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 11, 2022
Q2 2022
|
Objective Capital Management, LLC
|
BUY
|
- |
1.63K+ 19.57% |
$100K - $121K
|
9.94K
$770K
|
|
|
Aug 05, 2022
Q2 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1.62K+ 3.73% |
$99.8K - $121K
|
45.1K
$3.5M
|
|
|
Aug 03, 2022
Q2 2022
|
Spc Financial, Inc.
|
BUY
|
- |
1.6K+ 31.59% |
$98.4K - $119K
|
6.67K
$517K
|
|
|
Aug 16, 2022
Q2 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.6K+ 6.75% |
$98.1K - $119K
|
25.2K
$1.96M
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.59K+ 0.33% |
$98K - $119K
|
486K
$37.7M
|
|
|
Aug 03, 2022
Q2 2022
|
Gould Capital, LLC
|
BUY
|
- |
1.59K+ 1.13% |
$97.4K - $118K
|
141K
$11M
|
|
|
Aug 04, 2022
Q2 2022
|
Brighton Jones LLC
|
BUY
|
- |
1.58K+ 0.67% |
$97.1K - $118K
|
239K
$18.5M
|
|
|
Jul 14, 2022
Q2 2022
|
Krilogy Financial LLC
|
BUY
|
- |
1.55K+ 5.15% |
$95.5K - $116K
|
31.8K
$2.46M
|
|
|
Aug 11, 2022
Q2 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
BUY
|
- |
1.55K+ 1.15% |
$95.3K - $116K
|
136K
$10.5M
|
|
|
Aug 05, 2022
Q2 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
1.54K+ 9.84% |
$94.7K - $115K
|
17.2K
$1.33M
|
|
|
Jul 27, 2022
Q2 2022
|
Curated Wealth Partners LLC
|
BUY
|
- |
1.54K+ 15.8% |
$94.4K - $114K
|
11.3K
$872K
|
|
|
Aug 16, 2022
Q2 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
1.52K+ 3.16% |
$93.3K - $113K
|
49.6K
$3.84M
|
|
|
Aug 03, 2022
Q2 2022
|
Emerson Wealth, LLC
|
BUY
|
- |
1.5K+ 1.35% |
$92K - $112K
|
112K
$8.7M
|
|
|
Aug 15, 2022
Q2 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.49K+ 9.16% |
$91.3K - $111K
|
17.7K
$1.37M
|
|
|
Oct 03, 2022
Q2 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
1.48K+ 7.63% |
$90.7K - $110K
|
20.8K
$1.61M
|
|
|
Jul 28, 2022
Q2 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
1.44KNew |
$88.5K - $107K
|
1.44K
$112K
|
|
|
Aug 05, 2022
Q2 2022
|
Wolff Financial Management LLC
|
BUY
|
- |
1.44K+ 3.08% |
$88.3K - $107K
|
48.1K
$3.73M
|
|
|
Aug 09, 2022
Q2 2022
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
1.44K+ 2.1% |
$88.2K - $107K
|
69.6K
$5.4M
|
|
|
Aug 15, 2022
Q2 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
1.42K+ 11.14% |
$87.3K - $106K
|
14.2K
$1.1M
|
|
|
Aug 09, 2022
Q2 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
1.41K+ 45.61% |
$86.6K - $105K
|
4.5K
$348K
|
|
|
Jul 28, 2022
Q2 2022
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
1.4K+ 6.05% |
$86.3K - $105K
|
24.6K
$1.91M
|
|
|
Jul 15, 2022
Q2 2022
|
Westshore Wealth, LLC
|
BUY
|
- |
1.36K+ 5.53% |
$83.3K - $101K
|
25.9K
$2M
|
|
|
Aug 15, 2022
Q2 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.35K+ 26.11% |
$82.8K - $100K
|
6.51K
$504K
|
|
|
Jul 29, 2022
Q2 2022
|
Garner Asset Management Corp
|
BUY
|
- |
1.34K+ 21.87% |
$82.4K - $100K
|
7.47K
$579K
|
|
|
Jul 19, 2022
Q2 2022
|
Gfs Advisors, LLC
|
BUY
|
- |
1.34K+ 12.08% |
$82.3K - $99.9K
|
12.4K
$963K
|
|
|
Jul 20, 2022
Q2 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
1.32K+ 1.67% |
$81.3K - $98.6K
|
80.7K
$6.25M
|
|
|
Aug 09, 2022
Q2 2022
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
1.32K+ 3.44% |
$81.3K - $98.6K
|
39.8K
$3.08M
|
|
|
Jul 15, 2022
Q2 2022
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
1.32K+ 2.42% |
$80.9K - $98.2K
|
55.7K
$4.32M
|
|
|
Jul 12, 2022
Q2 2022
|
Dentgroup LLC
|
BUY
|
- |
1.31K+ 7.26% |
$80.7K - $97.9K
|
19.4K
$1.5M
|
|
|
Aug 08, 2022
Q2 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.31K+ 17.78% |
$80.4K - $97.5K
|
8.66K
$671K
|
|
|
Aug 10, 2022
Q2 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
1.3K+ 3.25% |
$79.6K - $96.6K
|
41.1K
$3.19M
|
|
|
Aug 15, 2022
Q2 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
1.23K+ 18.11% |
$75.8K - $92K
|
8.04K
$623K
|
|
|
Jul 14, 2022
Q2 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
1.2K+ 25.42% |
$73.7K - $89.4K
|
5.92K
$458K
|
|
|
Jul 25, 2022
Q2 2022
|
Highview Capital Management LLC
|
BUY
|
- |
1.17K+ 1.84% |
$71.9K - $87.2K
|
64.8K
$5.02M
|
|
|
Aug 04, 2022
Q2 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
1.14K+ 10.31% |
$70.3K - $85.3K
|
12.2K
$949K
|
|
|
Aug 10, 2022
Q2 2022
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
1.12K+ 2.26% |
$69K - $83.7K
|
50.7K
$3.93M
|
|
|
Aug 26, 2022
Q2 2022
|
Pointe Capital Management LLC
|
BUY
|
- |
1.11K+ 16.97% |
$68.4K - $83K
|
7.67K
$594K
|
|
|
Aug 15, 2022
Q2 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
1.11K+ 16.73% |
$68.2K - $82.7K
|
7.74K
$600K
|
|
|
Aug 15, 2022
Q2 2022
|
Sun Life Financial Inc
Toronto, A6 |
BUY
|
- |
1.1K+ 2.06% |
$67.6K - $82K
|
54.6K
$4.23M
|
|
|
Jul 21, 2022
Q2 2022
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
1.09K+ 16.53% |
$67.1K - $81.4K
|
7.69K
$596K
|
|
|
Jul 22, 2022
Q2 2022
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
1.09K+ 30.51% |
$66.8K - $81K
|
4.65K
$360K
|
|
|
Jul 29, 2022
Q2 2022
|
Blue Barn Wealth, LLC
|
BUY
|
- |
1.08K+ 19.03% |
$66.4K - $80.6K
|
6.75K
$523K
|
|
|
Aug 19, 2022
Q2 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
1.08KNew |
$66.1K - $80.2K
|
1.08K
$83.3K
|
|
|
Jul 26, 2022
Q2 2022
|
Brewster Financial Planning LLC
|
BUY
|
- |
1.06K+ 0.38% |
$65.2K - $79.1K
|
283K
$21.9M
|
|
|
Mar 10, 2023
Q2 2022
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
1.06K+ 4.88% |
$65.1K - $79K
|
22.8K
$1.76M
|
|
|
Jul 13, 2022
Q2 2022
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
1.05K+ 8.19% |
$64.6K - $78.4K
|
13.9K
$1.08M
|
|
|
Jul 08, 2022
Q2 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.04K+ 3.1% |
$64.1K - $77.8K
|
34.7K
$2.69M
|
|
|
Aug 02, 2022
Q2 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1.04K+ 3.03% |
$63.8K - $77.4K
|
35.3K
$2.74M
|
|
|
Jul 18, 2022
Q2 2022
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
1.02K+ 0.96% |
$62.8K - $76.2K
|
108K
$8.33M
|
|
|
Jul 08, 2022
Q2 2022
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
1.01K+ 6.88% |
$61.8K - $75K
|
15.6K
$1.21M
|