Purchases and Sales Made in Q3 2022 in Ishares Tr Msci Eafe ETF (EFA)
This table provides information about the institutional ownership of Ishares Tr Msci Eafe ETF (EFA) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2022
Q3 2022
|
Trellis Advisors, LLC
|
SELL
|
- |
-5- 0.03% |
$278 - $334
|
17.7K
$1.4M
|
|
|
Nov 17, 2022
Q3 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-5- 0.04% |
$278 - $334
|
11.3K
$898K
|
|
|
Nov 14, 2022
Q3 2022
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-7- 0.08% |
$389 - $467
|
9.18K
$728K
|
|
|
Sep 01, 2023
Q3 2022
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-15- 0.28% |
$833 - $1K
|
5.34K
$423K
|
|
|
Aug 07, 2024
Q3 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-15- 0.4% |
$833 - $1K
|
3.7K
$294K
|
|
|
Oct 06, 2022
Q3 2022
|
Uma Financial Services, Inc.
|
SELL
|
- |
-16- 0.11% |
$889 - $1.07K
|
15K
$1.19M
|
|
|
Nov 14, 2022
Q3 2022
|
Surevest, LLC
Los Angeles, CA |
SELL
|
- |
-19- 3.35% |
$1.06K - $1.27K
|
549
$43.5K
|
|
|
Oct 17, 2022
Q3 2022
|
Rede Wealth, LLC
|
SELL
|
- |
-20- 0.29% |
$1.11K - $1.34K
|
6.86K
$544K
|
|
|
Nov 09, 2022
Q3 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-21- 0.2% |
$1.17K - $1.4K
|
10.3K
$820K
|
|
|
Oct 20, 2022
Q3 2022
|
Tsfg, LLC
|
SELL
|
- |
-22- 0.57% |
$1.22K - $1.47K
|
3.84K
$305K
|
|
|
Nov 14, 2022
Q3 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-24- 1.04% |
$1.33K - $1.6K
|
2.29K
$182K
|
|
|
Oct 13, 2022
Q3 2022
|
Cypress Financial Planning LLC
|
SELL
|
- |
-25- 0.31% |
$1.39K - $1.67K
|
7.98K
$632K
|
|
|
Nov 09, 2022
Q3 2022
|
American Investment Services, Inc.
|
SELL
|
- |
-25- 0.57% |
$1.39K - $1.67K
|
4.39K
$348K
|
|
|
Oct 12, 2022
Q3 2022
|
Accel Wealth Management
|
SELL
|
- |
-26- 4.95% |
$1.44K - $1.74K
|
499
$39.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Retirement Group, LLC
|
SELL
|
- |
-27- 45.0% |
$1.5K - $1.8K
|
33
$2.62K
|
|
|
Nov 14, 2022
Q3 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-29- 4.63% |
$1.61K - $1.94K
|
597
$47.3K
|
|
|
Nov 17, 2022
Q3 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-30- 0.07% |
$1.67K - $2K
|
43.5K
$3.45M
|
|
|
Nov 14, 2022
Q3 2022
|
Wit, LLC
District Of Columbia, DC |
SELL
|
- |
-32- 1.73% |
$1.78K - $2.14K
|
1.82K
$145K
|
|
|
Oct 28, 2022
Q3 2022
|
Sepio Capital, LP
|
SELL
|
- |
-34- 0.04% |
$1.89K - $2.27K
|
76.5K
$6.07M
|
|
|
Nov 14, 2022
Q3 2022
|
Pointe Capital Management LLC
|
SELL
|
- |
-35- 0.46% |
$1.94K - $2.34K
|
7.64K
$606K
|
|
|
Oct 19, 2022
Q3 2022
|
Evensky & Katz LLC
|
SELL
|
- |
-36- 0.76% |
$2K - $2.4K
|
4.71K
$373K
|
|
|
Oct 18, 2022
Q3 2022
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-38- 0.26% |
$2.11K - $2.54K
|
14.5K
$1.15M
|
|
|
Oct 24, 2022
Q3 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-38- 1.16% |
$2.11K - $2.54K
|
3.24K
$257K
|
|
|
Nov 07, 2022
Q3 2022
|
Windsor Group LTD
|
SELL
|
- |
-38- 0.22% |
$2.11K - $2.54K
|
17.4K
$1.38M
|
|
|
Nov 01, 2022
Q3 2022
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-39- 0.46% |
$2.17K - $2.6K
|
8.45K
$670K
|
|
|
Nov 14, 2022
Q3 2022
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-39- 0.14% |
$2.17K - $2.6K
|
28.3K
$2.24M
|
|
|
Oct 10, 2024
Q3 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-39- 65.0% |
$2.17K - $2.6K
|
21
$1.67K
|
|
|
Nov 08, 2022
Q3 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-40- 0.3% |
$2.22K - $2.67K
|
13.3K
$1.06M
|
|
|
Oct 19, 2022
Q3 2022
|
Essex Savings Bank
|
SELL
|
- |
-41- 0.64% |
$2.28K - $2.74K
|
6.41K
$509K
|
|
|
Nov 09, 2022
Q3 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-42- 0.83% |
$2.33K - $2.8K
|
5.03K
$399K
|
|
|
Nov 14, 2022
Q3 2022
|
Bahl & Gaynor Inc
|
SELL
|
- |
-42- 0.13% |
$2.33K - $2.8K
|
33K
$2.62M
|
|
|
Nov 04, 2022
Q3 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-45- 0.15% |
$2.5K - $3K
|
30.5K
$2.42M
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-50- 0.12% |
$2.78K - $3.34K
|
41.1K
$3.26M
|
|
|
Nov 14, 2022
Q3 2022
|
Maryland Capital Management
Towson, MD |
SELL
|
- |
-50- 0.34% |
$2.78K - $3.34K
|
14.9K
$1.18M
|
|
|
Oct 13, 2022
Q3 2022
|
Adirondack Trust CO
|
SELL
|
- |
-52- 0.48% |
$2.89K - $3.47K
|
10.8K
$853K
|
|
|
Nov 01, 2022
Q3 2022
|
Brickley Wealth Management
|
SELL
|
- |
-55- 0.04% |
$3.05K - $3.67K
|
143K
$11.4M
|
|
|
Oct 11, 2022
Q3 2022
|
Apella Capital, LLC
|
SELL
|
- |
-59- 0.61% |
$3.28K - $3.94K
|
9.59K
$761K
|
|
|
Nov 14, 2022
Q3 2022
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-61- 0.09% |
$3.39K - $4.07K
|
71.1K
$5.64M
|
|
|
Oct 31, 2022
Q3 2022
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-65- 0.76% |
$3.61K - $4.34K
|
8.43K
$669K
|
|
|
Oct 31, 2022
Q3 2022
|
Hemington Wealth Management
|
SELL
|
- |
-65- 0.46% |
$3.61K - $4.34K
|
14.1K
$1.11M
|
|
|
Nov 14, 2022
Q3 2022
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-68- 0.05% |
$3.78K - $4.54K
|
128K
$10.1M
|
|
|
Nov 07, 2022
Q3 2022
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-70- 1.23% |
$3.89K - $4.67K
|
5.61K
$445K
|
|
|
Nov 10, 2022
Q3 2022
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-70- 0.51% |
$3.89K - $4.67K
|
13.6K
$1.08M
|
|
|
Oct 28, 2022
Q3 2022
|
Addison Advisors LLC
|
SELL
|
- |
-72- 29.63% |
$4K - $4.81K
|
171
$13.6K
|
|
|
Oct 26, 2022
Q3 2022
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-74- 0.26% |
$4.11K - $4.94K
|
28.1K
$2.23M
|
|
|
Nov 09, 2022
Q3 2022
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-75- 1.93% |
$4.17K - $5.01K
|
3.81K
$302K
|
|
|
Nov 14, 2022
Q3 2022
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-76- 1.51% |
$4.22K - $5.07K
|
4.95K
$392K
|
|
|
Oct 20, 2022
Q3 2022
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-77- 0.3% |
$4.28K - $5.14K
|
25.4K
$2.02M
|
|
|
Nov 14, 2022
Q3 2022
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-77- 1.43% |
$4.28K - $5.14K
|
5.29K
$420K
|
|
|
Oct 17, 2022
Q3 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-80- 2.49% |
$4.44K - $5.34K
|
3.14K
$249K
|