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 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
19.6K+ 4.37% |
$1.5M - $1.61M
|
469K
$36.3M
|
|
|
Jan 18, 2022
Q4 2021
|
Domani Wealth, LLC
|
BUY
|
- |
19.6K+ 6.14% |
$1.5M - $1.6M
|
339K
$26.2M
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
19.4K+ 10.25% |
$1.48M - $1.59M
|
209K
$16.2M
|
|
|
Feb 10, 2022
Q4 2021
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
19.3KNew |
$1.47M - $1.58M
|
19.3K
$1.49M
|
|
|
Feb 17, 2022
Q4 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
19.1K+ 10.27% |
$1.46M - $1.56M
|
205K
$15.9M
|
|
|
Feb 07, 2022
Q4 2021
|
Victory Capital Management Inc
|
BUY
|
- |
19K+ 66.39% |
$1.46M - $1.56M
|
47.7K
$3.7M
|
|
|
Feb 11, 2022
Q4 2021
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
18.8K+ 289.63% |
$1.44M - $1.54M
|
25.3K
$1.96M
|
|
|
May 16, 2022
Q4 2021
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
18.8KNew |
$1.44M - $1.54M
|
18.8K
$1.46M
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
18.4K+ 42.55% |
$1.41M - $1.51M
|
61.7K
$4.78M
|
|
|
Feb 08, 2022
Q4 2021
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
18.4K+ 155.21% |
$1.4M - $1.5M
|
30.2K
$2.34M
|
|
|
Feb 14, 2022
Q4 2021
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
18.4K+ 149.35% |
$1.4M - $1.5M
|
30.7K
$2.38M
|
|
|
Feb 14, 2022
Q4 2021
|
Thrive Wealth Management, LLC
|
BUY
|
- |
18.1KNew |
$1.38M - $1.48M
|
18.1K
$1.4M
|
|
|
Jan 21, 2022
Q4 2021
|
Prosperity Planning, Inc.
|
BUY
|
- |
17.7K+ 12.82% |
$1.35M - $1.45M
|
155K
$12.1M
|
|
|
Jan 18, 2022
Q4 2021
|
Dentgroup LLC
|
BUY
|
- |
17.5KNew |
$1.34M - $1.43M
|
17.5K
$1.35M
|
|
|
Feb 14, 2022
Q4 2021
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
17.4K+ 14.98% |
$1.33M - $1.43M
|
134K
$10.4M
|
|
|
Feb 23, 2022
Q4 2021
|
C2 C Wealth Management, LLC
|
BUY
|
- |
17.3KNew |
$1.32M - $1.42M
|
17.3K
$1.34M
|
|
|
Jan 28, 2022
Q4 2021
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
17.2K+ 25.49% |
$1.31M - $1.41M
|
84.6K
$6.56M
|
|
|
Feb 18, 2022
Q4 2021
|
Comerica Bank
|
BUY
|
- |
17.1K+ 1.34% |
$1.31M - $1.4M
|
1.3M
$101M
|
|
|
Feb 11, 2022
Q4 2021
|
Magellan Asset Management LTD
Sydney, C3 |
BUY
|
- |
16.9KNew |
$1.29M - $1.38M
|
16.9K
$1.31M
|
|
|
May 10, 2022
Q4 2021
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
16.5KNew |
$1.26M - $1.35M
|
16.5K
$1.28M
|
|
|
Jan 13, 2022
Q4 2021
|
Parkside Advisors LLC
|
BUY
|
- |
16.2K+ 4.03% |
$1.24M - $1.33M
|
419K
$32.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Evercore Wealth Management, LLC
New York, NY |
BUY
|
- |
16.2K+ 7.36% |
$1.24M - $1.33M
|
237K
$18.3M
|
|
|
Jan 28, 2022
Q4 2021
|
Highview Capital Management LLC
|
BUY
|
- |
16.2KNew |
$1.24M - $1.32M
|
16.2K
$1.25M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
16K+ 7.72% |
$1.22M - $1.31M
|
223K
$17.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
15.8K+ 80.28% |
$1.21M - $1.29M
|
35.5K
$2.75M
|
|
|
Jan 20, 2022
Q4 2021
|
Radnor Capital Management, LLC
|
BUY
|
- |
15.8KNew |
$1.2M - $1.29M
|
15.8K
$1.22M
|
|
|
Jan 25, 2022
Q4 2021
|
Hancock Whitney Corp
|
BUY
|
- |
15.7K+ 3.03% |
$1.2M - $1.28M
|
533K
$41.3M
|
|
|
Nov 14, 2022
Q4 2021
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
15.6KNew |
$1.19M - $1.27M
|
15.6K
$1.21M
|
|
|
Feb 22, 2022
Q4 2021
|
Sbk Financial, Inc.
Richmond, VA |
BUY
|
- |
15.4KNew |
$1.18M - $1.26M
|
15.4K
$1.19M
|
|
|
Feb 14, 2022
Q4 2021
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
15.4K+ 31.3% |
$1.17M - $1.26M
|
64.5K
$5M
|
|
|
Jan 20, 2022
Q4 2021
|
Mcdaniel Terry & CO
|
BUY
|
- |
15.3KNew |
$1.17M - $1.26M
|
15.3K
$1.19M
|
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
15.1KNew |
$1.16M - $1.24M
|
15.1K
$1.17M
|
|
|
Feb 15, 2022
Q4 2021
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
15.1K+ 474.27% |
$1.16M - $1.24M
|
18.3K
$1.42M
|
|
|
Feb 11, 2022
Q4 2021
|
Townsquare Capital LLC
|
BUY
|
- |
15KNew |
$1.15M - $1.23M
|
15K
$1.16M
|
|
|
Feb 11, 2022
Q4 2021
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
14.8KNew |
$1.13M - $1.21M
|
14.8K
$1.15M
|
|
|
May 02, 2022
Q4 2021
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
14.6KNew |
$1.12M - $1.2M
|
14.6K
$1.13M
|
|
|
Feb 14, 2022
Q4 2021
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
14.6KNew |
$1.12M - $1.2M
|
14.6K
$1.13M
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
14.6K+ 7.71% |
$1.12M - $1.19M
|
204K
$15.8M
|
|
|
Feb 03, 2022
Q4 2021
|
Mason Street Advisors, LLC
Milwaukee, WI |
BUY
|
- |
14.6K+ 9.91% |
$1.12M - $1.19M
|
162K
$12.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Harding Loevner LP
Bridgewater, NJ |
BUY
|
- |
14.5KNew |
$1.11M - $1.19M
|
14.5K
$1.13M
|
|
|
Jan 28, 2022
Q4 2021
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
14.3K+ 75.04% |
$1.1M - $1.17M
|
33.4K
$2.59M
|
|
|
Mar 15, 2022
Q4 2021
|
Security Financial Services, Inc.
|
BUY
|
- |
14.3KNew |
$1.09M - $1.17M
|
14.3K
$1.11M
|
|
|
Jan 21, 2022
Q4 2021
|
Russell Investments Group, Ltd.
|
BUY
|
- |
14.3K+ 74.11% |
$1.09M - $1.17M
|
33.5K
$2.6M
|
|
|
Jan 07, 2022
Q4 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
14.1K+ 4.18% |
$1.07M - $1.15M
|
351K
$27.2M
|
|
|
Feb 16, 2022
Q4 2021
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
14KNew |
$1.07M - $1.15M
|
14K
$1.09M
|
|
|
Feb 04, 2022
Q4 2021
|
Salomon & Ludwin, LLC
|
BUY
|
- |
14K+ 5.97% |
$1.07M - $1.15M
|
248K
$19.3M
|
|
|
Jan 28, 2022
Q4 2021
|
Vahanian & Associates Financial Planning Inc.
|
BUY
|
- |
14KNew |
$1.07M - $1.14M
|
14K
$1.08M
|
|
|
Feb 10, 2022
Q4 2021
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
13.9KNew |
$1.06M - $1.14M
|
13.9K
$1.08M
|
|
|
Feb 11, 2022
Q4 2021
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
13.8KNew |
$1.05M - $1.13M
|
13.8K
$1.07M
|
|
|
Feb 07, 2022
Q4 2021
|
North Rock Partners, LLC
|
BUY
|
- |
13.8K+ 162.56% |
$1.05M - $1.13M
|
22.3K
$1.73M
|