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 26, 2022
Q1 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
47+ 1.47% |
$3.14K - $3.74K
|
3.25K
$253K
|
|
|
Jul 05, 2022
Q1 2022
|
Willner & Heller, LLC
|
BUY
|
- |
46+ 1.73% |
$3.07K - $3.66K
|
2.7K
$210K
|
|
|
May 05, 2022
Q1 2022
|
Compass Financial Advisors LLC
|
BUY
|
- |
46+ 0.39% |
$3.07K - $3.66K
|
11.7K
$913K
|
|
|
May 09, 2022
Q1 2022
|
Brookmont Capital Management
Dallas, TX |
BUY
|
- |
45+ 0.38% |
$3.01K - $3.58K
|
11.8K
$918K
|
|
|
May 11, 2022
Q1 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
45+ 0.89% |
$3.01K - $3.58K
|
5.08K
$396K
|
|
|
Apr 21, 2022
Q1 2022
|
Ballast Advisors LLC
|
BUY
|
- |
39+ 0.97% |
$2.61K - $3.11K
|
4.06K
$316K
|
|
|
May 05, 2022
Q1 2022
|
Uma Financial Services, Inc.
|
BUY
|
- |
38+ 0.23% |
$2.54K - $3.03K
|
16.3K
$1.27M
|
|
|
May 13, 2022
Q1 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
38+ 0.11% |
$2.54K - $3.03K
|
35.4K
$2.76M
|
|
|
Jun 17, 2022
Q1 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
38New |
$2.54K - $3.03K
|
38
$2.96K
|
|
|
Apr 18, 2022
Q1 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
35+ 0.17% |
$2.34K - $2.79K
|
20.3K
$1.58M
|
|
|
May 06, 2022
Q1 2022
|
Integrity Financial Corp
|
BUY
|
- |
34+ 18.78% |
$2.27K - $2.71K
|
215
$16.8K
|
|
|
Apr 26, 2022
Q1 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
32+ 110.34% |
$2.14K - $2.55K
|
61
$4.75K
|
|
|
Apr 12, 2022
Q1 2022
|
First American Trust, Fsb
|
BUY
|
- |
29+ 0.93% |
$1.94K - $2.31K
|
3.14K
$245K
|
|
|
May 06, 2022
Q1 2022
|
Camden Capital, LLC
|
BUY
|
- |
29+ 0.35% |
$1.94K - $2.31K
|
8.39K
$654K
|
|
|
Apr 15, 2022
Q1 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
27+ 0.19% |
$1.8K - $2.15K
|
13.9K
$1.08M
|
|
|
May 02, 2022
Q1 2022
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
27+ 0.65% |
$1.8K - $2.15K
|
4.21K
$328K
|
|
|
May 16, 2022
Q1 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
26+ 0.39% |
$1.74K - $2.07K
|
6.64K
$517K
|
|
|
May 16, 2022
Q1 2022
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
26+ 1.3% |
$1.74K - $2.07K
|
2.03K
$158K
|
|
|
Apr 20, 2022
Q1 2022
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
25+ 0.28% |
$1.67K - $1.99K
|
9.12K
$710K
|
|
|
Mar 12, 2024
Q1 2022
|
Executive Wealth Group LLC
Kirkland, WA |
BUY
|
- |
25+ 0.13% |
$1.67K - $1.99K
|
19.5K
$1.52M
|
|
|
Apr 20, 2022
Q1 2022
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
24+ 0.17% |
$1.6K - $1.91K
|
14.2K
$1.11M
|
|
|
May 03, 2022
Q1 2022
|
Firestone Capital Management
|
BUY
|
- |
23+ 0.13% |
$1.54K - $1.83K
|
18.4K
$1.43M
|
|
|
May 12, 2022
Q1 2022
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
23+ 0.15% |
$1.54K - $1.83K
|
15.4K
$1.2M
|
|
|
May 16, 2022
Q1 2022
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
23+ 0.19% |
$1.54K - $1.83K
|
12.1K
$946K
|
|
|
Apr 01, 2022
Q1 2022
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
20+ 0.16% |
$1.34K - $1.59K
|
12.4K
$969K
|
|
|
May 11, 2022
Q1 2022
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
19+ 0.2% |
$1.27K - $1.51K
|
9.3K
$725K
|
|
|
May 13, 2022
Q1 2022
|
Wealthgate Family Office, LLC
|
BUY
|
- |
16+ 0.05% |
$1.07K - $1.27K
|
34.9K
$2.72M
|
|
|
Aug 13, 2024
Q1 2022
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
16+ 0.34% |
$1.07K - $1.27K
|
4.75K
$370K
|
|
|
May 04, 2022
Q1 2022
|
Ma Private Wealth
|
BUY
|
- |
15+ 0.26% |
$1K - $1.19K
|
5.88K
$458K
|
|
|
May 05, 2022
Q1 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
15+ 0.15% |
$1K - $1.19K
|
9.94K
$774K
|
|
|
Apr 13, 2022
Q1 2022
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
14+ 0.21% |
$936 - $1.12K
|
6.79K
$529K
|
|
|
May 06, 2022
Q1 2022
|
Empirical Asset Management, LLC
|
BUY
|
- |
12+ 0.13% |
$802 - $956
|
9.1K
$709K
|
|
|
May 10, 2022
Q1 2022
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
12+ 0.13% |
$802 - $956
|
9.08K
$707K
|
|
|
May 12, 2022
Q1 2022
|
Hm Capital Management, LLC
Clayton, MO |
BUY
|
- |
11+ 0.25% |
$735 - $876
|
4.4K
$342K
|
|
|
Apr 21, 2022
Q1 2022
|
Hoese & CO LLP
|
BUY
|
- |
10+ 1.43% |
$668 - $797
|
710
$55.3K
|
|
|
Apr 22, 2022
Q1 2022
|
Bristlecone Advisors, LLC
|
BUY
|
- |
10+ 0.01% |
$668 - $797
|
89.8K
$7M
|
|
|
May 13, 2022
Q1 2022
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
10+ 0.22% |
$668 - $797
|
4.62K
$360K
|
|
|
Apr 21, 2022
Q1 2022
|
Elm Partners Management LLC
|
BUY
|
- |
9New |
$602 - $717
|
9
$701
|
|
|
May 11, 2022
Q1 2022
|
Delta Investment Management, LLC
|
BUY
|
- |
9+ 0.22% |
$602 - $717
|
4.04K
$314K
|
|
|
Sep 01, 2023
Q1 2022
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
9+ 0.17% |
$602 - $717
|
5.25K
$409K
|
|
|
Apr 28, 2022
Q1 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
8+ 0.08% |
$535 - $637
|
9.96K
$776K
|
|
|
Apr 11, 2022
Q1 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
7+ 0.02% |
$468 - $558
|
28.7K
$2.23M
|
|
|
Apr 19, 2022
Q1 2022
|
Ellevest, Inc.
|
BUY
|
- |
7+ 0.12% |
$468 - $558
|
5.85K
$456K
|
|
|
May 16, 2022
Q1 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
7+ 0.18% |
$468 - $558
|
3.85K
$300K
|
|
|
May 10, 2022
Q1 2022
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
7+ 0.21% |
$468 - $558
|
3.36K
$262K
|
|
|
Oct 13, 2022
Q1 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
7+ 0.18% |
$468 - $558
|
3.85K
$300K
|
|
|
Apr 29, 2022
Q1 2022
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
6+ 0.04% |
$401 - $478
|
14.1K
$1.1M
|
|
|
May 02, 2022
Q1 2022
|
Gsb Wealth Management, LLC
|
BUY
|
- |
6+ 0.17% |
$401 - $478
|
3.44K
$268K
|
|
|
Apr 28, 2022
Q1 2022
|
Merriman Wealth Management, LLC
|
BUY
|
- |
6+ 0.13% |
$401 - $478
|
4.51K
$351K
|
|
|
Apr 25, 2022
Q1 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
5+ 0.15% |
$334 - $398
|
3.26K
$254K
|