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 18, 2022
Q3 2022
|
Bailard, Inc.
|
SELL
|
- |
-3.74K- 6.2% |
$208K - $250K
|
56.6K
$4.41M
|
|
|
Oct 14, 2022
Q3 2022
|
Blb&B Advisors, LLC
|
SELL
|
- |
-3.77K- 12.26% |
$209K - $251K
|
27K
$2.1M
|
|
|
Oct 25, 2022
Q3 2022
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-3.8K- 9.1% |
$211K - $253K
|
37.9K
$2.95M
|
|
|
Nov 07, 2022
Q3 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-3.82K- 2.86% |
$212K - $255K
|
130K
$10.1M
|
|
|
Nov 08, 2022
Q3 2022
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-3.83K- 14.65% |
$213K - $256K
|
22.3K
$1.74M
|
|
|
Jul 10, 2024
Q3 2022
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-3.92KClosed |
$218K - $261K
|
0
$0
|
|
|
Oct 26, 2022
Q3 2022
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-3.97K- 38.2% |
$220K - $265K
|
6.42K
$500K
|
|
|
Oct 27, 2022
Q3 2022
|
Portland Global Advisors LLC
|
SELL
|
- |
-3.98K- 1.44% |
$221K - $266K
|
272K
$21.2M
|
|
|
Nov 08, 2022
Q3 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-4.03K- 12.9% |
$224K - $269K
|
27.2K
$2.12M
|
|
|
Nov 02, 2022
Q3 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-4.07K- 14.42% |
$226K - $272K
|
24.2K
$1.88M
|
|
|
Nov 02, 2022
Q3 2022
|
Hamilton Wealth, LLC
|
SELL
|
- |
-4.12K- 42.69% |
$229K - $275K
|
5.53K
$431K
|
|
|
Feb 13, 2023
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-4.18K- 3.03% |
$232K - $279K
|
134K
$10.4M
|
|
|
Oct 19, 2022
Q3 2022
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-4.27K- 12.31% |
$237K - $285K
|
30.4K
$2.37M
|
|
|
Aug 14, 2024
Q3 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-4.29K- 3.62% |
$238K - $286K
|
114K
$8.9M
|
|
|
Nov 10, 2022
Q3 2022
|
Ashfield Capital Partners, LLC
|
SELL
|
- |
-4.36K- 11.6% |
$242K - $291K
|
33.3K
$2.59M
|
|
|
Oct 27, 2022
Q3 2022
|
Albion Financial Group
|
SELL
|
- |
-4.41K- 77.36% |
$245K - $294K
|
1.29K
$101K
|
|
|
Oct 24, 2022
Q3 2022
|
Bank Of New Hampshire
|
SELL
|
- |
-4.42K- 10.93% |
$245K - $295K
|
36K
$2.8M
|
|
|
Oct 07, 2022
Q3 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-4.45K- 0.46% |
$247K - $297K
|
961K
$74.9M
|
|
|
Nov 01, 2022
Q3 2022
|
Highview Capital Management LLC
|
SELL
|
- |
-4.46K- 6.88% |
$248K - $298K
|
60.4K
$4.7M
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
SELL
|
- |
-4.51K- 16.8% |
$251K - $301K
|
22.4K
$1.74M
|
|
|
Nov 10, 2022
Q3 2022
|
Lansing Street Advisors
|
SELL
|
- |
-4.62K- 19.29% |
$257K - $309K
|
19.3K
$1.51M
|
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
SELL
|
- |
-4.63K- 5.74% |
$257K - $309K
|
76.1K
$5.93M
|
|
|
Oct 12, 2022
Q3 2022
|
Bremer Bank National Association
|
SELL
|
- |
-4.63K- 9.34% |
$257K - $309K
|
45K
$3.51M
|
|
|
Nov 07, 2022
Q3 2022
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-4.64K- 54.1% |
$257K - $309K
|
3.93K
$306K
|
|
|
Oct 20, 2022
Q3 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-4.64K- 9.12% |
$258K - $310K
|
46.2K
$3.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-4.7K- 19.88% |
$261K - $314K
|
18.9K
$1.47M
|
|
|
Oct 19, 2022
Q3 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-4.7K- 4.53% |
$261K - $314K
|
99.1K
$7.72M
|
|
|
Oct 17, 2022
Q3 2022
|
Veracity Capital LLC
|
SELL
|
- |
-4.71K- 12.64% |
$261K - $314K
|
32.5K
$2.53M
|
|
|
Nov 14, 2022
Q3 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-4.73KClosed |
$263K - $316K
|
0
$0
|
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-4.76K- 6.94% |
$264K - $318K
|
63.9K
$4.98M
|
|
|
Nov 02, 2022
Q3 2022
|
Aries Wealth Management
|
SELL
|
- |
-4.8K- 7.28% |
$267K - $320K
|
61.2K
$4.77M
|
|
|
Nov 14, 2022
Q3 2022
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-4.87K- 36.68% |
$270K - $325K
|
8.41K
$655K
|
|
|
Oct 24, 2022
Q3 2022
|
Cubic Asset Management, LLC
|
SELL
|
- |
-4.9K- 15.59% |
$272K - $327K
|
26.5K
$2.07M
|
|
|
Oct 19, 2022
Q3 2022
|
Security Financial Services, Inc.
|
SELL
|
- |
-4.99K- 16.04% |
$277K - $333K
|
26.1K
$2.03M
|
|
|
Oct 18, 2022
Q3 2022
|
Rnc Capital Management LLC
|
SELL
|
- |
-5.06K- 12.33% |
$281K - $338K
|
36K
$2.8M
|
|
|
Nov 07, 2022
Q3 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-5.09K- 23.37% |
$283K - $340K
|
16.7K
$1.3M
|
|
|
Oct 27, 2022
Q3 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-5.21K- 11.79% |
$289K - $348K
|
39K
$3.04M
|
|
|
Nov 09, 2022
Q3 2022
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-5.27K- 33.21% |
$293K - $352K
|
10.6K
$826K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-5.33K- 5.0% |
$296K - $356K
|
101K
$7.9M
|
|
|
Nov 09, 2022
Q3 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-5.4K- 4.44% |
$300K - $361K
|
116K
$9.06M
|
|
|
Nov 01, 2022
Q3 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-5.48K- 6.12% |
$304K - $366K
|
84.1K
$6.55M
|
|
|
Oct 19, 2022
Q3 2022
|
Parisi Gray Wealth Management
|
SELL
|
- |
-5.6K- 45.49% |
$311K - $374K
|
6.72K
$523K
|
|
|
Nov 09, 2022
Q3 2022
|
Connolly Sarah T.
Boston, MA |
SELL
|
- |
-5.61K- 40.72% |
$312K - $375K
|
8.17K
$636K
|
|
|
Nov 09, 2022
Q3 2022
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-5.77K- 3.95% |
$321K - $385K
|
141K
$11M
|
|
|
Nov 14, 2022
Q3 2022
|
Titleist Asset Management, Ltd.
San Antonio, TX |
SELL
|
- |
-5.86K- 9.32% |
$326K - $391K
|
57K
$4.44M
|
|
|
Oct 20, 2022
Q3 2022
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-5.94K- 26.2% |
$330K - $396K
|
16.7K
$1.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-5.94K- 21.27% |
$330K - $397K
|
22K
$1.71M
|
|
|
Nov 16, 2022
Q3 2022
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-5.99K- 6.91% |
$332K - $400K
|
80.7K
$6.28M
|
|
|
Oct 12, 2022
Q3 2022
|
Rtd Financial Advisors, Inc.
|
SELL
|
- |
-6.05K- 38.82% |
$336K - $404K
|
9.54K
$743K
|
|
|
Oct 06, 2022
Q3 2022
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-6.19K- 5.52% |
$344K - $413K
|
106K
$8.25M
|