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
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
BUY
|
- |
96.5K+ 2123.21% |
$5.36M - $6.44M
|
101K
$7.83M
|
|
|
Nov 04, 2022
Q3 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
95.4K+ 105.71% |
$5.3M - $6.37M
|
186K
$14.4M
|
|
|
Oct 18, 2022
Q3 2022
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
91.5KNew |
$5.08M - $6.11M
|
91.5K
$7.09M
|
|
|
Nov 08, 2022
Q3 2022
|
Swan Global Investments, LLC
Durango, CO |
BUY
|
- |
87.4K+ 20.47% |
$4.85M - $5.83M
|
514K
$39.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
86.7K+ 574.63% |
$4.82M - $5.79M
|
102K
$7.89M
|
|
|
Nov 16, 2022
Q3 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
82KNew |
$4.56M - $5.48M
|
82K
$6.36M
|
|
|
Oct 28, 2022
Q3 2022
|
Verger Capital Management LLC
|
BUY
|
- |
81.9K+ 33.49% |
$4.55M - $5.46M
|
326K
$25.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
81.3K+ 39.66% |
$4.52M - $5.43M
|
286K
$22.2M
|
|
|
Nov 02, 2022
Q3 2022
|
Sharkey, Howes & Javer
|
BUY
|
- |
81KNew |
$4.5M - $5.4M
|
81K
$6.27M
|
|
|
Nov 02, 2022
Q3 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
78.8K+ 325.41% |
$4.38M - $5.26M
|
103K
$7.98M
|
|
|
Nov 04, 2022
Q3 2022
|
Cx Institutional
|
BUY
|
- |
76.4K+ 37.69% |
$4.24M - $5.1M
|
279K
$21.6M
|
|
|
Nov 03, 2022
Q3 2022
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
75.9K+ 2.49% |
$4.22M - $5.07M
|
3.13M
$243M
|
|
|
Nov 02, 2022
Q3 2022
|
North Rock Partners, LLC
|
BUY
|
- |
74.5K+ 278.82% |
$4.14M - $4.97M
|
101K
$7.84M
|
|
|
Nov 10, 2022
Q3 2022
|
Kabouter Management, LLC
Chicago, IL |
BUY
|
- |
73.5K+ 14.9% |
$4.08M - $4.9M
|
566K
$43.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
72.5K+ 321.23% |
$4.03M - $4.84M
|
95K
$7.37M
|
|
|
Nov 14, 2022
Q3 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
71K+ 25.06% |
$3.94M - $4.74M
|
355K
$27.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
71K+ 131.38% |
$3.94M - $4.74M
|
125K
$9.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
70.1K+ 385.44% |
$3.89M - $4.68M
|
88.2K
$6.84M
|
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
BUY
|
- |
69.5K+ 1.62% |
$3.86M - $4.64M
|
4.36M
$338M
|
|
|
Oct 07, 2022
Q3 2022
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
69.1K+ 2.45% |
$3.84M - $4.62M
|
2.9M
$224M
|
|
|
Nov 10, 2022
Q3 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
65.7K+ 112.9% |
$3.65M - $4.39M
|
124K
$9.61M
|
|
|
Nov 14, 2022
Q3 2022
|
American International Group, Inc.
New York, NY |
BUY
|
- |
64.9K+ 7.76% |
$3.6M - $4.33M
|
901K
$69.8M
|
|
|
Oct 04, 2022
Q3 2022
|
Stairway Partners, LLC
|
BUY
|
- |
64.1K+ 2.29% |
$3.56M - $4.28M
|
2.86M
$222M
|
|
|
Oct 20, 2022
Q3 2022
|
First Citizens Bank & Trust CO
|
BUY
|
- |
62.8K+ 170.84% |
$3.49M - $4.19M
|
99.5K
$7.71M
|
|
|
Nov 14, 2022
Q3 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
61.4KNew |
$3.41M - $4.1M
|
61.4K
$4.76M
|
|
|
Nov 14, 2022
Q3 2022
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
60K+ 637.37% |
$3.33M - $4M
|
69.4K
$5.38M
|
|
|
Oct 28, 2022
Q3 2022
|
Conning Inc.
|
BUY
|
- |
59.8K+ 19.35% |
$3.32M - $3.99M
|
369K
$28.6M
|
|
|
Mar 30, 2023
Q3 2022
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
58K+ 17.75% |
$3.22M - $3.87M
|
385K
$29.8M
|
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
57.5K+ 17.56% |
$3.19M - $3.84M
|
385K
$29.8M
|
|
|
Nov 14, 2022
Q3 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
57.4KNew |
$3.19M - $3.83M
|
57.4K
$4.45M
|
|
|
Nov 03, 2022
Q3 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
57.4K+ 5.73% |
$3.19M - $3.83M
|
1.06M
$82.1M
|
|
|
Oct 26, 2022
Q3 2022
|
Merriman Wealth Management, LLC
|
BUY
|
- |
57.3KNew |
$3.18M - $3.83M
|
57.3K
$4.44M
|
|
|
Nov 02, 2022
Q3 2022
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
56.1K+ 57.38% |
$3.11M - $3.74M
|
154K
$11.9M
|
|
|
Nov 09, 2022
Q3 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
56K+ 20.39% |
$3.11M - $3.74M
|
331K
$25.6M
|
|
|
Oct 31, 2022
Q3 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
55.2K+ 11.66% |
$3.07M - $3.69M
|
529K
$41M
|
|
|
Nov 09, 2022
Q3 2022
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
55K+ 2.86% |
$3.06M - $3.67M
|
1.98M
$153M
|
|
|
Nov 14, 2022
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
53.2KNew |
$2.96M - $3.55M
|
53.2K
$4.12M
|
|
|
Nov 14, 2022
Q3 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
51.6K+ 146.86% |
$2.86M - $3.44M
|
86.7K
$6.72M
|
|
|
Nov 14, 2022
Q3 2022
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
51.1KNew |
$2.84M - $3.41M
|
51.1K
$3.96M
|
|
|
Nov 10, 2022
Q3 2022
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
48.9KNew |
$2.72M - $3.26M
|
48.9K
$3.79M
|
|
|
Nov 14, 2022
Q3 2022
|
Aristotle Capital Management, LLC
Los Angeles, CA |
BUY
|
- |
47.9K+ 12.03% |
$2.66M - $3.2M
|
447K
$34.6M
|
|
|
Oct 27, 2022
Q3 2022
|
Bank Of Stockton
|
BUY
|
- |
47.5K+ 50.99% |
$2.64M - $3.17M
|
141K
$10.9M
|
|
|
Nov 03, 2022
Q3 2022
|
Regions Financial Corp
|
BUY
|
- |
45.6K+ 1.93% |
$2.53M - $3.05M
|
2.41M
$187M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
43.7K+ 14.66% |
$2.43M - $2.92M
|
342K
$26.5M
|
|
|
Nov 10, 2022
Q3 2022
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
42.8K+ 56.3% |
$2.38M - $2.86M
|
119K
$9.21M
|
|
|
Nov 08, 2022
Q3 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
42.3KNew |
$2.35M - $2.83M
|
42.3K
$3.28M
|
|
|
Nov 09, 2022
Q3 2022
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
42KNew |
$2.34M - $2.81M
|
42K
$3.26M
|
|
|
Nov 03, 2022
Q3 2022
|
Salomon & Ludwin, LLC
|
BUY
|
- |
41.6K+ 15.0% |
$2.31M - $2.78M
|
319K
$24.7M
|
|
|
Nov 10, 2022
Q3 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
39.6K+ 7489.6% |
$2.2M - $2.65M
|
40.1K
$3.11M
|
|
|
Oct 28, 2022
Q3 2022
|
Wood Trust Financial Corp
|
BUY
|
- |
39.4K+ 6.42% |
$2.19M - $2.63M
|
653K
$50.6M
|