services
|
SELL
|
- |
-1.36K- 1.93% |
$75.5K - $91.9K
|
68.8K
$5.34M
|
|
|
Feb 13, 2023
Q4 2022
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-1.37K- 5.9% |
$76.5K - $93.1K
|
21.9K
$1.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-1.38K- 8.48% |
$76.8K - $93.4K
|
14.9K
$1.15M
|
|
|
Mar 11, 2024
Q4 2022
|
Nepc LLC
Boston, MA |
SELL
|
- |
-1.39K- 1.34% |
$77.4K - $94.2K
|
102K
$7.9M
|
|
|
Jan 10, 2023
Q4 2022
|
Woodstock Corp
|
SELL
|
- |
-1.4K- 2.67% |
$78K - $94.9K
|
51K
$3.95M
|
|
|
Jan 30, 2023
Q4 2022
|
Cubic Asset Management, LLC
|
SELL
|
- |
-1.42K- 5.34% |
$78.8K - $95.9K
|
25.1K
$1.95M
|
|
|
Feb 21, 2023
Q4 2022
|
Alamar Capital Management, LLC
|
SELL
|
- |
-1.42K- 5.78% |
$78.9K - $96.1K
|
23.1K
$1.79M
|
|
|
Feb 14, 2023
Q4 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-1.46K- 17.6% |
$81.3K - $99K
|
6.84K
$530K
|
|
|
Jan 30, 2023
Q4 2022
|
West Bancorporation Inc
|
SELL
|
- |
-1.48K- 12.79% |
$82.2K - $100K
|
10.1K
$780K
|
|
|
Jan 27, 2023
Q4 2022
|
Mc Adam, LLC
|
SELL
|
- |
-1.49K- 3.04% |
$82.7K - $101K
|
47.4K
$3.68M
|
|
|
Feb 14, 2023
Q4 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-1.5K- 2.15% |
$83.3K - $101K
|
68K
$5.27M
|
|
|
Jan 26, 2023
Q4 2022
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-1.51K- 10.35% |
$84.2K - $102K
|
13.1K
$1.01M
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.52K- 13.14% |
$84.6K - $103K
|
10K
$778K
|
|
|
Feb 02, 2023
Q4 2022
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-1.53K- 21.97% |
$85.2K - $104K
|
5.43K
$421K
|
|
|
Feb 14, 2023
Q4 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-1.53K- 19.23% |
$85.2K - $104K
|
6.43K
$498K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
SELL
|
- |
-1.53K- 0.98% |
$85.4K - $104K
|
155K
$12M
|
|
|
Jan 26, 2023
Q4 2022
|
Steph & CO
|
SELL
|
- |
-1.53K- 6.62% |
$85.5K - $104K
|
21.7K
$1.68M
|
|
|
Jan 27, 2023
Q4 2022
|
City Holding CO
|
SELL
|
- |
-1.59K- 2.42% |
$88.3K - $107K
|
63.9K
$4.95M
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-1.6K- 10.59% |
$89.1K - $108K
|
13.5K
$1.05M
|
|
|
Jan 17, 2023
Q4 2022
|
Qp Wealth Management, LLC
|
SELL
|
- |
-1.6K- 15.5% |
$89.1K - $108K
|
8.72K
$676K
|
|
|
Feb 14, 2023
Q4 2022
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
SELL
|
- |
-1.6K- 3.51% |
$89.1K - $108K
|
44K
$3.41M
|
|
|
Feb 09, 2023
Q4 2022
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-1.61K- 3.16% |
$89.9K - $109K
|
49.4K
$3.83M
|
|
|
Feb 01, 2023
Q4 2022
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.64K- 2.16% |
$91.6K - $111K
|
74.5K
$5.77M
|
|
|
Feb 06, 2023
Q4 2022
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-1.66K- 23.28% |
$92.3K - $112K
|
5.46K
$423K
|
|
|
Jan 19, 2023
Q4 2022
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-1.67K- 5.29% |
$93K - $113K
|
29.9K
$2.31M
|
|
|
Jan 31, 2023
Q4 2022
|
Seven Post Investment Office LP
San Francisco, CA |
SELL
|
- |
-1.67K- 5.96% |
$93.1K - $113K
|
26.4K
$2.04M
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-1.67K- 3.39% |
$93.3K - $113K
|
47.7K
$3.69M
|
|
|
May 18, 2023
Q4 2022
|
Axiom Financial Strategies, LLC
New Albany, IN |
SELL
|
- |
-1.68K- 13.59% |
$93.8K - $114K
|
10.7K
$829K
|
|
|
Feb 13, 2023
Q4 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.69K- 6.73% |
$93.9K - $114K
|
23.4K
$1.81M
|
|
|
Feb 13, 2023
Q4 2022
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-1.7K- 16.84% |
$94.4K - $115K
|
8.37K
$649K
|
|
|
Jan 25, 2023
Q4 2022
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-1.7K- 9.46% |
$94.6K - $115K
|
16.3K
$1.26M
|
|
|
Jan 12, 2023
Q4 2022
|
Evensky & Katz LLC
|
SELL
|
- |
-1.72K- 36.51% |
$95.7K - $116K
|
2.99K
$231K
|
|
|
Feb 06, 2023
Q4 2022
|
Ledyard National Bank
|
SELL
|
- |
-1.73K- 7.77% |
$96.5K - $117K
|
20.6K
$1.59M
|
|
|
Jan 31, 2023
Q4 2022
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-1.75K- 21.7% |
$97.5K - $119K
|
6.32K
$489K
|
|
|
Jan 20, 2023
Q4 2022
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-1.76K- 14.96% |
$98.2K - $120K
|
10K
$777K
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.77K- 8.16% |
$98.6K - $120K
|
19.9K
$1.54M
|
|
|
Feb 09, 2023
Q4 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-1.77K- 6.51% |
$98.7K - $120K
|
25.5K
$1.97M
|
|
|
Feb 09, 2023
Q4 2022
|
Wealth Architects, LLC
|
SELL
|
- |
-1.78K- 20.35% |
$99.1K - $121K
|
6.96K
$539K
|
|
|
Jan 20, 2023
Q4 2022
|
Sequent Asset Management, LLC
|
SELL
|
- |
-1.79K- 5.18% |
$99.7K - $121K
|
32.7K
$2.54M
|
|
|
Feb 10, 2023
Q4 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-1.79K- 4.02% |
$99.9K - $122K
|
42.8K
$3.32M
|
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-1.8K- 7.1% |
$100K - $122K
|
23.6K
$1.83M
|