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
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
11KNew |
$676K - $821K
|
11K
$853K
|
|
|
Jul 27, 2022
Q2 2022
|
Csenge Advisory Group
|
BUY
|
- |
11K+ 11.82% |
$676K - $820K
|
104K
$8.06M
|
|
|
Jul 11, 2022
Q2 2022
|
Prism Advisors, Inc.
|
BUY
|
- |
11K+ 4.24% |
$674K - $817K
|
270K
$20.9M
|
|
|
Aug 05, 2022
Q2 2022
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
10.8K+ 27.03% |
$664K - $806K
|
50.7K
$3.93M
|
|
|
Jun 27, 2023
Q2 2022
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
10.6K+ 21.45% |
$650K - $789K
|
59.9K
$4.64M
|
|
|
Aug 02, 2022
Q2 2022
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
10.2K+ 10.6% |
$630K - $764K
|
107K
$8.28M
|
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
10K+ 1.01% |
$616K - $747K
|
1M
$77.6M
|
|
|
Jul 13, 2022
Q2 2022
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
9.91K+ 4.24% |
$609K - $739K
|
243K
$18.9M
|
|
|
Jul 29, 2022
Q2 2022
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
9.75K+ 38.09% |
$599K - $727K
|
35.3K
$2.74M
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
9.61KNew |
$591K - $716K
|
9.61K
$744K
|
|
|
Jul 22, 2022
Q2 2022
|
Lincoln Capital Corp
|
BUY
|
- |
9.57KNew |
$588K - $714K
|
9.57K
$742K
|
|
|
Aug 08, 2022
Q2 2022
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
9.4K+ 48.03% |
$578K - $701K
|
29K
$2.25M
|
|
|
Jul 27, 2022
Q2 2022
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
9.39KNew |
$578K - $701K
|
9.39K
$728K
|
|
|
Aug 15, 2022
Q2 2022
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
9.25K+ 20.83% |
$569K - $690K
|
53.7K
$4.16M
|
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
9.18K+ 7.38% |
$564K - $685K
|
134K
$10.4M
|
|
|
Aug 12, 2022
Q2 2022
|
First Interstate Bank
Billings, MT |
BUY
|
- |
9.01K+ 17.33% |
$554K - $672K
|
61K
$4.73M
|
|
|
Aug 15, 2022
Q2 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
8.76K+ 0.89% |
$538K - $653K
|
990K
$76.7M
|
|
|
Jul 25, 2022
Q2 2022
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
8.76K+ 38.29% |
$538K - $653K
|
31.6K
$2.45M
|
|
|
Aug 12, 2022
Q2 2022
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
8.66K+ 3.63% |
$532K - $646K
|
247K
$19.2M
|
|
|
Aug 11, 2022
Q2 2022
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
8.6K+ 12.76% |
$529K - $641K
|
76K
$5.89M
|
|
|
Aug 04, 2022
Q2 2022
|
North Rock Partners, LLC
|
BUY
|
- |
8.57K+ 47.24% |
$527K - $639K
|
26.7K
$2.07M
|
|
|
Jul 28, 2022
Q2 2022
|
Oldfather Financial Services, LLC
|
BUY
|
- |
8.54K+ 11.43% |
$525K - $637K
|
83.2K
$6.45M
|
|
|
Jul 19, 2022
Q2 2022
|
Icon Wealth Partners, LLC
|
BUY
|
- |
8.35K+ 119.1% |
$513K - $623K
|
15.4K
$1.19M
|
|
|
Jul 19, 2022
Q2 2022
|
Horan Securities, Inc.
|
BUY
|
- |
8.3K+ 691.33% |
$510K - $619K
|
9.5K
$736K
|
|
|
Aug 25, 2022
Q2 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
8.15K+ 5.66% |
$501K - $608K
|
152K
$11.8M
|
|
|
Jul 22, 2022
Q2 2022
|
Sns Financial Group, LLC
|
BUY
|
- |
8.06K+ 4.11% |
$496K - $601K
|
204K
$15.8M
|
|
|
Jul 27, 2022
Q2 2022
|
Qcm Cayman, Ltd.
|
BUY
|
- |
8.04KNew |
$494K - $599K
|
8.04K
$623K
|
|
|
Jul 20, 2022
Q2 2022
|
Cypress Financial Planning LLC
|
BUY
|
- |
8KNew |
$492K - $597K
|
8K
$620K
|
|
|
Jul 29, 2022
Q2 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
7.78K+ 2.58% |
$478K - $580K
|
309K
$24M
|
|
|
Jul 13, 2022
Q2 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
7.62K+ 9.29% |
$468K - $568K
|
89.6K
$6.94M
|
|
|
Jul 15, 2022
Q2 2022
|
Bell Bank
|
BUY
|
- |
7.57KNew |
$465K - $565K
|
7.57K
$587K
|
|
|
Aug 11, 2022
Q2 2022
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
BUY
|
- |
7.51KNew |
$462K - $560K
|
7.51K
$582K
|
|
|
Jul 22, 2022
Q2 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
7.49K+ 21.48% |
$460K - $559K
|
42.4K
$3.28M
|
|
|
Jul 25, 2022
Q2 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
7.49K+ 3.13% |
$460K - $559K
|
247K
$19.1M
|
|
|
Aug 06, 2024
Q2 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
7.49K+ 3.13% |
$460K - $559K
|
247K
$19.1M
|
|
|
Aug 05, 2022
Q2 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
7.37K+ 21.78% |
$453K - $550K
|
41.2K
$3.19M
|
|
|
Aug 11, 2022
Q2 2022
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
7.22KNew |
$444K - $538K
|
7.22K
$559K
|
|
|
Jul 19, 2022
Q2 2022
|
4 Thought Financial Group Inc.
|
BUY
|
- |
7.2K+ 12.62% |
$443K - $537K
|
64.3K
$4.98M
|
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
7.11K+ 136.88% |
$437K - $530K
|
12.3K
$953K
|
|
|
Aug 08, 2022
Q2 2022
|
Townsquare Capital LLC
|
BUY
|
- |
7.06K+ 73.82% |
$434K - $526K
|
16.6K
$1.29M
|
|
|
Jul 22, 2022
Q2 2022
|
Hartford Investment Management CO
|
BUY
|
- |
6.89KNew |
$424K - $514K
|
6.89K
$534K
|
|
|
Jul 25, 2022
Q2 2022
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
6.89K+ 2.64% |
$423K - $514K
|
267K
$20.7M
|
|
|
Jul 13, 2022
Q2 2022
|
First National Bank Of South Miami
|
BUY
|
- |
6.89K+ 3.68% |
$423K - $514K
|
194K
$15M
|
|
|
Jul 28, 2022
Q2 2022
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
6.81KNew |
$418K - $508K
|
6.81K
$527K
|
|
|
Jul 28, 2022
Q2 2022
|
Sageworth Trust CO Of South Dakota
|
BUY
|
- |
6.7KNew |
$412K - $500K
|
6.7K
$519K
|
|
|
Aug 15, 2022
Q2 2022
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
6.68K+ 101.4% |
$411K - $499K
|
13.3K
$1.03M
|
|
|
Aug 11, 2022
Q2 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
6.64K+ 42.81% |
$408K - $495K
|
22.1K
$1.72M
|
|
|
Aug 03, 2022
Q2 2022
|
Tfc Financial Management
|
BUY
|
- |
6.59K+ 5106.98% |
$405K - $491K
|
6.72K
$521K
|
|
|
Aug 08, 2022
Q2 2022
|
Allen Investment Management LLC
|
BUY
|
- |
6.54K+ 4.2% |
$402K - $488K
|
162K
$12.6M
|
|
|
Aug 10, 2022
Q2 2022
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
6.53K+ 100.54% |
$402K - $487K
|
13K
$1.01M
|