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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2022
Q4 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
3.09K+ 11.91% |
$236K - $253K
|
29K
$2.3M
|
|
|
Feb 04, 2022
Q4 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
3.04K+ 25.82% |
$232K - $249K
|
14.8K
$1.18M
|
|
|
Feb 07, 2022
Q4 2021
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
3.04K+ 1.84% |
$232K - $248K
|
168K
$13.3M
|
|
|
Feb 08, 2022
Q4 2021
|
Bank Ozk
|
BUY
|
- |
3.03K+ 8.44% |
$231K - $248K
|
38.9K
$3.09M
|
|
|
Feb 07, 2022
Q4 2021
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
3.01K+ 53.89% |
$230K - $246K
|
8.6K
$682K
|
|
|
Jan 19, 2022
Q4 2021
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
3K+ 0.61% |
$229K - $245K
|
494K
$39.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
2.96KNew |
$226K - $242K
|
2.96K
$234K
|
|
|
Jan 27, 2022
Q4 2021
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
2.95K+ 114.46% |
$226K - $242K
|
5.53K
$439K
|
|
|
Feb 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.88K+ 4.18% |
$220K - $236K
|
71.8K
$5.7M
|
|
|
Jan 07, 2022
Q4 2021
|
Hollencrest Capital Management
|
BUY
|
- |
2.88K+ 5.44% |
$220K - $236K
|
55.8K
$4.43M
|
|
|
Jan 26, 2022
Q4 2021
|
Brightworth
|
BUY
|
- |
2.88KNew |
$220K - $235K
|
2.88K
$228K
|
|
|
Feb 14, 2022
Q4 2021
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
2.84KNew |
$217K - $232K
|
2.84K
$225K
|
|
|
Jan 26, 2022
Q4 2021
|
Helen Stephens Group, LLC
|
BUY
|
- |
2.84KNew |
$217K - $232K
|
2.84K
$225K
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.83K+ 8.33% |
$216K - $231K
|
36.7K
$2.91M
|
|
|
Feb 07, 2022
Q4 2021
|
Sweet Financial Partners, LLC
|
BUY
|
- |
2.8KNew |
$214K - $229K
|
2.8K
$222K
|
|
|
Feb 14, 2022
Q4 2021
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.78KNew |
$212K - $227K
|
2.78K
$220K
|
|
|
Feb 13, 2024
Q4 2021
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
2.78KNew |
$212K - $227K
|
2.78K
$220K
|
|
|
Feb 01, 2022
Q4 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
2.75K+ 4.77% |
$210K - $225K
|
60.4K
$4.79M
|
|
|
Feb 01, 2022
Q4 2021
|
Nikulski Financial, Inc.
|
BUY
|
- |
2.73KNew |
$208K - $223K
|
2.73K
$216K
|
|
|
Jan 21, 2022
Q4 2021
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
2.7KNew |
$206K - $221K
|
2.7K
$214K
|
|
|
Feb 14, 2022
Q4 2021
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
2.7KNew |
$206K - $221K
|
2.7K
$214K
|
|
|
Feb 08, 2022
Q4 2021
|
Goldstein Munger & Associates
San Ramon, CA |
BUY
|
- |
2.69K+ 0.61% |
$205K - $220K
|
444K
$35.2M
|
|
|
Feb 09, 2022
Q4 2021
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
2.69K+ 61.88% |
$205K - $220K
|
7.02K
$557K
|
|
|
Jun 06, 2022
Q4 2021
|
Willner & Heller, LLC
|
BUY
|
- |
2.66KNew |
$203K - $217K
|
2.66K
$211K
|
|
|
Feb 14, 2022
Q4 2021
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.65KNew |
$202K - $217K
|
2.65K
$210K
|
|
|
Feb 15, 2022
Q4 2021
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
2.62K+ 55.81% |
$200K - $214K
|
7.32K
$580K
|
|
|
Jan 19, 2022
Q4 2021
|
Apexium Financial, LP
|
BUY
|
- |
2.61KNew |
$200K - $214K
|
2.61K
$207K
|
|
|
Feb 14, 2022
Q4 2021
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
2.59K+ 7.43% |
$198K - $212K
|
37.4K
$2.97M
|
|
|
Feb 09, 2022
Q4 2021
|
Independent Family Office, LLC
|
BUY
|
- |
2.59KNew |
$198K - $212K
|
2.59K
$205K
|
|
|
Feb 09, 2022
Q4 2021
|
Heritage Investment Group, Inc.
|
BUY
|
- |
2.59KNew |
$197K - $212K
|
2.59K
$205K
|
|
|
Feb 14, 2022
Q4 2021
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
2.57KNew |
$196K - $210K
|
2.57K
$204K
|
|
|
Feb 02, 2022
Q4 2021
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
2.56KNew |
$196K - $210K
|
2.56K
$203K
|
|
|
Mar 11, 2022
Q4 2021
|
City Holding CO
|
BUY
|
- |
2.56K+ 3.86% |
$196K - $210K
|
68.9K
$5.46M
|
|
|
Feb 02, 2022
Q4 2021
|
Wesbanco Bank Inc
|
BUY
|
- |
2.56K+ 1.46% |
$196K - $210K
|
178K
$14.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.55K+ 60.52% |
$195K - $209K
|
6.77K
$537K
|
|
|
Feb 04, 2022
Q4 2021
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
2.55KNew |
$195K - $209K
|
2.55K
$202K
|
|
|
Jan 26, 2022
Q4 2021
|
Lvw Advisors, LLC
|
BUY
|
- |
2.54KNew |
$194K - $208K
|
2.54K
$202K
|
|
|
Jan 10, 2022
Q4 2021
|
Summit Financial Group, Inc.
|
BUY
|
- |
2.54K+ 3.51% |
$194K - $208K
|
74.8K
$5.93M
|
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.54K+ 8.77% |
$194K - $208K
|
31.5K
$2.5M
|
|
|
Feb 11, 2022
Q4 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
2.54K+ 13.2% |
$194K - $208K
|
21.8K
$1.73M
|
|
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
2.53KNew |
$193K - $207K
|
2.53K
$200K
|
|
|
Jan 26, 2022
Q4 2021
|
Great Diamond Partners, LLC
|
BUY
|
- |
2.49K+ 6.67% |
$190K - $204K
|
39.8K
$3.16M
|
|
|
Feb 11, 2022
Q4 2021
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
2.47K+ 0.61% |
$188K - $202K
|
408K
$32.4M
|
|
|
Jan 13, 2022
Q4 2021
|
Diversified Trust CO
|
BUY
|
- |
2.43K+ 2.38% |
$186K - $199K
|
105K
$8.3M
|
|
|
Feb 10, 2022
Q4 2021
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
2.33K+ 11.85% |
$178K - $191K
|
22K
$1.75M
|
|
|
Feb 11, 2022
Q4 2021
|
Journey Advisory Group, LLC
|
BUY
|
- |
2.29K+ 15.84% |
$175K - $187K
|
16.7K
$1.33M
|
|
|
Feb 01, 2022
Q4 2021
|
Main Street Investment Advisors LLC
|
BUY
|
- |
2.29K+ 0.24% |
$175K - $187K
|
940K
$74.5M
|
|
|
Feb 10, 2022
Q4 2021
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
2.28K+ 4.92% |
$174K - $187K
|
48.6K
$3.86M
|
|
|
Jan 25, 2022
Q4 2021
|
Busey Wealth Management
|
BUY
|
- |
2.24K+ 7.09% |
$171K - $183K
|
33.9K
$2.69M
|
|
|
Feb 14, 2022
Q4 2021
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
2.23K+ 1.1% |
$171K - $183K
|
205K
$16.3M
|