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 26, 2022
Q3 2022
|
Ironwood Financial, LLC
|
BUY
|
- |
1.84K+ 2.0% |
$102K - $123K
|
93.7K
$7.26M
|
|
|
Oct 28, 2022
Q3 2022
|
Chesapeake Wealth Management
|
BUY
|
- |
1.78K+ 2.29% |
$98.7K - $119K
|
79.3K
$6.15M
|
|
|
Nov 14, 2022
Q3 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
1.77K+ 29.5% |
$98K - $118K
|
7.75K
$601K
|
|
|
Oct 27, 2022
Q3 2022
|
Sage Financial Group Inc
|
BUY
|
- |
1.73K+ 27.36% |
$95.8K - $115K
|
8.03K
$622K
|
|
|
Oct 21, 2022
Q3 2022
|
Tfc Financial Management
|
BUY
|
- |
1.72K+ 25.61% |
$95.5K - $115K
|
8.44K
$654K
|
|
|
Nov 14, 2022
Q3 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.63K+ 5.57% |
$90.6K - $109K
|
30.9K
$2.4M
|
|
|
Nov 08, 2022
Q3 2022
|
Nbt Bank N A
|
BUY
|
- |
1.56K+ 2.44% |
$86.9K - $104K
|
65.6K
$5.09M
|
|
|
Oct 20, 2022
Q3 2022
|
Moller Financial Services
|
BUY
|
- |
1.56K+ 2.28% |
$86.8K - $104K
|
70.2K
$5.44M
|
|
|
Oct 24, 2022
Q3 2022
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
1.53K+ 1.42% |
$84.8K - $102K
|
109K
$8.45M
|
|
|
Oct 24, 2022
Q3 2022
|
Monte Financial Group, LLC
|
BUY
|
- |
1.5K+ 16.1% |
$83.3K - $100K
|
10.8K
$838K
|
|
|
Oct 18, 2022
Q3 2022
|
Sabal Trust CO
|
BUY
|
- |
1.48K+ 14.9% |
$81.9K - $98.5K
|
11.4K
$881K
|
|
|
Nov 14, 2022
Q3 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.45K+ 1.33% |
$80.4K - $96.7K
|
110K
$8.56M
|
|
|
Nov 07, 2022
Q3 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.41K+ 2.11% |
$78.4K - $94.3K
|
68.3K
$5.29M
|
|
|
Nov 09, 2022
Q3 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
1.41KNew |
$78.3K - $94.1K
|
1.41K
$109K
|
|
|
Nov 14, 2022
Q3 2022
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
BUY
|
- |
1.41K+ 3.19% |
$78.3K - $94.1K
|
45.6K
$3.53M
|
|
|
Oct 19, 2022
Q3 2022
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
1.38K+ 1.75% |
$76.6K - $92.1K
|
80.3K
$6.23M
|
|
|
Oct 21, 2022
Q3 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.32K+ 16.18% |
$73K - $87.8K
|
9.44K
$732K
|
|
|
Oct 03, 2022
Q3 2022
|
Wedmont Private Capital
|
BUY
|
- |
1.3K+ 15.44% |
$72.2K - $86.8K
|
9.72K
$753K
|
|
|
Nov 07, 2022
Q3 2022
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
1.29K+ 18.86% |
$71.4K - $85.8K
|
8.1K
$628K
|
|
|
Nov 09, 2022
Q3 2022
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
1.28K+ 0.53% |
$71.1K - $85.5K
|
241K
$18.6M
|
|
|
Oct 12, 2022
Q3 2022
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
1.28K+ 8.99% |
$71K - $85.3K
|
15.5K
$1.2M
|
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.27KNew |
$70.5K - $84.8K
|
1.27K
$98.4K
|
|
|
Nov 14, 2022
Q3 2022
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
1.24KNew |
$68.6K - $82.5K
|
1.24K
$95.8K
|
|
|
Oct 24, 2022
Q3 2022
|
Lyell Wealth Management, LP
|
BUY
|
- |
1.21K+ 25.33% |
$67K - $80.6K
|
5.97K
$463K
|
|
|
Oct 28, 2022
Q3 2022
|
Mechanics Financial Corp
|
BUY
|
- |
1.15K+ 0.59% |
$63.6K - $76.4K
|
194K
$15M
|
|
|
Oct 18, 2022
Q3 2022
|
Simpli Fi, Inc.
|
BUY
|
- |
1.13K+ 7.43% |
$63K - $75.7K
|
16.4K
$1.27M
|
|
|
Apr 24, 2023
Q3 2022
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
1.11K+ 29.0% |
$61.5K - $74K
|
4.93K
$382K
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
1.11KNew |
$61.5K - $73.9K
|
1.11K
$85.8K
|
|
|
Oct 12, 2022
Q3 2022
|
Dentgroup LLC
|
BUY
|
- |
1.06K+ 5.48% |
$59K - $70.9K
|
20.4K
$1.58M
|
|
|
Nov 14, 2022
Q3 2022
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
1.04K+ 14.89% |
$57.7K - $69.4K
|
8.02K
$621K
|
|
|
Oct 18, 2022
Q3 2022
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
1.04K+ 14.07% |
$57.5K - $69.1K
|
8.39K
$651K
|
|
|
Nov 03, 2022
Q3 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
1.03K+ 156.3% |
$57.2K - $68.8K
|
1.69K
$131K
|
|
|
Nov 10, 2022
Q3 2022
|
Scotia Capital Inc.
|
BUY
|
- |
1.02K+ 2.37% |
$56.4K - $67.8K
|
43.8K
$3.4M
|
|
|
Nov 10, 2022
Q3 2022
|
Momentum Advisors, LLC
|
BUY
|
- |
978+ 5.56% |
$54.3K - $65.3K
|
18.6K
$1.44M
|
|
|
Nov 08, 2022
Q3 2022
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
976+ 12.9% |
$54.2K - $65.2K
|
8.54K
$662K
|
|
|
Oct 28, 2022
Q3 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
940+ 15.39% |
$52.2K - $62.8K
|
7.05K
$546K
|
|
|
Oct 04, 2022
Q3 2022
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
906+ 5.08% |
$50.3K - $60.5K
|
18.7K
$1.45M
|
|
|
Nov 09, 2022
Q3 2022
|
Madden Advisory Services, Inc.
|
BUY
|
- |
870+ 0.95% |
$48.3K - $58.1K
|
92.8K
$7.19M
|
|
|
Oct 25, 2022
Q3 2022
|
New Square Capital LLC
|
BUY
|
- |
866+ 1.32% |
$48.1K - $57.8K
|
66.6K
$5.16M
|
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
859+ 4.66% |
$47.7K - $57.3K
|
19.3K
$1.49M
|
|
|
Oct 14, 2022
Q3 2022
|
Danda Trouve Investment Management, Inc.
|
BUY
|
- |
820New |
$45.5K - $54.7K
|
820
$63.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
784+ 22.19% |
$43.5K - $52.3K
|
4.32K
$335K
|
|
|
Oct 05, 2022
Q3 2022
|
Hbw Advisory Services LLC
|
BUY
|
- |
769+ 3.83% |
$42.7K - $51.3K
|
20.9K
$1.62M
|
|
|
Oct 26, 2022
Q3 2022
|
Ml & R Wealth Management LLC
|
BUY
|
- |
763+ 2.38% |
$42.4K - $50.9K
|
32.8K
$2.54M
|
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
763+ 49.39% |
$42.4K - $50.9K
|
2.31K
$179K
|
|
|
Nov 07, 2022
Q3 2022
|
Jnba Financial Advisors
|
BUY
|
- |
762+ 12.95% |
$42.3K - $50.9K
|
6.65K
$515K
|
|
|
Oct 03, 2022
Q3 2022
|
Park National Corp
|
BUY
|
- |
754+ 7.47% |
$41.9K - $50.3K
|
10.9K
$841K
|
|
|
Oct 19, 2022
Q3 2022
|
Arcadia Investment Management Corp
|
BUY
|
- |
725+ 1.57% |
$40.3K - $48.4K
|
47K
$3.64M
|
|
|
Nov 07, 2023
Q3 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
719+ 78.07% |
$39.9K - $48K
|
1.64K
$127K
|
|
|
Nov 07, 2022
Q3 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
717+ 8.28% |
$39.8K - $47.9K
|
9.37K
$727K
|