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 03, 2022
Q3 2022
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-1.19K- 16.71% |
$66.1K - $79.4K
|
5.93K
$471K
|
|
|
Oct 12, 2022
Q3 2022
|
Sequent Asset Management, LLC
|
SELL
|
- |
-1.19K- 3.34% |
$66.2K - $79.6K
|
34.5K
$2.74M
|
|
|
Oct 05, 2022
Q3 2022
|
Curbstone Financial Management Corp
|
SELL
|
- |
-1.2K- 3.0% |
$66.6K - $80.1K
|
38.9K
$3.08M
|
|
|
Nov 10, 2022
Q3 2022
|
Firestone Capital Management
|
SELL
|
- |
-1.2K- 6.61% |
$66.9K - $80.4K
|
17K
$1.35M
|
|
|
Oct 18, 2022
Q3 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-1.21K- 6.62% |
$67.3K - $80.9K
|
17.1K
$1.36M
|
|
|
Nov 14, 2022
Q3 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-1.25K- 15.59% |
$69.6K - $83.7K
|
6.79K
$538K
|
|
|
Nov 08, 2022
Q3 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.27K- 13.05% |
$70.8K - $85.1K
|
8.49K
$674K
|
|
|
Oct 13, 2022
Q3 2022
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-1.28K- 7.67% |
$70.8K - $85.1K
|
15.3K
$1.22M
|
|
|
Nov 14, 2022
Q3 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.28K- 5.08% |
$71.2K - $85.6K
|
24K
$1.9M
|
|
|
Oct 11, 2022
Q3 2022
|
Goal Vest Advisory LLC
|
SELL
|
- |
-1.29K- 65.03% |
$71.4K - $85.8K
|
691
$54.8K
|
|
|
Oct 28, 2022
Q3 2022
|
Savant Capital, LLC
|
SELL
|
- |
-1.29K- 2.18% |
$71.6K - $86.1K
|
57.8K
$4.58M
|
|
|
Oct 21, 2022
Q3 2022
|
Capital City Trust CO
|
SELL
|
- |
-1.29K- 21.95% |
$71.8K - $86.3K
|
4.59K
$364K
|
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.3K- 32.69% |
$72K - $86.5K
|
2.67K
$212K
|
|
|
Nov 10, 2022
Q3 2022
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-1.35K- 2.82% |
$74.8K - $89.9K
|
46.4K
$3.68M
|
|
|
Nov 14, 2022
Q3 2022
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-1.36K- 15.93% |
$75.6K - $90.9K
|
7.18K
$569K
|
|
|
Nov 14, 2022
Q3 2022
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-1.37K- 7.33% |
$76K - $91.3K
|
17.3K
$1.37M
|
|
|
Nov 02, 2022
Q3 2022
|
Patriot Investment Management Inc.
|
SELL
|
- |
-1.38K- 6.9% |
$76.4K - $91.8K
|
18.6K
$1.47M
|
|
|
Nov 10, 2022
Q3 2022
|
Bank Ozk
|
SELL
|
- |
-1.39K- 4.45% |
$77.4K - $93.1K
|
29.9K
$2.37M
|
|
|
Oct 27, 2022
Q3 2022
|
Wc Walker & Associates, Inc.
|
SELL
|
- |
-1.4K- 16.88% |
$77.5K - $93.1K
|
6.87K
$545K
|
|
|
Nov 10, 2022
Q3 2022
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-1.4K- 6.94% |
$77.8K - $93.5K
|
18.8K
$1.49M
|
|
|
Nov 08, 2022
Q3 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.41K- 3.38% |
$78.3K - $94.1K
|
40.3K
$3.2M
|
|
|
Nov 09, 2022
Q3 2022
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-1.41K- 1.49% |
$78.5K - $94.4K
|
93.2K
$7.39M
|
|
|
Oct 11, 2022
Q3 2022
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-1.42K- 18.47% |
$78.8K - $94.7K
|
6.26K
$497K
|
|
|
Oct 26, 2022
Q3 2022
|
Inverness Counsel LLC
|
SELL
|
- |
-1.42K- 13.43% |
$78.9K - $94.8K
|
9.16K
$726K
|
|
|
Nov 14, 2022
Q3 2022
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-1.43K- 7.66% |
$79.3K - $95.3K
|
17.2K
$1.37M
|
|
|
Nov 14, 2022
Q3 2022
|
Carlson Capital Management
|
SELL
|
- |
-1.43K- 12.7% |
$79.5K - $95.6K
|
9.85K
$781K
|
|
|
Oct 24, 2022
Q3 2022
|
Webster Bank, N. A.
|
SELL
|
- |
-1.47K- 1.79% |
$81.4K - $97.9K
|
80.6K
$6.39M
|
|
|
Oct 24, 2022
Q3 2022
|
First Command Financial Services, Inc.
|
SELL
|
- |
-1.55K- 36.8% |
$85.9K - $103K
|
2.66K
$211K
|
|
|
Oct 24, 2022
Q3 2022
|
First Command Bank
|
SELL
|
- |
-1.55K- 36.8% |
$85.9K - $103K
|
2.66K
$211K
|
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-1.55K- 1.2% |
$86K - $103K
|
127K
$10.1M
|
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.55K- 1.4% |
$86.1K - $103K
|
109K
$8.68M
|
|
|
Oct 12, 2022
Q3 2022
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-1.55K- 3.14% |
$86.2K - $104K
|
47.9K
$3.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-1.56K- 1.62% |
$86.5K - $104K
|
94.3K
$7.48M
|
|
|
Oct 06, 2022
Q3 2022
|
Legacy Private Trust Co.
|
SELL
|
- |
-1.57K- 28.86% |
$86.9K - $104K
|
3.86K
$306K
|
|
|
Nov 09, 2022
Q3 2022
|
Palisade Asset Management, LLC
|
SELL
|
- |
-1.57K- 5.72% |
$87.1K - $105K
|
25.8K
$2.05M
|
|
|
Nov 14, 2022
Q3 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-1.58K- 16.55% |
$87.6K - $105K
|
7.96K
$631K
|
|
|
Nov 14, 2022
Q3 2022
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-1.62K- 2.69% |
$89.9K - $108K
|
58.5K
$4.64M
|
|
|
Oct 14, 2022
Q3 2022
|
Lcm Capital Management Inc
|
SELL
|
- |
-1.63K- 2.15% |
$90.6K - $109K
|
74.1K
$5.88M
|
|
|
Nov 10, 2022
Q3 2022
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-1.64K- 14.27% |
$91.3K - $110K
|
9.87K
$783K
|
|
|
Nov 02, 2022
Q3 2022
|
Westshore Wealth, LLC
|
SELL
|
- |
-1.68K- 6.48% |
$93K - $112K
|
24.2K
$1.92M
|
|
|
Oct 27, 2022
Q3 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.68K- 3.28% |
$93.3K - $112K
|
49.5K
$3.92M
|
|
|
Nov 08, 2022
Q3 2022
|
Efficient Advisors, LLC
|
SELL
|
- |
-1.68K- 1.78% |
$93.5K - $112K
|
92.9K
$7.37M
|
|
|
Oct 28, 2022
Q3 2022
|
Klingman & Associates, LLC
|
SELL
|
- |
-1.69K- 5.75% |
$94K - $113K
|
27.8K
$2.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-1.71K- 0.36% |
$95K - $114K
|
477K
$37.9M
|
|
|
Oct 31, 2022
Q3 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-1.72K- 21.86% |
$95.6K - $115K
|
6.15K
$488K
|
|
|
Nov 10, 2022
Q3 2022
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-1.74K- 2.63% |
$96.8K - $116K
|
64.6K
$5.13M
|
|
|
Nov 14, 2022
Q3 2022
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-1.75K- 75.54% |
$96.9K - $116K
|
565
$44.8K
|
|
|
Oct 14, 2022
Q3 2022
|
Well Done, LLC
|
SELL
|
- |
-1.75K- 10.81% |
$97.2K - $117K
|
14.4K
$1.15M
|
|
|
Nov 07, 2022
Q3 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-1.78K- 17.67% |
$98.9K - $119K
|
8.3K
$658K
|
|
|
Oct 21, 2022
Q3 2022
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-1.8K- 12.77% |
$100K - $120K
|
12.3K
$976K
|