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 15, 2022
Q2 2022
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-5.91K- 13.44% |
$364K - $441K
|
38.1K
$2.95M
|
|
Aug 15, 2022
Q2 2022
|
1832 Asset Management L.P.
Toronto, A6 |
SELL
|
- |
-5.96K- 9.02% |
$367K - $445K
|
60.1K
$4.66M
|
|
Aug 25, 2023
Q2 2022
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-5.97KClosed |
$367K - $445K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Financial Planners Of Cleveland, Inc.
Mayfield Heights, OH |
SELL
|
- |
-6.08KClosed |
$374K - $453K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-6.1K- 99.93% |
$375K - $455K
|
4
$310
|
|
Aug 22, 2022
Q2 2022
|
Legal & General Group PLC
London, X0 |
SELL
|
- |
-6.1K- 18.94% |
$375K - $455K
|
26.1K
$2.02M
|
|
Jul 26, 2022
Q2 2022
|
Apeiron Ria LLC
|
SELL
|
- |
-6.12KClosed |
$376K - $457K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-6.13K- 5.24% |
$377K - $457K
|
111K
$8.58M
|
|
Jul 19, 2022
Q2 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-6.21KClosed |
$382K - $463K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-6.22K- 3.33% |
$382K - $464K
|
181K
$14M
|
|
Aug 09, 2022
Q2 2022
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-6.24K- 29.53% |
$384K - $466K
|
14.9K
$1.15M
|
|
Aug 08, 2022
Q2 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-6.3KClosed |
$387K - $470K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Ieq Capital, LLC
|
SELL
|
- |
-6.34K- 3.61% |
$389K - $473K
|
169K
$13.1M
|
|
Jul 19, 2022
Q2 2022
|
Mv Capital Management, Inc.
|
SELL
|
- |
-6.5K- 80.79% |
$399K - $485K
|
1.55K
$120K
|
|
Aug 12, 2022
Q2 2022
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-6.55KClosed |
$403K - $489K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-6.58KClosed |
$405K - $491K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-6.66K- 39.84% |
$409K - $497K
|
10.1K
$779K
|
|
Jul 13, 2022
Q2 2022
|
Strategy Asset Managers LLC
|
SELL
|
- |
-6.73K- 60.71% |
$414K - $502K
|
4.35K
$337K
|
|
Aug 04, 2022
Q2 2022
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-6.74K- 8.73% |
$414K - $502K
|
70.4K
$5.46M
|
|
Aug 12, 2022
Q2 2022
|
Edgestream Partners, L.P.
Princeton, NJ |
SELL
|
- |
-6.75K- 61.91% |
$415K - $504K
|
4.15K
$322K
|
|
Aug 15, 2022
Q2 2022
|
Transparent Wealth Partners LLC
Little Rock, AR |
SELL
|
- |
-6.79KClosed |
$417K - $506K
|
0
$0
|
|
Aug 03, 2022
Q2 2022
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-6.8K- 3.94% |
$418K - $507K
|
166K
$12.9M
|
|
Aug 15, 2022
Q2 2022
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-6.82K- 2.82% |
$419K - $509K
|
235K
$18.2M
|
|
Aug 08, 2022
Q2 2022
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-6.94K- 9.92% |
$427K - $518K
|
63K
$4.89M
|
|
Jul 11, 2022
Q2 2022
|
Leo Brokerage, LLC
|
SELL
|
- |
-7.08KClosed |
$435K - $528K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Pettinga Financial Advisors, LLC
|
SELL
|
- |
-7.09K- 13.66% |
$436K - $529K
|
44.8K
$3.48M
|
|
Jul 26, 2022
Q2 2022
|
Great Diamond Partners, LLC
|
SELL
|
- |
-7.28K- 18.02% |
$447K - $543K
|
33.1K
$2.57M
|
|
Jul 26, 2022
Q2 2022
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-7.37K- 8.63% |
$453K - $550K
|
78.1K
$6.05M
|
|
Aug 05, 2022
Q2 2022
|
Absolute Capital Management, LLC
|
SELL
|
- |
-7.39KClosed |
$454K - $551K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Lansing Street Advisors
|
SELL
|
- |
-7.39K- 23.56% |
$454K - $551K
|
24K
$1.86M
|
|
Jul 25, 2022
Q2 2022
|
Legacy Advisors, LLC
|
SELL
|
- |
-7.39KClosed |
$454K - $551K
|
0
$0
|
|
May 09, 2023
Q2 2022
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-7.43K- 3.41% |
$457K - $554K
|
211K
$16.3M
|
|
Jul 21, 2022
Q2 2022
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-7.47KClosed |
$460K - $557K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-7.54K- 32.45% |
$463K - $562K
|
15.7K
$1.22M
|
|
Aug 03, 2022
Q2 2022
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-7.54K- 1.89% |
$463K - $562K
|
391K
$30.3M
|
|
Aug 01, 2022
Q2 2022
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-7.56K- 4.95% |
$465K - $564K
|
145K
$11.3M
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO
|
SELL
|
- |
-7.64K- 3.84% |
$470K - $570K
|
192K
$14.8M
|
|
Jul 26, 2022
Q2 2022
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-7.78K- 12.14% |
$478K - $580K
|
56.3K
$4.36M
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-7.8K- 20.29% |
$480K - $582K
|
30.7K
$2.38M
|
|
Jul 13, 2022
Q2 2022
|
Domani Wealth, LLC
|
SELL
|
- |
-7.85K- 2.52% |
$483K - $586K
|
304K
$23.5M
|
|
Jul 13, 2022
Q2 2022
|
Belmont Capital, LLC
|
SELL
|
- |
-7.9K- 6.05% |
$486K - $589K
|
123K
$9.5M
|
|
Aug 04, 2022
Q2 2022
|
Addison Advisors LLC
|
SELL
|
- |
-7.9K- 97.02% |
$486K - $589K
|
243
$18.8K
|
|
Jul 22, 2022
Q2 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-8.04K- 20.69% |
$494K - $600K
|
30.8K
$2.39M
|
|
Jul 18, 2022
Q2 2022
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-8.05K- 10.4% |
$495K - $600K
|
69.3K
$5.37M
|
|
Jul 27, 2022
Q2 2022
|
Mission Wealth Management, LP
|
SELL
|
- |
-8.12K- 11.28% |
$499K - $606K
|
63.9K
$4.95M
|
|
Aug 12, 2022
Q2 2022
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-8.19KClosed |
$504K - $611K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Eagle Ridge Investment Management
|
SELL
|
- |
-8.34KClosed |
$513K - $622K
|
0
$0
|
|
Jul 19, 2022
Q2 2022
|
Twele Capital Management, Inc.
|
SELL
|
- |
-8.45K- 1.21% |
$520K - $630K
|
691K
$53.6M
|
|
Aug 15, 2022
Q2 2022
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
SELL
|
- |
-8.47K- 28.11% |
$520K - $631K
|
21.6K
$1.68M
|
|
Aug 02, 2022
Q2 2022
|
In Track Investment Management Inc
|
SELL
|
- |
-8.48K- 17.61% |
$521K - $632K
|
39.7K
$3.07M
|