Purchases and Sales Made in Q2 2022 in Ishares Tr Msci Eafe ETF (EFA)
This table provides information about the institutional ownership of Ishares Tr Msci Eafe ETF (EFA) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 11, 2022
Q2 2022
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
507+ 1.72% |
$31.2K - $37.8K
|
30.1K
$2.33M
|
|
Jul 15, 2022
Q2 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
505+ 2.28% |
$31K - $37.7K
|
22.7K
$1.76M
|
|
Jul 18, 2022
Q2 2022
|
Collective Family Office LLC
|
BUY
|
- |
500+ 3.62% |
$30.7K - $37.3K
|
14.3K
$1.11M
|
|
Aug 10, 2022
Q2 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
479+ 6.23% |
$29.4K - $35.7K
|
8.16K
$633K
|
|
Aug 15, 2022
Q2 2022
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
475+ 6.98% |
$29.2K - $35.4K
|
7.28K
$564K
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
460+ 19.39% |
$28.3K - $34.3K
|
2.83K
$219K
|
|
Aug 02, 2022
Q2 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
452+ 0.42% |
$27.8K - $33.7K
|
108K
$8.35M
|
|
Aug 10, 2022
Q2 2022
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
450+ 17.56% |
$27.7K - $33.6K
|
3.01K
$234K
|
|
Jul 20, 2022
Q2 2022
|
Simpli Fi, Inc.
|
BUY
|
- |
446+ 3.01% |
$27.4K - $33.3K
|
15.3K
$1.18M
|
|
Aug 01, 2022
Q2 2022
|
Grandfield & Dodd, LLC
|
BUY
|
- |
446+ 8.17% |
$27.4K - $33.3K
|
5.91K
$458K
|
|
Aug 05, 2022
Q2 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
442+ 0.87% |
$27.2K - $33K
|
51.2K
$3.97M
|
|
Aug 15, 2022
Q2 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
442+ 3.02% |
$27.2K - $33K
|
15.1K
$1.17M
|
|
Jul 28, 2022
Q2 2022
|
Ntv Asset Management LLC
|
BUY
|
- |
436+ 1.92% |
$26.8K - $32.5K
|
23.1K
$1.79M
|
|
Aug 04, 2022
Q2 2022
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
430+ 11.77% |
$26.4K - $32.1K
|
4.08K
$316K
|
|
Aug 15, 2022
Q2 2022
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
428+ 5.05% |
$26.3K - $31.9K
|
8.9K
$690K
|
|
Aug 12, 2022
Q2 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
426+ 0.26% |
$26.2K - $31.8K
|
167K
$12.9M
|
|
Jul 26, 2022
Q2 2022
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
425+ 6.76% |
$26.1K - $31.7K
|
6.72K
$520K
|
|
Aug 11, 2022
Q2 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
425+ 9.84% |
$26.1K - $31.7K
|
4.75K
$368K
|
|
Jul 14, 2022
Q2 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
420+ 0.26% |
$25.8K - $31.3K
|
160K
$12.4M
|
|
Jul 28, 2022
Q2 2022
|
Traynor Capital Management, Inc.
|
BUY
|
- |
419+ 11.68% |
$25.8K - $31.3K
|
4.01K
$310K
|
|
Jul 25, 2022
Q2 2022
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
408+ 5.39% |
$25.1K - $30.4K
|
7.98K
$618K
|
|
Aug 03, 2022
Q2 2022
|
Athena Investment Management
|
BUY
|
- |
390+ 1.89% |
$24K - $29.1K
|
21K
$1.63M
|
|
Jul 11, 2022
Q2 2022
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
389+ 4.06% |
$23.9K - $29K
|
9.96K
$772K
|
|
Jul 12, 2022
Q2 2022
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
386+ 1.73% |
$23.7K - $28.8K
|
22.7K
$1.76M
|
|
Jul 27, 2022
Q2 2022
|
Asset Planning Corporation
|
BUY
|
- |
385+ 0.69% |
$23.7K - $28.7K
|
56K
$4.34M
|
|
Aug 04, 2022
Q2 2022
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
381+ 2.34% |
$23.4K - $28.4K
|
16.7K
$1.29M
|
|
Jul 28, 2022
Q2 2022
|
Reston Wealth Management LLC
|
BUY
|
- |
373+ 2.4% |
$22.9K - $27.8K
|
15.9K
$1.23M
|
|
Aug 08, 2022
Q2 2022
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
364+ 5.05% |
$22.4K - $27.2K
|
7.57K
$586K
|
|
Jul 25, 2022
Q2 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
361+ 9.55% |
$22.2K - $26.9K
|
4.14K
$321K
|
|
Aug 15, 2022
Q2 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
360+ 0.51% |
$22.1K - $26.9K
|
71.2K
$5.52M
|
|
Aug 13, 2024
Q2 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
354+ 0.94% |
$21.8K - $26.4K
|
38K
$2.94M
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
351+ 575.41% |
$21.6K - $26.2K
|
412
$31.9K
|
|
Jul 19, 2022
Q2 2022
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
350+ 2.13% |
$21.5K - $26.1K
|
16.8K
$1.3M
|
|
Aug 04, 2022
Q2 2022
|
Tru Independence LLC
|
BUY
|
- |
350+ 2.85% |
$21.5K - $26.1K
|
12.6K
$979K
|
|
Aug 08, 2022
Q2 2022
|
Vista Capital Partners, Inc.
|
BUY
|
- |
350+ 6.57% |
$21.5K - $26.1K
|
5.68K
$440K
|
|
Sep 21, 2023
Q2 2022
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
349+ 29.96% |
$21.5K - $26K
|
1.51K
$117K
|
|
Jul 15, 2022
Q2 2022
|
Amarillo National Bank
|
BUY
|
- |
337+ 0.29% |
$20.7K - $25.1K
|
117K
$9.05M
|
|
Aug 11, 2022
Q2 2022
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
324+ 10.05% |
$19.9K - $24.2K
|
3.55K
$275K
|
|
Aug 11, 2022
Q2 2022
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
318New |
$19.6K - $23.7K
|
318
$24.6K
|
|
Aug 02, 2022
Q2 2022
|
Journey Advisory Group, LLC
|
BUY
|
- |
310+ 1.82% |
$19.1K - $23.1K
|
17.3K
$1.34M
|
|
Aug 08, 2022
Q2 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
308+ 7.4% |
$18.9K - $23K
|
4.47K
$347K
|
|
Jul 14, 2022
Q2 2022
|
Zhang Financial LLC
|
BUY
|
- |
303+ 1.96% |
$18.6K - $22.6K
|
15.8K
$1.22M
|
|
Mar 12, 2024
Q2 2022
|
Executive Wealth Group LLC
Kirkland, WA |
BUY
|
- |
300+ 1.54% |
$18.4K - $22.4K
|
19.8K
$1.53M
|
|
Aug 15, 2022
Q2 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
295New |
$18.1K - $22K
|
295
$22.9K
|
|
Jul 27, 2022
Q2 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
294+ 4.86% |
$18.1K - $21.9K
|
6.34K
$491K
|
|
Aug 10, 2022
Q2 2022
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
294+ 2.48% |
$18.1K - $21.9K
|
12.1K
$940K
|
|
Aug 12, 2022
Q2 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
291+ 1.0% |
$17.9K - $21.7K
|
29.3K
$2.27M
|
|
Aug 19, 2022
Q2 2022
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
289+ 2.38% |
$17.8K - $21.6K
|
12.4K
$963K
|
|
Aug 01, 2022
Q2 2022
|
Montecito Bank & Trust
|
BUY
|
- |
286+ 0.97% |
$17.6K - $21.3K
|
29.9K
$2.32M
|
|
Aug 11, 2022
Q2 2022
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
282+ 0.37% |
$17.3K - $21K
|
77.5K
$6.01M
|