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 20, 2022
Q4 2021
|
Moller Financial Services
|
SELL
|
- |
-255- 0.36% |
$19.5K - $20.9K
|
70.3K
$5.57M
|
|
|
Jan 28, 2022
Q4 2021
|
Newport Capital Group, LLC
|
SELL
|
- |
-258- 0.95% |
$19.7K - $21.1K
|
26.8K
$2.13M
|
|
|
Feb 11, 2022
Q4 2021
|
Sonata Capital Group Inc
|
SELL
|
- |
-260- 5.08% |
$19.9K - $21.3K
|
4.86K
$385K
|
|
|
Feb 14, 2022
Q4 2021
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-274- 4.79% |
$20.9K - $22.4K
|
5.44K
$432K
|
|
|
Feb 15, 2022
Q4 2021
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-275- 0.82% |
$21K - $22.5K
|
33.2K
$2.63M
|
|
|
Feb 11, 2022
Q4 2021
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-276- 2.86% |
$21.1K - $22.6K
|
9.38K
$744K
|
|
|
Jan 25, 2022
Q4 2021
|
Moseley Investment Management Inc
|
SELL
|
- |
-278- 9.22% |
$21.2K - $22.7K
|
2.74K
$217K
|
|
|
Jan 13, 2022
Q4 2021
|
Adirondack Trust CO
|
SELL
|
- |
-285- 2.74% |
$21.8K - $23.3K
|
10.1K
$803K
|
|
|
Jan 26, 2022
Q4 2021
|
Cabot Wealth Management Inc
|
SELL
|
- |
-289- 9.32% |
$22.1K - $23.6K
|
2.81K
$223K
|
|
|
Jan 31, 2022
Q4 2021
|
Altium Wealth Management LLC
|
SELL
|
- |
-296- 4.08% |
$22.6K - $24.2K
|
6.96K
$552K
|
|
|
Jan 13, 2022
Q4 2021
|
Qp Wealth Management, LLC
|
SELL
|
- |
-300- 2.67% |
$22.9K - $24.5K
|
10.9K
$866K
|
|
|
Jan 28, 2022
Q4 2021
|
Dearborn Partners LLC
|
SELL
|
- |
-300- 4.64% |
$22.9K - $24.5K
|
6.16K
$489K
|
|
|
Feb 22, 2022
Q4 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-300Closed |
$22.9K - $24.5K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
In Track Investment Management Inc
|
SELL
|
- |
-310- 0.85% |
$23.7K - $25.4K
|
36.2K
$2.87M
|
|
|
Feb 14, 2022
Q4 2021
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-310- 0.06% |
$23.7K - $25.4K
|
508K
$40.3M
|
|
|
Feb 07, 2022
Q4 2021
|
Cornerstone Investment Partners, LLC
|
SELL
|
- |
-313- 8.17% |
$23.9K - $25.6K
|
3.52K
$279K
|
|
|
Feb 14, 2022
Q4 2021
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
SELL
|
- |
-325- 0.8% |
$24.8K - $26.6K
|
40.1K
$3.18M
|
|
|
Feb 10, 2022
Q4 2021
|
Ironwood Investment Management LLC
Boston, MA |
SELL
|
- |
-329- 0.66% |
$25.1K - $26.9K
|
49.5K
$3.93M
|
|
|
Feb 01, 2022
Q4 2021
|
Xml Financial, LLC
|
SELL
|
- |
-334- 0.78% |
$25.5K - $27.3K
|
42.4K
$3.36M
|
|
|
Feb 01, 2022
Q4 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-337- 51.22% |
$25.7K - $27.6K
|
321
$25.5K
|
|
|
Jan 10, 2022
Q4 2021
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-343- 0.84% |
$26.2K - $28.1K
|
40.6K
$3.22M
|
|
|
Feb 14, 2022
Q4 2021
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-344- 5.28% |
$26.3K - $28.1K
|
6.17K
$490K
|
|
|
Feb 08, 2022
Q4 2021
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-350- 3.97% |
$26.7K - $28.6K
|
8.47K
$672K
|
|
|
Feb 14, 2022
Q4 2021
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-350- 7.26% |
$26.7K - $28.6K
|
4.47K
$355K
|
|
|
Jan 19, 2022
Q4 2021
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-354- 4.04% |
$27K - $29K
|
8.42K
$668K
|
|
|
Jan 14, 2022
Q4 2021
|
Autus Asset Management, LLC
|
SELL
|
- |
-354- 3.94% |
$27K - $29K
|
8.63K
$685K
|
|
|
Feb 02, 2022
Q4 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-359- 4.23% |
$27.4K - $29.4K
|
8.13K
$645K
|
|
|
Jan 18, 2022
Q4 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-364- 1.05% |
$27.8K - $29.8K
|
34.2K
$2.71M
|
|
|
Jan 20, 2022
Q4 2021
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-369- 0.87% |
$28.2K - $30.2K
|
42.2K
$3.35M
|
|
|
Jan 31, 2022
Q4 2021
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-375- 10.38% |
$28.7K - $30.7K
|
3.24K
$257K
|
|
|
Jan 21, 2022
Q4 2021
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-388- 4.84% |
$29.6K - $31.8K
|
7.63K
$605K
|
|
|
Feb 11, 2022
Q4 2021
|
E Rn Financial, LLC
|
SELL
|
- |
-391- 0.39% |
$29.9K - $32K
|
98.7K
$7.83M
|
|
|
Feb 08, 2022
Q4 2021
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-391- 47.74% |
$29.9K - $32K
|
428
$33.9K
|
|
|
Feb 10, 2022
Q4 2021
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-395- 2.02% |
$30.2K - $32.3K
|
19.1K
$1.52M
|
|
|
Feb 14, 2022
Q4 2021
|
Ade, LLC
|
SELL
|
- |
-398Closed |
$30.4K - $32.6K
|
0
$0
|
|
|
Jan 25, 2022
Q4 2021
|
Mc Cutchen Group LLC
|
SELL
|
- |
-400- 0.31% |
$30.6K - $32.7K
|
129K
$10.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-403- 56.52% |
$30.8K - $33K
|
310
$24.6K
|
|
|
Feb 02, 2022
Q4 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-409- 26.58% |
$31.2K - $33.5K
|
1.13K
$89.6K
|
|
|
Jan 24, 2022
Q4 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-409- 1.35% |
$31.2K - $33.5K
|
29.9K
$2.37M
|
|
|
Jan 11, 2022
Q4 2021
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-414- 7.38% |
$31.6K - $33.9K
|
5.19K
$412K
|
|
|
Feb 09, 2022
Q4 2021
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-437- 6.92% |
$33.4K - $35.8K
|
5.88K
$466K
|
|
|
Feb 01, 2022
Q4 2021
|
Calamos Wealth Management LLC
|
SELL
|
- |
-438- 3.8% |
$33.5K - $35.8K
|
11.1K
$880K
|
|
|
Feb 14, 2022
Q4 2021
|
Berkeley Capital Partners, LLC
|
SELL
|
- |
-439- 6.3% |
$33.5K - $35.9K
|
6.53K
$518K
|
|
|
Jan 18, 2022
Q4 2021
|
Pacific Financial Group Inc
|
SELL
|
- |
-449- 8.88% |
$34.3K - $36.7K
|
4.61K
$366K
|
|
|
Feb 11, 2022
Q4 2021
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-450- 13.8% |
$34.4K - $36.8K
|
2.81K
$223K
|
|
|
Jan 21, 2022
Q4 2021
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-454- 1.66% |
$34.7K - $37.2K
|
26.9K
$2.14M
|
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
SELL
|
- |
-460- 6.58% |
$35.1K - $37.6K
|
6.53K
$518K
|
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-479Closed |
$36.6K - $39.2K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-490- 1.28% |
$37.4K - $40.1K
|
37.7K
$2.99M
|
|
|
Feb 02, 2022
Q4 2021
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-500- 11.49% |
$38.2K - $40.9K
|
3.85K
$305K
|