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
|
Private Capital Management LLC
|
SELL
|
- |
-5.58K- 54.29% |
$373K - $445K
|
4.7K
$366K
|
|
May 04, 2022
Q1 2022
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-5.63K- 15.86% |
$376K - $448K
|
29.9K
$2.33M
|
|
May 16, 2022
Q1 2022
|
Mbb Public Markets I LLC
Chicago, IL |
SELL
|
- |
-5.67KClosed |
$379K - $452K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Dakota Wealth Management
|
SELL
|
- |
-5.71K- 6.32% |
$382K - $455K
|
84.6K
$6.59M
|
|
May 13, 2022
Q1 2022
|
Sbk Financial, Inc.
Richmond, VA |
SELL
|
- |
-5.77K- 37.45% |
$385K - $459K
|
9.63K
$750K
|
|
May 11, 2022
Q1 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-5.79K- 14.04% |
$387K - $461K
|
35.4K
$2.76M
|
|
Apr 08, 2022
Q1 2022
|
Blue Zone Wealth Advisors, LLC
|
SELL
|
- |
-6KClosed |
$401K - $478K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Greenspring Advisors, LLC
|
SELL
|
- |
-6.03K- 92.64% |
$403K - $480K
|
479
$37.3K
|
|
Apr 20, 2022
Q1 2022
|
Advisor Resource Council
|
SELL
|
- |
-6.03KClosed |
$403K - $480K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-6.05K- 13.44% |
$404K - $482K
|
39K
$3.04M
|
|
May 11, 2022
Q1 2022
|
Jag Capital Management, LLC
|
SELL
|
- |
-6.1KClosed |
$407K - $486K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Straight Path Wealth Management
|
SELL
|
- |
-6.13KClosed |
$410K - $488K
|
0
$0
|
|
May 17, 2022
Q1 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-6.18K- 2.78% |
$413K - $493K
|
216K
$16.9M
|
|
Sep 13, 2022
Q1 2022
|
Brown Advisory Inc
|
SELL
|
- |
-6.24K- 0.88% |
$417K - $497K
|
703K
$54.8M
|
|
Apr 15, 2022
Q1 2022
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-6.43K- 66.68% |
$430K - $512K
|
3.21K
$250K
|
|
May 05, 2022
Q1 2022
|
Washington Trust CO
|
SELL
|
- |
-6.45K- 4.94% |
$431K - $514K
|
124K
$9.67M
|
|
May 02, 2022
Q1 2022
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-6.54K- 5.53% |
$437K - $521K
|
112K
$8.7M
|
|
May 13, 2022
Q1 2022
|
Parisi Gray Wealth Management
|
SELL
|
- |
-6.54K- 35.09% |
$437K - $521K
|
12.1K
$943K
|
|
May 13, 2022
Q1 2022
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-6.59KClosed |
$440K - $525K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-6.73K- 52.41% |
$450K - $536K
|
6.11K
$476K
|
|
May 02, 2022
Q1 2022
|
Conning Inc.
|
SELL
|
- |
-6.84K- 2.19% |
$457K - $545K
|
306K
$23.8M
|
|
May 11, 2022
Q1 2022
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-6.94K- 4.78% |
$464K - $553K
|
138K
$10.8M
|
|
May 16, 2022
Q1 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-7.15K- 6.4% |
$478K - $570K
|
105K
$8.15M
|
|
Apr 21, 2022
Q1 2022
|
Chicago Capital, LLC
|
SELL
|
- |
-7.18KClosed |
$480K - $572K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-7.23K- 4.79% |
$483K - $576K
|
144K
$11.2M
|
|
May 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-7.28K- 1.06% |
$487K - $580K
|
683K
$53.2M
|
|
May 02, 2022
Q1 2022
|
Sheets Smith Wealth Management
|
SELL
|
- |
-7.5K- 15.7% |
$501K - $597K
|
40.3K
$3.14M
|
|
May 11, 2022
Q1 2022
|
Efficient Advisors, LLC
|
SELL
|
- |
-7.68K- 6.28% |
$513K - $611K
|
114K
$8.92M
|
|
May 13, 2022
Q1 2022
|
Covington Capital Management
|
SELL
|
- |
-7.83K- 6.8% |
$523K - $623K
|
107K
$8.35M
|
|
May 13, 2022
Q1 2022
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-7.83K- 13.99% |
$523K - $624K
|
48.2K
$3.75M
|
|
Apr 13, 2022
Q1 2022
|
Lbj Family Wealth Advisors, Ltd.
|
SELL
|
- |
-7.84K- 6.55% |
$524K - $624K
|
112K
$8.71M
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-7.89K- 20.51% |
$527K - $629K
|
30.6K
$2.38M
|
|
May 05, 2022
Q1 2022
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-7.91K- 26.37% |
$529K - $630K
|
22.1K
$1.72M
|
|
May 16, 2022
Q1 2022
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-8K- 8.51% |
$535K - $637K
|
86K
$6.7M
|
|
May 16, 2022
Q1 2022
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-8.05K- 21.08% |
$538K - $641K
|
30.1K
$2.35M
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-8.06K- 13.07% |
$539K - $642K
|
53.7K
$4.18M
|
|
May 13, 2022
Q1 2022
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
SELL
|
- |
-8.21KClosed |
$549K - $654K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-8.27K- 9.47% |
$553K - $659K
|
79K
$6.16M
|
|
Apr 18, 2022
Q1 2022
|
Catalyst Private Wealth, LLC
|
SELL
|
- |
-8.35K- 64.21% |
$558K - $665K
|
4.66K
$363K
|
|
Apr 19, 2022
Q1 2022
|
Pfg Advisors
|
SELL
|
- |
-8.51KClosed |
$569K - $678K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-8.55K- 25.04% |
$571K - $681K
|
25.6K
$1.99M
|
|
May 11, 2022
Q1 2022
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-8.7KClosed |
$582K - $693K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-8.76KClosed |
$586K - $698K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-8.78K- 5.23% |
$587K - $699K
|
159K
$12.4M
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-8.87K- 1.12% |
$593K - $706K
|
784K
$61.1M
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-9.07K- 4.35% |
$606K - $723K
|
199K
$15.5M
|
|
May 16, 2022
Q1 2022
|
Harding Loevner LP
Bridgewater, NJ |
SELL
|
- |
-9.17K- 63.19% |
$613K - $731K
|
5.34K
$416K
|
|
Apr 25, 2022
Q1 2022
|
Wesbanco Bank Inc
|
SELL
|
- |
-9.2K- 5.15% |
$615K - $732K
|
169K
$13.2M
|
|
Aug 23, 2022
Q1 2022
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-9.26K- 3.73% |
$619K - $738K
|
239K
$18.6M
|
|
Aug 06, 2024
Q1 2022
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-9.26K- 3.73% |
$619K - $738K
|
239K
$18.6M
|