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
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
18.6K+ 25.46% |
$1.04M - $1.24M
|
91.8K
$7.25M
|
|
|
Nov 14, 2022
Q3 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
18.2K+ 2.73% |
$1.01M - $1.22M
|
685K
$54.1M
|
|
|
Nov 02, 2022
Q3 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
17.6K+ 2.92% |
$977K - $1.17M
|
620K
$48.9M
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
17.4K+ 2.63% |
$967K - $1.16M
|
678K
$53.6M
|
|
|
Oct 12, 2022
Q3 2022
|
Divergent Planning, LLC
|
BUY
|
- |
17.4KNew |
$965K - $1.16M
|
17.4K
$1.37M
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
BUY
|
- |
17.3K+ 2.69% |
$964K - $1.16M
|
663K
$52.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
17.3K+ 4.54% |
$962K - $1.16M
|
399K
$31.5M
|
|
|
Oct 20, 2022
Q3 2022
|
Stone Asset Management Inc.
|
BUY
|
- |
17K+ 41.74% |
$944K - $1.13M
|
57.7K
$4.56M
|
|
|
Oct 31, 2022
Q3 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
16.5K+ 2.72% |
$916K - $1.1M
|
623K
$49.2M
|
|
|
Nov 01, 2022
Q3 2022
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
16.2KNew |
$901K - $1.08M
|
16.2K
$1.28M
|
|
|
Nov 14, 2022
Q3 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
15.3K+ 26.89% |
$851K - $1.02M
|
72.3K
$5.71M
|
|
|
Oct 25, 2022
Q3 2022
|
Ziegler Capital Management, LLC
|
BUY
|
- |
15.1K+ 4.92% |
$838K - $1.01M
|
322K
$25.4M
|
|
|
Nov 09, 2022
Q3 2022
|
Alera Investment Advisors, LLC
|
BUY
|
- |
14.2K+ 7.87% |
$791K - $950K
|
195K
$15.4M
|
|
|
Nov 09, 2022
Q3 2022
|
William Blair Investment Management, LLC
Chicago, IL |
BUY
|
- |
14.2K+ 273.0% |
$790K - $950K
|
19.4K
$1.53M
|
|
|
Oct 17, 2022
Q3 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
14.1K+ 10.84% |
$783K - $941K
|
144K
$11.4M
|
|
|
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
14.1K+ 10.84% |
$783K - $941K
|
144K
$11.4M
|
|
|
Oct 26, 2022
Q3 2022
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
14.1K+ 11.35% |
$781K - $939K
|
138K
$10.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
13.9KNew |
$772K - $927K
|
13.9K
$1.1M
|
|
|
Nov 04, 2022
Q3 2022
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
13.6KNew |
$755K - $908K
|
13.6K
$1.07M
|
|
|
Nov 14, 2022
Q3 2022
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
13.6K+ 49.71% |
$753K - $905K
|
40.8K
$3.22M
|
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
13.5K+ 12.78% |
$748K - $900K
|
119K
$9.39M
|
|
|
Nov 10, 2022
Q3 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
13.3K+ 1.26% |
$737K - $886K
|
1.07M
$84.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Apexium Financial, LP
|
BUY
|
- |
13KNew |
$721K - $867K
|
13K
$1.03M
|
|
|
Nov 09, 2022
Q3 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
13K+ 377.22% |
$719K - $865K
|
16.4K
$1.29M
|
|
|
Oct 19, 2022
Q3 2022
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
12.7KNew |
$703K - $845K
|
12.7K
$1M
|
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
12.6K+ 23.1% |
$701K - $843K
|
67.3K
$5.31M
|
|
|
Oct 14, 2022
Q3 2022
|
Paragon Capital Management LTD
|
BUY
|
- |
12.5K+ 37.12% |
$692K - $831K
|
46K
$3.63M
|
|
|
Nov 09, 2022
Q3 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
12.4K+ 27.51% |
$690K - $829K
|
57.6K
$4.55M
|
|
|
Oct 21, 2022
Q3 2022
|
Hengehold Capital Management LLC
|
BUY
|
- |
12.2K+ 30.43% |
$677K - $814K
|
52.2K
$4.13M
|
|
|
Nov 09, 2022
Q3 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
12.2K+ 18.0% |
$675K - $811K
|
79.7K
$6.29M
|
|
|
Nov 14, 2022
Q3 2022
|
Sun Life Financial Inc
Toronto, A6 |
BUY
|
- |
11.6K+ 21.2% |
$643K - $773K
|
66.2K
$5.23M
|
|
|
Oct 26, 2022
Q3 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
11.5K+ 112.46% |
$637K - $766K
|
21.7K
$1.71M
|
|
|
Oct 05, 2022
Q3 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
11.4K+ 4.85% |
$635K - $763K
|
247K
$19.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Waldron Private Wealth LLC
|
BUY
|
- |
11.4K+ 5.46% |
$631K - $758K
|
219K
$17.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
11.3K+ 6.14% |
$626K - $753K
|
195K
$15.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Bontempo Ohly Capital Mgmt LLC
Bethesda, MD |
BUY
|
- |
11.1K+ 1.91% |
$618K - $743K
|
593K
$46.8M
|
|
|
Oct 28, 2022
Q3 2022
|
Grimes & Company, Inc.
|
BUY
|
- |
11K+ 10.47% |
$611K - $734K
|
116K
$9.16M
|
|
|
Nov 10, 2022
Q3 2022
|
Townsquare Capital LLC
|
BUY
|
- |
10.9K+ 65.9% |
$608K - $731K
|
27.6K
$2.18M
|
|
|
Nov 15, 2022
Q3 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
10.8K+ 3.48% |
$598K - $719K
|
320K
$25.3M
|
|
|
Nov 03, 2022
Q3 2022
|
Shilanski & Associates, Inc.
|
BUY
|
- |
10.7KNew |
$594K - $714K
|
10.7K
$845K
|
|
|
Nov 09, 2022
Q3 2022
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
10.7K+ 20.05% |
$592K - $712K
|
63.9K
$5.04M
|
|
|
Oct 17, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
10.2K+ 112.55% |
$569K - $684K
|
19.3K
$1.53M
|
|
|
Nov 08, 2022
Q3 2022
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
10.2K+ 347.41% |
$567K - $681K
|
13.1K
$1.04M
|
|
|
Oct 18, 2022
Q3 2022
|
Corundum Group, Inc.
|
BUY
|
- |
10.2K+ 8.55% |
$564K - $678K
|
129K
$10.2M
|
|
|
Nov 16, 2022
Q3 2022
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
9.91K+ 1685.71% |
$551K - $662K
|
10.5K
$829K
|
|
|
Nov 14, 2022
Q3 2022
|
Ironwood Investment Management LLC
Boston, MA |
BUY
|
- |
9.91K+ 16.48% |
$550K - $661K
|
70K
$5.53M
|
|
|
Oct 17, 2022
Q3 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
9.46K+ 1.95% |
$525K - $631K
|
495K
$39.1M
|
|
|
Oct 27, 2022
Q3 2022
|
Brewster Financial Planning LLC
|
BUY
|
- |
9.41K+ 3.33% |
$523K - $628K
|
292K
$23.1M
|
|
|
Nov 10, 2022
Q3 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
9.38K+ 6.08% |
$521K - $626K
|
164K
$12.9M
|
|
|
Oct 06, 2022
Q3 2022
|
New England Guild Wealth Advisors, Inc.
|
BUY
|
- |
9.27K+ 32.32% |
$515K - $619K
|
38K
$3M
|