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 04, 2023
Q4 2022
|
Lbj Family Wealth Advisors, Ltd.
|
BUY
|
- |
81.8K+ 250.12% |
$4.56M - $5.55M
|
115K
$9.07M
|
|
Feb 14, 2023
Q4 2022
|
Belvedere Trading LLC
|
BUY
|
- |
80.3KNew |
$4.47M - $5.45M
|
80.3K
$6.36M
|
|
Feb 08, 2023
Q4 2022
|
Moreno Evelyn V
Boston, MA |
BUY
|
- |
79.5K+ 143.38% |
$4.43M - $5.39M
|
135K
$10.7M
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
79.3K+ 10.71% |
$4.42M - $5.38M
|
820K
$65M
|
|
Feb 07, 2023
Q4 2022
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
77.6KNew |
$4.32M - $5.26M
|
77.6K
$6.15M
|
|
Feb 10, 2023
Q4 2022
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
75.5KNew |
$4.21M - $5.12M
|
75.5K
$5.98M
|
|
Feb 13, 2023
Q4 2022
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
75K+ 45.05% |
$4.18M - $5.08M
|
242K
$19.1M
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
74.8K+ 169.7% |
$4.17M - $5.07M
|
119K
$9.42M
|
|
Feb 14, 2023
Q4 2022
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
74.2K+ 145.21% |
$4.13M - $5.03M
|
125K
$9.93M
|
|
Jan 30, 2023
Q4 2022
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
73.6KNew |
$4.1M - $4.99M
|
73.6K
$5.83M
|
|
Jan 30, 2023
Q4 2022
|
Prism Advisors, Inc.
|
BUY
|
- |
72.5K+ 32.14% |
$4.04M - $4.91M
|
298K
$23.6M
|
|
Jun 01, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
69.7K+ 5.67% |
$3.88M - $4.73M
|
1.3M
$103M
|
|
Nov 13, 2023
Q4 2022
|
Hancock Whitney Corp
|
BUY
|
- |
69K+ 10.8% |
$3.85M - $4.68M
|
708K
$56.1M
|
|
Feb 06, 2023
Q4 2022
|
Td Asset Management Inc
|
BUY
|
- |
69K+ 2.07% |
$3.84M - $4.67M
|
3.41M
$270M
|
|
Feb 14, 2023
Q4 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
68.8K+ 66.84% |
$3.84M - $4.67M
|
172K
$13.6M
|
|
Feb 02, 2023
Q4 2022
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
68.5KNew |
$3.82M - $4.64M
|
68.5K
$5.43M
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
66.8KNew |
$3.72M - $4.53M
|
66.8K
$5.29M
|
|
Jan 18, 2023
Q4 2022
|
Hudson Capital Management LLC
|
BUY
|
- |
66.8KNew |
$3.72M - $4.53M
|
66.8K
$5.29M
|
|
Feb 14, 2023
Q4 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
66.1K+ 87.35% |
$3.68M - $4.48M
|
142K
$11.2M
|
|
Feb 14, 2023
Q4 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
64.8KNew |
$3.61M - $4.39M
|
64.8K
$5.13M
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
64.1K+ 58.17% |
$3.57M - $4.34M
|
174K
$13.8M
|
|
Feb 10, 2023
Q4 2022
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
63.8KNew |
$3.55M - $4.33M
|
63.8K
$5.06M
|
|
Feb 14, 2023
Q4 2022
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
62.2K+ 18859.09% |
$3.47M - $4.22M
|
62.6K
$4.96M
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
61K+ 8.64% |
$3.4M - $4.14M
|
767K
$60.8M
|
|
Feb 02, 2023
Q4 2022
|
Sg Americas Securities, LLC
|
BUY
|
- |
60.3KNew |
$3.36M - $4.09M
|
60.3K
$4.78M
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
58.3K+ 3119.04% |
$3.25M - $3.95M
|
60.2K
$4.77M
|
|
Feb 14, 2023
Q4 2022
|
West Coast Financial LLC
|
BUY
|
- |
57.7K+ 468.43% |
$3.21M - $3.91M
|
70K
$5.55M
|
|
Feb 03, 2023
Q4 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
57.2K+ 26.1% |
$3.19M - $3.88M
|
276K
$21.9M
|
|
Feb 07, 2023
Q4 2022
|
Financial Services Advisory Inc
|
BUY
|
- |
56.9KNew |
$3.17M - $3.85M
|
56.9K
$4.51M
|
|
Jan 18, 2023
Q4 2022
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
55.8KNew |
$3.11M - $3.78M
|
55.8K
$4.42M
|
|
Feb 10, 2023
Q4 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
55.7K+ 131.7% |
$3.1M - $3.78M
|
98.1K
$7.77M
|
|
May 01, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
54.9KNew |
$3.06M - $3.72M
|
54.9K
$4.35M
|
|
Feb 13, 2023
Q4 2022
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
54.3KNew |
$3.02M - $3.68M
|
54.3K
$4.3M
|
|
Jan 17, 2023
Q4 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
53.2K+ 21.5% |
$2.96M - $3.6M
|
300K
$23.8M
|
|
Feb 14, 2023
Q4 2022
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
52.6KNew |
$2.93M - $3.57M
|
52.6K
$4.17M
|
|
Jan 11, 2023
Q4 2022
|
Stairway Partners, LLC
|
BUY
|
- |
52.6K+ 1.84% |
$2.93M - $3.57M
|
2.91M
$231M
|
|
Feb 10, 2023
Q4 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
52.4KNew |
$2.92M - $3.55M
|
52.4K
$4.15M
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
52K+ 2.72% |
$2.89M - $3.52M
|
1.97M
$156M
|
|
Feb 14, 2023
Q4 2022
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
51.3KNew |
$2.86M - $3.48M
|
51.3K
$4.06M
|
|
Feb 08, 2023
Q4 2022
|
Tiedemann Advisors, LLC
|
BUY
|
- |
50.7K+ 31.11% |
$2.82M - $3.43M
|
213K
$16.9M
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
50.6K+ 6.68% |
$2.82M - $3.43M
|
807K
$63.9M
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
50.4K+ 14.72% |
$2.81M - $3.42M
|
393K
$31.1M
|
|
Feb 23, 2023
Q4 2022
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
49.5KNew |
$2.76M - $3.35M
|
49.5K
$3.92M
|
|
Jan 18, 2023
Q4 2022
|
Country Trust Bank
|
BUY
|
- |
48.6K+ 150.29% |
$2.71M - $3.3M
|
81K
$6.42M
|
|
Jan 25, 2023
Q4 2022
|
Calamos Wealth Management LLC
|
BUY
|
- |
47.9K+ 109.36% |
$2.67M - $3.25M
|
91.6K
$7.26M
|
|
Feb 10, 2023
Q4 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
47.4K+ 70.5% |
$2.64M - $3.21M
|
115K
$9.09M
|
|
Feb 14, 2023
Q4 2022
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
47.4K+ 115.72% |
$2.64M - $3.21M
|
88.4K
$7M
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
47.2K+ 17.79% |
$2.63M - $3.2M
|
313K
$24.8M
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
47.2K+ 17.79% |
$2.63M - $3.2M
|
313K
$24.8M
|
|
Feb 10, 2023
Q4 2022
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
46.6KNew |
$2.6M - $3.16M
|
46.6K
$3.69M
|