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 |
---|---|---|---|---|---|---|---|
May 12, 2022
Q4 2021
|
Quent Capital, LLC
|
SELL
|
- |
-1- -0.0% |
$76.4 - $81.8
|
112K
$8.89M
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-2Closed |
$153 - $164
|
0
$0
|
|
Jan 24, 2022
Q4 2021
|
Morgan Rosel Wealth Management, LLC
|
SELL
|
- |
-3- 0.06% |
$229 - $245
|
4.82K
$382K
|
|
Jan 19, 2022
Q4 2021
|
Wealth Architects, LLC
|
SELL
|
- |
-3- 0.03% |
$229 - $245
|
8.89K
$705K
|
|
Feb 15, 2022
Q4 2021
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-3- 0.04% |
$229 - $245
|
7.74K
$614K
|
|
Jan 19, 2022
Q4 2021
|
Ht Partners LLC
|
SELL
|
- |
-5- -0.0% |
$382 - $409
|
633K
$50.2M
|
|
Jan 25, 2022
Q4 2021
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-5- 0.14% |
$382 - $409
|
3.57K
$283K
|
|
Feb 01, 2022
Q4 2021
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-7- 0.17% |
$535 - $573
|
4.23K
$335K
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-7- 19.44% |
$535 - $573
|
29
$2.3K
|
|
Feb 14, 2022
Q4 2021
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-9- 0.12% |
$688 - $736
|
7.53K
$597K
|
|
Feb 15, 2022
Q4 2021
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-10- 0.14% |
$764 - $818
|
7.38K
$585K
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-10- 0.09% |
$764 - $818
|
11.3K
$899K
|
|
Jan 28, 2022
Q4 2021
|
Highland Capital Management, LLC
|
SELL
|
- |
-11- 0.08% |
$840 - $900
|
13.6K
$1.08M
|
|
Feb 10, 2022
Q4 2021
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-12- 0.34% |
$917 - $982
|
3.48K
$276K
|
|
Jan 25, 2022
Q4 2021
|
Private Ocean, LLC
|
SELL
|
- |
-14- 0.05% |
$1.07K - $1.15K
|
30.6K
$2.42M
|
|
Jan 28, 2022
Q4 2021
|
Bar Harbor Trust Services
Ellsworth, ME |
SELL
|
- |
-14- 0.41% |
$1.07K - $1.15K
|
3.36K
$267K
|
|
Feb 14, 2022
Q4 2021
|
Jag Capital Management, LLC
|
SELL
|
- |
-15- 0.25% |
$1.15K - $1.23K
|
6.1K
$483K
|
|
Feb 04, 2022
Q4 2021
|
Abbrea Capital, LLC
|
SELL
|
- |
-15- 0.05% |
$1.15K - $1.23K
|
31.9K
$2.53M
|
|
Feb 15, 2022
Q4 2021
|
Systematic Alpha Investments, LLC
Princeton, NJ |
SELL
|
- |
-15Closed |
$1.15K - $1.23K
|
0
$0
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-17- 0.07% |
$1.3K - $1.39K
|
23.6K
$1.88M
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-19- 1.4% |
$1.45K - $1.55K
|
1.34K
$106K
|
|
Feb 02, 2022
Q4 2021
|
Oak Family Advisors, LLC
|
SELL
|
- |
-20- 0.22% |
$1.53K - $1.64K
|
8.97K
$711K
|
|
Feb 08, 2022
Q4 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-22- 24.44% |
$1.68K - $1.8K
|
68
$5.39K
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-23- 0.04% |
$1.76K - $1.88K
|
51.5K
$4.08M
|
|
Jan 31, 2022
Q4 2021
|
Spinnaker Trust
|
SELL
|
- |
-25- 0.49% |
$1.91K - $2.05K
|
5.09K
$403K
|
|
Feb 07, 2022
Q4 2021
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-25- 0.98% |
$1.91K - $2.05K
|
2.53K
$201K
|
|
Feb 15, 2022
Q4 2021
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-26Closed |
$1.99K - $2.13K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-26- 0.1% |
$1.99K - $2.13K
|
26.8K
$2.13M
|
|
Feb 14, 2022
Q4 2021
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-28- 0.17% |
$2.14K - $2.29K
|
16.8K
$1.33M
|
|
Jan 26, 2022
Q4 2021
|
Successful Portfolios LLC
|
SELL
|
- |
-29- 0.62% |
$2.22K - $2.37K
|
4.61K
$366K
|
|
Feb 08, 2022
Q4 2021
|
Nvwm, LLC
|
SELL
|
- |
-29- 82.86% |
$2.22K - $2.37K
|
6
$476
|
|
Feb 04, 2022
Q4 2021
|
Gainplan LLC
Bloomfield Hills, MI |
SELL
|
- |
-29- 1.03% |
$2.22K - $2.37K
|
2.77K
$220K
|
|
Jan 27, 2022
Q4 2021
|
Peoples Bank
|
SELL
|
- |
-30- 0.33% |
$2.29K - $2.45K
|
9.19K
$729K
|
|
Feb 07, 2022
Q4 2021
|
Oakworth Capital, Inc.
|
SELL
|
- |
-30- 1.57% |
$2.29K - $2.45K
|
1.88K
$149K
|
|
Jan 14, 2022
Q4 2021
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-31- 0.03% |
$2.37K - $2.54K
|
107K
$8.46M
|
|
Feb 14, 2022
Q4 2021
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-31- 0.4% |
$2.37K - $2.54K
|
7.63K
$605K
|
|
Jan 21, 2022
Q4 2021
|
Ewg Elevate Inc.
|
SELL
|
- |
-34- 0.17% |
$2.6K - $2.78K
|
19.8K
$1.57M
|
|
Jan 28, 2022
Q4 2021
|
First Bancorp, Inc
|
SELL
|
- |
-35- 0.17% |
$2.67K - $2.86K
|
20.2K
$1.6M
|
|
Jan 18, 2022
Q4 2021
|
Caprock Group, Inc.
|
SELL
|
- |
-35- 0.08% |
$2.67K - $2.86K
|
45.5K
$3.61M
|
|
Feb 11, 2022
Q4 2021
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-35- 0.64% |
$2.67K - $2.86K
|
5.46K
$433K
|
|
Feb 11, 2022
Q4 2021
|
Psi Advisors, LLC
|
SELL
|
- |
-37- 0.99% |
$2.83K - $3.03K
|
3.69K
$293K
|
|
Jan 14, 2022
Q4 2021
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-37Closed |
$2.83K - $3.03K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-37- 1.28% |
$2.83K - $3.03K
|
2.85K
$226K
|
|
Feb 14, 2022
Q4 2021
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-40- 0.54% |
$3.06K - $3.27K
|
7.36K
$584K
|
|
Feb 14, 2022
Q4 2021
|
Ifg Advisory, LLC
|
SELL
|
- |
-41- 0.28% |
$3.13K - $3.36K
|
14.5K
$1.15M
|
|
Jan 14, 2022
Q4 2021
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-42- 1.17% |
$3.21K - $3.44K
|
3.56K
$282K
|
|
Jan 04, 2022
Q4 2021
|
Beacon Capital Management, Inc.
|
SELL
|
- |
-42Closed |
$3.21K - $3.44K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-42- 0.1% |
$3.21K - $3.44K
|
43.7K
$3.47M
|
|
Jan 10, 2022
Q4 2021
|
Boltwood Capital Management
|
SELL
|
- |
-45- 0.13% |
$3.44K - $3.68K
|
34.7K
$2.75M
|
|
Feb 07, 2022
Q4 2021
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-47- 0.94% |
$3.59K - $3.85K
|
4.97K
$394K
|