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 14, 2022
Q4 2021
|
New Legacy Group, LLC
|
BUY
|
- |
7KNew |
$535K - $573K
|
7K
$543K
|
|
|
Feb 11, 2022
Q4 2021
|
Henrickson Nauta Wealth Advisors, Inc.
Belmont, MI |
BUY
|
- |
7KNew |
$535K - $573K
|
7K
$543K
|
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
6.93K+ 61.55% |
$530K - $567K
|
18.2K
$1.41M
|
|
|
Feb 10, 2022
Q4 2021
|
Comerica Securities,Inc.
|
BUY
|
- |
6.93K+ 1.62% |
$529K - $567K
|
435K
$33.7M
|
|
|
Feb 08, 2022
Q4 2021
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
6.79K+ 45.89% |
$518K - $555K
|
21.6K
$1.67M
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
6.79K+ 6.81% |
$518K - $555K
|
106K
$8.25M
|
|
|
Apr 13, 2022
Q4 2021
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
6.78KNew |
$518K - $554K
|
6.78K
$525K
|
|
|
Feb 04, 2022
Q4 2021
|
Amg National Trust Bank
|
BUY
|
- |
6.71K+ 0.57% |
$513K - $549K
|
1.18M
$91.2M
|
|
|
Feb 15, 2022
Q4 2021
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
6.7K+ 11.54% |
$512K - $549K
|
64.8K
$5.02M
|
|
|
Jan 27, 2022
Q4 2021
|
Tap Consulting, LLC
|
BUY
|
- |
6.7K+ 6.23% |
$512K - $548K
|
114K
$8.85M
|
|
|
Feb 14, 2022
Q4 2021
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
6.56KNew |
$501K - $536K
|
6.56K
$508K
|
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
BUY
|
- |
6.52K+ 10.96% |
$498K - $534K
|
66K
$5.12M
|
|
|
Apr 07, 2022
Q4 2021
|
Greenspring Advisors, LLC
|
BUY
|
- |
6.51KNew |
$497K - $533K
|
6.51K
$504K
|
|
|
Feb 10, 2022
Q4 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
6.5KNew |
$496K - $532K
|
6.5K
$504K
|
|
|
Jan 19, 2022
Q4 2021
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
6.5K+ 206.29% |
$496K - $532K
|
9.65K
$747K
|
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
6.48K+ 14.5% |
$495K - $530K
|
51.1K
$3.96M
|
|
|
Feb 04, 2022
Q4 2021
|
Destination Wealth Management
|
BUY
|
- |
6.46K+ 1.6% |
$494K - $529K
|
411K
$31.8M
|
|
|
Feb 09, 2022
Q4 2021
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
6.44K+ 8.05% |
$492K - $527K
|
86.4K
$6.7M
|
|
|
Feb 08, 2022
Q4 2021
|
Parisi Gray Wealth Management
|
BUY
|
- |
6.43K+ 52.64% |
$491K - $526K
|
18.6K
$1.45M
|
|
|
Feb 07, 2022
Q4 2021
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
6.32K+ 7.37% |
$482K - $517K
|
92K
$7.13M
|
|
|
Jan 12, 2022
Q4 2021
|
Private Capital Management LLC
|
BUY
|
- |
6.3K+ 158.35% |
$482K - $516K
|
10.3K
$797K
|
|
|
Jan 26, 2022
Q4 2021
|
Index Fund Advisors, Inc.
|
BUY
|
- |
6.3KNew |
$481K - $516K
|
6.3K
$488K
|
|
|
Feb 14, 2022
Q4 2021
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
6.29KNew |
$481K - $515K
|
6.29K
$487K
|
|
|
Jan 26, 2022
Q4 2021
|
Straight Path Wealth Management
|
BUY
|
- |
6.13KNew |
$468K - $502K
|
6.13K
$475K
|
|
|
Feb 07, 2022
Q4 2021
|
Inverness Counsel LLC
|
BUY
|
- |
6.13KNew |
$468K - $501K
|
6.13K
$475K
|
|
|
Jan 24, 2022
Q4 2021
|
Amarillo National Bank
|
BUY
|
- |
6.12K+ 5.58% |
$468K - $501K
|
116K
$8.98M
|
|
|
Jan 24, 2022
Q4 2021
|
Wealth Bridge Investment Counsel Inc.
|
BUY
|
- |
6.12K+ 3.5% |
$468K - $501K
|
181K
$14M
|
|
|
Jan 28, 2022
Q4 2021
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
6.1K+ 4.04% |
$466K - $499K
|
157K
$12.2M
|
|
|
Feb 15, 2022
Q4 2021
|
Colony Group LLC
Boston, MA |
BUY
|
- |
6.07K+ 2.59% |
$463K - $496K
|
240K
$18.6M
|
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
6.03KNew |
$461K - $494K
|
6.03K
$467K
|
|
|
Feb 11, 2022
Q4 2021
|
Advisor Resource Council
|
BUY
|
- |
6.03KNew |
$461K - $493K
|
6.03K
$467K
|
|
|
Feb 01, 2022
Q4 2021
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
5.8K+ 121.85% |
$443K - $475K
|
10.6K
$818K
|
|
|
Jan 19, 2024
Q4 2021
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
5.79KNew |
$442K - $474K
|
5.79K
$449K
|
|
|
Feb 08, 2022
Q4 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
5.76K+ 6.13% |
$440K - $471K
|
99.7K
$7.73M
|
|
|
Jan 26, 2022
Q4 2021
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
5.73K+ 91.18% |
$438K - $469K
|
12K
$931K
|
|
|
Feb 04, 2022
Q4 2021
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
5.72K+ 217.28% |
$437K - $468K
|
8.35K
$647K
|
|
|
Feb 14, 2022
Q4 2021
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
5.69K+ 110.21% |
$435K - $466K
|
10.9K
$841K
|
|
|
Feb 14, 2022
Q4 2021
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
5.67KNew |
$433K - $464K
|
5.67K
$440K
|
|
|
Feb 15, 2022
Q4 2021
|
Apeiron Ria LLC
|
BUY
|
- |
5.65KNew |
$431K - $462K
|
5.65K
$438K
|
|
|
Jan 25, 2022
Q4 2021
|
Macroview Investment Management LLC
|
BUY
|
- |
5.63K+ 400.0% |
$430K - $461K
|
7.04K
$546K
|
|
|
Jan 28, 2022
Q4 2021
|
Absolute Capital Management, LLC
|
BUY
|
- |
5.63KNew |
$430K - $461K
|
5.63K
$436K
|
|
|
Jan 28, 2022
Q4 2021
|
Dubuque Bank & Trust CO
|
BUY
|
- |
5.63K+ 44.33% |
$430K - $460K
|
18.3K
$1.42M
|
|
|
Feb 15, 2022
Q4 2021
|
Resolute Financial, LLC
|
BUY
|
- |
5.62KNew |
$430K - $460K
|
5.62K
$436K
|
|
|
Jan 26, 2022
Q4 2021
|
Alera Investment Advisors, LLC
|
BUY
|
- |
5.55K+ 2.98% |
$424K - $454K
|
192K
$14.9M
|
|
|
Feb 10, 2022
Q4 2021
|
Stone X Group Inc.
|
BUY
|
- |
5.55K+ 47.61% |
$424K - $454K
|
17.2K
$1.33M
|
|
|
Jan 18, 2022
Q4 2021
|
Acg Wealth
|
BUY
|
- |
5.52KNew |
$421K - $451K
|
5.52K
$427K
|
|
|
Jan 19, 2022
Q4 2021
|
Wolf Group Capital Advisors
|
BUY
|
- |
5.28KNew |
$404K - $432K
|
5.28K
$409K
|
|
|
Jan 26, 2022
Q4 2021
|
Signature Securities Group Corporation
|
BUY
|
- |
5.25K+ 7.16% |
$401K - $430K
|
78.5K
$6.09M
|
|
|
Feb 14, 2022
Q4 2021
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
5.23K+ 5.89% |
$399K - $428K
|
94K
$7.28M
|
|
|
Feb 14, 2022
Q4 2021
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
5.18KNew |
$395K - $423K
|
5.18K
$401K
|