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 08, 2022
Q4 2021
|
Wade Financial Advisory, Inc
|
BUY
|
- |
571+ 4.47% |
$43.6K - $46.7K
|
13.3K
$1.06M
|
|
|
Feb 10, 2022
Q4 2021
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
569+ 0.4% |
$43.5K - $46.6K
|
142K
$11.3M
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
567+ 19.96% |
$43.3K - $46.4K
|
3.41K
$270K
|
|
|
Jan 25, 2022
Q4 2021
|
Old Second National Bank Of Aurora
|
BUY
|
- |
553+ 6.46% |
$42.2K - $45.3K
|
9.11K
$723K
|
|
|
Jan 12, 2022
Q4 2021
|
Gradient Investments LLC
|
BUY
|
- |
544+ 42.9% |
$41.6K - $44.5K
|
1.81K
$144K
|
|
|
Feb 23, 2022
Q4 2021
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
540New |
$41.3K - $44.2K
|
540
$42.8K
|
|
|
Feb 15, 2022
Q4 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
540+ 4.43% |
$41.3K - $44.2K
|
12.7K
$1.01M
|
|
|
Feb 09, 2022
Q4 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
536+ 3.04% |
$41K - $43.9K
|
18.2K
$1.44M
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
534+ 5.64% |
$40.8K - $43.7K
|
10K
$793K
|
|
|
Feb 04, 2022
Q4 2021
|
Vera Bank, N.A.
|
BUY
|
- |
528+ 6.54% |
$40.3K - $43.2K
|
8.6K
$682K
|
|
|
Jan 28, 2022
Q4 2021
|
First Interstate Bank
Billings, MT |
BUY
|
- |
524+ 0.99% |
$40K - $42.9K
|
53.5K
$4.24M
|
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
BUY
|
- |
505+ 1.31% |
$38.6K - $41.3K
|
39.1K
$3.1M
|
|
|
Feb 10, 2022
Q4 2021
|
Anchor Capital Advisors LLC
|
BUY
|
- |
504+ 2.39% |
$38.5K - $41.2K
|
21.6K
$1.71M
|
|
|
Feb 04, 2022
Q4 2021
|
Outfitter Financial LLC
|
BUY
|
- |
500New |
$38.2K - $40.9K
|
500
$39.7K
|
|
|
Feb 03, 2022
Q4 2021
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
500+ 5.38% |
$38.2K - $40.9K
|
9.79K
$776K
|
|
|
Feb 11, 2022
Q4 2021
|
Zions Bancorporation, N.A.
|
BUY
|
- |
499+ 135.6% |
$38.1K - $40.8K
|
867
$68.8K
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
497+ 5.09% |
$38K - $40.7K
|
10.3K
$813K
|
|
|
Jan 27, 2022
Q4 2021
|
Brookmont Capital Management
Dallas, TX |
BUY
|
- |
497+ 4.42% |
$38K - $40.7K
|
11.7K
$931K
|
|
|
Feb 02, 2022
Q4 2021
|
Pathway Financial Advisors LLC
|
BUY
|
- |
485+ 0.63% |
$37.1K - $39.7K
|
77.9K
$6.18M
|
|
|
Jan 27, 2022
Q4 2021
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
485+ 1.77% |
$37.1K - $39.7K
|
27.9K
$2.21M
|
|
|
Feb 14, 2022
Q4 2021
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
481+ 0.99% |
$36.7K - $39.4K
|
48.9K
$3.88M
|
|
|
Nov 14, 2022
Q4 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
476New |
$36.4K - $39K
|
476
$37.8K
|
|
|
Jan 10, 2022
Q4 2021
|
Private Trust CO Na
|
BUY
|
- |
471+ 1.02% |
$36K - $38.5K
|
46.7K
$3.71M
|
|
|
Jan 24, 2022
Q4 2021
|
Cordasco Financial Network
|
BUY
|
- |
471+ 3.91% |
$36K - $38.5K
|
12.5K
$993K
|
|
|
Jan 21, 2022
Q4 2021
|
Gfs Advisors, LLC
|
BUY
|
- |
470+ 3.75% |
$35.9K - $38.5K
|
13K
$1.03M
|
|
|
Jan 21, 2022
Q4 2021
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
451+ 14.81% |
$34.5K - $36.9K
|
3.5K
$277K
|
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
449+ 1.57% |
$34.3K - $36.7K
|
29.1K
$2.31M
|
|
|
Feb 01, 2022
Q4 2021
|
Tfg Advisers LLC
|
BUY
|
- |
446+ 4.7% |
$34.1K - $36.5K
|
9.94K
$789K
|
|
|
Jan 21, 2022
Q4 2021
|
Tfo Tdc, LLC
|
BUY
|
- |
440+ 10.55% |
$33.6K - $36K
|
4.61K
$366K
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
438+ 17.67% |
$33.5K - $35.8K
|
2.92K
$231K
|
|
|
Jan 13, 2022
Q4 2021
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
427+ 3.08% |
$32.6K - $34.9K
|
14.3K
$1.13M
|
|
|
Jan 26, 2022
Q4 2021
|
Welch Group, LLC
|
BUY
|
- |
427+ 5.69% |
$32.6K - $34.9K
|
7.93K
$629K
|
|
|
Jan 19, 2022
Q4 2021
|
Kg&L Capital Management,Llc
|
BUY
|
- |
427+ 2.98% |
$32.6K - $34.9K
|
14.7K
$1.17M
|
|
|
Feb 01, 2022
Q4 2021
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
420+ 8.34% |
$32.1K - $34.4K
|
5.46K
$433K
|
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
417New |
$31.9K - $34.1K
|
417
$33.1K
|
|
|
Jan 11, 2022
Q4 2021
|
Brookstone Capital Management
|
BUY
|
- |
410+ 2.35% |
$31.3K - $33.6K
|
17.9K
$1.42M
|
|
|
Feb 08, 2022
Q4 2021
|
American Investment Services, Inc.
|
BUY
|
- |
407+ 10.06% |
$31.1K - $33.3K
|
4.45K
$353K
|
|
|
Jan 21, 2022
Q4 2021
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
407+ 7.69% |
$31.1K - $33.3K
|
5.7K
$452K
|
|
|
Feb 14, 2022
Q4 2021
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
406+ 3.45% |
$31K - $33.2K
|
12.2K
$965K
|
|
|
Feb 04, 2022
Q4 2021
|
Rnc Capital Management LLC
|
BUY
|
- |
400+ 2.14% |
$30.6K - $32.7K
|
19.1K
$1.51M
|
|
|
Feb 07, 2022
Q4 2021
|
Vista Capital Partners, Inc.
|
BUY
|
- |
400+ 8.11% |
$30.6K - $32.7K
|
5.33K
$423K
|
|
|
Jan 18, 2022
Q4 2021
|
Wc Walker & Associates, Inc.
|
BUY
|
- |
389+ 4.94% |
$29.7K - $31.8K
|
8.27K
$655K
|
|
|
Nov 30, 2023
Q4 2021
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
381New |
$29.1K - $31.2K
|
381
$30.2K
|
|
|
Jan 21, 2022
Q4 2021
|
Alhambra Investment Partners LLC
|
BUY
|
- |
358+ 11.92% |
$27.4K - $29.3K
|
3.36K
$267K
|
|
|
Apr 05, 2024
Q4 2021
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
356+ 1.04% |
$27.2K - $29.1K
|
34.5K
$2.74M
|
|
|
Feb 09, 2022
Q4 2021
|
Financial Insights, Inc.
|
BUY
|
- |
352+ 7.04% |
$26.9K - $28.8K
|
5.35K
$424K
|
|
|
Feb 14, 2022
Q4 2021
|
Ergoteles LLC
New York, NY |
BUY
|
- |
351New |
$26.8K - $28.7K
|
351
$27.8K
|
|
|
Jan 21, 2022
Q4 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
345+ 16.37% |
$26.4K - $28.2K
|
2.45K
$194K
|
|
|
Feb 10, 2022
Q4 2021
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
344+ 58.9% |
$26.3K - $28.1K
|
928
$73.6K
|
|
|
Feb 08, 2022
Q4 2021
|
Norwood Financial Corp
|
BUY
|
- |
340New |
$26K - $27.8K
|
340
$27K
|