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
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
100+ 1.12% |
$7.64K - $8.18K
|
9.07K
$703K
|
|
|
Feb 14, 2022
Q4 2021
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
100+ 2.86% |
$7.64K - $8.18K
|
3.6K
$279K
|
|
|
Feb 11, 2022
Q4 2021
|
Essex Financial Services, Inc.
|
BUY
|
- |
98+ 1.74% |
$7.49K - $8.02K
|
5.74K
$445K
|
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
96+ 0.59% |
$7.33K - $7.86K
|
16.4K
$1.27M
|
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
96+ 0.67% |
$7.33K - $7.86K
|
14.5K
$1.12M
|
|
|
Feb 11, 2022
Q4 2021
|
Krs Capital Management, LLC
|
BUY
|
- |
95New |
$7.26K - $7.77K
|
95
$7.36K
|
|
|
Feb 09, 2022
Q4 2021
|
Archer Investment Corp
|
BUY
|
- |
93+ 0.63% |
$7.11K - $7.61K
|
14.9K
$1.16M
|
|
|
Feb 14, 2022
Q4 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
91+ 0.7% |
$6.95K - $7.45K
|
13K
$1.01M
|
|
|
Feb 14, 2022
Q4 2021
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
90+ 1.09% |
$6.88K - $7.36K
|
8.37K
$649K
|
|
|
Feb 02, 2022
Q4 2021
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
88+ 0.11% |
$6.72K - $7.2K
|
83.7K
$6.49M
|
|
|
Jan 19, 2022
Q4 2021
|
Bristlecone Advisors, LLC
|
BUY
|
- |
86+ 0.1% |
$6.57K - $7.04K
|
89.8K
$6.96M
|
|
|
Feb 09, 2022
Q4 2021
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
83+ 1.93% |
$6.34K - $6.79K
|
4.37K
$339K
|
|
|
Feb 03, 2022
Q4 2021
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
81New |
$6.19K - $6.63K
|
81
$6.28K
|
|
|
Apr 28, 2022
Q4 2021
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
75New |
$5.73K - $6.14K
|
75
$5.81K
|
|
|
Jan 13, 2022
Q4 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
73+ 0.96% |
$5.58K - $5.97K
|
7.72K
$598K
|
|
|
Feb 09, 2022
Q4 2021
|
Arcadia Investment Management Corp
|
BUY
|
- |
70+ 0.34% |
$5.35K - $5.73K
|
20.8K
$1.61M
|
|
|
Feb 14, 2022
Q4 2021
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
70New |
$5.35K - $5.73K
|
70
$5.43K
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
70New |
$5.35K - $5.73K
|
70
$5.43K
|
|
|
Feb 11, 2022
Q4 2021
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
67New |
$5.12K - $5.48K
|
67
$5.19K
|
|
|
Feb 11, 2022
Q4 2021
|
Fiducient Advisors LLC
|
BUY
|
- |
65+ 1.34% |
$4.97K - $5.32K
|
4.91K
$380K
|
|
|
Feb 14, 2022
Q4 2021
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
65+ 2.06% |
$4.97K - $5.32K
|
3.22K
$250K
|
|
|
Feb 16, 2022
Q4 2021
|
Evensky & Katz LLC
|
BUY
|
- |
63+ 1.77% |
$4.81K - $5.16K
|
3.61K
$280K
|
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
62+ 0.1% |
$4.74K - $5.07K
|
59.4K
$4.6M
|
|
|
Feb 02, 2022
Q4 2021
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
62+ 1.58% |
$4.74K - $5.07K
|
4K
$310K
|
|
|
Feb 04, 2022
Q4 2021
|
Morling Financial Advisors, LLC
|
BUY
|
- |
59New |
$4.51K - $4.83K
|
59
$4.57K
|
|
|
Jan 19, 2022
Q4 2021
|
Evanson Asset Management, LLC
|
BUY
|
- |
58+ 0.2% |
$4.43K - $4.75K
|
28.7K
$2.22M
|
|
|
Jan 19, 2022
Q4 2021
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
58+ 1.85% |
$4.43K - $4.75K
|
3.2K
$248K
|
|
|
Feb 15, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
58+ 1.53% |
$4.43K - $4.75K
|
3.84K
$298K
|
|
|
Oct 13, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
58+ 1.53% |
$4.43K - $4.75K
|
3.84K
$298K
|
|
|
Jan 20, 2022
Q4 2021
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
57+ 1.78% |
$4.35K - $4.66K
|
3.25K
$252K
|
|
|
Jan 14, 2022
Q4 2021
|
Charles Schwab Trust CO
|
BUY
|
- |
56+ 0.31% |
$4.28K - $4.58K
|
18K
$1.4M
|
|
|
Jan 18, 2022
Q4 2021
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
55+ 0.44% |
$4.2K - $4.5K
|
12.4K
$964K
|
|
|
Jan 24, 2022
Q4 2021
|
Ellevest, Inc.
|
BUY
|
- |
55+ 0.95% |
$4.2K - $4.5K
|
5.84K
$453K
|
|
|
Jan 26, 2022
Q4 2021
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
55+ 0.56% |
$4.2K - $4.5K
|
9.87K
$765K
|
|
|
Feb 07, 2022
Q4 2021
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
55+ 0.89% |
$4.2K - $4.5K
|
6.25K
$485K
|
|
|
Feb 02, 2022
Q4 2021
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
52+ 0.73% |
$3.97K - $4.26K
|
7.18K
$557K
|
|
|
Jan 10, 2022
Q4 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
51+ 0.07% |
$3.9K - $4.17K
|
70.2K
$5.44M
|
|
|
Feb 07, 2022
Q4 2021
|
Delta Investment Management, LLC
|
BUY
|
- |
50+ 1.26% |
$3.82K - $4.09K
|
4.03K
$312K
|
|
|
Feb 10, 2022
Q4 2021
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
48+ 0.22% |
$3.67K - $3.93K
|
21.7K
$1.68M
|
|
|
Feb 11, 2022
Q4 2021
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
48+ 1.06% |
$3.67K - $3.93K
|
4.57K
$354K
|
|
|
Jan 31, 2022
Q4 2021
|
Toth Financial Advisory Corp
|
BUY
|
- |
46+ 42.99% |
$3.51K - $3.76K
|
153
$11.9K
|
|
|
Feb 11, 2022
Q4 2021
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
43+ 1.33% |
$3.29K - $3.52K
|
3.27K
$253K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
43+ 0.77% |
$3.29K - $3.52K
|
5.66K
$438K
|
|
|
Jan 09, 2024
Q4 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
43+ 1.28% |
$3.29K - $3.52K
|
3.4K
$263K
|
|
|
Feb 01, 2022
Q4 2021
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
42+ 0.52% |
$3.21K - $3.44K
|
8.09K
$627K
|
|
|
Jan 26, 2022
Q4 2021
|
Mechanics Bank Trust Department
|
BUY
|
- |
40+ 1.05% |
$3.06K - $3.27K
|
3.84K
$297K
|
|
|
Feb 08, 2022
Q4 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
38+ 1.31% |
$2.9K - $3.11K
|
2.93K
$227K
|
|
|
Mar 24, 2022
Q4 2021
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
38+ 0.92% |
$2.9K - $3.11K
|
4.19K
$324K
|
|
|
Jan 21, 2022
Q4 2021
|
Beacon Financial Advisory LLC
|
BUY
|
- |
36+ 0.97% |
$2.75K - $2.95K
|
3.77K
$292K
|
|
|
Feb 02, 2022
Q4 2021
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
36+ 0.53% |
$2.75K - $2.95K
|
6.8K
$527K
|