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 14, 2023
Q4 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
7.69KNew |
$428K - $521K
|
7.69K
$599K
|
|
|
Jan 13, 2023
Q4 2022
|
Howard Financial Services, Ltd.
|
BUY
|
- |
7.62K+ 158.46% |
$425K - $517K
|
12.4K
$969K
|
|
|
Feb 12, 2024
Q4 2022
|
Ashford Advisors, LLC
|
BUY
|
- |
7.55K+ 19.64% |
$421K - $512K
|
46K
$3.58M
|
|
|
Feb 09, 2023
Q4 2022
|
Trellis Advisors, LLC
|
BUY
|
- |
7.52K+ 42.49% |
$419K - $510K
|
25.2K
$1.97M
|
|
|
Feb 06, 2023
Q4 2022
|
Tilson Financial Group, Inc.
New Providence, NJ |
BUY
|
- |
7.52KNew |
$419K - $510K
|
7.52K
$586K
|
|
|
Jan 30, 2023
Q4 2022
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
7.47KNew |
$416K - $506K
|
7.47K
$582K
|
|
|
Feb 13, 2023
Q4 2022
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
7.46K+ 29.76% |
$416K - $506K
|
32.5K
$2.53M
|
|
|
Feb 14, 2023
Q4 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
7.39KNew |
$412K - $501K
|
7.39K
$576K
|
|
|
Jan 27, 2023
Q4 2022
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
7.36K+ 11.52% |
$410K - $499K
|
71.2K
$5.55M
|
|
|
Feb 10, 2023
Q4 2022
|
South State Corp
|
BUY
|
- |
7.13K+ 55.63% |
$397K - $484K
|
20K
$1.55M
|
|
|
Feb 09, 2023
Q4 2022
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
7.05K+ 10.9% |
$393K - $478K
|
71.7K
$5.58M
|
|
|
Feb 17, 2023
Q4 2022
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
6.92KNew |
$386K - $469K
|
6.92K
$539K
|
|
|
Feb 09, 2023
Q4 2022
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
6.88KNew |
$384K - $467K
|
6.88K
$536K
|
|
|
Feb 14, 2023
Q4 2022
|
Whitford Management LLC
New York, NY |
BUY
|
- |
6.85KNew |
$382K - $464K
|
6.85K
$534K
|
|
|
Feb 10, 2023
Q4 2022
|
Sheets Smith Investment Management
Houston, TX |
BUY
|
- |
6.83KNew |
$380K - $463K
|
6.83K
$532K
|
|
|
Feb 09, 2023
Q4 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
6.73K+ 136.43% |
$375K - $456K
|
11.7K
$908K
|
|
|
Jan 31, 2023
Q4 2022
|
Ironwood Investment Management LLC
Boston, MA |
BUY
|
- |
6.72K+ 9.59% |
$374K - $455K
|
76.7K
$5.98M
|
|
|
Sep 12, 2023
Q4 2022
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
6.7K+ 9.34% |
$373K - $454K
|
78.5K
$6.12M
|
|
|
Jan 27, 2023
Q4 2022
|
Bridgewater Advisors Inc.
|
BUY
|
- |
6.7K+ 17.24% |
$373K - $454K
|
45.5K
$3.55M
|
|
|
Jan 25, 2023
Q4 2022
|
Sageworth Trust CO
|
BUY
|
- |
6.69K+ 21.71% |
$372K - $453K
|
37.5K
$2.92M
|
|
|
Feb 01, 2023
Q4 2022
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
6.6KNew |
$368K - $447K
|
6.6K
$514K
|
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
6.53K+ 18.49% |
$364K - $443K
|
41.8K
$3.26M
|
|
|
Jan 23, 2023
Q4 2022
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
6.41K+ 38.33% |
$357K - $435K
|
23.1K
$1.8M
|
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
5.9K+ 5.83% |
$329K - $400K
|
107K
$8.35M
|
|
|
Feb 14, 2023
Q4 2022
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
5.88KNew |
$327K - $398K
|
5.88K
$458K
|
|
|
Feb 13, 2023
Q4 2022
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
5.87K+ 12.01% |
$327K - $398K
|
54.8K
$4.27M
|
|
|
Sep 12, 2023
Q4 2022
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
5.81KNew |
$324K - $394K
|
5.81K
$453K
|
|
|
Jan 27, 2023
Q4 2022
|
Welch Group, LLC
|
BUY
|
- |
5.81KNew |
$324K - $394K
|
5.81K
$453K
|
|
|
Jan 20, 2023
Q4 2022
|
Straight Path Wealth Management
|
BUY
|
- |
5.74KNew |
$320K - $389K
|
5.74K
$447K
|
|
|
Feb 02, 2023
Q4 2022
|
Provence Wealth Management Group
|
BUY
|
- |
5.7KNew |
$318K - $387K
|
5.7K
$444K
|
|
|
Feb 03, 2023
Q4 2022
|
Fiducient Advisors LLC
|
BUY
|
- |
5.66K+ 71.7% |
$315K - $383K
|
13.5K
$1.06M
|
|
|
Feb 14, 2023
Q4 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
5.64K+ 10.63% |
$314K - $382K
|
58.7K
$4.57M
|
|
|
Feb 01, 2023
Q4 2022
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
5.6K+ 900.32% |
$312K - $380K
|
6.22K
$485K
|
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
5.5KNew |
$306K - $373K
|
5.5K
$429K
|
|
|
Feb 14, 2023
Q4 2022
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
5.48K+ 21.35% |
$305K - $372K
|
31.2K
$2.43M
|
|
|
Mar 01, 2023
Q4 2022
|
Ddfg, Inc
Thousand Oaks, CA |
BUY
|
- |
5.42KNew |
$302K - $367K
|
5.42K
$422K
|
|
|
Jan 12, 2023
Q4 2022
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
5.34K+ 8.95% |
$297K - $362K
|
65K
$5.06M
|
|
|
Feb 09, 2023
Q4 2022
|
Xml Financial, LLC
|
BUY
|
- |
5.22K+ 12.87% |
$291K - $354K
|
45.8K
$3.56M
|
|
|
Feb 03, 2023
Q4 2022
|
9258 Wealth Management, LLC
|
BUY
|
- |
5.21KNew |
$290K - $353K
|
5.21K
$406K
|
|
|
Sep 06, 2024
Q4 2022
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
5.21KNew |
$290K - $353K
|
5.21K
$406K
|
|
|
Jan 10, 2023
Q4 2022
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
5.2KNew |
$290K - $353K
|
5.2K
$405K
|
|
|
Apr 18, 2023
Q4 2022
|
Alpha Financial Advisors, LLC
Charlotte, NC |
BUY
|
- |
5.15KNew |
$287K - $349K
|
5.15K
$401K
|
|
|
Nov 17, 2023
Q4 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
5.12K+ 170.78% |
$285K - $347K
|
8.11K
$632K
|
|
|
Feb 15, 2023
Q4 2022
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
5.11KNew |
$284K - $346K
|
5.11K
$398K
|
|
|
Feb 15, 2023
Q4 2022
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
5.07KNew |
$283K - $344K
|
5.07K
$395K
|
|
|
Jan 30, 2023
Q4 2022
|
Curated Wealth Partners LLC
|
BUY
|
- |
5.07K+ 45.07% |
$282K - $344K
|
16.3K
$1.27M
|
|
|
Feb 06, 2023
Q4 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
5.03K+ 119.06% |
$280K - $341K
|
9.26K
$722K
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
5.01K+ 3.47% |
$279K - $339K
|
149K
$11.6M
|
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
5.01K+ 3.47% |
$279K - $339K
|
149K
$11.6M
|
|
|
Feb 10, 2023
Q4 2022
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
5KNew |
$279K - $339K
|
5K
$390K
|