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 17, 2022
Q1 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
5.77K+ 7.74% |
$386K - $460K
|
80.3K
$6.34M
|
|
May 04, 2022
Q1 2022
|
Lyell Wealth Management, LP
|
BUY
|
- |
5.61KNew |
$375K - $446K
|
5.61K
$443K
|
|
May 12, 2022
Q1 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
5.52K+ 945.21% |
$369K - $440K
|
6.1K
$482K
|
|
May 12, 2022
Q1 2022
|
Destination Wealth Management
|
BUY
|
- |
5.52K+ 1.34% |
$369K - $439K
|
416K
$32.9M
|
|
Apr 21, 2022
Q1 2022
|
Zhang Financial LLC
|
BUY
|
- |
5.51K+ 55.15% |
$368K - $439K
|
15.5K
$1.22M
|
|
May 13, 2022
Q1 2022
|
Brighton Jones LLC
|
BUY
|
- |
5.49K+ 2.37% |
$367K - $437K
|
237K
$18.7M
|
|
Apr 26, 2022
Q1 2022
|
Ieq Capital, LLC
|
BUY
|
- |
5.39K+ 3.16% |
$360K - $429K
|
176K
$13.9M
|
|
May 13, 2022
Q1 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
5.27K+ 21.48% |
$352K - $419K
|
29.8K
$2.35M
|
|
May 16, 2022
Q1 2022
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
5.22K+ 2.21% |
$349K - $416K
|
242K
$19.1M
|
|
Apr 20, 2022
Q1 2022
|
Blb&B Advisors, LLC
|
BUY
|
- |
5.15K+ 20.12% |
$344K - $410K
|
30.7K
$2.43M
|
|
May 12, 2022
Q1 2022
|
Tompkins Financial Corp
|
BUY
|
- |
5.13K+ 91.85% |
$343K - $408K
|
10.7K
$845K
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
BUY
|
- |
5.09K+ 4.46% |
$340K - $406K
|
119K
$9.42M
|
|
May 11, 2022
Q1 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
5.07K+ 3.6% |
$339K - $404K
|
146K
$11.5M
|
|
Apr 20, 2022
Q1 2022
|
Gemmer Asset Management LLC
|
BUY
|
- |
5.05K+ 10.61% |
$337K - $402K
|
52.6K
$4.15M
|
|
May 09, 2022
Q1 2022
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
5.04K+ 43.72% |
$337K - $402K
|
16.6K
$1.31M
|
|
May 10, 2022
Q1 2022
|
New Square Capital LLC
|
BUY
|
- |
5K+ 8.34% |
$334K - $398K
|
65K
$5.13M
|
|
May 02, 2022
Q1 2022
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
4.96K+ 72.06% |
$331K - $395K
|
11.8K
$935K
|
|
May 16, 2022
Q1 2022
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
4.9K+ 20.13% |
$328K - $391K
|
29.3K
$2.31M
|
|
Apr 21, 2022
Q1 2022
|
Waddell & Associates, LLC
|
BUY
|
- |
4.88KNew |
$326K - $389K
|
4.88K
$385K
|
|
May 12, 2022
Q1 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
4.73K+ 33.31% |
$316K - $377K
|
18.9K
$1.49M
|
|
Apr 21, 2022
Q1 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
4.5K+ 3.45% |
$301K - $358K
|
135K
$10.7M
|
|
May 12, 2022
Q1 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
4.49KNew |
$300K - $358K
|
4.49K
$355K
|
|
May 04, 2022
Q1 2022
|
Hamilton Wealth, LLC
|
BUY
|
- |
4.4KNew |
$294K - $350K
|
4.4K
$347K
|
|
May 24, 2022
Q1 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
4.33K+ 7.13% |
$289K - $345K
|
65K
$5.14M
|
|
May 12, 2022
Q1 2022
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
4.28K+ 20.12% |
$286K - $341K
|
25.5K
$2.02M
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
4.26K+ 0.54% |
$285K - $340K
|
794K
$62.7M
|
|
Apr 08, 2022
Q1 2022
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
4.24K+ 1.85% |
$284K - $338K
|
233K
$18.4M
|
|
Jul 20, 2023
Q1 2022
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
4.24KNew |
$283K - $338K
|
4.24K
$335K
|
|
May 13, 2022
Q1 2022
|
Quest Investment Management LLC
Lake Oswego, OR |
BUY
|
- |
4.24K+ 2.21% |
$283K - $338K
|
196K
$15.5M
|
|
Apr 27, 2022
Q1 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
4.23K+ 1.69% |
$283K - $337K
|
255K
$20.2M
|
|
Oct 16, 2023
Q1 2022
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
4.22K+ 11.93% |
$282K - $336K
|
39.6K
$3.13M
|
|
Apr 26, 2022
Q1 2022
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
4.19K+ 1.63% |
$280K - $334K
|
260K
$20.6M
|
|
May 06, 2022
Q1 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
4.16KNew |
$278K - $332K
|
4.16K
$329K
|
|
May 16, 2022
Q1 2022
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
4.15K+ 0.51% |
$277K - $331K
|
824K
$65.1M
|
|
May 16, 2022
Q1 2022
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
4.09K+ 6.34% |
$273K - $326K
|
68.6K
$5.41M
|
|
Apr 25, 2022
Q1 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
4.05K+ 5.96% |
$270K - $322K
|
72K
$5.68M
|
|
Apr 27, 2022
Q1 2022
|
Trinity Financial Advisors LLC
|
BUY
|
- |
4.02K+ 16.45% |
$269K - $320K
|
28.5K
$2.25M
|
|
Apr 12, 2022
Q1 2022
|
Ccg Wealth Management, LLC
|
BUY
|
- |
4KNew |
$267K - $319K
|
4K
$316K
|
|
May 10, 2022
Q1 2022
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
3.97K+ 5.32% |
$265K - $316K
|
78.6K
$6.21M
|
|
May 11, 2022
Q1 2022
|
Nvwm, LLC
|
BUY
|
- |
3.87K+ 64533.33% |
$259K - $308K
|
3.88K
$306K
|
|
Apr 27, 2022
Q1 2022
|
Gfg Capital, LLC
|
BUY
|
- |
3.86KNew |
$258K - $307K
|
3.86K
$305K
|
|
May 16, 2022
Q1 2022
|
Angeles Wealth Management, LLC
|
BUY
|
- |
3.85KNew |
$257K - $306K
|
3.85K
$304K
|
|
May 04, 2022
Q1 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
3.7K+ 2.83% |
$247K - $295K
|
134K
$10.6M
|
|
May 13, 2022
Q1 2022
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
3.67KNew |
$245K - $292K
|
3.67K
$290K
|
|
Apr 27, 2022
Q1 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
3.66K+ 10.71% |
$245K - $292K
|
37.9K
$2.99M
|
|
Apr 18, 2022
Q1 2022
|
Innova Wealth Partners
|
BUY
|
- |
3.66K+ 140.34% |
$245K - $292K
|
6.27K
$495K
|
|
Apr 28, 2022
Q1 2022
|
Colony Family Offices, LLC
|
BUY
|
- |
3.66K+ 606.97% |
$245K - $292K
|
4.26K
$337K
|
|
Nov 18, 2022
Q1 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
3.64K+ 74.13% |
$244K - $290K
|
8.56K
$676K
|
|
May 16, 2022
Q1 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.64KNew |
$243K - $290K
|
3.64K
$288K
|
|
May 12, 2022
Q1 2022
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
3.61KNew |
$241K - $287K
|
3.61K
$285K
|