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 15, 2022
Q2 2022
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
BUY
|
- |
2.73K+ 6.58% |
$168K - $204K
|
44.2K
$3.43M
|
|
Aug 15, 2022
Q2 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
2.72K+ 0.97% |
$167K - $203K
|
283K
$22M
|
|
Aug 17, 2022
Q2 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
2.7K+ 37.7% |
$166K - $201K
|
9.87K
$765K
|
|
Aug 05, 2022
Q2 2022
|
Forum Private Client Group LLC
|
BUY
|
- |
2.68K+ 30.07% |
$165K - $200K
|
11.6K
$900K
|
|
Jul 22, 2022
Q2 2022
|
First Hawaiian Bank
|
BUY
|
- |
2.65K+ 0.87% |
$163K - $198K
|
309K
$23.9M
|
|
Jul 28, 2022
Q2 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
2.64K+ 1.96% |
$162K - $197K
|
137K
$10.6M
|
|
Aug 05, 2022
Q2 2022
|
Paulson Wealth Management Inc.
|
BUY
|
- |
2.63K+ 0.85% |
$161K - $196K
|
311K
$24.1M
|
|
Aug 01, 2022
Q2 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
2.6K+ 36.09% |
$160K - $194K
|
9.79K
$759K
|
|
Aug 15, 2022
Q2 2022
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
2.59K+ 3.77% |
$159K - $193K
|
71.1K
$5.51M
|
|
Jul 22, 2022
Q2 2022
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
2.54K+ 1.59% |
$156K - $190K
|
163K
$12.6M
|
|
Jul 13, 2022
Q2 2022
|
Tsfg, LLC
|
BUY
|
- |
2.54K+ 191.77% |
$156K - $189K
|
3.86K
$299K
|
|
Jul 27, 2022
Q2 2022
|
Live Oak Private Wealth LLC
|
BUY
|
- |
2.5K+ 10.42% |
$154K - $187K
|
26.5K
$2.06M
|
|
Jul 11, 2022
Q2 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.48K+ 1113.9% |
$153K - $185K
|
2.71K
$210K
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
2.47KNew |
$152K - $184K
|
2.47K
$192K
|
|
Aug 02, 2022
Q2 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
2.43K+ 4.34% |
$150K - $181K
|
58.5K
$4.53M
|
|
Jul 06, 2022
Q2 2022
|
Lbj Family Wealth Advisors, Ltd.
|
BUY
|
- |
2.35K+ 2.1% |
$145K - $175K
|
114K
$8.84M
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.35K+ 1.58% |
$144K - $175K
|
150K
$11.7M
|
|
Aug 10, 2022
Q2 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
2.33K+ 7.6% |
$143K - $174K
|
32.9K
$2.55M
|
|
Aug 16, 2022
Q2 2022
|
Bank Of Marin
Novato, CA |
BUY
|
- |
2.31K+ 7.07% |
$142K - $172K
|
35K
$2.71M
|
|
Oct 11, 2022
Q2 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
2.31K+ 2.46% |
$142K - $172K
|
95.9K
$7.43M
|
|
Aug 04, 2022
Q2 2022
|
Cavalier Investments, LLC
|
BUY
|
- |
2.29K+ 1.58% |
$141K - $171K
|
147K
$11.4M
|
|
Jul 27, 2022
Q2 2022
|
Andesa Financial Management Inc.
|
BUY
|
- |
2.29K+ 17.77% |
$141K - $171K
|
15.2K
$1.18M
|
|
Jul 18, 2022
Q2 2022
|
Well Done, LLC
|
BUY
|
- |
2.21K+ 15.77% |
$136K - $164K
|
16.2K
$1.25M
|
|
Aug 11, 2022
Q2 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
2.2K+ 9.99% |
$135K - $164K
|
24.2K
$1.88M
|
|
Jul 13, 2022
Q2 2022
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
2.17K+ 17.82% |
$133K - $162K
|
14.4K
$1.11M
|
|
Jul 19, 2022
Q2 2022
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
2.12K+ 49.71% |
$130K - $158K
|
6.39K
$495K
|
|
Aug 12, 2022
Q2 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
2.11K+ 48.17% |
$129K - $157K
|
6.48K
$502K
|
|
Aug 08, 2022
Q2 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.09K+ 8.63% |
$128K - $156K
|
26.2K
$2.03M
|
|
Jul 18, 2022
Q2 2022
|
Sabal Trust CO
|
BUY
|
- |
2.08K+ 26.53% |
$128K - $155K
|
9.9K
$767K
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
2.06KNew |
$127K - $154K
|
2.06K
$160K
|
|
Jul 22, 2022
Q2 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
2.06K+ 1.95% |
$127K - $154K
|
108K
$8.35M
|
|
Jul 20, 2022
Q2 2022
|
Cfo4 Life Group, LLC
|
BUY
|
- |
2K+ 46.33% |
$123K - $149K
|
6.32K
$490K
|
|
Jul 11, 2022
Q2 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
2K+ 6.4% |
$123K - $149K
|
33.2K
$2.57M
|
|
Jul 18, 2022
Q2 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
1.98K+ 6.21% |
$122K - $148K
|
33.9K
$2.63M
|
|
Aug 05, 2022
Q2 2022
|
Bridgewater Advisors Inc.
|
BUY
|
- |
1.98K+ 6.06% |
$121K - $147K
|
34.6K
$2.68M
|
|
Jul 08, 2022
Q2 2022
|
First Citizens Financial Corp
|
BUY
|
- |
1.97K+ 1.51% |
$121K - $147K
|
132K
$10.3M
|
|
Aug 15, 2022
Q2 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.95K+ 53.49% |
$120K - $145K
|
5.59K
$433K
|
|
Nov 13, 2023
Q2 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.92K+ 5.79% |
$118K - $143K
|
35K
$2.71M
|
|
Aug 12, 2022
Q2 2022
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
1.9K+ 7.47% |
$117K - $141K
|
27.3K
$2.11M
|
|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
1.89K+ 44.67% |
$116K - $141K
|
6.13K
$475K
|
|
Jul 13, 2022
Q2 2022
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.88K+ 10.3% |
$115K - $140K
|
20.1K
$1.56M
|
|
Jul 12, 2022
Q2 2022
|
Wbh Advisory Inc
|
BUY
|
- |
1.84K+ 63.14% |
$113K - $137K
|
4.75K
$368K
|
|
Aug 12, 2022
Q2 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.8K+ 6.87% |
$111K - $134K
|
28K
$2.17M
|
|
Aug 12, 2022
Q2 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.77K+ 2.45% |
$109K - $132K
|
73.7K
$5.72M
|
|
Aug 12, 2022
Q2 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.72K+ 12.24% |
$106K - $128K
|
15.8K
$1.22M
|
|
Jul 15, 2022
Q2 2022
|
Ccg Wealth Management, LLC
|
BUY
|
- |
1.7K+ 42.53% |
$105K - $127K
|
5.7K
$442K
|
|
Aug 02, 2022
Q2 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.69K+ 6.87% |
$104K - $126K
|
26.3K
$2.04M
|
|
Jul 19, 2022
Q2 2022
|
Ht Partners LLC
|
BUY
|
- |
1.67K+ 0.26% |
$103K - $124K
|
633K
$49.1M
|
|
Aug 01, 2022
Q2 2022
|
Smith, Salley & Associates
|
BUY
|
- |
1.64K+ 2.57% |
$101K - $122K
|
65.6K
$5.08M
|
|
Aug 12, 2022
Q2 2022
|
Ironwood Investment Management LLC
Boston, MA |
BUY
|
- |
1.63K+ 2.79% |
$100K - $122K
|
60.1K
$4.66M
|