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
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
5KNew |
$279K - $339K
|
5K
$390K
|
|
|
Feb 06, 2023
Q4 2022
|
Forza Wealth Management, LLC
Sarasota, FL |
BUY
|
- |
5KNew |
$279K - $339K
|
5K
$390K
|
|
|
Jan 18, 2023
Q4 2022
|
Central Bank & Trust CO
|
BUY
|
- |
4.98K+ 3.82% |
$277K - $338K
|
135K
$10.5M
|
|
|
Jan 31, 2023
Q4 2022
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
4.96KNew |
$276K - $336K
|
4.96K
$387K
|
|
|
Jan 13, 2023
Q4 2022
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
4.93K+ 35.35% |
$275K - $334K
|
18.9K
$1.47M
|
|
|
Jan 02, 2024
Q4 2022
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
4.92KNew |
$274K - $334K
|
4.92K
$384K
|
|
|
Feb 14, 2023
Q4 2022
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
4.88K+ 1.88% |
$272K - $331K
|
265K
$20.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
4.8K+ 4.32% |
$267K - $325K
|
116K
$9.04M
|
|
|
Jan 19, 2023
Q4 2022
|
Hengehold Capital Management LLC
|
BUY
|
- |
4.68K+ 8.96% |
$261K - $317K
|
56.9K
$4.44M
|
|
|
Feb 14, 2023
Q4 2022
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
4.68K+ 3.07% |
$261K - $317K
|
157K
$12.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.67K+ 9.1% |
$260K - $317K
|
56K
$4.36M
|
|
|
Feb 03, 2023
Q4 2022
|
Smith, Salley & Associates
|
BUY
|
- |
4.67K+ 6.91% |
$260K - $317K
|
72.3K
$5.63M
|
|
|
Feb 07, 2023
Q4 2022
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
4.67KNew |
$260K - $316K
|
4.67K
$364K
|
|
|
Jan 30, 2023
Q4 2022
|
First Interstate Bank
Billings, MT |
BUY
|
- |
4.66K+ 7.55% |
$259K - $316K
|
66.3K
$5.17M
|
|
|
Jan 25, 2023
Q4 2022
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
4.6KNew |
$256K - $312K
|
4.6K
$358K
|
|
|
Feb 02, 2023
Q4 2022
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
4.55KNew |
$253K - $308K
|
4.55K
$354K
|
|
|
Feb 10, 2023
Q4 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
4.5K+ 393.27% |
$251K - $305K
|
5.64K
$440K
|
|
|
Feb 01, 2023
Q4 2022
|
Slate Stone Wealth, LLC
|
BUY
|
- |
4.47K+ 36.27% |
$249K - $303K
|
16.8K
$1.31M
|
|
|
Feb 10, 2023
Q4 2022
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
4.41K+ 18.19% |
$246K - $299K
|
28.7K
$2.23M
|
|
|
Feb 03, 2023
Q4 2022
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
4.41K+ 2.68% |
$245K - $299K
|
169K
$13.2M
|
|
|
Feb 02, 2023
Q4 2022
|
Oldfather Financial Services, LLC
|
BUY
|
- |
4.37K+ 4.96% |
$243K - $296K
|
92.4K
$7.2M
|
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
4.37K+ 64.83% |
$243K - $296K
|
11.1K
$866K
|
|
|
Feb 07, 2023
Q4 2022
|
Integris Wealth Management, LLC
Monterey, CA |
BUY
|
- |
4.32KNew |
$241K - $293K
|
4.32K
$337K
|
|
|
Feb 10, 2023
Q4 2022
|
Ipsen Advisor Group LLC
Little Rock, AR |
BUY
|
- |
4.32KNew |
$240K - $293K
|
4.32K
$336K
|
|
|
Feb 02, 2023
Q4 2022
|
Rmr Wealth Builders
|
BUY
|
- |
4.26K+ 6.38% |
$237K - $289K
|
71K
$5.53M
|
|
|
Jan 30, 2023
Q4 2022
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
4.21K+ 15.49% |
$235K - $286K
|
31.4K
$2.45M
|
|
|
Jan 09, 2023
Q4 2022
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
4.21KNew |
$235K - $285K
|
4.21K
$328K
|
|
|
Feb 06, 2023
Q4 2022
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
4.21KNew |
$234K - $285K
|
4.21K
$328K
|
|
|
Feb 14, 2023
Q4 2022
|
Garda Capital Partners LP
Wayzata, MN |
BUY
|
- |
4.2KNew |
$234K - $285K
|
4.2K
$327K
|
|
|
Feb 13, 2023
Q4 2022
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
4.2KNew |
$234K - $285K
|
4.2K
$327K
|
|
|
Mar 10, 2023
Q4 2022
|
Financial Alternatives, Inc
La Jolla, CA |
BUY
|
- |
4.2KNew |
$234K - $285K
|
4.2K
$327K
|
|
|
Feb 07, 2023
Q4 2022
|
Family Firm, Inc.
|
BUY
|
- |
4.18K+ 7.89% |
$233K - $283K
|
57.2K
$4.45M
|
|
|
Oct 26, 2023
Q4 2022
|
Sound Stewardship, LLC
Overland Park, KS |
BUY
|
- |
4.18KNew |
$233K - $283K
|
4.18K
$326K
|
|
|
Jan 27, 2023
Q4 2022
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
4.17KNew |
$232K - $283K
|
4.17K
$325K
|
|
|
May 17, 2023
Q4 2022
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
4.02KNew |
$224K - $273K
|
4.02K
$313K
|
|
|
Feb 14, 2023
Q4 2022
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
4.01KNew |
$223K - $271K
|
4.01K
$312K
|
|
|
Feb 06, 2023
Q4 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.98K+ 0.64% |
$222K - $270K
|
624K
$48.6M
|
|
|
Feb 16, 2023
Q4 2022
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
BUY
|
- |
3.98KNew |
$221K - $269K
|
3.98K
$310K
|
|
|
Jan 17, 2023
Q4 2022
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
3.94KNew |
$220K - $267K
|
3.94K
$307K
|
|
|
Feb 03, 2023
Q4 2022
|
Fee Only Financial Planning, L.C.
Okatie, SC |
BUY
|
- |
3.88KNew |
$216K - $263K
|
3.88K
$302K
|
|
|
Jan 10, 2023
Q4 2022
|
Single Point Partners, LLC
|
BUY
|
- |
3.87KNew |
$216K - $262K
|
3.87K
$301K
|
|
|
Feb 14, 2023
Q4 2022
|
Bontempo Ohly Capital Mgmt LLC
Bethesda, MD |
BUY
|
- |
3.87K+ 0.65% |
$215K - $262K
|
597K
$46.5M
|
|
|
Jan 31, 2023
Q4 2022
|
Franklin, Parlapiano, Turner & Welch, LLC
|
BUY
|
- |
3.8K+ 34.01% |
$212K - $258K
|
15K
$1.17M
|
|
|
Feb 28, 2023
Q4 2022
|
Orin Green Financial, LLC
|
BUY
|
- |
3.78K+ 3.42% |
$211K - $257K
|
114K
$8.91M
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
3.75KNew |
$209K - $254K
|
3.75K
$292K
|
|
|
Jan 19, 2023
Q4 2022
|
Lion Street Advisors, LLC
|
BUY
|
- |
3.73KNew |
$208K - $253K
|
3.73K
$291K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
3.73K+ 4.56% |
$208K - $253K
|
85.4K
$6.66M
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
3.71KNew |
$207K - $252K
|
3.71K
$289K
|
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
3.71K+ 19.27% |
$207K - $252K
|
23K
$1.79M
|
|
|
Jan 27, 2023
Q4 2022
|
Traynor Capital Management, Inc.
|
BUY
|
- |
3.7K+ 83.78% |
$206K - $251K
|
8.12K
$633K
|