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 31, 2022
Q4 2021
|
Rain Capital Management, LLC
Lake Oswego, OR |
SELL
|
- |
-861- 1.82% |
$65.8K - $70.5K
|
46.6K
$3.63M
|
|
|
Feb 14, 2022
Q4 2021
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-862- 0.21% |
$65.9K - $70.5K
|
401K
$31.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-874- 2.45% |
$66.8K - $71.5K
|
34.9K
$2.72M
|
|
|
Feb 09, 2022
Q4 2021
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-911- 9.6% |
$69.6K - $74.5K
|
8.57K
$668K
|
|
|
Feb 04, 2022
Q4 2021
|
Advisor Os, LLC
|
SELL
|
- |
-912- 3.82% |
$69.7K - $74.6K
|
23K
$1.79M
|
|
|
Feb 15, 2022
Q4 2021
|
Maple Capital Management, Inc.
|
SELL
|
- |
-915- 2.69% |
$69.9K - $74.9K
|
33.2K
$2.58M
|
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-917- 6.38% |
$70.1K - $75K
|
13.5K
$1.05M
|
|
|
Jan 12, 2022
Q4 2021
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-925- 4.37% |
$70.7K - $75.7K
|
20.2K
$1.58M
|
|
|
Jan 28, 2022
Q4 2021
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-935Closed |
$71.4K - $76.5K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Sol Capital Management CO
|
SELL
|
- |
-937- 13.13% |
$71.6K - $76.7K
|
6.2K
$483K
|
|
|
Feb 02, 2022
Q4 2021
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-947Closed |
$72.4K - $77.5K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Keebeck Alpha, LP
Stamford, CT |
SELL
|
- |
-971- 24.08% |
$74.2K - $79.5K
|
3.06K
$238K
|
|
|
Jan 26, 2022
Q4 2021
|
Trust CO Of Virginia
|
SELL
|
- |
-990- 5.71% |
$75.6K - $81K
|
16.4K
$1.27M
|
|
|
Jan 27, 2022
Q4 2021
|
Community Bank, N.A.
|
SELL
|
- |
-996- 2.39% |
$76.1K - $81.5K
|
40.6K
$3.17M
|
|
|
Jan 19, 2022
Q4 2021
|
Curbstone Financial Management Corp
|
SELL
|
- |
-1K- 2.39% |
$76.4K - $81.8K
|
40.8K
$3.18M
|
|
|
Feb 15, 2022
Q4 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-1K- 87.87% |
$76.4K - $81.8K
|
138
$10.8K
|
|
|
Feb 11, 2022
Q4 2021
|
Kore Private Wealth LLC
New York, NY |
SELL
|
- |
-1.01K- 3.31% |
$77.2K - $82.6K
|
29.5K
$2.3M
|
|
|
Feb 09, 2022
Q4 2021
|
Evoke Wealth, LLC
|
SELL
|
- |
-1.02K- 3.44% |
$78.1K - $83.6K
|
28.7K
$2.24M
|
|
|
Feb 01, 2022
Q4 2021
|
Providence First Trust CO
|
SELL
|
- |
-1.03K- 1.76% |
$78.5K - $84K
|
57.4K
$4.47M
|
|
|
Feb 14, 2022
Q4 2021
|
Pinnacle Family Advisors, LLC
Springfield, MO |
SELL
|
- |
-1.03K- 3.61% |
$78.9K - $84.5K
|
27.6K
$2.15M
|
|
|
Feb 08, 2022
Q4 2021
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-1.04K- 3.44% |
$79.3K - $84.9K
|
29.1K
$2.27M
|
|
|
Jan 13, 2022
Q4 2021
|
Apella Capital, LLC
|
SELL
|
- |
-1.04K- 9.83% |
$79.4K - $85K
|
9.53K
$742K
|
|
|
Feb 14, 2022
Q4 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-1.08K- 1.38% |
$82.2K - $88K
|
77.1K
$6M
|
|
|
Feb 14, 2022
Q4 2021
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-1.1K- 1.47% |
$84.2K - $90.2K
|
73.8K
$5.75M
|
|
|
Feb 10, 2022
Q4 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-1.11K- 1.13% |
$84.6K - $90.6K
|
96.6K
$7.53M
|
|
|
Jan 24, 2022
Q4 2021
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-1.13K- 11.06% |
$86.3K - $92.5K
|
9.09K
$708K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-1.14K- 0.41% |
$86.8K - $93K
|
277K
$21.6M
|
|
|
Jan 28, 2022
Q4 2021
|
Argi Investment Services, LLC
|
SELL
|
- |
-1.14K- 3.18% |
$86.9K - $93.1K
|
34.6K
$2.7M
|
|
|
Jan 24, 2022
Q4 2021
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-1.2K- 1.52% |
$91.3K - $97.8K
|
77.3K
$6.02M
|
|
|
Feb 08, 2022
Q4 2021
|
Nichols & Pratt Advisers LLP
|
SELL
|
- |
-1.2K- 7.64% |
$91.7K - $98.2K
|
14.5K
$1.13M
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.21K- 3.18% |
$92.1K - $98.7K
|
36.7K
$2.86M
|
|
|
Jan 13, 2022
Q4 2021
|
First Citizens Financial Corp
|
SELL
|
- |
-1.21K- 0.91% |
$92.3K - $98.9K
|
131K
$10.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthpoint, LLC
|
SELL
|
- |
-1.22K- 11.96% |
$93.1K - $99.7K
|
8.97K
$699K
|
|
|
Feb 11, 2022
Q4 2021
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-1.22K- 4.59% |
$93.1K - $99.7K
|
25.3K
$1.97M
|
|
|
Feb 10, 2022
Q4 2021
|
Jsf Financial, LLC
|
SELL
|
- |
-1.23K- 6.07% |
$94.1K - $101K
|
19.1K
$1.49M
|
|
|
Feb 15, 2022
Q4 2021
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-1.24K- 12.74% |
$94.7K - $101K
|
8.49K
$662K
|
|
|
Feb 02, 2022
Q4 2021
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-1.26KClosed |
$96K - $103K
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.26K- 2.72% |
$96.2K - $103K
|
45K
$3.51M
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
SELL
|
- |
-1.26K- 8.42% |
$96.3K - $103K
|
13.7K
$1.07M
|
|
|
Jan 24, 2022
Q4 2021
|
Montis Financial, LLC
|
SELL
|
- |
-1.3K- 10.69% |
$99.3K - $106K
|
10.9K
$846K
|
|
|
Jan 19, 2022
Q4 2021
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-1.3K- 12.22% |
$99.5K - $107K
|
9.36K
$729K
|
|
|
Feb 09, 2022
Q4 2021
|
Washington Trust Bank
|
SELL
|
- |
-1.3K- 5.07% |
$99.5K - $107K
|
24.4K
$1.9M
|
|
|
Jan 25, 2022
Q4 2021
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-1.31K- 2.71% |
$99.9K - $107K
|
47K
$3.66M
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-1.31KClosed |
$100K - $107K
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Kanawha Capital Management LLC
|
SELL
|
- |
-1.31K- 9.61% |
$100K - $107K
|
12.3K
$962K
|
|
|
Jan 18, 2022
Q4 2021
|
Solitude Financial Services
|
SELL
|
- |
-1.32K- 23.8% |
$101K - $108K
|
4.23K
$330K
|
|
|
Jan 12, 2022
Q4 2021
|
Mc Elhenny Sheffield Capital Management, LLC
|
SELL
|
- |
-1.34K- 21.71% |
$102K - $109K
|
4.82K
$376K
|
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
SELL
|
- |
-1.4K- 12.33% |
$107K - $114K
|
9.93K
$773K
|
|
|
Feb 01, 2022
Q4 2021
|
Decatur Capital Management, Inc.
Decatur, GA |
SELL
|
- |
-1.47K- 19.96% |
$112K - $120K
|
5.88K
$458K
|
|
|
Feb 01, 2022
Q4 2021
|
Patriot Investment Management Inc.
|
SELL
|
- |
-1.47K- 6.74% |
$112K - $120K
|
20.4K
$1.59M
|