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 02, 2022
Q1 2022
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-22- 0.36% |
$1.47K - $1.75K
|
6.16K
$480K
|
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
SELL
|
- |
-23- 0.17% |
$1.54K - $1.83K
|
13.7K
$1.07M
|
|
|
Apr 19, 2022
Q1 2022
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-25- 0.43% |
$1.67K - $1.99K
|
5.81K
$452K
|
|
|
May 05, 2022
Q1 2022
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-25- 0.15% |
$1.67K - $1.99K
|
16.5K
$1.28M
|
|
|
Jul 10, 2024
Q1 2022
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-25- 0.63% |
$1.67K - $1.99K
|
3.92K
$305K
|
|
|
Apr 22, 2022
Q1 2022
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-26- 0.54% |
$1.74K - $2.07K
|
4.8K
$374K
|
|
|
Apr 08, 2022
Q1 2022
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-28- 0.04% |
$1.87K - $2.23K
|
62.6K
$4.88M
|
|
|
Apr 22, 2022
Q1 2022
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-30- 0.13% |
$2.01K - $2.39K
|
23.2K
$1.81M
|
|
|
May 10, 2022
Q1 2022
|
Redw Wealth LLC
|
SELL
|
- |
-33- 0.9% |
$2.21K - $2.63K
|
3.62K
$282K
|
|
|
Apr 25, 2022
Q1 2022
|
Patten & Patten Inc
|
SELL
|
- |
-33- 0.91% |
$2.21K - $2.63K
|
3.59K
$280K
|
|
|
May 10, 2022
Q1 2022
|
American Investment Services, Inc.
|
SELL
|
- |
-35- 0.79% |
$2.34K - $2.79K
|
4.42K
$344K
|
|
|
May 12, 2022
Q1 2022
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-35- 0.54% |
$2.34K - $2.79K
|
6.5K
$506K
|
|
|
May 16, 2022
Q1 2022
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-35- 0.85% |
$2.34K - $2.79K
|
4.07K
$317K
|
|
|
May 09, 2022
Q1 2022
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
SELL
|
- |
-38- 11.95% |
$2.54K - $3.03K
|
280
$21.8K
|
|
|
May 17, 2022
Q1 2022
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-38- 0.13% |
$2.54K - $3.03K
|
28.4K
$2.21M
|
|
|
Oct 17, 2024
Q1 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-39- 65.0% |
$2.61K - $3.11K
|
21
$1.64K
|
|
|
Apr 22, 2022
Q1 2022
|
Sfg Wealth Management, Llc.
|
SELL
|
- |
-40- 0.95% |
$2.67K - $3.19K
|
4.16K
$324K
|
|
|
May 12, 2022
Q1 2022
|
Arq Wealth Advisors, LLC
|
SELL
|
- |
-40- 0.91% |
$2.67K - $3.19K
|
4.33K
$338K
|
|
|
Apr 22, 2022
Q1 2022
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-43- 0.2% |
$2.87K - $3.43K
|
21.7K
$1.69M
|
|
|
May 03, 2022
Q1 2022
|
Steward Financial Group LLC
|
SELL
|
- |
-44- 34.38% |
$2.94K - $3.51K
|
84
$6.54K
|
|
|
May 04, 2022
Q1 2022
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-45- 0.46% |
$3.01K - $3.58K
|
9.65K
$752K
|
|
|
May 09, 2022
Q1 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-49- 1.76% |
$3.28K - $3.9K
|
2.73K
$213K
|
|
|
May 11, 2022
Q1 2022
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-50- 0.27% |
$3.34K - $3.98K
|
18.5K
$1.44M
|
|
|
May 09, 2022
Q1 2022
|
Albion Financial Group
|
SELL
|
- |
-52- 0.9% |
$3.48K - $4.14K
|
5.7K
$444K
|
|
|
May 03, 2022
Q1 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-54- 0.49% |
$3.61K - $4.3K
|
11.1K
$863K
|
|
|
May 12, 2022
Q1 2022
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-59- 0.69% |
$3.94K - $4.7K
|
8.44K
$657K
|
|
|
May 10, 2022
Q1 2022
|
Smith, Salley & Associates
|
SELL
|
- |
-60- 0.09% |
$4.01K - $4.78K
|
63.9K
$4.98M
|
|
|
Apr 21, 2022
Q1 2022
|
Successful Portfolios LLC
|
SELL
|
- |
-62- 1.34% |
$4.14K - $4.94K
|
4.55K
$355K
|
|
|
Apr 28, 2022
Q1 2022
|
Fusion Family Wealth LLC
|
SELL
|
- |
-65- 0.37% |
$4.34K - $5.18K
|
17.3K
$1.35M
|
|
|
May 13, 2022
Q1 2022
|
Cohen Lawrence B
Boston, MA |
SELL
|
- |
-65- 0.18% |
$4.34K - $5.18K
|
36.3K
$2.83M
|
|
|
May 12, 2022
Q1 2022
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-65- 0.48% |
$4.34K - $5.18K
|
13.4K
$1.04M
|
|
|
Apr 20, 2022
Q1 2022
|
Independent Wealth Network Inc.
|
SELL
|
- |
-66- 0.91% |
$4.41K - $5.26K
|
7.22K
$563K
|
|
|
May 09, 2022
Q1 2022
|
Burney CO
Reston, VA |
SELL
|
- |
-66- 0.62% |
$4.41K - $5.26K
|
10.5K
$819K
|
|
|
May 04, 2022
Q1 2022
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-67- 1.46% |
$4.48K - $5.34K
|
4.53K
$353K
|
|
|
Jun 08, 2022
Q1 2022
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-67Closed |
$4.48K - $5.34K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Simpli Fi, Inc.
|
SELL
|
- |
-70- 0.47% |
$4.68K - $5.58K
|
14.8K
$1.15M
|
|
|
May 13, 2022
Q1 2022
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-70- 0.87% |
$4.68K - $5.58K
|
7.99K
$622K
|
|
|
May 02, 2022
Q1 2022
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-70Closed |
$4.68K - $5.58K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-70- 0.25% |
$4.68K - $5.58K
|
27.7K
$2.16M
|
|
|
Apr 25, 2022
Q1 2022
|
Ti Trust, Inc
|
SELL
|
- |
-74- 1.04% |
$4.95K - $5.89K
|
7.03K
$548K
|
|
|
May 09, 2022
Q1 2022
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-75Closed |
$5.01K - $5.97K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-75- 0.93% |
$5.01K - $5.97K
|
8.01K
$624K
|
|
|
Apr 27, 2022
Q1 2022
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-75- 0.54% |
$5.01K - $5.97K
|
13.8K
$1.07M
|
|
|
May 03, 2022
Q1 2022
|
Oak Family Advisors, LLC
|
SELL
|
- |
-75- 0.84% |
$5.01K - $5.97K
|
8.9K
$693K
|
|
|
May 04, 2022
Q1 2022
|
Iron Financial, LLC
|
SELL
|
- |
-77- 1.34% |
$5.15K - $6.13K
|
5.65K
$440K
|
|
|
May 05, 2022
Q1 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-77- 1.82% |
$5.15K - $6.13K
|
4.15K
$323K
|
|
|
May 11, 2022
Q1 2022
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-79- 1.02% |
$5.28K - $6.29K
|
7.66K
$597K
|
|
|
May 03, 2022
Q1 2022
|
Goal Vest Advisory LLC
|
SELL
|
- |
-80- 3.89% |
$5.35K - $6.37K
|
1.98K
$154K
|
|
|
Apr 14, 2022
Q1 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-81Closed |
$5.41K - $6.45K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-83- 1.23% |
$5.55K - $6.61K
|
6.64K
$518K
|