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 12, 2022
Q2 2022
|
Capital Fund Management S.A.
Paris, I0 |
SELL
|
- |
-630- 4.51% |
$38.7K - $47K
|
13.3K
$1.03M
|
|
Dec 18, 2023
Q2 2022
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-648- 26.97% |
$39.8K - $48.3K
|
1.76K
$136K
|
|
Jul 06, 2022
Q2 2022
|
Hall Laurie J Trustee
|
SELL
|
- |
-650- 2.48% |
$40K - $48.5K
|
25.5K
$1.98M
|
|
Aug 11, 2022
Q2 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-659- 16.54% |
$40.5K - $49.2K
|
3.33K
$258K
|
|
Jul 19, 2022
Q2 2022
|
Columbia Trust CO 01012016
|
SELL
|
- |
-670- 2.31% |
$41.2K - $50K
|
28.3K
$2.19M
|
|
Jul 15, 2022
Q2 2022
|
Atlas Brown,Inc.
|
SELL
|
- |
-683- 2.38% |
$42K - $50.9K
|
28.1K
$2.18M
|
|
Aug 15, 2022
Q2 2022
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-685- 15.52% |
$42.1K - $51.1K
|
3.73K
$289K
|
|
Jul 29, 2022
Q2 2022
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-698- 8.56% |
$42.9K - $52.1K
|
7.46K
$578K
|
|
Aug 04, 2022
Q2 2022
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-710- 0.94% |
$43.7K - $53K
|
75.2K
$5.83M
|
|
Aug 01, 2022
Q2 2022
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-716- 3.43% |
$44K - $53.4K
|
20.2K
$1.56M
|
|
Aug 08, 2022
Q2 2022
|
Quent Capital, LLC
|
SELL
|
- |
-733- 0.56% |
$45.1K - $54.7K
|
129K
$10M
|
|
Jul 29, 2022
Q2 2022
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-738- 0.84% |
$45.4K - $55K
|
87.2K
$6.76M
|
|
Jul 08, 2022
Q2 2022
|
Appleton Partners Inc
|
SELL
|
- |
-770- 2.44% |
$47.3K - $57.4K
|
30.8K
$2.39M
|
|
Jul 13, 2022
Q2 2022
|
Pacific Financial Group Inc
|
SELL
|
- |
-782- 15.91% |
$48.1K - $58.3K
|
4.13K
$320K
|
|
Jul 28, 2022
Q2 2022
|
Lcm Capital Management Inc
|
SELL
|
- |
-784- 1.02% |
$48.2K - $58.5K
|
75.7K
$5.87M
|
|
Aug 15, 2022
Q2 2022
|
Mairs & Power Inc
St Paul, MN |
SELL
|
- |
-800- 11.86% |
$49.2K - $59.7K
|
5.95K
$461K
|
|
Aug 12, 2022
Q2 2022
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-800- 11.07% |
$49.2K - $59.7K
|
6.43K
$498K
|
|
Aug 15, 2022
Q2 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-800- 1.13% |
$49.2K - $59.7K
|
69.8K
$5.41M
|
|
Jul 26, 2022
Q2 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-805- 2.34% |
$49.5K - $60K
|
33.6K
$2.61M
|
|
Jul 27, 2022
Q2 2022
|
Kanawha Capital Management LLC
|
SELL
|
- |
-813- 6.59% |
$50K - $60.6K
|
11.5K
$894K
|
|
Aug 12, 2022
Q2 2022
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-831- 7.33% |
$51.1K - $62K
|
10.5K
$814K
|
|
Aug 15, 2022
Q2 2022
|
Brookmont Capital Management
Dallas, TX |
SELL
|
- |
-833- 7.07% |
$51.2K - $62.1K
|
11K
$849K
|
|
Jul 28, 2022
Q2 2022
|
Lyell Wealth Management, LP
|
SELL
|
- |
-840- 14.99% |
$51.6K - $62.7K
|
4.77K
$369K
|
|
Aug 09, 2022
Q2 2022
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-842- 5.57% |
$51.8K - $62.8K
|
14.3K
$1.11M
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-855- 2.02% |
$52.6K - $63.8K
|
41.4K
$3.21M
|
|
Jul 18, 2022
Q2 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-870- 25.71% |
$53.5K - $64.9K
|
2.51K
$195K
|
|
May 23, 2024
Q2 2022
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-879- 1.2% |
$54K - $65.6K
|
72.3K
$5.6M
|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-891- 6.14% |
$54.8K - $66.5K
|
13.6K
$1.06M
|
|
Aug 12, 2022
Q2 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-899- 14.7% |
$55.3K - $67.1K
|
5.22K
$404K
|
|
Aug 01, 2022
Q2 2022
|
American Financial Advisors, LLC
|
SELL
|
- |
-904- 2.22% |
$55.6K - $67.4K
|
39.9K
$3.09M
|
|
Jul 12, 2022
Q2 2022
|
Minot Wealth Management LLC
|
SELL
|
- |
-925- 19.89% |
$56.9K - $69K
|
3.73K
$289K
|
|
Aug 04, 2022
Q2 2022
|
Washington Trust Bank
|
SELL
|
- |
-929- 3.68% |
$57.1K - $69.3K
|
24.3K
$1.88M
|
|
Aug 15, 2022
Q2 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-934- 13.93% |
$57.4K - $69.7K
|
5.77K
$447K
|
|
Aug 12, 2022
Q2 2022
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-940Closed |
$57.8K - $70.1K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-942- 10.58% |
$57.9K - $70.3K
|
7.96K
$617K
|
|
Aug 12, 2022
Q2 2022
|
Gibson Capital, LLC
Wexford, PA |
SELL
|
- |
-963- 20.88% |
$59.2K - $71.8K
|
3.65K
$283K
|
|
Aug 03, 2022
Q2 2022
|
Financial Insights, Inc.
|
SELL
|
- |
-970- 15.36% |
$59.6K - $72.4K
|
5.35K
$414K
|
|
Aug 04, 2022
Q2 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-970- 6.72% |
$59.6K - $72.4K
|
13.5K
$1.04M
|
|
Jul 06, 2022
Q2 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-975- 2.52% |
$59.9K - $72.7K
|
37.7K
$2.92M
|
|
Aug 23, 2022
Q2 2022
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-981- 7.35% |
$60.3K - $73.2K
|
12.4K
$958K
|
|
Jul 26, 2022
Q2 2022
|
Patriot Investment Management Inc.
|
SELL
|
- |
-989- 4.73% |
$60.8K - $73.8K
|
19.9K
$1.54M
|
|
Jul 13, 2022
Q2 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-994- 23.25% |
$61.1K - $74.1K
|
3.28K
$254K
|
|
Jul 20, 2022
Q2 2022
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-995- 4.86% |
$61.2K - $74.2K
|
19.5K
$1.51M
|
|
Aug 15, 2022
Q2 2022
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1K- 14.85% |
$61.5K - $74.7K
|
5.74K
$445K
|
|
Aug 03, 2022
Q2 2022
|
First National Trust CO
|
SELL
|
- |
-1.01K- 0.8% |
$61.8K - $75K
|
124K
$9.65M
|
|
Aug 15, 2022
Q2 2022
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-1.02K- 3.31% |
$62.7K - $76.1K
|
29.8K
$2.31M
|
|
Aug 12, 2022
Q2 2022
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-1.03K- 22.19% |
$63K - $76.5K
|
3.59K
$279K
|
|
Jul 20, 2022
Q2 2022
|
Trust CO Of Vermont
|
SELL
|
- |
-1.04K- 5.67% |
$64K - $77.6K
|
17.3K
$1.34M
|
|
Jul 28, 2022
Q2 2022
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-1.04K- 22.05% |
$64K - $77.6K
|
3.68K
$285K
|
|
Jul 15, 2022
Q2 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-1.05K- 5.28% |
$64.8K - $78.6K
|
18.9K
$1.47M
|