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 08, 2022
Q1 2022
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-2.12K- 14.17% |
$142K - $169K
|
12.8K
$1M
|
|
May 04, 2022
Q1 2022
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-2.12K- 4.87% |
$142K - $169K
|
41.5K
$3.23M
|
|
Apr 18, 2022
Q1 2022
|
Central Bank & Trust CO
|
SELL
|
- |
-2.13K- 1.53% |
$142K - $169K
|
137K
$10.6M
|
|
May 04, 2022
Q1 2022
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-2.14KClosed |
$143K - $171K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-2.23KClosed |
$149K - $178K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
West Coast Financial LLC
|
SELL
|
- |
-2.28K- 21.06% |
$152K - $182K
|
8.54K
$666K
|
|
May 09, 2022
Q1 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-2.31K- 23.14% |
$155K - $184K
|
7.68K
$599K
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO
|
SELL
|
- |
-2.33K- 1.16% |
$156K - $186K
|
199K
$15.5M
|
|
Apr 06, 2022
Q1 2022
|
Hall Laurie J Trustee
|
SELL
|
- |
-2.34K- 8.2% |
$156K - $186K
|
26.2K
$2.04M
|
|
Jul 31, 2024
Q1 2022
|
First American Bank
Dundee, IL |
SELL
|
- |
-2.36K- 32.28% |
$158K - $188K
|
4.95K
$386K
|
|
Apr 12, 2022
Q1 2022
|
Private Trust CO Na
|
SELL
|
- |
-2.46K- 5.26% |
$164K - $196K
|
44.3K
$3.45M
|
|
Apr 06, 2022
Q1 2022
|
Telemus Capital, LLC
|
SELL
|
- |
-2.47K- 3.84% |
$165K - $197K
|
61.9K
$4.82M
|
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.51K- 8.64% |
$168K - $200K
|
26.6K
$2.07M
|
|
Apr 28, 2022
Q1 2022
|
Financial Counselors Inc
|
SELL
|
- |
-2.52K- 2.15% |
$169K - $201K
|
115K
$8.96M
|
|
May 18, 2022
Q1 2022
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-2.54K- 2.16% |
$170K - $202K
|
115K
$8.98M
|
|
May 02, 2022
Q1 2022
|
Lvw Advisors, LLC
|
SELL
|
- |
-2.54KClosed |
$170K - $203K
|
0
$0
|
|
Apr 08, 2022
Q1 2022
|
Planned Solutions, Inc.
|
SELL
|
- |
-2.55KClosed |
$171K - $203K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-2.56KClosed |
$171K - $204K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Financial Life Advisors
|
SELL
|
- |
-2.57KClosed |
$171K - $204K
|
0
$0
|
|
May 18, 2022
Q1 2022
|
Connors Investor Services Inc
Wyomissing, PA |
SELL
|
- |
-2.57K- 3.41% |
$171K - $204K
|
72.8K
$5.67M
|
|
Apr 08, 2022
Q1 2022
|
First National Bank Sioux Falls
|
SELL
|
- |
-2.57KClosed |
$172K - $205K
|
0
$0
|
|
Apr 21, 2022
Q1 2022
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-2.58KClosed |
$173K - $206K
|
0
$0
|
|
Apr 06, 2022
Q1 2022
|
First Hawaiian Bank
|
SELL
|
- |
-2.58K- 0.84% |
$173K - $206K
|
306K
$23.9M
|
|
May 16, 2022
Q1 2022
|
Independent Family Office, LLC
|
SELL
|
- |
-2.59KClosed |
$173K - $206K
|
0
$0
|
|
Apr 18, 2022
Q1 2022
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-2.59K- 6.63% |
$173K - $207K
|
36.5K
$2.84M
|
|
Apr 06, 2022
Q1 2022
|
Murphy Capital Management Inc
|
SELL
|
- |
-2.6K- 12.46% |
$173K - $207K
|
18.2K
$1.42M
|
|
Apr 29, 2022
Q1 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-2.6K- 26.52% |
$173K - $207K
|
7.19K
$560K
|
|
Apr 19, 2022
Q1 2022
|
Apexium Financial, LP
|
SELL
|
- |
-2.61KClosed |
$175K - $208K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-2.62K- 12.91% |
$175K - $209K
|
17.7K
$1.38M
|
|
May 12, 2022
Q1 2022
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-2.63KClosed |
$176K - $209K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-2.63K- 4.02% |
$176K - $209K
|
62.8K
$4.89M
|
|
May 16, 2022
Q1 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.65KClosed |
$177K - $211K
|
0
$0
|
|
May 23, 2024
Q1 2022
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-2.66K- 3.51% |
$178K - $212K
|
73.1K
$5.7M
|
|
May 09, 2022
Q1 2022
|
Parthenon LLC
|
SELL
|
- |
-2.67KClosed |
$178K - $213K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-2.68K- 29.43% |
$179K - $214K
|
6.43K
$501K
|
|
Apr 29, 2022
Q1 2022
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-2.69KClosed |
$180K - $214K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-2.69K- 2.25% |
$180K - $214K
|
117K
$9.1M
|
|
May 10, 2022
Q1 2022
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-2.7KClosed |
$180K - $215K
|
0
$0
|
|
May 11, 2022
Q1 2022
|
Coco Enterprises, LLC
Whitefish, MT |
SELL
|
- |
-2.7KClosed |
$180K - $215K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Belmont Capital, LLC
|
SELL
|
- |
-2.7K- 2.03% |
$180K - $215K
|
131K
$10.2M
|
|
Apr 26, 2022
Q1 2022
|
First National Corp
|
SELL
|
- |
-2.7KClosed |
$181K - $215K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-2.71K- 5.16% |
$181K - $216K
|
49.8K
$3.88M
|
|
Apr 08, 2022
Q1 2022
|
Nikulski Financial, Inc.
|
SELL
|
- |
-2.73KClosed |
$182K - $217K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-2.74K- 4.54% |
$183K - $218K
|
57.7K
$4.49M
|
|
May 10, 2022
Q1 2022
|
Buckhead Capital Management LLC
|
SELL
|
- |
-2.75KClosed |
$184K - $219K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Select Asset Management & Trust
Mechanicsburg, PA |
SELL
|
- |
-2.76KClosed |
$184K - $220K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-2.77KClosed |
$185K - $220K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-2.77KClosed |
$185K - $221K
|
0
$0
|
|
Apr 07, 2022
Q1 2022
|
Woodstock Corp
|
SELL
|
- |
-2.78K- 4.64% |
$186K - $222K
|
57.2K
$4.45M
|
|
Apr 14, 2022
Q1 2022
|
Cabot Wealth Management Inc
|
SELL
|
- |
-2.81KClosed |
$188K - $224K
|
0
$0
|