Purchases and Sales Made in Q3 2021 in Ishares Tr Msci Eafe ETF (EFA)
This table provides information about the institutional ownership of Ishares Tr Msci Eafe ETF (EFA) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2021
Q3 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
225+ 16.65% |
$17.3K - $18.5K
|
1.58K
$131K
|
|
|
Oct 14, 2021
Q3 2021
|
Simpli Fi, Inc.
|
BUY
|
- |
221+ 1.54% |
$17K - $18.2K
|
14.6K
$1.21M
|
|
|
Nov 03, 2021
Q3 2021
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
215+ 0.36% |
$16.5K - $17.7K
|
60K
$4.98M
|
|
|
Oct 14, 2021
Q3 2021
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
214+ 3.04% |
$16.5K - $17.6K
|
7.26K
$603K
|
|
|
Oct 14, 2021
Q3 2021
|
Columbia Trust CO 01012016
|
BUY
|
- |
210+ 0.66% |
$16.1K - $17.2K
|
32.2K
$2.67M
|
|
|
Nov 09, 2021
Q3 2021
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
209+ 5.61% |
$16.1K - $17.2K
|
3.94K
$327K
|
|
|
Oct 12, 2021
Q3 2021
|
Rothschild Investment Corp
|
BUY
|
- |
200+ 0.77% |
$15.4K - $16.4K
|
26.1K
$2.16M
|
|
|
Oct 12, 2021
Q3 2021
|
Carlson Capital Management
|
BUY
|
- |
200+ 1.86% |
$15.4K - $16.4K
|
11K
$911K
|
|
|
Nov 08, 2021
Q3 2021
|
Fishman Jay A LTD
Troy, MI |
BUY
|
- |
200+ 0.92% |
$15.4K - $16.4K
|
22K
$1.82M
|
|
|
Oct 26, 2021
Q3 2021
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
200+ 2.92% |
$15.4K - $16.4K
|
7.05K
$585K
|
|
|
Jul 28, 2022
Q3 2021
|
Sanford Advisory Services, LLC
|
BUY
|
- |
199+ 2.45% |
$15.3K - $16.3K
|
8.32K
$691K
|
|
|
Oct 27, 2021
Q3 2021
|
Aspiriant, LLC
|
BUY
|
- |
198+ 0.39% |
$15.2K - $16.3K
|
51.2K
$4.25M
|
|
|
Nov 12, 2021
Q3 2021
|
Doyle Wealth Management
St. Petersburg, FL |
BUY
|
- |
187+ 6.16% |
$14.4K - $15.4K
|
3.22K
$268K
|
|
|
Nov 15, 2021
Q3 2021
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
187+ 0.56% |
$14.4K - $15.4K
|
33.4K
$2.78M
|
|
|
Nov 12, 2021
Q3 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
186+ 1.6% |
$14.3K - $15.3K
|
11.8K
$979K
|
|
|
Oct 21, 2021
Q3 2021
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
183+ 1.82% |
$14.1K - $15K
|
10.3K
$851K
|
|
|
Nov 09, 2021
Q3 2021
|
American Investment Services, Inc.
|
BUY
|
- |
175+ 4.52% |
$13.5K - $14.4K
|
4.05K
$336K
|
|
|
Nov 04, 2021
Q3 2021
|
Platform Technology Partners
|
BUY
|
- |
175+ 5.26% |
$13.5K - $14.4K
|
3.5K
$291K
|
|
|
Oct 12, 2021
Q3 2021
|
Sound Income Strategies, LLC
|
BUY
|
- |
172+ 860.0% |
$13.2K - $14.1K
|
192
$15.9K
|
|
|
Nov 15, 2021
Q3 2021
|
Brookmont Capital Management
Dallas, TX |
BUY
|
- |
171+ 1.54% |
$13.1K - $14K
|
11.2K
$934K
|
|
|
Nov 12, 2021
Q3 2021
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
169+ 0.52% |
$13K - $13.9K
|
32.7K
$2.72M
|
|
|
Nov 15, 2021
Q3 2021
|
First Manhattan CO
New York, NY |
BUY
|
- |
168+ 2.61% |
$12.9K - $13.8K
|
6.61K
$548K
|
|
|
Nov 12, 2021
Q3 2021
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
165+ 1.28% |
$12.7K - $13.6K
|
13.1K
$1.09M
|
|
|
Nov 15, 2021
Q3 2021
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
164+ 5.69% |
$12.6K - $13.5K
|
3.05K
$253K
|
|
|
Nov 05, 2021
Q3 2021
|
Insight Wealth Partners, LLC
|
BUY
|
- |
161+ 19.21% |
$12.4K - $13.2K
|
999
$82.9K
|
|
|
Nov 02, 2021
Q3 2021
|
Anchor Capital Advisors LLC
|
BUY
|
- |
160+ 0.76% |
$12.3K - $13.1K
|
21.1K
$1.75M
|
|
|
Nov 15, 2021
Q3 2021
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
159+ 2.0% |
$12.2K - $13.1K
|
8.12K
$674K
|
|
|
Oct 13, 2021
Q3 2021
|
Financial Planning & Information Services, Inc.
|
BUY
|
- |
157+ 0.94% |
$12.1K - $12.9K
|
16.8K
$1.4M
|
|
|
Oct 20, 2021
Q3 2021
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
157+ 2.87% |
$12.1K - $12.9K
|
5.63K
$467K
|
|
|
Nov 02, 2021
Q3 2021
|
Corundum Group, Inc.
|
BUY
|
- |
154+ 0.15% |
$11.8K - $12.6K
|
100K
$8.33M
|
|
|
Nov 12, 2021
Q3 2021
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
152+ 5.98% |
$11.7K - $12.5K
|
2.69K
$224K
|
|
|
Nov 15, 2021
Q3 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
148+ 0.57% |
$11.4K - $12.2K
|
26K
$2.16M
|
|
|
Nov 02, 2021
Q3 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
146+ 3.04% |
$11.2K - $12K
|
4.95K
$411K
|
|
|
Nov 16, 2021
Q3 2021
|
Adirondack Trust CO
|
BUY
|
- |
145+ 1.41% |
$11.2K - $11.9K
|
10.4K
$864K
|
|
|
Oct 21, 2021
Q3 2021
|
Townsend Asset Management Corp
|
BUY
|
- |
138+ 1.4% |
$10.6K - $11.3K
|
10K
$832K
|
|
|
Oct 27, 2021
Q3 2021
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
135+ 1.15% |
$10.4K - $11.1K
|
11.9K
$990K
|
|
|
Nov 15, 2021
Q3 2021
|
Bailard, Inc.
|
BUY
|
- |
134+ 0.21% |
$10.3K - $11K
|
62.6K
$5.2M
|
|
|
Oct 12, 2021
Q3 2021
|
Acropolis Investment Management, LLC
|
BUY
|
- |
130+ 0.2% |
$10K - $10.7K
|
65.7K
$5.45M
|
|
|
Oct 08, 2021
Q3 2021
|
Rede Wealth, LLC
|
BUY
|
- |
130+ 1.83% |
$10K - $10.7K
|
7.22K
$599K
|
|
|
Nov 18, 2021
Q3 2021
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
124+ 23.53% |
$9.54K - $10.2K
|
651
$54.1K
|
|
|
Nov 10, 2021
Q3 2021
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
121+ 1.68% |
$9.3K - $9.94K
|
7.31K
$607K
|
|
|
Oct 28, 2021
Q3 2021
|
Signal Point Asset Management, LLC
|
BUY
|
- |
115+ 2.62% |
$8.84K - $9.44K
|
4.5K
$374K
|
|
|
Nov 15, 2021
Q3 2021
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
115+ 0.21% |
$8.84K - $9.44K
|
55.6K
$4.61M
|
|
|
Oct 21, 2021
Q3 2021
|
Cabot Wealth Management Inc
|
BUY
|
- |
108+ 3.61% |
$8.31K - $8.87K
|
3.1K
$258K
|
|
|
Nov 12, 2021
Q3 2021
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
99+ 3.55% |
$7.61K - $8.13K
|
2.89K
$240K
|
|
|
Nov 12, 2021
Q3 2021
|
Burney CO
Reston, VA |
BUY
|
- |
96+ 0.93% |
$7.38K - $7.88K
|
10.4K
$867K
|
|
|
Nov 15, 2021
Q3 2021
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
95+ 2.04% |
$7.31K - $7.8K
|
4.76K
$395K
|
|
|
Nov 02, 2021
Q3 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
89+ 0.62% |
$6.84K - $7.31K
|
14.4K
$1.19M
|
|
|
Oct 28, 2021
Q3 2021
|
Truepoint, Inc.
|
BUY
|
- |
89+ 0.41% |
$6.84K - $7.31K
|
22K
$1.83M
|
|
|
Nov 08, 2021
Q3 2021
|
Sonata Capital Group Inc
|
BUY
|
- |
87+ 1.73% |
$6.69K - $7.15K
|
5.12K
$425K
|