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
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-6.23K- 5.06% |
$346K - $416K
|
117K
$9.22M
|
|
|
Nov 10, 2022
Q3 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-6.27K- 11.98% |
$348K - $418K
|
46K
$3.63M
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-6.28K- 4.65% |
$349K - $419K
|
129K
$10.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-6.32K- 71.94% |
$351K - $422K
|
2.46K
$195K
|
|
|
Oct 11, 2022
Q3 2022
|
Davenport & CO LLC
|
SELL
|
- |
-6.37K- 15.99% |
$354K - $425K
|
33.4K
$2.64M
|
|
|
Oct 14, 2022
Q3 2022
|
Collective Family Office LLC
|
SELL
|
- |
-6.5K- 45.4% |
$361K - $434K
|
7.82K
$617K
|
|
|
Oct 13, 2022
Q3 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-6.57K- 11.53% |
$365K - $438K
|
50.4K
$3.98M
|
|
|
Nov 07, 2022
Q3 2022
|
Members Trust CO
|
SELL
|
- |
-6.63K- 11.22% |
$368K - $443K
|
52.5K
$4.14M
|
|
|
Oct 25, 2022
Q3 2022
|
Financial Guidance Group, Inc.
|
SELL
|
- |
-6.96K- 50.31% |
$387K - $465K
|
6.88K
$543K
|
|
|
Nov 14, 2022
Q3 2022
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-6.98K- 15.14% |
$388K - $466K
|
39.1K
$3.09M
|
|
|
Nov 14, 2022
Q3 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-7.05K- 4.23% |
$392K - $471K
|
160K
$12.6M
|
|
|
Oct 13, 2022
Q3 2022
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-7.05K- 4.75% |
$392K - $471K
|
142K
$11.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-7.12K- 6.14% |
$395K - $475K
|
109K
$8.58M
|
|
|
Nov 04, 2022
Q3 2022
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-7.21K- 18.13% |
$400K - $481K
|
32.6K
$2.57M
|
|
|
Oct 21, 2022
Q3 2022
|
Macroview Investment Management LLC
|
SELL
|
- |
-7.25K- 89.04% |
$402K - $484K
|
892
$70.4K
|
|
|
Nov 10, 2022
Q3 2022
|
Biltmore Family Office, LLC
|
SELL
|
- |
-7.29K- 17.19% |
$405K - $486K
|
35.1K
$2.77M
|
|
|
Nov 15, 2022
Q3 2022
|
Pittenger & Anderson Inc
|
SELL
|
- |
-7.48K- 3.85% |
$415K - $499K
|
187K
$14.7M
|
|
|
Nov 01, 2022
Q3 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-7.49K- 7.9% |
$416K - $500K
|
87.4K
$6.9M
|
|
|
Dec 13, 2022
Q3 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-7.49K- 12.45% |
$416K - $500K
|
52.6K
$4.16M
|
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Associates LTD
|
SELL
|
- |
-7.57K- 12.94% |
$420K - $505K
|
50.9K
$4.02M
|
|
|
Oct 24, 2022
Q3 2022
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-7.61K- 10.93% |
$422K - $508K
|
62K
$4.9M
|
|
|
Nov 10, 2022
Q3 2022
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-7.67K- 12.37% |
$426K - $512K
|
54.3K
$4.29M
|
|
|
Oct 04, 2022
Q3 2022
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-7.74K- 4.62% |
$430K - $517K
|
160K
$12.6M
|
|
|
Nov 02, 2022
Q3 2022
|
Hoyle Cohen, LLC
|
SELL
|
- |
-7.98K- 33.61% |
$443K - $533K
|
15.8K
$1.24M
|
|
|
Nov 09, 2022
Q3 2022
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-8.16K- 11.59% |
$453K - $545K
|
62.2K
$4.92M
|
|
|
Oct 13, 2022
Q3 2022
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-8.22K- 20.32% |
$457K - $549K
|
32.2K
$2.55M
|
|
|
Oct 21, 2022
Q3 2022
|
Whittier Trust CO
|
SELL
|
- |
-8.25K- 4.31% |
$458K - $551K
|
183K
$14.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-8.26K- 3.81% |
$459K - $551K
|
208K
$16.4M
|
|
|
Oct 21, 2022
Q3 2022
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-8.59K- 24.3% |
$477K - $573K
|
26.8K
$2.11M
|
|
|
Nov 09, 2022
Q3 2022
|
Archer Investment Corp
|
SELL
|
- |
-8.68K- 62.69% |
$482K - $579K
|
5.16K
$408K
|
|
|
Oct 07, 2022
Q3 2022
|
Winning Points Advisors, LLC
Boca Raton, FL |
SELL
|
- |
-9K- 25.54% |
$500K - $601K
|
26.2K
$2.07M
|
|
|
Oct 13, 2022
Q3 2022
|
Orin Green Financial, LLC
|
SELL
|
- |
-9.04K- 7.56% |
$502K - $604K
|
111K
$8.73M
|
|
|
Nov 01, 2022
Q3 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-9.08K- 2.88% |
$504K - $606K
|
306K
$24.2M
|
|
|
Nov 14, 2022
Q3 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-9.09K- 4.44% |
$505K - $607K
|
196K
$15.4M
|
|
|
Nov 07, 2022
Q3 2022
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-9.11K- 6.83% |
$506K - $608K
|
124K
$9.81M
|
|
|
Nov 08, 2022
Q3 2022
|
Capital Wealth Alliance, LLC
|
SELL
|
- |
-9.24K- 34.77% |
$513K - $617K
|
17.3K
$1.37M
|
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-9.3K- 18.17% |
$516K - $621K
|
41.9K
$3.31M
|
|
|
Jun 20, 2024
Q3 2022
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-9.3K- 2.64% |
$517K - $621K
|
343K
$27.1M
|
|
|
Nov 09, 2022
Q3 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-9.37K- 44.94% |
$521K - $626K
|
11.5K
$907K
|
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-9.4K- 5.65% |
$522K - $627K
|
157K
$12.4M
|
|
|
Nov 09, 2022
Q3 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-9.42K- 6.93% |
$523K - $629K
|
126K
$9.99M
|
|
|
Oct 19, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-9.44K- 48.79% |
$524K - $630K
|
9.9K
$782K
|
|
|
Oct 24, 2022
Q3 2022
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-9.67K- 18.88% |
$537K - $646K
|
41.5K
$3.28M
|
|
|
Oct 06, 2022
Q3 2022
|
Krilogy Financial LLC
|
SELL
|
- |
-9.74K- 30.68% |
$541K - $650K
|
22K
$1.74M
|
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-9.87K- 4.36% |
$548K - $659K
|
217K
$17.1M
|
|
|
Oct 21, 2022
Q3 2022
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-9.91K- 8.01% |
$550K - $661K
|
114K
$8.99M
|
|
|
Nov 15, 2022
Q3 2022
|
Whalerock Point Partners, LLC
Providence, RI |
SELL
|
- |
-9.91K- 94.4% |
$551K - $662K
|
588
$46.4K
|
|
|
Nov 15, 2022
Q3 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-9.99K- 17.66% |
$555K - $667K
|
46.6K
$3.68M
|
|
|
Oct 18, 2022
Q3 2022
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-10K- 11.47% |
$555K - $667K
|
77.2K
$6.1M
|
|
|
Nov 04, 2022
Q3 2022
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-10K- 9.55% |
$557K - $669K
|
94.9K
$7.5M
|