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 |
|---|---|---|---|---|---|---|---|
|
May 06, 2022
Q4 2021
|
Empirical Asset Management, LLC
|
BUY
|
- |
9.09KNew |
$695K - $744K
|
9.09K
$705K
|
|
|
Feb 14, 2022
Q4 2021
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
8.96K+ 184.11% |
$684K - $733K
|
13.8K
$1.07M
|
|
|
Jan 17, 2024
Q4 2021
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
8.95K+ 12.05% |
$683K - $732K
|
83.2K
$6.45M
|
|
|
Feb 14, 2022
Q4 2021
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
8.93KNew |
$682K - $731K
|
8.93K
$692K
|
|
|
Feb 11, 2022
Q4 2021
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
8.79K+ 6.18% |
$672K - $719K
|
151K
$11.7M
|
|
|
Jan 31, 2022
Q4 2021
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
8.76KNew |
$670K - $717K
|
8.76K
$679K
|
|
|
Feb 10, 2022
Q4 2021
|
Citizens Financial Group Inc
|
BUY
|
- |
8.76K+ 1.18% |
$670K - $717K
|
750K
$58.1M
|
|
|
Jan 18, 2022
Q4 2021
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
8.74K+ 3.97% |
$668K - $715K
|
229K
$17.8M
|
|
|
Feb 07, 2022
Q4 2021
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
8.7KNew |
$665K - $712K
|
8.7K
$674K
|
|
|
Feb 09, 2022
Q4 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
8.7K+ 26.27% |
$664K - $712K
|
41.8K
$3.24M
|
|
|
Feb 07, 2022
Q4 2021
|
Greenfield Ftc, Inc.
|
BUY
|
- |
8.65K+ 1.76% |
$661K - $708K
|
501K
$38.9M
|
|
|
Feb 11, 2022
Q4 2021
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
8.6K+ 15.1% |
$657K - $704K
|
65.6K
$5.08M
|
|
|
Jan 21, 2022
Q4 2021
|
Linker Capital Management Inc.
|
BUY
|
- |
8.59KNew |
$656K - $703K
|
8.59K
$666K
|
|
|
Aug 16, 2024
Q4 2021
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
8.5K+ 2.4% |
$650K - $696K
|
363K
$28.1M
|
|
|
Mar 17, 2022
Q4 2021
|
American Trust
Lexington, KY |
BUY
|
- |
8.48KNew |
$648K - $694K
|
8.48K
$657K
|
|
|
Feb 15, 2022
Q4 2021
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
8.47KNew |
$647K - $693K
|
8.47K
$656K
|
|
|
Jan 14, 2022
Q4 2021
|
Wedmont Private Capital
|
BUY
|
- |
8.42KNew |
$643K - $689K
|
8.42K
$653K
|
|
|
Feb 14, 2022
Q4 2021
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
8.38K+ 17.84% |
$641K - $686K
|
55.4K
$4.29M
|
|
|
Jan 18, 2022
Q4 2021
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
8.35K+ 179.24% |
$638K - $683K
|
13K
$1.01M
|
|
|
Jan 19, 2022
Q4 2021
|
Eagle Ridge Investment Management
|
BUY
|
- |
8.34KNew |
$637K - $683K
|
8.34K
$647K
|
|
|
Dec 27, 2022
Q4 2021
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
8.33K+ 169.51% |
$637K - $682K
|
13.2K
$1.03M
|
|
|
Apr 20, 2022
Q4 2021
|
Objective Capital Management, LLC
|
BUY
|
- |
8.33KNew |
$636K - $682K
|
8.33K
$646K
|
|
|
Feb 09, 2022
Q4 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
8.27K+ 0.83% |
$632K - $677K
|
1.01M
$78.1M
|
|
|
Feb 15, 2022
Q4 2021
|
Connors Investor Services Inc
Wyomissing, PA |
BUY
|
- |
8.24K+ 12.29% |
$630K - $675K
|
75.3K
$5.84M
|
|
|
Feb 18, 2022
Q4 2021
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
8.21KNew |
$627K - $672K
|
8.21K
$636K
|
|
|
Feb 14, 2022
Q4 2021
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
8.17K+ 3.04% |
$624K - $668K
|
277K
$21.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
8.16KNew |
$624K - $668K
|
8.16K
$633K
|
|
|
Feb 08, 2022
Q4 2021
|
Brinker Capital Investments, LLC
|
BUY
|
- |
8.05K+ 2.83% |
$615K - $659K
|
292K
$22.6M
|
|
|
Feb 08, 2022
Q4 2021
|
Madden Advisory Services, Inc.
|
BUY
|
- |
8.04K+ 8.35% |
$614K - $658K
|
104K
$8.09M
|
|
|
Feb 15, 2022
Q4 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
8.01K+ 3.1% |
$612K - $656K
|
266K
$20.6M
|
|
|
Jan 18, 2022
Q4 2021
|
First National Bank Of South Miami
|
BUY
|
- |
7.98K+ 4.98% |
$609K - $653K
|
168K
$13M
|
|
|
Feb 14, 2022
Q4 2021
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
7.92KNew |
$605K - $648K
|
7.92K
$614K
|
|
|
Mar 01, 2022
Q4 2021
|
Ascent Group, LLC
|
BUY
|
- |
7.92KNew |
$605K - $648K
|
7.92K
$613K
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
BUY
|
- |
7.88K+ 2.54% |
$602K - $645K
|
318K
$24.7M
|
|
|
Jan 27, 2022
Q4 2021
|
Krilogy Financial LLC
|
BUY
|
- |
7.85K+ 33.86% |
$600K - $642K
|
31K
$2.41M
|
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
7.84K+ 23.91% |
$599K - $642K
|
40.6K
$3.15M
|
|
|
Feb 14, 2022
Q4 2021
|
Sns Financial Group, LLC
|
BUY
|
- |
7.82K+ 3.86% |
$597K - $640K
|
210K
$16.3M
|
|
|
Jan 06, 2022
Q4 2021
|
Vigilant Capital Management, LLC
|
BUY
|
- |
7.8K+ 8042.27% |
$596K - $638K
|
7.9K
$612K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Planners Of Cleveland, Inc.
Mayfield Heights, OH |
BUY
|
- |
7.76KNew |
$593K - $635K
|
7.76K
$601K
|
|
|
Feb 23, 2022
Q4 2021
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
7.65KNew |
$584K - $626K
|
7.65K
$593K
|
|
|
Jan 26, 2022
Q4 2021
|
New Square Capital LLC
|
BUY
|
- |
7.59K+ 14.48% |
$579K - $621K
|
60K
$4.65M
|
|
|
Jun 07, 2022
Q4 2021
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
7.57KNew |
$579K - $620K
|
7.57K
$587K
|
|
|
Feb 10, 2022
Q4 2021
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
7.57KNew |
$578K - $619K
|
7.57K
$587K
|
|
|
Feb 07, 2022
Q4 2021
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
7.57K+ 53.2% |
$578K - $619K
|
21.8K
$1.69M
|
|
|
Jan 13, 2022
Q4 2021
|
Nexus Investment Management Ulc
|
BUY
|
- |
7.5K+ 31.19% |
$573K - $614K
|
31.6K
$2.45M
|
|
|
Feb 02, 2022
Q4 2021
|
Family Firm, Inc.
|
BUY
|
- |
7.46K+ 15.75% |
$570K - $610K
|
54.8K
$4.25M
|
|
|
Feb 07, 2022
Q4 2021
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
7.32K+ 22.23% |
$559K - $599K
|
40.3K
$3.12M
|
|
|
Feb 17, 2022
Q4 2021
|
Oldfather Financial Services, LLC
|
BUY
|
- |
7.3K+ 11.29% |
$558K - $598K
|
72K
$5.58M
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
7.09K+ 11.88% |
$542K - $580K
|
66.8K
$5.17M
|
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
7.03K+ 5.25% |
$537K - $575K
|
141K
$10.9M
|