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 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
75.1KNew |
$5.74M - $6.14M
|
75.1K
$5.82M
|
|
|
Feb 11, 2022
Q4 2021
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
74.8KNew |
$5.71M - $6.12M
|
74.8K
$5.79M
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
74.5KNew |
$5.69M - $6.1M
|
74.5K
$5.77M
|
|
|
Feb 10, 2022
Q4 2021
|
Thornburg Investment Management Inc
|
BUY
|
- |
73.9K+ 207.59% |
$5.64M - $6.05M
|
109K
$8.48M
|
|
|
Jan 21, 2022
Q4 2021
|
Darwin Advisors, LLC
|
BUY
|
- |
73.4K+ 60.36% |
$5.61M - $6.01M
|
195K
$15.1M
|
|
|
Jan 31, 2022
Q4 2021
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
70.8K+ 17.03% |
$5.41M - $5.79M
|
486K
$37.7M
|
|
|
Feb 17, 2022
Q4 2021
|
Titleist Asset Management, Ltd.
San Antonio, TX |
BUY
|
- |
69.7KNew |
$5.32M - $5.7M
|
69.7K
$5.4M
|
|
|
Feb 02, 2022
Q4 2021
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
69.1K+ 103.33% |
$5.28M - $5.66M
|
136K
$10.5M
|
|
|
Feb 09, 2022
Q4 2021
|
Leverty Financial Group, LLC
|
BUY
|
- |
68.3KNew |
$5.22M - $5.59M
|
68.3K
$5.29M
|
|
|
Feb 14, 2022
Q4 2021
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
66K+ 778.12% |
$5.04M - $5.4M
|
74.5K
$5.77M
|
|
|
Jan 20, 2022
Q4 2021
|
Tru Independence Asset Management 2, LLC
|
BUY
|
- |
65KNew |
$4.97M - $5.32M
|
65K
$5.04M
|
|
|
Feb 11, 2022
Q4 2021
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
65K+ 178.97% |
$4.97M - $5.32M
|
101K
$7.85M
|
|
|
Feb 11, 2022
Q4 2021
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
64.1K+ 3.46% |
$4.9M - $5.25M
|
1.92M
$149M
|
|
|
Feb 14, 2022
Q4 2021
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
61.6K+ 836.28% |
$4.7M - $5.04M
|
68.9K
$5.34M
|
|
|
Feb 14, 2022
Q4 2021
|
Wit, LLC
District Of Columbia, DC |
BUY
|
- |
61.5K+ 3.18% |
$4.7M - $5.03M
|
2M
$155M
|
|
|
Feb 14, 2022
Q4 2021
|
Jmac Enterprises LLC
|
BUY
|
- |
58.9KNew |
$4.5M - $4.82M
|
58.9K
$4.56M
|
|
|
Feb 14, 2022
Q4 2021
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
51.4K+ 1907.62% |
$3.92M - $4.2M
|
54K
$4.19M
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
50.1K+ 6.75% |
$3.83M - $4.1M
|
793K
$61.4M
|
|
|
Jun 26, 2023
Q4 2021
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
49.8KNew |
$3.8M - $4.07M
|
49.8K
$3.86M
|
|
|
Jan 13, 2022
Q4 2021
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
49.6K+ 9.19% |
$3.79M - $4.06M
|
590K
$45.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
47.5K+ 13.79% |
$3.63M - $3.89M
|
392K
$30.4M
|
|
|
Feb 08, 2022
Q4 2021
|
Wolff Financial Management LLC
|
BUY
|
- |
46.4KNew |
$3.54M - $3.79M
|
46.4K
$3.59M
|
|
|
Feb 01, 2022
Q4 2021
|
Merriman Wealth Management, LLC
|
BUY
|
- |
46K+ 196.3% |
$3.51M - $3.76M
|
69.4K
$5.38M
|
|
|
Jan 26, 2022
Q4 2021
|
Country Trust Bank
|
BUY
|
- |
45.8K+ 138.85% |
$3.5M - $3.75M
|
78.8K
$6.11M
|
|
|
Jan 27, 2022
Q4 2021
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
45.2K+ 68.47% |
$3.46M - $3.7M
|
111K
$8.62M
|
|
|
Mar 30, 2023
Q4 2021
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
44K+ 11.86% |
$3.36M - $3.6M
|
415K
$32.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
BUY
|
- |
43.7KNew |
$3.34M - $3.57M
|
43.7K
$3.39M
|
|
|
Jan 19, 2022
Q4 2021
|
Brio Consultants, LLC
|
BUY
|
- |
41.9K+ 7.4% |
$3.2M - $3.43M
|
608K
$47.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
41.3K+ 6.37% |
$3.15M - $3.38M
|
690K
$53.5M
|
|
|
Feb 02, 2022
Q4 2021
|
New York State Common Retirement Fund
|
BUY
|
- |
40.9KNew |
$3.13M - $3.35M
|
40.9K
$3.17M
|
|
|
Feb 15, 2022
Q4 2021
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
40.7KNew |
$3.11M - $3.33M
|
40.7K
$3.15M
|
|
|
Jul 22, 2022
Q4 2021
|
Ltg Capital LLC
|
BUY
|
- |
40.1KNew |
$3.06M - $3.28M
|
40.1K
$3.11M
|
|
|
Feb 14, 2022
Q4 2021
|
Wood Trust Financial Corp
|
BUY
|
- |
39.8K+ 8.25% |
$3.04M - $3.26M
|
522K
$40.5M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
39.6K+ 4.34% |
$3.03M - $3.24M
|
953K
$73.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
39.3K+ 571.88% |
$3.01M - $3.22M
|
46.2K
$3.58M
|
|
|
Feb 15, 2022
Q4 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
38.7K+ 21.02% |
$2.96M - $3.17M
|
223K
$17.3M
|
|
|
Feb 08, 2022
Q4 2021
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
37.7K+ 95.45% |
$2.88M - $3.09M
|
77.2K
$5.98M
|
|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
37.5KNew |
$2.87M - $3.07M
|
37.5K
$2.91M
|
|
|
Jan 28, 2022
Q4 2021
|
Arcus Capital Partners, LLC
|
BUY
|
- |
36.9K+ 489.98% |
$2.82M - $3.02M
|
44.5K
$3.45M
|
|
|
Feb 14, 2022
Q4 2021
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
36.8K+ 4.33% |
$2.81M - $3.01M
|
887K
$68.7M
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
36.2K+ 17.5% |
$2.77M - $2.97M
|
243K
$18.9M
|
|
|
Feb 08, 2022
Q4 2021
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
36.2K+ 16.66% |
$2.77M - $2.97M
|
254K
$19.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
35.6K+ 3.49% |
$2.72M - $2.92M
|
1.06M
$81.9M
|
|
|
Jan 21, 2022
Q4 2021
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
35.4KNew |
$2.7M - $2.89M
|
35.4K
$2.74M
|
|
|
Feb 08, 2022
Q4 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
34.9K+ 30.4% |
$2.67M - $2.86M
|
150K
$11.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
34.8K+ 15.05% |
$2.66M - $2.85M
|
266K
$20.6M
|
|
|
Feb 17, 2022
Q4 2021
|
Richwood Investment Advisors, LLC
|
BUY
|
- |
34.5KNew |
$2.63M - $2.82M
|
34.5K
$2.67M
|
|
|
Feb 15, 2022
Q4 2021
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
34.2KNew |
$2.61M - $2.8M
|
34.2K
$2.65M
|
|
|
Feb 09, 2022
Q4 2021
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
34.1KNew |
$2.61M - $2.79M
|
34.1K
$2.65M
|
|
|
Feb 14, 2022
Q4 2021
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
34K+ 15.66% |
$2.6M - $2.78M
|
251K
$19.5M
|