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 |
---|---|---|---|---|---|---|---|
Jul 19, 2022
Q2 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-231- 6.05% |
$14.2K - $17.2K
|
3.59K
$277K
|
|
Jul 12, 2022
Q2 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-232- 1.52% |
$14.3K - $17.3K
|
15K
$1.16M
|
|
Jul 08, 2022
Q2 2022
|
Perkins Coie Trust CO
|
SELL
|
- |
-233- 7.53% |
$14.3K - $17.4K
|
2.86K
$221K
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
SELL
|
- |
-233- 12.86% |
$14.3K - $17.4K
|
1.58K
$122K
|
|
Jul 15, 2022
Q2 2022
|
Berkshire Bank
|
SELL
|
- |
-237- 1.95% |
$14.6K - $17.7K
|
11.9K
$918K
|
|
Jul 18, 2022
Q2 2022
|
Occidental Asset Management, LLC
|
SELL
|
- |
-240- 3.55% |
$14.8K - $17.9K
|
6.53K
$503K
|
|
Aug 01, 2022
Q2 2022
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-250- 97.28% |
$15.4K - $18.6K
|
7
$540
|
|
Jul 12, 2022
Q2 2022
|
Lake Street Financial LLC
|
SELL
|
- |
-253- 6.77% |
$15.6K - $18.9K
|
3.49K
$269K
|
|
Jul 26, 2022
Q2 2022
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-254- 0.7% |
$15.6K - $18.9K
|
36.2K
$2.8M
|
|
Aug 10, 2022
Q2 2022
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-258- 3.06% |
$15.9K - $19.2K
|
8.18K
$631K
|
|
Jul 29, 2022
Q2 2022
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-259- 1.84% |
$15.9K - $19.3K
|
13.8K
$1.07M
|
|
Jul 18, 2022
Q2 2022
|
Carlson Capital Management
|
SELL
|
- |
-261- 2.26% |
$16K - $19.5K
|
11.3K
$870K
|
|
Aug 08, 2022
Q2 2022
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-265Closed |
$16.3K - $19.8K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-280- 1.76% |
$17.2K - $20.9K
|
15.6K
$1.2M
|
|
Jul 19, 2022
Q2 2022
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-287- 0.93% |
$17.6K - $21.4K
|
30.5K
$2.35M
|
|
Jul 07, 2022
Q2 2022
|
Bath Savings Trust CO
|
SELL
|
- |
-288- 6.03% |
$17.7K - $21.5K
|
4.49K
$347K
|
|
Aug 12, 2022
Q2 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-290- 59.55% |
$17.8K - $21.6K
|
197
$15.2K
|
|
Jul 27, 2022
Q2 2022
|
Bailard, Inc.
|
SELL
|
- |
-294- 0.48% |
$18.1K - $21.9K
|
60.4K
$4.66M
|
|
Aug 02, 2022
Q2 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-299- 0.6% |
$18.4K - $22.3K
|
49.5K
$3.82M
|
|
Aug 09, 2022
Q2 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-305- 0.7% |
$18.8K - $22.7K
|
43.5K
$3.35M
|
|
Aug 11, 2022
Q2 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-306- 0.25% |
$18.8K - $22.8K
|
122K
$9.39M
|
|
Jul 21, 2022
Q2 2022
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-307- 0.4% |
$18.9K - $22.9K
|
76.8K
$5.92M
|
|
Aug 01, 2022
Q2 2022
|
Acas, LLC
|
SELL
|
- |
-309- 1.18% |
$19K - $23K
|
25.8K
$1.99M
|
|
Aug 12, 2022
Q2 2022
|
Insight Inv LLC
El Segundo, CA |
SELL
|
- |
-312- 48.9% |
$19.2K - $23.3K
|
326
$25.2K
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-316- 50.0% |
$19.4K - $23.6K
|
316
$24.4K
|
|
Aug 09, 2022
Q2 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-317- 3.14% |
$19.5K - $23.6K
|
9.77K
$754K
|
|
Aug 10, 2022
Q2 2022
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-323- 2.82% |
$19.9K - $24.1K
|
11.1K
$857K
|
|
Jul 22, 2022
Q2 2022
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-328- 7.78% |
$20.2K - $24.5K
|
3.89K
$300K
|
|
Aug 15, 2022
Q2 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-331- 6.22% |
$20.3K - $24.7K
|
4.99K
$385K
|
|
Jul 13, 2022
Q2 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-337- 3.56% |
$20.7K - $25.1K
|
9.13K
$705K
|
|
Aug 16, 2022
Q2 2022
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-343- 60.07% |
$21.1K - $25.6K
|
228
$17.6K
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-347- 39.61% |
$21.3K - $25.9K
|
529
$40.8K
|
|
Jul 21, 2022
Q2 2022
|
Rede Wealth, LLC
|
SELL
|
- |
-349- 4.83% |
$21.5K - $26K
|
6.88K
$531K
|
|
Jul 29, 2022
Q2 2022
|
Ashfield Capital Partners, LLC
|
SELL
|
- |
-350- 0.92% |
$21.5K - $26.1K
|
37.6K
$2.9M
|
|
Aug 15, 2022
Q2 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-350- 0.76% |
$21.5K - $26.1K
|
45.9K
$3.54M
|
|
Aug 10, 2022
Q2 2022
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-350- 8.26% |
$21.5K - $26.1K
|
3.89K
$300K
|
|
Jul 15, 2022
Q2 2022
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-353- 2.44% |
$21.7K - $26.3K
|
14.1K
$1.09M
|
|
Aug 16, 2022
Q2 2022
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-355Closed |
$21.8K - $26.5K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-358- 5.02% |
$22K - $26.7K
|
6.78K
$523K
|
|
Aug 02, 2022
Q2 2022
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-360- 2.7% |
$22.1K - $26.9K
|
13K
$1M
|
|
Aug 15, 2022
Q2 2022
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-360- 0.59% |
$22.1K - $26.9K
|
60.8K
$4.69M
|
|
Aug 08, 2022
Q2 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-382- 0.49% |
$23.5K - $28.5K
|
77.4K
$5.97M
|
|
Aug 15, 2022
Q2 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-386- 2.94% |
$23.7K - $28.8K
|
12.8K
$984K
|
|
Jul 28, 2022
Q2 2022
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-395- 2.87% |
$24.3K - $29.5K
|
13.4K
$1.03M
|
|
Jul 26, 2022
Q2 2022
|
Caprock Group, Inc.
|
SELL
|
- |
-399- 0.87% |
$24.5K - $29.8K
|
45.3K
$3.49M
|
|
Aug 11, 2022
Q2 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-402Closed |
$24.7K - $30K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-412- 1.23% |
$25.3K - $30.7K
|
33.1K
$2.55M
|
|
Jul 26, 2022
Q2 2022
|
Nbt Bank N A
|
SELL
|
- |
-415- 0.64% |
$25.5K - $31K
|
64.1K
$4.94M
|
|
Aug 08, 2022
Q2 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-418- 1.1% |
$25.7K - $31.2K
|
37.4K
$2.89M
|
|
Jul 19, 2022
Q2 2022
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-423- 7.2% |
$26K - $31.6K
|
5.45K
$420K
|