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 13, 2023
Q4 2022
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
11.3K+ 1.85% |
$631K - $768K
|
624K
$48.4M
|
|
Jan 25, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
11.2KNew |
$627K - $763K
|
11.2K
$872K
|
|
Feb 02, 2023
Q4 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
11K+ 1.9% |
$610K - $743K
|
587K
$45.5M
|
|
Feb 13, 2023
Q4 2022
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
11KNew |
$610K - $742K
|
11K
$849K
|
|
Jan 27, 2023
Q4 2022
|
Leisure Capital Management
|
BUY
|
- |
10.9K+ 167.27% |
$605K - $736K
|
17.3K
$1.34M
|
|
Feb 13, 2023
Q4 2022
|
Clear Street Markets LLC
|
BUY
|
- |
10.8K+ 56.54% |
$602K - $732K
|
29.9K
$2.32M
|
|
Feb 09, 2023
Q4 2022
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
10.6KNew |
$592K - $721K
|
10.6K
$824K
|
|
Feb 13, 2023
Q4 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
10.6K+ 156.51% |
$592K - $720K
|
17.4K
$1.35M
|
|
Jan 31, 2023
Q4 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
10.4K+ 15.52% |
$582K - $708K
|
77.7K
$6.02M
|
|
Jan 19, 2023
Q4 2022
|
Farmers Trust CO
|
BUY
|
- |
10.4K+ 51.46% |
$577K - $702K
|
30.5K
$2.36M
|
|
Jan 12, 2023
Q4 2022
|
Next Capital Management LLC
|
BUY
|
- |
10.3KNew |
$575K - $700K
|
10.3K
$800K
|
|
Feb 09, 2023
Q4 2022
|
Select Asset Management & Trust
Mechanicsburg, PA |
BUY
|
- |
10.3KNew |
$574K - $699K
|
10.3K
$799K
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
BUY
|
- |
10.2K+ 6.28% |
$567K - $690K
|
172K
$13.4M
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
10.1K+ 8.68% |
$565K - $687K
|
127K
$9.84M
|
|
Jan 13, 2023
Q4 2022
|
Brewster Financial Planning LLC
|
BUY
|
- |
10.1K+ 3.45% |
$561K - $683K
|
302K
$23.4M
|
|
Jan 12, 2023
Q4 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
10KNew |
$558K - $679K
|
10K
$776K
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
9.91K+ 508.36% |
$552K - $672K
|
11.9K
$919K
|
|
Feb 07, 2023
Q4 2022
|
Crewe Advisors LLC
|
BUY
|
- |
9.79K+ 23.39% |
$545K - $664K
|
51.7K
$4M
|
|
Jan 31, 2023
Q4 2022
|
Peoples Bank
|
BUY
|
- |
9.78K+ 93.8% |
$545K - $663K
|
20.2K
$1.57M
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
9.74KNew |
$543K - $660K
|
9.74K
$755K
|
|
Feb 13, 2023
Q4 2022
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
9.65KNew |
$538K - $654K
|
9.65K
$748K
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
9.61K+ 58.2% |
$535K - $651K
|
26.1K
$2.02M
|
|
Jan 25, 2023
Q4 2022
|
Stone Asset Management Inc.
|
BUY
|
- |
9.44K+ 16.36% |
$526K - $640K
|
67.1K
$5.2M
|
|
Feb 13, 2023
Q4 2022
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
9.3K+ 1.1% |
$518K - $630K
|
852K
$66M
|
|
Feb 03, 2023
Q4 2022
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
9.19KNew |
$512K - $623K
|
9.19K
$712K
|
|
Feb 09, 2023
Q4 2022
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
9.18K+ 20.45% |
$512K - $622K
|
54.1K
$4.19M
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
9.12K+ 6.81% |
$508K - $619K
|
143K
$11.1M
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
9.02K+ 24.79% |
$502K - $611K
|
45.4K
$3.52M
|
|
Feb 14, 2023
Q4 2022
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
8.91K+ 15.23% |
$496K - $604K
|
67.4K
$5.22M
|
|
Feb 14, 2023
Q4 2022
|
Waterford Advisors, LLC
Orchard Park, NY |
BUY
|
- |
8.87KNew |
$494K - $601K
|
8.87K
$687K
|
|
Feb 14, 2023
Q4 2022
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
8.7K+ 31.63% |
$485K - $590K
|
36.2K
$2.81M
|
|
Feb 10, 2023
Q4 2022
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
8.68K+ 56.54% |
$484K - $589K
|
24K
$1.86M
|
|
Jan 10, 2023
Q4 2022
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
8.67K+ 42.83% |
$483K - $588K
|
28.9K
$2.24M
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
8.67K+ 6.82% |
$483K - $588K
|
136K
$10.5M
|
|
Feb 13, 2023
Q4 2022
|
Glovista Investments LLC
Jersey City, NJ |
BUY
|
- |
8.54KNew |
$476K - $579K
|
8.54K
$662K
|
|
Feb 06, 2023
Q4 2022
|
First Ascent Asset Management, LLC
|
BUY
|
- |
8.42KNew |
$469K - $570K
|
8.42K
$652K
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
8.29K+ 17.11% |
$462K - $562K
|
56.8K
$4.4M
|
|
Feb 13, 2023
Q4 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
8.17K+ 28.09% |
$455K - $554K
|
37.2K
$2.89M
|
|
Feb 10, 2023
Q4 2022
|
Verger Capital Management LLC
|
BUY
|
- |
8.15K+ 2.5% |
$454K - $553K
|
334K
$25.9M
|
|
Feb 14, 2023
Q4 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
8.1K+ 14729.09% |
$451K - $549K
|
8.16K
$632K
|
|
Feb 13, 2023
Q4 2022
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
8.08KNew |
$450K - $548K
|
8.08K
$626K
|
|
Feb 13, 2023
Q4 2022
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
8.07KNew |
$449K - $547K
|
8.07K
$625K
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
8.02KNew |
$447K - $543K
|
8.02K
$621K
|
|
Feb 14, 2023
Q4 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
8K+ 186.18% |
$446K - $542K
|
12.3K
$953K
|
|
Feb 09, 2023
Q4 2022
|
Trust CO Of Kansas
Wichita, KS |
BUY
|
- |
7.94KNew |
$442K - $538K
|
7.94K
$615K
|
|
Jan 10, 2023
Q4 2022
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
7.93KNew |
$442K - $537K
|
7.93K
$614K
|
|
Feb 09, 2023
Q4 2022
|
Victory Capital Management Inc
|
BUY
|
- |
7.85K+ 12.33% |
$437K - $532K
|
71.5K
$5.54M
|
|
Jan 12, 2023
Q4 2022
|
Corundum Group, Inc.
|
BUY
|
- |
7.79K+ 6.04% |
$434K - $528K
|
137K
$10.6M
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
7.75K+ 28.78% |
$432K - $526K
|
34.7K
$2.69M
|
|
Jan 03, 2023
Q4 2022
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
7.74K+ 41.33% |
$431K - $525K
|
26.5K
$2.05M
|