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 |
---|---|---|---|---|---|---|---|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
BUY
|
- |
6.39K+ 7.45% |
$393K - $476K
|
92.1K
$7.14M
|
|
Aug 01, 2022
Q2 2022
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
6.34K+ 52.51% |
$390K - $473K
|
18.4K
$1.43M
|
|
Aug 11, 2022
Q2 2022
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
6.34K+ 30.3% |
$390K - $473K
|
27.3K
$2.11M
|
|
Jul 25, 2022
Q2 2022
|
Sage Financial Group Inc
|
BUY
|
- |
6.31KNew |
$388K - $470K
|
6.31K
$489K
|
|
Aug 11, 2022
Q2 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
6.3K+ 254.11% |
$387K - $470K
|
8.78K
$681K
|
|
Aug 12, 2022
Q2 2022
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
6.3KNew |
$387K - $470K
|
6.3K
$488K
|
|
Aug 02, 2022
Q2 2022
|
Jennison Associates LLC
|
BUY
|
- |
6.26KNew |
$385K - $467K
|
6.26K
$485K
|
|
Jul 29, 2022
Q2 2022
|
Close Asset Management LTD
|
BUY
|
- |
6.23KNew |
$383K - $465K
|
6.23K
$483K
|
|
Jul 22, 2022
Q2 2022
|
Savant Capital, LLC
|
BUY
|
- |
6.18K+ 11.69% |
$380K - $461K
|
59.1K
$4.58M
|
|
Jul 27, 2022
Q2 2022
|
Madrona Financial Services, LLC
|
BUY
|
- |
6.18K+ 12.87% |
$380K - $461K
|
54.2K
$4.2M
|
|
Aug 12, 2022
Q2 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
6.13K+ 27.68% |
$377K - $457K
|
28.2K
$2.19M
|
|
Aug 04, 2022
Q2 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
6.11KNew |
$376K - $456K
|
6.11K
$474K
|
|
Aug 02, 2022
Q2 2022
|
Powell Investment Advisors, LLC
|
BUY
|
- |
6.06K+ 6.08% |
$373K - $452K
|
106K
$8.2M
|
|
Aug 01, 2022
Q2 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
5.98KNew |
$368K - $446K
|
5.98K
$464K
|
|
Aug 01, 2022
Q2 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
5.9K+ 163.89% |
$363K - $440K
|
9.5K
$736K
|
|
Jul 15, 2022
Q2 2022
|
Capital City Trust CO
|
BUY
|
- |
5.89KNew |
$362K - $439K
|
5.89K
$456K
|
|
Aug 04, 2022
Q2 2022
|
Slate Stone Wealth, LLC
|
BUY
|
- |
5.88K+ 200.79% |
$362K - $439K
|
8.81K
$683K
|
|
Aug 09, 2022
Q2 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
5.85K+ 9.58% |
$360K - $437K
|
66.9K
$5.19M
|
|
Aug 15, 2022
Q2 2022
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
5.85K+ 47.48% |
$360K - $436K
|
18.2K
$1.41M
|
|
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
5.71K+ 1.7% |
$351K - $426K
|
343K
$26.6M
|
|
Jul 19, 2022
Q2 2022
|
Verger Capital Management LLC
|
BUY
|
- |
5.69K+ 2.38% |
$350K - $424K
|
244K
$18.9M
|
|
Aug 15, 2022
Q2 2022
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
5.68KNew |
$349K - $423K
|
5.68K
$440K
|
|
Aug 11, 2022
Q2 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.67K+ 10.42% |
$349K - $423K
|
60.1K
$4.66M
|
|
Jul 27, 2022
Q2 2022
|
Advisor Resource Council
|
BUY
|
- |
5.62KNew |
$346K - $419K
|
5.62K
$436K
|
|
Sep 13, 2022
Q2 2022
|
Brown Advisory Inc
|
BUY
|
- |
5.6K+ 1.07% |
$345K - $418K
|
527K
$40.9M
|
|
Jul 13, 2022
Q2 2022
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
5.5KNew |
$338K - $410K
|
5.5K
$426K
|
|
Aug 10, 2022
Q2 2022
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
5.49K+ 21.3% |
$338K - $410K
|
31.3K
$2.42M
|
|
Aug 12, 2022
Q2 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
5.49K+ 4.97% |
$337K - $409K
|
116K
$8.98M
|
|
Jul 11, 2022
Q2 2022
|
Innova Wealth Partners
|
BUY
|
- |
5.48K+ 87.35% |
$337K - $408K
|
11.7K
$910K
|
|
Aug 01, 2022
Q2 2022
|
Ifg Advisors, LLC
|
BUY
|
- |
5.42K+ 1.72% |
$333K - $404K
|
321K
$24.9M
|
|
Aug 03, 2022
Q2 2022
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
5.38K+ 3.81% |
$331K - $401K
|
146K
$11.3M
|
|
Aug 12, 2022
Q2 2022
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
5.36KNew |
$330K - $400K
|
5.36K
$415K
|
|
Jul 13, 2022
Q2 2022
|
Hamilton Wealth, LLC
|
BUY
|
- |
5.25K+ 119.46% |
$323K - $392K
|
9.65K
$748K
|
|
Aug 15, 2022
Q2 2022
|
Gyon Technologies Capital Management, LP
Denville, NJ |
BUY
|
- |
5.14K+ 114.42% |
$316K - $383K
|
9.63K
$747K
|
|
Aug 10, 2022
Q2 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
5.1K+ 150.46% |
$313K - $380K
|
8.49K
$658K
|
|
Aug 16, 2022
Q2 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
5.1K+ 26.93% |
$313K - $380K
|
24K
$1.86M
|
|
Jul 11, 2022
Q2 2022
|
Thrive Wealth Management, LLC
|
BUY
|
- |
5.08K+ 11.02% |
$313K - $379K
|
51.2K
$3.97M
|
|
Jul 27, 2022
Q2 2022
|
Waddell & Associates, LLC
|
BUY
|
- |
5.08K+ 104.1% |
$312K - $379K
|
9.96K
$772K
|
|
Aug 12, 2022
Q2 2022
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
5KNew |
$307K - $373K
|
5K
$388K
|
|
Aug 15, 2022
Q2 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
4.98K+ 84.01% |
$306K - $371K
|
10.9K
$845K
|
|
Aug 15, 2022
Q2 2022
|
Harding Loevner LP
Bridgewater, NJ |
BUY
|
- |
4.96K+ 92.76% |
$305K - $370K
|
10.3K
$798K
|
|
Jul 25, 2022
Q2 2022
|
Aspiriant, LLC
|
BUY
|
- |
4.94K+ 9.68% |
$303K - $368K
|
55.9K
$4.33M
|
|
Nov 03, 2022
Q2 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
4.92KNew |
$302K - $367K
|
4.92K
$381K
|
|
Aug 04, 2022
Q2 2022
|
Biltmore Family Office, LLC
|
BUY
|
- |
4.87K+ 12.97% |
$299K - $363K
|
42.4K
$3.29M
|
|
Jul 11, 2022
Q2 2022
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
4.87KNew |
$299K - $363K
|
4.87K
$377K
|
|
Jul 29, 2022
Q2 2022
|
Sunburst Financial Group, LLC
|
BUY
|
- |
4.83K+ 40.96% |
$297K - $360K
|
16.6K
$1.29M
|
|
Jul 28, 2022
Q2 2022
|
Cwm, LLC
|
BUY
|
- |
4.73K+ 34.59% |
$291K - $353K
|
18.4K
$1.43M
|
|
Aug 17, 2022
Q2 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
4.73KNew |
$291K - $353K
|
4.73K
$367K
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
4.72K+ 12.11% |
$290K - $352K
|
43.7K
$3.39M
|
|
Aug 11, 2022
Q2 2022
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
4.65K+ 2.98% |
$286K - $347K
|
161K
$12.4M
|