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 12, 2022
Q1 2022
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-1.4K- 17.71% |
$93.8K - $112K
|
6.52K
$515K
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-1.41KClosed |
$94.4K - $112K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Dearborn Partners LLC
|
SELL
|
- |
-1.41K- 22.95% |
$94.5K - $113K
|
4.75K
$375K
|
|
|
Apr 27, 2022
Q1 2022
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-1.42K- 16.95% |
$94.8K - $113K
|
6.95K
$549K
|
|
|
May 13, 2022
Q1 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-1.42K- 1.85% |
$95.2K - $113K
|
75.6K
$5.97M
|
|
|
May 12, 2022
Q1 2022
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-1.44K- 1.86% |
$95.9K - $114K
|
75.9K
$5.99M
|
|
|
May 06, 2022
Q1 2022
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-1.44K- 18.54% |
$96.1K - $115K
|
6.32K
$499K
|
|
|
May 06, 2022
Q1 2022
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-1.45K- 9.38% |
$96.6K - $115K
|
14K
$1.1M
|
|
|
May 06, 2022
Q1 2022
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-1.48K- 0.88% |
$99.1K - $118K
|
167K
$13.2M
|
|
|
May 10, 2022
Q1 2022
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-1.49K- 8.73% |
$99.4K - $118K
|
15.5K
$1.23M
|
|
|
May 06, 2022
Q1 2022
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-1.5K- 2.8% |
$100K - $119K
|
52K
$4.11M
|
|
|
Apr 13, 2022
Q1 2022
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-1.5K- 3.59% |
$100K - $119K
|
40.3K
$3.18M
|
|
|
May 09, 2022
Q1 2022
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1.5K- 4.48% |
$100K - $119K
|
31.9K
$2.52M
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.51K- 20.63% |
$101K - $120K
|
5.82K
$459K
|
|
|
May 16, 2022
Q1 2022
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-1.52K- 7.96% |
$101K - $121K
|
17.5K
$1.38M
|
|
|
May 03, 2022
Q1 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-1.52K- 11.59% |
$101K - $121K
|
11.6K
$913K
|
|
|
Apr 21, 2022
Q1 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-1.57K- 18.75% |
$105K - $125K
|
6.79K
$536K
|
|
|
May 09, 2022
Q1 2022
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-1.64K- 9.38% |
$109K - $130K
|
15.8K
$1.25M
|
|
|
May 10, 2022
Q1 2022
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-1.64K- 7.29% |
$110K - $131K
|
20.9K
$1.65M
|
|
|
Apr 12, 2022
Q1 2022
|
Ht Partners LLC
|
SELL
|
- |
-1.66K- 0.26% |
$111K - $132K
|
632K
$49.9M
|
|
|
Apr 14, 2022
Q1 2022
|
Financial Planners Of Cleveland, Inc.
Mayfield Heights, OH |
SELL
|
- |
-1.68K- 21.66% |
$112K - $134K
|
6.08K
$480K
|
|
|
Sep 13, 2022
Q1 2022
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-1.69K- 4.21% |
$113K - $135K
|
38.4K
$3.03M
|
|
|
Apr 04, 2022
Q1 2022
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-1.7K- 1.0% |
$114K - $136K
|
169K
$13.4M
|
|
|
May 16, 2022
Q1 2022
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-1.72K- 38.48% |
$115K - $137K
|
2.75K
$217K
|
|
|
May 12, 2022
Q1 2022
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-1.73K- 3.6% |
$115K - $138K
|
46.2K
$3.65M
|
|
|
May 09, 2022
Q1 2022
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-1.73K- 25.65% |
$116K - $138K
|
5.02K
$397K
|
|
|
Apr 14, 2022
Q1 2022
|
Charles Schwab Trust CO
|
SELL
|
- |
-1.74K- 9.64% |
$116K - $139K
|
16.3K
$1.29M
|
|
|
Apr 26, 2022
Q1 2022
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-1.75K- 26.26% |
$117K - $139K
|
4.91K
$388K
|
|
|
Apr 20, 2022
Q1 2022
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-1.76K- 13.19% |
$117K - $140K
|
11.6K
$913K
|
|
|
Aug 11, 2022
Q1 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1.76K- 13.73% |
$118K - $140K
|
11.1K
$873K
|
|
|
Apr 29, 2022
Q1 2022
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-1.77K- 27.71% |
$118K - $141K
|
4.62K
$364K
|
|
|
Apr 21, 2022
Q1 2022
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-1.8K- 21.32% |
$120K - $143K
|
6.64K
$525K
|
|
|
Apr 13, 2022
Q1 2022
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-1.81K- 4.62% |
$121K - $144K
|
37.4K
$2.96M
|
|
|
Apr 26, 2022
Q1 2022
|
Granite Bay Wealth Management, LLC
|
SELL
|
- |
-1.84K- 13.13% |
$123K - $147K
|
12.2K
$962K
|
|
|
Apr 27, 2022
Q1 2022
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-1.85K- 3.61% |
$124K - $148K
|
49.5K
$3.91M
|
|
|
May 11, 2022
Q1 2022
|
First Washington Corp
Seattle, WA |
SELL
|
- |
-1.87KClosed |
$125K - $149K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-1.88K- 1.12% |
$126K - $150K
|
166K
$13.1M
|
|
|
Apr 21, 2022
Q1 2022
|
Gfs Advisors, LLC
|
SELL
|
- |
-1.9K- 14.65% |
$127K - $152K
|
11.1K
$876K
|
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-1.92KClosed |
$129K - $153K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Clear Street Markets LLC
|
SELL
|
- |
-1.95K- 59.09% |
$130K - $155K
|
1.35K
$107K
|
|
|
May 04, 2022
Q1 2022
|
Bank Ozk
|
SELL
|
- |
-1.96K- 5.03% |
$131K - $156K
|
37K
$2.92M
|
|
|
May 02, 2022
Q1 2022
|
Xml Financial, LLC
|
SELL
|
- |
-1.97K- 4.64% |
$132K - $157K
|
40.4K
$3.19M
|
|
|
May 16, 2022
Q1 2022
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-1.99K- 1.7% |
$133K - $158K
|
115K
$9.06M
|
|
|
Apr 13, 2022
Q1 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.99K- 4.89% |
$133K - $158K
|
38.6K
$3.05M
|
|
|
May 10, 2022
Q1 2022
|
Mai Capital Management
|
SELL
|
- |
-1.99K- 0.7% |
$133K - $159K
|
282K
$22.2M
|
|
|
Apr 29, 2022
Q1 2022
|
Welch Group, LLC
|
SELL
|
- |
-2K- 25.28% |
$134K - $160K
|
5.92K
$468K
|
|
|
May 12, 2022
Q1 2022
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-2.01K- 26.65% |
$134K - $160K
|
5.53K
$436K
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-2.01KClosed |
$134K - $160K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Berkshire Bank
|
SELL
|
- |
-2.02K- 14.3% |
$135K - $161K
|
12.1K
$958K
|
|
|
Apr 28, 2022
Q1 2022
|
Tru Independence LLC
|
SELL
|
- |
-2.1K- 14.6% |
$140K - $167K
|
12.3K
$970K
|