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
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-80- 1.11% |
$4.44K - $5.34K
|
7.13K
$563K
|
|
|
Nov 15, 2022
Q3 2022
|
Burney CO
Reston, VA |
SELL
|
- |
-81- 0.76% |
$4.5K - $5.41K
|
10.6K
$834K
|
|
|
Oct 17, 2022
Q3 2022
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-85- 1.07% |
$4.72K - $5.67K
|
7.89K
$623K
|
|
|
Oct 26, 2022
Q3 2022
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-86- 1.27% |
$4.78K - $5.74K
|
6.67K
$527K
|
|
|
Oct 20, 2022
Q3 2022
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-90- 2.05% |
$5K - $6.01K
|
4.3K
$340K
|
|
|
Oct 19, 2022
Q3 2022
|
Fusion Family Wealth LLC
|
SELL
|
- |
-93- 0.53% |
$5.17K - $6.21K
|
17.4K
$1.37M
|
|
|
Nov 08, 2022
Q3 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-93- 1.06% |
$5.17K - $6.21K
|
8.68K
$685K
|
|
|
Nov 03, 2022
Q3 2022
|
Maryland Capital Advisors Inc.
|
SELL
|
- |
-97- 3.48% |
$5.39K - $6.48K
|
2.69K
$213K
|
|
|
Nov 15, 2022
Q3 2022
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-97- 1.26% |
$5.39K - $6.48K
|
7.6K
$600K
|
|
|
Nov 14, 2022
Q3 2022
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-100- 0.79% |
$5.55K - $6.68K
|
12.6K
$998K
|
|
|
Nov 14, 2022
Q3 2022
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-100- 1.53% |
$5.55K - $6.68K
|
6.42K
$507K
|
|
|
Nov 14, 2022
Q3 2022
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-104- 0.2% |
$5.78K - $6.94K
|
53.1K
$4.19M
|
|
|
Oct 25, 2022
Q3 2022
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-106- 1.38% |
$5.89K - $7.08K
|
7.59K
$599K
|
|
|
Nov 10, 2022
Q3 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-107- 0.77% |
$5.94K - $7.14K
|
13.7K
$1.09M
|
|
|
Nov 10, 2022
Q3 2022
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-108- 1.15% |
$6K - $7.21K
|
9.29K
$734K
|
|
|
Nov 14, 2022
Q3 2022
|
Ascent Group, LLC
|
SELL
|
- |
-108- 1.68% |
$6K - $7.21K
|
6.32K
$499K
|
|
|
Oct 17, 2022
Q3 2022
|
Howland Capital Management LLC
|
SELL
|
- |
-110- 1.51% |
$6.11K - $7.34K
|
7.19K
$568K
|
|
|
Oct 21, 2022
Q3 2022
|
Delta Investment Management, LLC
|
SELL
|
- |
-110- 2.59% |
$6.11K - $7.34K
|
4.13K
$326K
|
|
|
Oct 21, 2022
Q3 2022
|
Trilogy Capital Inc.
|
SELL
|
- |
-116- 1.49% |
$6.44K - $7.74K
|
7.69K
$607K
|
|
|
Oct 13, 2022
Q3 2022
|
Brookstone Capital Management
|
SELL
|
- |
-118- 0.89% |
$6.55K - $7.88K
|
13.2K
$1.04M
|
|
|
Nov 14, 2022
Q3 2022
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-126- 1.65% |
$7K - $8.41K
|
7.51K
$593K
|
|
|
Oct 12, 2023
Q3 2022
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-127- 0.62% |
$7.05K - $8.48K
|
20.5K
$1.62M
|
|
|
Nov 07, 2022
Q3 2022
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-128- 0.43% |
$7.11K - $8.55K
|
29.6K
$2.34M
|
|
|
Nov 02, 2022
Q3 2022
|
Greenspring Advisors, LLC
|
SELL
|
- |
-133- 1.99% |
$7.39K - $8.88K
|
6.57K
$518K
|
|
|
Oct 12, 2022
Q3 2022
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-134- 2.71% |
$7.44K - $8.95K
|
4.81K
$380K
|
|
|
Oct 18, 2022
Q3 2022
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-135- 1.81% |
$7.5K - $9.01K
|
7.32K
$578K
|
|
|
Nov 04, 2022
Q3 2022
|
Ti Trust, Inc
|
SELL
|
- |
-135- 1.91% |
$7.5K - $9.01K
|
6.95K
$549K
|
|
|
Oct 17, 2022
Q3 2022
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-137- 1.46% |
$7.61K - $9.15K
|
9.24K
$730K
|
|
|
Oct 13, 2022
Q3 2022
|
Baldrige Asset Management LLC
|
SELL
|
- |
-140- 4.31% |
$7.78K - $9.35K
|
3.11K
$245K
|
|
|
Oct 28, 2022
Q3 2022
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-140- 0.39% |
$7.78K - $9.35K
|
36.1K
$2.85M
|
|
|
Oct 21, 2022
Q3 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-141- 0.29% |
$7.83K - $9.41K
|
49.3K
$3.9M
|
|
|
Nov 02, 2022
Q3 2022
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-144- 2.07% |
$8K - $9.61K
|
6.81K
$538K
|
|
|
Dec 28, 2022
Q3 2022
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-145- 0.51% |
$8.05K - $9.68K
|
28K
$2.21M
|
|
|
Oct 11, 2022
Q3 2022
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-146- 4.41% |
$8.11K - $9.75K
|
3.17K
$250K
|
|
|
Nov 14, 2022
Q3 2022
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-148- 7.18% |
$8.22K - $9.88K
|
1.91K
$151K
|
|
|
Nov 04, 2022
Q3 2022
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-149- 2.34% |
$8.28K - $9.95K
|
6.23K
$492K
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Advisors Inc.
|
SELL
|
- |
-150- 1.21% |
$8.33K - $10K
|
12.3K
$969K
|
|
|
Nov 03, 2022
Q3 2022
|
Cypress Capital Management LLC
Greenville, DE |
SELL
|
- |
-150- 1.78% |
$8.33K - $10K
|
8.26K
$652K
|
|
|
Oct 24, 2022
Q3 2022
|
Wealth Architects, LLC
|
SELL
|
- |
-153- 1.72% |
$8.5K - $10.2K
|
8.74K
$690K
|
|
|
Oct 21, 2022
Q3 2022
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-155- 2.36% |
$8.61K - $10.3K
|
6.41K
$506K
|
|
|
Nov 10, 2022
Q3 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-158- 3.53% |
$8.78K - $10.5K
|
4.31K
$341K
|
|
|
Oct 13, 2022
Q3 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-159- 1.74% |
$8.83K - $10.6K
|
8.97K
$709K
|
|
|
Nov 09, 2022
Q3 2022
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-160- 0.7% |
$8.89K - $10.7K
|
22.7K
$1.79M
|
|
|
Nov 03, 2022
Q3 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-164- 50.0% |
$9.11K - $10.9K
|
164
$13K
|
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-166- 52.53% |
$9.22K - $11.1K
|
150
$11.8K
|
|
|
Oct 07, 2022
Q3 2022
|
Peoples Financial Services Corp.
|
SELL
|
- |
-168- 3.19% |
$9.33K - $11.2K
|
5.1K
$403K
|
|
|
Oct 12, 2022
Q3 2022
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-168- 1.08% |
$9.33K - $11.2K
|
15.5K
$1.22M
|
|
|
Nov 14, 2022
Q3 2022
|
Truepoint, Inc.
|
SELL
|
- |
-170- 0.85% |
$9.44K - $11.3K
|
19.9K
$1.57M
|
|
|
Oct 31, 2022
Q3 2022
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-171- 0.84% |
$9.5K - $11.4K
|
20.2K
$1.6M
|
|
|
Oct 31, 2022
Q3 2022
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-172- 0.95% |
$9.55K - $11.5K
|
18K
$1.42M
|