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
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
BUY
|
- |
705+ 9.39% |
$39.2K - $47.1K
|
8.21K
$649K
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
697+ 2.66% |
$38.7K - $46.5K
|
26.9K
$2.13M
|
|
Oct 14, 2022
Q3 2022
|
Madrona Financial Services, LLC
|
BUY
|
- |
685+ 1.26% |
$38K - $45.7K
|
54.9K
$4.33M
|
|
Nov 14, 2022
Q3 2022
|
Hillman Capital Management, Inc.
Bethesda, MD |
BUY
|
- |
678+ 3.08% |
$37.7K - $45.3K
|
22.7K
$1.79M
|
|
Oct 20, 2022
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
673+ 3.52% |
$37.4K - $44.9K
|
19.8K
$1.56M
|
|
Jan 27, 2023
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
673+ 3.52% |
$37.4K - $44.9K
|
19.8K
$1.56M
|
|
Oct 25, 2022
Q3 2022
|
First Interstate Bank
Billings, MT |
BUY
|
- |
670+ 1.1% |
$37.2K - $44.7K
|
61.7K
$4.87M
|
|
Oct 21, 2022
Q3 2022
|
Colony Family Offices, LLC
|
BUY
|
- |
668+ 129.21% |
$37.1K - $44.6K
|
1.19K
$93.6K
|
|
Nov 14, 2022
Q3 2022
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
658+ 13.79% |
$36.5K - $43.9K
|
5.43K
$429K
|
|
Nov 08, 2022
Q3 2022
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
654New |
$36.3K - $43.7K
|
654
$51.6K
|
|
Nov 01, 2022
Q3 2022
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
650+ 10.75% |
$36.1K - $43.4K
|
6.69K
$529K
|
|
Oct 27, 2022
Q3 2022
|
First Personal Financial Services
|
BUY
|
- |
630New |
$35K - $42.1K
|
630
$49.8K
|
|
Oct 17, 2022
Q3 2022
|
Hfg Advisors, Inc.
|
BUY
|
- |
628+ 3.14% |
$34.9K - $41.9K
|
20.6K
$1.63M
|
|
Oct 12, 2022
Q3 2022
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
627+ 5.41% |
$34.8K - $41.9K
|
12.2K
$965K
|
|
Oct 06, 2022
Q3 2022
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
615+ 6.17% |
$34.2K - $41.1K
|
10.6K
$835K
|
|
Nov 09, 2022
Q3 2022
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
607+ 1.1% |
$33.7K - $40.5K
|
55.6K
$4.39M
|
|
Oct 27, 2022
Q3 2022
|
Bristlecone Advisors, LLC
|
BUY
|
- |
596+ 0.66% |
$33.1K - $39.8K
|
90.5K
$7.15M
|
|
Nov 14, 2022
Q3 2022
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
590+ 1.55% |
$32.8K - $39.4K
|
38.7K
$3.05M
|
|
Nov 07, 2022
Q3 2022
|
Occidental Asset Management, LLC
|
BUY
|
- |
571+ 8.75% |
$31.7K - $38.1K
|
7.1K
$560K
|
|
Oct 24, 2022
Q3 2022
|
Kg&L Capital Management,Llc
|
BUY
|
- |
562+ 3.82% |
$31.2K - $37.5K
|
15.3K
$1.21M
|
|
Nov 21, 2022
Q3 2022
|
Bray Capital Advisors
|
BUY
|
- |
555+ 0.76% |
$30.8K - $37.1K
|
73.4K
$5.79M
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
552+ 7.12% |
$30.7K - $36.9K
|
8.3K
$656K
|
|
Nov 14, 2022
Q3 2022
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
549+ 6.17% |
$30.5K - $36.7K
|
9.45K
$746K
|
|
Nov 14, 2022
Q3 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
538+ 1.29% |
$29.9K - $35.9K
|
42.1K
$3.32M
|
|
Nov 10, 2022
Q3 2022
|
Concord Wealth Partners
|
BUY
|
- |
526+ 12.8% |
$29.2K - $35.1K
|
4.64K
$366K
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
514+ 3.23% |
$28.5K - $34.3K
|
16.4K
$1.3M
|
|
Nov 08, 2022
Q3 2022
|
Rmr Wealth Builders
|
BUY
|
- |
506+ 0.76% |
$28.1K - $33.8K
|
66.7K
$5.27M
|
|
Nov 07, 2022
Q3 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
505+ 3.57% |
$28K - $33.7K
|
14.7K
$1.16M
|
|
Nov 03, 2022
Q3 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
495+ 8.1% |
$27.5K - $33K
|
6.61K
$522K
|
|
Nov 04, 2022
Q3 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
494+ 4.88% |
$27.4K - $33K
|
10.6K
$839K
|
|
Nov 09, 2022
Q3 2022
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
489+ 6.01% |
$27.2K - $32.6K
|
8.63K
$682K
|
|
Nov 21, 2022
Q3 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
480+ 2.31% |
$26.7K - $32K
|
21.3K
$1.68M
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
477+ 4.31% |
$26.5K - $31.8K
|
11.6K
$913K
|
|
Nov 10, 2022
Q3 2022
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
475+ 8.55% |
$26.4K - $31.7K
|
6.03K
$476K
|
|
Nov 02, 2022
Q3 2022
|
Sandy Spring Bank
|
BUY
|
- |
469+ 0.72% |
$26K - $31.3K
|
65.3K
$5.16M
|
|
Oct 17, 2022
Q3 2022
|
Cfm Wealth Partners LLC
|
BUY
|
- |
459+ 10.56% |
$25.5K - $30.6K
|
4.81K
$380K
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
458+ 4.56% |
$25.4K - $30.6K
|
10.5K
$830K
|
|
Nov 02, 2022
Q3 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
455+ 2.97% |
$25.3K - $30.4K
|
15.8K
$1.25M
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
453+ 109.95% |
$25.2K - $30.2K
|
865
$68.3K
|
|
Oct 14, 2022
Q3 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
441+ 3.6% |
$24.5K - $29.4K
|
12.7K
$1M
|
|
Nov 02, 2022
Q3 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
435New |
$24.2K - $29K
|
435
$34.4K
|
|
Oct 17, 2022
Q3 2022
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
431+ 9.82% |
$23.9K - $28.8K
|
4.82K
$380K
|
|
Nov 01, 2022
Q3 2022
|
Sheets Smith Wealth Management
|
BUY
|
- |
405+ 1.01% |
$22.5K - $27K
|
40.7K
$3.21M
|
|
Nov 14, 2022
Q3 2022
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
400+ 1.11% |
$22.2K - $26.7K
|
36.3K
$2.87M
|
|
Nov 14, 2022
Q3 2022
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
382+ 6.67% |
$21.2K - $25.5K
|
6.11K
$482K
|
|
Oct 24, 2022
Q3 2022
|
Old Second National Bank Of Aurora
|
BUY
|
- |
374+ 5.78% |
$20.8K - $25K
|
6.85K
$541K
|
|
Nov 04, 2022
Q3 2022
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
364+ 0.72% |
$20.2K - $24.3K
|
51K
$4.03M
|
|
Oct 25, 2022
Q3 2022
|
Montis Financial, LLC
|
BUY
|
- |
349+ 3.21% |
$19.4K - $23.3K
|
11.2K
$885K
|
|
Nov 09, 2022
Q3 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
345+ 1.52% |
$19.2K - $23K
|
23K
$1.82M
|
|
Nov 09, 2022
Q3 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
341+ 0.91% |
$18.9K - $22.8K
|
37.8K
$2.98M
|