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 11, 2022
Q1 2022
|
Stone X Group Inc.
|
SELL
|
- |
-17.2KClosed |
$1.15M - $1.37M
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-17.8KClosed |
$1.19M - $1.42M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-17.9K- 2.03% |
$1.2M - $1.43M
|
862K
$68M
|
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-18K- 45.49% |
$1.2M - $1.44M
|
21.6K
$1.7M
|
|
May 12, 2022
Q1 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-18K- 24.58% |
$1.2M - $1.44M
|
55.3K
$4.37M
|
|
Apr 20, 2022
Q1 2022
|
Stegner Investment Associates Inc.
|
SELL
|
- |
-18.4K- 31.53% |
$1.23M - $1.47M
|
40K
$3.16M
|
|
May 16, 2022
Q1 2022
|
Scs Capital Management LLC
Boston, MA |
SELL
|
- |
-18.8K- 3.52% |
$1.26M - $1.5M
|
517K
$40.8M
|
|
Apr 22, 2022
Q1 2022
|
Bank Of The West
|
SELL
|
- |
-18.8K- 9.6% |
$1.26M - $1.5M
|
177K
$14M
|
|
May 16, 2022
Q1 2022
|
Caxton Corp
Princeton, NJ |
SELL
|
- |
-19KClosed |
$1.27M - $1.51M
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-19K- 49.93% |
$1.27M - $1.52M
|
19.1K
$1.51M
|
|
May 16, 2022
Q1 2022
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-19.1K- 17.71% |
$1.28M - $1.52M
|
88.7K
$7.01M
|
|
May 12, 2022
Q1 2022
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-19.3KClosed |
$1.29M - $1.53M
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-19.4K- 2.62% |
$1.3M - $1.55M
|
722K
$57M
|
|
May 11, 2022
Q1 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-19.8K- 37.0% |
$1.32M - $1.57M
|
33.6K
$2.66M
|
|
May 12, 2022
Q1 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-19.8K- 3.61% |
$1.33M - $1.58M
|
530K
$41.9M
|
|
Apr 20, 2022
Q1 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-20.4K- 17.36% |
$1.37M - $1.63M
|
97.2K
$7.68M
|
|
May 16, 2022
Q1 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-20.8K- 8.27% |
$1.39M - $1.65M
|
230K
$18.2M
|
|
May 11, 2022
Q1 2022
|
William Blair Investment Management, LLC
Chicago, IL |
SELL
|
- |
-21K- 96.92% |
$1.4M - $1.67M
|
667
$52.7K
|
|
May 02, 2022
Q1 2022
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-21.2K- 6.57% |
$1.42M - $1.69M
|
301K
$23.8M
|
|
May 16, 2022
Q1 2022
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-21.4KClosed |
$1.43M - $1.7M
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-21.5K- 66.37% |
$1.44M - $1.71M
|
10.9K
$861K
|
|
May 04, 2022
Q1 2022
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-21.6K- 12.17% |
$1.44M - $1.72M
|
156K
$12.3M
|
|
Apr 18, 2022
Q1 2022
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-22.4K- 22.43% |
$1.5M - $1.78M
|
77.4K
$6.11M
|
|
Apr 22, 2022
Q1 2022
|
Umb Bank, N.A.
|
SELL
|
- |
-22.9K- 8.24% |
$1.53M - $1.82M
|
255K
$20.1M
|
|
May 13, 2022
Q1 2022
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-22.9K- 22.5% |
$1.53M - $1.83M
|
79K
$6.24M
|
|
Apr 20, 2022
Q1 2022
|
Marcum Wealth, LLC
|
SELL
|
- |
-23.2KClosed |
$1.55M - $1.85M
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-23.5K- 4.78% |
$1.57M - $1.87M
|
468K
$36.9M
|
|
May 16, 2022
Q1 2022
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-24.5KClosed |
$1.64M - $1.95M
|
0
$0
|
|
Aug 14, 2024
Q1 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-25K- 16.78% |
$1.67M - $1.99M
|
124K
$9.79M
|
|
May 16, 2022
Q1 2022
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-25.2K- 61.97% |
$1.68M - $2.01M
|
15.5K
$1.22M
|
|
May 13, 2022
Q1 2022
|
Clearbridge Investments, LLC
New York, NY |
SELL
|
- |
-25.3KClosed |
$1.69M - $2.02M
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-25.8K- 1.52% |
$1.72M - $2.05M
|
1.67M
$132M
|
|
May 03, 2022
Q1 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-26K- 28.05% |
$1.74M - $2.07M
|
66.6K
$5.26M
|
|
May 13, 2022
Q1 2022
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-26.3K- 79.99% |
$1.76M - $2.1M
|
6.59K
$521K
|
|
Apr 20, 2022
Q1 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-26.9K- 40.58% |
$1.8M - $2.14M
|
39.3K
$3.11M
|
|
Apr 15, 2022
Q1 2022
|
Domani Wealth, LLC
|
SELL
|
- |
-27.2K- 8.03% |
$1.82M - $2.16M
|
311K
$24.6M
|
|
May 13, 2022
Q1 2022
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
SELL
|
- |
-27.2K- 14.82% |
$1.82M - $2.17M
|
156K
$12.4M
|
|
May 16, 2022
Q1 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-27.3K- 22.02% |
$1.82M - $2.17M
|
96.7K
$7.64M
|
|
May 16, 2022
Q1 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-27.6KClosed |
$1.84M - $2.2M
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Us Financial Advisors, LLC
Braintree, MA |
SELL
|
- |
-27.6K- 13.44% |
$1.84M - $2.2M
|
178K
$14M
|
|
May 20, 2022
Q1 2022
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-27.9KClosed |
$1.87M - $2.22M
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-28.8K- 14.29% |
$1.93M - $2.3M
|
173K
$13.6M
|
|
May 06, 2022
Q1 2022
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-29.1K- 39.95% |
$1.95M - $2.32M
|
43.8K
$3.46M
|
|
May 10, 2022
Q1 2022
|
Swan Global Investments, LLC
Durango, CO |
SELL
|
- |
-29.6K- 6.97% |
$1.98M - $2.36M
|
395K
$31.2M
|
|
May 16, 2022
Q1 2022
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-29.9KClosed |
$2M - $2.39M
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-30.7KClosed |
$2.05M - $2.44M
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-31.2K- 47.59% |
$2.08M - $2.48M
|
34.3K
$2.71M
|
|
Apr 28, 2022
Q1 2022
|
Wall Capital Group, Inc.
|
SELL
|
- |
-31.4K- 13.7% |
$2.1M - $2.5M
|
198K
$15.6M
|
|
May 20, 2022
Q1 2022
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-32.5K- 29.64% |
$2.17M - $2.59M
|
77.1K
$6.09M
|
|
May 09, 2022
Q1 2022
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-32.8K- 28.25% |
$2.19M - $2.61M
|
83.2K
$6.57M
|