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 03, 2022
Q3 2022
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-760- 12.87% |
$42.2K - $50.7K
|
5.15K
$401K
|
|
|
Nov 14, 2022
Q3 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-782- 9.63% |
$43.4K - $52.2K
|
7.34K
$571K
|
|
|
Nov 03, 2022
Q3 2022
|
Windsor Capital Management, LLC
|
SELL
|
- |
-789- 3.6% |
$43.8K - $52.7K
|
21.1K
$1.65M
|
|
|
Oct 25, 2022
Q3 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-808- 6.44% |
$44.9K - $53.9K
|
11.7K
$914K
|
|
|
Oct 28, 2022
Q3 2022
|
Grove Bank & Trust
|
SELL
|
- |
-808- 1.18% |
$44.9K - $53.9K
|
67.9K
$5.29M
|
|
|
Nov 02, 2022
Q3 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-809- 4.67% |
$44.9K - $54K
|
16.5K
$1.29M
|
|
|
Nov 04, 2022
Q3 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-811- 48.56% |
$45K - $54.1K
|
859
$66.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-813- 1.63% |
$45.2K - $54.3K
|
49.2K
$3.83M
|
|
|
Nov 04, 2022
Q3 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-820- 4.21% |
$45.5K - $54.7K
|
18.7K
$1.45M
|
|
|
Oct 31, 2022
Q3 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-844- 1.51% |
$46.9K - $56.3K
|
54.9K
$4.28M
|
|
|
Oct 26, 2022
Q3 2022
|
Spc Financial, Inc.
|
SELL
|
- |
-866- 12.99% |
$48.1K - $57.8K
|
5.8K
$452K
|
|
|
Nov 03, 2022
Q3 2022
|
Tru Independence LLC
|
SELL
|
- |
-870- 6.88% |
$48.3K - $58.1K
|
11.8K
$917K
|
|
|
Oct 13, 2022
Q3 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-874- 3.23% |
$48.5K - $58.3K
|
26.1K
$2.04M
|
|
|
Nov 14, 2022
Q3 2022
|
Objective Capital Management, LLC
|
SELL
|
- |
-875- 8.8% |
$48.6K - $58.4K
|
9.06K
$706K
|
|
|
Nov 10, 2022
Q3 2022
|
Oak Family Advisors, LLC
|
SELL
|
- |
-880- 10.48% |
$48.9K - $58.7K
|
7.52K
$585K
|
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-881- 6.47% |
$48.9K - $58.8K
|
12.7K
$993K
|
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-887- 5.01% |
$49.3K - $59.2K
|
16.8K
$1.31M
|
|
|
Nov 16, 2022
Q3 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-889- 1.39% |
$49.4K - $59.3K
|
63K
$4.91M
|
|
|
Oct 31, 2022
Q3 2022
|
Graypoint LLC
|
SELL
|
- |
-893- 4.37% |
$49.6K - $59.6K
|
19.6K
$1.52M
|
|
|
Oct 21, 2022
Q3 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-900- 13.25% |
$50K - $60.1K
|
5.89K
$459K
|
|
|
Nov 14, 2022
Q3 2022
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-907- 15.88% |
$50.4K - $60.6K
|
4.81K
$374K
|
|
|
Sep 18, 2023
Q3 2022
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-907- 0.82% |
$50.4K - $60.6K
|
110K
$8.53M
|
|
|
Nov 08, 2022
Q3 2022
|
O'Dell Group, LLC
Cincinnati, OH |
SELL
|
- |
-917- 8.65% |
$50.9K - $61.2K
|
9.68K
$754K
|
|
|
Oct 25, 2022
Q3 2022
|
Financial Planning & Information Services, Inc.
|
SELL
|
- |
-918- 5.32% |
$51K - $61.3K
|
16.3K
$1.27M
|
|
|
Oct 26, 2022
Q3 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-918- 6.62% |
$51K - $61.3K
|
12.9K
$1.01M
|
|
|
Oct 17, 2022
Q3 2022
|
Procyon Advisors, LLC
|
SELL
|
- |
-932- 4.6% |
$51.8K - $62.2K
|
19.3K
$1.51M
|
|
|
Nov 01, 2022
Q3 2022
|
Briggs Advisory Group, Inc.
|
SELL
|
- |
-938- 3.32% |
$52.1K - $62.6K
|
27.3K
$2.13M
|
|
|
Jul 24, 2024
Q3 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-941- 4.52% |
$52.3K - $62.8K
|
19.9K
$1.55M
|
|
|
Nov 14, 2022
Q3 2022
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-942- 5.73% |
$52.3K - $62.9K
|
15.5K
$1.21M
|
|
|
Nov 14, 2022
Q3 2022
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-967- 6.78% |
$53.7K - $64.6K
|
13.3K
$1.04M
|
|
|
Nov 14, 2022
Q3 2022
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-975- 3.72% |
$54.2K - $65.1K
|
25.2K
$1.96M
|
|
|
Oct 12, 2022
Q3 2022
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-978- 12.31% |
$54.3K - $65.3K
|
6.97K
$543K
|
|
|
Oct 12, 2022
Q3 2022
|
City Holding CO
|
SELL
|
- |
-985- 1.48% |
$54.7K - $65.8K
|
65.5K
$5.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-1K- 4.12% |
$55.5K - $66.8K
|
23.3K
$1.81M
|
|
|
Oct 18, 2022
Q3 2022
|
Wealthpoint, LLC
|
SELL
|
- |
-1.02K- 13.3% |
$56.7K - $68.2K
|
6.66K
$519K
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-1.02K- 5.95% |
$56.7K - $68.2K
|
16.1K
$1.26M
|
|
|
Oct 11, 2022
Q3 2022
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-1.03K- 11.28% |
$56.9K - $68.4K
|
8.07K
$628K
|
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-1.03K- 0.64% |
$57.1K - $68.6K
|
159K
$12.4M
|
|
|
Nov 15, 2022
Q3 2022
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-1.04K- 15.27% |
$57.5K - $69.1K
|
5.74K
$447K
|
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1.05K- 0.76% |
$58K - $69.8K
|
136K
$10.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-1.06K- 0.73% |
$58.8K - $70.6K
|
144K
$11.2M
|
|
|
Oct 19, 2022
Q3 2022
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-1.09K- 5.58% |
$60.3K - $72.5K
|
18.4K
$1.43M
|
|
|
Oct 27, 2022
Q3 2022
|
Regis Management CO LLC
|
SELL
|
- |
-1.1K- 0.46% |
$61.1K - $73.4K
|
238K
$18.6M
|
|
|
Oct 27, 2022
Q3 2022
|
Heritage Investors Management Corp
|
SELL
|
- |
-1.12K- 0.82% |
$61.9K - $74.4K
|
135K
$10.6M
|
|
|
Oct 28, 2022
Q3 2022
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-1.15K- 1.52% |
$63.6K - $76.4K
|
74K
$5.77M
|
|
|
Oct 24, 2022
Q3 2022
|
Forte Asset Management LLC
|
SELL
|
- |
-1.16K- 0.47% |
$64.2K - $77.2K
|
244K
$19M
|
|
|
Nov 09, 2022
Q3 2022
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-1.16K- 4.56% |
$64.3K - $77.3K
|
24.3K
$1.89M
|
|
|
Nov 14, 2022
Q3 2022
|
Cambridge Associates LLC
Boston, MA |
SELL
|
- |
-1.16K- 18.91% |
$64.4K - $77.4K
|
4.97K
$387K
|
|
|
Oct 17, 2022
Q3 2022
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.18K- 11.12% |
$65.3K - $78.4K
|
9.39K
$731K
|
|
|
Nov 09, 2022
Q3 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-1.18K- 11.94% |
$65.4K - $78.6K
|
8.69K
$677K
|