Purchases and Sales Made in Q4 2021 in Ishares Tr Msci Eafe ETF (EFA)
This table provides information about the institutional ownership of Ishares Tr Msci Eafe ETF (EFA) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Dec 11, 2023
Q4 2021
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
4.05KNew |
$309K - $331K
|
4.05K
$321K
|
|
|
Feb 15, 2022
Q4 2021
|
Pack Private Wealth, LLC
Wayzata, MN |
BUY
|
- |
4KNew |
$306K - $328K
|
4K
$318K
|
|
|
Feb 15, 2022
Q4 2021
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
3.99KNew |
$305K - $327K
|
3.99K
$317K
|
|
|
Feb 15, 2022
Q4 2021
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
3.93K+ 13.79% |
$300K - $322K
|
32.4K
$2.57M
|
|
|
Feb 14, 2022
Q4 2021
|
Meridian Investment Counsel Inc.
Lafayette, CA |
BUY
|
- |
3.93K+ 66.9% |
$300K - $322K
|
9.8K
$777K
|
|
|
Jan 27, 2022
Q4 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
3.91K+ 5.64% |
$299K - $320K
|
73.3K
$5.81M
|
|
|
Jan 19, 2022
Q4 2021
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
3.87K+ 8.31% |
$296K - $317K
|
50.4K
$4M
|
|
|
Jan 28, 2022
Q4 2021
|
Bank Of The West
|
BUY
|
- |
3.87K+ 2.01% |
$295K - $316K
|
196K
$15.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
3.81K+ 138.7% |
$291K - $311K
|
6.55K
$519K
|
|
|
Jan 12, 2022
Q4 2021
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
3.8K+ 1.51% |
$290K - $311K
|
256K
$20.3M
|
|
|
Feb 11, 2022
Q4 2021
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
3.75KNew |
$287K - $307K
|
3.75K
$297K
|
|
|
Jan 19, 2022
Q4 2021
|
Welch & Forbes LLC
|
BUY
|
- |
3.69K+ 13.08% |
$282K - $302K
|
31.9K
$2.53M
|
|
|
Jan 20, 2022
Q4 2021
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
3.6KNew |
$275K - $295K
|
3.6K
$286K
|
|
|
Jan 28, 2022
Q4 2021
|
Simmons Bank
|
BUY
|
- |
3.59K+ 2.1% |
$274K - $294K
|
175K
$13.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
3.54K+ 3.27% |
$270K - $289K
|
112K
$8.86M
|
|
|
Feb 10, 2022
Q4 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
3.53K+ 0.3% |
$270K - $289K
|
1.17M
$92.6M
|
|
|
Mar 11, 2022
Q4 2021
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
3.53KNew |
$269K - $289K
|
3.53K
$280K
|
|
|
Feb 11, 2022
Q4 2021
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
3.52KNew |
$269K - $288K
|
3.52K
$279K
|
|
|
Feb 11, 2022
Q4 2021
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
3.52KNew |
$269K - $288K
|
3.52K
$279K
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.51K+ 2.27% |
$268K - $287K
|
158K
$12.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
3.49KNew |
$267K - $286K
|
3.49K
$277K
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
3.49K+ 0.04% |
$266K - $285K
|
9.03M
$716M
|
|
|
Feb 11, 2022
Q4 2021
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
3.49K+ 2.95% |
$266K - $285K
|
122K
$9.64M
|
|
|
Jan 28, 2022
Q4 2021
|
Capital Performance Advisors LLP
|
BUY
|
- |
3.49KNew |
$266K - $285K
|
3.49K
$276K
|
|
|
Feb 11, 2022
Q4 2021
|
Gsb Wealth Management, LLC
|
BUY
|
- |
3.43KNew |
$262K - $281K
|
3.43K
$272K
|
|
|
Jan 19, 2022
Q4 2021
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
3.39KNew |
$259K - $277K
|
3.39K
$269K
|
|
|
Feb 03, 2022
Q4 2021
|
Naviter Wealth, LLC
|
BUY
|
- |
3.38KNew |
$258K - $277K
|
3.38K
$268K
|
|
|
Feb 09, 2022
Q4 2021
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
3.36KNew |
$256K - $275K
|
3.36K
$266K
|
|
|
Feb 01, 2022
Q4 2021
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
3.35KNew |
$256K - $274K
|
3.35K
$266K
|
|
|
Feb 14, 2022
Q4 2021
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
3.35K+ 5.3% |
$256K - $274K
|
66.4K
$5.27M
|
|
|
Feb 07, 2022
Q4 2021
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
3.34K+ 19.71% |
$255K - $274K
|
20.3K
$1.61M
|
|
|
Jan 12, 2022
Q4 2021
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
3.3K+ 28.27% |
$252K - $270K
|
15K
$1.19M
|
|
|
Feb 01, 2022
Q4 2021
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
3.29K+ 1.35% |
$252K - $270K
|
247K
$19.6M
|
|
|
Feb 11, 2022
Q4 2021
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
3.29KNew |
$252K - $269K
|
3.29K
$261K
|
|
|
Feb 15, 2022
Q4 2021
|
Treasure Coast Financial Planning
|
BUY
|
- |
3.28KNew |
$250K - $268K
|
3.28K
$260K
|
|
|
Feb 14, 2022
Q4 2021
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
3.28K+ 5.9% |
$250K - $268K
|
58.8K
$4.67M
|
|
|
Feb 03, 2022
Q4 2021
|
Brighton Jones LLC
|
BUY
|
- |
3.27K+ 1.43% |
$250K - $267K
|
232K
$18.4M
|
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
3.26K+ 1.98% |
$249K - $267K
|
168K
$13.3M
|
|
|
Feb 02, 2022
Q4 2021
|
Hartford Investment Management CO
|
BUY
|
- |
3.25KNew |
$248K - $266K
|
3.25K
$258K
|
|
|
Jun 13, 2022
Q4 2021
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
3.25KNew |
$248K - $266K
|
3.25K
$258K
|
|
|
Feb 11, 2022
Q4 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
3.25K+ 18.16% |
$248K - $266K
|
21.1K
$1.68M
|
|
|
Feb 14, 2022
Q4 2021
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
3.23KNew |
$247K - $264K
|
3.23K
$256K
|
|
|
Feb 15, 2022
Q4 2021
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
3.21K+ 17.94% |
$246K - $263K
|
21.1K
$1.68M
|
|
|
Feb 15, 2022
Q4 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
3.21K+ 3.01% |
$245K - $263K
|
110K
$8.7M
|
|
|
Feb 11, 2022
Q4 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
3.2K+ 1.71% |
$244K - $262K
|
191K
$15.1M
|
|
|
Feb 18, 2022
Q4 2021
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
3.14KNew |
$240K - $257K
|
3.14K
$249K
|
|
|
Feb 11, 2022
Q4 2021
|
9258 Wealth Management, LLC
|
BUY
|
- |
3.13KNew |
$239K - $256K
|
3.13K
$248K
|
|
|
Aug 24, 2022
Q4 2021
|
Hantz Financial Services, Inc.
|
BUY
|
- |
3.13K+ 1.28% |
$239K - $256K
|
248K
$19.7M
|
|
|
Aug 06, 2024
Q4 2021
|
Hantz Financial Services, Inc.
|
BUY
|
- |
3.13K+ 1.28% |
$239K - $256K
|
248K
$19.7M
|
|
|
Feb 02, 2022
Q4 2021
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
3.11K+ 21.23% |
$238K - $255K
|
17.8K
$1.41M
|