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 09, 2022
Q4 2021
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
2.23KNew |
$170K - $183K
|
2.23K
$177K
|
|
|
Feb 14, 2022
Q4 2021
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
2.17K+ 0.55% |
$165K - $177K
|
397K
$31.5M
|
|
|
Feb 11, 2022
Q4 2021
|
Quest Investment Management LLC
Lake Oswego, OR |
BUY
|
- |
2.15K+ 1.13% |
$164K - $176K
|
192K
$15.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
2.15K+ 14.58% |
$164K - $176K
|
16.9K
$1.34M
|
|
|
Jan 28, 2022
Q4 2021
|
Widmann Financial Services, Inc.
|
BUY
|
- |
2.14KNew |
$164K - $175K
|
2.14K
$170K
|
|
|
Feb 10, 2022
Q4 2021
|
Pittenger & Anderson Inc
|
BUY
|
- |
2.14K+ 1.24% |
$163K - $175K
|
174K
$13.8M
|
|
|
Jan 21, 2022
Q4 2021
|
Windsor Group LTD
|
BUY
|
- |
2.13K+ 11.14% |
$163K - $174K
|
21.2K
$1.68M
|
|
|
Feb 02, 2022
Q4 2021
|
Verger Capital Management LLC
|
BUY
|
- |
2.13K+ 0.9% |
$162K - $174K
|
238K
$18.9M
|
|
|
Feb 11, 2022
Q4 2021
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
2.13K+ 2.23% |
$162K - $174K
|
97.5K
$7.73M
|
|
|
Feb 10, 2022
Q4 2021
|
Bridgeworth, LLC
Birmingham, AL |
BUY
|
- |
2.1K+ 13.66% |
$160K - $171K
|
17.4K
$1.38M
|
|
|
Feb 11, 2022
Q4 2021
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
2.09K+ 22.35% |
$160K - $171K
|
11.4K
$907K
|
|
|
Feb 14, 2022
Q4 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
2.08K+ 45.89% |
$159K - $170K
|
6.62K
$525K
|
|
|
Feb 02, 2022
Q4 2021
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
2.07K+ 2.07% |
$158K - $169K
|
102K
$8.08M
|
|
|
Feb 14, 2022
Q4 2021
|
Wms Partners, LLC
|
BUY
|
- |
2.07K+ 47.77% |
$158K - $169K
|
6.4K
$508K
|
|
|
Jan 20, 2022
Q4 2021
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
2.05K+ 28.34% |
$157K - $168K
|
9.28K
$736K
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
2.03KNew |
$155K - $166K
|
2.03K
$161K
|
|
|
Jan 24, 2022
Q4 2021
|
Steph & CO
|
BUY
|
- |
2.02K+ 10.51% |
$155K - $166K
|
21.3K
$1.69M
|
|
|
Feb 07, 2022
Q4 2021
|
Corundum Group, Inc.
|
BUY
|
- |
2.02K+ 2.02% |
$154K - $165K
|
102K
$8.11M
|
|
|
Feb 14, 2022
Q4 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
2.01K+ 0.83% |
$154K - $165K
|
245K
$19.4M
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
2.01KNew |
$153K - $164K
|
2.01K
$159K
|
|
|
Feb 16, 2022
Q4 2021
|
First Community Trust Na
|
BUY
|
- |
2.01KNew |
$153K - $164K
|
2.01K
$159K
|
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.98K+ 1.81% |
$151K - $162K
|
112K
$8.85M
|
|
|
Feb 11, 2022
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.96K+ 37.32% |
$149K - $160K
|
7.19K
$571K
|
|
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.96K+ 37.32% |
$149K - $160K
|
7.19K
$571K
|
|
|
Feb 01, 2022
Q4 2021
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
1.94K+ 1.6% |
$148K - $159K
|
123K
$9.74M
|
|
|
Feb 08, 2022
Q4 2021
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
1.93K+ 5.04% |
$147K - $158K
|
40.2K
$3.19M
|
|
|
Feb 08, 2022
Q4 2021
|
Savant Capital, LLC
|
BUY
|
- |
1.93K+ 3.76% |
$147K - $158K
|
53.2K
$4.22M
|
|
|
Feb 23, 2022
Q4 2021
|
Cornerstone Advisory, LLC
|
BUY
|
- |
1.92KNew |
$147K - $157K
|
1.92K
$153K
|
|
|
Feb 07, 2022
Q4 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
1.9K+ 9.9% |
$145K - $155K
|
21.1K
$1.67M
|
|
|
Feb 07, 2022
Q4 2021
|
Financial Strategies Group, Inc.
|
BUY
|
- |
1.87K+ 41.52% |
$143K - $153K
|
6.38K
$506K
|
|
|
Feb 07, 2022
Q4 2021
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
1.87K+ 2.68% |
$143K - $153K
|
71.5K
$5.67M
|
|
|
Jan 12, 2022
Q4 2021
|
Lbj Family Wealth Advisors, Ltd.
|
BUY
|
- |
1.85K+ 1.57% |
$141K - $151K
|
120K
$9.49M
|
|
|
Jan 05, 2022
Q4 2021
|
Fulton Bank, N.A.
|
BUY
|
- |
1.84K+ 3.2% |
$141K - $151K
|
59.5K
$4.72M
|
|
|
Feb 14, 2022
Q4 2021
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
1.84K+ 14.92% |
$141K - $151K
|
14.2K
$1.12M
|
|
|
Feb 09, 2022
Q4 2021
|
Essex Private Wealth Management, LLC
Topsfield, MA |
BUY
|
- |
1.82K+ 11.92% |
$139K - $149K
|
17.1K
$1.36M
|
|
|
Jan 12, 2022
Q4 2021
|
Bank Of New Hampshire
|
BUY
|
- |
1.81K+ 5.07% |
$139K - $148K
|
37.6K
$2.98M
|
|
|
Feb 11, 2022
Q4 2021
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
1.79K+ 31.16% |
$137K - $146K
|
7.54K
$598K
|
|
|
Feb 10, 2022
Q4 2021
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
1.76K+ 4.1% |
$134K - $144K
|
44.7K
$3.54M
|
|
|
Jan 27, 2022
Q4 2021
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.75K+ 4.88% |
$134K - $143K
|
37.6K
$2.98M
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.74KNew |
$133K - $142K
|
1.74K
$138K
|
|
|
Feb 10, 2022
Q4 2021
|
Crewe Advisors LLC
|
BUY
|
- |
1.74K+ 7.59% |
$133K - $142K
|
24.6K
$1.95M
|
|
|
Feb 10, 2022
Q4 2021
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
1.74K+ 23.98% |
$133K - $142K
|
8.99K
$713K
|
|
|
Feb 11, 2022
Q4 2021
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
1.73K+ 13.58% |
$132K - $142K
|
14.5K
$1.15M
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Advisors Network, Inc.
|
BUY
|
- |
1.67K+ 2.53% |
$127K - $136K
|
67.4K
$5.34M
|
|
|
Jan 31, 2022
Q4 2021
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
1.66K+ 13.02% |
$127K - $136K
|
14.4K
$1.14M
|
|
|
Feb 01, 2022
Q4 2021
|
Palisade Asset Management, LLC
|
BUY
|
- |
1.65K+ 6.36% |
$126K - $135K
|
27.6K
$2.19M
|
|
|
Jan 26, 2022
Q4 2021
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
1.63K+ 7.96% |
$124K - $133K
|
22.1K
$1.75M
|
|
|
Feb 10, 2022
Q4 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.6K+ 1.37% |
$122K - $131K
|
118K
$9.33M
|
|
|
Jan 21, 2022
Q4 2021
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
1.58K+ 0.35% |
$120K - $129K
|
454K
$36M
|
|
|
Feb 15, 2022
Q4 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1.57K+ 26.86% |
$120K - $128K
|
7.41K
$587K
|