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 |
---|---|---|---|---|---|---|---|
Apr 20, 2022
Q1 2022
|
Tfg Advisers LLC
|
BUY
|
- |
158+ 1.59% |
$10.6K - $12.6K
|
10.1K
$798K
|
|
May 12, 2022
Q1 2022
|
Staley Capital Advisers Inc
|
BUY
|
- |
157+ 0.34% |
$10.5K - $12.5K
|
46.8K
$3.69M
|
|
Apr 29, 2022
Q1 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
153+ 0.69% |
$10.2K - $12.2K
|
22.2K
$1.75M
|
|
Apr 29, 2022
Q1 2022
|
Nbt Bank N A
|
BUY
|
- |
145+ 0.23% |
$9.69K - $11.6K
|
64.5K
$5.09M
|
|
May 16, 2022
Q1 2022
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
145+ 2.8% |
$9.69K - $11.6K
|
5.32K
$420K
|
|
Apr 12, 2022
Q1 2022
|
Hya Advisors, Inc
|
BUY
|
- |
143+ 2.71% |
$9.56K - $11.4K
|
5.41K
$427K
|
|
Apr 12, 2022
Q1 2022
|
Pacifica Partners Inc.
|
BUY
|
- |
141+ 12.91% |
$9.42K - $11.2K
|
1.23K
$97.4K
|
|
May 02, 2022
Q1 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
141New |
$9.42K - $11.2K
|
141
$11.1K
|
|
May 16, 2022
Q1 2022
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
140+ 0.46% |
$9.36K - $11.2K
|
30.8K
$2.43M
|
|
May 11, 2022
Q1 2022
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
139+ 3.11% |
$9.29K - $11.1K
|
4.61K
$364K
|
|
May 12, 2022
Q1 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
137+ 0.51% |
$9.16K - $10.9K
|
27.2K
$2.15M
|
|
Apr 25, 2022
Q1 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
136+ 2.74% |
$9.09K - $10.8K
|
5.1K
$403K
|
|
May 10, 2022
Q1 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
136+ 1.35% |
$9.09K - $10.8K
|
10.2K
$809K
|
|
Apr 27, 2022
Q1 2022
|
Key F Inancial Inc
|
BUY
|
- |
131+ 727.78% |
$8.76K - $10.4K
|
149
$11.8K
|
|
May 27, 2022
Q1 2022
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
124+ 0.94% |
$8.29K - $9.88K
|
13.3K
$1.05M
|
|
Aug 13, 2024
Q1 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
120+ 0.32% |
$8.02K - $9.56K
|
37.6K
$2.97M
|
|
Apr 29, 2022
Q1 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
116+ 5.51% |
$7.75K - $9.24K
|
2.22K
$175K
|
|
May 06, 2022
Q1 2022
|
Private Management Group Inc
|
BUY
|
- |
115+ 4.3% |
$7.69K - $9.16K
|
2.79K
$220K
|
|
Apr 26, 2022
Q1 2022
|
Gs Investments, Inc.
|
BUY
|
- |
114+ 0.48% |
$7.62K - $9.08K
|
23.6K
$1.87M
|
|
May 05, 2022
Q1 2022
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
111+ 3.15% |
$7.42K - $8.84K
|
3.64K
$287K
|
|
Apr 13, 2022
Q1 2022
|
Private Wealth Group, LLC
|
BUY
|
- |
110+ 0.72% |
$7.35K - $8.76K
|
15.4K
$1.22M
|
|
May 04, 2022
Q1 2022
|
Trellis Advisors, LLC
|
BUY
|
- |
103+ 0.59% |
$6.88K - $8.2K
|
17.7K
$1.4M
|
|
May 05, 2022
Q1 2022
|
Brr Op Co, LLC
|
BUY
|
- |
102+ 1.0% |
$6.82K - $8.13K
|
10.3K
$814K
|
|
Apr 19, 2022
Q1 2022
|
Avity Investment Management Inc.
|
BUY
|
- |
100+ 0.87% |
$6.68K - $7.97K
|
11.6K
$919K
|
|
May 11, 2022
Q1 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
100+ 2.16% |
$6.68K - $7.97K
|
4.73K
$374K
|
|
May 13, 2022
Q1 2022
|
Interchange Capital Partners, LLC
|
BUY
|
- |
98+ 1.84% |
$6.55K - $7.81K
|
5.43K
$428K
|
|
May 16, 2022
Q1 2022
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
96+ 0.2% |
$6.42K - $7.65K
|
49K
$3.87M
|
|
May 05, 2022
Q1 2022
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
90+ 2.55% |
$6.02K - $7.17K
|
3.61K
$285K
|
|
May 16, 2022
Q1 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
90+ 7.15% |
$6.02K - $7.17K
|
1.35K
$107K
|
|
May 16, 2022
Q1 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
90+ 1.26% |
$6.02K - $7.17K
|
7.24K
$572K
|
|
May 12, 2022
Q1 2022
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
89+ 0.22% |
$5.95K - $7.09K
|
40.9K
$3.23M
|
|
May 12, 2022
Q1 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
86+ 126.47% |
$5.75K - $6.85K
|
154
$12.2K
|
|
Apr 13, 2022
Q1 2022
|
Carret Asset Management, LLC
|
BUY
|
- |
85+ 2.72% |
$5.68K - $6.77K
|
3.22K
$254K
|
|
May 13, 2022
Q1 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
85+ 32.95% |
$5.68K - $6.77K
|
343
$27.1K
|
|
May 16, 2022
Q1 2022
|
Smith Anglin Financial, LLC
|
BUY
|
- |
84+ 0.21% |
$5.61K - $6.69K
|
40.3K
$3.18M
|
|
May 05, 2022
Q1 2022
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
81+ 0.58% |
$5.41K - $6.45K
|
14.2K
$1.12M
|
|
Apr 05, 2022
Q1 2022
|
Fulton Bank, N.A.
|
BUY
|
- |
76+ 0.13% |
$5.08K - $6.05K
|
59.6K
$4.7M
|
|
Apr 05, 2022
Q1 2022
|
Appleton Partners Inc
|
BUY
|
- |
75+ 0.24% |
$5.01K - $5.97K
|
31.6K
$2.49M
|
|
May 13, 2022
Q1 2022
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
74+ 0.34% |
$4.95K - $5.89K
|
21.8K
$1.72M
|
|
May 11, 2023
Q1 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
73New |
$4.88K - $5.82K
|
73
$5.76K
|
|
May 03, 2022
Q1 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
71+ 1.3% |
$4.75K - $5.66K
|
5.52K
$436K
|
|
Apr 18, 2022
Q1 2022
|
Rede Wealth, LLC
|
BUY
|
- |
68+ 0.95% |
$4.55K - $5.42K
|
7.23K
$571K
|
|
May 09, 2022
Q1 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
66+ 0.78% |
$4.41K - $5.26K
|
8.56K
$676K
|
|
May 10, 2022
Q1 2022
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
63+ 0.85% |
$4.21K - $5.02K
|
7.5K
$593K
|
|
May 16, 2022
Q1 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
61+ 0.06% |
$4.08K - $4.86K
|
96.5K
$7.62M
|
|
Apr 20, 2022
Q1 2022
|
Howard Financial Services, Ltd.
|
BUY
|
- |
60+ 1.23% |
$4.01K - $4.78K
|
4.94K
$390K
|
|
Apr 21, 2022
Q1 2022
|
Busey Wealth Management
|
BUY
|
- |
57+ 0.17% |
$3.81K - $4.54K
|
33.9K
$2.68M
|
|
Apr 29, 2022
Q1 2022
|
Patton Fund Management, Inc.
|
BUY
|
- |
55+ 0.03% |
$3.68K - $4.38K
|
208K
$16.4M
|
|
Apr 18, 2022
Q1 2022
|
Hollencrest Capital Management
|
BUY
|
- |
50+ 0.09% |
$3.34K - $3.98K
|
55.9K
$4.41M
|
|
Apr 19, 2022
Q1 2022
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
48+ 0.18% |
$3.21K - $3.82K
|
27.2K
$2.14M
|