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 13, 2022
Q1 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-2.81K- 32.6% |
$188K - $224K
|
5.82K
$453K
|
|
May 16, 2022
Q1 2022
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-2.83K- 57.61% |
$189K - $226K
|
2.09K
$162K
|
|
Apr 27, 2022
Q1 2022
|
Helen Stephens Group, LLC
|
SELL
|
- |
-2.84KClosed |
$189K - $226K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Brightworth
|
SELL
|
- |
-2.88KClosed |
$192K - $229K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Twele Capital Management, Inc.
|
SELL
|
- |
-2.89K- 0.41% |
$193K - $230K
|
700K
$54.5M
|
|
May 04, 2022
Q1 2022
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-2.9KClosed |
$194K - $231K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Hills Bank & Trust CO
|
SELL
|
- |
-2.95K- 1.26% |
$197K - $235K
|
231K
$18M
|
|
May 16, 2022
Q1 2022
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-2.97K- 4.02% |
$198K - $236K
|
70.8K
$5.52M
|
|
May 02, 2022
Q1 2022
|
Btr Capital Management Inc
|
SELL
|
- |
-3K- 16.6% |
$201K - $239K
|
15.1K
$1.17M
|
|
May 10, 2022
Q1 2022
|
Peninsula Asset Management Inc
Bradenton, FL |
SELL
|
- |
-3KClosed |
$201K - $239K
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Eastern Bank
|
SELL
|
- |
-3.02KClosed |
$202K - $241K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-3.06KClosed |
$205K - $244K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-3.11K- 1.62% |
$208K - $248K
|
189K
$14.7M
|
|
Aug 03, 2022
Q1 2022
|
Members Trust CO
|
SELL
|
- |
-3.12K- 4.78% |
$209K - $249K
|
62.1K
$4.84M
|
|
May 13, 2022
Q1 2022
|
9258 Wealth Management, LLC
|
SELL
|
- |
-3.13KClosed |
$209K - $249K
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-3.14K- 5.46% |
$210K - $250K
|
54.4K
$4.24M
|
|
May 13, 2022
Q1 2022
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-3.14KClosed |
$210K - $250K
|
0
$0
|
|
Apr 15, 2022
Q1 2022
|
Columbia Trust CO 01012016
|
SELL
|
- |
-3.18K- 9.87% |
$212K - $253K
|
29K
$2.26M
|
|
May 06, 2022
Q1 2022
|
Ntv Asset Management LLC
|
SELL
|
- |
-3.2K- 12.36% |
$214K - $255K
|
22.7K
$1.77M
|
|
Apr 12, 2022
Q1 2022
|
Brookstone Capital Management
|
SELL
|
- |
-3.22K- 18.04% |
$215K - $257K
|
14.7K
$1.14M
|
|
May 10, 2022
Q1 2022
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-3.23KClosed |
$216K - $257K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Hartford Investment Management CO
|
SELL
|
- |
-3.25KClosed |
$217K - $259K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-3.26K- 7.49% |
$218K - $259K
|
40.2K
$3.13M
|
|
May 06, 2022
Q1 2022
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-3.3KClosed |
$221K - $263K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-3.33K- 4.5% |
$222K - $265K
|
70.6K
$5.5M
|
|
May 11, 2022
Q1 2022
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-3.33K- 4.65% |
$222K - $265K
|
68.2K
$5.31M
|
|
Apr 08, 2022
Q1 2022
|
Summit Financial Group, Inc.
|
SELL
|
- |
-3.34K- 4.46% |
$223K - $266K
|
71.4K
$5.57M
|
|
Apr 19, 2022
Q1 2022
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-3.36KClosed |
$225K - $268K
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Naviter Wealth, LLC
|
SELL
|
- |
-3.38KClosed |
$226K - $269K
|
0
$0
|
|
Jul 14, 2022
Q1 2022
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-3.39KClosed |
$227K - $270K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-3.4KClosed |
$227K - $271K
|
0
$0
|
|
Apr 12, 2022
Q1 2022
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-3.44K- 30.33% |
$230K - $274K
|
7.9K
$615K
|
|
Apr 12, 2022
Q1 2022
|
Affiance Financial, LLC
|
SELL
|
- |
-3.46K- 14.58% |
$231K - $276K
|
20.3K
$1.58M
|
|
Apr 26, 2022
Q1 2022
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-3.48K- 31.74% |
$232K - $277K
|
7.47K
$582K
|
|
May 06, 2022
Q1 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.48K- 7.64% |
$233K - $277K
|
42.1K
$3.28M
|
|
May 03, 2022
Q1 2022
|
Platform Technology Partners
|
SELL
|
- |
-3.5KClosed |
$234K - $279K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Cornerstone Investment Partners, LLC
|
SELL
|
- |
-3.52KClosed |
$235K - $280K
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Transform Wealth, LLC
|
SELL
|
- |
-3.53K- 25.99% |
$236K - $281K
|
10.1K
$783K
|
|
Apr 12, 2022
Q1 2022
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-3.55K- 28.55% |
$237K - $283K
|
8.89K
$693K
|
|
May 10, 2022
Q1 2022
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-3.55K- 10.36% |
$238K - $283K
|
30.7K
$2.4M
|
|
Apr 06, 2022
Q1 2022
|
Vigilare Wealth Management
|
SELL
|
- |
-3.58K- 55.76% |
$239K - $285K
|
2.84K
$221K
|
|
Apr 12, 2022
Q1 2022
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-3.59K- 36.64% |
$240K - $286K
|
6.21K
$484K
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-3.65K- 6.83% |
$244K - $291K
|
49.8K
$3.88M
|
|
May 09, 2022
Q1 2022
|
Csenge Advisory Group
|
SELL
|
- |
-3.66K- 3.78% |
$245K - $291K
|
93K
$7.25M
|
|
May 13, 2022
Q1 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-3.68K- 21.84% |
$246K - $293K
|
13.2K
$1.03M
|
|
Apr 22, 2022
Q1 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-3.69K- 10.6% |
$246K - $294K
|
31.1K
$2.42M
|
|
Apr 13, 2022
Q1 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-3.69K- 1.5% |
$247K - $294K
|
243K
$18.9M
|
|
Apr 28, 2022
Q1 2022
|
Element Wealth, LLC
|
SELL
|
- |
-3.71K- 52.3% |
$248K - $296K
|
3.39K
$264K
|
|
May 12, 2022
Q1 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-3.72K- 9.91% |
$249K - $296K
|
33.8K
$2.64M
|
|
Apr 15, 2022
Q1 2022
|
Fulcrum Equity Management
|
SELL
|
- |
-3.72K- 11.81% |
$249K - $297K
|
27.8K
$2.17M
|