Purchases and Sales Made in Q1 2022 in Ishares Tr Msci Eafe ETF (EFA)
This table provides information about the institutional ownership of Ishares Tr Msci Eafe ETF (EFA) during Q1 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 |
---|---|---|---|---|---|---|---|
May 12, 2022
Q1 2022
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
1.25K+ 6.8% |
$83.3K - $99.3K
|
19.6K
$1.52M
|
|
May 13, 2022
Q1 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
1.24K+ 37.97% |
$82.9K - $98.8K
|
4.51K
$349K
|
|
May 03, 2022
Q1 2022
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
1.23K+ 8.43% |
$82.5K - $98.3K
|
15.9K
$1.23M
|
|
May 11, 2022
Q1 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
1.23K+ 26.31% |
$82.5K - $98.3K
|
5.92K
$459K
|
|
May 13, 2022
Q1 2022
|
Pointe Capital Management LLC
|
BUY
|
- |
1.22K+ 22.91% |
$81.7K - $97.3K
|
6.56K
$508K
|
|
Feb 21, 2023
Q1 2022
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
1.21K+ 5.54% |
$81.1K - $96.7K
|
23.1K
$1.79M
|
|
May 16, 2022
Q1 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
1.2K+ 30.01% |
$80.1K - $95.5K
|
5.19K
$403K
|
|
Apr 27, 2022
Q1 2022
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
1.18K+ 2.55% |
$78.7K - $93.8K
|
47.3K
$3.67M
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
1.18K+ 1.17% |
$78.7K - $93.8K
|
102K
$7.89M
|
|
May 16, 2022
Q1 2022
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
1.18K+ 17.93% |
$78.5K - $93.6K
|
7.73K
$599K
|
|
May 06, 2022
Q1 2022
|
Anchor Capital Advisors LLC
|
BUY
|
- |
1.17K+ 5.44% |
$78.5K - $93.5K
|
22.8K
$1.76M
|
|
Apr 27, 2022
Q1 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
1.16K+ 2.16% |
$77.6K - $92.5K
|
54.9K
$4.26M
|
|
Aug 12, 2024
Q1 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1.16K+ 42.02% |
$77.2K - $92K
|
3.9K
$303K
|
|
May 09, 2022
Q1 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
1.14K+ 1.22% |
$75.9K - $90.5K
|
94.4K
$7.31M
|
|
May 16, 2022
Q1 2022
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
1.14K+ 13.4% |
$75.9K - $90.4K
|
9.61K
$744K
|
|
Apr 27, 2022
Q1 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
1.12K+ 5.33% |
$75.1K - $89.5K
|
22.2K
$1.72M
|
|
May 05, 2022
Q1 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
1.11KNew |
$74K - $88.2K
|
1.11K
$85.8K
|
|
May 03, 2022
Q1 2022
|
Heritage Investment Group, Inc.
|
BUY
|
- |
1.11K+ 42.82% |
$74K - $88.2K
|
3.69K
$286K
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.08K+ 8.03% |
$72.1K - $86K
|
14.5K
$1.12M
|
|
May 16, 2022
Q1 2022
|
Siena Capital LLC
Cincinnati, OH |
BUY
|
- |
1.06KNew |
$70.5K - $84K
|
1.06K
$81.8K
|
|
May 16, 2022
Q1 2022
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
1.05K+ 5.6% |
$70.3K - $83.8K
|
19.8K
$1.54M
|
|
Apr 28, 2022
Q1 2022
|
Evensky & Katz LLC
|
BUY
|
- |
1.04K+ 28.87% |
$69.7K - $83.1K
|
4.66K
$361K
|
|
Apr 28, 2022
Q1 2022
|
Greenfield Ftc, Inc.
|
BUY
|
- |
1.04K+ 0.21% |
$69.6K - $83K
|
502K
$38.9M
|
|
Apr 20, 2022
Q1 2022
|
Congress Asset Management CO
|
BUY
|
- |
1.03K+ 3.79% |
$68.8K - $82K
|
28.2K
$2.18M
|
|
Apr 28, 2022
Q1 2022
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
1.03K+ 2.22% |
$68.5K - $81.7K
|
47.3K
$3.66M
|
|
May 16, 2022
Q1 2022
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
1.02K+ 3.65% |
$68.2K - $81.3K
|
28.9K
$2.24M
|
|
Apr 04, 2022
Q1 2022
|
Private Asset Management Inc
|
BUY
|
- |
1.01K+ 4.34% |
$67.2K - $80.1K
|
24.2K
$1.87M
|
|
May 11, 2022
Q1 2022
|
Financial Insights, Inc.
|
BUY
|
- |
967+ 18.07% |
$64.6K - $77K
|
6.32K
$490K
|
|
Apr 14, 2022
Q1 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
965+ 0.59% |
$64.5K - $76.9K
|
166K
$12.9M
|
|
May 12, 2022
Q1 2022
|
Hudson Portfolio Management LLC
Garrison, NY |
BUY
|
- |
957+ 23.45% |
$64K - $76.2K
|
5.04K
$390K
|
|
May 06, 2022
Q1 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
951New |
$63.6K - $75.8K
|
951
$73.7K
|
|
Apr 28, 2022
Q1 2022
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
949+ 2.53% |
$63.4K - $75.6K
|
38.4K
$2.98M
|
|
May 02, 2022
Q1 2022
|
Capital Investment Counsel, Inc
|
BUY
|
- |
947New |
$63.3K - $75.4K
|
947
$73.4K
|
|
May 13, 2022
Q1 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
928+ 7.12% |
$62K - $73.9K
|
14K
$1.08M
|
|
May 03, 2022
Q1 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
909+ 15.95% |
$60.8K - $72.4K
|
6.61K
$512K
|
|
May 25, 2022
Q1 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
907+ 3.08% |
$60.6K - $72.3K
|
30.3K
$2.35M
|
|
May 13, 2022
Q1 2022
|
Magellan Asset Management LTD
Sydney, C3 |
BUY
|
- |
905+ 5.36% |
$60.5K - $72.1K
|
17.8K
$1.38M
|
|
Apr 13, 2022
Q1 2022
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
862+ 50.68% |
$57.6K - $68.7K
|
2.56K
$199K
|
|
May 10, 2022
Q1 2022
|
Goldstein Munger & Associates
San Ramon, CA |
BUY
|
- |
856+ 0.19% |
$57.2K - $68.2K
|
445K
$34.5M
|
|
May 05, 2022
Q1 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
844+ 1.07% |
$56.4K - $67.2K
|
79.4K
$6.15M
|
|
May 10, 2022
Q1 2022
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
844+ 2.05% |
$56.4K - $67.2K
|
41.9K
$3.25M
|
|
May 12, 2022
Q1 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
834+ 24.49% |
$55.7K - $66.4K
|
4.24K
$329K
|
|
Apr 22, 2022
Q1 2022
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
824+ 0.97% |
$55.1K - $65.6K
|
85.4K
$6.62M
|
|
May 13, 2022
Q1 2022
|
Washington Trust Bank
|
BUY
|
- |
816+ 3.34% |
$54.5K - $65K
|
25.2K
$1.95M
|
|
Apr 27, 2022
Q1 2022
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
800+ 3.22% |
$53.5K - $63.7K
|
25.7K
$1.99M
|
|
Apr 28, 2022
Q1 2022
|
Hardy Reed LLC
|
BUY
|
- |
788New |
$52.7K - $62.8K
|
788
$61.1K
|
|
May 06, 2022
Q1 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
787+ 2.41% |
$52.6K - $62.7K
|
33.5K
$2.6M
|
|
May 13, 2022
Q1 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
770New |
$51.5K - $61.3K
|
770
$59.7K
|
|
May 24, 2022
Q1 2022
|
Carlson Capital Management
|
BUY
|
- |
769+ 7.14% |
$51.4K - $61.3K
|
11.5K
$894K
|
|
May 12, 2022
Q1 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
732+ 5.09% |
$48.9K - $58.3K
|
15.1K
$1.17M
|