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 01, 2022
Q2 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-15.4K- 23.14% |
$947K - $1.15M
|
51.2K
$3.97M
|
|
|
Jul 29, 2022
Q2 2022
|
Madden Advisory Services, Inc.
|
SELL
|
- |
-15.7K- 14.55% |
$963K - $1.17M
|
92K
$7.13M
|
|
|
Aug 04, 2022
Q2 2022
|
New York State Common Retirement Fund
|
SELL
|
- |
-15.7K- 23.31% |
$966K - $1.17M
|
51.7K
$4.01M
|
|
|
Jul 08, 2022
Q2 2022
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-15.8K- 28.73% |
$970K - $1.18M
|
39.1K
$3.03M
|
|
|
Aug 02, 2022
Q2 2022
|
Crestone Asset Management LLC
|
SELL
|
- |
-16K- 6.28% |
$984K - $1.19M
|
239K
$18.5M
|
|
|
Oct 23, 2023
Q2 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-16K- 5.64% |
$985K - $1.19M
|
268K
$20.7M
|
|
|
Jul 18, 2022
Q2 2022
|
Paragon Capital Management LTD
|
SELL
|
- |
-16.3K- 32.74% |
$1M - $1.22M
|
33.6K
$2.6M
|
|
|
Aug 10, 2022
Q2 2022
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-16.3K- 40.66% |
$1.01M - $1.22M
|
23.9K
$1.85M
|
|
|
Aug 02, 2022
Q2 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-16.4K- 11.2% |
$1.01M - $1.22M
|
130K
$10.1M
|
|
|
Feb 14, 2024
Q2 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-16.4K- 11.2% |
$1.01M - $1.22M
|
130K
$10.1M
|
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-16.6K- 6.27% |
$1.02M - $1.24M
|
248K
$19.2M
|
|
|
Dec 11, 2023
Q2 2022
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-16.6KClosed |
$1.02M - $1.24M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Maven Securities LTD
St Helier, Y9 |
SELL
|
- |
-16.8K- 27.14% |
$1.03M - $1.25M
|
45.2K
$3.5M
|
|
|
Aug 12, 2022
Q2 2022
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-16.9K- 5.74% |
$1.04M - $1.26M
|
277K
$21.5M
|
|
|
Jul 22, 2022
Q2 2022
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-17.3KClosed |
$1.06M - $1.29M
|
0
$0
|
|
|
Sep 16, 2022
Q2 2022
|
Private Trust CO Na
|
SELL
|
- |
-17.4K- 39.31% |
$1.07M - $1.3M
|
26.9K
$2.08M
|
|
|
Aug 03, 2022
Q2 2022
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-17.9K- 10.72% |
$1.1M - $1.33M
|
149K
$11.5M
|
|
|
Aug 12, 2022
Q2 2022
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-18.2K- 30.94% |
$1.12M - $1.36M
|
40.7K
$3.16M
|
|
|
Aug 02, 2022
Q2 2022
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-19K- 65.74% |
$1.17M - $1.42M
|
9.91K
$768K
|
|
|
Aug 03, 2022
Q2 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-19.2K- 38.9% |
$1.18M - $1.44M
|
30.2K
$2.34M
|
|
|
Jul 22, 2022
Q2 2022
|
Stegner Investment Associates Inc.
|
SELL
|
- |
-19.3K- 48.24% |
$1.19M - $1.44M
|
20.7K
$1.61M
|
|
|
Aug 09, 2022
Q2 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-19.4K- 38.8% |
$1.19M - $1.45M
|
30.6K
$2.37M
|
|
|
Jul 28, 2022
Q2 2022
|
National Bank Of Canada
|
SELL
|
- |
-19.8K- 6.27% |
$1.22M - $1.47M
|
296K
$22.9M
|
|
|
Aug 05, 2022
Q2 2022
|
Efficient Advisors, LLC
|
SELL
|
- |
-19.8K- 17.33% |
$1.22M - $1.48M
|
94.6K
$7.33M
|
|
|
Aug 15, 2022
Q2 2022
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-19.8KClosed |
$1.22M - $1.48M
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-19.9K- 3.54% |
$1.22M - $1.48M
|
542K
$42M
|
|
|
Dec 01, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-19.9K- 3.54% |
$1.22M - $1.48M
|
542K
$42M
|
|
|
Aug 09, 2022
Q2 2022
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-20.3K- 46.17% |
$1.25M - $1.51M
|
23.6K
$1.83M
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-20.8K- 90.23% |
$1.28M - $1.55M
|
2.26K
$175K
|
|
|
Aug 10, 2022
Q2 2022
|
Telemus Capital, LLC
|
SELL
|
- |
-21.1K- 34.18% |
$1.3M - $1.58M
|
40.7K
$3.16M
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-21.2K- 30.28% |
$1.31M - $1.58M
|
48.9K
$3.79M
|
|
|
Aug 05, 2022
Q2 2022
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-21.4K- 44.37% |
$1.31M - $1.59M
|
26.8K
$2.08M
|
|
|
Jul 18, 2022
Q2 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-21.4K- 6.36% |
$1.32M - $1.6M
|
316K
$24.5M
|
|
|
Aug 15, 2022
Q2 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-21.5K- 13.49% |
$1.32M - $1.6M
|
138K
$10.7M
|
|
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-21.8K- 6.5% |
$1.34M - $1.63M
|
313K
$24.3M
|
|
|
Aug 16, 2022
Q2 2022
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-22.4K- 48.61% |
$1.37M - $1.67M
|
23.6K
$1.83M
|
|
|
Jul 07, 2022
Q2 2022
|
Virginia National Bank
|
SELL
|
- |
-22.5K- 26.78% |
$1.38M - $1.68M
|
61.6K
$4.77M
|
|
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-22.6K- 97.67% |
$1.39M - $1.69M
|
541
$41.9K
|
|
|
Aug 15, 2022
Q2 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-23.3K- 8.56% |
$1.43M - $1.74M
|
249K
$19.3M
|
|
|
Jul 18, 2022
Q2 2022
|
Wesbanco Bank Inc
|
SELL
|
- |
-23.3K- 13.77% |
$1.43M - $1.74M
|
146K
$11.3M
|
|
|
Jul 19, 2022
Q2 2022
|
Asset Allocation & Management Company, LLC
|
SELL
|
- |
-24.5K- 86.18% |
$1.51M - $1.83M
|
3.93K
$305K
|
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-24.6K- 3.14% |
$1.51M - $1.83M
|
759K
$58.8M
|
|
|
Aug 05, 2022
Q2 2022
|
Dakota Wealth Management
|
SELL
|
- |
-24.9K- 29.47% |
$1.53M - $1.86M
|
59.7K
$4.63M
|
|
|
Aug 09, 2022
Q2 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-25.2K- 10.95% |
$1.55M - $1.88M
|
205K
$15.9M
|
|
|
Jul 26, 2022
Q2 2022
|
Regis Management CO LLC
|
SELL
|
- |
-25.5K- 9.63% |
$1.57M - $1.9M
|
239K
$18.5M
|
|
|
Sep 06, 2024
Q2 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-25.6K- 78.55% |
$1.57M - $1.91M
|
6.98K
$541K
|
|
|
Aug 12, 2022
Q2 2022
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-25.9K- 30.12% |
$1.59M - $1.93M
|
60.1K
$4.66M
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-25.9K- 90.15% |
$1.59M - $1.93M
|
2.83K
$220K
|
|
|
Aug 01, 2022
Q2 2022
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-25.9K- 1.33% |
$1.59M - $1.93M
|
1.92M
$149M
|
|
|
Aug 15, 2022
Q2 2022
|
Aristotle Capital Management, LLC
Los Angeles, CA |
SELL
|
- |
-26.1K- 6.14% |
$1.6M - $1.94M
|
399K
$30.9M
|