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 14, 2022
Q2 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
4.61K+ 2.78% |
$283K - $344K
|
170K
$13.2M
|
|
Aug 10, 2022
Q2 2022
|
William Blair Investment Management, LLC
Chicago, IL |
BUY
|
- |
4.54K+ 681.26% |
$279K - $339K
|
5.21K
$404K
|
|
Jul 29, 2022
Q2 2022
|
Ironwood Financial, LLC
|
BUY
|
- |
4.53K+ 5.19% |
$279K - $338K
|
91.8K
$7.12M
|
|
Aug 11, 2022
Q2 2022
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
4.34K+ 7.53% |
$267K - $324K
|
62K
$4.8M
|
|
Aug 11, 2022
Q2 2022
|
Overbrook Management Corp
New York, NY |
BUY
|
- |
4.34KNew |
$267K - $323K
|
4.34K
$336K
|
|
Aug 02, 2022
Q2 2022
|
Crewe Advisors LLC
|
BUY
|
- |
4.32K+ 12.17% |
$265K - $322K
|
39.8K
$3.08M
|
|
Aug 15, 2022
Q2 2022
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
4.31K+ 45.68% |
$265K - $322K
|
13.7K
$1.07M
|
|
Jul 20, 2022
Q2 2022
|
Lutz Financial Services LLC
|
BUY
|
- |
4.31KNew |
$265K - $321K
|
4.31K
$334K
|
|
Aug 09, 2022
Q2 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
4.27KNew |
$262K - $318K
|
4.27K
$331K
|
|
Jul 29, 2022
Q2 2022
|
Destination Wealth Management
|
BUY
|
- |
4.25K+ 1.02% |
$261K - $317K
|
420K
$32.6M
|
|
Jul 22, 2022
Q2 2022
|
Madison Wealth Partners, Inc
|
BUY
|
- |
4.18KNew |
$257K - $312K
|
4.18K
$324K
|
|
Aug 03, 2022
Q2 2022
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
4.18K+ 24.89% |
$257K - $312K
|
21K
$1.62M
|
|
Jul 21, 2022
Q2 2022
|
Sandy Spring Bank
|
BUY
|
- |
4.16K+ 6.86% |
$256K - $310K
|
64.8K
$5.02M
|
|
Jul 20, 2022
Q2 2022
|
Inverness Counsel LLC
|
BUY
|
- |
4.08K+ 62.91% |
$251K - $305K
|
10.6K
$820K
|
|
Jul 08, 2022
Q2 2022
|
Upper Left Wealth Management, LLC
|
BUY
|
- |
4.07KNew |
$250K - $303K
|
4.07K
$315K
|
|
Aug 15, 2022
Q2 2022
|
Greenline Partners, LLC
New York, NY |
BUY
|
- |
4.03K+ 19.24% |
$248K - $301K
|
25K
$1.94M
|
|
Jul 22, 2022
Q2 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
4.01K+ 37.28% |
$246K - $299K
|
14.8K
$1.14M
|
|
Aug 12, 2022
Q2 2022
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
3.93K+ 40.86% |
$241K - $293K
|
13.5K
$1.05M
|
|
Aug 04, 2022
Q2 2022
|
Fluent Financial, LLC
|
BUY
|
- |
3.9K+ 6.19% |
$240K - $291K
|
66.9K
$5.18M
|
|
Aug 12, 2022
Q2 2022
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
BUY
|
- |
3.85K+ 0.46% |
$237K - $287K
|
843K
$65.3M
|
|
Aug 15, 2022
Q2 2022
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
3.83K+ 20.98% |
$235K - $285K
|
22.1K
$1.71M
|
|
Aug 11, 2022
Q2 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
3.81K+ 1.91% |
$234K - $284K
|
203K
$15.8M
|
|
Aug 09, 2022
Q2 2022
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
3.8K+ 12.98% |
$233K - $283K
|
33.1K
$2.56M
|
|
Aug 15, 2022
Q2 2022
|
Bontempo Ohly Capital Mgmt LLC
Bethesda, MD |
BUY
|
- |
3.76K+ 0.65% |
$231K - $281K
|
582K
$45.1M
|
|
Jul 19, 2022
Q2 2022
|
Lion Street Advisors, LLC
|
BUY
|
- |
3.73KNew |
$229K - $278K
|
3.73K
$289K
|
|
Jul 25, 2022
Q2 2022
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
3.7K+ 9.2% |
$227K - $276K
|
43.9K
$3.4M
|
|
Aug 15, 2022
Q2 2022
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
3.58K+ 2.02% |
$220K - $267K
|
181K
$14M
|
|
Aug 23, 2022
Q2 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
3.54KNew |
$218K - $264K
|
3.54K
$275K
|
|
Dec 01, 2022
Q2 2022
|
Family Firm, Inc.
|
BUY
|
- |
3.5K+ 6.61% |
$215K - $261K
|
56.5K
$4.38M
|
|
Aug 10, 2022
Q2 2022
|
Kovack Advisors, Inc.
|
BUY
|
- |
3.48KNew |
$214K - $260K
|
3.48K
$270K
|
|
Jul 22, 2022
Q2 2022
|
Rovin Capital
|
BUY
|
- |
3.46KNew |
$213K - $258K
|
3.46K
$268K
|
|
Aug 11, 2022
Q2 2022
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
3.36K+ 1.74% |
$207K - $251K
|
197K
$15.2M
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3.36K+ 57.73% |
$206K - $250K
|
9.17K
$711K
|
|
Aug 02, 2022
Q2 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
3.34K+ 23.88% |
$205K - $249K
|
17.3K
$1.34M
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
3.34K+ 9.41% |
$205K - $249K
|
38.8K
$3.01M
|
|
Aug 01, 2022
Q2 2022
|
Bray Capital Advisors
|
BUY
|
- |
3.32K+ 4.78% |
$204K - $248K
|
72.8K
$5.64M
|
|
Aug 12, 2022
Q2 2022
|
Magellan Asset Management LTD
Sydney, C3 |
BUY
|
- |
3.3K+ 18.53% |
$203K - $246K
|
21.1K
$1.63M
|
|
Aug 11, 2022
Q2 2022
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
3.2K+ 39.69% |
$197K - $239K
|
11.3K
$873K
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
3.19K+ 8.32% |
$196K - $238K
|
41.6K
$3.22M
|
|
Jul 20, 2022
Q2 2022
|
Conning Inc.
|
BUY
|
- |
3.14K+ 1.03% |
$193K - $234K
|
309K
$24M
|
|
Jul 25, 2022
Q2 2022
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
3.13K+ 103.0% |
$192K - $233K
|
6.17K
$478K
|
|
Jul 26, 2022
Q2 2022
|
Key F Inancial Inc
|
BUY
|
- |
3.09K+ 2070.47% |
$190K - $230K
|
3.23K
$251K
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
BUY
|
- |
3.02K+ 43.36% |
$185K - $225K
|
9.98K
$773K
|
|
Aug 09, 2022
Q2 2022
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
2.95K+ 81.57% |
$181K - $220K
|
6.56K
$508K
|
|
Aug 15, 2022
Q2 2022
|
Hackensack Meridian Health, Inc.
Edison, NJ |
BUY
|
- |
2.93K+ 0.33% |
$180K - $219K
|
903K
$70M
|
|
Aug 12, 2022
Q2 2022
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
2.88K+ 2.02% |
$177K - $215K
|
145K
$11.2M
|
|
Jul 25, 2022
Q2 2022
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
2.83K+ 0.3% |
$174K - $211K
|
935K
$72.4M
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2.81KNew |
$173K - $210K
|
2.81K
$218K
|
|
Aug 08, 2022
Q2 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
2.8K+ 33.72% |
$172K - $209K
|
11.1K
$861K
|
|
Jul 28, 2022
Q2 2022
|
Citizens National Bank Trust Department
|
BUY
|
- |
2.75K+ 82.51% |
$169K - $205K
|
6.08K
$471K
|