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 01, 2022
Q2 2022
|
Busey Wealth Management
|
BUY
|
- |
61+ 0.18% |
$3.75K - $4.55K
|
34K
$2.63M
|
|
|
Aug 01, 2022
Q2 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
59New |
$3.63K - $4.4K
|
59
$4.57K
|
|
|
Aug 04, 2022
Q2 2022
|
Mc Cutchen Group LLC
|
BUY
|
- |
59+ 0.05% |
$3.63K - $4.4K
|
129K
$10M
|
|
|
Aug 11, 2022
Q2 2022
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
59+ 1.16% |
$3.63K - $4.4K
|
5.16K
$400K
|
|
|
Jul 12, 2022
Q2 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
57+ 1.75% |
$3.5K - $4.25K
|
3.31K
$257K
|
|
|
Jul 29, 2022
Q2 2022
|
Ti Trust, Inc
|
BUY
|
- |
55+ 0.78% |
$3.38K - $4.1K
|
7.09K
$549K
|
|
|
Aug 03, 2022
Q2 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
55+ 2.25% |
$3.38K - $4.1K
|
2.5K
$194K
|
|
|
Jul 18, 2022
Q2 2022
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
53+ 0.75% |
$3.26K - $3.95K
|
7.16K
$555K
|
|
|
Aug 15, 2022
Q2 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
51+ 0.09% |
$3.14K - $3.8K
|
54.4K
$4.21M
|
|
|
Jul 27, 2022
Q2 2022
|
Index Fund Advisors, Inc.
|
BUY
|
- |
46+ 0.73% |
$2.83K - $3.43K
|
6.34K
$491K
|
|
|
Aug 05, 2022
Q2 2022
|
Wade Financial Advisory, Inc
|
BUY
|
- |
46+ 0.16% |
$2.83K - $3.43K
|
28.2K
$2.19M
|
|
|
Aug 03, 2022
Q2 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
44+ 0.52% |
$2.71K - $3.28K
|
8.5K
$659K
|
|
|
Aug 05, 2022
Q2 2022
|
Old Second National Bank Of Aurora
|
BUY
|
- |
43+ 0.67% |
$2.64K - $3.21K
|
6.47K
$502K
|
|
|
Jul 22, 2022
Q2 2022
|
Bison Wealth, LLC
|
BUY
|
- |
39+ 9.07% |
$2.4K - $2.91K
|
469
$36.3K
|
|
|
Jul 29, 2022
Q2 2022
|
Schwab Charitable Fund
|
BUY
|
- |
39+ 0.51% |
$2.4K - $2.91K
|
7.71K
$597K
|
|
|
Jul 13, 2022
Q2 2022
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
37+ 0.26% |
$2.27K - $2.76K
|
14.2K
$1.1M
|
|
|
Aug 10, 2022
Q2 2022
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
37+ 0.64% |
$2.27K - $2.76K
|
5.82K
$451K
|
|
|
Aug 15, 2022
Q2 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
37+ 1.62% |
$2.27K - $2.76K
|
2.32K
$179K
|
|
|
Jul 13, 2022
Q2 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
35+ 0.08% |
$2.15K - $2.61K
|
44.2K
$3.43M
|
|
|
Jul 15, 2022
Q2 2022
|
Investmark Advisory Group LLC
|
BUY
|
- |
32+ 0.54% |
$1.97K - $2.39K
|
5.91K
$458K
|
|
|
Aug 15, 2022
Q2 2022
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
32+ 1.58% |
$1.97K - $2.39K
|
2.06K
$160K
|
|
|
Jul 11, 2022
Q2 2022
|
Fc Advisory LLC
|
BUY
|
- |
27+ 0.63% |
$1.66K - $2.01K
|
4.34K
$336K
|
|
|
Aug 15, 2022
Q2 2022
|
Family Management Corp
New York, NY |
BUY
|
- |
27New |
$1.66K - $2.01K
|
27
$2.09K
|
|
|
Jul 15, 2022
Q2 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
26+ 1.14% |
$1.6K - $1.94K
|
2.32K
$179K
|
|
|
Jul 28, 2022
Q2 2022
|
Alta Wealth Advisors LLC
|
BUY
|
- |
26+ 0.71% |
$1.6K - $1.94K
|
3.68K
$285K
|
|
|
Jul 13, 2022
Q2 2022
|
Keystone Wealth Services, LLC
|
BUY
|
- |
23+ 0.21% |
$1.41K - $1.72K
|
11.2K
$870K
|
|
|
Jul 19, 2022
Q2 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
19+ 0.1% |
$1.17K - $1.42K
|
18.5K
$1.44M
|
|
|
Aug 01, 2022
Q2 2022
|
Armor Investment Advisors, LLC
|
BUY
|
- |
18+ 0.71% |
$1.11K - $1.34K
|
2.55K
$197K
|
|
|
Jul 29, 2022
Q2 2022
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
17+ 0.24% |
$1.05K - $1.27K
|
6.97K
$540K
|
|
|
Aug 15, 2022
Q2 2022
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
17+ 1.76% |
$1.05K - $1.27K
|
985
$76.3K
|
|
|
Jul 28, 2022
Q2 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
16+ 0.24% |
$984 - $1.19K
|
6.66K
$516K
|
|
|
Aug 12, 2022
Q2 2022
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
16+ 0.2% |
$984 - $1.19K
|
8K
$620K
|
|
|
Jul 15, 2022
Q2 2022
|
Mc Adam, LLC
|
BUY
|
- |
15+ 0.03% |
$922 - $1.12K
|
47K
$3.64M
|
|
|
Aug 11, 2022
Q2 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
15+ 0.08% |
$922 - $1.12K
|
17.7K
$1.37M
|
|
|
Jul 07, 2022
Q2 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
12+ 0.26% |
$738 - $895
|
4.54K
$352K
|
|
|
Jul 28, 2022
Q2 2022
|
Rise Advisors, LLC
|
BUY
|
- |
12+ 2.32% |
$738 - $895
|
529
$41K
|
|
|
Aug 02, 2022
Q2 2022
|
Resolute Financial, LLC
|
BUY
|
- |
12+ 0.21% |
$738 - $895
|
5.64K
$437K
|
|
|
Aug 15, 2022
Q2 2022
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
12+ 0.08% |
$738 - $895
|
15.9K
$1.23M
|
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
12+ 0.04% |
$738 - $895
|
28.3K
$2.2M
|
|
|
Jul 19, 2022
Q2 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
11+ 0.69% |
$676 - $820
|
1.6K
$124K
|
|
|
Aug 15, 2022
Q2 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
11+ 0.17% |
$676 - $820
|
6.65K
$516K
|
|
|
Jan 09, 2024
Q2 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
11+ 0.33% |
$676 - $820
|
3.31K
$256K
|
|
|
Aug 13, 2024
Q2 2022
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
11+ 0.23% |
$676 - $820
|
4.76K
$369K
|
|
|
Jul 08, 2022
Q2 2022
|
New England Guild Wealth Advisors, Inc.
|
BUY
|
- |
10+ 0.03% |
$615 - $746
|
28.7K
$2.22M
|
|
|
Aug 11, 2022
Q2 2022
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
10+ 0.22% |
$615 - $746
|
4.54K
$352K
|
|
|
Aug 12, 2022
Q2 2022
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
7+ 0.09% |
$430 - $522
|
7.46K
$578K
|
|
|
Jul 11, 2022
Q2 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
5+ 0.02% |
$307 - $373
|
20.3K
$1.57M
|
|
|
Jul 12, 2022
Q2 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
5+ 18.52% |
$307 - $373
|
32
$2.48K
|
|
|
Aug 12, 2022
Q2 2022
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
5+ 2.3% |
$307 - $373
|
222
$17.2K
|
|
|
Jul 27, 2022
Q2 2022
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
4+ 0.06% |
$246 - $298
|
6.79K
$526K
|