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 02, 2022
Q1 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-9.46K- 11.79% |
$632K - $753K
|
70.8K
$5.51M
|
|
Apr 19, 2022
Q1 2022
|
Hixon Zuercher, LLC
|
SELL
|
- |
-9.55KClosed |
$638K - $761K
|
0
$0
|
|
Sep 12, 2023
Q1 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-9.63K- 46.69% |
$643K - $767K
|
11K
$856K
|
|
May 10, 2022
Q1 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-9.68K- 11.06% |
$647K - $771K
|
77.8K
$6.06M
|
|
May 13, 2022
Q1 2022
|
Bruderman Asset Management, LLC
Locust Valley, NY |
SELL
|
- |
-9.81KClosed |
$656K - $781K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-9.86K- 2.41% |
$659K - $785K
|
398K
$31M
|
|
May 03, 2022
Q1 2022
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-9.92K- 54.16% |
$663K - $790K
|
8.4K
$654K
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-9.92K- 7.03% |
$663K - $790K
|
131K
$10.2M
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-10.1K- 6.41% |
$677K - $807K
|
148K
$11.5M
|
|
May 12, 2022
Q1 2022
|
Fund Evaluation Group, LLC
Cincinnati, OH |
SELL
|
- |
-10.5K- 46.45% |
$699K - $833K
|
12.1K
$939K
|
|
May 09, 2022
Q1 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-10.5K- 51.49% |
$700K - $834K
|
9.86K
$768K
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-10.7K- 7.91% |
$714K - $851K
|
124K
$9.7M
|
|
Apr 27, 2022
Q1 2022
|
Vahanian & Associates Financial Planning Inc.
|
SELL
|
- |
-10.9K- 77.92% |
$727K - $866K
|
3.08K
$240K
|
|
May 13, 2022
Q1 2022
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-10.9K- 16.7% |
$732K - $872K
|
54.6K
$4.25M
|
|
May 16, 2022
Q1 2022
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-11K- 19.84% |
$735K - $875K
|
44.4K
$3.46M
|
|
May 05, 2022
Q1 2022
|
Capital Advisors Inc
|
SELL
|
- |
-11KClosed |
$738K - $879K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-11K- 28.06% |
$738K - $880K
|
28.3K
$2.21M
|
|
May 03, 2022
Q1 2022
|
Venture Visionary Partners LLC
|
SELL
|
- |
-11.1K- 8.98% |
$739K - $881K
|
112K
$8.73M
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-11.1K- 13.57% |
$740K - $882K
|
70.6K
$5.5M
|
|
May 17, 2022
Q1 2022
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-11.2K- 1.13% |
$748K - $891K
|
981K
$76.5M
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-11.2K- 3.07% |
$748K - $892K
|
353K
$27.5M
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-11.2K- 49.11% |
$751K - $896K
|
11.7K
$908K
|
|
May 09, 2022
Q1 2022
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-11.7K- 2.33% |
$783K - $933K
|
491K
$38.2M
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-11.9K- 28.1% |
$792K - $944K
|
30.3K
$2.36M
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-12.1K- 83.61% |
$808K - $964K
|
2.37K
$185K
|
|
Apr 18, 2022
Q1 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-12.2KClosed |
$819K - $976K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-12.4K- 4.5% |
$832K - $991K
|
264K
$20.6M
|
|
Apr 05, 2022
Q1 2022
|
Wealth Bridge Investment Counsel Inc.
|
SELL
|
- |
-13.2K- 7.27% |
$880K - $1.05M
|
168K
$13.1M
|
|
May 12, 2022
Q1 2022
|
Sns Financial Group, LLC
|
SELL
|
- |
-13.9K- 6.62% |
$930K - $1.11M
|
196K
$15.3M
|
|
Apr 12, 2022
Q1 2022
|
Canton Hathaway, LLC
|
SELL
|
- |
-14.2K- 10.93% |
$949K - $1.13M
|
116K
$9.01M
|
|
May 16, 2022
Q1 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-14.3K- 2.19% |
$956K - $1.14M
|
640K
$49.8M
|
|
May 12, 2022
Q1 2022
|
Hap Trading, LLC
New York, NY |
SELL
|
- |
-14.4K- 38.63% |
$963K - $1.15M
|
22.9K
$1.78M
|
|
May 06, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-14.8K- 2.56% |
$988K - $1.18M
|
562K
$43.8M
|
|
Dec 01, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-14.8K- 2.56% |
$988K - $1.18M
|
562K
$43.8M
|
|
Apr 25, 2022
Q1 2022
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-15KClosed |
$1M - $1.19M
|
0
$0
|
|
May 17, 2022
Q1 2022
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-15K- 21.66% |
$1M - $1.19M
|
54.2K
$4.22M
|
|
May 12, 2022
Q1 2022
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-15.2K- 5.98% |
$1.01M - $1.21M
|
239K
$18.6M
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-15.3K- 48.52% |
$1.02M - $1.22M
|
16.2K
$1.26M
|
|
May 02, 2022
Q1 2022
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-15.3K- 13.74% |
$1.02M - $1.22M
|
96K
$7.48M
|
|
May 06, 2022
Q1 2022
|
Jordan Park Group LLC
|
SELL
|
- |
-15.3K- 39.38% |
$1.02M - $1.22M
|
23.6K
$1.84M
|
|
Apr 27, 2022
Q1 2022
|
Mcdaniel Terry & CO
|
SELL
|
- |
-15.3KClosed |
$1.03M - $1.22M
|
0
$0
|
|
Nov 14, 2022
Q1 2022
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-15.6KClosed |
$1.04M - $1.24M
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Stephens Inc
|
SELL
|
- |
-15.7K- 8.4% |
$1.05M - $1.25M
|
171K
$13.3M
|
|
May 16, 2022
Q1 2022
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-16K- 5.48% |
$1.07M - $1.27M
|
275K
$21.5M
|
|
May 16, 2022
Q1 2022
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-16K- 1.7% |
$1.07M - $1.28M
|
924K
$72M
|
|
May 03, 2022
Q1 2022
|
Edge Capital Group, LLC
|
SELL
|
- |
-16.3K- 15.64% |
$1.09M - $1.3M
|
87.9K
$6.85M
|
|
May 12, 2022
Q1 2022
|
Capital Fund Management S.A.
Paris, I0 |
SELL
|
- |
-16.5K- 54.15% |
$1.1M - $1.31M
|
14K
$1.09M
|
|
May 12, 2022
Q1 2022
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-16.9K- 75.85% |
$1.13M - $1.35M
|
5.39K
$420K
|
|
Apr 14, 2022
Q1 2022
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-17K- 69.74% |
$1.14M - $1.35M
|
7.37K
$574K
|
|
Apr 07, 2022
Q1 2022
|
Nationwide Asset Management LLC
|
SELL
|
- |
-17K- 3.43% |
$1.14M - $1.35M
|
478K
$37.2M
|