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 10, 2022
Q1 2022
|
Horan Securities, Inc.
|
BUY
|
- |
5+ 0.42% |
$334 - $398
|
1.2K
$94.8K
|
|
|
May 10, 2022
Q1 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
5+ 0.18% |
$334 - $398
|
2.78K
$220K
|
|
|
May 04, 2022
Q1 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
5+ 0.17% |
$334 - $398
|
2.94K
$232K
|
|
|
May 03, 2022
Q1 2022
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
5+ 0.09% |
$334 - $398
|
5.46K
$431K
|
|
|
May 09, 2022
Q1 2022
|
Mc Cutchen Group LLC
|
BUY
|
- |
5+ 0.0% |
$334 - $398
|
129K
$10.2M
|
|
|
May 13, 2022
Q1 2022
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
5+ 0.13% |
$334 - $398
|
4K
$316K
|
|
|
Apr 11, 2022
Q1 2022
|
Apella Capital, LLC
|
BUY
|
- |
4+ 0.04% |
$267 - $319
|
9.53K
$753K
|
|
|
Apr 04, 2022
Q1 2022
|
Fc Advisory LLC
|
BUY
|
- |
4+ 0.09% |
$267 - $319
|
4.31K
$341K
|
|
|
Apr 13, 2022
Q1 2022
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
4+ 0.04% |
$267 - $319
|
9.01K
$712K
|
|
|
Apr 08, 2022
Q1 2022
|
Trilogy Capital Inc.
|
BUY
|
- |
4+ 0.04% |
$267 - $319
|
11.3K
$896K
|
|
|
Apr 18, 2022
Q1 2022
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
3+ 0.03% |
$201 - $239
|
10K
$790K
|
|
|
Apr 29, 2022
Q1 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
3+ 0.09% |
$201 - $239
|
3.2K
$253K
|
|
|
May 10, 2022
Q1 2022
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
3+ 0.05% |
$201 - $239
|
5.79K
$457K
|
|
|
May 13, 2022
Q1 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
3+ 0.04% |
$201 - $239
|
8.31K
$656K
|
|
|
Apr 22, 2022
Q1 2022
|
Hanson & Doremus Investment Management
|
BUY
|
- |
2+ 0.03% |
$134 - $159
|
5.87K
$464K
|
|
|
Apr 14, 2022
Q1 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
2+ 0.04% |
$134 - $159
|
4.68K
$369K
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Advisory Services, Inc.
|
BUY
|
- |
2New |
$134 - $159
|
2
$158
|
|
|
May 16, 2022
Q1 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
2+ 0.0% |
$134 - $159
|
46.2K
$3.65M
|
|
|
May 16, 2022
Q1 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
2+ 0.02% |
$134 - $159
|
13.1K
$1.04M
|
|
|
Apr 18, 2022
Q1 2022
|
New England Guild Wealth Advisors, Inc.
|
BUY
|
- |
1+ 0.0% |
$66.8 - $79.7
|
28.7K
$2.26M
|
|
|
Apr 20, 2022
Q1 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1+ 0.06% |
$66.8 - $79.7
|
1.58K
$125K
|
|
|
May 10, 2022
Q1 2022
|
Armor Investment Advisors, LLC
|
BUY
|
- |
1+ 0.04% |
$66.8 - $79.7
|
2.53K
$200K
|
|
|
Apr 15, 2022
Q1 2022
|
Resolute Financial, LLC
|
BUY
|
- |
1+ 0.02% |
$66.8 - $79.7
|
5.62K
$444K
|
|
|
May 05, 2022
Q1 2022
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$66.8 - $79.7
|
4.97K
$393K
|
|
|
May 05, 2022
Q1 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1+ 0.23% |
$66.8 - $79.7
|
429
$33.9K
|
|
|
Apr 19, 2022
Q1 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
1+ 0.02% |
$66.8 - $79.7
|
5.19K
$410K
|
|
|
May 17, 2022
Q1 2022
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
1+ 0.1% |
$66.8 - $79.7
|
968
$76.4K
|
|
|
May 16, 2022
Q1 2022
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-3- 0.07% |
$201 - $239
|
4.48K
$354K
|
|
|
May 13, 2022
Q1 2022
|
Asset Planning Corporation
|
SELL
|
- |
-3- 0.01% |
$201 - $239
|
55.6K
$4.39M
|
|
|
May 12, 2022
Q1 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-4- 0.18% |
$267 - $319
|
2.28K
$180K
|
|
|
May 11, 2022
Q1 2022
|
Ami Investment Management Inc
Kendallville, IN |
SELL
|
- |
-4- 0.09% |
$267 - $319
|
4.24K
$334K
|
|
|
May 13, 2022
Q1 2022
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-4- 0.01% |
$267 - $319
|
77.2K
$6.1M
|
|
|
Apr 13, 2022
Q1 2022
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-6- 0.04% |
$401 - $478
|
14.1K
$1.11M
|
|
|
Apr 25, 2022
Q1 2022
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-6- 0.1% |
$401 - $478
|
6.29K
$497K
|
|
|
May 16, 2022
Q1 2022
|
Iron Bridge Private Wealth, LLC
|
SELL
|
- |
-6Closed |
$401 - $478
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-6- 0.17% |
$401 - $478
|
3.43K
$271K
|
|
|
May 13, 2022
Q1 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-7- 0.1% |
$468 - $558
|
7.29K
$576K
|
|
|
Apr 12, 2022
Q1 2022
|
Eidelman Virant Capital
|
SELL
|
- |
-10- 0.16% |
$668 - $797
|
6.32K
$499K
|
|
|
May 25, 2022
Q1 2022
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-10- 0.08% |
$668 - $797
|
12.3K
$971K
|
|
|
May 02, 2022
Q1 2022
|
Spinnaker Trust
|
SELL
|
- |
-12- 0.24% |
$802 - $956
|
5.08K
$401K
|
|
|
Apr 20, 2022
Q1 2022
|
Ironwood Financial, LLC
|
SELL
|
- |
-13- 0.01% |
$869 - $1.04K
|
87.3K
$6.89M
|
|
|
Apr 27, 2022
Q1 2022
|
Hengehold Capital Management LLC
|
SELL
|
- |
-14- 0.04% |
$936 - $1.12K
|
39.9K
$3.15M
|
|
|
May 02, 2022
Q1 2022
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-15- 0.04% |
$1K - $1.19K
|
40.2K
$3.18M
|
|
|
May 13, 2022
Q1 2022
|
Keystone Financial Group
|
SELL
|
- |
-15- 0.42% |
$1K - $1.19K
|
3.58K
$283K
|
|
|
May 06, 2022
Q1 2022
|
Motco
|
SELL
|
- |
-17- 0.08% |
$1.14K - $1.35K
|
22.5K
$1.78M
|
|
|
May 04, 2022
Q1 2022
|
Reston Wealth Management LLC
|
SELL
|
- |
-18- 0.12% |
$1.2K - $1.43K
|
15.5K
$1.23M
|
|
|
Apr 20, 2022
Q1 2022
|
Objective Capital Management, LLC
|
SELL
|
- |
-19- 0.23% |
$1.27K - $1.51K
|
8.31K
$656K
|
|
|
Apr 26, 2022
Q1 2022
|
Toth Financial Advisory Corp
|
SELL
|
- |
-19- 12.42% |
$1.27K - $1.51K
|
134
$10.6K
|
|
|
Apr 21, 2022
Q1 2022
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-21- 0.09% |
$1.4K - $1.67K
|
24K
$1.9M
|