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 |
|---|---|---|---|---|---|---|---|
|
Sep 18, 2023
Q4 2022
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-51.5K- 31.37% |
$2.87M - $3.49M
|
113K
$8.72M
|
|
|
May 25, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-51.6K- 80.5% |
$2.87M - $3.5M
|
12.5K
$969K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-51.8K- 50.86% |
$2.88M - $3.51M
|
50K
$3.88M
|
|
|
Jan 31, 2023
Q4 2022
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-52.4K- 32.94% |
$2.92M - $3.55M
|
107K
$8.27M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-53.3K- 66.04% |
$2.97M - $3.61M
|
27.4K
$2.12M
|
|
|
Jan 24, 2023
Q4 2022
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-53.5K- 53.77% |
$2.98M - $3.63M
|
46K
$3.57M
|
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-53.7K- 87.32% |
$2.99M - $3.64M
|
7.79K
$604K
|
|
|
Feb 14, 2023
Q4 2022
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-55.3K- 79.78% |
$3.08M - $3.75M
|
14K
$1.09M
|
|
|
Feb 14, 2023
Q4 2022
|
Sun Life Financial Inc
Toronto, A6 |
SELL
|
- |
-55.4K- 83.62% |
$3.08M - $3.75M
|
10.8K
$840K
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-55.4K- 96.48% |
$3.09M - $3.76M
|
2.02K
$157K
|
|
|
Feb 07, 2023
Q4 2022
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-55.5K- 14.2% |
$3.09M - $3.77M
|
336K
$26M
|
|
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-56.6K- 9.09% |
$3.15M - $3.84M
|
566K
$43.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Credit Agricole S A
|
SELL
|
- |
-56.7K- 48.77% |
$3.16M - $3.84M
|
59.5K
$4.61M
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-57K- 2.45% |
$3.17M - $3.86M
|
2.27M
$176M
|
|
|
Feb 13, 2023
Q4 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-58.5K- 37.81% |
$3.26M - $3.97M
|
96.2K
$7.46M
|
|
|
Aug 11, 2023
Q4 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-58.5K- 37.81% |
$3.26M - $3.97M
|
96.2K
$7.46M
|
|
|
Jan 26, 2023
Q4 2022
|
Comerica Bank
|
SELL
|
- |
-59.3K- 4.65% |
$3.3M - $4.02M
|
1.22M
$94.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
SELL
|
- |
-60.5K- 2.22% |
$3.37M - $4.1M
|
2.67M
$207M
|
|
|
Feb 13, 2023
Q4 2022
|
Southern Wealth Management, LLP
Dallas, TX |
SELL
|
- |
-60.6K- 63.72% |
$3.37M - $4.11M
|
34.5K
$2.67M
|
|
|
Feb 02, 2023
Q4 2022
|
Cambiar Investors LLC
|
SELL
|
- |
-60.8K- 17.95% |
$3.39M - $4.12M
|
278K
$21.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-65.5K- 69.49% |
$3.65M - $4.44M
|
28.8K
$2.23M
|
|
|
Jan 20, 2023
Q4 2022
|
Arden Trust CO
|
SELL
|
- |
-67.1K- 55.1% |
$3.74M - $4.55M
|
54.7K
$4.24M
|
|
|
Feb 14, 2023
Q4 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-67.3K- 2.92% |
$3.75M - $4.56M
|
2.24M
$173M
|
|
|
Feb 07, 2023
Q4 2022
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-69.5K- 28.9% |
$3.87M - $4.71M
|
171K
$13.3M
|
|
|
Feb 15, 2023
Q4 2022
|
State Of Tennessee, Treasury Department
Nashville, TN |
SELL
|
- |
-72.8K- 37.23% |
$4.05M - $4.93M
|
123K
$9.51M
|
|
|
Feb 13, 2023
Q4 2022
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-74.1K- 52.74% |
$4.13M - $5.03M
|
66.4K
$5.15M
|
|
|
Feb 14, 2023
Q4 2022
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-75.8K- 16.59% |
$4.22M - $5.14M
|
381K
$29.5M
|
|
|
Jan 09, 2023
Q4 2022
|
Parkside Advisors LLC
|
SELL
|
- |
-78.7K- 19.5% |
$4.38M - $5.33M
|
325K
$25.2M
|
|
|
Feb 09, 2023
Q4 2022
|
Citizens Financial Group Inc
|
SELL
|
- |
-83.8K- 12.94% |
$4.67M - $5.68M
|
564K
$43.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Fft Wealth Management LLC
West Conshohocken, PA |
SELL
|
- |
-87.3K- 33.7% |
$4.86M - $5.92M
|
172K
$13.3M
|
|
|
Jan 25, 2023
Q4 2022
|
Wall Capital Group, Inc.
|
SELL
|
- |
-89.8K- 99.7% |
$5M - $6.09M
|
267
$20.7K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-92.3K- 23.99% |
$5.14M - $6.26M
|
292K
$22.7M
|
|
|
Feb 03, 2023
Q4 2022
|
Regions Financial Corp
|
SELL
|
- |
-96.1K- 3.99% |
$5.36M - $6.52M
|
2.31M
$179M
|
|
|
Jan 17, 2024
Q4 2022
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
SELL
|
- |
-98.8KClosed |
$5.5M - $6.7M
|
0
$0
|
|
|
Jan 12, 2023
Q4 2022
|
Rvw Wealth, LLC
|
SELL
|
- |
-105K- 27.57% |
$5.88M - $7.15M
|
277K
$21.5M
|
|
|
Jan 31, 2023
Q4 2022
|
Keybank National Association
|
SELL
|
- |
-116K- 5.53% |
$6.48M - $7.88M
|
1.99M
$154M
|
|
|
Jan 26, 2023
Q4 2022
|
Dupont Capital Management Corp
|
SELL
|
- |
-148K- 74.65% |
$8.25M - $10M
|
50.3K
$3.9M
|
|
|
Jan 26, 2023
Q4 2022
|
Strs Ohio
|
SELL
|
- |
-149K- 83.13% |
$8.29M - $10.1M
|
30.2K
$2.34M
|
|
|
Feb 14, 2023
Q4 2022
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-154K- 49.31% |
$8.57M - $10.4M
|
158K
$12.2M
|
|
|
Jun 14, 2023
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-175K- 76.59% |
$9.77M - $11.9M
|
53.6K
$4.15M
|
|
|
Feb 07, 2023
Q4 2022
|
Amg National Trust Bank
|
SELL
|
- |
-177K- 16.77% |
$9.85M - $12M
|
877K
$68M
|
|
|
Feb 10, 2023
Q4 2022
|
American International Group, Inc.
New York, NY |
SELL
|
- |
-191K- 21.22% |
$10.7M - $13M
|
710K
$55M
|
|
|
Jan 27, 2023
Q4 2022
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-200K- 48.52% |
$11.1M - $13.5M
|
212K
$16.4M
|
|
|
Jan 17, 2023
Q4 2022
|
Forte Asset Management LLC
|
SELL
|
- |
-210K- 86.19% |
$11.7M - $14.2M
|
33.7K
$2.61M
|
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-211K- 21.29% |
$11.8M - $14.3M
|
781K
$60.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-217K- 8.91% |
$12.1M - $14.7M
|
2.22M
$172M
|
|
|
Feb 03, 2023
Q4 2022
|
Cx Institutional
|
SELL
|
- |
-234K- 83.89% |
$13M - $15.9M
|
44.9K
$3.48M
|
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-235K- 67.16% |
$13.1M - $15.9M
|
115K
$8.9M
|
|
|
Mar 22, 2023
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-247K- 56.31% |
$13.8M - $16.8M
|
192K
$14.9M
|
|
|
Feb 15, 2023
Q4 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-251K- 38.48% |
$14M - $17M
|
402K
$31.1M
|