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 13, 2022
Q1 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
14.8K+ 1704.84% |
$988K - $1.18M
|
15.6K
$1.21M
|
|
Apr 25, 2022
Q1 2022
|
Prism Advisors, Inc.
|
BUY
|
- |
14.5K+ 5.92% |
$966K - $1.15M
|
259K
$20M
|
|
May 11, 2022
Q1 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
14.4K+ 5.41% |
$963K - $1.15M
|
281K
$21.8M
|
|
May 04, 2022
Q1 2022
|
Hemington Wealth Management
|
BUY
|
- |
14.1KNew |
$944K - $1.12M
|
14.1K
$1.09M
|
|
May 19, 2022
Q1 2022
|
Financial Guidance Group, Inc.
|
BUY
|
- |
14.1KNew |
$942K - $1.12M
|
14.1K
$1.09M
|
|
May 16, 2022
Q1 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
13.5K+ 24.11% |
$902K - $1.08M
|
69.5K
$5.39M
|
|
Sep 21, 2023
Q1 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
13.5K+ 24.11% |
$902K - $1.08M
|
69.5K
$5.39M
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
13.5K+ 10.16% |
$902K - $1.08M
|
146K
$11.3M
|
|
Feb 14, 2024
Q1 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
13.5K+ 10.16% |
$902K - $1.08M
|
146K
$11.3M
|
|
Apr 11, 2022
Q1 2022
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
13.5K+ 2.05% |
$899K - $1.07M
|
671K
$52M
|
|
May 06, 2022
Q1 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
13.2K+ 32.85% |
$882K - $1.05M
|
53.4K
$4.14M
|
|
May 16, 2022
Q1 2022
|
Susquehanna International Group Ltd.
Dublin, L2 |
BUY
|
- |
13.1K+ 100.0% |
$878K - $1.05M
|
26.3K
$2.04M
|
|
May 10, 2022
Q1 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
12.9KNew |
$864K - $1.03M
|
12.9K
$1M
|
|
May 09, 2022
Q1 2022
|
Andesa Financial Management Inc.
|
BUY
|
- |
12.9KNew |
$861K - $1.03M
|
12.9K
$998K
|
|
May 16, 2022
Q1 2022
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
BUY
|
- |
12.8KNew |
$855K - $1.02M
|
12.8K
$991K
|
|
May 16, 2022
Q1 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
12.6K+ 5.27% |
$845K - $1.01M
|
253K
$19.6M
|
|
Dec 11, 2023
Q1 2022
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
12.6K+ 310.77% |
$841K - $1M
|
16.6K
$1.29M
|
|
May 13, 2022
Q1 2022
|
Caerus Investment Advisors, LLC
|
BUY
|
- |
12.4K+ 15.0% |
$829K - $988K
|
95K
$7.37M
|
|
May 09, 2022
Q1 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
12.1K+ 9.71% |
$806K - $961K
|
136K
$10.6M
|
|
Apr 14, 2022
Q1 2022
|
In Track Investment Management Inc
|
BUY
|
- |
12K+ 33.14% |
$801K - $954K
|
48.1K
$3.73M
|
|
May 04, 2022
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
12K+ 166.15% |
$799K - $952K
|
19.1K
$1.48M
|
|
Jan 27, 2023
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
12K+ 166.15% |
$799K - $952K
|
19.1K
$1.48M
|
|
May 13, 2022
Q1 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
11.8K+ 16.9% |
$792K - $944K
|
82K
$6.35M
|
|
May 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
11.7K+ 35.98% |
$784K - $934K
|
44.3K
$3.43M
|
|
May 03, 2022
Q1 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
11.7K+ 85.24% |
$781K - $931K
|
25.4K
$1.97M
|
|
Apr 28, 2022
Q1 2022
|
Arcadia Investment Management Corp
|
BUY
|
- |
11.6K+ 55.72% |
$774K - $923K
|
32.4K
$2.51M
|
|
May 13, 2022
Q1 2022
|
Employees Retirement System Of Texas
|
BUY
|
- |
11.5K+ 15.82% |
$769K - $916K
|
84.2K
$6.53M
|
|
May 02, 2022
Q1 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
11.4K+ 162.27% |
$764K - $910K
|
18.5K
$1.43M
|
|
Apr 12, 2022
Q1 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
11.4K+ 57.68% |
$763K - $909K
|
31.2K
$2.42M
|
|
Apr 19, 2024
Q1 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
11.3K+ 10.67% |
$753K - $897K
|
117K
$9.06M
|
|
May 04, 2022
Q1 2022
|
Cavalier Investments, LLC
|
BUY
|
- |
11.1K+ 8.26% |
$739K - $880K
|
145K
$11.2M
|
|
May 12, 2022
Q1 2022
|
Hancock Whitney Corp
|
BUY
|
- |
11K+ 2.07% |
$738K - $879K
|
544K
$42.1M
|
|
Apr 27, 2022
Q1 2022
|
Crewe Advisors LLC
|
BUY
|
- |
10.8K+ 44.0% |
$725K - $864K
|
35.5K
$2.75M
|
|
Apr 25, 2022
Q1 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
10.8K+ 1.57% |
$723K - $861K
|
699K
$54.2M
|
|
May 16, 2022
Q1 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
10.6K+ 11.33% |
$710K - $846K
|
104K
$8.08M
|
|
Apr 19, 2022
Q1 2022
|
Graypoint LLC
|
BUY
|
- |
10.5K+ 50.94% |
$702K - $836K
|
31.1K
$2.41M
|
|
May 13, 2022
Q1 2022
|
Vontobel Holding Ltd.
|
BUY
|
- |
10.5K+ 83.56% |
$700K - $834K
|
23K
$1.78M
|
|
May 02, 2022
Q1 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
10.4K+ 3.11% |
$695K - $828K
|
344K
$26.7M
|
|
Jun 08, 2022
Q1 2022
|
American Trust
Lexington, KY |
BUY
|
- |
10.3K+ 121.96% |
$691K - $824K
|
18.8K
$1.46M
|
|
May 16, 2022
Q1 2022
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
10.2K+ 1.23% |
$680K - $811K
|
839K
$65M
|
|
Oct 03, 2022
Q1 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
9.85KNew |
$659K - $785K
|
9.85K
$764K
|
|
May 12, 2022
Q1 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
9.73K+ 15.62% |
$650K - $775K
|
72K
$5.58M
|
|
Jul 24, 2024
Q1 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
9.69K+ 78.84% |
$648K - $772K
|
22K
$1.7M
|
|
Apr 22, 2022
Q1 2022
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
9.44KNew |
$631K - $752K
|
9.44K
$731K
|
|
May 06, 2022
Q1 2022
|
Salomon & Ludwin, LLC
|
BUY
|
- |
9.29K+ 3.74% |
$621K - $740K
|
258K
$20M
|
|
May 16, 2022
Q1 2022
|
True Link Financial Advisors, LLC
|
BUY
|
- |
9K+ 32.78% |
$602K - $717K
|
36.5K
$2.83M
|
|
May 10, 2022
Q1 2022
|
Ironwood Investment Management LLC
Boston, MA |
BUY
|
- |
8.97K+ 18.11% |
$599K - $714K
|
58.5K
$4.53M
|
|
Aug 05, 2022
Q1 2022
|
Forum Private Client Group LLC
|
BUY
|
- |
8.93KNew |
$597K - $711K
|
8.93K
$692K
|
|
May 06, 2022
Q1 2022
|
Btc Capital Management, Inc.
|
BUY
|
- |
8.89K+ 2.74% |
$594K - $708K
|
333K
$25.8M
|
|
May 11, 2022
Q1 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
8.71K+ 2.2% |
$582K - $694K
|
405K
$31.4M
|