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 02, 2022
Q2 2022
|
J.P. Marvel Investment Advisors, LLC
|
SELL
|
- |
-4.05KClosed |
$249K - $302K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Allie Family Office LLC
|
SELL
|
- |
-4.07K- 1.91% |
$250K - $303K
|
209K
$16.3M
|
|
|
Aug 15, 2022
Q2 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-4.11K- 4.35% |
$253K - $306K
|
90.3K
$7.03M
|
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-4.15K- 30.16% |
$255K - $310K
|
9.61K
$749K
|
|
|
Aug 04, 2022
Q2 2022
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-4.18KClosed |
$257K - $311K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-4.2K- 1.51% |
$258K - $313K
|
275K
$21.4M
|
|
|
Jul 20, 2023
Q2 2022
|
Rockwood Wealth Management, LLC
New Hope, PA |
SELL
|
- |
-4.24KClosed |
$261K - $316K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-4.33K- 2.18% |
$266K - $323K
|
194K
$15.1M
|
|
|
Jul 25, 2022
Q2 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-4.36KClosed |
$268K - $325K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-4.37K- 9.46% |
$269K - $326K
|
41.8K
$3.26M
|
|
|
Aug 10, 2022
Q2 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-4.39K- 11.3% |
$270K - $327K
|
34.4K
$2.68M
|
|
|
Jul 08, 2022
Q2 2022
|
Qp Wealth Management, LLC
|
SELL
|
- |
-4.4K- 40.29% |
$271K - $328K
|
6.52K
$508K
|
|
|
Jul 13, 2022
Q2 2022
|
Evanson Asset Management, LLC
|
SELL
|
- |
-4.44K- 15.48% |
$273K - $331K
|
24.2K
$1.89M
|
|
|
Aug 11, 2022
Q2 2022
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-4.44K- 4.48% |
$273K - $331K
|
94.6K
$7.37M
|
|
|
Aug 02, 2022
Q2 2022
|
Maple Capital Management, Inc.
|
SELL
|
- |
-4.46K- 13.96% |
$274K - $333K
|
27.5K
$2.14M
|
|
|
Jul 29, 2022
Q2 2022
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-4.51KClosed |
$277K - $336K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-4.55K- 50.72% |
$280K - $340K
|
4.43K
$345K
|
|
|
Jul 13, 2022
Q2 2022
|
Private Wealth Group, LLC
|
SELL
|
- |
-4.59K- 29.75% |
$282K - $342K
|
10.8K
$844K
|
|
|
Aug 05, 2022
Q2 2022
|
Archer Investment Corp
|
SELL
|
- |
-4.61K- 25.01% |
$284K - $344K
|
13.8K
$1.08M
|
|
|
Aug 12, 2022
Q2 2022
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-4.63KClosed |
$285K - $345K
|
0
$0
|
|
|
Aug 16, 2022
Q2 2022
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-4.66K- 33.37% |
$287K - $348K
|
9.31K
$725K
|
|
|
Aug 10, 2022
Q2 2022
|
Vicus Capital
State College, PA |
SELL
|
- |
-4.73KClosed |
$291K - $353K
|
0
$0
|
|
|
Jul 06, 2022
Q2 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-4.74K- 60.7% |
$291K - $353K
|
3.07K
$239K
|
|
|
Aug 24, 2022
Q2 2022
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-4.78K- 4.15% |
$294K - $357K
|
110K
$8.6M
|
|
|
Aug 11, 2022
Q2 2022
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-4.79K- 28.92% |
$295K - $358K
|
11.8K
$918K
|
|
|
Aug 10, 2022
Q2 2022
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-4.85K- 0.99% |
$298K - $362K
|
486K
$37.9M
|
|
|
Aug 12, 2022
Q2 2022
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-4.86K- 3.52% |
$299K - $362K
|
133K
$10.4M
|
|
|
Sep 06, 2022
Q2 2022
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-4.91KClosed |
$302K - $366K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-4.96K- 97.33% |
$305K - $370K
|
136
$10.6K
|
|
|
Aug 16, 2022
Q2 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-4.99KClosed |
$307K - $372K
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Private Ocean, LLC
|
SELL
|
- |
-5.04K- 16.62% |
$310K - $376K
|
25.3K
$1.97M
|
|
|
Aug 10, 2022
Q2 2022
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-5.19K- 32.86% |
$319K - $387K
|
10.6K
$826K
|
|
|
Aug 12, 2022
Q2 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
SELL
|
- |
-5.19KClosed |
$319K - $387K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-5.23K- 23.39% |
$321K - $390K
|
17.1K
$1.33M
|
|
|
Jul 22, 2022
Q2 2022
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-5.32K- 18.68% |
$327K - $397K
|
23.2K
$1.8M
|
|
|
Aug 10, 2022
Q2 2022
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-5.32K- 12.82% |
$327K - $397K
|
36.2K
$2.82M
|
|
|
Aug 14, 2024
Q2 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-5.34K- 4.31% |
$328K - $398K
|
119K
$9.24M
|
|
|
Aug 02, 2022
Q2 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-5.35K- 25.9% |
$329K - $399K
|
15.3K
$1.19M
|
|
|
Jul 13, 2022
Q2 2022
|
Alamar Capital Management, LLC
|
SELL
|
- |
-5.37K- 17.78% |
$330K - $400K
|
24.8K
$1.93M
|
|
|
Aug 16, 2022
Q2 2022
|
Connors Investor Services Inc
Wyomissing, PA |
SELL
|
- |
-5.38K- 7.39% |
$331K - $401K
|
67.4K
$5.25M
|
|
|
Aug 12, 2022
Q2 2022
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-5.43KClosed |
$334K - $405K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-5.45KClosed |
$335K - $407K
|
0
$0
|
|
|
Oct 03, 2022
Q2 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-5.46K- 28.99% |
$335K - $407K
|
13.4K
$1.04M
|
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-5.5K- 3.2% |
$338K - $410K
|
166K
$13M
|
|
|
Jul 15, 2022
Q2 2022
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-5.53K- 8.83% |
$340K - $412K
|
57.1K
$4.45M
|
|
|
Aug 04, 2022
Q2 2022
|
Bank Ozk
|
SELL
|
- |
-5.63K- 15.24% |
$346K - $420K
|
31.3K
$2.44M
|
|
|
Jul 25, 2022
Q2 2022
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-5.65K- 14.02% |
$347K - $421K
|
34.6K
$2.7M
|
|
|
Aug 15, 2022
Q2 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-5.84K- 5.59% |
$359K - $436K
|
98.8K
$7.69M
|
|
|
Aug 02, 2022
Q2 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-5.87K- 4.02% |
$361K - $438K
|
140K
$10.9M
|
|
|
Aug 12, 2022
Q2 2022
|
Taylor Hoffman Wealth Management
Richmond, VA |
SELL
|
- |
-5.88KClosed |
$361K - $438K
|
0
$0
|