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
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
13.6KNew |
$1.04M - $1.12M
|
13.6K
$1.08M
|
|
|
Feb 09, 2022
Q4 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
13.5K+ 45.25% |
$1.03M - $1.11M
|
43.5K
$3.45M
|
|
|
Jan 31, 2022
Q4 2021
|
Stone Asset Management Inc.
|
BUY
|
- |
13.5KNew |
$1.03M - $1.11M
|
13.5K
$1.07M
|
|
|
Feb 11, 2022
Q4 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
13.3K+ 17.97% |
$1.02M - $1.09M
|
87.5K
$6.94M
|
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
13K+ 17.5% |
$994K - $1.06M
|
87.3K
$6.93M
|
|
|
Jan 19, 2023
Q4 2021
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
13KNew |
$990K - $1.06M
|
13K
$1.03M
|
|
|
Jan 18, 2022
Q4 2021
|
In Track Investment Management Inc
|
BUY
|
- |
12.8K+ 54.21% |
$979K - $1.05M
|
36.5K
$2.89M
|
|
|
Feb 18, 2022
Q4 2021
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
12.7KNew |
$974K - $1.04M
|
12.7K
$1.01M
|
|
|
Feb 01, 2022
Q4 2021
|
Marcum Wealth, LLC
|
BUY
|
- |
12.5K+ 116.67% |
$955K - $1.02M
|
23.2K
$1.84M
|
|
|
Jan 31, 2022
Q4 2021
|
Veracity Capital LLC
|
BUY
|
- |
12.4K+ 319.36% |
$944K - $1.01M
|
16.2K
$1.29M
|
|
|
Apr 12, 2022
Q4 2021
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
12.2KNew |
$936K - $1M
|
12.2K
$971K
|
|
|
Jan 14, 2022
Q4 2021
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
12.1K+ 25.35% |
$924K - $990K
|
59.8K
$4.75M
|
|
|
Jan 28, 2022
Q4 2021
|
Paulson Wealth Management Inc.
|
BUY
|
- |
12.1K+ 4.8% |
$922K - $987K
|
263K
$20.9M
|
|
|
Feb 17, 2022
Q4 2021
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
12KNew |
$918K - $984K
|
12K
$953K
|
|
|
May 16, 2022
Q4 2021
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
12KNew |
$915K - $980K
|
12K
$950K
|
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
11.9KNew |
$912K - $977K
|
11.9K
$947K
|
|
|
Jan 26, 2022
Q4 2021
|
Twele Capital Management, Inc.
|
BUY
|
- |
11.8K+ 1.71% |
$902K - $966K
|
703K
$55.7M
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
11.8K+ 5.31% |
$901K - $965K
|
234K
$18.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
11.8K+ 1.52% |
$901K - $965K
|
790K
$62.6M
|
|
|
Feb 02, 2022
Q4 2021
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
11.7KNew |
$895K - $959K
|
11.7K
$929K
|
|
|
Aug 02, 2022
Q4 2021
|
Easterly Investment Partners LLC
|
BUY
|
- |
11.7KNew |
$893K - $956K
|
11.7K
$927K
|
|
|
Feb 24, 2022
Q4 2021
|
Compass Financial Advisors LLC
|
BUY
|
- |
11.7KNew |
$892K - $956K
|
11.7K
$926K
|
|
|
Feb 17, 2022
Q4 2021
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
11.5KNew |
$881K - $944K
|
11.5K
$915K
|
|
|
Jan 24, 2022
Q4 2021
|
Ifg Advisors, LLC
|
BUY
|
- |
11.4K+ 3.98% |
$867K - $929K
|
296K
$23.5M
|
|
|
Jan 18, 2022
Q4 2021
|
Trilogy Capital Inc.
|
BUY
|
- |
11.3KNew |
$866K - $928K
|
11.3K
$899K
|
|
|
Feb 11, 2022
Q4 2021
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
11.3K+ 4.7% |
$861K - $923K
|
251K
$19.9M
|
|
|
Jan 27, 2022
Q4 2021
|
Capital Advisors Inc
|
BUY
|
- |
11KNew |
$843K - $903K
|
11K
$876K
|
|
|
Feb 07, 2022
Q4 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
11K+ 31.93% |
$843K - $903K
|
45.6K
$3.61M
|
|
|
Jan 27, 2022
Q4 2021
|
Landmark Wealth Management, LLC
|
BUY
|
- |
11KNew |
$837K - $896K
|
11K
$868K
|
|
|
Feb 11, 2022
Q4 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
10.9K+ 38.27% |
$833K - $892K
|
39.4K
$3.12M
|
|
|
Feb 14, 2022
Q4 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
10.8K+ 313.55% |
$822K - $881K
|
14.2K
$1.13M
|
|
|
Feb 14, 2022
Q4 2021
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
10.7K+ 40.33% |
$819K - $877K
|
37.3K
$2.96M
|
|
|
Feb 14, 2022
Q4 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
10.5K+ 226.83% |
$802K - $859K
|
15.1K
$1.2M
|
|
|
Mar 29, 2022
Q4 2021
|
First International Bank & Trust
Watford City, ND |
BUY
|
- |
10.4KNew |
$797K - $854K
|
10.4K
$828K
|
|
|
Feb 01, 2022
Q4 2021
|
F Dx Advisors, Inc.
|
BUY
|
- |
10.3K+ 46.3% |
$784K - $840K
|
32.4K
$2.57M
|
|
|
Feb 09, 2022
Q4 2021
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
10.2KNew |
$779K - $834K
|
10.2K
$809K
|
|
|
Feb 10, 2022
Q4 2021
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
10.1KNew |
$772K - $827K
|
10.1K
$802K
|
|
|
Feb 14, 2022
Q4 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
10.1KNew |
$769K - $824K
|
10.1K
$798K
|
|
|
Feb 08, 2022
Q4 2021
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
9.96K+ 2.02% |
$761K - $815K
|
503K
$39.9M
|
|
|
Feb 08, 2022
Q4 2021
|
Moreno Evelyn V
Boston, MA |
BUY
|
- |
9.91K+ 7.89% |
$757K - $811K
|
135K
$10.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
9.84K+ 14.1% |
$752K - $806K
|
79.7K
$6.32M
|
|
|
Feb 02, 2022
Q4 2021
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
9.81KNew |
$749K - $803K
|
9.81K
$778K
|
|
|
Feb 11, 2022
Q4 2021
|
Prism Advisors, Inc.
|
BUY
|
- |
9.7K+ 4.14% |
$741K - $794K
|
244K
$19.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Bontempo Ohly Capital Mgmt LLC
Bethesda, MD |
BUY
|
- |
9.67K+ 1.78% |
$739K - $791K
|
553K
$43.9M
|
|
|
Feb 07, 2022
Q4 2021
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
9.62KNew |
$735K - $787K
|
9.62K
$763K
|
|
|
Jan 24, 2022
Q4 2021
|
Hixon Zuercher, LLC
|
BUY
|
- |
9.55KNew |
$730K - $781K
|
9.55K
$757K
|
|
|
Feb 15, 2022
Q4 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
9.45K+ 1.05% |
$722K - $773K
|
913K
$72.4M
|
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
9.28K+ 7.66% |
$709K - $759K
|
130K
$10.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Credit Agricole S A
|
BUY
|
- |
9.23K+ 201.31% |
$705K - $755K
|
13.8K
$1.1M
|
|
|
Jan 31, 2022
Q4 2021
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
9.12K+ 11.31% |
$697K - $747K
|
89.8K
$7.12M
|