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 06, 2022
Q2 2022
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-130- 0.92% |
$7.99K - $9.7K
|
13.9K
$1.09M
|
|
|
Aug 12, 2022
Q2 2022
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-132- 0.27% |
$8.12K - $9.85K
|
49.6K
$3.87M
|
|
|
Jul 22, 2022
Q2 2022
|
Phillips Financial Management, LLC
|
SELL
|
- |
-135- 0.14% |
$8.3K - $10.1K
|
99.6K
$7.76M
|
|
|
Jul 22, 2022
Q2 2022
|
Jnba Financial Advisors
|
SELL
|
- |
-136- 2.26% |
$8.36K - $10.1K
|
5.88K
$458K
|
|
|
Aug 01, 2022
Q2 2022
|
Essex Financial Services, Inc.
|
SELL
|
- |
-136- 2.41% |
$8.36K - $10.1K
|
5.5K
$429K
|
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-141- 41.11% |
$8.67K - $10.5K
|
202
$15.7K
|
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-141Closed |
$8.67K - $10.5K
|
0
$0
|
|
|
Jul 08, 2022
Q2 2022
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-143- 1.76% |
$8.79K - $10.7K
|
8K
$623K
|
|
|
Aug 12, 2022
Q2 2022
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-145- 1.84% |
$8.91K - $10.8K
|
7.75K
$604K
|
|
|
Jul 05, 2022
Q2 2022
|
M&R Capital Management Inc
|
SELL
|
- |
-148- 2.26% |
$9.1K - $11K
|
6.41K
$499K
|
|
|
Jul 21, 2022
Q2 2022
|
Welch Group, LLC
|
SELL
|
- |
-148- 2.5% |
$9.1K - $11K
|
5.77K
$450K
|
|
|
Aug 03, 2022
Q2 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-150- 0.76% |
$9.22K - $11.2K
|
19.5K
$1.52M
|
|
|
Aug 04, 2022
Q2 2022
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-150- 0.37% |
$9.22K - $11.2K
|
40.1K
$3.12M
|
|
|
Aug 05, 2022
Q2 2022
|
Firestone Capital Management
|
SELL
|
- |
-151- 0.82% |
$9.28K - $11.3K
|
18.2K
$1.42M
|
|
|
Jul 14, 2022
Q2 2022
|
Windsor Capital Management, LLC
|
SELL
|
- |
-153- 0.69% |
$9.41K - $11.4K
|
21.9K
$1.71M
|
|
|
Aug 05, 2022
Q2 2022
|
Staley Capital Advisers Inc
|
SELL
|
- |
-157- 0.34% |
$9.65K - $11.7K
|
46.6K
$3.63M
|
|
|
Aug 02, 2022
Q2 2022
|
Patten & Patten Inc
|
SELL
|
- |
-159- 4.43% |
$9.78K - $11.9K
|
3.43K
$267K
|
|
|
Aug 05, 2022
Q2 2022
|
Ascent Group, LLC
|
SELL
|
- |
-162- 2.46% |
$9.96K - $12.1K
|
6.43K
$501K
|
|
|
Jul 13, 2022
Q2 2022
|
Hya Advisors, Inc
|
SELL
|
- |
-163- 3.01% |
$10K - $12.2K
|
5.25K
$409K
|
|
|
Jul 22, 2022
Q2 2022
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-164- 4.51% |
$10.1K - $12.2K
|
3.47K
$271K
|
|
|
Aug 02, 2022
Q2 2022
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-170- 4.6% |
$10.5K - $12.7K
|
3.52K
$274K
|
|
|
Jul 26, 2022
Q2 2022
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-172- 0.47% |
$10.6K - $12.8K
|
36.8K
$2.86M
|
|
|
Aug 10, 2022
Q2 2022
|
Interactive Financial Advisors
Chicago, IL |
SELL
|
- |
-175- 3.69% |
$10.8K - $13.1K
|
4.57K
$356K
|
|
|
Jul 12, 2022
Q2 2022
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-178- 1.98% |
$10.9K - $13.3K
|
8.79K
$685K
|
|
|
Aug 15, 2022
Q2 2022
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-178- 0.68% |
$10.9K - $13.3K
|
26.1K
$2.04M
|
|
|
Aug 02, 2022
Q2 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-181- 1.88% |
$11.1K - $13.5K
|
9.45K
$736K
|
|
|
Mar 14, 2023
Q2 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-182- 1.89% |
$11.2K - $13.6K
|
9.45K
$736K
|
|
|
Aug 05, 2022
Q2 2022
|
Keystone Financial Group
|
SELL
|
- |
-183- 5.11% |
$11.3K - $13.6K
|
3.4K
$265K
|
|
|
Jul 07, 2022
Q2 2022
|
Legacy Private Trust Co.
|
SELL
|
- |
-185- 3.3% |
$11.4K - $13.8K
|
5.42K
$422K
|
|
|
Aug 25, 2022
Q2 2022
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-186- 17.16% |
$11.4K - $13.9K
|
898
$70K
|
|
|
Aug 12, 2022
Q2 2022
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-192- 1.78% |
$11.8K - $14.3K
|
10.6K
$824K
|
|
|
Jul 21, 2022
Q2 2022
|
First Command Bank
|
SELL
|
- |
-200- 4.54% |
$12.3K - $14.9K
|
4.2K
$327K
|
|
|
Jul 21, 2022
Q2 2022
|
First Command Financial Services, Inc.
|
SELL
|
- |
-200- 4.54% |
$12.3K - $14.9K
|
4.2K
$327K
|
|
|
Aug 08, 2022
Q2 2022
|
Antonetti Capital Management LLC
|
SELL
|
- |
-200- 44.44% |
$12.3K - $14.9K
|
250
$19.5K
|
|
|
Aug 09, 2022
Q2 2022
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-200Closed |
$12.3K - $14.9K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-200- 2.81% |
$12.3K - $14.9K
|
6.93K
$540K
|
|
|
Aug 04, 2022
Q2 2022
|
Brr Op Co, LLC
|
SELL
|
- |
-201- 1.95% |
$12.4K - $15K
|
10.1K
$788K
|
|
|
Jul 25, 2022
Q2 2022
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-202Closed |
$12.4K - $15.1K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-205- 0.45% |
$12.6K - $15.3K
|
45.5K
$3.55M
|
|
|
Jul 12, 2022
Q2 2022
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-207- 4.54% |
$12.7K - $15.4K
|
4.35K
$339K
|
|
|
Aug 05, 2022
Q2 2022
|
South State Corp
|
SELL
|
- |
-214- 1.59% |
$13.2K - $16K
|
13.2K
$1.03M
|
|
|
Jul 11, 2022
Q2 2022
|
Austin Asset Management CO Inc
|
SELL
|
- |
-215- 5.3% |
$13.2K - $16K
|
3.84K
$299K
|
|
|
Jul 21, 2022
Q2 2022
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-216- 5.26% |
$13.3K - $16.1K
|
3.89K
$303K
|
|
|
Aug 12, 2022
Q2 2022
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-217- 1.88% |
$13.3K - $16.2K
|
11.3K
$881K
|
|
|
Aug 02, 2022
Q2 2022
|
Hudock, Inc.
|
SELL
|
- |
-219- 1.36% |
$13.5K - $16.3K
|
15.9K
$1.24M
|
|
|
Aug 10, 2022
Q2 2022
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-220- 4.03% |
$13.5K - $16.4K
|
5.24K
$408K
|
|
|
Aug 08, 2022
Q2 2022
|
Telos Capital Management, Inc.
|
SELL
|
- |
-221- 3.08% |
$13.6K - $16.5K
|
6.96K
$542K
|
|
|
Aug 08, 2022
Q2 2022
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-221- 0.8% |
$13.6K - $16.5K
|
27.5K
$2.14M
|
|
|
Jul 25, 2022
Q2 2022
|
Spinnaker Trust
|
SELL
|
- |
-225- 4.43% |
$13.8K - $16.8K
|
4.85K
$378K
|
|
|
Jul 26, 2022
Q2 2022
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-228- 0.1% |
$14K - $17K
|
225K
$17.5M
|