Purchases and Sales Made in Q2 2022 in Ishares Tr Msci Eafe ETF (EFA)
This table provides information about the institutional ownership of Ishares Tr Msci Eafe ETF (EFA) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 15, 2022
Q2 2022
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
1K+ 2.04% |
$61.5K - $74.7K
|
50K
$3.9M
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
993+ 1.85% |
$61K - $74.1K
|
54.6K
$4.26M
|
|
Aug 11, 2022
Q2 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
990+ 0.65% |
$60.9K - $73.8K
|
154K
$12M
|
|
Aug 10, 2022
Q2 2022
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
960+ 21.3% |
$59K - $71.6K
|
5.47K
$426K
|
|
Aug 08, 2022
Q2 2022
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
954+ 0.4% |
$58.7K - $71.2K
|
239K
$18.6M
|
|
Aug 04, 2022
Q2 2022
|
True Link Financial Advisors, LLC
|
BUY
|
- |
953+ 2.61% |
$58.6K - $71.1K
|
37.4K
$2.92M
|
|
Jul 29, 2022
Q2 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
948+ 158.79% |
$58.3K - $70.7K
|
1.55K
$120K
|
|
Aug 01, 2022
Q2 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
928+ 30.57% |
$57.1K - $69.2K
|
3.96K
$309K
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
926+ 7.16% |
$56.9K - $69.1K
|
13.9K
$1.08M
|
|
Aug 15, 2022
Q2 2022
|
Hillman Capital Management, Inc.
Bethesda, MD |
BUY
|
- |
923+ 4.38% |
$56.7K - $68.8K
|
22K
$1.71M
|
|
Jul 12, 2022
Q2 2022
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
901+ 9.01% |
$55.4K - $67.2K
|
10.9K
$850K
|
|
Aug 15, 2022
Q2 2022
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
895+ 10.36% |
$55K - $66.8K
|
9.53K
$743K
|
|
Aug 15, 2022
Q2 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
884+ 13.07% |
$54.3K - $65.9K
|
7.65K
$596K
|
|
Aug 02, 2022
Q2 2022
|
Financial Counselors Inc
|
BUY
|
- |
881+ 0.77% |
$54.2K - $65.7K
|
116K
$9.03M
|
|
Aug 05, 2022
Q2 2022
|
Interchange Capital Partners, LLC
|
BUY
|
- |
873+ 16.09% |
$53.7K - $65.1K
|
6.3K
$491K
|
|
Aug 11, 2022
Q2 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
864+ 9.75% |
$53.1K - $64.4K
|
9.72K
$758K
|
|
Jul 22, 2022
Q2 2022
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
855+ 2.25% |
$52.6K - $63.8K
|
38.9K
$3.03M
|
|
Jul 13, 2022
Q2 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
850+ 3.26% |
$52.3K - $63.4K
|
26.9K
$2.1M
|
|
Jul 22, 2022
Q2 2022
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
850+ 10.61% |
$52.3K - $63.4K
|
8.86K
$691K
|
|
Aug 01, 2022
Q2 2022
|
Sage Mountain Advisors LLC
|
BUY
|
- |
847+ 5.48% |
$52.1K - $63.2K
|
16.3K
$1.27M
|
|
Jul 22, 2022
Q2 2022
|
Trust CO Of Virginia
|
BUY
|
- |
840+ 4.96% |
$51.6K - $62.7K
|
17.8K
$1.38M
|
|
Aug 16, 2022
Q2 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
818+ 1.56% |
$50.3K - $61K
|
53.4K
$4.16M
|
|
Jul 28, 2022
Q2 2022
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
817+ 13.63% |
$50.2K - $60.9K
|
6.81K
$531K
|
|
Aug 08, 2022
Q2 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
811+ 0.57% |
$49.9K - $60.5K
|
142K
$11.1M
|
|
Aug 10, 2022
Q2 2022
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
807+ 4.29% |
$49.6K - $60.2K
|
19.6K
$1.53M
|
|
Jul 21, 2022
Q2 2022
|
Wedbush Securities Inc
|
BUY
|
- |
788+ 4.5% |
$48.4K - $58.8K
|
18.3K
$1.43M
|
|
Sep 21, 2022
Q2 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
781New |
$48K - $58.3K
|
781
$60.8K
|
|
Jul 26, 2022
Q2 2022
|
New Square Capital LLC
|
BUY
|
- |
761+ 1.17% |
$46.8K - $56.8K
|
65.7K
$5.12M
|
|
Aug 12, 2022
Q2 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
753+ 1.13% |
$46.3K - $56.2K
|
67.5K
$5.26M
|
|
Aug 02, 2022
Q2 2022
|
Congress Asset Management CO
|
BUY
|
- |
725+ 2.57% |
$44.6K - $54.1K
|
28.9K
$2.25M
|
|
Aug 11, 2022
Q2 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
724+ 13.45% |
$44.5K - $54K
|
6.11K
$476K
|
|
Jul 13, 2022
Q2 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
719+ 0.9% |
$44.2K - $53.6K
|
80.4K
$6.26M
|
|
Jul 21, 2022
Q2 2022
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
700+ 6.32% |
$43K - $52.2K
|
11.8K
$917K
|
|
Aug 15, 2022
Q2 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
700+ 0.73% |
$43K - $52.2K
|
97.2K
$7.57M
|
|
Aug 05, 2022
Q2 2022
|
Scotia Capital Inc.
|
BUY
|
- |
692+ 1.64% |
$42.5K - $51.6K
|
42.8K
$3.34M
|
|
Aug 08, 2022
Q2 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
690+ 2.53% |
$42.4K - $51.5K
|
27.9K
$2.18M
|
|
Jul 11, 2022
Q2 2022
|
Radnor Capital Management, LLC
|
BUY
|
- |
650+ 4.13% |
$40K - $48.5K
|
16.4K
$1.28M
|
|
Jul 18, 2022
Q2 2022
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
643+ 10.43% |
$39.5K - $48K
|
6.81K
$530K
|
|
Jul 11, 2022
Q2 2022
|
West Coast Financial LLC
|
BUY
|
- |
617+ 7.22% |
$37.9K - $46K
|
9.16K
$714K
|
|
Nov 07, 2023
Q2 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
598+ 185.14% |
$36.8K - $44.6K
|
921
$71.8K
|
|
Jul 27, 2022
Q2 2022
|
Reynolds Investment Management, Inc.
|
BUY
|
- |
597+ 0.89% |
$36.7K - $44.5K
|
67.6K
$5.27M
|
|
Jul 25, 2022
Q2 2022
|
Lee Danner & Bass Inc
|
BUY
|
- |
591+ 4.13% |
$36.3K - $44.1K
|
14.9K
$1.16M
|
|
Jul 12, 2022
Q2 2022
|
Flower City Capital
|
BUY
|
- |
577+ 0.7% |
$35.5K - $43K
|
82.7K
$6.44M
|
|
Jul 07, 2022
Q2 2022
|
Mc Lean Asset Management Corp
|
BUY
|
- |
574+ 1.17% |
$35.3K - $42.8K
|
49.5K
$3.85M
|
|
Aug 15, 2022
Q2 2022
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
568New |
$34.9K - $42.4K
|
568
$44.3K
|
|
Aug 12, 2024
Q2 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
558+ 15.64% |
$34.3K - $41.6K
|
4.13K
$321K
|
|
Aug 09, 2022
Q2 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
547+ 1.06% |
$33.6K - $40.8K
|
52.3K
$4.07M
|
|
Sep 06, 2022
Q2 2022
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
542+ 1.93% |
$33.3K - $40.4K
|
28.7K
$2.23M
|
|
Aug 01, 2022
Q2 2022
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
517+ 2.34% |
$31.8K - $38.6K
|
22.6K
$1.76M
|
|
Aug 03, 2022
Q2 2022
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
509+ 1.07% |
$31.3K - $38K
|
48K
$3.74M
|