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
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
33.8K+ 3.23% |
$2.59M - $2.77M
|
1.08M
$83.9M
|
|
Feb 14, 2022
Q4 2021
|
Investment Management Corp Of Ontario
Toronto, Z4 |
BUY
|
- |
33.5KNew |
$2.56M - $2.74M
|
33.5K
$2.6M
|
|
Feb 02, 2022
Q4 2021
|
Waldron Private Wealth LLC
|
BUY
|
- |
33.4K+ 15.74% |
$2.55M - $2.73M
|
245K
$19M
|
|
Feb 09, 2022
Q4 2021
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
33.4K+ 104.13% |
$2.55M - $2.73M
|
65.4K
$5.07M
|
|
Feb 02, 2022
Q4 2021
|
Ml & R Wealth Management LLC
|
BUY
|
- |
32.6KNew |
$2.49M - $2.67M
|
32.6K
$2.53M
|
|
Jan 25, 2022
Q4 2021
|
Fulcrum Equity Management
|
BUY
|
- |
31.5KNew |
$2.41M - $2.58M
|
31.5K
$2.44M
|
|
Feb 10, 2022
Q4 2021
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
31KNew |
$2.37M - $2.54M
|
31K
$2.4M
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
30.3K+ 1356.39% |
$2.31M - $2.48M
|
32.5K
$2.52M
|
|
Mar 11, 2022
Q4 2021
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
30.2K+ 102.46% |
$2.31M - $2.47M
|
59.7K
$4.63M
|
|
Feb 02, 2022
Q4 2021
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
29.6K+ 82.7% |
$2.26M - $2.42M
|
65.5K
$5.07M
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
29.4KNew |
$2.25M - $2.41M
|
29.4K
$2.28M
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
29.3K+ 7.13% |
$2.24M - $2.39M
|
439K
$34.1M
|
|
Feb 11, 2022
Q4 2021
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
28.4K+ 791.13% |
$2.17M - $2.32M
|
31.9K
$2.48M
|
|
Jan 27, 2022
Q4 2021
|
Briggs Advisory Group, Inc.
|
BUY
|
- |
28.3KNew |
$2.16M - $2.31M
|
28.3K
$2.19M
|
|
Feb 14, 2022
Q4 2021
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
28.1K+ 2.15% |
$2.14M - $2.3M
|
1.33M
$103M
|
|
Feb 08, 2022
Q4 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
28.1K+ 4.18% |
$2.14M - $2.3M
|
699K
$54.2M
|
|
Feb 16, 2022
Q4 2021
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
27.9KNew |
$2.13M - $2.28M
|
27.9K
$2.16M
|
|
Feb 14, 2022
Q4 2021
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
27.3K+ 251.65% |
$2.09M - $2.23M
|
38.2K
$2.96M
|
|
Feb 14, 2022
Q4 2021
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
26.8K+ 82.79% |
$2.04M - $2.19M
|
59.1K
$4.58M
|
|
Jan 31, 2022
Q4 2021
|
Acas, LLC
|
BUY
|
- |
26.6KNew |
$2.03M - $2.18M
|
26.6K
$2.06M
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
26.2K+ 15.77% |
$2.01M - $2.15M
|
193K
$14.9M
|
|
Jan 25, 2022
Q4 2021
|
Belvedere Trading LLC
|
BUY
|
- |
26.2K+ 95.6% |
$2M - $2.15M
|
53.7K
$4.16M
|
|
Jan 31, 2022
Q4 2021
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
25.4K+ 482.16% |
$1.94M - $2.08M
|
30.7K
$2.38M
|
|
Feb 03, 2022
Q4 2021
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
25.2K+ 1.24% |
$1.93M - $2.06M
|
2.06M
$160M
|
|
Aug 04, 2022
Q4 2021
|
Warwick Investment Management, Inc.
|
BUY
|
- |
25.2KNew |
$1.93M - $2.06M
|
25.2K
$1.96M
|
|
Feb 15, 2022
Q4 2021
|
Metropolitan Life Insurance CO
New York, NY |
BUY
|
- |
25K+ 15.34% |
$1.91M - $2.05M
|
188K
$14.6M
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
BUY
|
- |
24.9K+ 11.53% |
$1.9M - $2.04M
|
241K
$18.7M
|
|
Feb 11, 2022
Q4 2021
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
24.4KNew |
$1.86M - $1.99M
|
24.4K
$1.89M
|
|
Feb 02, 2022
Q4 2021
|
Cavalier Investments, LLC
|
BUY
|
- |
24.1K+ 21.99% |
$1.84M - $1.97M
|
134K
$10.4M
|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
23.9K+ 92.0% |
$1.83M - $1.96M
|
50K
$3.87M
|
|
Feb 15, 2022
Q4 2021
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
23.8K+ 258.87% |
$1.82M - $1.94M
|
32.9K
$2.55M
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
23.6K+ 8.61% |
$1.8M - $1.93M
|
298K
$23.1M
|
|
Feb 03, 2022
Q4 2021
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
23.2KNew |
$1.78M - $1.9M
|
23.2K
$1.8M
|
|
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
23.1KNew |
$1.77M - $1.89M
|
23.1K
$1.79M
|
|
Feb 14, 2022
Q4 2021
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
22.9K+ 41.77% |
$1.75M - $1.87M
|
77.6K
$6.01M
|
|
Feb 02, 2022
Q4 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
22.7K+ 4.52% |
$1.74M - $1.86M
|
525K
$40.7M
|
|
Feb 07, 2022
Q4 2021
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
22.6KNew |
$1.72M - $1.85M
|
22.6K
$1.75M
|
|
Feb 07, 2022
Q4 2021
|
Texas Capital Bancshares Inc
|
BUY
|
- |
22.5K+ 461.89% |
$1.72M - $1.84M
|
27.4K
$2.12M
|
|
May 17, 2022
Q4 2021
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
22.4KNew |
$1.71M - $1.83M
|
22.4K
$1.74M
|
|
Jan 18, 2022
Q4 2021
|
Stairway Partners, LLC
|
BUY
|
- |
22.4K+ 0.87% |
$1.71M - $1.83M
|
2.59M
$201M
|
|
Feb 14, 2022
Q4 2021
|
Connable Office Inc
|
BUY
|
- |
22.3K+ 4.98% |
$1.7M - $1.82M
|
470K
$36.4M
|
|
Jan 19, 2022
Q4 2021
|
Edge Capital Group, LLC
|
BUY
|
- |
21.3K+ 25.63% |
$1.62M - $1.74M
|
104K
$8.08M
|
|
Feb 14, 2022
Q4 2021
|
William Blair Investment Management, LLC
Chicago, IL |
BUY
|
- |
21.2K+ 4321.22% |
$1.62M - $1.73M
|
21.7K
$1.68M
|
|
Feb 14, 2022
Q4 2021
|
Putnam Investments LLC
Boston, MA |
BUY
|
- |
21KNew |
$1.61M - $1.72M
|
21K
$1.63M
|
|
Feb 17, 2022
Q4 2021
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
20.7KNew |
$1.58M - $1.69M
|
20.7K
$1.6M
|
|
Feb 11, 2022
Q4 2021
|
Biltmore Family Office, LLC
|
BUY
|
- |
20.5K+ 132.15% |
$1.57M - $1.68M
|
36.1K
$2.79M
|
|
Jan 31, 2022
Q4 2021
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
20.3K+ 37.51% |
$1.55M - $1.66M
|
74.6K
$5.78M
|
|
Feb 10, 2022
Q4 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
20.3KNew |
$1.55M - $1.66M
|
20.3K
$1.58M
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
20.2K+ 163.93% |
$1.55M - $1.66M
|
32.6K
$2.53M
|
|
Feb 14, 2022
Q4 2021
|
Hfg Advisors, Inc.
|
BUY
|
- |
19.8KNew |
$1.52M - $1.62M
|
19.8K
$1.54M
|