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 26, 2021
Q3 2021
|
Sage Capital Advisors,Llc
|
BUY
|
- |
3+ 0.01% |
$231 - $246
|
27.5K
$2.13M
|
|
Oct 20, 2021
Q3 2021
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
3+ 0.06% |
$231 - $246
|
4.66K
$361K
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
2New |
$154 - $164
|
2
$155
|
|
Nov 12, 2021
Q3 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
2+ 0.01% |
$154 - $164
|
19.2K
$1.49M
|
|
Oct 08, 2021
Q3 2021
|
Eidelman Virant Capital
|
BUY
|
- |
1+ 0.02% |
$76.9 - $82.1
|
6.22K
$482K
|
|
Oct 12, 2021
Q3 2021
|
Cva Family Office, LLC
|
SELL
|
- |
-1- 0.05% |
$76.9 - $82.1
|
1.94K
$151K
|
|
Nov 01, 2021
Q3 2021
|
Ballast Advisors LLC
|
SELL
|
- |
-1- 0.02% |
$76.9 - $82.1
|
4.02K
$312K
|
|
Nov 10, 2021
Q3 2021
|
Time Scale Financial, Inc.
|
SELL
|
- |
-1- 0.2% |
$76.9 - $82.1
|
498
$38.6K
|
|
Nov 05, 2021
Q3 2021
|
Spc Financial, Inc.
|
SELL
|
- |
-1- 0.02% |
$76.9 - $82.1
|
4.31K
$334K
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1- 0.01% |
$76.9 - $82.1
|
14.4K
$1.11M
|
|
Oct 19, 2021
Q3 2021
|
Eastern Bank
|
SELL
|
- |
-2- 0.07% |
$154 - $164
|
3.02K
$234K
|
|
Nov 03, 2021
Q3 2021
|
Redw Wealth LLC
|
SELL
|
- |
-2- 0.05% |
$154 - $164
|
3.66K
$283K
|
|
Jan 28, 2022
Q3 2021
|
Newport Capital Group, LLC
|
SELL
|
- |
-4- 0.01% |
$308 - $329
|
27.1K
$2.1M
|
|
Oct 20, 2021
Q3 2021
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-5- 0.14% |
$385 - $411
|
3.58K
$277K
|
|
Nov 05, 2021
Q3 2021
|
Smith, Salley & Associates
|
SELL
|
- |
-5- 0.01% |
$385 - $411
|
66.6K
$5.16M
|
|
Oct 14, 2021
Q3 2021
|
Iam Advisory, LLC
|
SELL
|
- |
-9Closed |
$692 - $739
|
0
$0
|
|
Oct 14, 2021
Q3 2021
|
Elm Partners Management LLC
|
SELL
|
- |
-9Closed |
$692 - $739
|
0
$0
|
|
Oct 14, 2021
Q3 2021
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-9Closed |
$692 - $739
|
0
$0
|
|
Oct 22, 2021
Q3 2021
|
Plimoth Trust CO LLC
|
SELL
|
- |
-10- 0.23% |
$769 - $821
|
4.26K
$330K
|
|
Nov 17, 2021
Q3 2021
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-12- 0.09% |
$923 - $986
|
12.9K
$1M
|
|
Oct 13, 2021
Q3 2021
|
Hollencrest Capital Management
|
SELL
|
- |
-13- 0.02% |
$1K - $1.07K
|
52.9K
$4.1M
|
|
Nov 10, 2021
Q3 2021
|
Oakworth Capital, Inc.
|
SELL
|
- |
-13- 0.68% |
$1K - $1.07K
|
1.91K
$148K
|
|
Oct 25, 2021
Q3 2021
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-15- 0.23% |
$1.15K - $1.23K
|
6.38K
$494K
|
|
Nov 10, 2021
Q3 2021
|
Tfo Tdc, LLC
|
SELL
|
- |
-18- 0.43% |
$1.38K - $1.48K
|
4.17K
$323K
|
|
Nov 02, 2021
Q3 2021
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-20- 0.28% |
$1.54K - $1.64K
|
7.13K
$552K
|
|
Oct 12, 2021
Q3 2021
|
Wesbanco Bank Inc
|
SELL
|
- |
-22- 0.01% |
$1.69K - $1.81K
|
176K
$13.6M
|
|
Oct 26, 2021
Q3 2021
|
Lfa Lugano Financial Advisors Sa
|
SELL
|
- |
-22- 0.08% |
$1.69K - $1.81K
|
28.9K
$2.24M
|
|
Nov 12, 2021
Q3 2021
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-23- 0.97% |
$1.77K - $1.89K
|
2.36K
$183K
|
|
Oct 27, 2021
Q3 2021
|
Trust CO Of Virginia
|
SELL
|
- |
-25- 0.14% |
$1.92K - $2.05K
|
17.3K
$1.34M
|
|
Nov 15, 2021
Q3 2021
|
Harding Loevner LP
Bridgewater, NJ |
SELL
|
- |
-25Closed |
$1.92K - $2.05K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Fca Corp
Houston, TX |
SELL
|
- |
-25- 0.17% |
$1.92K - $2.05K
|
14.9K
$1.15M
|
|
Nov 01, 2021
Q3 2021
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-26- 0.28% |
$2K - $2.14K
|
9.29K
$720K
|
|
Oct 18, 2021
Q3 2021
|
First Financial Corp
|
SELL
|
- |
-27- 1.52% |
$2.08K - $2.22K
|
1.75K
$135K
|
|
Nov 04, 2021
Q3 2021
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-28- 0.2% |
$2.15K - $2.3K
|
14.2K
$1.1M
|
|
Nov 01, 2021
Q3 2021
|
Mc Cutchen Group LLC
|
SELL
|
- |
-28- 0.02% |
$2.15K - $2.3K
|
130K
$10M
|
|
Oct 25, 2021
Q3 2021
|
Palisade Asset Management, LLC
|
SELL
|
- |
-28- 0.11% |
$2.15K - $2.3K
|
26K
$2.01M
|
|
Oct 13, 2021
Q3 2021
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-29- 0.79% |
$2.23K - $2.38K
|
3.65K
$283K
|
|
Oct 21, 2021
Q3 2021
|
Colony Family Offices, LLC
|
SELL
|
- |
-29- 4.59% |
$2.23K - $2.38K
|
603
$46.7K
|
|
Oct 21, 2021
Q3 2021
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-30- 0.52% |
$2.31K - $2.46K
|
5.74K
$445K
|
|
Dec 06, 2021
Q3 2021
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-30- 0.21% |
$2.31K - $2.46K
|
14.3K
$1.1M
|
|
Oct 20, 2021
Q3 2021
|
Essex Savings Bank
|
SELL
|
- |
-31- 0.45% |
$2.38K - $2.55K
|
6.9K
$535K
|
|
Nov 08, 2021
Q3 2021
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-32- 5.19% |
$2.46K - $2.63K
|
584
$45.3K
|
|
Nov 12, 2021
Q3 2021
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-33- 1.19% |
$2.54K - $2.71K
|
2.74K
$212K
|
|
Nov 12, 2021
Q3 2021
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-35- 0.12% |
$2.69K - $2.87K
|
30.1K
$2.34M
|
|
Oct 07, 2021
Q3 2021
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-35- 0.11% |
$2.69K - $2.87K
|
31.5K
$2.44M
|
|
Nov 09, 2021
Q3 2021
|
Camden National Bank
Camden, ME |
SELL
|
- |
-36- 0.31% |
$2.77K - $2.96K
|
11.5K
$893K
|
|
Nov 09, 2021
Q3 2021
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-37- 0.07% |
$2.85K - $3.04K
|
56.7K
$4.4M
|
|
Oct 29, 2021
Q3 2021
|
Vontobel Holding Ltd.
|
SELL
|
- |
-40- 0.32% |
$3.08K - $3.29K
|
12.5K
$971K
|
|
Oct 20, 2021
Q3 2021
|
Toth Financial Advisory Corp
|
SELL
|
- |
-43- 28.67% |
$3.31K - $3.53K
|
107
$8.29K
|
|
Nov 15, 2021
Q3 2021
|
Annandale Capital, LLC
Dallas, TX |
SELL
|
- |
-43- 0.08% |
$3.31K - $3.53K
|
51.3K
$3.97M
|