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
|
Brio Consultants, LLC
|
BUY
|
- |
58.8K+ 9.68% |
$3.93M - $4.69M
|
667K
$51.7M
|
|
|
May 13, 2022
Q1 2022
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
58.4K+ 14.83% |
$3.9M - $4.65M
|
452K
$35M
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
55.1K+ 2.67% |
$3.68M - $4.39M
|
2.12M
$164M
|
|
|
May 13, 2022
Q1 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
54.6K+ 4.61% |
$3.65M - $4.35M
|
1.24M
$96.1M
|
|
|
Aug 12, 2022
Q1 2022
|
Warwick Investment Management, Inc.
|
BUY
|
- |
54.6K+ 216.35% |
$3.65M - $4.35M
|
79.8K
$6.19M
|
|
|
Apr 25, 2022
Q1 2022
|
Wood Trust Financial Corp
|
BUY
|
- |
54.3K+ 10.4% |
$3.63M - $4.33M
|
577K
$44.7M
|
|
|
May 06, 2022
Q1 2022
|
Sageworth Trust CO
|
BUY
|
- |
53.3K+ 53.04% |
$3.56M - $4.25M
|
154K
$11.9M
|
|
|
May 20, 2022
Q1 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
53.2K+ 7.05% |
$3.56M - $4.24M
|
808K
$62.6M
|
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
52.4K+ 8.38% |
$3.5M - $4.18M
|
678K
$52.5M
|
|
|
Apr 20, 2022
Q1 2022
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
51.8K+ 58.0% |
$3.46M - $4.12M
|
141K
$10.9M
|
|
|
May 04, 2022
Q1 2022
|
Hgk Asset Management Inc
|
BUY
|
- |
49.2KNew |
$3.29M - $3.92M
|
49.2K
$3.81M
|
|
|
May 03, 2022
Q1 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
49K+ 150.99% |
$3.27M - $3.9M
|
81.4K
$6.31M
|
|
|
Apr 20, 2022
Q1 2022
|
Madrona Financial Services, LLC
|
BUY
|
- |
48KNew |
$3.21M - $3.82M
|
48K
$3.72M
|
|
|
May 20, 2022
Q1 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
47.6K+ 23.19% |
$3.18M - $3.79M
|
253K
$19.6M
|
|
|
Apr 28, 2022
Q1 2022
|
Highview Capital Management LLC
|
BUY
|
- |
47.5K+ 293.66% |
$3.17M - $3.78M
|
63.7K
$4.93M
|
|
|
May 02, 2022
Q1 2022
|
Paulson Wealth Management Inc.
|
BUY
|
- |
45.2K+ 17.18% |
$3.02M - $3.6M
|
308K
$23.9M
|
|
|
May 04, 2022
Q1 2022
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
45.2KNew |
$3.02M - $3.6M
|
45.2K
$3.5M
|
|
|
May 09, 2022
Q1 2022
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
45KNew |
$3M - $3.58M
|
45K
$3.48M
|
|
|
May 16, 2022
Q1 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
44.8K+ 15.33% |
$2.99M - $3.57M
|
337K
$26.1M
|
|
|
May 13, 2022
Q1 2022
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
43.9KNew |
$2.94M - $3.5M
|
43.9K
$3.41M
|
|
|
May 09, 2022
Q1 2022
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
41.9K+ 2.2% |
$2.8M - $3.33M
|
1.95M
$151M
|
|
|
May 23, 2022
Q1 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
40.6K+ 60.78% |
$2.71M - $3.23M
|
107K
$8.32M
|
|
|
Apr 28, 2022
Q1 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
39.9K+ 11.39% |
$2.67M - $3.18M
|
391K
$30.3M
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
39.8K+ 17.87% |
$2.66M - $3.17M
|
263K
$20.4M
|
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
39.5K+ 13.37% |
$2.64M - $3.15M
|
335K
$26M
|
|
|
Apr 25, 2022
Q1 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
39.2K+ 5.13% |
$2.62M - $3.13M
|
804K
$62.3M
|
|
|
May 16, 2022
Q1 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
37.4K+ 14.07% |
$2.5M - $2.98M
|
303K
$23.5M
|
|
|
May 16, 2022
Q1 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
36.4K+ 72.92% |
$2.44M - $2.9M
|
86.4K
$6.7M
|
|
|
Apr 29, 2022
Q1 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
36K+ 20.88% |
$2.41M - $2.87M
|
209K
$16.2M
|
|
|
May 24, 2022
Q1 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
35.7K+ 288.46% |
$2.39M - $2.84M
|
48.1K
$3.73M
|
|
|
May 13, 2022
Q1 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
35.7K+ 14.67% |
$2.38M - $2.84M
|
279K
$21.6M
|
|
|
May 13, 2022
Q1 2022
|
Granby Capital Management, LLC
|
BUY
|
- |
35KNew |
$2.34M - $2.79M
|
35K
$2.71M
|
|
|
May 12, 2022
Q1 2022
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
34.8K+ 6.12% |
$2.33M - $2.77M
|
604K
$46.8M
|
|
|
Apr 18, 2022
Q1 2022
|
Veracity Capital LLC
|
BUY
|
- |
34.3K+ 211.48% |
$2.29M - $2.73M
|
50.5K
$3.92M
|
|
|
May 03, 2022
Q1 2022
|
Calamos Wealth Management LLC
|
BUY
|
- |
33.6K+ 302.45% |
$2.24M - $2.67M
|
44.7K
$3.46M
|
|
|
May 16, 2022
Q1 2022
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
32.8K+ 13.6% |
$2.19M - $2.61M
|
274K
$21.2M
|
|
|
May 09, 2022
Q1 2022
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
32.6K+ 6.74% |
$2.18M - $2.6M
|
516K
$40M
|
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
32.4K+ 18.07% |
$2.16M - $2.58M
|
211K
$16.4M
|
|
|
Apr 21, 2022
Q1 2022
|
Stairway Partners, LLC
|
BUY
|
- |
32.1K+ 1.24% |
$2.14M - $2.55M
|
2.62M
$203M
|
|
|
May 13, 2022
Q1 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
31.7K+ 43.84% |
$2.12M - $2.53M
|
104K
$8.07M
|
|
|
May 09, 2022
Q1 2022
|
Lansing Street Advisors
|
BUY
|
- |
31.4KNew |
$2.1M - $2.5M
|
31.4K
$2.43M
|
|
|
May 13, 2022
Q1 2022
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
30.9K+ 1.19% |
$2.07M - $2.46M
|
2.62M
$203M
|
|
|
Apr 18, 2022
Q1 2022
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
30.6K+ 91.71% |
$2.05M - $2.44M
|
64K
$4.96M
|
|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
29.6K+ 11.0% |
$1.98M - $2.36M
|
299K
$23.2M
|
|
|
Apr 19, 2022
Q1 2022
|
Paragon Capital Management LTD
|
BUY
|
- |
29K+ 138.85% |
$1.94M - $2.31M
|
49.9K
$3.87M
|
|
|
May 06, 2022
Q1 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
29K+ 25.19% |
$1.94M - $2.31M
|
144K
$11.2M
|
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
28.4K+ 2.01% |
$1.9M - $2.26M
|
1.44M
$112M
|
|
|
May 02, 2022
Q1 2022
|
Thrive Wealth Management, LLC
|
BUY
|
- |
28.1K+ 155.12% |
$1.87M - $2.23M
|
46.1K
$3.58M
|
|
|
Apr 20, 2022
Q1 2022
|
Patton Fund Management, Inc.
|
BUY
|
- |
27.6K+ 15.27% |
$1.84M - $2.19M
|
208K
$16.1M
|
|
|
Jun 20, 2024
Q1 2022
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
27.2K+ 38.11% |
$1.82M - $2.17M
|
98.7K
$7.65M
|