Purchases and Sales Made in Q1 2022 in Ishares Tr Msci Eafe ETF (EFA)
This table provides information about the institutional ownership of Ishares Tr Msci Eafe ETF (EFA) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
May 05, 2022
Q1 2022
|
Inverness Counsel LLC
|
BUY
|
- |
366+ 5.97% |
$24.5K - $29.2K
|
6.49K
$506K
|
|
|
May 10, 2022
Q1 2022
|
Fishman Jay A LTD
Troy, MI |
BUY
|
- |
350+ 1.59% |
$23.4K - $27.9K
|
22.3K
$1.74M
|
|
|
Apr 20, 2022
Q1 2022
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
346+ 2.42% |
$23.1K - $27.6K
|
14.6K
$1.14M
|
|
|
May 10, 2022
Q1 2022
|
Rain Capital Management, LLC
Lake Oswego, OR |
BUY
|
- |
342+ 0.73% |
$22.9K - $27.2K
|
46.9K
$3.65M
|
|
|
May 12, 2022
Q1 2022
|
True North Advisors, LLC
|
BUY
|
- |
339+ 6.78% |
$22.7K - $27K
|
5.34K
$416K
|
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
335+ 2.05% |
$22.4K - $26.7K
|
16.7K
$1.3M
|
|
|
May 03, 2022
Q1 2022
|
Wolff Financial Management LLC
|
BUY
|
- |
321+ 0.69% |
$21.5K - $25.6K
|
46.7K
$3.64M
|
|
|
May 16, 2022
Q1 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
316+ 100.0% |
$21.1K - $25.2K
|
632
$49.2K
|
|
|
May 09, 2022
Q1 2022
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
313+ 1.23% |
$20.9K - $24.9K
|
25.8K
$2.01M
|
|
|
Apr 29, 2022
Q1 2022
|
Garner Asset Management Corp
|
BUY
|
- |
309+ 5.31% |
$20.7K - $24.6K
|
6.13K
$477K
|
|
|
Apr 22, 2022
Q1 2022
|
Pacific Financial Group Inc
|
BUY
|
- |
305+ 6.62% |
$20.4K - $24.3K
|
4.91K
$383K
|
|
|
May 13, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
305+ 3.13% |
$20.4K - $24.3K
|
10K
$783K
|
|
|
May 12, 2022
Q1 2022
|
Principle Wealth Partners LLC
|
BUY
|
- |
298+ 9.77% |
$19.9K - $23.7K
|
3.35K
$261K
|
|
|
Apr 14, 2022
Q1 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
295+ 4.66% |
$19.7K - $23.5K
|
6.63K
$516K
|
|
|
Apr 27, 2022
Q1 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
291+ 7.73% |
$19.5K - $23.2K
|
4.06K
$316K
|
|
|
Apr 29, 2022
Q1 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
285+ 8.15% |
$19K - $22.7K
|
3.78K
$295K
|
|
|
May 05, 2022
Q1 2022
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
285+ 4.37% |
$19K - $22.7K
|
6.81K
$531K
|
|
|
May 13, 2022
Q1 2022
|
Journey Advisory Group, LLC
|
BUY
|
- |
281+ 1.68% |
$18.8K - $22.4K
|
17K
$1.33M
|
|
|
Apr 13, 2022
Q1 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
BUY
|
- |
280+ 5.43% |
$18.7K - $22.3K
|
5.43K
$423K
|
|
|
May 06, 2022
Q1 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
278+ 0.54% |
$18.6K - $22.1K
|
51.7K
$4.03M
|
|
|
Apr 19, 2022
Q1 2022
|
Grandfield & Dodd, LLC
|
BUY
|
- |
275+ 5.3% |
$18.4K - $21.9K
|
5.46K
$425K
|
|
|
Apr 29, 2022
Q1 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
269+ 7.86% |
$18K - $21.4K
|
3.69K
$288K
|
|
|
Apr 15, 2022
Q1 2022
|
Peoples Financial Services Corp.
|
BUY
|
- |
268+ 5.25% |
$17.9K - $21.3K
|
5.37K
$418K
|
|
|
May 09, 2022
Q1 2022
|
Parsec Financial Management, Inc.
|
BUY
|
- |
260+ 1.23% |
$17.4K - $20.7K
|
21.5K
$1.67M
|
|
|
May 09, 2022
Q1 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
251+ 2.39% |
$16.8K - $20K
|
10.8K
$838K
|
|
|
Apr 21, 2022
Q1 2022
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
250+ 3571.43% |
$16.7K - $19.9K
|
257
$20K
|
|
|
May 16, 2022
Q1 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
250+ 8.81% |
$16.7K - $19.9K
|
3.09K
$241K
|
|
|
Apr 19, 2022
Q1 2022
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
241+ 1.41% |
$16.1K - $19.2K
|
17.3K
$1.35M
|
|
|
May 12, 2022
Q1 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
232+ 0.12% |
$15.5K - $18.5K
|
193K
$15M
|
|
|
May 06, 2022
Q1 2022
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
223+ 1.39% |
$14.9K - $17.8K
|
16.3K
$1.27M
|
|
|
May 13, 2022
Q1 2022
|
Decatur Capital Management, Inc.
Decatur, GA |
BUY
|
- |
222+ 3.78% |
$14.8K - $17.7K
|
6.1K
$475K
|
|
|
Apr 11, 2022
Q1 2022
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
220+ 1.09% |
$14.7K - $17.5K
|
20.5K
$1.59M
|
|
|
Apr 28, 2022
Q1 2022
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
220+ 0.87% |
$14.7K - $17.5K
|
25.5K
$1.99M
|
|
|
Apr 19, 2022
Q1 2022
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
217+ 0.98% |
$14.5K - $17.3K
|
22.3K
$1.74M
|
|
|
May 11, 2022
Q1 2022
|
Hbc Financial Services, Pllc
|
BUY
|
- |
215+ 5.37% |
$14.4K - $17.1K
|
4.22K
$329K
|
|
|
May 10, 2022
Q1 2022
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
211+ 0.53% |
$14.1K - $16.8K
|
40.1K
$3.13M
|
|
|
Apr 12, 2022
Q1 2022
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
211+ 5.43% |
$14.1K - $16.8K
|
4.1K
$319K
|
|
|
Apr 11, 2022
Q1 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
203+ 1015.0% |
$13.6K - $16.2K
|
223
$17.4K
|
|
|
Apr 20, 2022
Q1 2022
|
Jgp Wealth Management, LLC
|
BUY
|
- |
200+ 6.3% |
$13.4K - $15.9K
|
3.37K
$263K
|
|
|
Apr 27, 2022
Q1 2022
|
American Financial Advisors, LLC
|
BUY
|
- |
199+ 0.49% |
$13.3K - $15.9K
|
40.8K
$3.18M
|
|
|
Apr 28, 2022
Q1 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
197+ 3.8% |
$13.2K - $15.7K
|
5.38K
$419K
|
|
|
Apr 12, 2022
Q1 2022
|
Caprock Group, Inc.
|
BUY
|
- |
193+ 0.42% |
$12.9K - $15.4K
|
45.7K
$3.56M
|
|
|
May 11, 2022
Q1 2022
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
193+ 0.34% |
$12.9K - $15.4K
|
57.7K
$4.49M
|
|
|
Apr 14, 2022
Q1 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
188+ 8.95% |
$12.6K - $15K
|
2.29K
$178K
|
|
|
Apr 29, 2022
Q1 2022
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
182+ 0.89% |
$12.2K - $14.5K
|
20.5K
$1.6M
|
|
|
Apr 04, 2022
Q1 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
179+ 6.25% |
$12K - $14.3K
|
3.04K
$237K
|
|
|
Apr 18, 2022
Q1 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
178+ 2.02% |
$11.9K - $14.2K
|
8.97K
$699K
|
|
|
May 09, 2022
Q1 2022
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
175+ 3.83% |
$11.7K - $13.9K
|
4.74K
$369K
|
|
|
May 16, 2022
Q1 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
169+ 0.88% |
$11.3K - $13.5K
|
19.3K
$1.51M
|
|
|
Apr 07, 2022
Q1 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
158+ 2.05% |
$10.6K - $12.6K
|
7.87K
$613K
|