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 07, 2023
Q4 2022
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-12.6K- 8.7% |
$704K - $857K
|
133K
$10.3M
|
|
|
Feb 02, 2023
Q4 2022
|
First National Trust CO
|
SELL
|
- |
-12.7K- 11.29% |
$710K - $864K
|
100K
$7.76M
|
|
|
Jan 30, 2023
Q4 2022
|
Leverty Financial Group, LLC
|
SELL
|
- |
-12.8K- 19.43% |
$714K - $869K
|
53.2K
$4.12M
|
|
|
Jan 12, 2023
Q4 2022
|
First Hawaiian Bank
|
SELL
|
- |
-12.8K- 4.3% |
$715K - $870K
|
285K
$22.1M
|
|
|
Jan 25, 2023
Q4 2022
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-12.9K- 31.08% |
$719K - $875K
|
28.6K
$2.22M
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-12.9K- 10.09% |
$719K - $875K
|
115K
$8.92M
|
|
|
Feb 06, 2023
Q4 2022
|
Country Club Bank
|
SELL
|
- |
-13K- 3.48% |
$722K - $878K
|
359K
$27.8M
|
|
|
Nov 13, 2023
Q4 2022
|
Easterly Investment Partners LLC
|
SELL
|
- |
-13.1K- 50.0% |
$728K - $886K
|
13.1K
$1.01M
|
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-13.2K- 1.37% |
$733K - $892K
|
948K
$73.5M
|
|
|
Feb 14, 2023
Q4 2022
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-13.3K- 19.71% |
$741K - $902K
|
54.2K
$4.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-13.3K- 1.28% |
$742K - $903K
|
1.02M
$79.4M
|
|
|
Feb 01, 2023
Q4 2022
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-13.5K- 77.82% |
$751K - $914K
|
3.84K
$298K
|
|
|
Feb 13, 2023
Q4 2022
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-14K- 14.65% |
$780K - $949K
|
81.5K
$6.32M
|
|
|
May 15, 2024
Q4 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-14.1K- 72.21% |
$783K - $953K
|
5.41K
$419K
|
|
|
Feb 01, 2023
Q4 2022
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-14.2K- 82.33% |
$791K - $962K
|
3.05K
$236K
|
|
|
Feb 06, 2023
Q4 2022
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-14.3K- 18.58% |
$799K - $973K
|
62.9K
$4.87M
|
|
|
Feb 13, 2023
Q4 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-14.6K- 17.8% |
$813K - $990K
|
67.4K
$5.23M
|
|
|
Jan 27, 2023
Q4 2022
|
Btc Capital Management, Inc.
|
SELL
|
- |
-14.7K- 4.57% |
$817K - $994K
|
306K
$23.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-14.8K- 6.82% |
$827K - $1.01M
|
203K
$15.7M
|
|
|
Jan 19, 2023
Q4 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-15.1KClosed |
$840K - $1.02M
|
0
$0
|
|
|
Jan 27, 2023
Q4 2022
|
Eukles Asset Management
|
SELL
|
- |
-15.4K- 37.23% |
$857K - $1.04M
|
25.9K
$2.01M
|
|
|
Feb 02, 2023
Q4 2022
|
Brighton Jones LLC
|
SELL
|
- |
-15.4K- 6.29% |
$858K - $1.04M
|
230K
$17.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-15.5K- 29.14% |
$861K - $1.05M
|
37.6K
$2.91M
|
|
|
Feb 14, 2023
Q4 2022
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-15.5K- 8.07% |
$864K - $1.05M
|
177K
$13.7M
|
|
|
Feb 15, 2023
Q4 2022
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-16K- 9.36% |
$891K - $1.08M
|
155K
$12M
|
|
|
Jan 12, 2023
Q4 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-16K- 7.29% |
$892K - $1.09M
|
204K
$15.8M
|
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-16.3K- 67.42% |
$908K - $1.1M
|
7.88K
$610K
|
|
|
Jan 26, 2023
Q4 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-16.6K- 61.33% |
$927K - $1.13M
|
10.5K
$813K
|
|
|
Jan 31, 2023
Q4 2022
|
Fluent Financial, LLC
|
SELL
|
- |
-16.7K- 25.01% |
$928K - $1.13M
|
49.9K
$3.87M
|
|
|
Feb 13, 2023
Q4 2022
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-17.1K- 44.77% |
$953K - $1.16M
|
21.1K
$1.64M
|
|
|
Jan 30, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-17.4K- 63.53% |
$968K - $1.18M
|
9.97K
$773K
|
|
|
Feb 01, 2023
Q4 2022
|
Portland Global Advisors LLC
|
SELL
|
- |
-17.5K- 6.43% |
$973K - $1.18M
|
254K
$19.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-17.9K- 15.74% |
$998K - $1.21M
|
95.9K
$7.43M
|
|
|
Feb 07, 2023
Q4 2022
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-18.1K- 0.69% |
$1.01M - $1.22M
|
2.59M
$201M
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-18.2K- 48.32% |
$1.02M - $1.24M
|
19.5K
$1.51M
|
|
|
Feb 10, 2023
Q4 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-18.4K- 51.7% |
$1.02M - $1.24M
|
17.2K
$1.33M
|
|
|
Feb 06, 2023
Q4 2022
|
Wolf Group Capital Advisors
|
SELL
|
- |
-18.5K- 32.02% |
$1.03M - $1.26M
|
39.3K
$3.05M
|
|
|
Feb 02, 2023
Q4 2022
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-19.2K- 2.11% |
$1.07M - $1.3M
|
892K
$69.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-19.2K- 40.69% |
$1.07M - $1.3M
|
28K
$2.17M
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-19.3K- 15.71% |
$1.07M - $1.31M
|
103K
$8.01M
|
|
|
Feb 06, 2023
Q4 2022
|
Neumann Capital Management, LLC
|
SELL
|
- |
-19.6K- 32.82% |
$1.09M - $1.33M
|
40.2K
$3.11M
|
|
|
Jan 17, 2023
Q4 2022
|
Darwin Advisors, LLC
|
SELL
|
- |
-19.7K- 14.06% |
$1.1M - $1.34M
|
120K
$9.33M
|
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-19.7K- 8.87% |
$1.1M - $1.34M
|
203K
$15.7M
|
|
|
Mar 30, 2023
Q4 2022
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-20K- 5.2% |
$1.11M - $1.36M
|
365K
$28.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-20.2K- 14.87% |
$1.13M - $1.37M
|
116K
$8.96M
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
SELL
|
- |
-20.3K- 14.41% |
$1.13M - $1.38M
|
121K
$9.36M
|
|
|
Feb 06, 2023
Q4 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-20.8K- 10.66% |
$1.16M - $1.41M
|
174K
$13.5M
|
|
|
Jan 25, 2023
Q4 2022
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-20.8K- 15.1% |
$1.16M - $1.41M
|
117K
$9.07M
|
|
|
Jan 20, 2023
Q4 2022
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-21.2K- 23.49% |
$1.18M - $1.44M
|
68.9K
$5.34M
|
|
|
Jan 23, 2023
Q4 2022
|
Connable Office Inc
|
SELL
|
- |
-21.2K- 6.35% |
$1.18M - $1.44M
|
312K
$24.2M
|