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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2022
Q2 2022
|
Hengehold Capital Management LLC
|
BUY
|
- |
135+ 0.34% |
$8.3K - $10.1K
|
40.1K
$3.12M
|
|
|
Aug 04, 2022
Q2 2022
|
Concord Wealth Partners
|
BUY
|
- |
132+ 3.32% |
$8.12K - $9.85K
|
4.11K
$320K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
130+ 2.64% |
$7.99K - $9.7K
|
5.05K
$393K
|
|
|
Jul 12, 2022
Q2 2022
|
Wp Advisors, LLC
|
BUY
|
- |
128+ 2.42% |
$7.87K - $9.55K
|
5.42K
$422K
|
|
|
Jul 20, 2022
Q2 2022
|
Cadence Bank Na
|
BUY
|
- |
128+ 0.25% |
$7.87K - $9.55K
|
50.6K
$3.94M
|
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
126+ 3.28% |
$7.75K - $9.4K
|
3.97K
$309K
|
|
|
Aug 12, 2022
Q2 2022
|
Burney CO
Reston, VA |
BUY
|
- |
126+ 1.2% |
$7.75K - $9.4K
|
10.6K
$829K
|
|
|
Aug 05, 2022
Q2 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
124+ 3.36% |
$7.62K - $9.25K
|
3.82K
$297K
|
|
|
Jul 08, 2022
Q2 2022
|
Apella Capital, LLC
|
BUY
|
- |
119+ 1.25% |
$7.32K - $8.88K
|
9.65K
$752K
|
|
|
Aug 10, 2022
Q2 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
117+ 1.14% |
$7.19K - $8.73K
|
10.4K
$807K
|
|
|
Aug 02, 2022
Q2 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
114+ 0.42% |
$7.01K - $8.5K
|
27K
$2.11M
|
|
|
Aug 15, 2022
Q2 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
114New |
$7.01K - $8.5K
|
114
$8.88K
|
|
|
Aug 15, 2022
Q2 2022
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
111+ 1.22% |
$6.82K - $8.28K
|
9.19K
$716K
|
|
|
Aug 16, 2022
Q2 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
111+ 1.65% |
$6.82K - $8.28K
|
6.82K
$532K
|
|
|
Aug 17, 2022
Q2 2022
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
111+ 1.68% |
$6.82K - $8.28K
|
6.72K
$523K
|
|
|
Aug 11, 2022
Q2 2022
|
Connolly Sarah T.
Boston, MA |
BUY
|
- |
110+ 0.8% |
$6.76K - $8.2K
|
13.8K
$1.07M
|
|
|
Jul 27, 2022
Q2 2022
|
Iron Financial, LLC
|
BUY
|
- |
108+ 1.91% |
$6.64K - $8.06K
|
5.76K
$449K
|
|
|
Aug 04, 2022
Q2 2022
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
105+ 1.69% |
$6.46K - $7.83K
|
6.33K
$493K
|
|
|
Jul 15, 2022
Q2 2022
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
104+ 0.74% |
$6.39K - $7.76K
|
14.2K
$1.11M
|
|
|
Sep 01, 2023
Q2 2022
|
Corrigan Financial, Inc.
Middletown, RI |
BUY
|
- |
104+ 1.98% |
$6.39K - $7.76K
|
5.35K
$417K
|
|
|
Aug 09, 2022
Q2 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
102+ 2.01% |
$6.27K - $7.61K
|
5.18K
$404K
|
|
|
Aug 12, 2022
Q2 2022
|
Fca Corp
Houston, TX |
BUY
|
- |
102+ 0.87% |
$6.27K - $7.61K
|
11.9K
$926K
|
|
|
Jul 12, 2022
Q2 2022
|
Rothschild Investment Corp
|
BUY
|
- |
100+ 0.39% |
$6.15K - $7.46K
|
25.9K
$2.02M
|
|
|
Jul 29, 2022
Q2 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
96+ 0.66% |
$5.9K - $7.16K
|
14.6K
$1.13M
|
|
|
Jul 26, 2022
Q2 2022
|
First Premier Bank
|
BUY
|
- |
95New |
$5.84K - $7.09K
|
95
$7.4K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
95New |
$5.84K - $7.09K
|
95
$7.4K
|
|
|
Jul 25, 2022
Q2 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
91+ 0.91% |
$5.59K - $6.79K
|
10.1K
$783K
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
89+ 127.14% |
$5.47K - $6.64K
|
159
$12.4K
|
|
|
Jul 18, 2022
Q2 2022
|
Ellevest, Inc.
|
BUY
|
- |
87+ 1.49% |
$5.35K - $6.49K
|
5.94K
$462K
|
|
|
Jul 19, 2022
Q2 2022
|
Evensky & Katz LLC
|
BUY
|
- |
85+ 1.83% |
$5.23K - $6.34K
|
4.74K
$369K
|
|
|
Jul 27, 2022
Q2 2022
|
Sterling Investment Advisors LLC
|
BUY
|
- |
84+ 0.18% |
$5.16K - $6.27K
|
46.8K
$3.64M
|
|
|
Aug 16, 2022
Q2 2022
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
84+ 1.99% |
$5.16K - $6.27K
|
4.3K
$335K
|
|
|
Feb 27, 2023
Q2 2022
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
84+ 0.38% |
$5.16K - $6.27K
|
22K
$1.71M
|
|
|
Jul 01, 2022
Q2 2022
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
83+ 2.03% |
$5.1K - $6.19K
|
4.18K
$326K
|
|
|
Jul 22, 2022
Q2 2022
|
Kg&L Capital Management,Llc
|
BUY
|
- |
81+ 0.55% |
$4.98K - $6.04K
|
14.7K
$1.15M
|
|
|
Aug 01, 2022
Q2 2022
|
Xml Financial, LLC
|
BUY
|
- |
80+ 0.2% |
$4.92K - $5.97K
|
40.5K
$3.16M
|
|
|
Aug 05, 2022
Q2 2022
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
80+ 2.38% |
$4.92K - $5.97K
|
3.44K
$268K
|
|
|
Jul 25, 2022
Q2 2022
|
Bristlecone Advisors, LLC
|
BUY
|
- |
79+ 0.09% |
$4.86K - $5.89K
|
89.9K
$7.01M
|
|
|
Aug 09, 2022
Q2 2022
|
Hudson Portfolio Management LLC
Garrison, NY |
BUY
|
- |
78+ 1.55% |
$4.8K - $5.82K
|
5.12K
$399K
|
|
|
Jul 13, 2022
Q2 2022
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
77+ 0.87% |
$4.73K - $5.74K
|
8.97K
$699K
|
|
|
Aug 03, 2022
Q2 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
76+ 1.29% |
$4.67K - $5.67K
|
5.95K
$464K
|
|
|
Aug 12, 2022
Q2 2022
|
River Glades Family Offices LLC
Naples, FL |
BUY
|
- |
76+ 0.3% |
$4.67K - $5.67K
|
25.1K
$1.96M
|
|
|
Aug 11, 2022
Q2 2022
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
74+ 0.99% |
$4.55K - $5.52K
|
7.58K
$590K
|
|
|
Aug 09, 2022
Q2 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
72New |
$4.43K - $5.37K
|
72
$5.61K
|
|
|
Jul 18, 2022
Q2 2022
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
70+ 1.43% |
$4.3K - $5.22K
|
4.98K
$388K
|
|
|
Jul 26, 2022
Q2 2022
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
70+ 0.15% |
$4.3K - $5.22K
|
47.4K
$3.69M
|
|
|
Jul 27, 2022
Q2 2022
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
70+ 2.24% |
$4.3K - $5.22K
|
3.19K
$249K
|
|
|
Aug 15, 2022
Q2 2022
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
69+ 1.73% |
$4.24K - $5.15K
|
4.07K
$317K
|
|
|
Jul 19, 2022
Q2 2022
|
Sym Financial Corp
|
BUY
|
- |
67New |
$4.12K - $5K
|
67
$5.22K
|
|
|
Aug 04, 2022
Q2 2022
|
Anchor Capital Advisors LLC
|
BUY
|
- |
66+ 0.29% |
$4.06K - $4.92K
|
22.8K
$1.78M
|