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 09, 2022
Q2 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
20.4K+ 3.0% |
$1.25M - $1.52M
|
698K
$54.1M
|
|
Nov 10, 2022
Q2 2022
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
BUY
|
- |
20.2KNew |
$1.24M - $1.5M
|
20.2K
$1.56M
|
|
Aug 02, 2022
Q2 2022
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
19.8K+ 255.99% |
$1.22M - $1.48M
|
27.5K
$2.13M
|
|
Aug 03, 2022
Q2 2022
|
Salomon & Ludwin, LLC
|
BUY
|
- |
19.5K+ 7.58% |
$1.2M - $1.46M
|
277K
$21.5M
|
|
Jul 11, 2022
Q2 2022
|
Stone Asset Management Inc.
|
BUY
|
- |
19.3K+ 89.72% |
$1.18M - $1.44M
|
40.7K
$3.16M
|
|
Aug 12, 2022
Q2 2022
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
19.2K+ 2.33% |
$1.18M - $1.43M
|
843K
$65.4M
|
|
Aug 09, 2022
Q2 2022
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
19.1K+ 29.04% |
$1.17M - $1.42M
|
84.8K
$6.57M
|
|
Aug 08, 2022
Q2 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
19.1K+ 4440.79% |
$1.17M - $1.42M
|
19.5K
$1.51M
|
|
Aug 15, 2022
Q2 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
18.9K+ 18.14% |
$1.16M - $1.41M
|
123K
$9.53M
|
|
Jul 26, 2022
Q2 2022
|
Bouchey Financial Group LTD
|
BUY
|
- |
18.3KNew |
$1.13M - $1.36M
|
18.3K
$1.42M
|
|
Aug 05, 2022
Q2 2022
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
18.1K+ 60.83% |
$1.11M - $1.35M
|
47.7K
$3.7M
|
|
Aug 09, 2022
Q2 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
18K+ 2.57% |
$1.1M - $1.34M
|
717K
$55.6M
|
|
Aug 19, 2022
Q2 2022
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
17.8KNew |
$1.1M - $1.33M
|
17.8K
$1.38M
|
|
Aug 15, 2022
Q2 2022
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
17.8KNew |
$1.09M - $1.33M
|
17.8K
$1.38M
|
|
Jul 22, 2022
Q2 2022
|
Momentum Advisors, LLC
|
BUY
|
- |
17.6KNew |
$1.08M - $1.31M
|
17.6K
$1.36M
|
|
Jul 21, 2022
Q2 2022
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
17.1K+ 12.11% |
$1.05M - $1.28M
|
159K
$12.3M
|
|
Jul 29, 2022
Q2 2022
|
Greenfield Savings Bank
|
BUY
|
- |
16.9KNew |
$1.04M - $1.26M
|
16.9K
$1.31M
|
|
Aug 04, 2022
Q2 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
16.8K+ 11.41% |
$1.03M - $1.25M
|
164K
$12.7M
|
|
Sep 23, 2022
Q2 2022
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
16.7K+ 167.97% |
$1.02M - $1.24M
|
26.6K
$2.06M
|
|
Aug 12, 2022
Q2 2022
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
16.4K+ 36.52% |
$1.01M - $1.22M
|
61.4K
$4.76M
|
|
Jul 20, 2022
Q2 2022
|
Security Financial Services, Inc.
|
BUY
|
- |
16.3K+ 110.64% |
$1M - $1.22M
|
31.1K
$2.41M
|
|
Jul 25, 2022
Q2 2022
|
Jmac Enterprises LLC
|
BUY
|
- |
15.8K+ 26.94% |
$971K - $1.18M
|
74.5K
$5.77M
|
|
Aug 15, 2022
Q2 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
15.8K+ 38.22% |
$968K - $1.17M
|
57K
$4.41M
|
|
Jul 26, 2022
Q2 2022
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
15.5K+ 109.38% |
$955K - $1.16M
|
29.7K
$2.3M
|
|
May 15, 2024
Q2 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
15.5K+ 1831.48% |
$951K - $1.15M
|
16.3K
$1.26M
|
|
Aug 11, 2022
Q2 2022
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
15.3K+ 0.58% |
$939K - $1.14M
|
2.64M
$205M
|
|
Aug 05, 2022
Q2 2022
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
15K+ 20.82% |
$924K - $1.12M
|
87.2K
$6.76M
|
|
Aug 11, 2022
Q2 2022
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
14.9K+ 194.11% |
$916K - $1.11M
|
22.6K
$1.75M
|
|
Aug 03, 2022
Q2 2022
|
Waldron Private Wealth LLC
|
BUY
|
- |
14.6K+ 7.54% |
$896K - $1.09M
|
208K
$16.1M
|
|
Aug 15, 2022
Q2 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
14.4K+ 0.86% |
$885K - $1.07M
|
1.68M
$130M
|
|
Jul 27, 2022
Q2 2022
|
Fifth Third Securities, Inc.
|
BUY
|
- |
14.4KNew |
$883K - $1.07M
|
14.4K
$1.11M
|
|
Jul 11, 2022
Q2 2022
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
14.2KNew |
$874K - $1.06M
|
14.2K
$1.1M
|
|
Jul 21, 2022
Q2 2022
|
Arcadia Investment Management Corp
|
BUY
|
- |
13.9K+ 42.85% |
$853K - $1.03M
|
46.2K
$3.58M
|
|
Jul 19, 2022
Q2 2022
|
Orin Green Financial, LLC
|
BUY
|
- |
13.9K+ 13.1% |
$852K - $1.03M
|
120K
$9.27M
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
BUY
|
- |
13.5K+ 5.42% |
$829K - $1.01M
|
262K
$20.3M
|
|
Jul 18, 2022
Q2 2022
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
13.3KNew |
$816K - $990K
|
13.3K
$1.03M
|
|
Aug 08, 2022
Q2 2022
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
13KNew |
$798K - $968K
|
13K
$1.01M
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
12.8K+ 1.87% |
$785K - $952K
|
695K
$53.9M
|
|
Aug 15, 2022
Q2 2022
|
Truvvo Partners LLC
New York, NY |
BUY
|
- |
12.3KNew |
$758K - $920K
|
12.3K
$956K
|
|
Aug 15, 2022
Q2 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
12.2K+ 1.33% |
$752K - $912K
|
932K
$72.2M
|
|
Aug 11, 2022
Q2 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
12.1K+ 897.63% |
$744K - $903K
|
13.5K
$1.04M
|
|
Aug 11, 2022
Q2 2022
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
12K+ 10.79% |
$741K - $898K
|
124K
$9.59M
|
|
Aug 12, 2022
Q2 2022
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
12KNew |
$737K - $894K
|
12K
$929K
|
|
Aug 15, 2022
Q2 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
11.8K+ 1.47% |
$728K - $883K
|
820K
$63.5M
|
|
Aug 11, 2023
Q2 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
11.8K+ 1.47% |
$728K - $883K
|
820K
$63.5M
|
|
Aug 15, 2022
Q2 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
11.7K+ 6.08% |
$722K - $875K
|
205K
$15.9M
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
11.7K+ 17.94% |
$721K - $874K
|
77K
$5.97M
|
|
Jul 11, 2022
Q2 2022
|
American National Bank
|
BUY
|
- |
11.2K+ 5090.91% |
$689K - $835K
|
11.4K
$885K
|
|
Aug 02, 2022
Q2 2022
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
11.2K+ 9.93% |
$688K - $834K
|
124K
$9.6M
|
|
Aug 11, 2022
Q2 2022
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
11KNew |
$677K - $822K
|
11K
$854K
|