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
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
5.15K+ 0.95% |
$394K - $422K
|
550K
$42.6M
|
|
|
Feb 01, 2022
Q4 2021
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
5.14K+ 1.62% |
$393K - $421K
|
323K
$25M
|
|
|
Feb 03, 2022
Q4 2021
|
Ahl Investment Management, Inc.
|
BUY
|
- |
5.07KNew |
$387K - $414K
|
5.07K
$393K
|
|
|
Feb 02, 2022
Q4 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
5.04KNew |
$385K - $412K
|
5.04K
$390K
|
|
|
Jan 24, 2022
Q4 2021
|
Lincoln Capital Corp
|
BUY
|
- |
5.03KNew |
$385K - $412K
|
5.03K
$390K
|
|
|
Apr 01, 2022
Q4 2021
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
BUY
|
- |
4.99KNew |
$381K - $408K
|
4.99K
$386K
|
|
|
Feb 16, 2022
Q4 2021
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
4.98K+ 13.79% |
$380K - $407K
|
41.1K
$3.18M
|
|
|
Jan 24, 2022
Q4 2021
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
4.97K+ 2.92% |
$380K - $407K
|
175K
$13.6M
|
|
|
Jul 28, 2023
Q4 2021
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
4.94KNew |
$377K - $404K
|
4.94K
$383K
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.93K+ 34.09% |
$377K - $404K
|
19.4K
$1.5M
|
|
|
May 02, 2022
Q4 2021
|
Provence Wealth Management Group
|
BUY
|
- |
4.88KNew |
$373K - $399K
|
4.88K
$378K
|
|
|
Jan 26, 2022
Q4 2021
|
Rmb Capital Management, LLC
|
BUY
|
- |
4.85K+ 18.95% |
$370K - $397K
|
30.4K
$2.36M
|
|
|
Jan 21, 2022
Q4 2021
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
4.82K+ 5.71% |
$368K - $395K
|
89.2K
$6.91M
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
4.82K+ 0.19% |
$368K - $394K
|
2.52M
$195M
|
|
|
Aug 13, 2024
Q4 2021
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
4.74KNew |
$362K - $388K
|
4.74K
$367K
|
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
4.71K+ 9.68% |
$360K - $386K
|
53.4K
$4.14M
|
|
|
Feb 03, 2022
Q4 2021
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
4.69K+ 1.97% |
$358K - $383K
|
243K
$18.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
4.66KNew |
$356K - $381K
|
4.66K
$361K
|
|
|
Feb 15, 2022
Q4 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
4.66K+ 6.88% |
$356K - $381K
|
72.4K
$5.61M
|
|
|
Feb 10, 2022
Q4 2021
|
Cfo4 Life Group, LLC
|
BUY
|
- |
4.64KNew |
$355K - $380K
|
4.64K
$360K
|
|
|
Feb 10, 2022
Q4 2021
|
Vicus Capital
State College, PA |
BUY
|
- |
4.63KNew |
$354K - $379K
|
4.63K
$359K
|
|
|
Feb 14, 2022
Q4 2021
|
Scs Capital Management LLC
Boston, MA |
BUY
|
- |
4.62K+ 0.87% |
$353K - $378K
|
536K
$41.5M
|
|
|
Feb 11, 2022
Q4 2021
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
4.6K+ 142.49% |
$352K - $377K
|
7.84K
$607K
|
|
|
Feb 10, 2022
Q4 2021
|
Pillar Wealth Advisors, LLC
|
BUY
|
- |
4.59KNew |
$351K - $376K
|
4.59K
$356K
|
|
|
Feb 08, 2022
Q4 2021
|
Jennison Associates LLC
|
BUY
|
- |
4.54KNew |
$347K - $372K
|
4.54K
$352K
|
|
|
Jan 13, 2022
Q4 2021
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
4.52K+ 85.52% |
$345K - $370K
|
9.8K
$760K
|
|
|
Feb 02, 2022
Q4 2021
|
Hengehold Capital Management LLC
|
BUY
|
- |
4.51K+ 12.72% |
$344K - $369K
|
39.9K
$3.09M
|
|
|
Jan 18, 2022
Q4 2021
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
4.5KNew |
$344K - $368K
|
4.5K
$349K
|
|
|
Jan 26, 2022
Q4 2021
|
4 Thought Financial Group Inc.
|
BUY
|
- |
4.48K+ 8.96% |
$343K - $367K
|
54.5K
$4.23M
|
|
|
Feb 09, 2022
Q4 2021
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
4.48KNew |
$342K - $367K
|
4.48K
$347K
|
|
|
Feb 15, 2022
Q4 2021
|
Albion Financial Group
|
BUY
|
- |
4.46K+ 345.74% |
$341K - $365K
|
5.75K
$446K
|
|
|
Jan 14, 2022
Q4 2021
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
4.44KNew |
$340K - $364K
|
4.44K
$344K
|
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
4.43K+ 4.53% |
$338K - $362K
|
102K
$7.93M
|
|
|
Feb 14, 2022
Q4 2021
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
4.43K+ 143.18% |
$338K - $362K
|
7.52K
$583K
|
|
|
Jan 27, 2022
Q4 2021
|
Single Point Partners, LLC
|
BUY
|
- |
4.38KNew |
$335K - $358K
|
4.38K
$339K
|
|
|
Feb 11, 2022
Q4 2021
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
4.33K+ 31.35% |
$330K - $354K
|
18.1K
$1.4M
|
|
|
Feb 02, 2022
Q4 2021
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
4.32KNew |
$330K - $354K
|
4.32K
$335K
|
|
|
Jan 18, 2022
Q4 2021
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
4.23K+ 21.02% |
$323K - $346K
|
24.4K
$1.89M
|
|
|
Feb 11, 2022
Q4 2021
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
4.23KNew |
$323K - $346K
|
4.23K
$328K
|
|
|
Feb 14, 2022
Q4 2021
|
Keystone Wealth Services, LLC
|
BUY
|
- |
4.22KNew |
$322K - $345K
|
4.22K
$327K
|
|
|
Feb 14, 2022
Q4 2021
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
4.2KNew |
$321K - $344K
|
4.2K
$325K
|
|
|
Jan 26, 2022
Q4 2021
|
Austin Asset Management CO Inc
|
BUY
|
- |
4.2KNew |
$320K - $343K
|
4.2K
$325K
|
|
|
Feb 04, 2022
Q4 2021
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
4.18KNew |
$319K - $342K
|
4.18K
$324K
|
|
|
Feb 02, 2022
Q4 2021
|
Riversedge Advisors, LLC
|
BUY
|
- |
4.16KNew |
$317K - $340K
|
4.16K
$322K
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
4.13KNew |
$316K - $338K
|
4.13K
$320K
|
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
BUY
|
- |
4.12K+ 4.96% |
$315K - $337K
|
87.3K
$6.77M
|
|
|
Feb 07, 2022
Q4 2021
|
Bank Of Stockton
|
BUY
|
- |
4.1K+ 5.06% |
$313K - $336K
|
85.1K
$6.59M
|
|
|
Feb 11, 2022
Q4 2021
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
4.1KNew |
$313K - $336K
|
4.1K
$318K
|
|
|
Jan 26, 2022
Q4 2021
|
Atticus Wealth Management, LLC
|
BUY
|
- |
4.09K+ 5.53% |
$312K - $335K
|
78K
$6.04M
|
|
|
Apr 06, 2022
Q4 2021
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
4.05KNew |
$309K - $331K
|
4.05K
$314K
|