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
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-35.7K- 47.89% |
$2.38M - $2.84M
|
38.8K
$3.03M
|
|
May 16, 2022
Q1 2022
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-37.4K- 48.26% |
$2.5M - $2.98M
|
40.2K
$3.13M
|
|
May 16, 2022
Q1 2022
|
Swiss Re LTD
Zurich, V8 |
SELL
|
- |
-37.8KClosed |
$2.52M - $3.01M
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-38.1K- 3.23% |
$2.55M - $3.04M
|
1.14M
$89.1M
|
|
May 09, 2022
Q1 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-39KClosed |
$2.6M - $3.1M
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Rmr Wealth Builders
|
SELL
|
- |
-39.1K- 34.01% |
$2.61M - $3.12M
|
75.9K
$5.91M
|
|
Apr 28, 2022
Q1 2022
|
Keybank National Association
|
SELL
|
- |
-39.7K- 1.71% |
$2.65M - $3.16M
|
2.28M
$178M
|
|
May 16, 2022
Q1 2022
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-39.7K- 16.13% |
$2.66M - $3.16M
|
207K
$16.1M
|
|
May 04, 2022
Q1 2022
|
Victory Capital Management Inc
|
SELL
|
- |
-40.3K- 84.45% |
$2.69M - $3.21M
|
7.43K
$578K
|
|
May 13, 2022
Q1 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-41.8KClosed |
$2.79M - $3.33M
|
0
$0
|
|
Apr 25, 2022
Q1 2022
|
Country Trust Bank
|
SELL
|
- |
-42.2K- 53.58% |
$2.82M - $3.36M
|
36.6K
$2.85M
|
|
May 10, 2022
Q1 2022
|
Amg National Trust Bank
|
SELL
|
- |
-43.1K- 3.66% |
$2.88M - $3.43M
|
1.13M
$88.4M
|
|
May 13, 2022
Q1 2022
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
SELL
|
- |
-43.7KClosed |
$2.92M - $3.48M
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-44.6K- 43.22% |
$2.98M - $3.56M
|
58.7K
$4.57M
|
|
May 09, 2022
Q1 2022
|
Cx Institutional
|
SELL
|
- |
-47.6K- 54.92% |
$3.18M - $3.79M
|
39.1K
$3.04M
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-49.9K- 98.27% |
$3.33M - $3.97M
|
876
$68.2K
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-50.1K- 49.26% |
$3.35M - $3.99M
|
51.6K
$4.02M
|
|
May 16, 2022
Q1 2022
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-51.3K- 94.91% |
$3.43M - $4.09M
|
2.75K
$214K
|
|
May 05, 2022
Q1 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-51.4K- 7.35% |
$3.43M - $4.09M
|
648K
$50.5M
|
|
May 03, 2022
Q1 2022
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-52.1KClosed |
$3.48M - $4.15M
|
0
$0
|
|
May 03, 2022
Q1 2022
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-52.1K- 56.58% |
$3.48M - $4.15M
|
39.9K
$3.11M
|
|
May 04, 2022
Q1 2022
|
Waldron Private Wealth LLC
|
SELL
|
- |
-52.1K- 21.22% |
$3.48M - $4.15M
|
193K
$15.1M
|
|
May 13, 2022
Q1 2022
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
SELL
|
- |
-53.6K- 8.31% |
$3.58M - $4.27M
|
591K
$46.1M
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-54.2K- 12.35% |
$3.63M - $4.32M
|
385K
$30M
|
|
May 13, 2022
Q1 2022
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-57K- 5.37% |
$3.81M - $4.54M
|
1M
$78.2M
|
|
Apr 25, 2022
Q1 2022
|
Aries Wealth Management
|
SELL
|
- |
-57.5KClosed |
$3.85M - $4.58M
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Lake Street Financial LLC
|
SELL
|
- |
-59.9K- 94.13% |
$4.01M - $4.77M
|
3.74K
$291K
|
|
May 13, 2022
Q1 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-60.1K- 59.34% |
$4.02M - $4.79M
|
41.2K
$3.21M
|
|
May 16, 2022
Q1 2022
|
Bluefin Capital Management, LLC
New York, NY |
SELL
|
- |
-63.8K- 92.56% |
$4.26M - $5.08M
|
5.13K
$400K
|
|
Apr 25, 2022
Q1 2022
|
Regions Financial Corp
|
SELL
|
- |
-64.4K- 2.52% |
$4.3M - $5.13M
|
2.49M
$194M
|
|
May 12, 2022
Q1 2022
|
Thornburg Investment Management Inc
|
SELL
|
- |
-64.5K- 58.94% |
$4.31M - $5.14M
|
44.9K
$3.5M
|
|
Apr 27, 2022
Q1 2022
|
Tru Independence Asset Management 2, LLC
|
SELL
|
- |
-65KClosed |
$4.35M - $5.18M
|
0
$0
|
|
May 04, 2022
Q1 2022
|
Darwin Advisors, LLC
|
SELL
|
- |
-65.1K- 33.39% |
$4.35M - $5.19M
|
130K
$10.1M
|
|
May 02, 2022
Q1 2022
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-66.6K- 6.67% |
$4.45M - $5.31M
|
932K
$72.6M
|
|
May 02, 2022
Q1 2022
|
Corundum Group, Inc.
|
SELL
|
- |
-69.6K- 68.0% |
$4.65M - $5.54M
|
32.7K
$2.55M
|
|
May 13, 2022
Q1 2022
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-76.1K- 5.72% |
$5.08M - $6.06M
|
1.25M
$97.7M
|
|
May 05, 2022
Q1 2022
|
National Bank Of Canada
|
SELL
|
- |
-79.2K- 20.06% |
$5.29M - $6.31M
|
315K
$24.6M
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-85.3K- 41.82% |
$5.7M - $6.79M
|
119K
$9.24M
|
|
May 16, 2022
Q1 2022
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-86.7K- 72.91% |
$5.79M - $6.9M
|
32.2K
$2.51M
|
|
May 13, 2022
Q1 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-87.7K- 22.35% |
$5.86M - $6.98M
|
305K
$23.7M
|
|
May 09, 2022
Q1 2022
|
M&T Bank Corp
|
SELL
|
- |
-89.3K- 3.89% |
$5.97M - $7.12M
|
2.21M
$172M
|
|
May 17, 2022
Q1 2022
|
Trust CO Of Kansas
Wichita, KS |
SELL
|
- |
-91.5KClosed |
$6.12M - $7.29M
|
0
$0
|
|
Apr 11, 2022
Q1 2022
|
Arden Trust CO
|
SELL
|
- |
-95.6K- 32.31% |
$6.39M - $7.62M
|
200K
$15.6M
|
|
May 16, 2022
Q1 2022
|
Invesco Ltd.
Atlanta, GA |
SELL
|
- |
-96.7K- 72.21% |
$6.46M - $7.7M
|
37.2K
$2.9M
|
|
Nov 16, 2023
Q1 2022
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
SELL
|
- |
-98.6K- 30.29% |
$6.59M - $7.86M
|
227K
$17.7M
|
|
May 16, 2022
Q1 2022
|
Partners Capital Investment Group, LLP
Boston, MA |
SELL
|
- |
-99.5KClosed |
$6.65M - $7.93M
|
0
$0
|
|
Apr 27, 2022
Q1 2022
|
Winning Points Advisors, LLC
Boca Raton, FL |
SELL
|
- |
-104K- 62.76% |
$6.94M - $8.27M
|
61.6K
$4.8M
|
|
May 13, 2022
Q1 2022
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-107K- 87.08% |
$7.15M - $8.52M
|
15.9K
$1.24M
|
|
May 18, 2022
Q1 2022
|
Legato Capital Management LLC
|
SELL
|
- |
-109K- 83.22% |
$7.26M - $8.65M
|
21.9K
$1.71M
|
|
May 13, 2022
Q1 2022
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-112K- 60.02% |
$7.51M - $8.96M
|
74.9K
$5.83M
|