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 08, 2022
Q2 2022
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
36.2KNew |
$2.23M - $2.7M
|
36.2K
$2.81M
|
|
Jul 28, 2022
Q2 2022
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
BUY
|
- |
36.2K+ 52.71% |
$2.23M - $2.7M
|
105K
$8.13M
|
|
Aug 15, 2022
Q2 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
36.1K+ 85.78% |
$2.22M - $2.69M
|
78.2K
$6.06M
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
35.9K+ 13.67% |
$2.21M - $2.68M
|
298K
$23.1M
|
|
Jul 07, 2022
Q2 2022
|
Sequent Asset Management, LLC
|
BUY
|
- |
35.7KNew |
$2.2M - $2.66M
|
35.7K
$2.77M
|
|
Aug 11, 2022
Q2 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
35.7K+ 17.3% |
$2.19M - $2.66M
|
242K
$18.8M
|
|
Aug 15, 2022
Q2 2022
|
1607 Capital Partners, LLC
Richmond, VA |
BUY
|
- |
35.5KNew |
$2.18M - $2.65M
|
35.5K
$2.75M
|
|
Jul 25, 2022
Q2 2022
|
Btc Capital Management, Inc.
|
BUY
|
- |
35.3K+ 10.6% |
$2.17M - $2.63M
|
368K
$28.5M
|
|
Aug 12, 2022
Q2 2022
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
35K+ 42.77% |
$2.15M - $2.61M
|
117K
$9.06M
|
|
May 09, 2023
Q2 2022
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
34.7KNew |
$2.14M - $2.59M
|
34.7K
$2.69M
|
|
Aug 15, 2022
Q2 2022
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
33.9K+ 12.54% |
$2.08M - $2.53M
|
304K
$23.6M
|
|
Jul 19, 2022
Q2 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
33.8K+ 3.48% |
$2.08M - $2.52M
|
1M
$77.8M
|
|
Aug 15, 2022
Q2 2022
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
33.5K+ 25.37% |
$2.06M - $2.5M
|
166K
$12.8M
|
|
Nov 16, 2023
Q2 2022
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
BUY
|
- |
33.5K+ 95.07% |
$2.06M - $2.5M
|
68.6K
$5.32M
|
|
Aug 02, 2022
Q2 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
32.3K+ 27.26% |
$1.99M - $2.41M
|
151K
$11.7M
|
|
Apr 04, 2024
Q2 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
32.1KNew |
$1.97M - $2.4M
|
32.1K
$2.49M
|
|
Aug 15, 2022
Q2 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
32.1K+ 663.52% |
$1.97M - $2.4M
|
37K
$2.86M
|
|
Aug 09, 2022
Q2 2022
|
Swan Global Investments, LLC
Durango, CO |
BUY
|
- |
32.1K+ 8.13% |
$1.97M - $2.39M
|
427K
$33.1M
|
|
Oct 02, 2024
Q2 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
31.6K+ 536.53% |
$1.94M - $2.36M
|
37.5K
$2.91M
|
|
Aug 15, 2022
Q2 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
31.5K+ 39.16% |
$1.93M - $2.35M
|
112K
$8.66M
|
|
Aug 11, 2022
Q2 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
31.3KNew |
$1.93M - $2.34M
|
31.3K
$2.43M
|
|
Aug 11, 2022
Q2 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
31.2K+ 15.25% |
$1.92M - $2.33M
|
236K
$18.3M
|
|
Aug 03, 2022
Q2 2022
|
Darwin Advisors, LLC
|
BUY
|
- |
30.8K+ 23.69% |
$1.89M - $2.3M
|
161K
$12.5M
|
|
Aug 15, 2022
Q2 2022
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
30.8K+ 599.81% |
$1.89M - $2.3M
|
35.9K
$2.78M
|
|
Aug 01, 2022
Q2 2022
|
Legato Capital Management LLC
|
BUY
|
- |
30.6K+ 139.92% |
$1.88M - $2.29M
|
52.5K
$4.07M
|
|
Aug 15, 2022
Q2 2022
|
Quest Investment Management LLC
Lake Oswego, OR |
BUY
|
- |
29.5K+ 15.05% |
$1.81M - $2.2M
|
225K
$17.5M
|
|
Aug 12, 2022
Q2 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
27.3K+ 59.64% |
$1.68M - $2.04M
|
73.2K
$5.67M
|
|
Aug 02, 2022
Q2 2022
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
26.5K+ 10.33% |
$1.63M - $1.98M
|
284K
$22M
|
|
Jul 22, 2022
Q2 2022
|
Wooster Corthell Wealth Management, Inc.
|
BUY
|
- |
26K+ 31.18% |
$1.6M - $1.94M
|
110K
$8.49M
|
|
Aug 05, 2022
Q2 2022
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
25.8K+ 228.48% |
$1.58M - $1.92M
|
37.1K
$2.87M
|
|
Jul 08, 2022
Q2 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
25.7K+ 29.76% |
$1.58M - $1.92M
|
112K
$8.69M
|
|
Aug 03, 2022
Q2 2022
|
Assetmark, Inc
|
BUY
|
- |
25.3K+ 63.57% |
$1.56M - $1.89M
|
65.1K
$5.04M
|
|
Aug 11, 2022
Q2 2022
|
Ulrich Consultants & Investment Group, LLC
Albuquerque, NM |
BUY
|
- |
25.2KNew |
$1.55M - $1.88M
|
25.2K
$1.95M
|
|
Jul 21, 2022
Q2 2022
|
Belvedere Trading LLC
|
BUY
|
- |
25.1K+ 46.76% |
$1.54M - $1.87M
|
78.7K
$6.1M
|
|
Jul 28, 2022
Q2 2022
|
Latitude Advisors, LLC
|
BUY
|
- |
24.9KNew |
$1.53M - $1.85M
|
24.9K
$1.93M
|
|
Aug 12, 2022
Q2 2022
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
24.3KNew |
$1.49M - $1.81M
|
24.3K
$1.88M
|
|
Aug 08, 2022
Q2 2022
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
23.6K+ 27.63% |
$1.45M - $1.76M
|
109K
$8.46M
|
|
Aug 15, 2022
Q2 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
23.6K+ 0.26% |
$1.45M - $1.76M
|
9.24M
$716M
|
|
Aug 11, 2022
Q2 2022
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
BUY
|
- |
22.9KNew |
$1.4M - $1.7M
|
22.9K
$1.77M
|
|
Jul 14, 2022
Q2 2022
|
Leith Wheeler Investment Counsel Ltd.
|
BUY
|
- |
22.7KNew |
$1.4M - $1.7M
|
22.7K
$1.76M
|
|
Jul 22, 2022
Q2 2022
|
Patton Fund Management, Inc.
|
BUY
|
- |
22.7K+ 10.91% |
$1.4M - $1.69M
|
231K
$17.9M
|
|
Aug 12, 2022
Q2 2022
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
22.4K+ 127.14% |
$1.38M - $1.67M
|
40K
$3.1M
|
|
Aug 10, 2022
Q2 2022
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
22.3K+ 4.93% |
$1.37M - $1.66M
|
474K
$36.8M
|
|
Jul 22, 2022
Q2 2022
|
Rnc Capital Management LLC
|
BUY
|
- |
22.2K+ 118.45% |
$1.37M - $1.66M
|
41K
$3.18M
|
|
Aug 10, 2022
Q2 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
21.6K+ 3.42% |
$1.33M - $1.61M
|
654K
$50.7M
|
|
Aug 02, 2022
Q2 2022
|
Clear Street Markets LLC
|
BUY
|
- |
21.5K+ 1588.89% |
$1.32M - $1.6M
|
22.8K
$1.77M
|
|
Aug 02, 2022
Q2 2022
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
21.2K+ 64.43% |
$1.3M - $1.58M
|
54.1K
$4.19M
|
|
Aug 12, 2022
Q2 2022
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
21K+ 2.36% |
$1.29M - $1.56M
|
909K
$70.5M
|
|
Aug 12, 2022
Q2 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
20.8K+ 12.36% |
$1.28M - $1.55M
|
189K
$14.6M
|
|
Aug 08, 2022
Q2 2022
|
Edge Capital Group, LLC
|
BUY
|
- |
20.7K+ 23.56% |
$1.27M - $1.55M
|
109K
$8.42M
|