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
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-537- 89.95% |
$29.8K - $35.9K
|
60
$4.75K
|
|
Nov 14, 2022
Q3 2022
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-538- 8.11% |
$29.9K - $35.9K
|
6.09K
$483K
|
|
Nov 08, 2022
Q3 2022
|
Camden Capital, LLC
|
SELL
|
- |
-539- 6.28% |
$29.9K - $36K
|
8.05K
$637K
|
|
May 28, 2024
Q3 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-541Closed |
$30K - $36.1K
|
0
$0
|
|
Oct 28, 2022
Q3 2022
|
Community Bank, N.A.
|
SELL
|
- |
-544- 1.48% |
$30.2K - $36.3K
|
36.2K
$2.87M
|
|
Oct 04, 2022
Q3 2022
|
Boltwood Capital Management
|
SELL
|
- |
-545- 1.61% |
$30.3K - $36.4K
|
33.2K
$2.63M
|
|
Nov 01, 2022
Q3 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-548- 0.74% |
$30.4K - $36.6K
|
73.2K
$5.8M
|
|
Oct 06, 2022
Q3 2022
|
Greenfield Savings Bank
|
SELL
|
- |
-550- 3.26% |
$30.5K - $36.7K
|
16.3K
$1.29M
|
|
Oct 14, 2022
Q3 2022
|
Santori & Peters, Inc.
|
SELL
|
- |
-562- 1.05% |
$31.2K - $37.5K
|
53.1K
$4.2M
|
|
Oct 21, 2022
Q3 2022
|
Transform Wealth, LLC
|
SELL
|
- |
-570- 5.97% |
$31.7K - $38.1K
|
8.98K
$711K
|
|
Oct 25, 2022
Q3 2022
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-573- 1.22% |
$31.8K - $38.3K
|
46.2K
$3.66M
|
|
Nov 10, 2022
Q3 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-577- 9.99% |
$32K - $38.5K
|
5.2K
$412K
|
|
Nov 02, 2022
Q3 2022
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-600- 44.78% |
$33.3K - $40.1K
|
740
$58.6K
|
|
Dec 13, 2022
Q3 2022
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-600Closed |
$33.3K - $40.1K
|
0
$0
|
|
Nov 14, 2022
Q3 2022
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-602- 1.12% |
$33.4K - $40.2K
|
53K
$4.2M
|
|
Nov 07, 2022
Q3 2022
|
Ntv Asset Management LLC
|
SELL
|
- |
-603- 2.61% |
$33.5K - $40.3K
|
22.5K
$1.78M
|
|
Oct 24, 2022
Q3 2022
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-611- 2.24% |
$33.9K - $40.8K
|
26.7K
$2.11M
|
|
Oct 24, 2022
Q3 2022
|
Busey Wealth Management
|
SELL
|
- |
-621- 1.83% |
$34.5K - $41.5K
|
33.4K
$2.64M
|
|
Oct 27, 2022
Q3 2022
|
Hollencrest Capital Management
|
SELL
|
- |
-622- 3.62% |
$34.5K - $41.5K
|
16.6K
$1.31M
|
|
Oct 26, 2022
Q3 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-623- 2.02% |
$34.6K - $41.6K
|
30.2K
$2.39M
|
|
Nov 07, 2022
Q3 2022
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-625- 1.38% |
$34.7K - $41.7K
|
44.6K
$3.53M
|
|
Nov 09, 2022
Q3 2022
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-629- 2.66% |
$34.9K - $42K
|
23K
$1.82M
|
|
Oct 24, 2022
Q3 2022
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-637- 2.84% |
$35.4K - $42.5K
|
21.8K
$1.73M
|
|
Oct 21, 2022
Q3 2022
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-641- 0.91% |
$35.6K - $42.8K
|
69.4K
$5.5M
|
|
Oct 25, 2022
Q3 2022
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-641- 2.06% |
$35.6K - $42.8K
|
30.4K
$2.41M
|
|
Nov 08, 2022
Q3 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-643- 6.61% |
$35.7K - $42.9K
|
9.08K
$719K
|
|
Nov 14, 2022
Q3 2022
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-648- 1.42% |
$36K - $43.3K
|
44.9K
$3.56M
|
|
Oct 11, 2022
Q3 2022
|
Hall Laurie J Trustee
|
SELL
|
- |
-650- 2.55% |
$36.1K - $43.4K
|
24.9K
$1.97M
|
|
Oct 18, 2022
Q3 2022
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-650- 11.19% |
$36.1K - $43.4K
|
5.16K
$409K
|
|
Oct 20, 2022
Q3 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-650- 25.86% |
$36.1K - $43.4K
|
1.86K
$148K
|
|
Dec 02, 2022
Q3 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-650- 4.86% |
$36.1K - $43.4K
|
12.7K
$1.01M
|
|
Nov 14, 2022
Q3 2022
|
Lederer & Associates Investment Counsel
Long Beach, CA |
SELL
|
- |
-660- 15.1% |
$36.7K - $44.1K
|
3.71K
$294K
|
|
Nov 14, 2022
Q3 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-666- 8.16% |
$37K - $44.5K
|
7.5K
$594K
|
|
Nov 14, 2022
Q3 2022
|
E Rn Financial, LLC
|
SELL
|
- |
-672- 0.79% |
$37.3K - $44.9K
|
84.2K
$6.67M
|
|
Nov 15, 2022
Q3 2022
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-695- 12.71% |
$38.6K - $46.4K
|
4.77K
$378K
|
|
Oct 14, 2022
Q3 2022
|
Baldwin Brothers LLC
|
SELL
|
- |
-696- 26.25% |
$38.7K - $46.5K
|
1.96K
$155K
|
|
Oct 27, 2022
Q3 2022
|
Esl Trust Services, LLC
|
SELL
|
- |
-700- 5.89% |
$38.9K - $46.7K
|
11.2K
$887K
|
|
Nov 03, 2022
Q3 2022
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-700- 18.21% |
$38.9K - $46.7K
|
3.15K
$249K
|
|
Nov 10, 2022
Q3 2022
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-700- 9.37% |
$38.9K - $46.7K
|
6.77K
$537K
|
|
Nov 15, 2022
Q3 2022
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-700- 10.83% |
$38.9K - $46.7K
|
5.77K
$457K
|
|
Oct 21, 2022
Q3 2022
|
Tfg Advisers LLC
|
SELL
|
- |
-701- 6.76% |
$38.9K - $46.8K
|
9.67K
$766K
|
|
Nov 08, 2022
Q3 2022
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-702- 14.2% |
$39K - $46.9K
|
4.24K
$336K
|
|
Nov 04, 2022
Q3 2022
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-707- 3.6% |
$39.3K - $47.2K
|
18.9K
$1.5M
|
|
Nov 01, 2022
Q3 2022
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-710- 15.92% |
$39.4K - $47.4K
|
3.75K
$297K
|
|
Oct 21, 2022
Q3 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-718- 25.53% |
$39.9K - $47.9K
|
2.09K
$166K
|
|
Nov 14, 2022
Q3 2022
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-732- 1.48% |
$40.7K - $48.9K
|
48.8K
$3.87M
|
|
Oct 24, 2022
Q3 2022
|
Great Diamond Partners, LLC
|
SELL
|
- |
-738- 2.23% |
$41K - $49.3K
|
32.4K
$2.56M
|
|
Oct 14, 2022
Q3 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-740- 11.42% |
$41.1K - $49.4K
|
5.74K
$455K
|
|
Oct 24, 2022
Q3 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-741- 11.69% |
$41.2K - $49.5K
|
5.6K
$444K
|
|
Oct 16, 2023
Q3 2022
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-744- 1.88% |
$41.3K - $49.7K
|
38.8K
$3.07M
|