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
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-1.81K- 1.57% |
$100K - $121K
|
113K
$8.96M
|
|
|
Nov 15, 2022
Q3 2022
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-1.81K- 29.02% |
$100K - $121K
|
4.42K
$351K
|
|
|
Nov 15, 2022
Q3 2022
|
Maple Capital Management, Inc.
|
SELL
|
- |
-1.81K- 6.58% |
$101K - $121K
|
25.7K
$2.04M
|
|
|
Nov 14, 2022
Q3 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-1.82K- 1.32% |
$101K - $122K
|
136K
$10.8M
|
|
|
Sep 06, 2024
Q3 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-1.83K- 19.5% |
$101K - $122K
|
7.54K
$598K
|
|
|
Nov 15, 2022
Q3 2022
|
Family Firm, Inc.
|
SELL
|
- |
-1.85K- 3.37% |
$102K - $123K
|
53K
$4.2M
|
|
|
Apr 19, 2024
Q3 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-1.85K- 4.96% |
$103K - $124K
|
35.5K
$2.81M
|
|
|
Oct 20, 2022
Q3 2022
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-1.86K- 34.06% |
$103K - $124K
|
3.59K
$285K
|
|
|
Oct 21, 2022
Q3 2022
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-1.89K- 4.45% |
$105K - $126K
|
40.5K
$3.21M
|
|
|
Nov 14, 2022
Q3 2022
|
Virtus Fund Advisers, LLC
Hartford, CT |
SELL
|
- |
-1.94KClosed |
$108K - $129K
|
0
$0
|
|
|
Oct 27, 2022
Q3 2022
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-1.94K- 4.99% |
$108K - $130K
|
37K
$2.93M
|
|
|
Oct 18, 2022
Q3 2022
|
Domani Wealth, LLC
|
SELL
|
- |
-1.97K- 0.65% |
$109K - $132K
|
302K
$23.9M
|
|
|
Oct 20, 2022
Q3 2022
|
Country Trust Bank
|
SELL
|
- |
-1.98K- 5.77% |
$110K - $132K
|
32.4K
$2.57M
|
|
|
Oct 28, 2022
Q3 2022
|
Northeast Investment Management
|
SELL
|
- |
-1.99K- 13.21% |
$111K - $133K
|
13.1K
$1.04M
|
|
|
Oct 24, 2022
Q3 2022
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-2K- 3.59% |
$111K - $134K
|
53.7K
$4.26M
|
|
|
Nov 07, 2022
Q3 2022
|
Comerica Securities,Inc.
|
SELL
|
- |
-2.05K- 0.49% |
$114K - $137K
|
415K
$32.9M
|
|
|
Oct 24, 2022
Q3 2022
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-2.12K- 33.2% |
$118K - $142K
|
4.27K
$338K
|
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-2.13K- 2.47% |
$118K - $142K
|
84K
$6.66M
|
|
|
Oct 20, 2022
Q3 2022
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-2.15K- 67.43% |
$119K - $144K
|
1.04K
$82.4K
|
|
|
Oct 26, 2022
Q3 2022
|
Providence First Trust CO
|
SELL
|
- |
-2.17K- 3.87% |
$121K - $145K
|
53.9K
$4.28M
|
|
|
Nov 14, 2022
Q3 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-2.18K- 65.59% |
$121K - $146K
|
1.14K
$90.7K
|
|
|
Oct 13, 2022
Q3 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-2.19K- 2.03% |
$122K - $146K
|
106K
$8.37M
|
|
|
Oct 24, 2022
Q3 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-2.19K- 9.66% |
$122K - $146K
|
20.5K
$1.63M
|
|
|
Oct 18, 2022
Q3 2022
|
Innova Wealth Partners
|
SELL
|
- |
-2.22K- 18.87% |
$123K - $148K
|
9.53K
$756K
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.23K- 6.48% |
$124K - $149K
|
32.2K
$2.55M
|
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-2.24K- 96.54% |
$124K - $149K
|
80
$6.34K
|
|
|
Oct 12, 2022
Q3 2022
|
First Citizens Financial Corp
|
SELL
|
- |
-2.24K- 1.7% |
$125K - $150K
|
130K
$10.3M
|
|
|
Oct 12, 2022
Q3 2022
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-2.28K- 3.99% |
$127K - $152K
|
54.8K
$4.34M
|
|
|
Oct 24, 2022
Q3 2022
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-2.28K- 8.52% |
$127K - $152K
|
24.5K
$1.94M
|
|
|
Nov 14, 2022
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-2.29K- 0.86% |
$127K - $153K
|
265K
$21M
|
|
|
Oct 23, 2023
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-2.29K- 0.86% |
$127K - $153K
|
265K
$21M
|
|
|
Oct 27, 2022
Q3 2022
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-2.3K- 33.18% |
$128K - $154K
|
4.64K
$368K
|
|
|
Oct 21, 2022
Q3 2022
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-2.32K- 19.78% |
$129K - $155K
|
9.39K
$745K
|
|
|
Nov 10, 2022
Q3 2022
|
Summit Wealth & Retirement Planning, Inc.
|
SELL
|
- |
-2.35K- 2.2% |
$131K - $157K
|
105K
$8.29M
|
|
|
Oct 25, 2022
Q3 2022
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-2.36K- 41.1% |
$131K - $158K
|
3.38K
$268K
|
|
|
Nov 14, 2022
Q3 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-2.38K- 21.87% |
$132K - $159K
|
8.52K
$675K
|
|
|
Nov 15, 2022
Q3 2022
|
Washington Trust Bank
|
SELL
|
- |
-2.39K- 9.85% |
$133K - $160K
|
21.9K
$1.74M
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.43K- 2.89% |
$135K - $162K
|
81.7K
$6.48M
|
|
|
Oct 27, 2022
Q3 2022
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-2.47K- 8.33% |
$137K - $165K
|
27.2K
$2.16M
|
|
|
Oct 04, 2022
Q3 2022
|
Private Asset Management Inc
|
SELL
|
- |
-2.49K- 10.28% |
$138K - $166K
|
21.7K
$1.72M
|
|
|
Oct 13, 2022
Q3 2022
|
Wesbanco Bank Inc
|
SELL
|
- |
-2.51K- 1.72% |
$139K - $167K
|
143K
$11.4M
|
|
|
Oct 11, 2022
Q3 2022
|
Woodstock Corp
|
SELL
|
- |
-2.53K- 4.6% |
$140K - $169K
|
52.4K
$4.15M
|
|
|
Nov 08, 2022
Q3 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-2.53K- 2.61% |
$141K - $169K
|
94.6K
$7.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-2.54K- 41.34% |
$141K - $169K
|
3.6K
$285K
|
|
|
Oct 07, 2022
Q3 2022
|
In Track Investment Management Inc
|
SELL
|
- |
-2.57K- 6.49% |
$143K - $172K
|
37.1K
$2.94M
|
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.58K- 1.71% |
$143K - $172K
|
148K
$11.7M
|
|
|
Nov 03, 2022
Q3 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-2.64K- 23.92% |
$147K - $176K
|
8.4K
$666K
|
|
|
Oct 21, 2022
Q3 2022
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-2.67K- 5.95% |
$148K - $178K
|
42.2K
$3.35M
|
|
|
Nov 14, 2022
Q3 2022
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-2.68K- 8.12% |
$149K - $179K
|
30.4K
$2.41M
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-2.7K- 36.22% |
$150K - $180K
|
4.76K
$377K
|