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 |
---|---|---|---|---|---|---|---|
Apr 20, 2022
Q1 2022
|
Hfg Advisors, Inc.
|
BUY
|
- |
729+ 3.67% |
$48.7K - $58.1K
|
20.6K
$1.59M
|
|
May 09, 2022
Q1 2022
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
715+ 317.78% |
$47.8K - $57K
|
940
$72.9K
|
|
Apr 07, 2022
Q1 2022
|
Bath Savings Trust CO
|
BUY
|
- |
700+ 17.16% |
$46.8K - $55.8K
|
4.78K
$370K
|
|
May 03, 2022
Q1 2022
|
Round Table Services, LLC
|
BUY
|
- |
684+ 4.41% |
$45.7K - $54.5K
|
16.2K
$1.26M
|
|
May 05, 2022
Q1 2022
|
Davis R M Inc
Portland, ME |
BUY
|
- |
673+ 2.49% |
$45K - $53.6K
|
27.7K
$2.15M
|
|
May 02, 2022
Q1 2022
|
Hudock, Inc.
|
BUY
|
- |
668+ 4.32% |
$44.6K - $53.2K
|
16.1K
$1.25M
|
|
May 17, 2022
Q1 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
664+ 1.28% |
$44.4K - $52.9K
|
52.5K
$4.07M
|
|
Apr 18, 2022
Q1 2022
|
Rockland Trust CO
|
BUY
|
- |
653+ 1.85% |
$43.6K - $52K
|
36K
$2.79M
|
|
May 10, 2022
Q1 2022
|
Mc Collum Christoferson Group LLC
Amherst, NY |
BUY
|
- |
625+ 10.25% |
$41.8K - $49.8K
|
6.73K
$521K
|
|
May 04, 2022
Q1 2022
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
610+ 0.25% |
$40.8K - $48.6K
|
244K
$18.9M
|
|
May 09, 2022
Q1 2022
|
Dentgroup LLC
|
BUY
|
- |
596+ 3.41% |
$39.8K - $47.5K
|
18.1K
$1.4M
|
|
May 16, 2022
Q1 2022
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
581+ 4.01% |
$38.8K - $46.3K
|
15.1K
$1.17M
|
|
Apr 21, 2022
Q1 2022
|
Trust CO Of Virginia
|
BUY
|
- |
580+ 3.55% |
$38.8K - $46.2K
|
16.9K
$1.31M
|
|
May 05, 2022
Q1 2022
|
Great Diamond Partners, LLC
|
BUY
|
- |
571+ 1.43% |
$38.2K - $45.5K
|
40.4K
$3.13M
|
|
Apr 26, 2022
Q1 2022
|
First Citizens Bank & Trust CO
|
BUY
|
- |
566+ 1.56% |
$37.8K - $45.1K
|
36.9K
$2.86M
|
|
May 13, 2022
Q1 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
560+ 3.78% |
$37.4K - $44.6K
|
15.4K
$1.19M
|
|
May 02, 2022
Q1 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
548+ 2.69% |
$36.6K - $43.7K
|
20.9K
$1.62M
|
|
Mar 10, 2023
Q1 2022
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
546+ 2.58% |
$36.5K - $43.5K
|
21.7K
$1.68M
|
|
Apr 20, 2022
Q1 2022
|
Amarillo National Bank
|
BUY
|
- |
545+ 0.47% |
$36.4K - $43.4K
|
116K
$9.02M
|
|
Apr 29, 2022
Q1 2022
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
545+ 7.55% |
$36.4K - $43.4K
|
7.76K
$601K
|
|
May 13, 2022
Q1 2022
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
516+ 0.62% |
$34.5K - $41.1K
|
83.4K
$6.46M
|
|
May 11, 2022
Q1 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
515+ 6.34% |
$34.4K - $41K
|
8.64K
$669K
|
|
May 05, 2022
Q1 2022
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
507+ 4.48% |
$33.9K - $40.4K
|
11.8K
$916K
|
|
Apr 22, 2022
Q1 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
502+ 12.46% |
$33.6K - $40K
|
4.53K
$351K
|
|
May 10, 2022
Q1 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
501+ 2.91% |
$33.5K - $39.9K
|
17.7K
$1.37M
|
|
May 06, 2022
Q1 2022
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
500New |
$33.4K - $39.8K
|
500
$38.8K
|
|
May 13, 2022
Q1 2022
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
496+ 4.57% |
$33.2K - $39.5K
|
11.3K
$879K
|
|
May 04, 2022
Q1 2022
|
Verger Capital Management LLC
|
BUY
|
- |
492+ 0.21% |
$32.9K - $39.2K
|
239K
$18.5M
|
|
May 04, 2022
Q1 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
481+ 0.93% |
$32.2K - $38.3K
|
52.4K
$4.06M
|
|
Apr 20, 2022
Q1 2022
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
480+ 55.81% |
$32.1K - $38.2K
|
1.34K
$104K
|
|
Apr 19, 2022
Q1 2022
|
Apeiron Ria LLC
|
BUY
|
- |
476+ 8.43% |
$31.8K - $37.9K
|
6.12K
$474K
|
|
Apr 13, 2022
Q1 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
475+ 16.02% |
$31.7K - $37.8K
|
3.44K
$267K
|
|
May 12, 2022
Q1 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
472+ 0.39% |
$31.5K - $37.6K
|
122K
$9.46M
|
|
May 02, 2022
Q1 2022
|
Spc Financial, Inc.
|
BUY
|
- |
460+ 9.99% |
$30.7K - $36.6K
|
5.07K
$393K
|
|
May 13, 2022
Q1 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
459+ 7.34% |
$30.7K - $36.6K
|
6.71K
$520K
|
|
May 16, 2022
Q1 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
451+ 3.77% |
$30.1K - $35.9K
|
12.4K
$963K
|
|
May 05, 2022
Q1 2022
|
Cambridge Advisors Inc.
|
BUY
|
- |
450+ 3.74% |
$30.1K - $35.8K
|
12.5K
$967K
|
|
Apr 19, 2022
Q1 2022
|
Security Financial Services, Inc.
|
BUY
|
- |
450+ 3.14% |
$30.1K - $35.8K
|
14.8K
$1.14M
|
|
May 25, 2022
Q1 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
442+ 21.82% |
$29.5K - $35.2K
|
2.47K
$191K
|
|
May 05, 2022
Q1 2022
|
Gibson Wealth Advisors LLC
Tyler, TX |
BUY
|
- |
436New |
$29.1K - $34.7K
|
436
$33.8K
|
|
Apr 14, 2022
Q1 2022
|
Cfm Wealth Partners LLC
|
BUY
|
- |
434+ 10.53% |
$29K - $34.6K
|
4.56K
$353K
|
|
May 10, 2022
Q1 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
424+ 0.7% |
$28.3K - $33.8K
|
61.1K
$4.73M
|
|
Apr 05, 2022
Q1 2022
|
Adirondack Trust CO
|
BUY
|
- |
412+ 4.07% |
$27.5K - $32.8K
|
10.5K
$817K
|
|
May 12, 2022
Q1 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
405+ 0.38% |
$27.1K - $32.3K
|
108K
$8.4M
|
|
May 02, 2022
Q1 2022
|
Courier Capital LLC
|
BUY
|
- |
403+ 0.16% |
$26.9K - $32.1K
|
252K
$19.5M
|
|
Apr 26, 2022
Q1 2022
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
400+ 5.88% |
$26.7K - $31.9K
|
7.2K
$558K
|
|
May 11, 2022
Q1 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
396+ 2.82% |
$26.5K - $31.5K
|
14.5K
$1.12M
|
|
Apr 25, 2022
Q1 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
375+ 14.9% |
$25.1K - $29.9K
|
2.89K
$224K
|
|
May 09, 2022
Q1 2022
|
Esl Trust Services, LLC
|
BUY
|
- |
375+ 3.3% |
$25.1K - $29.9K
|
11.7K
$910K
|
|
Apr 15, 2022
Q1 2022
|
Colorado Capital Management, Inc.
|
BUY
|
- |
375+ 4.82% |
$25.1K - $29.9K
|
8.16K
$632K
|