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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q4 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-1.82K- 1.59% |
$101K - $123K
|
112K
$8.76M
|
|
|
Feb 14, 2023
Q4 2022
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-1.82K- 7.23% |
$101K - $123K
|
23.4K
$1.82M
|
|
|
Feb 09, 2023
Q4 2022
|
Allie Family Office LLC
|
SELL
|
- |
-1.85K- 0.76% |
$103K - $125K
|
240K
$18.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-1.86K- 22.59% |
$104K - $126K
|
6.38K
$497K
|
|
|
Jan 26, 2023
Q4 2022
|
Ht Partners LLC
|
SELL
|
- |
-1.86K- 0.29% |
$104K - $126K
|
631K
$49.2M
|
|
|
Jan 12, 2023
Q4 2022
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-1.88K- 4.46% |
$105K - $128K
|
40.3K
$3.14M
|
|
|
Feb 09, 2023
Q4 2022
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-1.89K- 1.81% |
$105K - $128K
|
103K
$8M
|
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
SELL
|
- |
-1.91K- 2.86% |
$106K - $129K
|
64.7K
$5.04M
|
|
|
Feb 14, 2023
Q4 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-1.94K- 1.53% |
$108K - $131K
|
125K
$9.7M
|
|
|
Jan 19, 2023
Q4 2022
|
Adviser Investments LLC
|
SELL
|
- |
-1.95K- 16.72% |
$109K - $132K
|
9.73K
$758K
|
|
|
Feb 03, 2023
Q4 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.97K- 23.16% |
$110K - $133K
|
6.53K
$508K
|
|
|
Feb 14, 2023
Q4 2022
|
Reston Wealth Management LLC
|
SELL
|
- |
-1.99K- 15.56% |
$111K - $135K
|
10.8K
$840K
|
|
|
Feb 09, 2023
Q4 2022
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-1.99K- 7.29% |
$111K - $135K
|
25.4K
$1.98M
|
|
|
Jan 13, 2023
Q4 2022
|
Strategy Asset Managers LLC
|
SELL
|
- |
-2K- 22.7% |
$112K - $136K
|
6.82K
$531K
|
|
|
Feb 09, 2023
Q4 2022
|
F Dx Advisors, Inc.
|
SELL
|
- |
-2.01K- 9.17% |
$112K - $136K
|
19.9K
$1.55M
|
|
|
Jan 31, 2023
Q4 2022
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-2.03K- 2.53% |
$113K - $138K
|
78.3K
$6.1M
|
|
|
Jan 11, 2023
Q4 2022
|
Telemus Capital, LLC
|
SELL
|
- |
-2.05K- 4.2% |
$114K - $139K
|
46.9K
$3.65M
|
|
|
Jan 31, 2023
Q4 2022
|
Sage Financial Group Inc
|
SELL
|
- |
-2.06K- 25.59% |
$114K - $139K
|
5.98K
$466K
|
|
|
Feb 08, 2023
Q4 2022
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-2.06K- 6.94% |
$115K - $140K
|
27.6K
$2.15M
|
|
|
Jan 13, 2023
Q4 2022
|
Windsor Capital Management, LLC
|
SELL
|
- |
-2.07K- 9.8% |
$115K - $140K
|
19.1K
$1.49M
|
|
|
Feb 08, 2023
Q4 2022
|
Jag Capital Management, LLC
|
SELL
|
- |
-2.08K- 26.88% |
$116K - $141K
|
5.67K
$441K
|
|
|
Feb 06, 2023
Q4 2022
|
Palisade Asset Management, LLC
|
SELL
|
- |
-2.1K- 8.11% |
$117K - $142K
|
23.7K
$1.85M
|
|
|
Feb 14, 2023
Q4 2022
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-2.1K- 9.54% |
$117K - $142K
|
19.9K
$1.55M
|
|
|
Jan 26, 2023
Q4 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-2.13K- 18.78% |
$118K - $144K
|
9.2K
$717K
|
|
|
Feb 14, 2023
Q4 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-2.18K- 1.87% |
$121K - $148K
|
114K
$8.89M
|
|
|
Feb 14, 2023
Q4 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-2.19K- 22.17% |
$122K - $148K
|
7.69K
$599K
|
|
|
Feb 09, 2023
Q4 2022
|
Briggs Advisory Group, Inc.
|
SELL
|
- |
-2.27K- 8.3% |
$126K - $154K
|
25.1K
$1.95M
|
|
|
Jan 25, 2023
Q4 2022
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-2.29K- 91.53% |
$128K - $155K
|
212
$16.5K
|
|
|
Jan 24, 2023
Q4 2022
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-2.3K- 24.1% |
$128K - $156K
|
7.24K
$564K
|
|
|
Feb 03, 2023
Q4 2022
|
Gables Capital Management Inc.
|
SELL
|
- |
-2.3K- 27.04% |
$128K - $156K
|
6.2K
$483K
|
|
|
Jan 26, 2023
Q4 2022
|
Regis Management CO LLC
|
SELL
|
- |
-2.3K- 0.97% |
$128K - $156K
|
236K
$18.4M
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
SELL
|
- |
-2.31K- 18.99% |
$129K - $157K
|
9.86K
$769K
|
|
|
Jan 13, 2023
Q4 2022
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-2.33K- 12.65% |
$130K - $158K
|
16K
$1.25M
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-2.33K- 33.72% |
$130K - $158K
|
4.59K
$357K
|
|
|
Jan 25, 2023
Q4 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-2.35K- 4.61% |
$131K - $159K
|
48.6K
$3.78M
|
|
|
Jan 20, 2023
Q4 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-2.35K- 18.59% |
$131K - $159K
|
10.3K
$801K
|
|
|
Jan 25, 2023
Q4 2022
|
Sns Financial Group, LLC
|
SELL
|
- |
-2.41K- 1.0% |
$134K - $164K
|
238K
$18.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-2.43K- 10.09% |
$135K - $165K
|
21.6K
$1.69M
|
|
|
Jan 23, 2023
Q4 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-2.46K- 4.56% |
$137K - $166K
|
51.4K
$4.01M
|
|
|
Jan 11, 2023
Q4 2022
|
Collective Family Office LLC
|
SELL
|
- |
-2.46K- 31.43% |
$137K - $167K
|
5.36K
$418K
|
|
|
Jan 20, 2023
Q4 2022
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-2.47K- 10.78% |
$138K - $168K
|
20.5K
$1.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-2.49K- 5.05% |
$138K - $169K
|
46.7K
$3.64M
|
|
|
Jan 25, 2023
Q4 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2.5K- 8.89% |
$139K - $170K
|
25.6K
$2M
|
|
|
Feb 10, 2023
Q4 2022
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-2.5K- 9.38% |
$139K - $170K
|
24.2K
$1.88M
|
|
|
Feb 01, 2023
Q4 2022
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-2.51K- 26.7% |
$140K - $170K
|
6.89K
$536K
|
|
|
Jan 03, 2023
Q4 2022
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-2.52K- 1.57% |
$140K - $170K
|
157K
$12.3M
|
|
|
Jan 23, 2023
Q4 2022
|
Simpli Fi, Inc.
|
SELL
|
- |
-2.53K- 15.45% |
$141K - $172K
|
13.9K
$1.08M
|
|
|
Feb 14, 2023
Q4 2022
|
Vontobel Holding Ltd.
|
SELL
|
- |
-2.54K- 12.69% |
$141K - $172K
|
17.5K
$1.36M
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-2.54K- 0.83% |
$141K - $172K
|
304K
$23.7M
|
|
|
Jan 19, 2023
Q4 2022
|
Procyon Advisors, LLC
|
SELL
|
- |
-2.57K- 13.28% |
$143K - $174K
|
16.8K
$1.31M
|