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 |
|---|---|---|---|---|---|---|---|
|
Oct 06, 2022
Q3 2022
|
Independence Bank Of Kentucky
|
SELL
|
- |
-10.2K- 11.69% |
$567K - $681K
|
77.1K
$6.11M
|
|
|
Oct 31, 2022
Q3 2022
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-10.3K- 9.38% |
$571K - $686K
|
99.3K
$7.87M
|
|
|
Nov 09, 2022
Q3 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-10.6K- 4.86% |
$587K - $706K
|
207K
$16.4M
|
|
|
Nov 03, 2022
Q3 2022
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-10.7K- 1.81% |
$592K - $711K
|
576K
$45.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-10.7K- 10.82% |
$594K - $714K
|
88.1K
$6.99M
|
|
|
Oct 05, 2022
Q3 2022
|
First Hawaiian Bank
|
SELL
|
- |
-10.7K- 3.48% |
$597K - $717K
|
298K
$23.7M
|
|
|
Nov 02, 2022
Q3 2022
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-10.8K- 3.48% |
$601K - $723K
|
300K
$23.8M
|
|
|
Oct 17, 2022
Q3 2022
|
Sage Capital Advisors,Llc
|
SELL
|
- |
-10.8K- 50.36% |
$602K - $724K
|
10.7K
$847K
|
|
|
Oct 19, 2022
Q3 2022
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-10.9K- 13.99% |
$607K - $729K
|
67.1K
$5.32M
|
|
|
Oct 21, 2022
Q3 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-11.1K- 8.32% |
$618K - $743K
|
123K
$9.72M
|
|
|
Nov 14, 2022
Q3 2022
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-11.2K- 5.78% |
$623K - $749K
|
183K
$14.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-11.4K- 30.69% |
$632K - $759K
|
25.7K
$2.04M
|
|
|
Oct 07, 2022
Q3 2022
|
Flower City Capital
|
SELL
|
- |
-11.4K- 13.85% |
$636K - $764K
|
71.2K
$5.65M
|
|
|
Nov 02, 2022
Q3 2022
|
First National Trust CO
|
SELL
|
- |
-11.6K- 9.35% |
$646K - $777K
|
113K
$8.95M
|
|
|
Nov 10, 2022
Q3 2022
|
Cavalier Investments, LLC
|
SELL
|
- |
-11.8K- 8.0% |
$654K - $786K
|
135K
$10.7M
|
|
|
Oct 31, 2022
Q3 2022
|
First National Bank Of South Miami
|
SELL
|
- |
-11.8K- 6.08% |
$655K - $788K
|
182K
$14.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-12.1K- 29.44% |
$674K - $810K
|
29.1K
$2.31M
|
|
|
Nov 08, 2022
Q3 2022
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-12.3K- 9.59% |
$681K - $818K
|
116K
$9.16M
|
|
|
Nov 09, 2022
Q3 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-12.6K- 23.54% |
$698K - $838K
|
40.8K
$3.24M
|
|
|
Aug 13, 2024
Q3 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-12.6K- 33.28% |
$702K - $844K
|
25.4K
$2.01M
|
|
|
Nov 14, 2022
Q3 2022
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-12.7K- 31.51% |
$703K - $845K
|
27.5K
$2.18M
|
|
|
Nov 02, 2022
Q3 2022
|
Middleton & CO Inc
|
SELL
|
- |
-12.7K- 71.85% |
$704K - $846K
|
4.97K
$394K
|
|
|
Nov 14, 2022
Q3 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-13.1K- 22.73% |
$729K - $876K
|
44.6K
$3.54M
|
|
|
Oct 28, 2022
Q3 2022
|
Aspiriant, LLC
|
SELL
|
- |
-13.6K- 24.26% |
$754K - $906K
|
42.4K
$3.36M
|
|
|
Nov 10, 2022
Q3 2022
|
Jsf Financial, LLC
|
SELL
|
- |
-13.8K- 49.19% |
$766K - $921K
|
14.3K
$1.13M
|
|
|
Nov 10, 2022
Q3 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-13.9K- 1.85% |
$774K - $930K
|
741K
$58.7M
|
|
|
Oct 25, 2022
Q3 2022
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-14.1K- 32.05% |
$782K - $939K
|
29.8K
$2.37M
|
|
|
Oct 13, 2022
Q3 2022
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-14.6K- 8.06% |
$811K - $975K
|
167K
$13.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-14.9K- 37.36% |
$830K - $998K
|
25.1K
$1.99M
|
|
|
Nov 08, 2022
Q3 2022
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-15K- 20.09% |
$833K - $1M
|
59.7K
$4.73M
|
|
|
Nov 10, 2022
Q3 2022
|
Wealthgate Family Office, LLC
|
SELL
|
- |
-15K- 63.65% |
$833K - $1M
|
8.57K
$679K
|
|
|
Nov 08, 2022
Q3 2022
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-15.3K- 88.9% |
$849K - $1.02M
|
1.91K
$151K
|
|
|
Nov 10, 2022
Q3 2022
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-15.4K- 4.38% |
$854K - $1.03M
|
336K
$26.6M
|
|
|
Oct 14, 2022
Q3 2022
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-15.5K- 45.58% |
$859K - $1.03M
|
18.5K
$1.46M
|
|
|
Nov 10, 2022
Q3 2022
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-15.6K- 35.43% |
$868K - $1.04M
|
28.5K
$2.26M
|
|
|
Nov 14, 2022
Q3 2022
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-16K- 44.16% |
$888K - $1.07M
|
20.2K
$1.6M
|
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-16.3K- 23.44% |
$905K - $1.09M
|
53.2K
$4.22M
|
|
|
Nov 10, 2022
Q3 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-16.6K- 12.59% |
$920K - $1.11M
|
115K
$9.12M
|
|
|
Nov 14, 2022
Q3 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-17K- 26.66% |
$945K - $1.14M
|
46.8K
$3.71M
|
|
|
Nov 09, 2022
Q3 2022
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-17.1K- 6.18% |
$951K - $1.14M
|
260K
$20.6M
|
|
|
Nov 18, 2022
Q3 2022
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-17.2K- 3.62% |
$955K - $1.15M
|
457K
$36.2M
|
|
|
Oct 27, 2022
Q3 2022
|
Simmons Bank
|
SELL
|
- |
-17.2K- 10.26% |
$956K - $1.15M
|
151K
$11.9M
|
|
|
Dec 02, 2022
Q3 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-17.3K- 9.36% |
$961K - $1.16M
|
168K
$13.3M
|
|
|
Nov 09, 2022
Q3 2022
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-17.5K- 16.06% |
$974K - $1.17M
|
91.6K
$7.27M
|
|
|
Nov 14, 2022
Q3 2022
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-17.7K- 7.52% |
$982K - $1.18M
|
217K
$17.2M
|
|
|
Oct 31, 2022
Q3 2022
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-18K- 26.9% |
$997K - $1.2M
|
48.8K
$3.87M
|
|
|
Nov 14, 2022
Q3 2022
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-18.1K- 65.83% |
$1.01M - $1.21M
|
9.4K
$746K
|
|
|
Nov 09, 2022
Q3 2022
|
Edge Capital Group, LLC
|
SELL
|
- |
-18.1K- 16.68% |
$1.01M - $1.21M
|
90.5K
$7.18M
|
|
|
Nov 14, 2022
Q3 2022
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-18.2K- 6.4% |
$1.01M - $1.21M
|
265K
$21M
|
|
|
Oct 11, 2022
Q3 2022
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-18.2K- 7.47% |
$1.01M - $1.21M
|
225K
$17.9M
|