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 08, 2022
Q4 2021
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
243K+ 59.24% |
$18.6M - $19.9M
|
654K
$50.7M
|
|
|
Feb 09, 2022
Q4 2021
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
241KNew |
$18.4M - $19.7M
|
241K
$18.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
235K+ 44.39% |
$18M - $19.2M
|
764K
$59.3M
|
|
|
Jan 31, 2022
Q4 2021
|
Yousif Capital Management, LLC
|
BUY
|
- |
215KNew |
$16.5M - $17.6M
|
215K
$16.7M
|
|
|
Jan 31, 2022
Q4 2021
|
Regions Financial Corp
|
BUY
|
- |
215K+ 9.21% |
$16.4M - $17.6M
|
2.55M
$198M
|
|
|
Feb 10, 2022
Q4 2021
|
Burgundy Asset Management Ltd.
Toronto, A6 |
BUY
|
- |
209KNew |
$16M - $17.1M
|
209K
$16.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
200K+ 4.03% |
$15.3M - $16.3M
|
5.16M
$400M
|
|
|
Feb 10, 2022
Q4 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
194K+ 35.52% |
$14.8M - $15.9M
|
741K
$57.5M
|
|
|
May 13, 2022
Q4 2021
|
Mechanics Financial Corp
|
BUY
|
- |
192KNew |
$14.6M - $15.7M
|
192K
$14.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Allie Family Office LLC
|
BUY
|
- |
186KNew |
$14.2M - $15.2M
|
186K
$14.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
BUY
|
- |
184KNew |
$14M - $15M
|
184K
$14.2M
|
|
|
Feb 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
BUY
|
- |
179K+ 9.17% |
$13.7M - $14.7M
|
2.13M
$165M
|
|
|
Jan 24, 2022
Q4 2021
|
Arden Trust CO
|
BUY
|
- |
157K+ 113.67% |
$12M - $12.9M
|
296K
$22.9M
|
|
|
Aug 11, 2022
Q4 2021
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
152KNew |
$11.6M - $12.5M
|
152K
$11.8M
|
|
|
Mar 09, 2022
Q4 2021
|
Latigo Investments, LLC
|
BUY
|
- |
149KNew |
$11.4M - $12.2M
|
149K
$11.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
147K+ 9.49% |
$11.2M - $12M
|
1.69M
$131M
|
|
|
Feb 14, 2022
Q4 2021
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
140K+ 845.47% |
$10.7M - $11.5M
|
157K
$12.2M
|
|
|
Feb 09, 2022
Q4 2021
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
140K+ 40.83% |
$10.7M - $11.5M
|
484K
$37.5M
|
|
|
Jun 21, 2023
Q4 2021
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
137K+ 59.83% |
$10.5M - $11.2M
|
366K
$28.4M
|
|
|
Feb 08, 2022
Q4 2021
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
137K+ 272.0% |
$10.5M - $11.2M
|
187K
$14.5M
|
|
|
Feb 11, 2022
Q4 2021
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
133K+ 81.92% |
$10.2M - $10.9M
|
295K
$22.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
128K+ 2288.12% |
$9.8M - $10.5M
|
134K
$10.4M
|
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
128K+ 287.45% |
$9.79M - $10.5M
|
173K
$13.4M
|
|
|
Feb 04, 2022
Q4 2021
|
Modera Wealth Management, LLC
|
BUY
|
- |
126K+ 11.13% |
$9.6M - $10.3M
|
1.25M
$97.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Gould Capital, LLC
|
BUY
|
- |
120KNew |
$9.2M - $9.85M
|
120K
$9.33M
|
|
|
Feb 11, 2022
Q4 2021
|
American International Group, Inc.
New York, NY |
BUY
|
- |
119K+ 8.55% |
$9.08M - $9.73M
|
1.51M
$117M
|
|
|
Feb 28, 2022
Q4 2021
|
Quent Capital, LLC
|
BUY
|
- |
112KNew |
$8.56M - $9.17M
|
112K
$8.68M
|
|
|
Feb 08, 2022
Q4 2021
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
111K+ 6.19% |
$8.49M - $9.09M
|
1.91M
$148M
|
|
|
Feb 08, 2022
Q4 2021
|
Sage Financial Management Group, Inc.
|
BUY
|
- |
111KNew |
$8.48M - $9.08M
|
111K
$8.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
109K+ 1085.54% |
$8.31M - $8.91M
|
119K
$9.21M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
108K+ 152.7% |
$8.27M - $8.85M
|
179K
$13.9M
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
108K+ 3.11% |
$8.24M - $8.82M
|
3.58M
$277M
|
|
|
Mar 11, 2024
Q4 2021
|
Nepc LLC
Boston, MA |
BUY
|
- |
105K+ 84.63% |
$8.04M - $8.62M
|
230K
$17.8M
|
|
|
Feb 07, 2022
Q4 2021
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
101K+ 25.01% |
$7.72M - $8.27M
|
505K
$39.2M
|
|
|
Jan 25, 2022
Q4 2021
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
98.9K+ 534.36% |
$7.55M - $8.09M
|
117K
$9.1M
|
|
|
Feb 15, 2022
Q4 2021
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
96.4KNew |
$7.36M - $7.89M
|
96.4K
$7.47M
|
|
|
Jan 13, 2022
Q4 2021
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
95.4K+ 591.99% |
$7.29M - $7.81M
|
112K
$8.65M
|
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
95.2KNew |
$7.27M - $7.79M
|
95.2K
$7.38M
|
|
|
Feb 16, 2022
Q4 2021
|
Winning Points Advisors, LLC
Boca Raton, FL |
BUY
|
- |
95.2K+ 135.29% |
$7.27M - $7.79M
|
166K
$12.8M
|
|
|
Apr 19, 2024
Q4 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
94.9K+ 892.94% |
$7.25M - $7.77M
|
106K
$8.18M
|
|
|
Jan 26, 2022
Q4 2021
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
94.3K+ 39.36% |
$7.21M - $7.72M
|
334K
$25.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
94K+ 5.07% |
$7.18M - $7.69M
|
1.95M
$151M
|
|
|
Feb 15, 2022
Q4 2021
|
Hb Wealth Management, LLC
|
BUY
|
- |
93.7KNew |
$7.16M - $7.67M
|
93.7K
$7.26M
|
|
|
Feb 15, 2022
Q4 2021
|
Trust CO Of Kansas
Wichita, KS |
BUY
|
- |
91.5KNew |
$6.99M - $7.49M
|
91.5K
$7.09M
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
88.7K+ 16.54% |
$6.78M - $7.26M
|
625K
$48.5M
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
87.1K+ 133.69% |
$6.66M - $7.13M
|
152K
$11.8M
|
|
|
Feb 09, 2022
Q4 2021
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
85.5KNew |
$6.53M - $6.99M
|
85.5K
$6.62M
|
|
|
Feb 03, 2022
Q4 2021
|
Flower City Capital
|
BUY
|
- |
83.3KNew |
$6.36M - $6.82M
|
83.3K
$6.46M
|
|
|
Feb 10, 2022
Q4 2021
|
Caerus Investment Advisors, LLC
|
BUY
|
- |
82.6KNew |
$6.31M - $6.76M
|
82.6K
$6.4M
|
|
|
Jan 18, 2022
Q4 2021
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
79.1K+ 44.29% |
$6.04M - $6.47M
|
258K
$20M
|