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
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
9.23K+ 31.87% |
$513K - $616K
|
38.2K
$3.02M
|
|
Oct 13, 2022
Q3 2022
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
9.07K+ 5.72% |
$503K - $605K
|
168K
$13.2M
|
|
Nov 14, 2022
Q3 2022
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
8.99K+ 31.38% |
$499K - $600K
|
37.6K
$2.97M
|
|
Oct 20, 2022
Q3 2022
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
8.97K+ 15.94% |
$498K - $599K
|
65.2K
$5.15M
|
|
Nov 14, 2022
Q3 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
8.86K+ 7.93% |
$492K - $592K
|
121K
$9.53M
|
|
Oct 21, 2022
Q3 2022
|
Private Ocean, LLC
|
BUY
|
- |
8.72K+ 34.49% |
$484K - $582K
|
34K
$2.68M
|
|
Oct 13, 2022
Q3 2022
|
Tompkins Financial Corp
|
BUY
|
- |
8.64K+ 80.75% |
$480K - $577K
|
19.3K
$1.53M
|
|
Nov 09, 2022
Q3 2022
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
8.63K+ 4.39% |
$479K - $576K
|
205K
$16.2M
|
|
Oct 21, 2022
Q3 2022
|
Gemmer Asset Management LLC
|
BUY
|
- |
8.58K+ 20.26% |
$477K - $573K
|
50.9K
$4.02M
|
|
Nov 10, 2022
Q3 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
8.56K+ 5.22% |
$475K - $571K
|
173K
$13.6M
|
|
Oct 12, 2022
Q3 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
8.54K+ 13.38% |
$474K - $570K
|
72.4K
$5.72M
|
|
Nov 14, 2022
Q3 2022
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
8.5K+ 32.57% |
$472K - $567K
|
34.6K
$2.73M
|
|
Nov 14, 2022
Q3 2022
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
8.39KNew |
$466K - $560K
|
8.39K
$663K
|
|
Oct 24, 2022
Q3 2022
|
Landmark Wealth Management, LLC
|
BUY
|
- |
8.31KNew |
$461K - $555K
|
8.31K
$656K
|
|
Oct 17, 2022
Q3 2022
|
Highland Private Wealth Management
|
BUY
|
- |
8.3K+ 18.55% |
$461K - $554K
|
53.1K
$4.19M
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
8.29K+ 0.25% |
$460K - $554K
|
3.33M
$263M
|
|
Oct 11, 2022
Q3 2022
|
Telemus Capital, LLC
|
BUY
|
- |
8.21K+ 20.15% |
$456K - $548K
|
48.9K
$3.86M
|
|
Nov 04, 2022
Q3 2022
|
Independent Advisor Alliance
|
BUY
|
- |
8.03KNew |
$446K - $536K
|
8.03K
$634K
|
|
Nov 15, 2022
Q3 2022
|
Mai Capital Management
|
BUY
|
- |
8.02K+ 2.89% |
$446K - $536K
|
286K
$22.6M
|
|
Nov 14, 2022
Q3 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
7.94K+ 3.91% |
$441K - $530K
|
211K
$16.7M
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
7.84K+ 17.09% |
$435K - $523K
|
53.7K
$4.24M
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
7.79K+ 1.12% |
$433K - $520K
|
706K
$55.7M
|
|
Nov 07, 2022
Q3 2022
|
Caprock Group, Inc.
|
BUY
|
- |
7.68K+ 16.98% |
$427K - $513K
|
52.9K
$4.18M
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
7.66K+ 17.52% |
$425K - $511K
|
51.3K
$4.06M
|
|
Oct 14, 2022
Q3 2022
|
Diversified Trust CO
|
BUY
|
- |
7.62K+ 7.52% |
$423K - $509K
|
109K
$8.61M
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
7.6K+ 167.3% |
$422K - $508K
|
12.1K
$959K
|
|
Nov 10, 2022
Q3 2022
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
7.59K+ 56.07% |
$421K - $507K
|
21.1K
$1.67M
|
|
Nov 14, 2022
Q3 2022
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
7.47K+ 16.54% |
$415K - $499K
|
52.6K
$4.16M
|
|
Nov 14, 2022
Q3 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
7.47K+ 3.03% |
$415K - $498K
|
254K
$20.1M
|
|
Aug 06, 2024
Q3 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
7.47K+ 3.03% |
$415K - $498K
|
254K
$20.1M
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
BUY
|
- |
7.44K+ 19.29% |
$413K - $497K
|
46K
$3.63M
|
|
Oct 24, 2022
Q3 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
7.33K+ 79.93% |
$407K - $489K
|
16.5K
$1.3M
|
|
Nov 14, 2022
Q3 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
7.3KNew |
$405K - $487K
|
7.3K
$576K
|
|
Oct 13, 2022
Q3 2022
|
Pfg Advisors
|
BUY
|
- |
7.14KNew |
$397K - $477K
|
7.14K
$564K
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
7.08KNew |
$393K - $472K
|
7.08K
$559K
|
|
Nov 14, 2022
Q3 2022
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
6.94KNew |
$385K - $463K
|
6.94K
$548K
|
|
Oct 27, 2022
Q3 2022
|
Affiance Financial, LLC
|
BUY
|
- |
6.91K+ 34.27% |
$384K - $461K
|
27.1K
$2.14M
|
|
Nov 10, 2022
Q3 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
6.9K+ 23.39% |
$383K - $461K
|
36.4K
$2.88M
|
|
Oct 17, 2022
Q3 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.81K+ 9.83% |
$378K - $455K
|
76.1K
$6.01M
|
|
Nov 01, 2022
Q3 2022
|
Financial Counselors Inc
|
BUY
|
- |
6.79K+ 5.86% |
$377K - $453K
|
123K
$9.69M
|
|
Nov 09, 2022
Q3 2022
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
6.75K+ 100.45% |
$375K - $450K
|
13.5K
$1.06M
|
|
Nov 02, 2022
Q3 2022
|
Vahanian & Associates Financial Planning Inc.
|
BUY
|
- |
6.67KNew |
$371K - $445K
|
6.67K
$527K
|
|
Nov 10, 2022
Q3 2022
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
6.67K+ 49.07% |
$370K - $445K
|
20.3K
$1.6M
|
|
Nov 14, 2022
Q3 2022
|
Miller Investment Management, LP
West Conshohocken, PA |
BUY
|
- |
6.64KNew |
$369K - $443K
|
6.64K
$524K
|
|
Oct 17, 2022
Q3 2022
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
6.43K+ 13.57% |
$357K - $429K
|
53.8K
$4.25M
|
|
Nov 14, 2022
Q3 2022
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
6.39KNew |
$355K - $426K
|
6.39K
$504K
|
|
Nov 14, 2022
Q3 2022
|
Quest Investment Management LLC
Lake Oswego, OR |
BUY
|
- |
6.37K+ 2.83% |
$354K - $425K
|
232K
$18.3M
|
|
Nov 14, 2022
Q3 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
6.34KNew |
$352K - $423K
|
6.34K
$501K
|
|
Nov 14, 2022
Q3 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
6.33K+ 23.71% |
$352K - $423K
|
33K
$2.61M
|
|
Nov 09, 2022
Q3 2022
|
Brighton Jones LLC
|
BUY
|
- |
6.12K+ 2.56% |
$340K - $409K
|
245K
$19.3M
|