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 20, 2022
Q3 2022
|
Central Bank & Trust CO
|
BUY
|
- |
38.9K+ 42.62% |
$2.16M - $2.6M
|
130K
$10.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
38.6K+ 7.35% |
$2.15M - $2.58M
|
564K
$43.7M
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
38.5KNew |
$2.14M - $2.57M
|
38.5K
$2.98M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
37.9K+ 52.41% |
$2.1M - $2.53M
|
110K
$8.54M
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
37.7K+ 174.27% |
$2.1M - $2.52M
|
59.4K
$4.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
37.2K+ 96.6% |
$2.07M - $2.48M
|
75.7K
$5.87M
|
|
|
Nov 14, 2022
Q3 2022
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
36.3K+ 499.24% |
$2.02M - $2.43M
|
43.6K
$3.38M
|
|
|
Oct 12, 2022
Q3 2022
|
Sns Financial Group, LLC
|
BUY
|
- |
35.8K+ 17.51% |
$1.99M - $2.39M
|
240K
$18.6M
|
|
|
Mar 15, 2023
Q3 2022
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
35.3K+ 191.33% |
$1.96M - $2.35M
|
53.7K
$4.16M
|
|
|
May 11, 2023
Q3 2022
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
34.7KNew |
$1.93M - $2.32M
|
34.7K
$2.69M
|
|
|
Nov 10, 2022
Q3 2022
|
Credit Agricole S A
|
BUY
|
- |
34.4K+ 41.99% |
$1.91M - $2.29M
|
116K
$9.01M
|
|
|
Oct 26, 2022
Q3 2022
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
33.2K+ 248.81% |
$1.84M - $2.21M
|
46.5K
$3.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
33.1K+ 232.69% |
$1.84M - $2.21M
|
47.3K
$3.66M
|
|
|
Nov 01, 2022
Q3 2022
|
Allie Family Office LLC
|
BUY
|
- |
33K+ 15.78% |
$1.83M - $2.2M
|
242K
$18.8M
|
|
|
Nov 03, 2022
Q3 2022
|
Ieq Capital, LLC
|
BUY
|
- |
32.7K+ 19.29% |
$1.81M - $2.18M
|
202K
$15.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
32.6K+ 46.74% |
$1.81M - $2.18M
|
102K
$7.94M
|
|
|
Oct 25, 2022
Q3 2022
|
Brio Consultants, LLC
|
BUY
|
- |
32.3K+ 180.6% |
$1.79M - $2.16M
|
50.2K
$3.89M
|
|
|
Oct 12, 2022
Q3 2022
|
Parkside Advisors LLC
|
BUY
|
- |
32.3K+ 8.7% |
$1.79M - $2.15M
|
403K
$31.3M
|
|
|
Nov 08, 2022
Q3 2022
|
New York State Common Retirement Fund
|
BUY
|
- |
32.2K+ 62.24% |
$1.79M - $2.15M
|
83.9K
$6.5M
|
|
|
Nov 02, 2022
Q3 2022
|
Ifg Advisors, LLC
|
BUY
|
- |
31.7K+ 9.85% |
$1.76M - $2.11M
|
353K
$27.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
30.9K+ 60.74% |
$1.72M - $2.06M
|
81.8K
$6.34M
|
|
|
Nov 14, 2022
Q3 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
29.3K+ 11.79% |
$1.63M - $1.96M
|
278K
$21.5M
|
|
|
Oct 26, 2022
Q3 2022
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
29.2K+ 3.12% |
$1.62M - $1.95M
|
964K
$74.7M
|
|
|
Oct 18, 2022
Q3 2022
|
Hgk Asset Management Inc
|
BUY
|
- |
28.6KNew |
$1.59M - $1.91M
|
28.6K
$2.22M
|
|
|
Oct 31, 2022
Q3 2022
|
Capital Advantage, Inc.
|
BUY
|
- |
28.5KNew |
$1.58M - $1.9M
|
28.5K
$2.21M
|
|
|
Nov 09, 2022
Q3 2022
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
28.5K+ 8.67% |
$1.58M - $1.9M
|
357K
$27.7M
|
|
|
Feb 14, 2023
Q3 2022
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
27.9K+ 215.43% |
$1.55M - $1.87M
|
40.9K
$3.17M
|
|
|
Jun 14, 2023
Q3 2022
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
27K+ 7.05% |
$1.5M - $1.8M
|
410K
$31.8M
|
|
|
Nov 02, 2022
Q3 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
26.6K+ 17.48% |
$1.48M - $1.77M
|
179K
$13.9M
|
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
26.5K+ 5.14% |
$1.47M - $1.77M
|
542K
$42M
|
|
|
Oct 28, 2022
Q3 2022
|
Newport Capital Group, LLC
|
BUY
|
- |
26.4K+ 99.34% |
$1.47M - $1.76M
|
53K
$4.11M
|
|
|
Nov 14, 2022
Q3 2022
|
Johnson & White Wealth Management, LLC
York, PA |
BUY
|
- |
26.3KNew |
$1.46M - $1.75M
|
26.3K
$2.04M
|
|
|
Nov 14, 2022
Q3 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
26.1K+ 23.26% |
$1.45M - $1.74M
|
138K
$10.7M
|
|
|
Nov 22, 2022
Q3 2022
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
26K+ 2422.88% |
$1.45M - $1.74M
|
27.1K
$2.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
25.6KNew |
$1.42M - $1.71M
|
25.6K
$1.98M
|
|
|
Nov 10, 2022
Q3 2022
|
Destination Wealth Management
|
BUY
|
- |
24.7K+ 5.89% |
$1.37M - $1.65M
|
445K
$34.5M
|
|
|
Oct 12, 2022
Q3 2022
|
Prosperity Planning, Inc.
|
BUY
|
- |
24.6K+ 15.81% |
$1.36M - $1.64M
|
180K
$14M
|
|
|
Oct 18, 2022
Q3 2022
|
Wbh Advisory Inc
|
BUY
|
- |
24.5K+ 516.26% |
$1.36M - $1.64M
|
29.3K
$2.27M
|
|
|
May 09, 2023
Q3 2022
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
24K+ 11.39% |
$1.33M - $1.6M
|
235K
$18.2M
|
|
|
Oct 24, 2022
Q3 2022
|
Lincoln Capital Corp
|
BUY
|
- |
23.7K+ 248.14% |
$1.32M - $1.59M
|
33.3K
$2.58M
|
|
|
Nov 14, 2022
Q3 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
22.9K+ 170.35% |
$1.27M - $1.53M
|
36.4K
$2.82M
|
|
|
Nov 02, 2022
Q3 2022
|
Waddell & Associates, LLC
|
BUY
|
- |
22.6K+ 226.5% |
$1.25M - $1.51M
|
32.5K
$2.52M
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
21.2K+ 6.77% |
$1.18M - $1.42M
|
335K
$25.9M
|
|
|
Nov 09, 2022
Q3 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
20.9K+ 2.11% |
$1.16M - $1.4M
|
1.01M
$78.4M
|
|
|
Jan 25, 2023
Q3 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
20.9KNew |
$1.16M - $1.39M
|
20.9K
$1.62M
|
|
|
Nov 08, 2022
Q3 2022
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
19.8K+ 10.48% |
$1.1M - $1.32M
|
209K
$16.2M
|
|
|
Nov 09, 2022
Q3 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
19.8K+ 45.85% |
$1.1M - $1.32M
|
62.9K
$4.87M
|
|
|
Nov 14, 2022
Q3 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
19.5K+ 87.92% |
$1.08M - $1.3M
|
41.6K
$3.23M
|
|
|
Nov 10, 2022
Q3 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
19.4K+ 1.13% |
$1.08M - $1.3M
|
1.74M
$135M
|
|
|
Nov 15, 2022
Q3 2022
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
18.9KNew |
$1.05M - $1.26M
|
18.9K
$1.46M
|