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 27, 2022
Q4 2021
|
Brown Advisory Securities, LLC
|
SELL
|
- |
-140- 3.37% |
$10.7K - $11.5K
|
4.02K
$318K
|
|
|
Feb 17, 2022
Q4 2021
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-140- 0.6% |
$10.7K - $11.5K
|
23.3K
$1.85M
|
|
|
Jan 24, 2022
Q4 2021
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-141- 1.72% |
$10.8K - $11.5K
|
8.05K
$638K
|
|
|
Jan 21, 2022
Q4 2021
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-141- 1.94% |
$10.8K - $11.5K
|
7.12K
$565K
|
|
|
Feb 11, 2022
Q4 2021
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-145- 1.54% |
$11.1K - $11.9K
|
9.3K
$737K
|
|
|
Jan 19, 2022
Q4 2021
|
West Coast Financial LLC
|
SELL
|
- |
-149- 1.36% |
$11.4K - $12.2K
|
10.8K
$858K
|
|
|
Jan 27, 2022
Q4 2021
|
Lee Danner & Bass Inc
|
SELL
|
- |
-150- 1.04% |
$11.5K - $12.3K
|
14.3K
$1.13M
|
|
|
Feb 17, 2022
Q4 2021
|
V Wealth Advisors LLC
|
SELL
|
- |
-151- 2.86% |
$11.5K - $12.4K
|
5.12K
$406K
|
|
|
Nov 07, 2023
Q4 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-152- 32.0% |
$11.6K - $12.4K
|
323
$25.6K
|
|
|
Jan 31, 2022
Q4 2021
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-153- 2.65% |
$11.7K - $12.5K
|
5.63K
$447K
|
|
|
Feb 11, 2022
Q4 2021
|
Holistic Financial Partners
|
SELL
|
- |
-153- 0.91% |
$11.7K - $12.5K
|
16.6K
$1.32M
|
|
|
Feb 09, 2022
Q4 2021
|
Reston Wealth Management LLC
|
SELL
|
- |
-156- 0.99% |
$11.9K - $12.8K
|
15.6K
$1.23M
|
|
|
Jan 20, 2022
Q4 2021
|
Chicago Capital, LLC
|
SELL
|
- |
-160- 2.18% |
$12.2K - $13.1K
|
7.18K
$570K
|
|
|
Jan 19, 2022
Q4 2021
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-160- 0.28% |
$12.2K - $13.1K
|
58K
$4.6M
|
|
|
Feb 16, 2022
Q4 2021
|
Covington Capital Management
|
SELL
|
- |
-163- 0.14% |
$12.5K - $13.3K
|
115K
$9.12M
|
|
|
Feb 03, 2022
Q4 2021
|
Chesapeake Wealth Management
|
SELL
|
- |
-164- 0.2% |
$12.5K - $13.4K
|
81.9K
$6.5M
|
|
|
Jan 26, 2022
Q4 2021
|
Hya Advisors, Inc
|
SELL
|
- |
-167- 3.07% |
$12.8K - $13.7K
|
5.27K
$418K
|
|
|
Feb 03, 2022
Q4 2021
|
Appleton Partners Inc
|
SELL
|
- |
-168- 0.53% |
$12.8K - $13.7K
|
31.5K
$2.5M
|
|
|
Jan 13, 2022
Q4 2021
|
Sound Income Strategies, LLC
|
SELL
|
- |
-172- 89.58% |
$13.1K - $14.1K
|
20
$1.59K
|
|
|
Jan 28, 2022
Q4 2021
|
Meritage Portfolio Management
|
SELL
|
- |
-180- 4.26% |
$13.8K - $14.7K
|
4.04K
$321K
|
|
|
Jan 27, 2022
Q4 2021
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-181- 5.75% |
$13.8K - $14.8K
|
2.97K
$235K
|
|
|
Jan 21, 2022
Q4 2021
|
Trust CO Of Vermont
|
SELL
|
- |
-185- 0.95% |
$14.1K - $15.1K
|
19.2K
$1.53M
|
|
|
Sep 10, 2024
Q4 2021
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-187- 5.97% |
$14.3K - $15.3K
|
2.95K
$234K
|
|
|
Feb 08, 2022
Q4 2021
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-188- 1.32% |
$14.4K - $15.4K
|
14.1K
$1.12M
|
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
SELL
|
- |
-196- 0.87% |
$15K - $16K
|
22.3K
$1.77M
|
|
|
Jan 05, 2022
Q4 2021
|
Hall Laurie J Trustee
|
SELL
|
- |
-200- 0.7% |
$15.3K - $16.4K
|
28.5K
$2.26M
|
|
|
Jan 03, 2022
Q4 2021
|
Private Asset Management Inc
|
SELL
|
- |
-200- 0.86% |
$15.3K - $16.4K
|
23.2K
$1.84M
|
|
|
Jan 05, 2022
Q4 2021
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-200- 0.1% |
$15.3K - $16.4K
|
192K
$15.2M
|
|
|
Jan 04, 2022
Q4 2021
|
S.A. Mason LLC
|
SELL
|
- |
-200- 4.96% |
$15.3K - $16.4K
|
3.83K
$304K
|
|
|
Jan 18, 2022
Q4 2021
|
Collective Family Office LLC
|
SELL
|
- |
-200- 1.43% |
$15.3K - $16.4K
|
13.8K
$1.1M
|
|
|
Jan 14, 2022
Q4 2021
|
Carlson Capital Management
|
SELL
|
- |
-200- 1.82% |
$15.3K - $16.4K
|
10.8K
$854K
|
|
|
Jan 28, 2022
Q4 2021
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-201- 0.24% |
$15.4K - $16.4K
|
83.9K
$6.66M
|
|
|
Feb 10, 2022
Q4 2021
|
Coastline Trust CO
|
SELL
|
- |
-205- 0.29% |
$15.7K - $16.8K
|
70.2K
$5.57M
|
|
|
Feb 08, 2022
Q4 2021
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-207- 1.13% |
$15.8K - $16.9K
|
18.1K
$1.44M
|
|
|
Mar 11, 2022
Q4 2021
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-213- 0.58% |
$16.3K - $17.4K
|
36.4K
$2.88M
|
|
|
Jan 26, 2022
Q4 2021
|
Landmark Financial Advisors, LLC
|
SELL
|
- |
-218- 1.42% |
$16.7K - $17.8K
|
15.1K
$1.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-224- 1.56% |
$17.1K - $18.3K
|
14.1K
$1.12M
|
|
|
Jan 26, 2022
Q4 2021
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-225- 4.99% |
$17.2K - $18.4K
|
4.28K
$339K
|
|
|
Feb 07, 2022
Q4 2021
|
North Star Asset Management Inc
|
SELL
|
- |
-225- 2.02% |
$17.2K - $18.4K
|
10.9K
$865K
|
|
|
Feb 04, 2022
Q4 2021
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-225- 1.17% |
$17.2K - $18.4K
|
19K
$1.51M
|
|
|
Jan 27, 2022
Q4 2021
|
Plimoth Trust CO LLC
|
SELL
|
- |
-230- 5.4% |
$17.6K - $18.8K
|
4.03K
$320K
|
|
|
Jan 21, 2022
Q4 2021
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-230- 3.06% |
$17.6K - $18.8K
|
7.3K
$579K
|
|
|
Feb 08, 2022
Q4 2021
|
Wambolt & Associates, LLC
|
SELL
|
- |
-233- 5.05% |
$17.8K - $19.1K
|
4.38K
$348K
|
|
|
Sep 01, 2023
Q4 2021
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-235- 4.29% |
$18K - $19.2K
|
5.24K
$416K
|
|
|
Feb 10, 2022
Q4 2021
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-237- 3.07% |
$18.1K - $19.4K
|
7.48K
$593K
|
|
|
Feb 03, 2022
Q4 2021
|
Element Wealth, LLC
|
SELL
|
- |
-242- 3.3% |
$18.5K - $19.8K
|
7.1K
$563K
|
|
|
Feb 15, 2022
Q4 2021
|
Cwa Asset Management Group, LLC
|
SELL
|
- |
-243- 5.34% |
$18.6K - $19.9K
|
4.31K
$342K
|
|
|
Feb 11, 2022
Q4 2021
|
Principle Wealth Partners LLC
|
SELL
|
- |
-246- 7.46% |
$18.8K - $20.1K
|
3.05K
$242K
|
|
|
Jan 10, 2022
Q4 2021
|
Carret Asset Management, LLC
|
SELL
|
- |
-247- 7.31% |
$18.9K - $20.2K
|
3.13K
$248K
|
|
|
Feb 08, 2022
Q4 2021
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-251- 0.83% |
$19.2K - $20.5K
|
29.9K
$2.37M
|