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 14, 2022
Q4 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
1.55K+ 6.26% |
$119K - $127K
|
26.4K
$2.09M
|
|
|
Jan 28, 2022
Q4 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
1.55K+ 48.23% |
$118K - $127K
|
4.77K
$378K
|
|
|
Oct 18, 2024
Q4 2021
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
1.54K+ 26.22% |
$118K - $126K
|
7.43K
$590K
|
|
|
Jan 20, 2022
Q4 2021
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
1.53K+ 5.3% |
$117K - $125K
|
30.4K
$2.41M
|
|
|
Feb 14, 2022
Q4 2021
|
Hillman Capital Management, Inc.
Bethesda, MD |
BUY
|
- |
1.52K+ 9.06% |
$116K - $124K
|
18.3K
$1.45M
|
|
|
Jan 25, 2022
Q4 2021
|
Jmg Financial Group, Ltd.
|
BUY
|
- |
1.5K+ 3.36% |
$115K - $123K
|
46.2K
$3.66M
|
|
|
Jan 31, 2022
Q4 2021
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
1.5K+ 3.35% |
$115K - $123K
|
46.2K
$3.67M
|
|
|
Feb 16, 2022
Q4 2021
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
1.5K+ 1.29% |
$114K - $122K
|
118K
$9.34M
|
|
|
Feb 02, 2022
Q4 2021
|
Pinnacle Associates LTD
|
BUY
|
- |
1.48K+ 2.69% |
$113K - $121K
|
56.4K
$4.47M
|
|
|
Feb 11, 2022
Q4 2021
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
1.46K+ 7.1% |
$111K - $119K
|
22K
$1.75M
|
|
|
Feb 15, 2022
Q4 2021
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
1.46K+ 3.26% |
$111K - $119K
|
46.2K
$3.67M
|
|
|
Jan 19, 2022
Q4 2021
|
Hc Financial Advisors Inc
|
BUY
|
- |
1.46K+ 162.0% |
$111K - $119K
|
2.36K
$187K
|
|
|
Feb 10, 2022
Q4 2021
|
Alamar Capital Management, LLC
|
BUY
|
- |
1.46K+ 5.49% |
$111K - $119K
|
28K
$2.22M
|
|
|
Feb 10, 2022
Q4 2021
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
1.45K+ 2.21% |
$111K - $118K
|
67.1K
$5.32M
|
|
|
Jan 31, 2022
Q4 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
1.42K+ 33.61% |
$108K - $116K
|
5.63K
$446K
|
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
1.41KNew |
$108K - $116K
|
1.41K
$112K
|
|
|
Feb 09, 2022
Q4 2021
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
1.32K+ 1.46% |
$101K - $108K
|
91.9K
$7.29M
|
|
|
Feb 09, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
1.32K+ 0.23% |
$101K - $108K
|
576K
$45.7M
|
|
|
Dec 01, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
1.32K+ 0.23% |
$101K - $108K
|
576K
$45.7M
|
|
|
Feb 08, 2022
Q4 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
1.26K+ 2.48% |
$96K - $103K
|
51.9K
$4.12M
|
|
|
Jan 27, 2022
Q4 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
1.24K+ 7.58% |
$94.8K - $102K
|
17.6K
$1.4M
|
|
|
Mar 11, 2022
Q4 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.24K+ 10.37% |
$94.4K - $101K
|
13.1K
$1.04M
|
|
|
Jan 14, 2022
Q4 2021
|
Powell Investment Advisors, LLC
|
BUY
|
- |
1.19K+ 1.31% |
$90.8K - $97.3K
|
91.9K
$7.29M
|
|
|
Jan 18, 2022
Q4 2021
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
1.18K+ 1.84% |
$90.2K - $96.6K
|
65.3K
$5.18M
|
|
|
Feb 10, 2022
Q4 2021
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.18K+ 12.49% |
$90.1K - $96.5K
|
10.6K
$842K
|
|
|
Feb 09, 2022
Q4 2021
|
Horan Securities, Inc.
|
BUY
|
- |
1.18K+ 6538.89% |
$89.9K - $96.3K
|
1.2K
$94.8K
|
|
|
Feb 10, 2022
Q4 2021
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
1.14KNew |
$86.8K - $93K
|
1.14K
$90.1K
|
|
|
Jan 21, 2022
Q4 2021
|
Gemmer Asset Management LLC
|
BUY
|
- |
1.13K+ 2.44% |
$86.6K - $92.7K
|
47.6K
$3.77M
|
|
|
Feb 07, 2022
Q4 2021
|
Windsor Capital Management, LLC
|
BUY
|
- |
1.13K+ 5.27% |
$86.3K - $92.5K
|
22.6K
$1.79M
|
|
|
Feb 15, 2022
Q4 2021
|
Bank Of Marin
Novato, CA |
BUY
|
- |
1.13K+ 3.83% |
$86K - $92.1K
|
30.5K
$2.42M
|
|
|
Feb 18, 2022
Q4 2021
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
1.1KNew |
$84.3K - $90.3K
|
1.1K
$87.5K
|
|
|
Aug 25, 2022
Q4 2021
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
1.08KNew |
$82.8K - $88.7K
|
1.08K
$86K
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.01K+ 1.99% |
$77.3K - $82.8K
|
52K
$4.12M
|
|
|
Feb 18, 2022
Q4 2021
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
991New |
$75.7K - $81.1K
|
991
$78.6K
|
|
|
Feb 09, 2022
Q4 2021
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
986+ 40.29% |
$75.3K - $80.7K
|
3.43K
$272K
|
|
|
Jan 26, 2022
Q4 2021
|
Independence Bank Of Kentucky
|
BUY
|
- |
977+ 1.21% |
$74.6K - $79.9K
|
81.5K
$6.46M
|
|
|
Feb 02, 2022
Q4 2021
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
972+ 5.02% |
$74.3K - $79.5K
|
20.4K
$1.61M
|
|
|
Jan 31, 2022
Q4 2021
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
971+ 3.34% |
$74.2K - $79.5K
|
30K
$2.38M
|
|
|
Jan 06, 2022
Q4 2021
|
Magnolia Capital Management LTD
|
BUY
|
- |
955New |
$73K - $78.1K
|
955
$75.7K
|
|
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
947New |
$72.4K - $77.5K
|
947
$75.1K
|
|
|
Mar 10, 2023
Q4 2021
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
940+ 4.57% |
$71.8K - $76.9K
|
21.5K
$1.71M
|
|
|
Feb 14, 2022
Q4 2021
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
934+ 6.51% |
$71.4K - $76.4K
|
15.3K
$1.21M
|
|
|
Jan 28, 2022
Q4 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
925+ 508.24% |
$70.7K - $75.7K
|
1.11K
$87.8K
|
|
|
Jan 14, 2022
Q4 2021
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
907+ 10.41% |
$69.3K - $74.2K
|
9.62K
$763K
|
|
|
Feb 10, 2022
Q4 2021
|
Dakota Wealth Management
|
BUY
|
- |
903+ 1.01% |
$69K - $73.9K
|
90.3K
$7.16M
|
|
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
BUY
|
- |
901+ 16.12% |
$68.8K - $73.7K
|
6.49K
$515K
|
|
|
Jan 24, 2022
Q4 2021
|
Lake Street Financial LLC
|
BUY
|
- |
890+ 31.92% |
$68K - $72.8K
|
3.68K
$292K
|
|
|
Feb 15, 2022
Q4 2021
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
882+ 0.35% |
$67.4K - $72.2K
|
250K
$19.8M
|
|
|
Feb 09, 2022
Q4 2021
|
Cmg Global Holdings, LLC
|
BUY
|
- |
876+ 4.28% |
$66.9K - $71.7K
|
21.4K
$1.69M
|
|
|
Feb 25, 2022
Q4 2021
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
873+ 2.34% |
$66.7K - $71.4K
|
38.1K
$3.02M
|