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 12, 2022
Q3 2022
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-168- 1.08% |
$9.33K - $11.2K
|
15.5K
$1.26M
|
|
|
Nov 14, 2022
Q3 2022
|
Truepoint, Inc.
|
SELL
|
- |
-170- 0.85% |
$9.44K - $11.3K
|
19.9K
$1.62M
|
|
|
Oct 31, 2022
Q3 2022
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-171- 0.84% |
$9.5K - $11.4K
|
20.2K
$1.66M
|
|
|
Oct 31, 2022
Q3 2022
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-172- 0.95% |
$9.55K - $11.5K
|
18K
$1.47M
|
|
|
Nov 04, 2022
Q3 2022
|
Camden National Bank
Camden, ME |
SELL
|
- |
-180- 2.21% |
$10K - $12K
|
7.95K
$651K
|
|
|
Oct 05, 2022
Q3 2022
|
Bath Savings Trust CO
|
SELL
|
- |
-185- 4.12% |
$10.3K - $12.4K
|
4.31K
$352K
|
|
|
Nov 19, 2024
Q3 2022
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-187- 0.33% |
$10.4K - $12.5K
|
55.8K
$4.57M
|
|
|
Oct 31, 2022
Q3 2022
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-195- 2.9% |
$10.8K - $13K
|
6.52K
$534K
|
|
|
Oct 05, 2022
Q3 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-198- 0.53% |
$11K - $13.2K
|
37.5K
$3.07M
|
|
|
Oct 21, 2022
Q3 2022
|
Rothschild Investment Corp
|
SELL
|
- |
-200- 0.77% |
$11.1K - $13.4K
|
25.7K
$2.1M
|
|
|
Oct 27, 2022
Q3 2022
|
Appleton Partners Inc
|
SELL
|
- |
-203- 0.66% |
$11.3K - $13.6K
|
30.6K
$2.5M
|
|
|
Oct 12, 2022
Q3 2022
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-205- 2.65% |
$11.4K - $13.7K
|
7.53K
$616K
|
|
|
Nov 09, 2022
Q3 2022
|
Holistic Financial Partners
|
SELL
|
- |
-209- 1.3% |
$11.6K - $14K
|
15.8K
$1.29M
|
|
|
Oct 12, 2022
Q3 2022
|
Tnf LLC
|
SELL
|
- |
-211- 1.61% |
$11.7K - $14.1K
|
12.9K
$1.05M
|
|
|
Nov 03, 2022
Q3 2022
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-213- 3.44% |
$11.8K - $14.2K
|
5.98K
$489K
|
|
|
Oct 24, 2022
Q3 2022
|
Trinity Financial Advisors LLC
|
SELL
|
- |
-216- 0.93% |
$12K - $14.4K
|
22.9K
$1.88M
|
|
|
Nov 09, 2022
Q3 2022
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-220- 0.44% |
$12.2K - $14.7K
|
49.4K
$4.04M
|
|
|
Oct 20, 2022
Q3 2022
|
Db Fitzpatrick & Co, Inc
|
SELL
|
- |
-228- 0.93% |
$12.7K - $15.2K
|
24.4K
$2M
|
|
|
Nov 14, 2022
Q3 2022
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-241- 3.46% |
$13.4K - $16.1K
|
6.73K
$550K
|
|
|
Oct 27, 2022
Q3 2022
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-243- 4.08% |
$13.5K - $16.2K
|
5.71K
$467K
|
|
|
Nov 14, 2022
Q3 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-243- 0.32% |
$13.5K - $16.2K
|
76.8K
$6.28M
|
|
|
Nov 09, 2022
Q3 2022
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-244- 3.52% |
$13.6K - $16.3K
|
6.68K
$547K
|
|
|
Oct 24, 2022
Q3 2022
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-247- 0.71% |
$13.7K - $16.5K
|
34.4K
$2.81M
|
|
|
Nov 15, 2022
Q3 2022
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-248- 1.48% |
$13.8K - $16.6K
|
16.5K
$1.35M
|
|
|
Nov 14, 2022
Q3 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-249- 4.77% |
$13.8K - $16.6K
|
4.97K
$406K
|
|
|
Oct 26, 2022
Q3 2022
|
Financial Insights, Inc.
|
SELL
|
- |
-250- 4.68% |
$13.9K - $16.7K
|
5.1K
$417K
|
|
|
Nov 07, 2022
Q3 2022
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-250- 1.34% |
$13.9K - $16.7K
|
18.4K
$1.5M
|
|
|
Oct 06, 2022
Q3 2022
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-259- 1.86% |
$14.4K - $17.3K
|
13.7K
$1.12M
|
|
|
Oct 14, 2022
Q3 2022
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-265- 2.62% |
$14.7K - $17.7K
|
9.85K
$806K
|
|
|
Oct 20, 2022
Q3 2022
|
Leverty Financial Group, LLC
|
SELL
|
- |
-267- 0.4% |
$14.8K - $17.8K
|
66K
$5.4M
|
|
|
Feb 27, 2023
Q3 2022
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-275- 1.25% |
$15.3K - $18.4K
|
21.7K
$1.78M
|
|
|
Oct 21, 2022
Q3 2022
|
Ht Partners LLC
|
SELL
|
- |
-277- 0.04% |
$15.4K - $18.5K
|
633K
$51.8M
|
|
|
Oct 06, 2022
Q3 2022
|
Atlas Brown,Inc.
|
SELL
|
- |
-280- 1.0% |
$15.6K - $18.7K
|
27.8K
$2.27M
|
|
|
Nov 14, 2022
Q3 2022
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-280- 14.63% |
$15.6K - $18.7K
|
1.63K
$134K
|
|
|
Nov 07, 2022
Q3 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-285- 1.29% |
$15.8K - $19K
|
21.9K
$1.79M
|
|
|
Nov 04, 2022
Q3 2022
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-292- 0.65% |
$16.2K - $19.5K
|
44.7K
$3.65M
|
|
|
Oct 12, 2022
Q3 2022
|
Radnor Capital Management, LLC
|
SELL
|
- |
-299- 1.82% |
$16.6K - $20K
|
16.1K
$1.32M
|
|
|
Oct 03, 2022
Q3 2022
|
M&R Capital Management Inc
|
SELL
|
- |
-300- 4.68% |
$16.7K - $20K
|
6.11K
$500K
|
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-303- 4.55% |
$16.8K - $20.2K
|
6.35K
$519K
|
|
|
Oct 17, 2022
Q3 2022
|
Independent Wealth Network Inc.
|
SELL
|
- |
-305- 4.28% |
$16.9K - $20.4K
|
6.81K
$557K
|
|
|
Oct 31, 2022
Q3 2022
|
Fluent Financial, LLC
|
SELL
|
- |
-305- 0.46% |
$16.9K - $20.4K
|
66.6K
$5.45M
|
|
|
Nov 18, 2022
Q3 2022
|
Alamar Capital Management, LLC
|
SELL
|
- |
-310- 1.25% |
$17.2K - $20.7K
|
24.5K
$2M
|
|
|
Oct 26, 2022
Q3 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-320- 3.27% |
$17.8K - $21.4K
|
9.47K
$774K
|
|
|
Oct 14, 2022
Q3 2022
|
West Bancorporation Inc
|
SELL
|
- |
-324- 2.73% |
$18K - $21.6K
|
11.5K
$944K
|
|
|
Nov 04, 2022
Q3 2022
|
Pathway Financial Advisors LLC
|
SELL
|
- |
-324- 0.42% |
$18K - $21.6K
|
76.4K
$6.25M
|
|
|
Oct 21, 2022
Q3 2022
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-325- 7.7% |
$18.1K - $21.7K
|
3.9K
$319K
|
|
|
Nov 14, 2022
Q3 2022
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-328- 0.88% |
$18.2K - $21.9K
|
36.8K
$3.01M
|
|
|
Nov 14, 2022
Q3 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-330- 62.5% |
$18.3K - $22K
|
198
$16.2K
|
|
|
Nov 07, 2022
Q3 2022
|
Castle Wealth Management LLC
|
SELL
|
- |
-340- 3.54% |
$18.9K - $22.7K
|
9.27K
$758K
|
|
|
Nov 10, 2022
Q3 2022
|
Cohen Lawrence B
Boston, MA |
SELL
|
- |
-340- 0.94% |
$18.9K - $22.7K
|
35.9K
$2.94M
|