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 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
340+ 1.42% |
$26K - $27.8K
|
24.3K
$1.93M
|
|
|
Jan 18, 2022
Q4 2021
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
338+ 2.39% |
$25.8K - $27.7K
|
14.5K
$1.15M
|
|
|
Jan 19, 2022
Q4 2021
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
329+ 0.99% |
$25.1K - $26.9K
|
33.4K
$2.65M
|
|
|
Jan 27, 2022
Q4 2021
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
327+ 110.85% |
$25K - $26.8K
|
622
$49.3K
|
|
|
Jan 20, 2022
Q4 2021
|
Simpli Fi, Inc.
|
BUY
|
- |
325+ 2.23% |
$24.8K - $26.6K
|
14.9K
$1.18M
|
|
|
Jan 18, 2022
Q4 2021
|
Procyon Advisors, LLC
|
BUY
|
- |
322+ 1.62% |
$24.6K - $26.3K
|
20.2K
$1.6M
|
|
|
Jan 26, 2022
Q4 2021
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
322+ 2.38% |
$24.6K - $26.3K
|
13.8K
$1.1M
|
|
|
Feb 10, 2022
Q4 2021
|
Eukles Asset Management
|
BUY
|
- |
321+ 0.8% |
$24.5K - $26.3K
|
40.3K
$3.2M
|
|
|
Jan 13, 2022
Q4 2021
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
318+ 0.39% |
$24.3K - $26K
|
81.1K
$6.43M
|
|
|
Feb 14, 2022
Q4 2021
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
318New |
$24.3K - $26K
|
318
$25.2K
|
|
|
Feb 09, 2022
Q4 2021
|
Blankinship & Foster, LLC
Solana Beach, CA |
BUY
|
- |
316+ 0.23% |
$24.1K - $25.9K
|
136K
$10.8M
|
|
|
Feb 11, 2022
Q4 2021
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
311+ 9.96% |
$23.8K - $25.4K
|
3.43K
$272K
|
|
|
Jan 31, 2022
Q4 2021
|
Signal Point Asset Management, LLC
|
BUY
|
- |
309+ 6.87% |
$23.6K - $25.3K
|
4.81K
$381K
|
|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
308New |
$23.5K - $25.2K
|
308
$24.4K
|
|
|
Feb 02, 2022
Q4 2021
|
Heritage Wealth Advisors
|
BUY
|
- |
308+ 2.1% |
$23.5K - $25.2K
|
15K
$1.19M
|
|
|
Feb 25, 2022
Q4 2021
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
304+ 2.35% |
$23.2K - $24.9K
|
13.2K
$1.05M
|
|
|
Feb 10, 2022
Q4 2021
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
302+ 4.22% |
$23.1K - $24.7K
|
7.45K
$591K
|
|
|
Jan 18, 2022
Q4 2021
|
Global Trust Asset Management, LLC
|
BUY
|
- |
300+ 2.0% |
$22.9K - $24.5K
|
15.3K
$1.21M
|
|
|
Jan 31, 2022
Q4 2021
|
Spc Financial, Inc.
|
BUY
|
- |
300+ 6.97% |
$22.9K - $24.5K
|
4.61K
$365K
|
|
|
Feb 14, 2022
Q4 2021
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
300+ 0.99% |
$22.9K - $24.5K
|
30.7K
$2.43M
|
|
|
Jan 26, 2022
Q4 2021
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
300+ 2.1% |
$22.9K - $24.5K
|
14.6K
$1.15M
|
|
|
Jan 26, 2022
Q4 2021
|
Andrew Hill Investment Advisors, Inc.
Naples, FL |
BUY
|
- |
300New |
$22.9K - $24.5K
|
300
$23.8K
|
|
|
Feb 02, 2022
Q4 2021
|
Truepoint, Inc.
|
BUY
|
- |
293+ 1.33% |
$22.4K - $24K
|
22.3K
$1.77M
|
|
|
Feb 07, 2022
Q4 2021
|
Pya Waltman Capital, LLC
Knoxville, TN |
BUY
|
- |
291New |
$22.2K - $23.8K
|
291
$23.1K
|
|
|
Feb 11, 2022
Q4 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
287+ 4.18% |
$21.9K - $23.5K
|
7.15K
$567K
|
|
|
Feb 11, 2022
Q4 2021
|
Sensible Financial Planning & Management, Llc.
|
BUY
|
- |
284+ 4.78% |
$21.7K - $23.2K
|
6.22K
$494K
|
|
|
Jan 18, 2022
Q4 2021
|
Legacy Bridge, LLC
|
BUY
|
- |
280+ 1.77% |
$21.4K - $22.9K
|
16.1K
$1.28M
|
|
|
Feb 10, 2022
Q4 2021
|
Zhang Financial LLC
|
BUY
|
- |
274+ 2.82% |
$20.9K - $22.4K
|
9.99K
$792K
|
|
|
Feb 11, 2022
Q4 2021
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
268+ 2.31% |
$20.5K - $21.9K
|
11.9K
$943K
|
|
|
Feb 03, 2022
Q4 2021
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
265New |
$20.2K - $21.7K
|
265
$21K
|
|
|
Jan 31, 2022
Q4 2021
|
Ieq Capital, LLC
|
BUY
|
- |
256+ 0.15% |
$19.6K - $20.9K
|
170K
$13.5M
|
|
|
Feb 01, 2022
Q4 2021
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
255+ 1.57% |
$19.5K - $20.9K
|
16.5K
$1.31M
|
|
|
Feb 11, 2022
Q4 2021
|
South State Corp
|
BUY
|
- |
253+ 1.86% |
$19.3K - $20.7K
|
13.9K
$1.1M
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
253New |
$19.3K - $20.7K
|
253
$20.1K
|
|
|
Feb 09, 2022
Q4 2021
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
250+ 0.3% |
$19.1K - $20.5K
|
82.9K
$6.57M
|
|
|
Jan 19, 2022
Q4 2021
|
Ma Private Wealth
|
BUY
|
- |
237+ 4.21% |
$18.1K - $19.4K
|
5.87K
$465K
|
|
|
Feb 02, 2022
Q4 2021
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
232+ 1.38% |
$17.7K - $19K
|
17K
$1.35M
|
|
|
Feb 14, 2022
Q4 2021
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
231+ 2.09% |
$17.6K - $18.9K
|
11.3K
$897K
|
|
|
Jan 19, 2022
Q4 2021
|
Hudock, Inc.
|
BUY
|
- |
229+ 1.5% |
$17.5K - $18.7K
|
15.5K
$1.23M
|
|
|
Feb 11, 2022
Q4 2021
|
Mission Wealth Management, LP
|
BUY
|
- |
228+ 0.34% |
$17.4K - $18.7K
|
67.9K
$5.39M
|
|
|
Feb 08, 2022
Q4 2021
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
223+ 0.19% |
$17K - $18.2K
|
118K
$9.37M
|
|
|
Feb 14, 2022
Q4 2021
|
First Manhattan CO
New York, NY |
BUY
|
- |
222+ 3.36% |
$17K - $18.2K
|
6.83K
$542K
|
|
|
Feb 03, 2022
Q4 2021
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
219+ 0.55% |
$16.7K - $17.9K
|
39.9K
$3.17M
|
|
|
Mar 12, 2024
Q4 2021
|
Executive Wealth Group LLC
Kirkland, WA |
BUY
|
- |
211+ 1.1% |
$16.1K - $17.3K
|
19.5K
$1.54M
|
|
|
Feb 14, 2022
Q4 2021
|
Farmers Trust CO
|
BUY
|
- |
210+ 1.05% |
$16K - $17.2K
|
20.1K
$1.6M
|
|
|
Feb 09, 2022
Q4 2021
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
210+ 0.29% |
$16K - $17.2K
|
72.9K
$5.78M
|
|
|
Jan 11, 2022
Q4 2021
|
Hbw Advisory Services LLC
|
BUY
|
- |
209+ 1.13% |
$16K - $17.1K
|
18.6K
$1.48M
|
|
|
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
207+ 11.32% |
$15.8K - $16.9K
|
2.04K
$161K
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
206+ 16.48% |
$15.7K - $16.9K
|
1.46K
$115K
|
|
|
Jan 25, 2022
Q4 2021
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
205+ 0.55% |
$15.7K - $16.8K
|
37.5K
$2.97M
|