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 29, 2022
Q2 2022
|
Old Point Trust & Financial Services N A
|
SELL
|
- |
-3.14KClosed |
$193K - $234K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
First American Trust, Fsb
|
SELL
|
- |
-3.14KClosed |
$193K - $234K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-3.15K- 70.33% |
$194K - $235K
|
1.33K
$103K
|
|
|
Jul 20, 2022
Q2 2022
|
Monte Financial Group, LLC
|
SELL
|
- |
-3.17K- 25.36% |
$195K - $236K
|
9.32K
$719K
|
|
|
Jul 25, 2022
Q2 2022
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-3.17K- 1.3% |
$195K - $237K
|
240K
$18.6M
|
|
|
Aug 10, 2022
Q2 2022
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-3.19K- 14.67% |
$196K - $238K
|
18.6K
$1.43M
|
|
|
Aug 12, 2022
Q2 2022
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
SELL
|
- |
-3.2KClosed |
$196K - $238K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
Heritage Investors Management Corp
|
SELL
|
- |
-3.2K- 2.29% |
$197K - $239K
|
137K
$10.5M
|
|
|
Aug 11, 2022
Q2 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-3.2KClosed |
$197K - $239K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Treasure Coast Financial Planning
|
SELL
|
- |
-3.21K- 33.01% |
$197K - $239K
|
6.51K
$502K
|
|
|
Jul 26, 2022
Q2 2022
|
Community Bank, N.A.
|
SELL
|
- |
-3.21K- 8.04% |
$197K - $240K
|
36.7K
$2.84M
|
|
|
Aug 04, 2022
Q2 2022
|
Petix & Botte CO
|
SELL
|
- |
-3.21K- 50.0% |
$197K - $240K
|
3.21K
$248K
|
|
|
Aug 04, 2022
Q2 2022
|
Carret Asset Management, LLC
|
SELL
|
- |
-3.22KClosed |
$198K - $240K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-3.23K- 1.56% |
$198K - $241K
|
203K
$15.7M
|
|
|
Jul 19, 2022
Q2 2022
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-3.26K- 12.0% |
$200K - $243K
|
23.9K
$1.84M
|
|
|
Aug 15, 2022
Q2 2022
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-3.26KClosed |
$200K - $243K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Madden Securities Corp
|
SELL
|
- |
-3.33KClosed |
$205K - $248K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Principle Wealth Partners LLC
|
SELL
|
- |
-3.35KClosed |
$206K - $250K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Bar Harbor Trust Services
Ellsworth, ME |
SELL
|
- |
-3.36KClosed |
$207K - $251K
|
0
$0
|
|
|
Jul 14, 2022
Q2 2022
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-3.37KClosed |
$207K - $251K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-3.37KClosed |
$207K - $252K
|
0
$0
|
|
|
Jul 20, 2022
Q2 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-3.42K- 1.34% |
$210K - $255K
|
252K
$19.4M
|
|
|
Aug 15, 2022
Q2 2022
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-3.43KClosed |
$211K - $256K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-3.43K- 0.66% |
$211K - $256K
|
513K
$39.6M
|
|
|
Jul 20, 2022
Q2 2022
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-3.44KClosed |
$211K - $257K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-3.46K- 0.74% |
$213K - $258K
|
464K
$35.8M
|
|
|
Aug 01, 2022
Q2 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-3.48K- 2.58% |
$214K - $259K
|
132K
$10.1M
|
|
|
Aug 11, 2022
Q2 2022
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-3.48KClosed |
$214K - $260K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Mai Capital Management
|
SELL
|
- |
-3.49K- 1.24% |
$214K - $260K
|
278K
$21.5M
|
|
|
Jul 22, 2022
Q2 2022
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-3.5K- 41.08% |
$215K - $261K
|
5.02K
$388K
|
|
|
Jul 29, 2022
Q2 2022
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-3.51K- 7.98% |
$216K - $262K
|
40.4K
$3.12M
|
|
|
Jul 19, 2022
Q2 2022
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-3.53K- 25.37% |
$217K - $263K
|
10.4K
$801K
|
|
|
Jul 20, 2022
Q2 2022
|
Trilogy Capital Inc.
|
SELL
|
- |
-3.54K- 31.21% |
$218K - $264K
|
7.8K
$602K
|
|
|
Jul 21, 2022
Q2 2022
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-3.56K- 5.07% |
$219K - $266K
|
66.7K
$5.15M
|
|
|
Aug 10, 2022
Q2 2022
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-3.56K- 2.71% |
$219K - $266K
|
128K
$9.86M
|
|
|
Jul 06, 2022
Q2 2022
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-3.62K- 14.38% |
$222K - $270K
|
21.5K
$1.66M
|
|
|
Aug 10, 2022
Q2 2022
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-3.67K- 11.84% |
$226K - $274K
|
27.3K
$2.11M
|
|
|
Jul 12, 2022
Q2 2022
|
Jordan Park Group LLC
|
SELL
|
- |
-3.69K- 15.64% |
$227K - $275K
|
19.9K
$1.53M
|
|
|
Aug 15, 2022
Q2 2022
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-3.7KClosed |
$228K - $276K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Mechanics Bank Trust Department
|
SELL
|
- |
-3.74KClosed |
$230K - $279K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Colony Family Offices, LLC
|
SELL
|
- |
-3.75K- 87.87% |
$230K - $279K
|
517
$39.9K
|
|
|
Jul 18, 2022
Q2 2022
|
Davenport & CO LLC
|
SELL
|
- |
-3.78K- 8.66% |
$232K - $282K
|
39.8K
$3.07M
|
|
|
Aug 12, 2022
Q2 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-3.83KClosed |
$235K - $286K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Wealth Bridge Investment Counsel Inc.
|
SELL
|
- |
-3.85K- 2.29% |
$236K - $287K
|
164K
$12.7M
|
|
|
Aug 02, 2022
Q2 2022
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-3.9K- 25.49% |
$239K - $291K
|
11.4K
$878K
|
|
|
Aug 12, 2022
Q2 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-3.9K- 5.51% |
$240K - $291K
|
66.9K
$5.16M
|
|
|
Jul 14, 2022
Q2 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-3.91K- 14.71% |
$240K - $291K
|
22.7K
$1.75M
|
|
|
Jul 29, 2022
Q2 2022
|
Single Point Partners, LLC
|
SELL
|
- |
-4.03KClosed |
$248K - $301K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-4.04K- 49.53% |
$248K - $301K
|
4.11K
$317K
|
|
|
Jul 20, 2022
Q2 2022
|
Courier Capital LLC
|
SELL
|
- |
-4.04K- 1.61% |
$249K - $302K
|
248K
$19.1M
|