Purchases and Sales Made in Q1 2022 in Ishares Tr Msci Eafe ETF (EFA)

EFA Quotes by TradingView

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 07, 2022 Q1 2022
Diversified Trust CO

BUY
 -
8.64K
+ 8.26%
$577K - $688K
113K $8.78M
Apr 07, 2022 Q1 2022
Fieldpoint Private Securities, LLC

BUY
 -
8.5K
+ 13.79%
$568K - $677K
70.1K $5.44M
May 13, 2022 Q1 2022
Dimension Capital Management LLC

Coral Gables, FL
BUY
 -
8.42K
+ 6.29%
$563K - $671K
142K $11M
May 16, 2022 Q1 2022
Prelude Capital Management, LLC

New York, NY
BUY
 -
8.15K
New
$545K - $649K
8.15K $632K
Apr 29, 2022 Q1 2022
Addison Advisors LLC

BUY
 -
8.14K
New
$544K - $649K
8.14K $631K
May 09, 2022 Q1 2022
Intercontinental Wealth Advisors, LLC

BUY
 -
8.11K
+ 37.58%
$542K - $646K
29.7K $2.3M
Apr 21, 2022 Q1 2022
Arbor Investment Advisors, LLC

BUY
 -
8.08K
+ 1.78%
$540K - $644K
462K $35.8M
May 09, 2022 Q1 2022
Mv Capital Management, Inc.

BUY
 -
8.04K
New
$537K - $641K
8.04K $623K
May 12, 2022 Q1 2022
Freestone Capital Holdings, LLC

Seattle, WA
BUY
 -
7.97K
+ 3.26%
$533K - $635K
253K $19.6M
Apr 11, 2022 Q1 2022
Stone Asset Management Inc.

BUY
 -
7.94K
+ 58.77%
$531K - $633K
21.5K $1.66M
May 09, 2022 Q1 2022
Powell Investment Advisors, LLC

BUY
 -
7.81K
+ 8.5%
$522K - $622K
99.7K $7.73M
May 02, 2022 Q1 2022
Steward Partners Investment Advisory, LLC

BUY
 -
7.71K
+ 3.3%
$516K - $614K
242K $18.7M
Apr 20, 2022 Q1 2022
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
7.61K
+ 7.15%
$509K - $606K
114K $8.84M
Apr 14, 2022 Q1 2022
Independence Bank Of Kentucky

BUY
 -
7.51K
+ 9.22%
$502K - $599K
89K $6.9M
May 11, 2022 Q1 2022
Legacy Advisors, LLC

BUY
 -
7.39K
New
$494K - $589K
7.39K $573K
May 04, 2022 Q1 2022
Titleist Asset Management, Ltd.

San Antonio, TX
BUY
 -
7.34K
+ 10.53%
$490K - $584K
77K $5.97M
May 16, 2022 Q1 2022
Robertson Stephens Wealth Management, LLC

San Francisco, CA
BUY
 -
7.3K
+ 107.79%
$488K - $581K
14.1K $1.09M
May 16, 2022 Q1 2022
Glenmede Trust CO Na

Philadelphia, PA
BUY
 -
7.25K
+ 0.79%
$484K - $577K
920K $71.3M
May 10, 2022 Q1 2022
Western Wealth Management, LLC

BUY
 -
7.23K
+ 110.64%
$483K - $576K
13.8K $1.07M
May 02, 2022 Q1 2022
Mbl Wealth, LLC

Charlotte, NC
BUY
 -
7.21K
New
$482K - $574K
7.21K $559K
May 11, 2022 Q1 2022
Tctc Holdings, LLC

Dallas, TX
BUY
 -
7.13K
+ 7.75%
$476K - $568K
99.1K $7.68M
Nov 19, 2024 Q1 2022
Cornerstone Advisors Asset Management, Inc

Bethlehem, PA
BUY
 -
7.09K
+ 14.45%
$474K - $565K
56.1K $4.35M
May 03, 2022 Q1 2022
Leo Brokerage, LLC

BUY
 -
7.08K
New
$473K - $564K
7.08K $549K
Apr 19, 2022 Q1 2022
Icon Wealth Partners, LLC

BUY
 -
7.01K
New
$469K - $558K
7.01K $543K
May 09, 2022 Q1 2022
Lincoln National Corp

BUY
 -
6.99K
+ 2.89%
$467K - $557K
249K $19.3M
Apr 21, 2022 Q1 2022
Keystone Wealth Services, LLC

BUY
 -
6.98K
+ 165.39%
$467K - $556K
11.2K $868K
May 13, 2022 Q1 2022
Sequoia Financial Advisors, LLC

BUY
 -
6.94K
+ 21.72%
$464K - $553K
38.9K $3.01M
May 11, 2022 Q1 2022
Lake Street Advisors Group, LLC

BUY
 -
6.88K
+ 2.75%
$460K - $548K
257K $19.9M
May 03, 2022 Q1 2022
Smith & Howard Wealth Management, LLC

BUY
 -
6.87K
+ 10.52%
$459K - $547K
72.2K $5.59M
Apr 11, 2022 Q1 2022
Strategy Asset Managers LLC

BUY
 -
6.87K
+ 162.97%
$459K - $547K
11.1K $859K
Apr 14, 2022 Q1 2022
Murphy, Middleton, Hinkle & Parker, Inc.

BUY
 -
6.82K
+ 8.42%
$456K - $544K
87.9K $6.81M
May 16, 2022 Q1 2022
Logan Stone Capital, LLC

Chicago, IL
BUY
 -
6.8K
New
$455K - $542K
6.8K $527K
Apr 13, 2022 Q1 2022
Transparent Wealth Partners LLC

Little Rock, AR
BUY
 -
6.79K
New
$454K - $541K
6.79K $526K
May 16, 2022 Q1 2022
Williams Jones Wealth Management, Llc.

New York, NY
BUY
 -
6.77K
New
$452K - $539K
6.77K $524K
May 10, 2022 Q1 2022
Lws Wealth Advisors, Inc.

BUY
 -
6.75K
+ 148.75%
$451K - $537K
11.3K $874K
May 11, 2022 Q1 2022
Institutional & Family Asset Management, LLC

BUY
 -
6.58K
+ 4.89%
$440K - $524K
141K $10.9M
Apr 28, 2022 Q1 2022
Bay Colony Advisory Group, Inc D

BUY
 -
6.58K
New
$440K - $524K
6.58K $510K
May 10, 2022 Q1 2022
Alley Investment Management Company, LLC

BUY
 -
6.45K
New
$431K - $514K
6.45K $500K
May 09, 2022 Q1 2022
Treasure Coast Financial Planning

BUY
 -
6.44K
+ 196.4%
$430K - $513K
9.72K $753K
Apr 19, 2022 Q1 2022
Baystate Wealth Management LLC

BUY
 -
6.39K
+ 35.13%
$427K - $509K
24.6K $1.91M
May 12, 2022 Q1 2022
Northeast Financial Consultants Inc

Westport, CT
BUY
 -
6.3K
+ 64.6%
$421K - $502K
16.1K $1.24M
May 12, 2022 Q1 2022
One Ascent Financial Services LLC

Birmingham, AL
BUY
 -
6.3K
New
$421K - $502K
6.3K $488K
May 16, 2022 Q1 2022
Kayne Anderson Rudnick Investment Management LLC

Los Angeles, CA
BUY
 -
6.18K
+ 10.45%
$413K - $492K
65.3K $5.06M
Apr 27, 2022 Q1 2022
Sage Rhino Capital LLC

BUY
 -
6.15K
New
$411K - $490K
6.15K $476K
May 04, 2022 Q1 2022
Greenspring Advisors, LLC

BUY
 -
6.03K
+ 1258.87%
$403K - $480K
6.51K $505K
Apr 29, 2022 Q1 2022
Morris Financial Concepts, Inc.

BUY
 -
6.01K
+ 17.56%
$401K - $478K
40.2K $3.12M
May 09, 2022 Q1 2022
Clarkston Capital Partners, LLC

Bloomfield Hills, MI
BUY
 -
5.99K
+ 1932.9%
$401K - $477K
6.3K $488K
May 12, 2022 Q1 2022
Full Sail Capital, LLC

Oklahoma City, OK
BUY
 -
5.88K
+ 7.38%
$393K - $468K
85.5K $6.63M
May 16, 2022 Q1 2022
Bradley Foster & Sargent Inc

Hartford, CT
BUY
 -
5.85K
+ 9.8%
$391K - $466K
65.6K $5.08M

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