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 21, 2022
Q1 2022
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-166- 1.63% |
$11.1K - $13.2K
|
10K
$782K
|
|
May 05, 2022
Q1 2022
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-173- 1.22% |
$11.6K - $13.8K
|
14K
$1.09M
|
|
May 18, 2022
Q1 2022
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-174Closed |
$11.6K - $13.9K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-175- 0.4% |
$11.7K - $13.9K
|
43.5K
$3.39M
|
|
May 09, 2022
Q1 2022
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-175- 2.12% |
$11.7K - $13.9K
|
8.06K
$628K
|
|
May 02, 2022
Q1 2022
|
Telos Capital Management, Inc.
|
SELL
|
- |
-180- 2.45% |
$12K - $14.3K
|
7.18K
$559K
|
|
May 10, 2022
Q1 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-181- 4.51% |
$12.1K - $14.4K
|
3.83K
$298K
|
|
May 10, 2022
Q1 2022
|
Wambolt & Associates, LLC
|
SELL
|
- |
-183- 4.18% |
$12.2K - $14.6K
|
4.2K
$327K
|
|
Apr 14, 2022
Q1 2022
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-190- 5.34% |
$12.7K - $15.1K
|
3.37K
$262K
|
|
May 03, 2022
Q1 2022
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-191- 5.92% |
$12.8K - $15.2K
|
3.04K
$237K
|
|
Apr 18, 2022
Q1 2022
|
Rothschild Investment Corp
|
SELL
|
- |
-200- 0.77% |
$13.4K - $15.9K
|
25.8K
$2.01M
|
|
May 10, 2022
Q1 2022
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-200- 49.75% |
$13.4K - $15.9K
|
202
$15.7K
|
|
May 10, 2022
Q1 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-200Closed |
$13.4K - $15.9K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-200- 1.71% |
$13.4K - $15.9K
|
11.5K
$897K
|
|
May 10, 2022
Q1 2022
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-200- 1.38% |
$13.4K - $15.9K
|
14.3K
$1.12M
|
|
Apr 21, 2022
Q1 2022
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-203- 4.71% |
$13.6K - $16.2K
|
4.11K
$320K
|
|
May 04, 2022
Q1 2022
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-203- 6.17% |
$13.6K - $16.2K
|
3.09K
$241K
|
|
Apr 22, 2022
Q1 2022
|
Montecito Bank & Trust
|
SELL
|
- |
-204- 0.68% |
$13.6K - $16.3K
|
29.6K
$2.31M
|
|
May 05, 2022
Q1 2022
|
Fulcrum Capital LLC
|
SELL
|
- |
-204- 1.92% |
$13.6K - $16.3K
|
10.4K
$812K
|
|
Apr 14, 2022
Q1 2022
|
Thomasville National Bank
|
SELL
|
- |
-208- 1.05% |
$13.9K - $16.6K
|
19.5K
$1.52M
|
|
May 16, 2022
Q1 2022
|
Jmac Enterprises LLC
|
SELL
|
- |
-210- 0.36% |
$14K - $16.7K
|
58.7K
$4.57M
|
|
Apr 21, 2022
Q1 2022
|
Palisade Asset Management, LLC
|
SELL
|
- |
-210- 0.76% |
$14K - $16.7K
|
27.4K
$2.14M
|
|
May 16, 2022
Q1 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-214- 0.98% |
$14.3K - $17K
|
21.5K
$1.68M
|
|
May 12, 2022
Q1 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-215- 0.81% |
$14.4K - $17.1K
|
26.2K
$2.04M
|
|
May 12, 2022
Q1 2022
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-219- 2.38% |
$14.6K - $17.4K
|
8.98K
$700K
|
|
May 09, 2022
Q1 2022
|
Fiducient Advisors LLC
|
SELL
|
- |
-221- 4.5% |
$14.8K - $17.6K
|
4.69K
$365K
|
|
Apr 27, 2022
Q1 2022
|
Newport Capital Group, LLC
|
SELL
|
- |
-223- 0.83% |
$14.9K - $17.8K
|
26.6K
$2.07M
|
|
Apr 19, 2022
Q1 2022
|
Highland Capital Management, LLC
|
SELL
|
- |
-225- 1.66% |
$15K - $17.9K
|
13.3K
$1.04M
|
|
Apr 27, 2022
Q1 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-225- 0.65% |
$15K - $17.9K
|
34.4K
$2.68M
|
|
May 13, 2022
Q1 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-230- 1.94% |
$15.4K - $18.3K
|
11.7K
$908K
|
|
May 05, 2022
Q1 2022
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-240- 1.04% |
$16K - $19.1K
|
22.9K
$1.78M
|
|
Apr 18, 2022
Q1 2022
|
Lcm Capital Management Inc
|
SELL
|
- |
-242- 0.32% |
$16.2K - $19.3K
|
76.5K
$5.96M
|
|
May 16, 2022
Q1 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-242- 3.27% |
$16.2K - $19.3K
|
7.16K
$558K
|
|
Apr 26, 2022
Q1 2022
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-247- 2.57% |
$16.5K - $19.7K
|
9.37K
$730K
|
|
Apr 25, 2022
Q1 2022
|
Private Ocean, LLC
|
SELL
|
- |
-248- 0.81% |
$16.6K - $19.8K
|
30.3K
$2.36M
|
|
Apr 20, 2022
Q1 2022
|
Well Done, LLC
|
SELL
|
- |
-249- 1.75% |
$16.6K - $19.8K
|
14K
$1.09M
|
|
Apr 12, 2022
Q1 2022
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-250- 2.52% |
$16.7K - $19.9K
|
9.69K
$755K
|
|
Apr 22, 2022
Q1 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-251- 27.61% |
$16.8K - $20K
|
658
$51.3K
|
|
Apr 12, 2022
Q1 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-253- 2.71% |
$16.9K - $20.2K
|
9.1K
$709K
|
|
May 13, 2022
Q1 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-253Closed |
$16.9K - $20.2K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-254- 2.11% |
$17K - $20.2K
|
11.8K
$917K
|
|
Apr 28, 2022
Q1 2022
|
Barnett & Company, Inc.
|
SELL
|
- |
-270Closed |
$18K - $21.5K
|
0
$0
|
|
Apr 28, 2022
Q1 2022
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-270- 0.86% |
$18K - $21.5K
|
31.1K
$2.42M
|
|
May 11, 2022
Q1 2022
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-271- 3.62% |
$18.1K - $21.6K
|
7.21K
$562K
|
|
May 13, 2022
Q1 2022
|
Fca Corp
Houston, TX |
SELL
|
- |
-274- 2.27% |
$18.3K - $21.8K
|
11.8K
$918K
|
|
May 17, 2022
Q1 2022
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-276- 0.89% |
$18.4K - $22K
|
30.9K
$2.4M
|
|
May 13, 2022
Q1 2022
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-279- 0.41% |
$18.6K - $22.2K
|
67.1K
$5.23M
|
|
May 13, 2022
Q1 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-279- 3.66% |
$18.6K - $22.2K
|
7.35K
$573K
|
|
Apr 21, 2022
Q1 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-280- 4.31% |
$18.7K - $22.3K
|
6.21K
$484K
|
|
Apr 20, 2022
Q1 2022
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-285- 0.4% |
$19K - $22.7K
|
70.7K
$5.51M
|