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 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-3.58K- 8.31% |
$274K - $293K
|
39.5K
$3.08M
|
|
Feb 09, 2022
Q4 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-3.59K- 2.58% |
$274K - $293K
|
135K
$10.5M
|
|
Jan 24, 2022
Q4 2021
|
Lcm Capital Management Inc
|
SELL
|
- |
-3.6K- 4.48% |
$275K - $294K
|
76.8K
$5.98M
|
|
Feb 28, 2022
Q4 2021
|
Camden Capital, LLC
|
SELL
|
- |
-3.72K- 30.77% |
$284K - $304K
|
8.36K
$652K
|
|
Jan 19, 2022
Q4 2021
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-3.74KClosed |
$285K - $306K
|
0
$0
|
|
Feb 04, 2022
Q4 2021
|
Axiom Financial Strategies, LLC
New Albany, IN |
SELL
|
- |
-3.76K- 35.34% |
$287K - $308K
|
6.88K
$536K
|
|
Feb 11, 2022
Q4 2021
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-3.76K- 0.4% |
$287K - $308K
|
940K
$73.2M
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
SELL
|
- |
-3.79K- 1.54% |
$290K - $310K
|
242K
$18.8M
|
|
Jan 31, 2022
Q4 2021
|
Harvest Investment Services, LLC
|
SELL
|
- |
-3.83KClosed |
$293K - $314K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-3.91K- 37.24% |
$299K - $320K
|
6.59K
$513K
|
|
Feb 14, 2022
Q4 2021
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-3.93KClosed |
$300K - $322K
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-4.07K- 5.51% |
$311K - $333K
|
69.8K
$5.44M
|
|
Jun 20, 2024
Q4 2021
|
Northwestern Mutual Investment Management Company, LLC
|
SELL
|
- |
-4.13K- 5.46% |
$316K - $338K
|
71.5K
$5.57M
|
|
Feb 11, 2022
Q4 2021
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-4.16K- 7.39% |
$317K - $340K
|
52.1K
$4.06M
|
|
Feb 11, 2022
Q4 2021
|
Mai Capital Management
|
SELL
|
- |
-4.3K- 1.49% |
$328K - $351K
|
284K
$22.1M
|
|
Jul 28, 2022
Q4 2021
|
Sanford Advisory Services, LLC
|
SELL
|
- |
-4.4K- 52.86% |
$336K - $360K
|
3.92K
$305K
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-4.42K- 37.13% |
$338K - $362K
|
7.49K
$583K
|
|
Nov 19, 2024
Q4 2021
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
SELL
|
- |
-4.51K- 8.42% |
$345K - $369K
|
49K
$3.82M
|
|
Feb 14, 2022
Q4 2021
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-4.61K- 3.8% |
$352K - $377K
|
117K
$9.09M
|
|
Feb 14, 2022
Q4 2021
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-4.75K- 9.55% |
$363K - $389K
|
45K
$3.51M
|
|
Feb 09, 2022
Q4 2021
|
Emerson Wealth, LLC
|
SELL
|
- |
-4.8K- 4.25% |
$366K - $393K
|
108K
$8.43M
|
|
Feb 04, 2022
Q4 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-4.81K- 47.43% |
$367K - $393K
|
5.33K
$415K
|
|
Feb 14, 2022
Q4 2021
|
Rbf Capital, LLC
San Francisco, CA |
SELL
|
- |
-5K- 9.11% |
$382K - $409K
|
49.9K
$3.89M
|
|
Jan 21, 2022
Q4 2021
|
Patton Fund Management, Inc.
|
SELL
|
- |
-5.06K- 2.73% |
$387K - $414K
|
180K
$14.1M
|
|
Feb 09, 2022
Q4 2021
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-5.1KClosed |
$389K - $417K
|
0
$0
|
|
Feb 15, 2022
Q4 2021
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-5.18K- 38.66% |
$396K - $424K
|
8.22K
$640K
|
|
Feb 11, 2022
Q4 2021
|
Sun Life Financial Inc
Toronto, A6 |
SELL
|
- |
-5.2K- 13.64% |
$397K - $426K
|
32.9K
$2.56M
|
|
Feb 11, 2022
Q4 2021
|
Core Alternative Capital
|
SELL
|
- |
-5.33K- 3.83% |
$407K - $436K
|
134K
$10.4M
|
|
Feb 02, 2022
Q4 2021
|
Ashfield Capital Partners, LLC
|
SELL
|
- |
-5.33K- 12.18% |
$407K - $436K
|
38.4K
$3M
|
|
Feb 14, 2022
Q4 2021
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-5.48K- 0.2% |
$419K - $448K
|
2.7M
$210M
|
|
Feb 14, 2022
Q4 2021
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-5.62K- 8.03% |
$429K - $460K
|
64.4K
$5.01M
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-5.68K- 5.78% |
$434K - $465K
|
92.6K
$7.21M
|
|
Feb 04, 2022
Q4 2021
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-5.69K- 32.28% |
$434K - $465K
|
11.9K
$929K
|
|
Jan 18, 2022
Q4 2021
|
Leith Wheeler Investment Counsel Ltd.
|
SELL
|
- |
-5.78KClosed |
$441K - $473K
|
0
$0
|
|
Jan 19, 2022
Q4 2021
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-5.86KClosed |
$448K - $480K
|
0
$0
|
|
May 17, 2024
Q4 2021
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-6K- 1.61% |
$458K - $491K
|
366K
$28.5M
|
|
Feb 10, 2022
Q4 2021
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-6.05KClosed |
$463K - $495K
|
0
$0
|
|
Jan 06, 2022
Q4 2021
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-6.07K- 6.6% |
$464K - $497K
|
85.9K
$6.69M
|
|
Feb 14, 2022
Q4 2021
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-6.14KClosed |
$469K - $503K
|
0
$0
|
|
Feb 02, 2022
Q4 2021
|
American Financial Advisors, LLC
|
SELL
|
- |
-6.18K- 13.22% |
$472K - $506K
|
40.6K
$3.16M
|
|
Jan 26, 2022
Q4 2021
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
SELL
|
- |
-6.43K- 0.93% |
$491K - $526K
|
688K
$53.6M
|
|
Feb 01, 2022
Q4 2021
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-6.48K- 8.92% |
$495K - $530K
|
66.2K
$5.16M
|
|
Feb 09, 2022
Q4 2021
|
Btc Capital Management, Inc.
|
SELL
|
- |
-6.53K- 1.98% |
$499K - $535K
|
324K
$25.2M
|
|
Feb 09, 2022
Q4 2021
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-6.66K- 3.2% |
$509K - $545K
|
202K
$15.7M
|
|
Jan 26, 2022
Q4 2021
|
Norris Perne & French LLP
Grand Rapids, MI |
SELL
|
- |
-7.05KClosed |
$538K - $577K
|
0
$0
|
|
Jan 31, 2022
Q4 2021
|
Graypoint LLC
|
SELL
|
- |
-7.05K- 25.5% |
$539K - $577K
|
20.6K
$1.61M
|
|
Feb 11, 2022
Q4 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-7.05K- 5.78% |
$539K - $577K
|
115K
$8.96M
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-7.12K- 6.19% |
$544K - $583K
|
108K
$8.41M
|
|
Jan 14, 2022
Q4 2021
|
Strategy Asset Managers LLC
|
SELL
|
- |
-7.3K- 63.4% |
$558K - $597K
|
4.21K
$328K
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-7.37K- 58.82% |
$563K - $603K
|
5.16K
$402K
|