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
|
Comerica Securities,Inc.
|
BUY
|
- |
18.1K+ 4.35% |
$1.01M - $1.23M
|
433K
$33.8M
|
|
|
Feb 10, 2023
Q4 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
18K+ 15.72% |
$1M - $1.22M
|
132K
$10.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
17.8KNew |
$992K - $1.21M
|
17.8K
$1.39M
|
|
|
Feb 15, 2023
Q4 2022
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
17.8KNew |
$992K - $1.21M
|
17.8K
$1.39M
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
17.3K+ 7.99% |
$964K - $1.17M
|
234K
$18.2M
|
|
|
Feb 03, 2023
Q4 2022
|
St. Louis Trust CO
|
BUY
|
- |
17K+ 24.21% |
$945K - $1.15M
|
87K
$6.78M
|
|
|
Jan 31, 2023
Q4 2022
|
Del Sette Capital Management, LLC
|
BUY
|
- |
16.9KNew |
$943K - $1.15M
|
16.9K
$1.32M
|
|
|
Feb 15, 2023
Q4 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
16.9K+ 6.63% |
$939K - $1.14M
|
271K
$21.1M
|
|
|
Aug 06, 2024
Q4 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
16.9K+ 6.63% |
$939K - $1.14M
|
271K
$21.1M
|
|
|
Jan 20, 2023
Q4 2022
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
16.5K+ 20.91% |
$920K - $1.12M
|
95.5K
$7.44M
|
|
|
Feb 16, 2023
Q4 2022
|
American Trust
Lexington, KY |
BUY
|
- |
16.5K+ 129.76% |
$919K - $1.12M
|
29.2K
$2.28M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
16.2K+ 27.18% |
$903K - $1.1M
|
75.9K
$5.91M
|
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
16.2K+ 45.08% |
$900K - $1.09M
|
52K
$4.05M
|
|
|
Feb 13, 2023
Q4 2022
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
16.1KNew |
$897K - $1.09M
|
16.1K
$1.25M
|
|
|
Jan 17, 2023
Q4 2022
|
Innova Wealth Partners
|
BUY
|
- |
16K+ 168.12% |
$892K - $1.09M
|
25.5K
$1.99M
|
|
|
Feb 08, 2023
Q4 2022
|
Salomon & Ludwin, LLC
|
BUY
|
- |
16K+ 5.01% |
$890K - $1.08M
|
335K
$26.1M
|
|
|
Feb 13, 2023
Q4 2022
|
1 St Source Bank
|
BUY
|
- |
15.9K+ 4.77% |
$886K - $1.08M
|
349K
$27.2M
|
|
|
Feb 08, 2023
Q4 2022
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
15.7K+ 169.06% |
$877K - $1.07M
|
25K
$1.95M
|
|
|
Feb 17, 2023
Q4 2022
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
15.6KNew |
$871K - $1.06M
|
15.6K
$1.22M
|
|
|
Jan 25, 2023
Q4 2022
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
15.5KNew |
$862K - $1.05M
|
15.5K
$1.21M
|
|
|
Feb 14, 2023
Q4 2022
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
15.3KNew |
$852K - $1.04M
|
15.3K
$1.19M
|
|
|
Feb 14, 2023
Q4 2022
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
15.2KNew |
$848K - $1.03M
|
15.2K
$1.19M
|
|
|
Feb 14, 2023
Q4 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
14.8K+ 2.63% |
$827K - $1.01M
|
579K
$45.1M
|
|
|
Feb 06, 2023
Q4 2022
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
14.8KNew |
$825K - $1M
|
14.8K
$1.15M
|
|
|
Jan 31, 2023
Q4 2022
|
Bank Of The West
|
BUY
|
- |
14.8K+ 4.38% |
$822K - $1M
|
352K
$27.4M
|
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
14.7K+ 14.86% |
$820K - $998K
|
114K
$8.87M
|
|
|
Feb 13, 2023
Q4 2022
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
14.5K+ 8.53% |
$810K - $985K
|
185K
$14.4M
|
|
|
Jan 25, 2023
Q4 2022
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
14.5KNew |
$809K - $984K
|
14.5K
$1.13M
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
14.4KNew |
$800K - $973K
|
14.4K
$1.12M
|
|
|
Jan 23, 2023
Q4 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
14.3K+ 261.27% |
$797K - $970K
|
19.8K
$1.54M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Counselors Inc
|
BUY
|
- |
14.1K+ 11.48% |
$785K - $955K
|
137K
$10.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Shorepoint Capital Partners LLC
Norwood, MA |
BUY
|
- |
14KNew |
$783K - $952K
|
14K
$1.09M
|
|
|
Feb 06, 2023
Q4 2022
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
14K+ 20.8% |
$778K - $947K
|
81.1K
$6.32M
|
|
|
Jan 31, 2023
Q4 2022
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
13.7K+ 197.25% |
$764K - $929K
|
20.7K
$1.61M
|
|
|
Jan 30, 2023
Q4 2022
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
13.7K+ 26.88% |
$762K - $927K
|
64.6K
$5.03M
|
|
|
Feb 14, 2023
Q4 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
13.6KNew |
$759K - $924K
|
13.6K
$1.06M
|
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
13.3K+ 11.16% |
$739K - $899K
|
132K
$10.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Hoyle Cohen, LLC
|
BUY
|
- |
12.9K+ 82.15% |
$721K - $878K
|
28.7K
$2.24M
|
|
|
Feb 03, 2023
Q4 2022
|
Allen Capital Group, LLC
|
BUY
|
- |
12.9KNew |
$720K - $877K
|
12.9K
$1.01M
|
|
|
Jan 17, 2023
Q4 2022
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
12.9K+ 7.71% |
$720K - $876K
|
181K
$14.1M
|
|
|
Feb 09, 2023
Q4 2022
|
Waddell & Associates, LLC
|
BUY
|
- |
12.8K+ 39.51% |
$716K - $871K
|
45.4K
$3.53M
|
|
|
Feb 08, 2023
Q4 2022
|
Levy Wealth Management Group, LLC
|
BUY
|
- |
12.8KNew |
$712K - $866K
|
12.8K
$995K
|
|
|
Feb 13, 2023
Q4 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
12.7K+ 120.42% |
$708K - $861K
|
23.3K
$1.81M
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
12.5KNew |
$697K - $848K
|
12.5K
$974K
|
|
|
Feb 01, 2023
Q4 2022
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
12.2KNew |
$677K - $824K
|
12.2K
$947K
|
|
|
Jan 27, 2023
Q4 2022
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
12.1KNew |
$676K - $822K
|
12.1K
$945K
|
|
|
Feb 08, 2023
Q4 2022
|
Arcadia Investment Management Corp
|
BUY
|
- |
12.1K+ 25.72% |
$673K - $819K
|
59.1K
$4.6M
|
|
|
Apr 04, 2023
Q4 2022
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
12KNew |
$668K - $813K
|
12K
$934K
|
|
|
Feb 14, 2023
Q4 2022
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
11.5K+ 47816.67% |
$639K - $778K
|
11.5K
$896K
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
11.4K+ 315.98% |
$633K - $771K
|
15K
$1.17M
|