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 07, 2022
Q1 2022
|
Diversified Trust CO
|
BUY
|
- |
8.64K+ 8.26% |
$577K - $688K
|
113K
$8.95M
|
|
Apr 07, 2022
Q1 2022
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
8.5K+ 13.79% |
$568K - $677K
|
70.1K
$5.54M
|
|
May 13, 2022
Q1 2022
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
8.42K+ 6.29% |
$563K - $671K
|
142K
$11.2M
|
|
May 16, 2022
Q1 2022
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
8.15KNew |
$545K - $649K
|
8.15K
$644K
|
|
Apr 29, 2022
Q1 2022
|
Addison Advisors LLC
|
BUY
|
- |
8.14KNew |
$544K - $649K
|
8.14K
$643K
|
|
May 09, 2022
Q1 2022
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
8.11K+ 37.58% |
$542K - $646K
|
29.7K
$2.34M
|
|
Apr 21, 2022
Q1 2022
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
8.08K+ 1.78% |
$540K - $644K
|
462K
$36.5M
|
|
May 09, 2022
Q1 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
8.04KNew |
$537K - $641K
|
8.04K
$635K
|
|
May 12, 2022
Q1 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
7.97K+ 3.26% |
$533K - $635K
|
253K
$19.9M
|
|
Apr 11, 2022
Q1 2022
|
Stone Asset Management Inc.
|
BUY
|
- |
7.94K+ 58.77% |
$531K - $633K
|
21.5K
$1.69M
|
|
Apr 21, 2022
Q1 2022
|
Simmons Bank
|
BUY
|
- |
7.9K+ 4.52% |
$528K - $629K
|
183K
$14.4M
|
|
May 09, 2022
Q1 2022
|
Powell Investment Advisors, LLC
|
BUY
|
- |
7.81K+ 8.5% |
$522K - $622K
|
99.7K
$7.87M
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
7.71K+ 3.3% |
$516K - $614K
|
242K
$19.1M
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
7.61K+ 7.15% |
$509K - $606K
|
114K
$9.01M
|
|
Apr 14, 2022
Q1 2022
|
Independence Bank Of Kentucky
|
BUY
|
- |
7.51K+ 9.22% |
$502K - $599K
|
89K
$7.03M
|
|
May 11, 2022
Q1 2022
|
Legacy Advisors, LLC
|
BUY
|
- |
7.39KNew |
$494K - $589K
|
7.39K
$584K
|
|
May 04, 2022
Q1 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
7.34K+ 10.53% |
$490K - $584K
|
77K
$6.08M
|
|
May 16, 2022
Q1 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7.3K+ 107.79% |
$488K - $581K
|
14.1K
$1.11M
|
|
May 16, 2022
Q1 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
7.25K+ 0.79% |
$484K - $577K
|
920K
$72.6M
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
7.23K+ 110.64% |
$483K - $576K
|
13.8K
$1.09M
|
|
May 02, 2022
Q1 2022
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
7.21KNew |
$482K - $574K
|
7.21K
$569K
|
|
May 11, 2022
Q1 2022
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
7.13K+ 7.75% |
$476K - $568K
|
99.1K
$7.82M
|
|
Nov 19, 2024
Q1 2022
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
BUY
|
- |
7.09K+ 14.45% |
$474K - $565K
|
56.1K
$4.43M
|
|
May 03, 2022
Q1 2022
|
Leo Brokerage, LLC
|
BUY
|
- |
7.08KNew |
$473K - $564K
|
7.08K
$559K
|
|
Apr 19, 2022
Q1 2022
|
Icon Wealth Partners, LLC
|
BUY
|
- |
7.01KNew |
$469K - $558K
|
7.01K
$554K
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
BUY
|
- |
6.99K+ 2.89% |
$467K - $557K
|
249K
$19.7M
|
|
Apr 21, 2022
Q1 2022
|
Keystone Wealth Services, LLC
|
BUY
|
- |
6.98K+ 165.39% |
$467K - $556K
|
11.2K
$885K
|
|
May 13, 2022
Q1 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
6.94K+ 21.72% |
$464K - $553K
|
38.9K
$3.07M
|
|
May 11, 2022
Q1 2022
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
6.88K+ 2.75% |
$460K - $548K
|
257K
$20.3M
|
|
May 03, 2022
Q1 2022
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
6.87K+ 10.52% |
$459K - $547K
|
72.2K
$5.7M
|
|
Apr 11, 2022
Q1 2022
|
Strategy Asset Managers LLC
|
BUY
|
- |
6.87K+ 162.97% |
$459K - $547K
|
11.1K
$875K
|
|
Apr 14, 2022
Q1 2022
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
6.82K+ 8.42% |
$456K - $544K
|
87.9K
$6.94M
|
|
May 16, 2022
Q1 2022
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
6.8KNew |
$455K - $542K
|
6.8K
$537K
|
|
Apr 13, 2022
Q1 2022
|
Transparent Wealth Partners LLC
Little Rock, AR |
BUY
|
- |
6.79KNew |
$454K - $541K
|
6.79K
$536K
|
|
May 16, 2022
Q1 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
6.77KNew |
$452K - $539K
|
6.77K
$534K
|
|
May 10, 2022
Q1 2022
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
6.75K+ 148.75% |
$451K - $537K
|
11.3K
$891K
|
|
May 11, 2022
Q1 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
6.58K+ 4.89% |
$440K - $524K
|
141K
$11.2M
|
|
Apr 28, 2022
Q1 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
6.58KNew |
$440K - $524K
|
6.58K
$520K
|
|
May 10, 2022
Q1 2022
|
Alley Investment Management Company, LLC
|
BUY
|
- |
6.45KNew |
$431K - $514K
|
6.45K
$509K
|
|
May 09, 2022
Q1 2022
|
Treasure Coast Financial Planning
|
BUY
|
- |
6.44K+ 196.4% |
$430K - $513K
|
9.72K
$767K
|
|
Apr 19, 2022
Q1 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
6.39K+ 35.13% |
$427K - $509K
|
24.6K
$1.94M
|
|
May 12, 2022
Q1 2022
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
6.3K+ 64.6% |
$421K - $502K
|
16.1K
$1.27M
|
|
May 12, 2022
Q1 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
6.3KNew |
$421K - $502K
|
6.3K
$498K
|
|
May 16, 2022
Q1 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
6.18K+ 10.45% |
$413K - $492K
|
65.3K
$5.15M
|
|
Apr 27, 2022
Q1 2022
|
Sage Rhino Capital LLC
|
BUY
|
- |
6.15KNew |
$411K - $490K
|
6.15K
$485K
|
|
May 04, 2022
Q1 2022
|
Greenspring Advisors, LLC
|
BUY
|
- |
6.03K+ 1258.87% |
$403K - $480K
|
6.51K
$514K
|
|
Apr 29, 2022
Q1 2022
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
6.01K+ 17.56% |
$401K - $478K
|
40.2K
$3.17M
|
|
May 09, 2022
Q1 2022
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
5.99K+ 1932.9% |
$401K - $477K
|
6.3K
$498K
|
|
May 12, 2022
Q1 2022
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
5.88K+ 7.38% |
$393K - $468K
|
85.5K
$6.76M
|
|
May 16, 2022
Q1 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
5.85K+ 9.8% |
$391K - $466K
|
65.6K
$5.18M
|