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 28, 2022
Q1 2022
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
3.59K+ 10.43% |
$240K - $286K
|
38K
$2.95M
|
|
May 12, 2022
Q1 2022
|
Archer Investment Corp
|
BUY
|
- |
3.53K+ 23.67% |
$236K - $281K
|
18.5K
$1.43M
|
|
May 11, 2022
Q1 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
BUY
|
- |
3.49KNew |
$233K - $278K
|
3.49K
$270K
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.47K+ 9.45% |
$232K - $276K
|
40.2K
$3.12M
|
|
Apr 20, 2022
Q1 2022
|
Bank Of New Hampshire
|
BUY
|
- |
3.43K+ 9.12% |
$229K - $273K
|
41K
$3.18M
|
|
Apr 27, 2022
Q1 2022
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
3.42K+ 2.18% |
$228K - $272K
|
160K
$12.4M
|
|
Apr 08, 2022
Q1 2022
|
Mc Lean Asset Management Corp
|
BUY
|
- |
3.36K+ 7.39% |
$225K - $268K
|
48.9K
$3.79M
|
|
Apr 21, 2022
Q1 2022
|
Brewster Financial Planning LLC
|
BUY
|
- |
3.35K+ 1.2% |
$224K - $267K
|
282K
$21.8M
|
|
May 06, 2022
Q1 2022
|
Klingman & Associates, LLC
|
BUY
|
- |
3.33K+ 11.92% |
$223K - $265K
|
31.3K
$2.43M
|
|
May 06, 2022
Q1 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
3.33K+ 3.45% |
$222K - $265K
|
99.7K
$7.73M
|
|
May 12, 2022
Q1 2022
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
3.32K+ 3.56% |
$222K - $265K
|
96.7K
$7.49M
|
|
Feb 14, 2023
Q1 2022
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
3.26K+ 17.35% |
$218K - $259K
|
22K
$1.71M
|
|
May 16, 2022
Q1 2022
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
3.23K+ 6.18% |
$216K - $258K
|
55.6K
$4.31M
|
|
Apr 26, 2022
Q1 2022
|
Petix & Botte CO
|
BUY
|
- |
3.21K+ 100.0% |
$215K - $256K
|
6.42K
$498K
|
|
Apr 18, 2022
Q1 2022
|
Madden Advisory Services, Inc.
|
BUY
|
- |
3.21K+ 3.07% |
$214K - $255K
|
108K
$8.34M
|
|
Apr 20, 2022
Q1 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
3.2K+ 34.47% |
$214K - $255K
|
12.5K
$968K
|
|
May 05, 2022
Q1 2022
|
1 St Source Bank
|
BUY
|
- |
3.07K+ 0.91% |
$205K - $244K
|
342K
$26.5M
|
|
May 05, 2022
Q1 2022
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
3.04K+ 86.2% |
$203K - $242K
|
6.56K
$508K
|
|
May 16, 2022
Q1 2022
|
Betterment LLC
New York, NY |
BUY
|
- |
3.03KNew |
$203K - $241K
|
3.03K
$235K
|
|
May 04, 2022
Q1 2022
|
Hc Financial Advisors Inc
|
BUY
|
- |
3.01K+ 127.65% |
$201K - $240K
|
5.37K
$416K
|
|
May 04, 2022
Q1 2022
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
3K+ 20.52% |
$200K - $239K
|
17.6K
$1.37M
|
|
May 04, 2022
Q1 2022
|
Slate Stone Wealth, LLC
|
BUY
|
- |
2.93KNew |
$196K - $233K
|
2.93K
$227K
|
|
May 13, 2022
Q1 2022
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
2.93KNew |
$196K - $233K
|
2.93K
$227K
|
|
Apr 29, 2022
Q1 2022
|
Wbh Advisory Inc
|
BUY
|
- |
2.91KNew |
$195K - $232K
|
2.91K
$226K
|
|
May 11, 2022
Q1 2022
|
Advisor Os, LLC
|
BUY
|
- |
2.89K+ 12.57% |
$193K - $230K
|
25.9K
$2M
|
|
Apr 18, 2022
Q1 2022
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
2.85K+ 175.12% |
$191K - $227K
|
4.48K
$347K
|
|
May 02, 2022
Q1 2022
|
Main Street Investment Advisors LLC
|
BUY
|
- |
2.83K+ 0.3% |
$189K - $225K
|
943K
$73.1M
|
|
May 25, 2022
Q1 2022
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
2.81K+ 11.12% |
$188K - $224K
|
28.1K
$2.18M
|
|
Apr 14, 2022
Q1 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
2.81K+ 5.58% |
$188K - $224K
|
53.2K
$4.13M
|
|
May 16, 2022
Q1 2022
|
Cypress Capital Group
|
BUY
|
- |
2.8KNew |
$187K - $223K
|
2.8K
$217K
|
|
May 16, 2022
Q1 2022
|
Hillman Capital Management, Inc.
Bethesda, MD |
BUY
|
- |
2.8K+ 15.35% |
$187K - $223K
|
21.1K
$1.63M
|
|
May 06, 2022
Q1 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
2.8KNew |
$187K - $223K
|
2.8K
$217K
|
|
Feb 16, 2023
Q1 2022
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
2.77KNew |
$185K - $220K
|
2.77K
$214K
|
|
May 03, 2022
Q1 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
2.75K+ 185.29% |
$184K - $219K
|
4.23K
$328K
|
|
May 09, 2022
Q1 2022
|
Doliver Advisors, LP
Houston, TX |
BUY
|
- |
2.73KNew |
$182K - $217K
|
2.73K
$212K
|
|
Apr 29, 2022
Q1 2022
|
Oldfather Financial Services, LLC
|
BUY
|
- |
2.7K+ 3.75% |
$180K - $215K
|
74.7K
$5.79M
|
|
Apr 15, 2022
Q1 2022
|
Steph & CO
|
BUY
|
- |
2.69K+ 12.64% |
$180K - $214K
|
24K
$1.86M
|
|
May 09, 2022
Q1 2022
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
2.65K+ 8.78% |
$177K - $211K
|
32.9K
$2.55M
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.57K+ 7.91% |
$172K - $205K
|
35.1K
$2.72M
|
|
May 11, 2022
Q1 2022
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
2.56K+ 12.38% |
$171K - $204K
|
23.2K
$1.8M
|
|
May 02, 2022
Q1 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
2.53K+ 14.36% |
$169K - $201K
|
20.1K
$1.56M
|
|
Apr 25, 2022
Q1 2022
|
Emerson Wealth, LLC
|
BUY
|
- |
2.53K+ 2.33% |
$169K - $201K
|
111K
$8.58M
|
|
May 13, 2022
Q1 2022
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
2.52K+ 1.68% |
$168K - $201K
|
153K
$11.8M
|
|
May 03, 2022
Q1 2022
|
4 Thought Financial Group Inc.
|
BUY
|
- |
2.52K+ 4.62% |
$168K - $201K
|
57.1K
$4.42M
|
|
Apr 20, 2022
Q1 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.49K+ 24.15% |
$167K - $199K
|
12.8K
$994K
|
|
May 06, 2022
Q1 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
2.49K+ 13.72% |
$167K - $199K
|
20.7K
$1.6M
|
|
May 16, 2022
Q1 2022
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
2.47K+ 4.2% |
$165K - $196K
|
61.2K
$4.74M
|
|
May 05, 2022
Q1 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
2.45KNew |
$164K - $195K
|
2.45K
$190K
|
|
May 11, 2022
Q1 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
2.4K+ 1.26% |
$161K - $191K
|
193K
$15M
|
|
May 12, 2022
Q1 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
2.36K+ 36.37% |
$158K - $188K
|
8.86K
$687K
|