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
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
205+ 1.62% |
$15.7K - $16.8K
|
12.8K
$1.02M
|
|
|
Jan 11, 2022
Q4 2021
|
Uma Financial Services, Inc.
|
BUY
|
- |
204+ 1.27% |
$15.6K - $16.7K
|
16.3K
$1.29M
|
|
|
Feb 02, 2022
Q4 2021
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
200+ 2.89% |
$15.3K - $16.4K
|
7.12K
$565K
|
|
|
Feb 14, 2022
Q4 2021
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
200+ 0.82% |
$15.3K - $16.4K
|
24.5K
$1.95M
|
|
|
Feb 14, 2022
Q4 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
197+ 67.93% |
$15.1K - $16.1K
|
487
$38.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
195+ 1.84% |
$14.9K - $16K
|
10.8K
$854K
|
|
|
Feb 01, 2022
Q4 2021
|
Traynor Capital Management, Inc.
|
BUY
|
- |
193+ 4.57% |
$14.7K - $15.8K
|
4.42K
$350K
|
|
|
Feb 14, 2022
Q4 2021
|
S&T Bank
Indiana, PA |
BUY
|
- |
192+ 2.56% |
$14.7K - $15.7K
|
7.7K
$611K
|
|
|
Feb 14, 2022
Q4 2021
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
187+ 1.57% |
$14.3K - $15.3K
|
12.1K
$961K
|
|
|
Feb 11, 2022
Q4 2021
|
Hoyle Cohen, LLC
|
BUY
|
- |
185+ 1.63% |
$14.1K - $15.1K
|
11.5K
$914K
|
|
|
Feb 10, 2022
Q4 2021
|
Independent Wealth Network Inc.
|
BUY
|
- |
184+ 2.59% |
$14.1K - $15.1K
|
7.29K
$578K
|
|
|
Feb 11, 2022
Q4 2021
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
182+ 1.71% |
$13.9K - $14.9K
|
10.8K
$860K
|
|
|
Mar 17, 2022
Q4 2021
|
Integrity Financial Corp
|
BUY
|
- |
181New |
$13.8K - $14.8K
|
181
$14.4K
|
|
|
Feb 04, 2022
Q4 2021
|
Investment Partners, Ltd.
|
BUY
|
- |
181+ 0.36% |
$13.8K - $14.8K
|
49.9K
$3.96M
|
|
|
Feb 08, 2022
Q4 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
180+ 3.64% |
$13.8K - $14.7K
|
5.13K
$407K
|
|
|
Feb 09, 2022
Q4 2021
|
Epiq Capital Group, LLC
San Francisco, CA |
BUY
|
- |
179+ 1.77% |
$13.7K - $14.6K
|
10.3K
$818K
|
|
|
Feb 10, 2022
Q4 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
174+ 2.09% |
$13.3K - $14.2K
|
8.5K
$674K
|
|
|
Feb 14, 2022
Q4 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
173+ 1.82% |
$13.2K - $14.2K
|
9.7K
$769K
|
|
|
Jan 20, 2022
Q4 2021
|
Level Financial Advisors, Inc.
|
BUY
|
- |
168New |
$12.8K - $13.7K
|
168
$13.3K
|
|
|
Jan 26, 2022
Q4 2021
|
Sightline Wealth Advisors, LLC
|
BUY
|
- |
165+ 1.18% |
$12.6K - $13.5K
|
14.1K
$1.12M
|
|
|
Jan 19, 2022
Q4 2021
|
Ti Trust, Inc
|
BUY
|
- |
164+ 2.36% |
$12.5K - $13.4K
|
7.11K
$563K
|
|
|
Feb 11, 2022
Q4 2021
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
162+ 1.78% |
$12.4K - $13.3K
|
9.28K
$736K
|
|
|
Feb 11, 2022
Q4 2021
|
Scotia Capital Inc.
|
BUY
|
- |
161+ 0.4% |
$12.3K - $13.2K
|
40.5K
$3.21M
|
|
|
Feb 14, 2022
Q4 2021
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
158+ 1.63% |
$12.1K - $12.9K
|
9.87K
$782K
|
|
|
Jan 24, 2022
Q4 2021
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
157+ 1.59% |
$12K - $12.8K
|
10K
$793K
|
|
|
Jan 28, 2022
Q4 2021
|
American Research & Management Co.
|
BUY
|
- |
150New |
$11.5K - $12.3K
|
150
$11.9K
|
|
|
Jan 27, 2022
Q4 2021
|
Fullen Financial Group
|
BUY
|
- |
150+ 0.91% |
$11.5K - $12.3K
|
16.7K
$1.32M
|
|
|
Jan 31, 2022
Q4 2021
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
143+ 9.18% |
$10.9K - $11.7K
|
1.7K
$135K
|
|
|
Feb 10, 2022
Q4 2021
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
142+ 0.66% |
$10.8K - $11.6K
|
21.7K
$1.72M
|
|
|
Feb 11, 2022
Q4 2021
|
Burney CO
Reston, VA |
BUY
|
- |
142+ 1.36% |
$10.8K - $11.6K
|
10.6K
$839K
|
|
|
Feb 08, 2022
Q4 2021
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
140+ 2.12% |
$10.7K - $11.5K
|
6.75K
$535K
|
|
|
Feb 11, 2022
Q4 2021
|
True North Advisors, LLC
|
BUY
|
- |
140+ 2.88% |
$10.7K - $11.5K
|
5K
$396K
|
|
|
Feb 08, 2022
Q4 2021
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
139+ 1.15% |
$10.6K - $11.4K
|
12.2K
$970K
|
|
|
Jan 18, 2022
Q4 2021
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
135+ 1.91% |
$10.3K - $11K
|
7.19K
$570K
|
|
|
Feb 11, 2022
Q4 2021
|
Firestone Capital Management
|
BUY
|
- |
135+ 0.74% |
$10.3K - $11K
|
18.3K
$1.45M
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthgate Family Office, LLC
|
BUY
|
- |
133+ 0.38% |
$10.2K - $10.9K
|
34.8K
$2.76M
|
|
|
Feb 14, 2022
Q4 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
132+ 4.99% |
$10.1K - $10.8K
|
2.78K
$220K
|
|
|
Feb 08, 2022
Q4 2021
|
Keudell
|
BUY
|
- |
129+ 1.58% |
$9.86K - $10.6K
|
8.29K
$658K
|
|
|
Feb 03, 2022
Q4 2021
|
Steward Financial Group LLC
|
BUY
|
- |
128New |
$9.78K - $10.5K
|
128
$10.2K
|
|
|
Feb 07, 2022
Q4 2021
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
126+ 1.72% |
$9.63K - $10.3K
|
7.44K
$590K
|
|
|
Feb 08, 2022
Q4 2021
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
120+ 2.74% |
$9.17K - $9.82K
|
4.49K
$356K
|
|
|
Jan 20, 2022
Q4 2021
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
119+ 0.21% |
$9.09K - $9.74K
|
57.5K
$4.56M
|
|
|
Feb 11, 2022
Q4 2021
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
117+ 0.41% |
$8.94K - $9.57K
|
28.4K
$2.26M
|
|
|
Feb 11, 2022
Q4 2021
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
115+ 0.42% |
$8.79K - $9.41K
|
27.7K
$2.2M
|
|
|
Feb 01, 2022
Q4 2021
|
Eidelman Virant Capital
|
BUY
|
- |
110+ 1.77% |
$8.4K - $9K
|
6.33K
$502K
|
|
|
Feb 02, 2022
Q4 2021
|
Barnett & Company, Inc.
|
BUY
|
- |
108+ 66.67% |
$8.25K - $8.84K
|
270
$21.4K
|
|
|
Feb 02, 2022
Q4 2021
|
Wp Advisors, LLC
|
BUY
|
- |
103+ 1.77% |
$7.87K - $8.43K
|
5.91K
$469K
|
|
|
Feb 15, 2022
Q4 2021
|
Westside Investment Management, Inc.
|
BUY
|
- |
102+ 4.23% |
$7.79K - $8.35K
|
2.52K
$200K
|
|
|
Feb 02, 2022
Q4 2021
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
101+ 2.28% |
$7.72K - $8.26K
|
4.54K
$360K
|
|
|
Jan 14, 2022
Q4 2021
|
Avity Investment Management Inc.
|
BUY
|
- |
100+ 0.87% |
$7.64K - $8.18K
|
11.5K
$915K
|