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 04, 2022
Q1 2022
|
Windsor Group LTD
|
SELL
|
- |
-1.01K- 4.75% |
$67.4K - $80.3K
|
20.2K
$1.57M
|
|
|
May 13, 2022
Q1 2022
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-1.02K- 2.26% |
$68.1K - $81.2K
|
44K
$3.43M
|
|
|
May 19, 2022
Q1 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-1.02K- 18.69% |
$68.2K - $81.3K
|
4.44K
$346K
|
|
|
May 04, 2022
Q1 2022
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-1.03K- 0.72% |
$68.6K - $81.7K
|
141K
$11M
|
|
|
May 10, 2022
Q1 2022
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.03K- 0.96% |
$68.6K - $81.8K
|
106K
$8.23M
|
|
|
May 16, 2022
Q1 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-1.05K- 1.69% |
$69.9K - $83.3K
|
60.7K
$4.73M
|
|
|
May 16, 2022
Q1 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-1.07K- 0.21% |
$71.3K - $84.9K
|
507K
$39.5M
|
|
|
Nov 18, 2022
Q1 2022
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-1.07K- 0.59% |
$71.7K - $85.4K
|
179K
$14M
|
|
|
May 02, 2022
Q1 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.07K- 15.07% |
$71.7K - $85.5K
|
6.05K
$471K
|
|
|
May 10, 2022
Q1 2022
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-1.09K- 1.04% |
$72.9K - $86.8K
|
104K
$8.1M
|
|
|
Apr 25, 2022
Q1 2022
|
Bailard, Inc.
|
SELL
|
- |
-1.1K- 1.77% |
$73.2K - $87.2K
|
60.7K
$4.73M
|
|
|
May 03, 2022
Q1 2022
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-1.1K- 1.58% |
$73.5K - $87.6K
|
68.7K
$5.35M
|
|
|
May 16, 2022
Q1 2022
|
Roger Wittlin Investment Advisory, LLC
|
SELL
|
- |
-1.1KClosed |
$73.7K - $87.9K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Camden National Bank
Camden, ME |
SELL
|
- |
-1.12K- 9.1% |
$74.7K - $89K
|
11.2K
$869K
|
|
|
May 09, 2022
Q1 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-1.14K- 2.19% |
$75.9K - $90.4K
|
50.8K
$3.96M
|
|
|
Apr 26, 2022
Q1 2022
|
Masso Torrence Wealth Management Inc.
|
SELL
|
- |
-1.14KClosed |
$75.9K - $90.5K
|
0
$0
|
|
|
Dec 18, 2023
Q1 2022
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-1.14K- 32.1% |
$75.9K - $90.5K
|
2.4K
$187K
|
|
|
Apr 25, 2022
Q1 2022
|
Welch & Forbes LLC
|
SELL
|
- |
-1.14K- 3.57% |
$76.1K - $90.7K
|
30.8K
$2.4M
|
|
|
Apr 13, 2022
Q1 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.15K- 10.8% |
$76.6K - $91.3K
|
9.47K
$738K
|
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-1.16K- 3.89% |
$77.7K - $92.6K
|
28.8K
$2.24M
|
|
|
May 10, 2022
Q1 2022
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-1.17K- 2.61% |
$77.9K - $92.8K
|
43.5K
$3.39M
|
|
|
May 12, 2022
Q1 2022
|
Bahl & Gaynor Inc
|
SELL
|
- |
-1.17K- 3.43% |
$78.1K - $93K
|
32.9K
$2.56M
|
|
|
May 17, 2022
Q1 2022
|
Maple Capital Management, Inc.
|
SELL
|
- |
-1.18K- 3.56% |
$78.8K - $93.9K
|
32K
$2.49M
|
|
|
Apr 05, 2024
Q1 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-1.18K- 3.43% |
$79.1K - $94.3K
|
33.3K
$2.6M
|
|
|
Apr 14, 2022
Q1 2022
|
Moller Financial Services
|
SELL
|
- |
-1.2K- 1.7% |
$79.9K - $95.3K
|
69.1K
$5.38M
|
|
|
Jan 19, 2023
Q1 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-1.2K- 9.27% |
$80.3K - $95.7K
|
11.8K
$916K
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Financial Services, Inc.
|
SELL
|
- |
-1.2K- 21.47% |
$80.4K - $95.8K
|
4.4K
$343K
|
|
|
Apr 19, 2022
Q1 2022
|
Chesapeake Wealth Management
|
SELL
|
- |
-1.21K- 1.47% |
$80.7K - $96.1K
|
80.7K
$6.29M
|
|
|
May 10, 2022
Q1 2022
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-1.21K- 8.85% |
$80.7K - $96.1K
|
12.4K
$968K
|
|
|
Apr 15, 2022
Q1 2022
|
City Holding CO
|
SELL
|
- |
-1.21K- 1.76% |
$81.1K - $96.7K
|
67.7K
$5.27M
|
|
|
Apr 14, 2022
Q1 2022
|
Flower City Capital
|
SELL
|
- |
-1.22K- 1.47% |
$81.7K - $97.3K
|
82.1K
$6.39M
|
|
|
Apr 27, 2022
Q1 2022
|
Wealthpoint, LLC
|
SELL
|
- |
-1.23K- 13.75% |
$82.4K - $98.2K
|
7.74K
$603K
|
|
|
May 05, 2022
Q1 2022
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-1.25K- 11.51% |
$83.5K - $99.5K
|
9.61K
$748K
|
|
|
May 05, 2022
Q1 2022
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-1.25K- 0.31% |
$83.6K - $99.7K
|
399K
$31.1M
|
|
|
Apr 14, 2022
Q1 2022
|
First Command Bank
|
SELL
|
- |
-1.26K- 22.29% |
$84.4K - $101K
|
4.4K
$343K
|
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-1.27K- 22.49% |
$84.6K - $101K
|
4.36K
$340K
|
|
|
May 04, 2022
Q1 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-1.27K- 1.32% |
$85K - $101K
|
95.3K
$7.43M
|
|
|
Apr 29, 2022
Q1 2022
|
North Star Asset Management Inc
|
SELL
|
- |
-1.28K- 11.74% |
$85.6K - $102K
|
9.63K
$750K
|
|
|
May 04, 2022
Q1 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.3K- 1.16% |
$86.9K - $104K
|
110K
$8.6M
|
|
|
May 16, 2022
Q1 2022
|
Southern Wealth Management, LLP
Dallas, TX |
SELL
|
- |
-1.31K- 14.62% |
$87.8K - $105K
|
7.67K
$598K
|
|
|
May 11, 2022
Q1 2022
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-1.32K- 1.97% |
$88.1K - $105K
|
65.7K
$5.12M
|
|
|
May 10, 2022
Q1 2022
|
Ascent Group, LLC
|
SELL
|
- |
-1.33K- 16.74% |
$88.6K - $106K
|
6.59K
$513K
|
|
|
May 03, 2022
Q1 2022
|
Peoples Bank
|
SELL
|
- |
-1.34K- 14.54% |
$89.3K - $106K
|
7.86K
$612K
|
|
|
May 13, 2022
Q1 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.34KClosed |
$89.5K - $107K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.35K- 13.41% |
$90K - $107K
|
8.7K
$678K
|
|
|
May 13, 2022
Q1 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.37K- 10.19% |
$91.7K - $109K
|
12.1K
$942K
|
|
|
Oct 18, 2024
Q1 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-1.39K- 18.66% |
$92.7K - $110K
|
6.05K
$471K
|
|
|
May 16, 2022
Q1 2022
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-1.39K- 9.21% |
$92.9K - $111K
|
13.7K
$1.07M
|
|
|
Apr 29, 2022
Q1 2022
|
West Bancorporation Inc
|
SELL
|
- |
-1.4K- 10.12% |
$93.2K - $111K
|
12.4K
$966K
|
|
|
Apr 22, 2022
Q1 2022
|
First National Bank Of Hutchinson
|
SELL
|
- |
-1.4K- 32.34% |
$93.6K - $112K
|
2.93K
$228K
|