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 |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2022
Q4 2021
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
33+ 0.37% |
$2.52K - $2.7K
|
9.01K
$698K
|
|
|
Feb 04, 2022
Q4 2021
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
32+ 0.47% |
$2.44K - $2.62K
|
6.9K
$535K
|
|
|
Feb 15, 2022
Q4 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
31+ 0.05% |
$2.37K - $2.54K
|
61.8K
$4.79M
|
|
|
Oct 18, 2023
Q4 2021
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
30+ 0.08% |
$2.29K - $2.45K
|
39.8K
$3.09M
|
|
|
Jan 04, 2022
Q4 2021
|
Fc Advisory LLC
|
BUY
|
- |
29+ 0.68% |
$2.22K - $2.37K
|
4.31K
$334K
|
|
|
Jan 14, 2022
Q4 2021
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
29+ 1.81% |
$2.22K - $2.37K
|
1.63K
$126K
|
|
|
Feb 02, 2022
Q4 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
29+ 0.91% |
$2.22K - $2.37K
|
3.22K
$249K
|
|
|
Feb 14, 2022
Q4 2021
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
29+ 0.02% |
$2.22K - $2.37K
|
168K
$13M
|
|
|
Feb 16, 2022
Q4 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
28+ 0.23% |
$2.14K - $2.29K
|
12.4K
$959K
|
|
|
Feb 01, 2022
Q4 2021
|
Occidental Asset Management, LLC
|
BUY
|
- |
27+ 0.59% |
$2.06K - $2.21K
|
4.62K
$358K
|
|
|
Feb 02, 2022
Q4 2021
|
Sage Mountain Advisors LLC
|
BUY
|
- |
25+ 0.15% |
$1.91K - $2.05K
|
17K
$1.32M
|
|
|
Feb 07, 2022
Q4 2021
|
Northeast Investment Management
|
BUY
|
- |
25+ 0.14% |
$1.91K - $2.05K
|
17.5K
$1.36M
|
|
|
Feb 11, 2022
Q4 2021
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
22+ 0.11% |
$1.68K - $1.8K
|
20.4K
$1.58M
|
|
|
Feb 04, 2022
Q4 2021
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
19+ 0.33% |
$1.45K - $1.55K
|
5.78K
$448K
|
|
|
Mar 14, 2022
Q4 2021
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
16New |
$1.22K - $1.31K
|
16
$1.24K
|
|
|
Feb 02, 2022
Q4 2021
|
Smh Capital Advisors Inc
|
BUY
|
- |
14+ 0.31% |
$1.07K - $1.15K
|
4.56K
$353K
|
|
|
Feb 14, 2022
Q4 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
14+ 0.18% |
$1.07K - $1.15K
|
7.73K
$599K
|
|
|
Mar 14, 2023
Q4 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
14+ 0.18% |
$1.07K - $1.15K
|
7.73K
$599K
|
|
|
Jan 18, 2022
Q4 2021
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
12+ 0.18% |
$917 - $982
|
6.73K
$521K
|
|
|
Feb 14, 2022
Q4 2021
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
12+ 1.26% |
$917 - $982
|
967
$74.9K
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
12+ 0.05% |
$917 - $982
|
22.9K
$1.77M
|
|
|
Feb 10, 2022
Q4 2021
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
11+ 0.06% |
$840 - $900
|
17.2K
$1.33M
|
|
|
Jan 20, 2022
Q4 2021
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
11+ 0.25% |
$840 - $900
|
4.47K
$346K
|
|
|
Jan 27, 2022
Q4 2021
|
Fifth Third Securities, Inc.
|
BUY
|
- |
9+ 0.06% |
$688 - $736
|
15K
$1.16M
|
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
9+ 0.4% |
$688 - $736
|
2.28K
$177K
|
|
|
Jan 26, 2022
Q4 2021
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
8+ 0.17% |
$611 - $655
|
4.6K
$356K
|
|
|
Feb 15, 2022
Q4 2021
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
8+ 0.11% |
$611 - $655
|
7.2K
$558K
|
|
|
Jan 12, 2022
Q4 2021
|
New England Guild Wealth Advisors, Inc.
|
BUY
|
- |
7+ 0.02% |
$535 - $573
|
28.7K
$2.22M
|
|
|
Feb 11, 2022
Q4 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
7+ 0.44% |
$535 - $573
|
1.58K
$123K
|
|
|
Feb 14, 2022
Q4 2021
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
7New |
$535 - $573
|
7
$543
|
|
|
Feb 09, 2022
Q4 2021
|
Gs Investments, Inc.
|
BUY
|
- |
7+ 0.03% |
$535 - $573
|
23.5K
$1.82M
|
|
|
Feb 14, 2022
Q4 2021
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
7+ 0.17% |
$535 - $573
|
4.01K
$311K
|
|
|
Feb 14, 2022
Q4 2021
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
7+ 1.7% |
$535 - $573
|
419
$32.5K
|
|
|
Jan 31, 2022
Q4 2021
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
6+ 0.18% |
$458 - $491
|
3.26K
$253K
|
|
|
Feb 07, 2022
Q4 2021
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
5+ 0.05% |
$382 - $409
|
10.3K
$800K
|
|
|
Feb 02, 2022
Q4 2021
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
5+ 0.04% |
$382 - $409
|
13.4K
$1.04M
|
|
|
Feb 11, 2022
Q4 2021
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
4+ 1.88% |
$306 - $327
|
217
$16.8K
|
|
|
Jan 21, 2022
Q4 2021
|
Well Done, LLC
|
BUY
|
- |
3+ 0.02% |
$229 - $245
|
14.2K
$1.1M
|
|
|
Feb 04, 2022
Q4 2021
|
Delta Financial Advisors LLC
|
BUY
|
- |
3+ 0.0% |
$229 - $245
|
75.9K
$5.88M
|
|
|
Jan 07, 2022
Q4 2021
|
M&R Capital Management Inc
|
BUY
|
- |
2+ 0.03% |
$153 - $164
|
6.55K
$508K
|
|
|
Jan 26, 2022
Q4 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.0% |
$153 - $164
|
53.8K
$4.17M
|
|
|
Jan 25, 2022
Q4 2021
|
Cva Family Office, LLC
|
BUY
|
- |
2+ 0.1% |
$153 - $164
|
1.94K
$151K
|
|
|
Jan 31, 2022
Q4 2021
|
Bray Capital Advisors
|
BUY
|
- |
2+ 0.0% |
$153 - $164
|
69.9K
$5.42M
|
|
|
Jan 18, 2022
Q4 2021
|
Accel Wealth Management
|
BUY
|
- |
2+ 0.38% |
$153 - $164
|
522
$40.5K
|
|
|
Feb 09, 2022
Q4 2021
|
Ckw Financial Group
|
BUY
|
- |
2+ 1.27% |
$153 - $164
|
160
$12.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
BUY
|
- |
2+ 0.29% |
$153 - $164
|
693
$53.7K
|
|
|
Feb 11, 2022
Q4 2021
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
2+ 0.02% |
$153 - $164
|
9.75K
$756K
|
|
|
Jan 28, 2022
Q4 2021
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1+ 3.85% |
$76.4 - $81.8
|
27
$2.09K
|
|
|
Jan 19, 2022
Q4 2021
|
Time Scale Financial, Inc.
|
BUY
|
- |
1+ 0.2% |
$76.4 - $81.8
|
499
$38.7K
|
|
|
Jan 31, 2022
Q4 2021
|
Adviser Investments LLC
|
SELL
|
- |
-1- 0.01% |
$76.4 - $81.8
|
11.8K
$914K
|