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 10, 2022
Q1 2022
|
Lion Street Advisors, LLC
|
SELL
|
- |
-3.73KClosed |
$249K - $297K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-3.77K- 9.54% |
$252K - $300K
|
35.7K
$2.78M
|
|
|
May 16, 2022
Q1 2022
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-3.85K- 5.79% |
$257K - $306K
|
62.6K
$4.87M
|
|
|
May 16, 2022
Q1 2022
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-3.95K- 51.61% |
$264K - $315K
|
3.7K
$289K
|
|
|
Apr 20, 2022
Q1 2022
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-3.95K- 37.41% |
$264K - $315K
|
6.61K
$515K
|
|
|
May 06, 2022
Q1 2022
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-4KClosed |
$267K - $318K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-4.02K- 14.74% |
$268K - $320K
|
23.2K
$1.81M
|
|
|
Apr 19, 2022
Q1 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-4.05K- 6.77% |
$271K - $323K
|
55.8K
$4.35M
|
|
|
May 04, 2022
Q1 2022
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-4.05KClosed |
$271K - $323K
|
0
$0
|
|
|
Aug 11, 2022
Q1 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-4.05K- 2.66% |
$271K - $323K
|
148K
$11.5M
|
|
|
Apr 13, 2022
Q1 2022
|
Webster Bank, N. A.
|
SELL
|
- |
-4.1K- 4.66% |
$274K - $327K
|
83.8K
$6.53M
|
|
|
May 05, 2022
Q1 2022
|
North Rock Partners, LLC
|
SELL
|
- |
-4.12K- 18.51% |
$276K - $328K
|
18.1K
$1.41M
|
|
|
Apr 25, 2022
Q1 2022
|
Ledyard National Bank
|
SELL
|
- |
-4.18K- 13.33% |
$279K - $333K
|
27.2K
$2.12M
|
|
|
May 10, 2022
Q1 2022
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-4.21K- 23.22% |
$281K - $335K
|
13.9K
$1.08M
|
|
|
Apr 12, 2022
Q1 2022
|
Solitude Financial Services
|
SELL
|
- |
-4.23KClosed |
$283K - $337K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-4.26K- 8.01% |
$285K - $340K
|
48.9K
$3.81M
|
|
|
May 12, 2022
Q1 2022
|
Citizens Financial Group Inc
|
SELL
|
- |
-4.29K- 0.57% |
$287K - $342K
|
746K
$58.1M
|
|
|
Apr 08, 2022
Q1 2022
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-4.34K- 5.18% |
$290K - $345K
|
79.4K
$6.18M
|
|
|
May 16, 2022
Q1 2022
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-4.34K- 7.37% |
$290K - $345K
|
54.5K
$4.25M
|
|
|
May 09, 2022
Q1 2022
|
Neumann Capital Management, LLC
|
SELL
|
- |
-4.42K- 2.58% |
$295K - $352K
|
167K
$13M
|
|
|
Apr 08, 2022
Q1 2022
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-4.42K- 42.32% |
$295K - $352K
|
6.02K
$469K
|
|
|
Nov 13, 2023
Q1 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-4.42K- 11.79% |
$296K - $352K
|
33.1K
$2.58M
|
|
|
Apr 20, 2022
Q1 2022
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-4.47K- 5.98% |
$299K - $356K
|
70.3K
$5.48M
|
|
|
Apr 26, 2022
Q1 2022
|
Arlington Financial Advisors, LLC
|
SELL
|
- |
-4.5KClosed |
$301K - $358K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Jennison Associates LLC
|
SELL
|
- |
-4.54KClosed |
$304K - $362K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Smh Capital Advisors Inc
|
SELL
|
- |
-4.56KClosed |
$305K - $363K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Cadence Bank Na
|
SELL
|
- |
-4.56K- 8.3% |
$305K - $363K
|
50.4K
$3.93M
|
|
|
May 03, 2022
Q1 2022
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-4.65K- 20.08% |
$311K - $370K
|
18.5K
$1.44M
|
|
|
May 12, 2022
Q1 2022
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-4.74K- 9.38% |
$316K - $377K
|
45.8K
$3.56M
|
|
|
Apr 15, 2022
Q1 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-4.75K- 24.49% |
$317K - $378K
|
14.6K
$1.14M
|
|
|
May 03, 2022
Q1 2022
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-4.76K- 60.78% |
$318K - $379K
|
3.07K
$239K
|
|
|
Apr 19, 2022
Q1 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-4.82K- 21.56% |
$322K - $384K
|
17.5K
$1.37M
|
|
|
Apr 20, 2022
Q1 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-4.82KClosed |
$322K - $384K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-4.83K- 2.52% |
$323K - $385K
|
187K
$14.6M
|
|
|
May 10, 2022
Q1 2022
|
Provence Wealth Management Group
|
SELL
|
- |
-4.88KClosed |
$326K - $388K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
SELL
|
- |
-4.99K- 2.82% |
$334K - $398K
|
172K
$13.4M
|
|
|
Apr 28, 2022
Q1 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-5.01K- 8.45% |
$335K - $399K
|
54.3K
$4.23M
|
|
|
May 16, 2022
Q1 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-5.02K- 0.8% |
$336K - $400K
|
625K
$48.7M
|
|
|
Apr 19, 2022
Q1 2022
|
Lincoln Capital Corp
|
SELL
|
- |
-5.03KClosed |
$336K - $401K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Blankinship & Foster, LLC
Solana Beach, CA |
SELL
|
- |
-5.09K- 3.73% |
$340K - $406K
|
131K
$10.2M
|
|
|
Apr 26, 2022
Q1 2022
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-5.15K- 5.96% |
$344K - $410K
|
81.3K
$6.33M
|
|
|
May 16, 2022
Q1 2022
|
Essex Private Wealth Management, LLC
Topsfield, MA |
SELL
|
- |
-5.25K- 30.69% |
$351K - $418K
|
11.8K
$923K
|
|
|
Apr 20, 2022
Q1 2022
|
Wolf Group Capital Advisors
|
SELL
|
- |
-5.28KClosed |
$353K - $421K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Sandy Spring Bank
|
SELL
|
- |
-5.34K- 8.09% |
$357K - $426K
|
60.7K
$4.73M
|
|
|
Apr 28, 2022
Q1 2022
|
Townsquare Capital LLC
|
SELL
|
- |
-5.44K- 36.27% |
$364K - $433K
|
9.56K
$745K
|
|
|
May 02, 2022
Q1 2022
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-5.45K- 2.23% |
$364K - $434K
|
238K
$18.6M
|
|
|
May 20, 2022
Q1 2022
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-5.46K- 45.79% |
$365K - $435K
|
6.47K
$504K
|
|
|
Apr 08, 2022
Q1 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-5.47K- 0.54% |
$366K - $436K
|
1M
$78.1M
|
|
|
Apr 07, 2022
Q1 2022
|
Rvw Wealth, LLC
|
SELL
|
- |
-5.53K- 1.15% |
$369K - $440K
|
473K
$36.8M
|
|
|
May 11, 2022
Q1 2022
|
Coldstream Capital Management Inc
|
SELL
|
- |
-5.55K- 4.17% |
$371K - $442K
|
127K
$9.93M
|