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
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
6.08K+ 47.64% |
$338K - $406K
|
18.8K
$1.46M
|
|
Nov 03, 2022
Q3 2022
|
Private Capital Management LLC
|
BUY
|
- |
6K+ 127.57% |
$333K - $400K
|
10.7K
$829K
|
|
Oct 18, 2022
Q3 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
5.99KNew |
$333K - $400K
|
5.99K
$464K
|
|
Nov 01, 2022
Q3 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
5.95K+ 8.14% |
$331K - $397K
|
79.1K
$6.13M
|
|
Oct 27, 2022
Q3 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
5.88K+ 0.92% |
$327K - $393K
|
644K
$49.9M
|
|
Nov 10, 2022
Q3 2022
|
Clarity Financial LLC
|
BUY
|
- |
5.86KNew |
$325K - $391K
|
5.86K
$454K
|
|
Nov 14, 2022
Q3 2022
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
5.84KNew |
$324K - $390K
|
5.84K
$453K
|
|
Nov 04, 2022
Q3 2022
|
1 St Source Bank
|
BUY
|
- |
5.77K+ 1.76% |
$321K - $385K
|
333K
$25.8M
|
|
Oct 05, 2022
Q3 2022
|
American National Bank
|
BUY
|
- |
5.74K+ 50.28% |
$319K - $383K
|
17.2K
$1.33M
|
|
Nov 14, 2022
Q3 2022
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
5.57K+ 75.27% |
$309K - $372K
|
13K
$1.01M
|
|
Oct 24, 2022
Q3 2022
|
4 Thought Financial Group Inc.
|
BUY
|
- |
5.55K+ 8.63% |
$308K - $370K
|
69.8K
$5.41M
|
|
Nov 14, 2022
Q3 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
5.48KNew |
$304K - $366K
|
5.48K
$424K
|
|
Nov 07, 2022
Q3 2022
|
Goldstein Munger & Associates
San Ramon, CA |
BUY
|
- |
5.43K+ 1.25% |
$301K - $362K
|
438K
$34M
|
|
Nov 14, 2022
Q3 2022
|
Mgo Private Wealth, LLC
Irvine, CA |
BUY
|
- |
5.38KNew |
$299K - $359K
|
5.38K
$417K
|
|
Nov 09, 2022
Q3 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5.35KNew |
$297K - $357K
|
5.35K
$415K
|
|
Oct 31, 2022
Q3 2022
|
Wolff Financial Management LLC
|
BUY
|
- |
5.33K+ 11.07% |
$296K - $355K
|
53.4K
$4.14M
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
5.04K+ 50.09% |
$280K - $336K
|
15.1K
$1.17M
|
|
Oct 18, 2022
Q3 2022
|
Apeiron Ria LLC
|
BUY
|
- |
4.92KNew |
$273K - $328K
|
4.92K
$381K
|
|
Nov 04, 2022
Q3 2022
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
4.88K+ 3.36% |
$271K - $326K
|
150K
$11.6M
|
|
Oct 14, 2022
Q3 2022
|
Oldfather Financial Services, LLC
|
BUY
|
- |
4.83K+ 5.81% |
$268K - $323K
|
88.1K
$6.83M
|
|
Nov 03, 2022
Q3 2022
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
4.81K+ 12.01% |
$267K - $321K
|
44.9K
$3.48M
|
|
Jan 19, 2023
Q3 2022
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
4.79K+ 46.49% |
$266K - $320K
|
15.1K
$1.17M
|
|
Nov 15, 2022
Q3 2022
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
4.69K+ 2.83% |
$261K - $313K
|
170K
$13.2M
|
|
Nov 07, 2022
Q3 2022
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
4.62K+ 83.94% |
$256K - $308K
|
10.1K
$784K
|
|
Nov 04, 2022
Q3 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
4.61K+ 4854.74% |
$256K - $308K
|
4.71K
$365K
|
|
Oct 28, 2022
Q3 2022
|
Welch & Forbes LLC
|
BUY
|
- |
4.59K+ 14.8% |
$255K - $307K
|
35.6K
$2.76M
|
|
Nov 08, 2022
Q3 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
4.52K+ 475.39% |
$251K - $302K
|
5.47K
$424K
|
|
Oct 11, 2022
Q3 2022
|
Strategy Asset Managers LLC
|
BUY
|
- |
4.47K+ 102.69% |
$248K - $298K
|
8.82K
$684K
|
|
Nov 08, 2022
Q3 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
4.46K+ 36.29% |
$248K - $298K
|
16.8K
$1.3M
|
|
Nov 01, 2022
Q3 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
4.37K+ 6.15% |
$243K - $292K
|
75.5K
$5.85M
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
4.36K+ 45.32% |
$242K - $291K
|
14K
$1.08M
|
|
Nov 02, 2022
Q3 2022
|
Stephens Inc
|
BUY
|
- |
4.33K+ 2.75% |
$241K - $289K
|
162K
$12.6M
|
|
Oct 27, 2022
Q3 2022
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
4.31KNew |
$239K - $287K
|
4.31K
$334K
|
|
Nov 14, 2022
Q3 2022
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
4.27K+ 19.37% |
$237K - $285K
|
26.3K
$2.04M
|
|
Oct 28, 2022
Q3 2022
|
Bridgewater Advisors Inc.
|
BUY
|
- |
4.26K+ 12.33% |
$237K - $285K
|
38.8K
$3.01M
|
|
Oct 13, 2022
Q3 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
4.26K+ 2.5% |
$237K - $284K
|
175K
$13.5M
|
|
Nov 14, 2022
Q3 2022
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
4.26K+ 17.84% |
$236K - $284K
|
28.1K
$2.18M
|
|
Oct 17, 2022
Q3 2022
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
4.24K+ 319.11% |
$236K - $283K
|
5.57K
$432K
|
|
Nov 09, 2022
Q3 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
4.17K+ 13.3% |
$232K - $278K
|
35.5K
$2.75M
|
|
Nov 14, 2022
Q3 2022
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
4.11K+ 29.89% |
$228K - $274K
|
17.9K
$1.38M
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
4.09K+ 144.28% |
$227K - $273K
|
6.92K
$536K
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
4K+ 11.84% |
$222K - $267K
|
37.8K
$2.93M
|
|
Nov 09, 2022
Q3 2022
|
Bank Of Marin
Novato, CA |
BUY
|
- |
3.96K+ 11.31% |
$220K - $264K
|
39K
$3.02M
|
|
Oct 26, 2022
Q3 2022
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
3.88K+ 2.42% |
$216K - $259K
|
164K
$12.7M
|
|
Oct 26, 2022
Q3 2022
|
Kwmg, LLC
|
BUY
|
- |
3.87KNew |
$215K - $258K
|
3.87K
$300K
|
|
Oct 31, 2022
Q3 2022
|
Sage Mountain Advisors LLC
|
BUY
|
- |
3.84K+ 23.66% |
$213K - $256K
|
20.1K
$1.55M
|
|
Oct 12, 2022
Q3 2022
|
Summit Financial Group, Inc.
|
BUY
|
- |
3.81K+ 5.33% |
$211K - $254K
|
75.2K
$5.83M
|
|
Oct 12, 2022
Q3 2022
|
Qp Wealth Management, LLC
|
BUY
|
- |
3.8K+ 58.28% |
$211K - $254K
|
10.3K
$800K
|
|
Nov 10, 2022
Q3 2022
|
Transparent Wealth Partners LLC
Little Rock, AR |
BUY
|
- |
3.69KNew |
$205K - $246K
|
3.69K
$286K
|
|
Nov 14, 2022
Q3 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
3.66K+ 3.31% |
$203K - $244K
|
114K
$8.86M
|