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 21, 2022
Q2 2022
|
Moller Financial Services
|
SELL
|
- |
-425- 0.62% |
$26.1K - $31.7K
|
68.6K
$5.32M
|
|
|
Jul 13, 2022
Q2 2022
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-430- 0.54% |
$26.4K - $32.1K
|
79K
$6.12M
|
|
|
Sep 07, 2022
Q2 2022
|
Gibson Wealth Advisors LLC
Tyler, TX |
SELL
|
- |
-436Closed |
$26.8K - $32.5K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Glassman Wealth Services
|
SELL
|
- |
-447- 75.38% |
$27.5K - $33.3K
|
146
$11.3K
|
|
|
Aug 08, 2022
Q2 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-447- 8.11% |
$27.5K - $33.3K
|
5.07K
$393K
|
|
|
Jul 20, 2022
Q2 2022
|
Franklin, Parlapiano, Turner & Welch, LLC
|
SELL
|
- |
-448- 3.85% |
$27.5K - $33.4K
|
11.2K
$867K
|
|
|
Jul 14, 2022
Q2 2022
|
First Bancorp, Inc
|
SELL
|
- |
-449- 2.26% |
$27.6K - $33.5K
|
19.4K
$1.51M
|
|
|
Aug 19, 2022
Q2 2022
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-450- 14.94% |
$27.7K - $33.6K
|
2.56K
$199K
|
|
|
Aug 15, 2022
Q2 2022
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-450- 3.66% |
$27.7K - $33.6K
|
11.8K
$918K
|
|
|
Aug 30, 2022
Q2 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-450- 0.78% |
$27.7K - $33.6K
|
56.9K
$4.41M
|
|
|
Jul 22, 2022
Q2 2022
|
Successful Portfolios LLC
|
SELL
|
- |
-455- 10.0% |
$28K - $33.9K
|
4.1K
$318K
|
|
|
Aug 12, 2022
Q2 2022
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-458- 2.4% |
$28.2K - $34.2K
|
18.6K
$1.44M
|
|
|
Aug 10, 2022
Q2 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-478- 0.5% |
$29.4K - $35.7K
|
94.8K
$7.35M
|
|
|
Jul 28, 2022
Q2 2022
|
True North Advisors, LLC
|
SELL
|
- |
-479- 8.98% |
$29.4K - $35.7K
|
4.86K
$376K
|
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
SELL
|
- |
-484- 0.45% |
$29.8K - $36.1K
|
107K
$8.27M
|
|
|
Aug 12, 2022
Q2 2022
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-494- 1.31% |
$30.4K - $36.8K
|
37.1K
$2.88M
|
|
|
Jul 29, 2022
Q2 2022
|
Oak Family Advisors, LLC
|
SELL
|
- |
-500- 5.62% |
$30.7K - $37.3K
|
8.4K
$651K
|
|
|
Aug 02, 2022
Q2 2022
|
Abbrea Capital, LLC
|
SELL
|
- |
-500- 1.57% |
$30.7K - $37.3K
|
31.4K
$2.44M
|
|
|
Aug 09, 2022
Q2 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-500- 5.84% |
$30.7K - $37.3K
|
8.06K
$625K
|
|
|
Aug 01, 2022
Q2 2022
|
Calamos Wealth Management LLC
|
SELL
|
- |
-505- 1.13% |
$31K - $37.7K
|
44.2K
$3.42M
|
|
|
Jul 28, 2022
Q2 2022
|
North Star Asset Management Inc
|
SELL
|
- |
-506- 5.26% |
$31.1K - $37.7K
|
9.12K
$707K
|
|
|
Jul 15, 2022
Q2 2022
|
Transform Wealth, LLC
|
SELL
|
- |
-507- 5.04% |
$31.2K - $37.8K
|
9.55K
$740K
|
|
|
Aug 04, 2022
Q2 2022
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-512- 10.3% |
$31.5K - $38.2K
|
4.46K
$346K
|
|
|
Aug 04, 2022
Q2 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-520- 2.94% |
$32K - $38.8K
|
17.2K
$1.33M
|
|
|
Aug 16, 2022
Q2 2022
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-520- 1.95% |
$32K - $38.8K
|
26.2K
$2.03M
|
|
|
Jul 18, 2022
Q2 2022
|
Baldwin Brothers LLC
|
SELL
|
- |
-527- 16.58% |
$32.4K - $39.3K
|
2.65K
$205K
|
|
|
Jul 15, 2022
Q2 2022
|
West Bancorporation Inc
|
SELL
|
- |
-531- 4.28% |
$32.6K - $39.6K
|
11.9K
$919K
|
|
|
Aug 01, 2022
Q2 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-531- 1.75% |
$32.6K - $39.6K
|
29.8K
$2.31M
|
|
|
Jul 15, 2022
Q2 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-534- 0.51% |
$32.8K - $39.8K
|
104K
$8.04M
|
|
|
Jul 18, 2022
Q2 2022
|
Patten Group, Inc.
|
SELL
|
- |
-535- 2.66% |
$32.9K - $39.9K
|
19.6K
$1.52M
|
|
|
Aug 01, 2022
Q2 2022
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-541- 5.77% |
$33.3K - $40.4K
|
8.83K
$684K
|
|
|
Jul 13, 2022
Q2 2022
|
Avity Investment Management Inc.
|
SELL
|
- |
-550- 4.73% |
$33.8K - $41K
|
11.1K
$859K
|
|
|
Jul 15, 2022
Q2 2022
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-555- 13.44% |
$34.1K - $41.4K
|
3.58K
$277K
|
|
|
Jul 25, 2022
Q2 2022
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-557- 16.64% |
$34.2K - $41.5K
|
2.79K
$216K
|
|
|
Jul 12, 2022
Q2 2022
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-566- 1.06% |
$34.8K - $42.2K
|
52.7K
$4.08M
|
|
|
Jul 15, 2022
Q2 2022
|
Hfg Advisors, Inc.
|
SELL
|
- |
-571- 2.78% |
$35.1K - $42.6K
|
20K
$1.55M
|
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-571- 4.9% |
$35.1K - $42.6K
|
11.1K
$859K
|
|
|
Aug 02, 2022
Q2 2022
|
Holistic Financial Partners
|
SELL
|
- |
-572- 3.45% |
$35.2K - $42.7K
|
16K
$1.24M
|
|
|
Aug 01, 2022
Q2 2022
|
Harbor Advisory Corp
|
SELL
|
- |
-581- 2.25% |
$35.7K - $43.3K
|
25.2K
$1.95M
|
|
|
Aug 15, 2022
Q2 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-583- 6.7% |
$35.8K - $43.5K
|
8.12K
$629K
|
|
|
Jul 29, 2022
Q2 2022
|
Grove Bank & Trust
|
SELL
|
- |
-586- 0.85% |
$36K - $43.7K
|
68.7K
$5.33M
|
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-599- 4.13% |
$36.8K - $44.7K
|
13.9K
$1.08M
|
|
|
Aug 09, 2022
Q2 2022
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-600- 9.03% |
$36.9K - $44.8K
|
6.04K
$468K
|
|
|
Feb 28, 2024
Q2 2022
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-601- 6.44% |
$36.9K - $44.8K
|
8.73K
$676K
|
|
|
Aug 08, 2022
Q2 2022
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-605- 9.58% |
$37.2K - $45.1K
|
5.71K
$443K
|
|
|
Jul 18, 2022
Q2 2022
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-611- 0.85% |
$37.6K - $45.6K
|
71.1K
$5.51M
|
|
|
Aug 22, 2022
Q2 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-621- 13.98% |
$38.2K - $46.3K
|
3.82K
$296K
|
|
|
Jul 19, 2022
Q2 2022
|
Dougherty Wealth Advisers LLC
|
SELL
|
- |
-622Closed |
$38.2K - $46.4K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Eukles Asset Management
|
SELL
|
- |
-622- 1.55% |
$38.2K - $46.4K
|
39.4K
$3.05M
|
|
|
Jul 08, 2022
Q2 2022
|
Bank Of New Hampshire
|
SELL
|
- |
-625- 1.52% |
$38.4K - $46.6K
|
40.4K
$3.13M
|