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
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-2.71K- 11.26% |
$150K - $181K
|
21.3K
$1.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-2.71K- 16.22% |
$150K - $181K
|
14K
$1.11M
|
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.71K- 0.36% |
$151K - $181K
|
756K
$60.2M
|
|
|
Oct 26, 2022
Q3 2022
|
Connable Office Inc
|
SELL
|
- |
-2.71K- 0.81% |
$151K - $181K
|
333K
$26.6M
|
|
|
Oct 18, 2022
Q3 2022
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-2.76K- 1.69% |
$153K - $184K
|
160K
$12.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-2.79K- 4.59% |
$155K - $186K
|
58K
$4.62M
|
|
|
Nov 10, 2022
Q3 2022
|
Magellan Asset Management LTD
Sydney, C3 |
SELL
|
- |
-2.79K- 13.24% |
$155K - $186K
|
18.3K
$1.46M
|
|
|
Oct 18, 2022
Q3 2022
|
Courier Capital LLC
|
SELL
|
- |
-2.81K- 1.13% |
$156K - $187K
|
245K
$19.5M
|
|
|
Nov 01, 2022
Q3 2022
|
Stegner Investment Associates Inc.
|
SELL
|
- |
-2.85K- 13.75% |
$158K - $190K
|
17.9K
$1.42M
|
|
|
Oct 25, 2022
Q3 2022
|
Round Table Services, LLC
|
SELL
|
- |
-2.85K- 20.73% |
$158K - $190K
|
10.9K
$868K
|
|
|
Nov 09, 2022
Q3 2022
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-2.87K- 9.54% |
$159K - $191K
|
27.2K
$2.17M
|
|
|
Nov 10, 2022
Q3 2022
|
Keeley Teton Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.87K- 10.33% |
$160K - $192K
|
24.9K
$1.99M
|
|
|
Oct 18, 2022
Q3 2022
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-2.89K- 30.81% |
$161K - $193K
|
6.5K
$518K
|
|
|
Nov 07, 2022
Q3 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-2.91K- 9.72% |
$162K - $194K
|
27K
$2.15M
|
|
|
Nov 14, 2022
Q3 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-2.92K- 10.42% |
$162K - $195K
|
25.1K
$2M
|
|
|
Nov 08, 2022
Q3 2022
|
Phillips Financial Management, LLC
|
SELL
|
- |
-2.93K- 2.94% |
$163K - $196K
|
96.7K
$7.7M
|
|
|
Oct 21, 2022
Q3 2022
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-2.95K- 44.92% |
$164K - $197K
|
3.61K
$288K
|
|
|
Nov 09, 2022
Q3 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-2.95K- 1.02% |
$164K - $197K
|
286K
$22.8M
|
|
|
Oct 24, 2022
Q3 2022
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-2.96K- 2.43% |
$164K - $197K
|
119K
$9.46M
|
|
|
Oct 13, 2022
Q3 2022
|
Wealth Bridge Investment Counsel Inc.
|
SELL
|
- |
-2.97K- 1.81% |
$165K - $198K
|
161K
$12.8M
|
|
|
Oct 13, 2022
Q3 2022
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-2.97K- 9.98% |
$165K - $198K
|
26.8K
$2.13M
|
|
|
Nov 04, 2022
Q3 2022
|
Vontobel Holding Ltd.
|
SELL
|
- |
-3K- 13.04% |
$167K - $200K
|
20K
$1.59M
|
|
|
Nov 14, 2022
Q3 2022
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-3.02K- 37.68% |
$168K - $201K
|
4.99K
$397K
|
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-3.04K- 7.47% |
$169K - $203K
|
37.7K
$3M
|
|
|
Nov 14, 2022
Q3 2022
|
Garner Asset Management Corp
|
SELL
|
- |
-3.06K- 41.03% |
$170K - $205K
|
4.4K
$351K
|
|
|
Oct 13, 2022
Q3 2022
|
Patten Group, Inc.
|
SELL
|
- |
-3.11K- 15.88% |
$173K - $207K
|
16.5K
$1.31M
|
|
|
Nov 07, 2022
Q3 2022
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-3.13K- 22.03% |
$174K - $209K
|
11.1K
$882K
|
|
|
Nov 14, 2022
Q3 2022
|
Reston Wealth Management LLC
|
SELL
|
- |
-3.16K- 19.82% |
$175K - $211K
|
12.8K
$1.02M
|
|
|
Nov 14, 2022
Q3 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-3.18K- 41.55% |
$177K - $212K
|
4.47K
$356K
|
|
|
Oct 28, 2022
Q3 2022
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-3.18K- 1.92% |
$177K - $212K
|
163K
$13M
|
|
|
Oct 18, 2022
Q3 2022
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-3.18K- 9.17% |
$177K - $213K
|
31.5K
$2.51M
|
|
|
Nov 03, 2022
Q3 2022
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-3.21K- 17.3% |
$179K - $215K
|
15.4K
$1.22M
|
|
|
Nov 14, 2022
Q3 2022
|
Harding Loevner LP
Bridgewater, NJ |
SELL
|
- |
-3.29K- 31.94% |
$183K - $220K
|
7.01K
$558K
|
|
|
Nov 09, 2022
Q3 2022
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-3.34K- 8.92% |
$185K - $223K
|
34.1K
$2.71M
|
|
|
Nov 08, 2022
Q3 2022
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-3.38K- 2.89% |
$188K - $226K
|
114K
$9.05M
|
|
|
Nov 03, 2022
Q3 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-3.39K- 12.33% |
$188K - $226K
|
24.1K
$1.92M
|
|
|
Oct 14, 2022
Q3 2022
|
Washington Trust CO
|
SELL
|
- |
-3.43K- 2.8% |
$191K - $229K
|
119K
$9.47M
|
|
|
Nov 08, 2022
Q3 2022
|
North Star Asset Management Inc
|
SELL
|
- |
-3.44K- 37.72% |
$191K - $230K
|
5.68K
$452K
|
|
|
Nov 08, 2022
Q3 2022
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-3.45K- 12.55% |
$192K - $230K
|
24.1K
$1.92M
|
|
|
Oct 28, 2022
Q3 2022
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-3.49K- 32.93% |
$194K - $233K
|
7.11K
$566K
|
|
|
Nov 14, 2022
Q3 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
SELL
|
- |
-3.52K- 19.47% |
$196K - $235K
|
14.6K
$1.16M
|
|
|
Nov 14, 2022
Q3 2022
|
Truvvo Partners LLC
New York, NY |
SELL
|
- |
-3.54K- 28.68% |
$196K - $236K
|
8.8K
$700K
|
|
|
Nov 14, 2022
Q3 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-3.54K- 4.85% |
$197K - $236K
|
69.5K
$5.53M
|
|
|
Nov 14, 2022
Q3 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.55K- 22.47% |
$197K - $237K
|
12.2K
$975K
|
|
|
Nov 14, 2022
Q3 2022
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
SELL
|
- |
-3.61K- 5.08% |
$201K - $241K
|
67.5K
$5.38M
|
|
|
Nov 14, 2022
Q3 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-3.61K- 30.53% |
$201K - $241K
|
8.22K
$655K
|
|
|
Oct 18, 2022
Q3 2022
|
Ledyard National Bank
|
SELL
|
- |
-3.62K- 13.97% |
$201K - $242K
|
22.3K
$1.78M
|
|
|
Nov 02, 2022
Q3 2022
|
Clear Street Markets LLC
|
SELL
|
- |
-3.7K- 16.23% |
$205K - $247K
|
19.1K
$1.52M
|
|
|
Nov 01, 2022
Q3 2022
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-3.73K- 31.17% |
$207K - $249K
|
8.24K
$657K
|
|
|
Nov 10, 2022
Q3 2022
|
Baystate Wealth Management LLC
|
SELL
|
- |
-3.74K- 14.22% |
$207K - $249K
|
22.5K
$1.8M
|