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 15, 2022
Q1 2022
|
Perkins Coie Trust CO
|
SELL
|
- |
-651- 17.38% |
$43.5K - $51.9K
|
3.09K
$240K
|
|
|
May 02, 2022
Q1 2022
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-654Closed |
$43.7K - $52.1K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-655- 8.9% |
$43.8K - $52.2K
|
6.71K
$520K
|
|
|
Apr 26, 2022
Q1 2022
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-658- 4.13% |
$44K - $52.4K
|
15.3K
$1.18M
|
|
|
Apr 28, 2022
Q1 2022
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-664- 2.86% |
$44.4K - $52.9K
|
22.6K
$1.75M
|
|
|
May 03, 2022
Q1 2022
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-672- 15.54% |
$44.9K - $53.5K
|
3.65K
$283K
|
|
|
May 05, 2022
Q1 2022
|
Community Bank, N.A.
|
SELL
|
- |
-680- 1.67% |
$45.5K - $54.2K
|
40K
$3.1M
|
|
|
May 12, 2022
Q1 2022
|
Bison Wealth, LLC
|
SELL
|
- |
-700- 61.95% |
$46.8K - $55.8K
|
430
$33.3K
|
|
|
Sep 07, 2023
Q1 2022
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
SELL
|
- |
-700- 3.26% |
$46.8K - $55.8K
|
20.8K
$1.61M
|
|
|
May 09, 2022
Q1 2022
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-713- 2.35% |
$47.7K - $56.8K
|
29.7K
$2.3M
|
|
|
Apr 27, 2022
Q1 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-719- 1.6% |
$48.1K - $57.3K
|
44.2K
$3.42M
|
|
|
Apr 18, 2022
Q1 2022
|
Curbstone Financial Management Corp
|
SELL
|
- |
-722- 1.77% |
$48.3K - $57.5K
|
40.1K
$3.11M
|
|
|
May 05, 2022
Q1 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-722- 1.85% |
$48.3K - $57.5K
|
38.4K
$2.98M
|
|
|
Apr 27, 2022
Q1 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-723- 14.09% |
$48.3K - $57.6K
|
4.41K
$342K
|
|
|
May 02, 2022
Q1 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-741- 7.23% |
$49.5K - $59K
|
9.51K
$737K
|
|
|
May 12, 2022
Q1 2022
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-750Closed |
$50.1K - $59.7K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Davenport & CO LLC
|
SELL
|
- |
-755- 1.7% |
$50.5K - $60.1K
|
43.6K
$3.38M
|
|
|
Apr 25, 2022
Q1 2022
|
First Premier Bank
|
SELL
|
- |
-755Closed |
$50.5K - $60.1K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-755- 11.19% |
$50.5K - $60.1K
|
6K
$465K
|
|
|
May 16, 2022
Q1 2022
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-774- 10.29% |
$51.7K - $61.7K
|
6.75K
$523K
|
|
|
Apr 20, 2022
Q1 2022
|
Leverty Financial Group, LLC
|
SELL
|
- |
-777- 1.14% |
$51.9K - $61.9K
|
67.5K
$5.23M
|
|
|
Apr 25, 2022
Q1 2022
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-784- 1.01% |
$52.4K - $62.5K
|
77.1K
$5.97M
|
|
|
Apr 14, 2022
Q1 2022
|
Sabal Trust CO
|
SELL
|
- |
-790- 9.17% |
$52.8K - $62.9K
|
7.82K
$606K
|
|
|
Apr 28, 2022
Q1 2022
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-800- 22.55% |
$53.5K - $63.7K
|
2.75K
$213K
|
|
|
May 16, 2022
Q1 2022
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-804- 0.56% |
$53.7K - $64K
|
142K
$11M
|
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-811Closed |
$54.2K - $64.6K
|
0
$0
|
|
|
Apr 11, 2022
Q1 2022
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-823- 3.17% |
$55K - $65.6K
|
25.1K
$1.95M
|
|
|
Apr 20, 2022
Q1 2022
|
Crestone Asset Management LLC
|
SELL
|
- |
-827- 0.32% |
$55.3K - $65.9K
|
255K
$19.7M
|
|
|
May 10, 2022
Q1 2022
|
Fluent Financial, LLC
|
SELL
|
- |
-829- 1.3% |
$55.4K - $66K
|
63K
$4.88M
|
|
|
Apr 13, 2022
Q1 2022
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-832- 18.83% |
$55.6K - $66.3K
|
3.59K
$278K
|
|
|
Apr 28, 2022
Q1 2022
|
Krilogy Financial LLC
|
SELL
|
- |
-839- 2.7% |
$56.1K - $66.8K
|
30.2K
$2.34M
|
|
|
May 09, 2022
Q1 2022
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-852- 11.32% |
$56.9K - $67.9K
|
6.68K
$517K
|
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-857Closed |
$57.3K - $68.3K
|
0
$0
|
|
|
Apr 05, 2022
Q1 2022
|
Trust CO Of Vermont
|
SELL
|
- |
-867- 4.51% |
$58K - $69.1K
|
18.4K
$1.42M
|
|
|
Apr 20, 2022
Q1 2022
|
Boltwood Capital Management
|
SELL
|
- |
-869- 2.5% |
$58.1K - $69.2K
|
33.8K
$2.62M
|
|
|
May 13, 2022
Q1 2022
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-870- 2.81% |
$58.2K - $69.3K
|
30.1K
$2.34M
|
|
|
Apr 29, 2022
Q1 2022
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-871- 4.0% |
$58.2K - $69.4K
|
20.9K
$1.62M
|
|
|
May 13, 2022
Q1 2022
|
Epiq Capital Group, LLC
San Francisco, CA |
SELL
|
- |
-877- 8.5% |
$58.6K - $69.9K
|
9.44K
$731K
|
|
|
Apr 11, 2022
Q1 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-890- 3.3% |
$59.5K - $70.9K
|
26.1K
$2.02M
|
|
|
May 16, 2022
Q1 2022
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-895- 0.4% |
$59.8K - $71.3K
|
225K
$17.5M
|
|
|
Apr 14, 2022
Q1 2022
|
Minot Wealth Management LLC
|
SELL
|
- |
-907- 16.32% |
$60.6K - $72.3K
|
4.65K
$360K
|
|
|
May 06, 2022
Q1 2022
|
Aspiriant, LLC
|
SELL
|
- |
-922- 1.78% |
$61.6K - $73.4K
|
51K
$3.95M
|
|
|
May 09, 2022
Q1 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-925- 83.56% |
$61.8K - $73.7K
|
182
$14.1K
|
|
|
Aug 16, 2022
Q1 2022
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-928Closed |
$62K - $73.9K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Highland Private Wealth Management
|
SELL
|
- |
-950- 2.08% |
$63.5K - $75.7K
|
44.8K
$3.47M
|
|
|
Apr 29, 2022
Q1 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-950- 7.47% |
$63.5K - $75.7K
|
11.8K
$913K
|
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-970- 29.85% |
$64.8K - $77.3K
|
2.28K
$177K
|
|
|
May 10, 2022
Q1 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-991Closed |
$66.2K - $78.9K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
First Merchants Corp
|
SELL
|
- |
-1K- 17.19% |
$66.8K - $79.7K
|
4.82K
$373K
|
|
|
May 11, 2022
Q1 2022
|
Truepoint, Inc.
|
SELL
|
- |
-1K- 4.5% |
$67.1K - $80K
|
21.3K
$1.65M
|