Purchases and Sales Made in Q3 2022 in Ishares Tr Msci Eafe ETF (EFA)
This table provides information about the institutional ownership of Ishares Tr Msci Eafe ETF (EFA) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 07, 2022
Q3 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
319+ 4.11% |
$17.7K - $21.3K
|
8.08K
$630K
|
|
|
Oct 07, 2022
Q3 2022
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
318+ 0.36% |
$17.7K - $21.2K
|
87.5K
$6.82M
|
|
|
Oct 31, 2022
Q3 2022
|
Telos Capital Management, Inc.
|
BUY
|
- |
315+ 4.53% |
$17.5K - $21K
|
7.28K
$567K
|
|
|
Nov 13, 2023
Q3 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
310+ 0.89% |
$17.2K - $20.7K
|
35.3K
$2.75M
|
|
|
Oct 18, 2022
Q3 2022
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
300+ 4.78% |
$16.7K - $20K
|
6.58K
$512K
|
|
|
Oct 13, 2022
Q3 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
298+ 7.18% |
$16.6K - $19.9K
|
4.45K
$347K
|
|
|
Oct 25, 2022
Q3 2022
|
Dearborn Partners LLC
|
BUY
|
- |
296+ 6.24% |
$16.4K - $19.8K
|
5.04K
$393K
|
|
|
Nov 10, 2022
Q3 2022
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
293+ 3.87% |
$16.3K - $19.6K
|
7.87K
$613K
|
|
|
Nov 14, 2022
Q3 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
289+ 1.41% |
$16.1K - $19.3K
|
20.8K
$1.62M
|
|
|
Oct 20, 2022
Q3 2022
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
281+ 1.91% |
$15.6K - $18.8K
|
15K
$1.17M
|
|
|
Nov 07, 2022
Q3 2022
|
Interchange Capital Partners, LLC
|
BUY
|
- |
251+ 3.99% |
$13.9K - $16.8K
|
6.55K
$510K
|
|
|
Oct 24, 2022
Q3 2022
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
250+ 1.74% |
$13.9K - $16.7K
|
14.6K
$1.14M
|
|
|
Oct 17, 2022
Q3 2022
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
245+ 2.02% |
$13.6K - $16.4K
|
12.4K
$965K
|
|
|
Nov 15, 2022
Q3 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
238+ 2.95% |
$13.2K - $15.9K
|
8.3K
$647K
|
|
|
Oct 26, 2022
Q3 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
235+ 2.28% |
$13.1K - $15.7K
|
10.6K
$822K
|
|
|
Oct 18, 2022
Q3 2022
|
Zhang Financial LLC
|
BUY
|
- |
229+ 1.45% |
$12.7K - $15.3K
|
16K
$1.25M
|
|
|
Nov 14, 2022
Q3 2022
|
Bellwether Advisors, LLC
|
BUY
|
- |
222+ 5.82% |
$12.3K - $14.8K
|
4.04K
$315K
|
|
|
Nov 10, 2022
Q3 2022
|
Forum Private Client Group LLC
|
BUY
|
- |
216+ 1.86% |
$12K - $14.4K
|
11.8K
$921K
|
|
|
Nov 14, 2022
Q3 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
215+ 3.3% |
$11.9K - $14.4K
|
6.73K
$524K
|
|
|
Nov 03, 2022
Q3 2022
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
214+ 1.82% |
$11.9K - $14.3K
|
12K
$932K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
214+ 3.38% |
$11.9K - $14.3K
|
6.55K
$511K
|
|
|
Oct 14, 2022
Q3 2022
|
Pacifica Partners Inc.
|
BUY
|
- |
212+ 17.19% |
$11.8K - $14.2K
|
1.45K
$113K
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
202+ 177.19% |
$11.2K - $13.5K
|
316
$24.6K
|
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
200+ 0.39% |
$11.1K - $13.4K
|
51.4K
$4.01M
|
|
|
Nov 09, 2022
Q3 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
200+ 6.57% |
$11.1K - $13.4K
|
3.24K
$253K
|
|
|
Nov 14, 2022
Q3 2022
|
Brown Advisory Inc
|
BUY
|
- |
200+ 0.04% |
$11.1K - $13.4K
|
524K
$40.8M
|
|
|
Dec 18, 2023
Q3 2022
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
200+ 11.4% |
$11.1K - $13.4K
|
1.96K
$152K
|
|
|
Jan 02, 2024
Q3 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
198+ 2.84% |
$11K - $13.2K
|
7.18K
$559K
|
|
|
Oct 26, 2022
Q3 2022
|
Capital Performance Advisors LLP
|
BUY
|
- |
192+ 5.51% |
$10.7K - $12.8K
|
3.68K
$286K
|
|
|
Nov 14, 2022
Q3 2022
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
188+ 0.09% |
$10.4K - $12.6K
|
204K
$15.9M
|
|
|
Oct 13, 2022
Q3 2022
|
Aprio Wealth Management, LLC
|
BUY
|
- |
170+ 3.97% |
$9.44K - $11.3K
|
4.45K
$347K
|
|
|
Nov 10, 2022
Q3 2022
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
168+ 8.58% |
$9.33K - $11.2K
|
2.13K
$166K
|
|
|
Oct 25, 2022
Q3 2022
|
Live Oak Private Wealth LLC
|
BUY
|
- |
165+ 0.62% |
$9.16K - $11K
|
26.7K
$2.08M
|
|
|
Oct 31, 2022
Q3 2022
|
Trust CO Of Virginia
|
BUY
|
- |
160+ 0.9% |
$8.89K - $10.7K
|
17.9K
$1.4M
|
|
|
Nov 03, 2022
Q3 2022
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
160+ 0.2% |
$8.89K - $10.7K
|
81.7K
$6.36M
|
|
|
Oct 20, 2022
Q3 2022
|
Marietta Wealth Management, LLC
|
BUY
|
- |
157+ 1.62% |
$8.72K - $10.5K
|
9.85K
$767K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
146New |
$8.11K - $9.75K
|
146
$11.4K
|
|
|
Nov 02, 2022
Q3 2022
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
144+ 2.12% |
$8K - $9.61K
|
6.95K
$541K
|
|
|
Oct 24, 2022
Q3 2022
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
140+ 0.68% |
$7.78K - $9.35K
|
20.6K
$1.6M
|
|
|
Oct 24, 2022
Q3 2022
|
Trust CO Of Vermont
|
BUY
|
- |
132+ 0.76% |
$7.33K - $8.81K
|
17.5K
$1.36M
|
|
|
Oct 27, 2022
Q3 2022
|
Signal Point Asset Management, LLC
|
BUY
|
- |
129+ 2.68% |
$7.16K - $8.61K
|
4.94K
$385K
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
BUY
|
- |
125+ 7.92% |
$6.94K - $8.35K
|
1.7K
$133K
|
|
|
Oct 19, 2022
Q3 2022
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
125+ 1.69% |
$6.94K - $8.35K
|
7.5K
$584K
|
|
|
Oct 26, 2022
Q3 2022
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
125+ 0.25% |
$6.94K - $8.35K
|
50.9K
$3.96M
|
|
|
Nov 07, 2022
Q3 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
125+ 2.27% |
$6.94K - $8.35K
|
5.63K
$438K
|
|
|
Oct 25, 2022
Q3 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
120+ 0.23% |
$6.66K - $8.01K
|
52.8K
$4.11M
|
|
|
Oct 18, 2022
Q3 2022
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
103+ 0.61% |
$5.72K - $6.88K
|
16.9K
$1.32M
|
|
|
Oct 05, 2022
Q3 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
101+ 7.67% |
$5.61K - $6.74K
|
1.42K
$110K
|
|
|
Nov 02, 2022
Q3 2022
|
Ellevest, Inc.
|
BUY
|
- |
100+ 1.68% |
$5.55K - $6.68K
|
6.04K
$470K
|
|
|
Nov 14, 2022
Q3 2022
|
Investmark Advisory Group LLC
|
BUY
|
- |
93+ 1.57% |
$5.17K - $6.21K
|
6K
$468K
|