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 06, 2022
Q1 2022
|
South State Corp
|
SELL
|
- |
-434- 3.13% |
$29K - $34.6K
|
13.5K
$1.06M
|
|
Apr 29, 2022
Q1 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-437- 14.98% |
$29.2K - $34.8K
|
2.48K
$196K
|
|
Apr 25, 2022
Q1 2022
|
Tfo Tdc, LLC
|
SELL
|
- |
-440- 9.54% |
$29.4K - $35.1K
|
4.17K
$329K
|
|
May 03, 2022
Q1 2022
|
Essex Savings Bank
|
SELL
|
- |
-442- 6.41% |
$29.5K - $35.2K
|
6.46K
$510K
|
|
Apr 07, 2022
Q1 2022
|
Mc Adam, LLC
|
SELL
|
- |
-456- 0.96% |
$30.5K - $36.3K
|
47K
$3.71M
|
|
May 12, 2022
Q1 2022
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-456- 6.33% |
$30.5K - $36.3K
|
6.74K
$532K
|
|
May 06, 2022
Q1 2022
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-461- 5.36% |
$30.8K - $36.7K
|
8.14K
$643K
|
|
May 03, 2022
Q1 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-461- 2.89% |
$30.8K - $36.7K
|
15.5K
$1.22M
|
|
Apr 28, 2022
Q1 2022
|
Acas, LLC
|
SELL
|
- |
-463- 1.74% |
$30.9K - $36.9K
|
26.1K
$2.06M
|
|
Apr 18, 2022
Q1 2022
|
First Citizens Financial Corp
|
SELL
|
- |
-474- 0.36% |
$31.7K - $37.8K
|
130K
$10.3M
|
|
May 11, 2022
Q1 2022
|
Ashfield Capital Partners, LLC
|
SELL
|
- |
-479- 1.25% |
$32K - $38.2K
|
38K
$3M
|
|
Jun 27, 2023
Q1 2022
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-479- 0.96% |
$32K - $38.2K
|
49.3K
$3.89M
|
|
May 04, 2022
Q1 2022
|
Windsor Capital Management, LLC
|
SELL
|
- |
-488- 2.16% |
$32.6K - $38.9K
|
22.1K
$1.74M
|
|
May 09, 2022
Q1 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-492- 10.32% |
$32.9K - $39.2K
|
4.28K
$338K
|
|
May 16, 2022
Q1 2022
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-496- 62.31% |
$33.2K - $39.5K
|
300
$23.7K
|
|
May 16, 2022
Q1 2022
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-498- 8.07% |
$33.3K - $39.7K
|
5.67K
$448K
|
|
Apr 27, 2022
Q1 2022
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-500- 5.1% |
$33.4K - $39.8K
|
9.31K
$735K
|
|
May 02, 2022
Q1 2022
|
Outfitter Financial LLC
|
SELL
|
- |
-500Closed |
$33.4K - $39.8K
|
0
$0
|
|
May 06, 2022
Q1 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-500- 2.48% |
$33.4K - $39.8K
|
19.6K
$1.55M
|
|
Apr 28, 2022
Q1 2022
|
Madden Securities Corp
|
SELL
|
- |
-500- 13.05% |
$33.4K - $39.8K
|
3.33K
$263K
|
|
May 12, 2022
Q1 2022
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-500- 17.79% |
$33.4K - $39.8K
|
2.31K
$182K
|
|
Apr 11, 2022
Q1 2022
|
Legacy Private Trust Co.
|
SELL
|
- |
-503- 8.23% |
$33.6K - $40.1K
|
5.61K
$443K
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-508- 34.89% |
$34K - $40.5K
|
948
$74.9K
|
|
May 16, 2022
Q1 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-508- 6.94% |
$34K - $40.5K
|
6.81K
$538K
|
|
May 12, 2022
Q1 2022
|
Antonetti Capital Management LLC
|
SELL
|
- |
-510- 53.13% |
$34.1K - $40.6K
|
450
$35.5K
|
|
May 04, 2022
Q1 2022
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-517- 0.67% |
$34.6K - $41.2K
|
77.2K
$6.1M
|
|
May 04, 2022
Q1 2022
|
Arcus Capital Partners, LLC
|
SELL
|
- |
-527- 1.18% |
$35.2K - $42K
|
43.9K
$3.47M
|
|
Apr 14, 2022
Q1 2022
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-533- 2.06% |
$35.6K - $42.5K
|
25.4K
$2M
|
|
May 09, 2022
Q1 2022
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-536- 9.53% |
$35.8K - $42.7K
|
5.09K
$402K
|
|
May 11, 2022
Q1 2022
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-540Closed |
$36.1K - $43K
|
0
$0
|
|
Aug 12, 2022
Q1 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-542- 3.58% |
$36.2K - $43.2K
|
14.6K
$1.15M
|
|
May 09, 2022
Q1 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-546- 0.9% |
$36.5K - $43.5K
|
59.9K
$4.73M
|
|
Apr 29, 2022
Q1 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-555- 8.44% |
$37.1K - $44.2K
|
6.02K
$475K
|
|
May 11, 2022
Q1 2022
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-559- 9.88% |
$37.4K - $44.5K
|
5.1K
$403K
|
|
Apr 18, 2022
Q1 2022
|
Ml & R Wealth Management LLC
|
SELL
|
- |
-563- 1.73% |
$37.6K - $44.8K
|
32.1K
$2.53M
|
|
May 12, 2022
Q1 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-567- 5.63% |
$37.9K - $45.2K
|
9.5K
$750K
|
|
Apr 21, 2022
Q1 2022
|
Cordasco Financial Network
|
SELL
|
- |
-577- 4.61% |
$38.6K - $46K
|
11.9K
$944K
|
|
Apr 26, 2022
Q1 2022
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-579- 8.06% |
$38.7K - $46.1K
|
6.6K
$521K
|
|
May 16, 2022
Q1 2022
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-590- 11.79% |
$39.4K - $47K
|
4.41K
$349K
|
|
May 04, 2022
Q1 2022
|
Northeast Investment Management
|
SELL
|
- |
-591- 3.38% |
$39.5K - $47.1K
|
16.9K
$1.33M
|
|
Apr 07, 2022
Q1 2022
|
Acg Wealth
|
SELL
|
- |
-599- 10.86% |
$40K - $47.7K
|
4.92K
$388K
|
|
Apr 26, 2022
Q1 2022
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-600- 13.36% |
$40.1K - $47.8K
|
3.89K
$307K
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-600Closed |
$40.1K - $47.8K
|
0
$0
|
|
Apr 22, 2022
Q1 2022
|
Monte Financial Group, LLC
|
SELL
|
- |
-600- 4.59% |
$40.1K - $47.8K
|
12.5K
$986K
|
|
May 02, 2022
Q1 2022
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-600- 6.04% |
$40.1K - $47.8K
|
9.33K
$736K
|
|
Apr 25, 2022
Q1 2022
|
Wp Advisors, LLC
|
SELL
|
- |
-624- 10.56% |
$41.7K - $49.7K
|
5.29K
$418K
|
|
May 04, 2022
Q1 2022
|
Coastline Trust CO
|
SELL
|
- |
-632- 0.9% |
$42.2K - $50.3K
|
69.6K
$5.49M
|
|
Apr 06, 2022
Q1 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-633- 1.09% |
$42.3K - $50.4K
|
57.4K
$4.53M
|
|
May 13, 2022
Q1 2022
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-636- 5.23% |
$42.5K - $50.7K
|
11.5K
$910K
|
|
May 13, 2022
Q1 2022
|
St. Louis Trust CO
|
SELL
|
- |
-650- 0.53% |
$43.4K - $51.8K
|
122K
$9.62M
|