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 14, 2022
Q3 2022
|
Connors Investor Services Inc
Wyomissing, PA |
SELL
|
- |
-345- 0.51% |
$19.2K - $23K
|
67K
$5.15M
|
|
|
Sep 21, 2023
Q3 2022
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-349- 23.05% |
$19.4K - $23.3K
|
1.17K
$89.4K
|
|
|
Nov 10, 2022
Q3 2022
|
Gs Investments, Inc.
|
SELL
|
- |
-350- 1.48% |
$19.4K - $23.4K
|
23.3K
$1.79M
|
|
|
Oct 26, 2022
Q3 2022
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-364- 7.84% |
$20.2K - $24.3K
|
4.28K
$329K
|
|
|
Oct 18, 2024
Q3 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-369- 6.1% |
$20.5K - $24.6K
|
5.68K
$436K
|
|
|
Nov 09, 2022
Q3 2022
|
Hudson Portfolio Management LLC
Garrison, NY |
SELL
|
- |
-370- 7.23% |
$20.5K - $24.7K
|
4.75K
$364K
|
|
|
Oct 13, 2022
Q3 2022
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-378- 4.14% |
$21K - $25.2K
|
8.75K
$672K
|
|
|
Oct 18, 2022
Q3 2022
|
Norway Savings Bank
|
SELL
|
- |
-380- 4.31% |
$21.1K - $25.4K
|
8.43K
$647K
|
|
|
Oct 25, 2022
Q3 2022
|
Sonata Capital Group Inc
|
SELL
|
- |
-385- 7.93% |
$21.4K - $25.7K
|
4.47K
$343K
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-386- 17.11% |
$21.4K - $25.8K
|
1.87K
$144K
|
|
|
Nov 10, 2022
Q3 2022
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-386- 0.26% |
$21.4K - $25.8K
|
145K
$11.2M
|
|
|
Mar 10, 2023
Q3 2022
|
Triasima Portfolio Management Inc.
|
SELL
|
- |
-387- 1.7% |
$21.5K - $25.8K
|
22.4K
$1.72M
|
|
|
Nov 14, 2022
Q3 2022
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-390- 4.09% |
$21.7K - $26K
|
9.14K
$702K
|
|
|
Oct 20, 2022
Q3 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-396- 4.32% |
$22K - $26.4K
|
8.77K
$673K
|
|
|
Oct 24, 2022
Q3 2022
|
Calamos Wealth Management LLC
|
SELL
|
- |
-397- 0.9% |
$22K - $26.5K
|
43.8K
$3.36M
|
|
|
Oct 26, 2022
Q3 2022
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-401- 0.1% |
$22.3K - $26.8K
|
396K
$30.4M
|
|
|
Nov 30, 2022
Q3 2022
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-407- 3.29% |
$22.6K - $27.2K
|
12K
$918K
|
|
|
Oct 28, 2022
Q3 2022
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-409- 9.5% |
$22.7K - $27.3K
|
3.89K
$299K
|
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-411- 7.93% |
$22.8K - $27.4K
|
4.77K
$366K
|
|
|
Nov 01, 2022
Q3 2022
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-412- 2.41% |
$22.9K - $27.5K
|
16.7K
$1.28M
|
|
|
Nov 07, 2022
Q3 2022
|
South State Corp
|
SELL
|
- |
-412- 3.11% |
$22.9K - $27.5K
|
12.8K
$985K
|
|
|
Oct 11, 2022
Q3 2022
|
Pacific Financial Group Inc
|
SELL
|
- |
-413- 10.0% |
$22.9K - $27.6K
|
3.72K
$286K
|
|
|
Nov 07, 2022
Q3 2022
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-414- 0.29% |
$23K - $27.6K
|
142K
$10.9M
|
|
|
Nov 07, 2022
Q3 2022
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-415- 1.17% |
$23K - $27.7K
|
34.9K
$2.68M
|
|
|
Oct 25, 2022
Q3 2022
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-419- 5.11% |
$23.3K - $28K
|
7.78K
$597K
|
|
|
Oct 25, 2022
Q3 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-420- 3.04% |
$23.3K - $28K
|
13.4K
$1.03M
|
|
|
Oct 31, 2022
Q3 2022
|
Merit Financial Group, LLC
|
SELL
|
- |
-425- 3.82% |
$23.6K - $28.4K
|
10.7K
$821K
|
|
|
Nov 10, 2022
Q3 2022
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-430- 8.64% |
$23.9K - $28.7K
|
4.55K
$349K
|
|
|
Oct 17, 2022
Q3 2022
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-444- 27.84% |
$24.7K - $29.6K
|
1.15K
$88.4K
|
|
|
Oct 26, 2022
Q3 2022
|
Fishman Jay A LTD
Troy, MI |
SELL
|
- |
-450- 2.02% |
$25K - $30K
|
21.9K
$1.68M
|
|
|
Nov 14, 2022
Q3 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-465- 0.87% |
$25.8K - $31K
|
52.9K
$4.06M
|
|
|
Nov 03, 2022
Q3 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-467- 10.39% |
$25.9K - $31.2K
|
4.03K
$309K
|
|
|
Nov 14, 2022
Q3 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-471- 1.59% |
$26.2K - $31.4K
|
29.2K
$2.24M
|
|
|
Nov 08, 2022
Q3 2022
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-477- 1.14% |
$26.5K - $31.8K
|
41.4K
$3.18M
|
|
|
Nov 07, 2022
Q3 2022
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-481- 4.27% |
$26.7K - $32.1K
|
10.8K
$828K
|
|
|
Nov 07, 2022
Q3 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-484- 5.12% |
$26.9K - $32.3K
|
8.96K
$688K
|
|
|
Mar 14, 2023
Q3 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-484- 5.12% |
$26.9K - $32.3K
|
8.96K
$688K
|
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-485- 3.38% |
$26.9K - $32.4K
|
13.9K
$1.07M
|
|
|
Oct 19, 2022
Q3 2022
|
Empirical Asset Management, LLC
|
SELL
|
- |
-490- 5.3% |
$27.2K - $32.7K
|
8.75K
$672K
|
|
|
Oct 24, 2022
Q3 2022
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-490- 7.41% |
$27.2K - $32.7K
|
6.12K
$470K
|
|
|
Oct 24, 2022
Q3 2022
|
Dumont & Blake Investment Advisors LLC
|
SELL
|
- |
-491- 1.02% |
$27.3K - $32.8K
|
47.6K
$3.65M
|
|
|
Nov 09, 2022
Q3 2022
|
Wolf Group Capital Advisors
|
SELL
|
- |
-493- 0.84% |
$27.4K - $32.9K
|
57.9K
$4.44M
|
|
|
Nov 07, 2022
Q3 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-494- 3.46% |
$27.4K - $33K
|
13.8K
$1.06M
|
|
|
Nov 14, 2022
Q3 2022
|
Palumbo Wealth Management LLC
Great Neck, NY |
SELL
|
- |
-499- 1.19% |
$27.7K - $33.3K
|
41.4K
$3.18M
|
|
|
Nov 01, 2022
Q3 2022
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-500- 3.49% |
$27.8K - $33.4K
|
13.8K
$1.06M
|
|
|
Nov 09, 2022
Q3 2022
|
Journey Advisory Group, LLC
|
SELL
|
- |
-500- 2.89% |
$27.8K - $33.4K
|
16.8K
$1.29M
|
|
|
Nov 03, 2022
Q3 2022
|
Abbrea Capital, LLC
|
SELL
|
- |
-516- 1.64% |
$28.7K - $34.4K
|
30.9K
$2.37M
|
|
|
Nov 09, 2022
Q3 2022
|
Athena Investment Management
|
SELL
|
- |
-521- 2.48% |
$28.9K - $34.8K
|
20.5K
$1.57M
|
|
|
Nov 14, 2022
Q3 2022
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-525- 2.3% |
$29.2K - $35K
|
22.3K
$1.71M
|
|
|
Oct 18, 2022
Q3 2022
|
Charles Schwab Trust CO
|
SELL
|
- |
-528- 9.24% |
$29.3K - $35.2K
|
5.19K
$398K
|