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 09, 2022
Q4 2021
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-7.54KClosed |
$576K - $617K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Cohen Lawrence B
Boston, MA |
SELL
|
- |
-7.61K- 17.31% |
$581K - $622K
|
36.3K
$2.88M
|
|
Feb 01, 2022
Q4 2021
|
Telemus Capital, LLC
|
SELL
|
- |
-7.83K- 10.85% |
$598K - $641K
|
64.3K
$5.1M
|
|
Feb 14, 2022
Q4 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-7.89K- 5.54% |
$603K - $646K
|
135K
$10.7M
|
|
Feb 08, 2022
Q4 2021
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-7.91KClosed |
$604K - $647K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
SELL
|
- |
-7.94K- 0.08% |
$607K - $650K
|
10.6M
$837M
|
|
Feb 10, 2022
Q4 2021
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-7.99K- 0.8% |
$611K - $654K
|
993K
$78.7M
|
|
Feb 14, 2022
Q4 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-8.02K- 9.79% |
$613K - $656K
|
73.9K
$5.86M
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-8.26K- 21.46% |
$631K - $676K
|
30.2K
$2.4M
|
|
Feb 14, 2022
Q4 2021
|
Man Group PLC
London, X0 |
SELL
|
- |
-8.62KClosed |
$659K - $706K
|
0
$0
|
|
Feb 04, 2022
Q4 2021
|
Nationwide Asset Management LLC
|
SELL
|
- |
-9K- 1.79% |
$688K - $736K
|
495K
$39.3M
|
|
Aug 30, 2024
Q4 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-9.01K- 6.72% |
$688K - $737K
|
125K
$9.92M
|
|
Jan 21, 2022
Q4 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-9.22K- 12.9% |
$704K - $754K
|
62.2K
$4.94M
|
|
Feb 08, 2022
Q4 2021
|
West Bancorporation Inc
|
SELL
|
- |
-9.25K- 40.14% |
$707K - $757K
|
13.8K
$1.09M
|
|
Jan 31, 2022
Q4 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-9.5K- 70.99% |
$726K - $778K
|
3.88K
$308K
|
|
Feb 11, 2022
Q4 2021
|
Qcm Cayman, Ltd.
|
SELL
|
- |
-9.56KClosed |
$731K - $782K
|
0
$0
|
|
Jan 31, 2022
Q4 2021
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-10K- 10.45% |
$765K - $820K
|
85.9K
$6.81M
|
|
Feb 11, 2022
Q4 2021
|
Corient Capital Partners, LLC
Newport Beach, CA |
SELL
|
- |
-10.3K- 71.98% |
$784K - $840K
|
4K
$317K
|
|
Jan 03, 2022
Q4 2021
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-10.8K- 5.97% |
$828K - $887K
|
171K
$13.6M
|
|
Feb 14, 2022
Q4 2021
|
Atom Investors LP
Austin, TX |
SELL
|
- |
-10.9KClosed |
$832K - $891K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-11K- 1.9% |
$840K - $900K
|
569K
$45.1M
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-11.1K- 2.94% |
$845K - $905K
|
365K
$28.9M
|
|
May 13, 2022
Q4 2021
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-12.1K- 40.87% |
$921K - $986K
|
17.4K
$1.38M
|
|
Jan 24, 2022
Q4 2021
|
Wall Capital Group, Inc.
|
SELL
|
- |
-12.6K- 5.2% |
$960K - $1.03M
|
229K
$18.2M
|
|
Jan 14, 2022
Q4 2021
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-12.8K- 21.92% |
$976K - $1.05M
|
45.5K
$3.61M
|
|
Feb 14, 2022
Q4 2021
|
Public Sector Pension Investment Board
Montreal, A8 |
SELL
|
- |
-13KClosed |
$991K - $1.06M
|
0
$0
|
|
Jan 11, 2022
Q4 2021
|
Rvw Wealth, LLC
|
SELL
|
- |
-14.1K- 2.85% |
$1.07M - $1.15M
|
478K
$37.9M
|
|
Feb 14, 2022
Q4 2021
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-14.2KClosed |
$1.09M - $1.16M
|
0
$0
|
|
Jan 25, 2022
Q4 2021
|
All Season Financial Advisors, Inc.
|
SELL
|
- |
-14.5K- 83.52% |
$1.1M - $1.18M
|
2.85K
$226K
|
|
Jan 18, 2022
Q4 2021
|
Central Bank & Trust CO
|
SELL
|
- |
-14.5K- 9.46% |
$1.11M - $1.19M
|
139K
$11M
|
|
Feb 15, 2022
Q4 2021
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-14.8K- 5.74% |
$1.13M - $1.21M
|
243K
$19.3M
|
|
Feb 03, 2022
Q4 2021
|
First National Trust CO
|
SELL
|
- |
-14.8K- 12.02% |
$1.13M - $1.21M
|
108K
$8.6M
|
|
Feb 16, 2022
Q4 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-15KClosed |
$1.15M - $1.23M
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-16.1K- 41.07% |
$1.23M - $1.32M
|
23.2K
$1.84M
|
|
Feb 10, 2022
Q4 2021
|
Guardian Capital LP
Toronto, A6 |
SELL
|
- |
-16.3KClosed |
$1.25M - $1.33M
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Cambridge Associates LLC
Boston, MA |
SELL
|
- |
-16.3K- 23.91% |
$1.25M - $1.34M
|
51.9K
$4.12M
|
|
Dec 20, 2022
Q4 2021
|
Cambridge Associates LLC
Boston, MA |
SELL
|
- |
-16.3K- 23.91% |
$1.25M - $1.34M
|
51.9K
$4.12M
|
|
Feb 14, 2022
Q4 2021
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-17K- 23.29% |
$1.3M - $1.39M
|
56K
$4.44M
|
|
Sep 21, 2023
Q4 2021
|
Jefferies Group LLC
New York, NY |
SELL
|
- |
-17K- 23.29% |
$1.3M - $1.39M
|
56K
$4.44M
|
|
Mar 07, 2022
Q4 2021
|
Stephens Inc
|
SELL
|
- |
-17.2K- 8.43% |
$1.31M - $1.41M
|
187K
$14.8M
|
|
Feb 14, 2022
Q4 2021
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
SELL
|
- |
-17.6K- 2.65% |
$1.34M - $1.44M
|
645K
$51.1M
|
|
Feb 14, 2022
Q4 2021
|
Federated Hermes, Inc.
Pittsburgh, PA |
SELL
|
- |
-17.7K- 9.35% |
$1.35M - $1.45M
|
171K
$13.6M
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-17.8K- 37.54% |
$1.36M - $1.45M
|
29.6K
$2.34M
|
|
Feb 11, 2022
Q4 2021
|
Coldstream Capital Management Inc
|
SELL
|
- |
-18.4K- 12.18% |
$1.41M - $1.51M
|
133K
$10.5M
|
|
Feb 04, 2022
Q4 2021
|
Hills Bank & Trust CO
|
SELL
|
- |
-18.7K- 7.43% |
$1.43M - $1.53M
|
234K
$18.5M
|
|
Feb 14, 2022
Q4 2021
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-18.9K- 13.21% |
$1.44M - $1.54M
|
124K
$9.83M
|
|
Feb 10, 2022
Q4 2021
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-19.3K- 26.59% |
$1.48M - $1.58M
|
53.4K
$4.24M
|
|
Feb 07, 2022
Q4 2021
|
M&T Bank Corp
|
SELL
|
- |
-19.5K- 0.84% |
$1.49M - $1.6M
|
2.3M
$182M
|
|
Feb 08, 2022
Q4 2021
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-20.9K- 96.05% |
$1.6M - $1.71M
|
860
$68.2K
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-21.1KClosed |
$1.61M - $1.73M
|
0
$0
|