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 |
---|---|---|---|---|---|---|---|
Aug 13, 2024
Q4 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
870+ 2.37% |
$66.5K - $71.2K
|
37.5K
$2.91M
|
|
Jan 27, 2022
Q4 2021
|
First Merchants Corp
|
BUY
|
- |
850+ 17.11% |
$64.9K - $69.6K
|
5.82K
$451K
|
|
Jan 21, 2022
Q4 2021
|
Tru Independence LLC
|
BUY
|
- |
847+ 6.26% |
$64.7K - $69.3K
|
14.4K
$1.11M
|
|
Feb 15, 2022
Q4 2021
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
844+ 4.01% |
$64.5K - $69.1K
|
21.9K
$1.7M
|
|
Jan 27, 2022
Q4 2021
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
841+ 21.68% |
$64.3K - $68.8K
|
4.72K
$366K
|
|
Feb 10, 2022
Q4 2021
|
Davenport & CO LLC
|
BUY
|
- |
832+ 1.91% |
$63.6K - $68.1K
|
44.3K
$3.44M
|
|
Feb 11, 2022
Q4 2021
|
Pointe Capital Management LLC
|
BUY
|
- |
817+ 18.08% |
$62.4K - $66.9K
|
5.34K
$413K
|
|
Jun 28, 2024
Q4 2021
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
814New |
$62.2K - $66.6K
|
814
$63.1K
|
|
Feb 08, 2022
Q4 2021
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
811New |
$62K - $66.4K
|
811
$62.9K
|
|
Jan 21, 2022
Q4 2021
|
Sabal Trust CO
|
BUY
|
- |
790+ 10.1% |
$60.4K - $64.6K
|
8.61K
$667K
|
|
Jan 18, 2022
Q4 2021
|
Cx Institutional
|
BUY
|
- |
773+ 0.9% |
$59.1K - $63.3K
|
86.7K
$6.72M
|
|
Jan 27, 2022
Q4 2021
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
760+ 0.31% |
$58.1K - $62.2K
|
244K
$18.9M
|
|
Feb 14, 2022
Q4 2021
|
Camden Capital, LLC
|
BUY
|
- |
752+ 6.64% |
$57.5K - $61.5K
|
12.1K
$936K
|
|
Feb 08, 2022
Q4 2021
|
Davis R M Inc
Portland, ME |
BUY
|
- |
750+ 2.85% |
$57.3K - $61.4K
|
27.1K
$2.1M
|
|
Feb 14, 2022
Q4 2021
|
Camden National Bank
Camden, ME |
BUY
|
- |
749+ 6.5% |
$57.2K - $61.3K
|
12.3K
$951K
|
|
Feb 10, 2022
Q4 2021
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
749+ 0.63% |
$57.2K - $61.3K
|
120K
$9.26M
|
|
Feb 14, 2022
Q4 2021
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
749+ 16.88% |
$57.2K - $61.3K
|
5.19K
$402K
|
|
Feb 07, 2022
Q4 2021
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
747+ 2.23% |
$57.1K - $61.1K
|
34.3K
$2.66M
|
|
Feb 09, 2022
Q4 2021
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
741+ 1.31% |
$56.6K - $60.6K
|
57.5K
$4.45M
|
|
Feb 08, 2022
Q4 2021
|
Marshall Financial Group Inc
Doylestown, PA |
BUY
|
- |
735+ 14.56% |
$56.2K - $60.1K
|
5.78K
$448K
|
|
Jan 19, 2022
Q4 2021
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
729+ 1.78% |
$55.7K - $59.7K
|
41.8K
$3.24M
|
|
Feb 14, 2022
Q4 2021
|
Bivin & Associates, Inc.
Ponca City, OK |
BUY
|
- |
720New |
$55K - $58.9K
|
720
$55.8K
|
|
Jan 31, 2022
Q4 2021
|
Smith Anglin Financial, LLC
|
BUY
|
- |
701+ 1.77% |
$53.6K - $57.4K
|
40.2K
$3.12M
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
698+ 10.53% |
$53.3K - $57.1K
|
7.33K
$568K
|
|
Feb 14, 2022
Q4 2021
|
Aspiriant, LLC
|
BUY
|
- |
698+ 1.36% |
$53.3K - $57.1K
|
51.9K
$4.02M
|
|
Jan 24, 2022
Q4 2021
|
Cubic Asset Management, LLC
|
BUY
|
- |
698+ 2.26% |
$53.3K - $57.1K
|
31.6K
$2.45M
|
|
Feb 11, 2022
Q4 2021
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
672+ 18.4% |
$51.3K - $55K
|
4.33K
$335K
|
|
Feb 10, 2022
Q4 2021
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
670+ 1.29% |
$51.2K - $54.8K
|
52.5K
$4.07M
|
|
Jan 11, 2023
Q4 2021
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
664+ 2.49% |
$50.7K - $54.3K
|
27.3K
$2.12M
|
|
Feb 04, 2022
Q4 2021
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
655+ 5.03% |
$50K - $53.6K
|
13.7K
$1.06M
|
|
Feb 14, 2022
Q4 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
655+ 2.84% |
$50K - $53.6K
|
23.8K
$1.84M
|
|
Jan 31, 2022
Q4 2021
|
Grove Bank & Trust
|
BUY
|
- |
653+ 0.95% |
$49.9K - $53.4K
|
69.3K
$5.37M
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
651+ 4.99% |
$49.7K - $53.3K
|
13.7K
$1.06M
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
650+ 0.37% |
$49.7K - $53.2K
|
177K
$13.7M
|
|
Feb 09, 2022
Q4 2021
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
650+ 1.08% |
$49.7K - $53.2K
|
60.7K
$4.7M
|
|
Feb 14, 2022
Q4 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
649+ 5.22% |
$49.6K - $53.1K
|
13.1K
$1.01M
|
|
Jan 20, 2022
Q4 2021
|
Forte Capital LLC
|
BUY
|
- |
645+ 2.57% |
$49.3K - $52.8K
|
25.7K
$1.99M
|
|
Feb 24, 2022
Q4 2021
|
Rise Advisors, LLC
|
BUY
|
- |
645New |
$49.3K - $52.8K
|
645
$50K
|
|
Feb 11, 2022
Q4 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
645+ 4.21% |
$49.3K - $52.8K
|
16K
$1.24M
|
|
May 09, 2022
Q4 2021
|
Insight Inv LLC
El Segundo, CA |
BUY
|
- |
638New |
$48.7K - $52.2K
|
638
$49.4K
|
|
Feb 10, 2022
Q4 2021
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
636+ 4.12% |
$48.6K - $52K
|
16.1K
$1.25M
|
|
Jan 31, 2022
Q4 2021
|
Garner Asset Management Corp
|
BUY
|
- |
630+ 12.14% |
$48.1K - $51.6K
|
5.82K
$451K
|
|
Mar 09, 2022
Q4 2021
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
626New |
$47.8K - $51.2K
|
626
$48.5K
|
|
Feb 10, 2022
Q4 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
624+ 2.61% |
$47.7K - $51.1K
|
24.5K
$1.9M
|
|
Feb 10, 2022
Q4 2021
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
608+ 93.39% |
$46.5K - $49.8K
|
1.26K
$97.6K
|
|
Feb 11, 2022
Q4 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
600New |
$45.8K - $49.1K
|
600
$46.5K
|
|
Jan 14, 2022
Q4 2021
|
Freedman Financial Associates, Inc.
Peabody, MA |
BUY
|
- |
600+ 13.18% |
$45.8K - $49.1K
|
5.15K
$399K
|
|
May 16, 2022
Q4 2021
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
597New |
$45.6K - $48.9K
|
597
$46.3K
|
|
Feb 03, 2022
Q4 2021
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
582+ 8.11% |
$44.5K - $47.6K
|
7.76K
$601K
|
|
Feb 09, 2022
Q4 2021
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
578+ 13.33% |
$44.2K - $47.3K
|
4.92K
$381K
|