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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
89+ 3.23% |
$4.94K - $5.94K
|
2.84K
$221K
|
|
|
Oct 20, 2022
Q3 2022
|
First Financial Corp
|
BUY
|
- |
84+ 4.37% |
$4.67K - $5.61K
|
2.01K
$156K
|
|
|
Oct 31, 2022
Q3 2022
|
Armor Investment Advisors, LLC
|
BUY
|
- |
82+ 3.22% |
$4.55K - $5.47K
|
2.63K
$205K
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
82+ 0.43% |
$4.55K - $5.47K
|
19K
$1.48M
|
|
|
Nov 10, 2022
Q3 2022
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
80+ 0.98% |
$4.44K - $5.34K
|
8.23K
$641K
|
|
|
Apr 04, 2024
Q3 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
74+ 0.23% |
$4.11K - $4.94K
|
32.2K
$2.51M
|
|
|
Nov 14, 2022
Q3 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
73New |
$4.05K - $4.87K
|
73
$5.69K
|
|
|
Oct 03, 2022
Q3 2022
|
Thomasville National Bank
|
BUY
|
- |
67+ 0.34% |
$3.72K - $4.47K
|
19.6K
$1.52M
|
|
|
Nov 14, 2022
Q3 2022
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
66+ 0.68% |
$3.67K - $4.41K
|
9.71K
$757K
|
|
|
Oct 12, 2022
Q3 2022
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
62+ 0.45% |
$3.44K - $4.14K
|
13.9K
$1.09M
|
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
60New |
$3.33K - $4.01K
|
60
$4.67K
|
|
|
Nov 14, 2022
Q3 2022
|
Fca Corp
Houston, TX |
BUY
|
- |
57+ 0.48% |
$3.17K - $3.81K
|
11.9K
$930K
|
|
|
Nov 14, 2022
Q3 2022
|
Fwl Investment Management, LLC
|
BUY
|
- |
56New |
$3.11K - $3.74K
|
56
$4.36K
|
|
|
Nov 09, 2022
Q3 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
55New |
$3.05K - $3.67K
|
55
$4.29K
|
|
|
Nov 14, 2022
Q3 2022
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
52+ 1.14% |
$2.89K - $3.47K
|
4.62K
$360K
|
|
|
Aug 13, 2024
Q3 2022
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
50+ 1.05% |
$2.78K - $3.34K
|
4.81K
$375K
|
|
|
Nov 15, 2022
Q3 2022
|
Nvwm, LLC
|
BUY
|
- |
47+ 2.21% |
$2.61K - $3.14K
|
2.17K
$169K
|
|
|
Nov 10, 2022
Q3 2022
|
Staley Capital Advisers Inc
|
BUY
|
- |
46+ 0.1% |
$2.55K - $3.07K
|
46.7K
$3.64M
|
|
|
Nov 09, 2022
Q3 2022
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
44+ 0.34% |
$2.44K - $2.94K
|
13K
$1.01M
|
|
|
Nov 03, 2022
Q3 2022
|
Acg Wealth
|
BUY
|
- |
40+ 0.79% |
$2.22K - $2.67K
|
5.09K
$396K
|
|
|
Oct 21, 2022
Q3 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
38+ 1.64% |
$2.11K - $2.54K
|
2.35K
$183K
|
|
|
Oct 11, 2022
Q3 2022
|
Norwood Financial Corp
|
BUY
|
- |
35+ 12.5% |
$1.94K - $2.34K
|
315
$24.5K
|
|
|
Nov 03, 2022
Q3 2022
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
33+ 0.29% |
$1.83K - $2.2K
|
11.4K
$889K
|
|
|
Nov 04, 2022
Q3 2022
|
Xml Financial, LLC
|
BUY
|
- |
33+ 0.08% |
$1.83K - $2.2K
|
40.5K
$3.16M
|
|
|
Nov 09, 2022
Q3 2022
|
Cohen Lawrence B
Boston, MA |
BUY
|
- |
30+ 0.08% |
$1.67K - $2K
|
36.3K
$2.83M
|
|
|
Nov 08, 2022
Q3 2022
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
28New |
$1.56K - $1.87K
|
28
$2.18K
|
|
|
Oct 28, 2022
Q3 2022
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
25+ 0.07% |
$1.39K - $1.67K
|
36.3K
$2.82M
|
|
|
Nov 14, 2022
Q3 2022
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
24New |
$1.33K - $1.6K
|
24
$1.87K
|
|
|
Oct 14, 2022
Q3 2022
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
19+ 0.4% |
$1.06K - $1.27K
|
4.81K
$375K
|
|
|
Oct 12, 2022
Q3 2022
|
Brookmont Capital Management
Dallas, TX |
BUY
|
- |
19+ 0.17% |
$1.06K - $1.27K
|
11K
$855K
|
|
|
Oct 20, 2022
Q3 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
19+ 0.06% |
$1.06K - $1.27K
|
33.6K
$2.62M
|
|
|
Oct 24, 2022
Q3 2022
|
First Bancorp, Inc
|
BUY
|
- |
19+ 0.1% |
$1.06K - $1.27K
|
19.5K
$1.52M
|
|
|
Nov 21, 2022
Q3 2022
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
14+ 0.19% |
$778 - $935
|
7.5K
$584K
|
|
|
Oct 11, 2022
Q3 2022
|
Columbia Trust CO 01012016
|
BUY
|
- |
13+ 0.05% |
$722 - $868
|
28.3K
$2.21M
|
|
|
Oct 27, 2022
Q3 2022
|
Absolute Capital Management, LLC
|
BUY
|
- |
13New |
$722 - $868
|
13
$1.01K
|
|
|
Nov 10, 2022
Q3 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
13+ 0.33% |
$722 - $868
|
3.99K
$310K
|
|
|
Oct 17, 2022
Q3 2022
|
American Financial Advisors, LLC
|
BUY
|
- |
12+ 0.03% |
$666 - $801
|
39.9K
$3.11M
|
|
|
Nov 02, 2022
Q3 2022
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
4+ 0.04% |
$222 - $267
|
9.31K
$725K
|
|
|
Nov 03, 2022
Q3 2022
|
Motco
|
BUY
|
- |
4+ 0.02% |
$222 - $267
|
22.5K
$1.75M
|
|
|
Nov 08, 2022
Q3 2022
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
4+ 0.04% |
$222 - $267
|
9.81K
$764K
|
|
|
Oct 12, 2022
Q3 2022
|
Successful Portfolios LLC
|
BUY
|
- |
2+ 0.05% |
$111 - $134
|
4.1K
$319K
|
|
|
Oct 20, 2022
Q3 2022
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
2+ 0.02% |
$111 - $134
|
8.83K
$688K
|
|
|
Oct 25, 2022
Q3 2022
|
Cutler Group LP
|
BUY
|
- |
2New |
$111 - $134
|
2
$156
|
|
|
Oct 17, 2022
Q3 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
1+ 0.01% |
$55.5 - $66.8
|
8.79K
$685K
|
|
|
Nov 14, 2022
Q3 2022
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 05, 2022
Q3 2022
|
Time Scale Financial, Inc.
|
SELL
|
- |
-1- 0.2% |
$55.5 - $66.8
|
498
$38.8K
|
|
|
Oct 25, 2022
Q3 2022
|
Field & Main Bank
|
SELL
|
- |
-1- 0.57% |
$55.5 - $66.8
|
174
$13.6K
|
|
|
Nov 02, 2022
Q3 2022
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-1- 0.01% |
$55.5 - $66.8
|
10.9K
$850K
|
|
|
Nov 04, 2022
Q3 2022
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-1- 0.02% |
$55.5 - $66.8
|
4.29K
$334K
|
|
|
Oct 27, 2022
Q3 2022
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-5- 15.63% |
$278 - $334
|
27
$2.1K
|