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 |
---|---|---|---|---|---|---|---|
Feb 14, 2022
Q4 2021
|
Orin Green Financial, LLC
|
SELL
|
- |
-2.47K- 2.33% |
$188K - $202K
|
103K
$8.21M
|
|
Jan 26, 2022
Q4 2021
|
Patten & Patten Inc
|
SELL
|
- |
-2.51K- 40.91% |
$192K - $205K
|
3.62K
$287K
|
|
Jan 25, 2022
Q4 2021
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-2.55K- 21.68% |
$195K - $208K
|
9.2K
$730K
|
|
Feb 08, 2022
Q4 2021
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-2.56K- 6.85% |
$195K - $209K
|
34.8K
$2.76M
|
|
Jan 25, 2022
Q4 2021
|
Prw Wealth Management LLC
|
SELL
|
- |
-2.58KClosed |
$197K - $211K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Smith, Salley & Associates
|
SELL
|
- |
-2.61K- 3.91% |
$199K - $213K
|
64K
$5.07M
|
|
Feb 08, 2022
Q4 2021
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-2.61KClosed |
$199K - $214K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Altman Advisors, Inc.
Chicago, IL |
SELL
|
- |
-2.65KClosed |
$202K - $217K
|
0
$0
|
|
Feb 04, 2022
Q4 2021
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-2.68KClosed |
$205K - $219K
|
0
$0
|
|
Jan 26, 2022
Q4 2021
|
Ballew Advisors, Inc
|
SELL
|
- |
-2.74KClosed |
$209K - $224K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Citizens National Bank Trust Department
|
SELL
|
- |
-2.75K- 45.21% |
$210K - $225K
|
3.33K
$264K
|
|
Feb 11, 2022
Q4 2021
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-2.79K- 2.09% |
$213K - $229K
|
131K
$10.4M
|
|
Feb 14, 2022
Q4 2021
|
Fca Corp
Houston, TX |
SELL
|
- |
-2.8K- 18.84% |
$214K - $229K
|
12.1K
$956K
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-2.8K- 2.06% |
$214K - $229K
|
133K
$10.5M
|
|
Feb 14, 2024
Q4 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-2.8K- 2.06% |
$214K - $229K
|
133K
$10.5M
|
|
Feb 04, 2022
Q4 2021
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-2.83KClosed |
$216K - $232K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Cypress Capital Group
|
SELL
|
- |
-2.85KClosed |
$218K - $233K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-2.91K- 9.7% |
$222K - $238K
|
27.1K
$2.15M
|
|
Feb 14, 2022
Q4 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-2.92K- 0.99% |
$223K - $239K
|
291K
$23.1M
|
|
Jan 19, 2022
Q4 2021
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-2.99KClosed |
$228K - $244K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Csenge Advisory Group
|
SELL
|
- |
-3K- 3.01% |
$229K - $246K
|
96.7K
$7.67M
|
|
Feb 15, 2022
Q4 2021
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-3.01K- 0.65% |
$230K - $246K
|
463K
$36.7M
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.01K- 5.2% |
$230K - $246K
|
54.9K
$4.35M
|
|
Jan 14, 2022
Q4 2021
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-3.05K- 4.65% |
$233K - $250K
|
62.6K
$4.97M
|
|
Jan 27, 2022
Q4 2021
|
Nbt Bank N A
|
SELL
|
- |
-3.09K- 4.58% |
$236K - $252K
|
64.3K
$5.1M
|
|
Feb 03, 2022
Q4 2021
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-3.12KClosed |
$238K - $255K
|
0
$0
|
|
Jan 24, 2022
Q4 2021
|
Efg Asset Management (Americas) Corp.
|
SELL
|
- |
-3.12K- 18.12% |
$238K - $255K
|
14.1K
$1.12M
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-3.13K- 17.66% |
$239K - $256K
|
14.6K
$1.16M
|
|
Feb 10, 2022
Q4 2021
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-3.14K- 10.15% |
$240K - $257K
|
27.8K
$2.2M
|
|
Feb 14, 2022
Q4 2021
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-3.15K- 2.06% |
$241K - $258K
|
150K
$11.9M
|
|
Feb 10, 2022
Q4 2021
|
Portland Global Advisors LLC
|
SELL
|
- |
-3.19K- 1.14% |
$244K - $261K
|
277K
$22M
|
|
Feb 03, 2022
Q4 2021
|
Neumann Capital Management, LLC
|
SELL
|
- |
-3.19K- 1.83% |
$244K - $261K
|
171K
$13.6M
|
|
Feb 11, 2022
Q4 2021
|
Petix & Botte CO
|
SELL
|
- |
-3.21K- 50.0% |
$245K - $263K
|
3.21K
$255K
|
|
Feb 10, 2022
Q4 2021
|
Financial Counselors Inc
|
SELL
|
- |
-3.23K- 2.67% |
$247K - $264K
|
118K
$9.32M
|
|
Jan 27, 2022
Q4 2021
|
Rockland Trust CO
|
SELL
|
- |
-3.24K- 8.38% |
$247K - $265K
|
35.4K
$2.81M
|
|
Feb 15, 2022
Q4 2021
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-3.26K- 6.95% |
$249K - $267K
|
43.6K
$3.46M
|
|
Feb 15, 2022
Q4 2021
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-3.27KClosed |
$250K - $267K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-3.27K- 0.66% |
$250K - $268K
|
491K
$39M
|
|
Feb 04, 2022
Q4 2021
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-3.28K- 17.55% |
$251K - $268K
|
15.4K
$1.22M
|
|
Jan 31, 2022
Q4 2021
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-3.32K- 6.06% |
$253K - $271K
|
51.4K
$4.08M
|
|
Feb 10, 2022
Q4 2021
|
Crestone Asset Management LLC
|
SELL
|
- |
-3.33K- 1.29% |
$254K - $272K
|
255K
$20.3M
|
|
Feb 14, 2022
Q4 2021
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-3.33K- 2.27% |
$254K - $272K
|
143K
$11.4M
|
|
Jan 28, 2022
Q4 2021
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-3.37K- 28.26% |
$257K - $276K
|
8.55K
$678K
|
|
Feb 10, 2022
Q4 2021
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-3.41K- 8.34% |
$261K - $279K
|
37.5K
$2.97M
|
|
Feb 14, 2022
Q4 2021
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-3.5K- 0.13% |
$267K - $286K
|
2.59M
$206M
|
|
Feb 01, 2022
Q4 2021
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-3.51K- 6.19% |
$268K - $287K
|
53.2K
$4.22M
|
|
Feb 14, 2022
Q4 2021
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-3.55KClosed |
$271K - $290K
|
0
$0
|
|
Jan 10, 2022
Q4 2021
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-3.55KClosed |
$271K - $290K
|
0
$0
|
|
Jan 27, 2022
Q4 2021
|
Conning Inc.
|
SELL
|
- |
-3.55K- 1.12% |
$271K - $291K
|
313K
$24.8M
|
|
Jan 12, 2022
Q4 2021
|
Webster Bank, N. A.
|
SELL
|
- |
-3.58K- 3.91% |
$273K - $293K
|
87.9K
$6.97M
|