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 04, 2022
Q1 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
2.33K+ 6.21% |
$156K - $186K
|
39.8K
$3.09M
|
|
|
Apr 27, 2022
Q1 2022
|
Orin Green Financial, LLC
|
BUY
|
- |
2.3K+ 2.22% |
$154K - $183K
|
106K
$8.2M
|
|
|
May 16, 2022
Q1 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.27K+ 88.29% |
$152K - $181K
|
4.84K
$375K
|
|
|
May 16, 2022
Q1 2022
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
2.27K+ 4.37% |
$152K - $181K
|
54.2K
$4.2M
|
|
|
Dec 20, 2022
Q1 2022
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
2.27K+ 4.37% |
$152K - $181K
|
54.2K
$4.2M
|
|
|
Apr 25, 2022
Q1 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
2.26K+ 92.33% |
$151K - $180K
|
4.72K
$366K
|
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
BUY
|
- |
2.25K+ 5.98% |
$150K - $179K
|
39.8K
$3.08M
|
|
|
May 10, 2022
Q1 2022
|
Alamar Capital Management, LLC
|
BUY
|
- |
2.18K+ 7.77% |
$145K - $173K
|
30.2K
$2.34M
|
|
|
May 10, 2022
Q1 2022
|
Bank Of Marin
Novato, CA |
BUY
|
- |
2.17K+ 7.1% |
$145K - $173K
|
32.7K
$2.53M
|
|
|
May 05, 2022
Q1 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
2.17K+ 65.87% |
$145K - $172K
|
5.45K
$423K
|
|
|
May 04, 2022
Q1 2022
|
Occidental Asset Management, LLC
|
BUY
|
- |
2.14K+ 46.33% |
$143K - $171K
|
6.77K
$524K
|
|
|
May 10, 2022
Q1 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
2.13K+ 7.43% |
$143K - $170K
|
30.9K
$2.39M
|
|
|
May 16, 2022
Q1 2022
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
2.1K+ 25.55% |
$140K - $167K
|
10.3K
$800K
|
|
|
Apr 29, 2022
Q1 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
2.06K+ 21.39% |
$137K - $164K
|
11.7K
$905K
|
|
|
May 18, 2022
Q1 2022
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
1.96K+ 7.07% |
$131K - $156K
|
29.7K
$2.3M
|
|
|
May 05, 2022
Q1 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.95K+ 24.01% |
$130K - $155K
|
10.1K
$782K
|
|
|
May 13, 2022
Q1 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.95K+ 95.77% |
$130K - $155K
|
3.98K
$309K
|
|
|
Apr 14, 2022
Q1 2022
|
Schwab Charitable Fund
|
BUY
|
- |
1.95K+ 34.03% |
$130K - $155K
|
7.67K
$594K
|
|
|
Nov 30, 2022
Q1 2022
|
Family Firm, Inc.
|
BUY
|
- |
1.93K+ 3.65% |
$129K - $154K
|
54.9K
$4.26M
|
|
|
May 12, 2022
Q1 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
1.9K+ 24.52% |
$127K - $151K
|
9.63K
$746K
|
|
|
Mar 14, 2023
Q1 2022
|
Private Portfolio Partners LLC
|
BUY
|
- |
1.9K+ 24.52% |
$127K - $151K
|
9.63K
$746K
|
|
|
May 04, 2022
Q1 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
1.76K+ 31.21% |
$117K - $140K
|
7.39K
$572K
|
|
|
May 10, 2022
Q1 2022
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
1.74K+ 10.53% |
$116K - $138K
|
18.2K
$1.41M
|
|
|
May 02, 2022
Q1 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
1.73K+ 14400.0% |
$115K - $138K
|
1.74K
$135K
|
|
|
Apr 15, 2022
Q1 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
1.69K+ 2.17% |
$113K - $135K
|
79.7K
$6.18M
|
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.68K+ 4.57% |
$112K - $134K
|
38.4K
$2.97M
|
|
|
May 11, 2022
Q1 2022
|
Seven Post Investment Office LP
San Francisco, CA |
BUY
|
- |
1.67K+ 6.34% |
$112K - $133K
|
28K
$2.17M
|
|
|
May 09, 2022
Q1 2022
|
Scotia Capital Inc.
|
BUY
|
- |
1.62K+ 3.99% |
$108K - $129K
|
42.1K
$3.26M
|
|
|
May 16, 2022
Q1 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.61K+ 3.97% |
$108K - $128K
|
42.2K
$3.27M
|
|
|
Apr 28, 2022
Q1 2022
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
1.6K+ 1.44% |
$107K - $127K
|
113K
$8.73M
|
|
|
May 10, 2022
Q1 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
1.58K+ 5.16% |
$106K - $126K
|
32.2K
$2.5M
|
|
|
May 12, 2022
Q1 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.58K+ 5.42% |
$105K - $125K
|
30.6K
$2.37M
|
|
|
Apr 22, 2022
Q1 2022
|
James Investment Research Inc
|
BUY
|
- |
1.56K+ 27.78% |
$104K - $124K
|
7.18K
$557K
|
|
|
May 12, 2022
Q1 2022
|
Connable Office Inc
|
BUY
|
- |
1.55K+ 0.33% |
$103K - $123K
|
471K
$36.5M
|
|
|
May 10, 2022
Q1 2022
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
1.5K+ 21.4% |
$100K - $120K
|
8.53K
$661K
|
|
|
May 16, 2022
Q1 2022
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
1.5K+ 40.16% |
$100K - $120K
|
5.24K
$406K
|
|
|
Apr 20, 2022
Q1 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
1.48K+ 2.1% |
$98.8K - $118K
|
71.7K
$5.56M
|
|
|
May 12, 2022
Q1 2022
|
Biltmore Family Office, LLC
|
BUY
|
- |
1.48K+ 4.09% |
$98.6K - $117K
|
37.5K
$2.91M
|
|
|
May 12, 2022
Q1 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
1.47K+ 51.58% |
$98.3K - $117K
|
4.32K
$335K
|
|
|
May 16, 2022
Q1 2022
|
Mechanics Financial Corp
|
BUY
|
- |
1.47K+ 0.77% |
$98.1K - $117K
|
193K
$15M
|
|
|
May 16, 2022
Q1 2022
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
1.46K+ 0.16% |
$97.5K - $116K
|
888K
$68.8M
|
|
|
Apr 21, 2022
Q1 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.4K+ 14.45% |
$93.6K - $112K
|
11.1K
$860K
|
|
|
May 13, 2022
Q1 2022
|
Easterly Investment Partners LLC
|
BUY
|
- |
1.39K+ 11.86% |
$92.6K - $110K
|
13.1K
$1.01M
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
1.39K+ 2.71% |
$92.6K - $110K
|
52.5K
$4.07M
|
|
|
May 13, 2022
Q1 2022
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
1.36K+ 7.83% |
$91.2K - $109K
|
18.8K
$1.46M
|
|
|
May 12, 2022
Q1 2022
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
BUY
|
- |
1.36K+ 3.39% |
$90.8K - $108K
|
41.5K
$3.21M
|
|
|
May 10, 2022
Q1 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
1.32K+ 2.71% |
$88.1K - $105K
|
49.9K
$3.87M
|
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
1.32KNew |
$88K - $105K
|
1.32K
$102K
|
|
|
Apr 27, 2022
Q1 2022
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
1.3K+ 2.81% |
$86.9K - $104K
|
47.5K
$3.68M
|
|
|
May 16, 2022
Q1 2022
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
1.26K+ 1.94% |
$84.2K - $100K
|
66.1K
$5.12M
|