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 |
|---|---|---|---|---|---|---|---|
|
May 23, 2024
Q4 2022
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-7K- 9.24% |
$390K - $474K
|
68.8K
$5.36M
|
|
|
Feb 09, 2023
Q4 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-7.09K- 18.77% |
$395K - $481K
|
30.7K
$2.39M
|
|
|
Jan 31, 2023
Q4 2022
|
Ashford Advisors, LLC
|
SELL
|
- |
-7.22K- 13.55% |
$402K - $489K
|
46K
$3.58M
|
|
|
Feb 08, 2023
Q4 2022
|
Simmons Bank
|
SELL
|
- |
-7.28K- 4.83% |
$406K - $493K
|
143K
$11.2M
|
|
|
Feb 07, 2023
Q4 2022
|
Journey Advisory Group, LLC
|
SELL
|
- |
-7.36K- 43.76% |
$410K - $499K
|
9.46K
$737K
|
|
|
Feb 10, 2023
Q4 2022
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-7.45K- 18.0% |
$415K - $505K
|
33.9K
$2.64M
|
|
|
Feb 02, 2023
Q4 2022
|
Welch & Forbes LLC
|
SELL
|
- |
-7.48K- 20.99% |
$416K - $507K
|
28.1K
$2.19M
|
|
|
Feb 07, 2023
Q4 2022
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-7.55K- 26.5% |
$421K - $512K
|
20.9K
$1.63M
|
|
|
Feb 10, 2023
Q4 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-7.57K- 1.77% |
$422K - $513K
|
420K
$32.7M
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-7.71K- 16.75% |
$429K - $523K
|
38.3K
$2.98M
|
|
|
Feb 09, 2023
Q4 2022
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-7.89K- 12.88% |
$440K - $535K
|
53.4K
$4.16M
|
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-8.25K- 5.13% |
$459K - $559K
|
153K
$11.9M
|
|
|
Feb 15, 2023
Q4 2022
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-8.25K- 63.61% |
$460K - $559K
|
4.72K
$368K
|
|
|
Feb 09, 2023
Q4 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-8.26K- 8.73% |
$460K - $560K
|
86.4K
$6.73M
|
|
|
Feb 06, 2023
Q4 2022
|
Lansing Street Advisors
|
SELL
|
- |
-8.28K- 42.8% |
$461K - $561K
|
11.1K
$862K
|
|
|
Jan 12, 2023
Q4 2022
|
Marquette Asset Management, LLC
|
SELL
|
- |
-8.36K- 16.33% |
$466K - $567K
|
42.8K
$3.33M
|
|
|
Jan 23, 2023
Q4 2022
|
Aspiriant, LLC
|
SELL
|
- |
-8.42K- 19.87% |
$469K - $571K
|
33.9K
$2.64M
|
|
|
Jan 18, 2023
Q4 2022
|
Webster Bank, N. A.
|
SELL
|
- |
-8.54K- 10.6% |
$476K - $579K
|
72K
$5.61M
|
|
|
Feb 08, 2023
Q4 2022
|
Efficient Advisors, LLC
|
SELL
|
- |
-8.73K- 9.4% |
$487K - $592K
|
84.2K
$6.56M
|
|
|
Feb 13, 2023
Q4 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-9.22K- 10.47% |
$514K - $625K
|
78.9K
$6.14M
|
|
|
Feb 13, 2023
Q4 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-9.29K- 30.44% |
$517K - $630K
|
21.2K
$1.65M
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-9.33K- 5.89% |
$520K - $633K
|
149K
$11.6M
|
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
SELL
|
- |
-9.38K- 3.64% |
$523K - $636K
|
248K
$19.3M
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-9.38K- 3.31% |
$523K - $636K
|
274K
$21.4M
|
|
|
Feb 13, 2023
Q4 2022
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-9.42K- 58.64% |
$525K - $638K
|
6.64K
$517K
|
|
|
Feb 06, 2023
Q4 2022
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-9.66K- 10.54% |
$538K - $655K
|
82K
$6.39M
|
|
|
Jan 25, 2023
Q4 2022
|
Grimes & Company, Inc.
|
SELL
|
- |
-9.67K- 8.34% |
$539K - $656K
|
106K
$8.28M
|
|
|
Jan 19, 2023
Q4 2022
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-9.82K- 65.56% |
$547K - $665K
|
5.16K
$402K
|
|
|
Jan 26, 2023
Q4 2022
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-9.83K- 69.13% |
$548K - $666K
|
4.39K
$342K
|
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-9.98K- 3.02% |
$556K - $677K
|
321K
$25M
|
|
|
Feb 10, 2023
Q4 2022
|
Patton Fund Management, Inc.
|
SELL
|
- |
-10K- 4.28% |
$558K - $680K
|
224K
$17.5M
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-10.1K- 20.31% |
$560K - $681K
|
39.4K
$3.07M
|
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-10.1K- 21.92% |
$564K - $687K
|
36.1K
$2.81M
|
|
|
Feb 14, 2023
Q4 2022
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
SELL
|
- |
-10.4K- 58.07% |
$578K - $703K
|
7.49K
$583K
|
|
|
Feb 13, 2023
Q4 2022
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-10.9K- 5.96% |
$607K - $739K
|
172K
$13.4M
|
|
|
Feb 10, 2023
Q4 2022
|
Destination Wealth Management
|
SELL
|
- |
-11K- 2.46% |
$611K - $744K
|
434K
$33.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-11.1K- 49.75% |
$618K - $752K
|
11.2K
$873K
|
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-11.1K- 20.3% |
$621K - $755K
|
43.8K
$3.41M
|
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust CO
|
SELL
|
- |
-11.2K- 9.43% |
$625K - $760K
|
108K
$8.39M
|
|
|
Jan 31, 2023
Q4 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-11.2K- 26.8% |
$625K - $761K
|
30.7K
$2.39M
|
|
|
Feb 10, 2023
Q4 2022
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-11.3K- 27.6% |
$627K - $763K
|
29.5K
$2.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Columbia Trust CO 01012016
|
SELL
|
- |
-11.7K- 41.38% |
$653K - $794K
|
16.6K
$1.29M
|
|
|
Feb 06, 2023
Q4 2022
|
Wolff Financial Management LLC
|
SELL
|
- |
-11.8K- 22.03% |
$656K - $798K
|
41.7K
$3.25M
|
|
|
Feb 02, 2023
Q4 2022
|
Mission Wealth Management, LP
|
SELL
|
- |
-11.8K- 16.36% |
$660K - $803K
|
60.6K
$4.72M
|
|
|
Jan 19, 2023
Q4 2022
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-12K- 44.02% |
$667K - $811K
|
15.2K
$1.19M
|
|
|
Feb 13, 2023
Q4 2022
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-12.1K- 39.05% |
$673K - $819K
|
18.8K
$1.47M
|
|
|
Jul 24, 2024
Q4 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-12.5K- 35.85% |
$695K - $846K
|
22.3K
$1.74M
|
|
|
Feb 13, 2023
Q4 2022
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-12.5K- 21.87% |
$698K - $849K
|
44.8K
$3.49M
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-12.6K- 14.94% |
$700K - $852K
|
71.5K
$5.57M
|
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-12.6K- 6.06% |
$703K - $856K
|
196K
$15.2M
|