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 |
---|---|---|---|---|---|---|---|
Jan 21, 2022
Q4 2021
|
Telos Capital Management, Inc.
|
SELL
|
- |
-49- 0.66% |
$3.74K - $4.01K
|
7.36K
$584K
|
|
Feb 09, 2022
Q4 2021
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-50- 0.85% |
$3.82K - $4.09K
|
5.83K
$463K
|
|
Jan 25, 2022
Q4 2021
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-50- 0.49% |
$3.82K - $4.09K
|
10.2K
$809K
|
|
May 15, 2024
Q4 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-50- 5.59% |
$3.82K - $4.09K
|
845
$67K
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-52- 1.5% |
$3.97K - $4.26K
|
3.41K
$270K
|
|
Jan 28, 2022
Q4 2021
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-53- 1.31% |
$4.05K - $4.34K
|
4K
$317K
|
|
Feb 07, 2022
Q4 2021
|
Rede Wealth, LLC
|
SELL
|
- |
-55- 0.76% |
$4.2K - $4.5K
|
7.16K
$568K
|
|
Jan 25, 2022
Q4 2021
|
First Command Financial Services, Inc.
|
SELL
|
- |
-59- 1.04% |
$4.51K - $4.83K
|
5.6K
$444K
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-59- 0.07% |
$4.51K - $4.83K
|
81.6K
$6.48M
|
|
Jan 20, 2022
Q4 2021
|
Efficient Advisors, LLC
|
SELL
|
- |
-59- 0.05% |
$4.51K - $4.83K
|
122K
$9.69M
|
|
Feb 01, 2022
Q4 2021
|
One Day In July LLC
|
SELL
|
- |
-60- 2.02% |
$4.58K - $4.91K
|
2.91K
$231K
|
|
Feb 09, 2022
Q4 2021
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-61- 0.64% |
$4.66K - $4.99K
|
9.5K
$753K
|
|
Feb 14, 2022
Q4 2021
|
Family Management Corp
New York, NY |
SELL
|
- |
-63Closed |
$4.81K - $5.16K
|
0
$0
|
|
Jan 02, 2024
Q4 2021
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-63- 0.9% |
$4.81K - $5.16K
|
6.97K
$553K
|
|
Feb 09, 2022
Q4 2021
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-66- 0.91% |
$5.04K - $5.4K
|
7.22K
$572K
|
|
Feb 14, 2022
Q4 2021
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-68- 0.25% |
$5.2K - $5.56K
|
27.1K
$2.15M
|
|
Jan 21, 2022
Q4 2021
|
Blb&B Advisors, LLC
|
SELL
|
- |
-69- 0.27% |
$5.27K - $5.65K
|
25.6K
$2.03M
|
|
Feb 11, 2022
Q4 2021
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-70- 1.41% |
$5.35K - $5.73K
|
4.91K
$389K
|
|
Feb 02, 2022
Q4 2021
|
Townsend Asset Management Corp
|
SELL
|
- |
-72- 0.72% |
$5.5K - $5.89K
|
9.95K
$789K
|
|
Jan 19, 2022
Q4 2021
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-74- 1.71% |
$5.65K - $6.06K
|
4.27K
$338K
|
|
Feb 03, 2022
Q4 2021
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-75- 8.53% |
$5.73K - $6.14K
|
804
$63.8K
|
|
Feb 11, 2022
Q4 2021
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-83- 0.27% |
$6.34K - $6.79K
|
31K
$2.46M
|
|
Jan 26, 2022
Q4 2021
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-96- 1.53% |
$7.33K - $7.86K
|
6.19K
$491K
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-97- 0.07% |
$7.41K - $7.94K
|
135K
$10.7M
|
|
Jan 14, 2022
Q4 2021
|
First Financial Corp
|
SELL
|
- |
-98- 5.61% |
$7.49K - $8.02K
|
1.65K
$131K
|
|
Feb 14, 2022
Q4 2021
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
SELL
|
- |
-98- 2.53% |
$7.49K - $8.02K
|
3.77K
$299K
|
|
Feb 10, 2022
Q4 2021
|
Good Life Advisors, LLC
|
SELL
|
- |
-99- 2.31% |
$7.56K - $8.1K
|
4.18K
$331K
|
|
Feb 14, 2022
Q4 2021
|
Merit Financial Group, LLC
|
SELL
|
- |
-99- 1.18% |
$7.56K - $8.1K
|
8.31K
$659K
|
|
Jan 03, 2022
Q4 2021
|
Bath Savings Trust CO
|
SELL
|
- |
-100- 2.39% |
$7.64K - $8.18K
|
4.08K
$324K
|
|
Jan 24, 2022
Q4 2021
|
Rothschild Investment Corp
|
SELL
|
- |
-100- 0.38% |
$7.64K - $8.18K
|
26K
$2.06M
|
|
Jan 26, 2022
Q4 2021
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-100- 1.29% |
$7.64K - $8.18K
|
7.65K
$607K
|
|
Feb 14, 2022
Q4 2021
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-102- 0.17% |
$7.79K - $8.35K
|
58.7K
$4.66M
|
|
Jan 25, 2022
Q4 2021
|
Montecito Bank & Trust
|
SELL
|
- |
-104- 0.35% |
$7.95K - $8.51K
|
29.8K
$2.36M
|
|
Feb 14, 2022
Q4 2021
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-104Closed |
$7.95K - $8.51K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-106- 20.87% |
$8.1K - $8.67K
|
402
$31.9K
|
|
Feb 01, 2022
Q4 2021
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-106- 1.22% |
$8.1K - $8.67K
|
8.57K
$679K
|
|
Jan 28, 2022
Q4 2021
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-108- 1.57% |
$8.25K - $8.84K
|
6.76K
$536K
|
|
Feb 11, 2022
Q4 2021
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-108- 2.15% |
$8.25K - $8.84K
|
4.92K
$390K
|
|
Feb 14, 2022
Q4 2021
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-112- 4.09% |
$8.56K - $9.16K
|
2.63K
$208K
|
|
Jan 21, 2022
Q4 2021
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-118- 2.05% |
$9.02K - $9.66K
|
5.63K
$446K
|
|
Jan 18, 2022
Q4 2021
|
Norway Savings Bank
|
SELL
|
- |
-120- 1.34% |
$9.17K - $9.82K
|
8.83K
$700K
|
|
Jan 20, 2022
Q4 2021
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-124- 2.07% |
$9.47K - $10.1K
|
5.87K
$466K
|
|
Jan 19, 2022
Q4 2021
|
Schwab Charitable Fund
|
SELL
|
- |
-124- 2.12% |
$9.47K - $10.1K
|
5.72K
$454K
|
|
Jan 28, 2022
Q4 2021
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-128- 3.81% |
$9.78K - $10.5K
|
3.23K
$256K
|
|
Jan 27, 2022
Q4 2021
|
Baldrige Asset Management LLC
|
SELL
|
- |
-131- 3.93% |
$10K - $10.7K
|
3.2K
$254K
|
|
Jan 26, 2022
Q4 2021
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-132- 0.34% |
$10.1K - $10.8K
|
39.1K
$3.1M
|
|
Feb 08, 2022
Q4 2021
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-133- 0.19% |
$10.2K - $10.9K
|
71K
$5.63M
|
|
Jan 20, 2022
Q4 2021
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-134- 2.07% |
$10.2K - $11K
|
6.33K
$502K
|
|
Feb 14, 2022
Q4 2021
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-137- 0.33% |
$10.5K - $11.2K
|
40.8K
$3.24M
|
|
Jan 27, 2022
Q4 2021
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-138- 0.44% |
$10.5K - $11.3K
|
31.4K
$2.49M
|