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 04, 2022
Q3 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
3.64K+ 24.66% |
$202K - $243K
|
18.4K
$1.43M
|
|
Nov 03, 2022
Q3 2022
|
Amg National Trust Bank
|
BUY
|
- |
3.52K+ 0.34% |
$196K - $235K
|
1.05M
$81.7M
|
|
Oct 21, 2022
Q3 2022
|
Patton Fund Management, Inc.
|
BUY
|
- |
3.51K+ 1.52% |
$195K - $234K
|
234K
$18.2M
|
|
Nov 03, 2022
Q3 2022
|
Slate Stone Wealth, LLC
|
BUY
|
- |
3.5K+ 39.75% |
$195K - $234K
|
12.3K
$954K
|
|
Nov 07, 2022
Q3 2022
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
3.47K+ 2.33% |
$193K - $232K
|
152K
$11.8M
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
3.43K+ 0.81% |
$191K - $229K
|
428K
$33.2M
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
3.43K+ 3.18% |
$191K - $229K
|
111K
$8.62M
|
|
Nov 10, 2022
Q3 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
3.42K+ 5.11% |
$190K - $228K
|
70.4K
$5.45M
|
|
Nov 15, 2022
Q3 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
3.41KNew |
$189K - $228K
|
3.41K
$264K
|
|
Oct 14, 2022
Q3 2022
|
Montecito Bank & Trust
|
BUY
|
- |
3.39K+ 11.34% |
$188K - $226K
|
33.3K
$2.58M
|
|
Nov 09, 2022
Q3 2022
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
3.39K+ 4.86% |
$188K - $226K
|
73K
$5.66M
|
|
Nov 18, 2022
Q3 2022
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
3.36K+ 25.75% |
$186K - $224K
|
16.4K
$1.27M
|
|
Nov 14, 2022
Q3 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
3.35K+ 10.17% |
$186K - $224K
|
36.3K
$2.81M
|
|
Oct 24, 2022
Q3 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
3.35K+ 353.75% |
$186K - $224K
|
4.3K
$333K
|
|
Oct 31, 2022
Q3 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
3.28KNew |
$182K - $219K
|
3.28K
$254K
|
|
Oct 24, 2022
Q3 2022
|
Amarillo National Bank
|
BUY
|
- |
3.19K+ 2.73% |
$177K - $213K
|
120K
$9.3M
|
|
Oct 31, 2022
Q3 2022
|
West Coast Financial LLC
|
BUY
|
- |
3.16K+ 34.45% |
$175K - $211K
|
12.3K
$955K
|
|
May 15, 2024
Q3 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
3.15K+ 19.32% |
$175K - $211K
|
19.5K
$1.51M
|
|
Oct 27, 2022
Q3 2022
|
Blue Chip Partners, Inc.
|
BUY
|
- |
3.13K+ 22.18% |
$174K - $209K
|
17.2K
$1.34M
|
|
Oct 21, 2022
Q3 2022
|
Investment Partners, Ltd.
|
BUY
|
- |
3.12K+ 6.24% |
$173K - $208K
|
53K
$4.11M
|
|
Nov 14, 2022
Q3 2022
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
2.99K+ 0.58% |
$166K - $199K
|
516K
$40M
|
|
Nov 01, 2022
Q3 2022
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
2.95K+ 16.01% |
$164K - $197K
|
21.4K
$1.66M
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
2.81K+ 0.91% |
$156K - $187K
|
312K
$24.2M
|
|
Oct 12, 2022
Q3 2022
|
Horan Securities, Inc.
|
BUY
|
- |
2.68K+ 28.23% |
$149K - $179K
|
12.2K
$944K
|
|
Nov 14, 2022
Q3 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.66K+ 47.64% |
$148K - $178K
|
8.25K
$640K
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
2.59K+ 5.02% |
$144K - $173K
|
54.2K
$4.2M
|
|
Oct 04, 2022
Q3 2022
|
Fulton Bank, N.A.
|
BUY
|
- |
2.55K+ 4.5% |
$141K - $170K
|
59.1K
$4.58M
|
|
Oct 19, 2022
Q3 2022
|
Rockland Trust CO
|
BUY
|
- |
2.48K+ 7.17% |
$138K - $165K
|
37K
$2.87M
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.46K+ 17.83% |
$137K - $164K
|
16.2K
$1.26M
|
|
Nov 14, 2022
Q3 2022
|
Peoples Bank
|
BUY
|
- |
2.43K+ 30.35% |
$135K - $162K
|
10.4K
$808K
|
|
Nov 10, 2022
Q3 2022
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
2.37K+ 11.73% |
$132K - $158K
|
22.6K
$1.75M
|
|
Oct 20, 2022
Q3 2022
|
Traynor Capital Management, Inc.
|
BUY
|
- |
2.22K+ 55.44% |
$123K - $148K
|
6.23K
$483K
|
|
Nov 09, 2022
Q3 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
2.22K+ 46.77% |
$123K - $148K
|
6.96K
$540K
|
|
Nov 08, 2022
Q3 2022
|
Brr Op Co, LLC
|
BUY
|
- |
2.17K+ 21.43% |
$120K - $145K
|
12.3K
$951K
|
|
Jan 17, 2024
Q3 2022
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
2.13K+ 2.21% |
$118K - $142K
|
98.8K
$7.66M
|
|
Oct 11, 2022
Q3 2022
|
Steph & CO
|
BUY
|
- |
2.07K+ 9.79% |
$115K - $138K
|
23.2K
$1.8M
|
|
Nov 14, 2022
Q3 2022
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
2.07K+ 25.83% |
$115K - $138K
|
10.1K
$780K
|
|
Nov 14, 2022
Q3 2022
|
Crewe Advisors LLC
|
BUY
|
- |
2.06K+ 5.18% |
$115K - $138K
|
41.9K
$3.24M
|
|
Nov 01, 2022
Q3 2022
|
Smith, Salley & Associates
|
BUY
|
- |
2.06K+ 3.14% |
$114K - $137K
|
67.6K
$5.24M
|
|
Nov 14, 2022
Q3 2022
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
2.01K+ 58.6% |
$112K - $134K
|
5.45K
$422K
|
|
Nov 10, 2022
Q3 2022
|
Quent Capital, LLC
|
BUY
|
- |
2K+ 1.54% |
$111K - $133K
|
131K
$10.2M
|
|
Nov 08, 2022
Q3 2022
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
1.98K+ 12.64% |
$110K - $132K
|
17.7K
$1.37M
|
|
Oct 24, 2022
Q3 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.97K+ 7.0% |
$109K - $131K
|
30K
$2.33M
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.95KNew |
$108K - $130K
|
1.95K
$151K
|
|
Oct 28, 2022
Q3 2022
|
Eukles Asset Management
|
BUY
|
- |
1.95K+ 4.94% |
$108K - $130K
|
41.3K
$3.2M
|
|
Oct 24, 2022
Q3 2022
|
Mc Adam, LLC
|
BUY
|
- |
1.93K+ 4.1% |
$107K - $129K
|
48.9K
$3.79M
|
|
Nov 14, 2022
Q3 2022
|
Powell Investment Advisors, LLC
|
BUY
|
- |
1.93K+ 1.82% |
$107K - $129K
|
108K
$8.35M
|
|
Nov 23, 2022
Q3 2022
|
Gould Capital, LLC
|
BUY
|
- |
1.92K+ 1.36% |
$107K - $128K
|
143K
$11.1M
|
|
Nov 07, 2022
Q3 2022
|
Lmcg Investments, LLC
Boston, MA |
BUY
|
- |
1.9K+ 3.01% |
$105K - $127K
|
64.9K
$5.03M
|
|
Nov 14, 2022
Q3 2022
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
1.86K+ 6.23% |
$103K - $124K
|
31.7K
$2.45M
|