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 01, 2022
Q2 2022
|
Delta Financial Advisors LLC
|
BUY
|
- |
4+ 0.01% |
$246 - $298
|
75.9K
$5.86M
|
|
|
Aug 04, 2022
Q2 2022
|
Ckw Financial Group
|
BUY
|
- |
4+ 2.5% |
$246 - $298
|
164
$12.7K
|
|
|
Aug 03, 2022
Q2 2022
|
Accel Wealth Management
|
BUY
|
- |
3+ 0.57% |
$184 - $224
|
525
$40.5K
|
|
|
Aug 12, 2022
Q2 2022
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
3+ 0.02% |
$184 - $224
|
16.1K
$1.24M
|
|
|
Aug 12, 2022
Q2 2022
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
3+ 0.02% |
$184 - $224
|
16.8K
$1.29M
|
|
|
Aug 15, 2022
Q2 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
2New |
$123 - $149
|
2
$154
|
|
|
Jul 11, 2022
Q2 2022
|
Cva Family Office, LLC
|
BUY
|
- |
1+ 0.05% |
$61.5 - $74.6
|
1.95K
$150K
|
|
|
Jul 13, 2022
Q2 2022
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
1+ 0.02% |
$61.5 - $74.6
|
4.16K
$321K
|
|
|
Jul 22, 2022
Q2 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
1+ 0.15% |
$61.5 - $74.6
|
659
$50.8K
|
|
|
Aug 08, 2022
Q2 2022
|
Hm Capital Management, LLC
Clayton, MO |
BUY
|
- |
1+ 0.02% |
$61.5 - $74.6
|
4.4K
$339K
|
|
|
Aug 12, 2022
Q2 2022
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-2Closed |
$123 - $149
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-2- 0.67% |
$123 - $149
|
298
$23K
|
|
|
Aug 11, 2022
Q2 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-6- 0.01% |
$369 - $448
|
53.4K
$4.12M
|
|
|
Aug 12, 2022
Q2 2022
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-8Closed |
$492 - $597
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Elm Partners Management LLC
|
SELL
|
- |
-9Closed |
$553 - $671
|
0
$0
|
|
|
Jul 06, 2022
Q2 2022
|
Private Asset Management Inc
|
SELL
|
- |
-10- 0.04% |
$615 - $746
|
24.2K
$1.87M
|
|
|
Aug 05, 2022
Q2 2022
|
Palisade Asset Management, LLC
|
SELL
|
- |
-10- 0.04% |
$615 - $746
|
27.4K
$2.11M
|
|
|
Jan 02, 2024
Q2 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-10- 0.14% |
$615 - $746
|
6.96K
$537K
|
|
|
Aug 09, 2022
Q2 2022
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-12- 0.04% |
$738 - $895
|
31.1K
$2.4M
|
|
|
Aug 12, 2022
Q2 2022
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-12Closed |
$738 - $895
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-14- 0.03% |
$861 - $1.04K
|
40.9K
$3.16M
|
|
|
Jul 28, 2022
Q2 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-18- 0.41% |
$1.11K - $1.34K
|
4.39K
$339K
|
|
|
Jul 28, 2022
Q2 2022
|
Vera Bank, N.A.
|
SELL
|
- |
-18- 0.21% |
$1.11K - $1.34K
|
8.58K
$662K
|
|
|
Aug 15, 2022
Q2 2022
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-19- 0.35% |
$1.17K - $1.42K
|
5.37K
$414K
|
|
|
Jul 25, 2022
Q2 2022
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-20- 0.17% |
$1.23K - $1.49K
|
11.7K
$906K
|
|
|
Aug 04, 2022
Q2 2022
|
Curbstone Financial Management Corp
|
SELL
|
- |
-20- 0.05% |
$1.23K - $1.49K
|
40.1K
$3.09M
|
|
|
Jul 19, 2022
Q2 2022
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-22- 0.13% |
$1.35K - $1.64K
|
17.3K
$1.33M
|
|
|
Jul 15, 2022
Q2 2022
|
Norway Savings Bank
|
SELL
|
- |
-25- 0.28% |
$1.54K - $1.86K
|
8.81K
$680K
|
|
|
Jul 18, 2022
Q2 2022
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-25- 0.27% |
$1.54K - $1.86K
|
9.09K
$701K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-27- 2.85% |
$1.66K - $2.01K
|
921
$71.1K
|
|
|
Aug 05, 2022
Q2 2022
|
Investment Partners, Ltd.
|
SELL
|
- |
-28- 0.06% |
$1.72K - $2.09K
|
49.9K
$3.85M
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-28- 0.39% |
$1.72K - $2.09K
|
7.21K
$556K
|
|
|
Aug 12, 2022
Q2 2022
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-29- 0.38% |
$1.78K - $2.16K
|
7.63K
$589K
|
|
|
Aug 11, 2022
Q2 2022
|
Cohen Lawrence B
Boston, MA |
SELL
|
- |
-30- 0.08% |
$1.84K - $2.24K
|
36.2K
$2.8M
|
|
|
Aug 12, 2022
Q2 2022
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-30- 0.07% |
$1.84K - $2.24K
|
41.9K
$3.23M
|
|
|
Jul 29, 2022
Q2 2022
|
Newport Capital Group, LLC
|
SELL
|
- |
-31- 0.12% |
$1.91K - $2.31K
|
26.6K
$2.05M
|
|
|
Jul 29, 2022
Q2 2022
|
Integrity Financial Corp
|
SELL
|
- |
-34- 15.81% |
$2.09K - $2.54K
|
181
$14K
|
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-35- 3.03% |
$2.15K - $2.61K
|
1.12K
$86.4K
|
|
|
Aug 15, 2022
Q2 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-38- 0.02% |
$2.34K - $2.83K
|
216K
$16.7M
|
|
|
Aug 16, 2022
Q2 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-38Closed |
$2.34K - $2.83K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-44- 24.18% |
$2.71K - $3.28K
|
138
$10.6K
|
|
|
Aug 12, 2022
Q2 2022
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-44- 0.66% |
$2.71K - $3.28K
|
6.63K
$512K
|
|
|
Jul 28, 2022
Q2 2022
|
Thomasville National Bank
|
SELL
|
- |
-45- 0.23% |
$2.77K - $3.36K
|
19.5K
$1.5M
|
|
|
Jul 26, 2022
Q2 2022
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-45- 0.58% |
$2.77K - $3.36K
|
7.68K
$593K
|
|
|
Jul 14, 2022
Q2 2022
|
Highland Private Wealth Management
|
SELL
|
- |
-47- 0.1% |
$2.89K - $3.51K
|
44.8K
$3.45M
|
|
|
Aug 15, 2022
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-47- 0.25% |
$2.89K - $3.51K
|
19.1K
$1.47M
|
|
|
Jan 27, 2023
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-47- 0.25% |
$2.89K - $3.51K
|
19.1K
$1.47M
|
|
|
Jul 13, 2022
Q2 2022
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-48- 1.23% |
$2.95K - $3.58K
|
3.84K
$297K
|
|
|
Jul 22, 2022
Q2 2022
|
Element Wealth, LLC
|
SELL
|
- |
-48- 1.42% |
$2.95K - $3.58K
|
3.34K
$258K
|