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 14, 2022
Q4 2021
|
Madden Securities Corp
|
SELL
|
- |
-500- 11.55% |
$38.2K - $40.9K
|
3.83K
$304K
|
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
SELL
|
- |
-501- 1.32% |
$38.3K - $41K
|
37.5K
$2.98M
|
|
|
Feb 09, 2022
Q4 2021
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-506- 0.67% |
$38.7K - $41.4K
|
74.7K
$5.92M
|
|
|
Jan 27, 2022
Q4 2021
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-533Closed |
$40.7K - $43.6K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-539- 2.19% |
$41.2K - $44.1K
|
24K
$1.91M
|
|
|
Feb 04, 2022
Q4 2021
|
Ntv Asset Management LLC
|
SELL
|
- |
-555- 2.1% |
$42.4K - $45.4K
|
25.9K
$2.05M
|
|
|
Feb 09, 2022
Q4 2021
|
Stegner Investment Associates Inc.
|
SELL
|
- |
-567- 0.96% |
$43.3K - $46.4K
|
58.4K
$4.64M
|
|
|
Jan 27, 2022
Q4 2021
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-575- 16.55% |
$43.9K - $47.1K
|
2.9K
$230K
|
|
|
Jan 26, 2022
Q4 2021
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-578- 0.96% |
$44.2K - $47.3K
|
59.3K
$4.7M
|
|
|
Jan 10, 2022
Q4 2021
|
Bremer Bank National Association
|
SELL
|
- |
-589- 1.76% |
$45K - $48.2K
|
32.9K
$2.61M
|
|
|
Feb 11, 2022
Q4 2021
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-595- 2.57% |
$45.5K - $48.7K
|
22.5K
$1.79M
|
|
|
Feb 11, 2022
Q4 2021
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-596- 50.51% |
$45.5K - $48.8K
|
584
$46.3K
|
|
|
Jan 31, 2022
Q4 2021
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-600- 14.09% |
$45.8K - $49.1K
|
3.66K
$290K
|
|
|
Feb 09, 2022
Q4 2021
|
1 St Source Bank
|
SELL
|
- |
-600- 0.18% |
$45.8K - $49.1K
|
339K
$26.9M
|
|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
SELL
|
- |
-601- 6.6% |
$45.9K - $49.2K
|
8.51K
$675K
|
|
|
Jan 27, 2022
Q4 2021
|
Paragon Capital Management LTD
|
SELL
|
- |
-601- 2.8% |
$45.9K - $49.2K
|
20.9K
$1.66M
|
|
|
Feb 02, 2022
Q4 2021
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-602- 4.81% |
$46K - $49.3K
|
11.9K
$944K
|
|
|
Feb 15, 2022
Q4 2021
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-614- 5.52% |
$46.9K - $50.2K
|
10.5K
$833K
|
|
|
Jan 24, 2022
Q4 2021
|
Highland Private Wealth Management
|
SELL
|
- |
-640- 1.38% |
$48.9K - $52.4K
|
45.7K
$3.63M
|
|
|
Jan 26, 2022
Q4 2021
|
Transform Wealth, LLC
|
SELL
|
- |
-643- 4.52% |
$49.1K - $52.6K
|
13.6K
$1.08M
|
|
|
Jan 12, 2022
Q4 2021
|
First Hawaiian Bank
|
SELL
|
- |
-644- 0.21% |
$49.2K - $52.7K
|
309K
$24.5M
|
|
|
Jan 28, 2022
Q4 2021
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-650- 2.45% |
$49.7K - $53.2K
|
25.9K
$2.05M
|
|
|
Feb 07, 2022
Q4 2021
|
Phillips Financial Management, LLC
|
SELL
|
- |
-657- 0.68% |
$50.2K - $53.8K
|
96.4K
$7.65M
|
|
|
Feb 07, 2022
Q4 2021
|
Brr Op Co, LLC
|
SELL
|
- |
-658- 6.06% |
$50.3K - $53.8K
|
10.2K
$810K
|
|
|
Feb 08, 2022
Q4 2021
|
Venture Visionary Partners LLC
|
SELL
|
- |
-661- 0.53% |
$50.5K - $54.1K
|
123K
$9.76M
|
|
|
Feb 10, 2022
Q4 2021
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-665- 12.61% |
$50.8K - $54.4K
|
4.61K
$366K
|
|
|
Jan 18, 2022
Q4 2021
|
Atlas Brown,Inc.
|
SELL
|
- |
-675- 2.28% |
$51.6K - $55.2K
|
28.9K
$2.29M
|
|
|
Feb 17, 2022
Q4 2021
|
Westshore Wealth, LLC
|
SELL
|
- |
-675- 2.68% |
$51.6K - $55.2K
|
24.5K
$1.94M
|
|
|
Jan 07, 2022
Q4 2021
|
Vigilare Wealth Management
|
SELL
|
- |
-687- 9.68% |
$52.5K - $56.2K
|
6.41K
$509K
|
|
|
Jan 18, 2022
Q4 2021
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-710- 1.78% |
$54.2K - $58.1K
|
39.2K
$3.11M
|
|
|
Feb 02, 2022
Q4 2021
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-724- 3.02% |
$55.3K - $59.2K
|
23.2K
$1.84M
|
|
|
Feb 14, 2022
Q4 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-733- 1.39% |
$56K - $60K
|
51.9K
$4.11M
|
|
|
Jan 28, 2022
Q4 2021
|
Berkshire Bank
|
SELL
|
- |
-739- 4.96% |
$56.5K - $60.5K
|
14.2K
$1.12M
|
|
|
Jan 24, 2022
Q4 2021
|
Members Trust CO
|
SELL
|
- |
-746- 1.13% |
$57K - $61K
|
65.3K
$5.18M
|
|
|
Feb 15, 2022
Q4 2021
|
Hudson Portfolio Management LLC
Garrison, NY |
SELL
|
- |
-780- 16.05% |
$59.6K - $63.8K
|
4.08K
$324K
|
|
|
Jan 14, 2022
Q4 2021
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-783- 21.46% |
$59.8K - $64.1K
|
2.87K
$227K
|
|
|
Feb 14, 2022
Q4 2021
|
Jordan Park Group LLC
|
SELL
|
- |
-795- 2.0% |
$60.7K - $65.1K
|
38.9K
$3.09M
|
|
|
Feb 11, 2022
Q4 2021
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-795- 1.55% |
$60.7K - $65.1K
|
50.5K
$4M
|
|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-802- 0.27% |
$61.3K - $65.6K
|
296K
$23.4M
|
|
|
Feb 10, 2022
Q4 2021
|
Bailard, Inc.
|
SELL
|
- |
-810- 1.29% |
$61.9K - $66.3K
|
61.8K
$4.9M
|
|
|
Feb 08, 2022
Q4 2021
|
Asset Planning Corporation
|
SELL
|
- |
-817- 1.45% |
$62.4K - $66.9K
|
55.6K
$4.41M
|
|
|
Aug 12, 2024
Q4 2021
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-819- 22.95% |
$62.6K - $67K
|
2.75K
$218K
|
|
|
Jan 25, 2022
Q4 2021
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-822- 55.69% |
$62.8K - $67.3K
|
654
$51.9K
|
|
|
Feb 11, 2022
Q4 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-823- 10.4% |
$62.9K - $67.3K
|
7.09K
$562K
|
|
|
Jan 10, 2022
Q4 2021
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-839- 7.79% |
$64.1K - $68.7K
|
9.93K
$787K
|
|
|
Feb 11, 2022
Q4 2021
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-845- 1.38% |
$64.6K - $69.1K
|
60.4K
$4.79M
|
|
|
Jan 25, 2022
Q4 2021
|
Old National Bancorp
|
SELL
|
- |
-846- 3.77% |
$64.6K - $69.2K
|
21.6K
$1.71M
|
|
|
Feb 11, 2022
Q4 2021
|
Iron Financial, LLC
|
SELL
|
- |
-849- 12.91% |
$64.9K - $69.5K
|
5.73K
$454K
|
|
|
Feb 01, 2022
Q4 2021
|
Round Table Services, LLC
|
SELL
|
- |
-850- 5.19% |
$64.9K - $69.6K
|
15.5K
$1.23M
|
|
|
Feb 09, 2022
Q4 2021
|
Connolly Sarah T.
Boston, MA |
SELL
|
- |
-860- 5.92% |
$65.7K - $70.4K
|
13.7K
$1.08M
|