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 10, 2023
Q4 2022
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
30.7KNew |
$1.71M - $2.08M
|
30.7K
$2.38M
|
|
|
Feb 14, 2023
Q4 2022
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
30.4KNew |
$1.69M - $2.06M
|
30.4K
$2.35M
|
|
|
Feb 03, 2023
Q4 2022
|
Hancock Whitney Corp
|
BUY
|
- |
30.1K+ 4.44% |
$1.68M - $2.04M
|
708K
$54.9M
|
|
|
Jan 25, 2023
Q4 2022
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
30K+ 24.02% |
$1.67M - $2.04M
|
155K
$12M
|
|
|
Feb 07, 2023
Q4 2022
|
Conning Inc.
|
BUY
|
- |
29.9K+ 8.11% |
$1.67M - $2.03M
|
399K
$30.9M
|
|
|
Feb 27, 2023
Q4 2022
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
29.6KNew |
$1.65M - $2M
|
29.6K
$2.29M
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
29.4K+ 616.62% |
$1.64M - $1.99M
|
34.2K
$2.65M
|
|
|
Feb 07, 2023
Q4 2022
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
29.4K+ 480.39% |
$1.64M - $1.99M
|
35.5K
$2.75M
|
|
|
Jan 23, 2023
Q4 2022
|
Wood Trust Financial Corp
|
BUY
|
- |
29.2K+ 4.47% |
$1.62M - $1.98M
|
682K
$52.8M
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
29.1K+ 1.12% |
$1.62M - $1.97M
|
2.62M
$203M
|
|
|
Feb 03, 2023
Q4 2022
|
Old National Bancorp
|
BUY
|
- |
29.1K+ 45.58% |
$1.62M - $1.97M
|
92.8K
$7.19M
|
|
|
Jan 25, 2023
Q4 2022
|
Transparent Wealth Partners LLC
Little Rock, AR |
BUY
|
- |
27.8K+ 754.02% |
$1.55M - $1.88M
|
31.5K
$2.44M
|
|
|
Feb 08, 2023
Q4 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
27.7K+ 30.11% |
$1.54M - $1.87M
|
119K
$9.26M
|
|
|
Feb 10, 2023
Q4 2022
|
Victory Capital Management Inc
|
BUY
|
- |
27.2K+ 38.06% |
$1.52M - $1.85M
|
98.8K
$7.65M
|
|
|
Feb 14, 2023
Q4 2022
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
27K+ 305.16% |
$1.51M - $1.83M
|
35.9K
$2.78M
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
26.9K+ 32.04% |
$1.5M - $1.82M
|
111K
$8.59M
|
|
|
Feb 09, 2023
Q4 2022
|
Shelton Wealth Management, LLC
|
BUY
|
- |
26.7KNew |
$1.49M - $1.81M
|
26.7K
$2.07M
|
|
|
Sep 27, 2024
Q4 2022
|
Jarislowsky, Fraser LTD
|
BUY
|
- |
26.4K+ 188.89% |
$1.47M - $1.79M
|
40.4K
$3.13M
|
|
|
Feb 13, 2023
Q4 2022
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
26.3K+ 98.88% |
$1.47M - $1.79M
|
53K
$4.11M
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
26.3K+ 5.31% |
$1.46M - $1.78M
|
522K
$40.4M
|
|
|
Jan 26, 2023
Q4 2022
|
First National Corp
|
BUY
|
- |
26KNew |
$1.45M - $1.76M
|
26K
$2.02M
|
|
|
Jan 05, 2023
Q4 2022
|
Fulton Bank, N.A.
|
BUY
|
- |
25.7K+ 43.43% |
$1.43M - $1.74M
|
84.8K
$6.57M
|
|
|
Jan 30, 2023
Q4 2022
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
25.4KNew |
$1.42M - $1.72M
|
25.4K
$1.97M
|
|
|
Apr 03, 2023
Q4 2022
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
25.3KNew |
$1.41M - $1.72M
|
25.3K
$1.96M
|
|
|
Jul 18, 2023
Q4 2022
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
25KNew |
$1.39M - $1.69M
|
25K
$1.93M
|
|
|
Feb 06, 2023
Q4 2022
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
24.7KNew |
$1.38M - $1.68M
|
24.7K
$1.92M
|
|
|
Jan 31, 2023
Q4 2022
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
24.6K+ 55.11% |
$1.37M - $1.66M
|
69.1K
$5.36M
|
|
|
Feb 10, 2023
Q4 2022
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
24.1K+ 20.3% |
$1.34M - $1.63M
|
143K
$11.1M
|
|
|
Feb 03, 2023
Q4 2022
|
Hardman Johnston Global Advisors LLC
|
BUY
|
- |
24.1KNew |
$1.34M - $1.63M
|
24.1K
$1.87M
|
|
|
Feb 02, 2023
Q4 2022
|
Copperwynd Financial, LLC
|
BUY
|
- |
24KNew |
$1.34M - $1.63M
|
24K
$1.86M
|
|
|
Feb 08, 2023
Q4 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
24K+ 16.96% |
$1.34M - $1.63M
|
166K
$12.8M
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
22.9KNew |
$1.27M - $1.55M
|
22.9K
$1.77M
|
|
|
Feb 10, 2023
Q4 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
22.5K+ 31.92% |
$1.25M - $1.52M
|
92.8K
$7.19M
|
|
|
Feb 07, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
22.4KNew |
$1.25M - $1.52M
|
22.4K
$1.74M
|
|
|
Jan 31, 2023
Q4 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
22.4KNew |
$1.25M - $1.52M
|
22.4K
$1.74M
|
|
|
Feb 10, 2023
Q4 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
22.3K+ 1169.81% |
$1.24M - $1.51M
|
24.2K
$1.88M
|
|
|
Feb 14, 2023
Q4 2022
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
22KNew |
$1.23M - $1.49M
|
22K
$1.7M
|
|
|
Feb 10, 2023
Q4 2022
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
22K+ 56.84% |
$1.22M - $1.49M
|
60.6K
$4.7M
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisors, LLC
|
BUY
|
- |
21.7K+ 6.14% |
$1.21M - $1.47M
|
375K
$29M
|
|
|
Feb 09, 2023
Q4 2022
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
21.2KNew |
$1.18M - $1.43M
|
21.2K
$1.64M
|
|
|
Jan 12, 2023
Q4 2022
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
21K+ 9.52% |
$1.17M - $1.43M
|
242K
$18.8M
|
|
|
Jan 17, 2023
Q4 2022
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
20.9KNew |
$1.16M - $1.41M
|
20.9K
$1.62M
|
|
|
Jan 24, 2023
Q4 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
20.8K+ 319.15% |
$1.16M - $1.41M
|
27.3K
$2.12M
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
19.8K+ 24.87% |
$1.1M - $1.34M
|
99.5K
$7.71M
|
|
|
Feb 10, 2023
Q4 2022
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
19K+ 16.69% |
$1.06M - $1.29M
|
133K
$10.3M
|
|
|
Feb 24, 2023
Q4 2022
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
18.9KNew |
$1.06M - $1.28M
|
18.9K
$1.47M
|
|
|
Feb 14, 2023
Q4 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
18.8K+ 6.55% |
$1.05M - $1.27M
|
305K
$23.7M
|
|
|
May 09, 2023
Q4 2022
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
18.5K+ 8.67% |
$1.03M - $1.25M
|
232K
$17.9M
|
|
|
Feb 13, 2023
Q4 2022
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
18.5K+ 112.6% |
$1.03M - $1.25M
|
34.8K
$2.7M
|
|
|
Feb 17, 2023
Q4 2022
|
Sterling Group Wealth Management, LLC
Pasadena, CA |
BUY
|
- |
18.3KNew |
$1.02M - $1.24M
|
18.3K
$1.42M
|