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 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-220Closed |
$16.9K - $18.1K
|
0
$0
|
|
|
Oct 12, 2021
Q3 2021
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-220- 0.24% |
$16.9K - $18.1K
|
91.9K
$7.12M
|
|
|
Nov 15, 2021
Q3 2021
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-220- 4.09% |
$16.9K - $18.1K
|
5.16K
$400K
|
|
|
Nov 12, 2021
Q3 2021
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-225- 1.65% |
$17.3K - $18.5K
|
13.4K
$1.04M
|
|
|
Nov 16, 2021
Q3 2021
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-225- 1.8% |
$17.3K - $18.5K
|
12.3K
$954K
|
|
|
Oct 14, 2021
Q3 2021
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-228- 1.57% |
$17.5K - $18.7K
|
14.3K
$1.11M
|
|
|
Oct 13, 2021
Q3 2021
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-229- 2.69% |
$17.6K - $18.8K
|
8.28K
$642K
|
|
|
Nov 15, 2021
Q3 2021
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-230- 0.39% |
$17.7K - $18.9K
|
58.8K
$4.56M
|
|
|
Oct 13, 2021
Q3 2021
|
Avity Investment Management Inc.
|
SELL
|
- |
-236- 2.02% |
$18.1K - $19.4K
|
11.4K
$886K
|
|
|
Oct 20, 2021
Q3 2021
|
First National Bank Of Hutchinson
|
SELL
|
- |
-240- 5.25% |
$18.5K - $19.7K
|
4.33K
$335K
|
|
|
Oct 13, 2021
Q3 2021
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-242- 2.93% |
$18.6K - $19.9K
|
8.02K
$621K
|
|
|
Oct 13, 2021
Q3 2021
|
Ht Partners LLC
|
SELL
|
- |
-261- 0.04% |
$20.1K - $21.4K
|
633K
$49.1M
|
|
|
Dec 03, 2021
Q3 2021
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-270- 0.94% |
$20.8K - $22.2K
|
28.3K
$2.19M
|
|
|
Nov 12, 2021
Q3 2021
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-273- 5.31% |
$21K - $22.4K
|
4.87K
$377K
|
|
|
Nov 15, 2021
Q3 2021
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-283- 0.9% |
$21.8K - $23.2K
|
31.1K
$2.41M
|
|
|
Nov 12, 2021
Q3 2021
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-286- 0.56% |
$22K - $23.5K
|
50.7K
$3.93M
|
|
|
Nov 03, 2021
Q3 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-287- 1.47% |
$22.1K - $23.6K
|
19.2K
$1.49M
|
|
|
Oct 20, 2021
Q3 2021
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-287- 2.38% |
$22.1K - $23.6K
|
11.7K
$910K
|
|
|
Nov 03, 2021
Q3 2021
|
Occidental Asset Management, LLC
|
SELL
|
- |
-294- 6.01% |
$22.6K - $24.1K
|
4.6K
$356K
|
|
|
Oct 05, 2021
Q3 2021
|
M&R Capital Management Inc
|
SELL
|
- |
-300- 4.38% |
$23.1K - $24.6K
|
6.55K
$508K
|
|
|
Oct 12, 2021
Q3 2021
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-300- 8.11% |
$23.1K - $24.6K
|
3.4K
$264K
|
|
|
Oct 28, 2021
Q3 2021
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-300- 2.25% |
$23.1K - $24.6K
|
13K
$1.01M
|
|
|
Nov 24, 2021
Q3 2021
|
Mcdonald Partners LLC
|
SELL
|
- |
-303- 6.71% |
$23.3K - $24.9K
|
4.21K
$327K
|
|
|
Oct 13, 2021
Q3 2021
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-308- 0.75% |
$23.7K - $25.3K
|
41K
$3.18M
|
|
|
Nov 12, 2021
Q3 2021
|
Bellwether Advisors, LLC
|
SELL
|
- |
-309- 8.28% |
$23.8K - $25.4K
|
3.42K
$265K
|
|
|
Nov 03, 2021
Q3 2021
|
Duncker Streett & CO Inc
|
SELL
|
- |
-310- 3.83% |
$23.8K - $25.5K
|
7.78K
$603K
|
|
|
Nov 02, 2021
Q3 2021
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-315- 0.63% |
$24.2K - $25.9K
|
50.1K
$3.88M
|
|
|
Oct 07, 2021
Q3 2021
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-315- 3.7% |
$24.2K - $25.9K
|
8.19K
$635K
|
|
|
Nov 12, 2021
Q3 2021
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-327- 2.23% |
$25.1K - $26.9K
|
14.4K
$1.11M
|
|
|
Nov 09, 2021
Q3 2021
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-329- 0.77% |
$25.3K - $27K
|
42.6K
$3.3M
|
|
|
Nov 01, 2021
Q3 2021
|
Wealthpoint, LLC
|
SELL
|
- |
-330- 3.14% |
$25.4K - $27.1K
|
10.2K
$790K
|
|
|
Oct 21, 2021
Q3 2021
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-333- 0.34% |
$25.6K - $27.3K
|
98.2K
$7.61M
|
|
|
Nov 05, 2021
Q3 2021
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-339- 1.02% |
$26.1K - $27.8K
|
32.9K
$2.55M
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-340- 2.3% |
$26.1K - $27.9K
|
14.5K
$1.12M
|
|
|
Oct 22, 2021
Q3 2021
|
Wooster Corthell Wealth Management, Inc.
|
SELL
|
- |
-342- 0.4% |
$26.3K - $28.1K
|
84.1K
$6.52M
|
|
|
Oct 14, 2021
Q3 2021
|
Norway Savings Bank
|
SELL
|
- |
-345- 3.71% |
$26.5K - $28.3K
|
8.95K
$694K
|
|
|
Nov 02, 2021
Q3 2021
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-348- 1.06% |
$26.8K - $28.6K
|
32.6K
$2.53M
|
|
|
Oct 28, 2021
Q3 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-348- 2.53% |
$26.8K - $28.6K
|
13.4K
$1.04M
|
|
|
Oct 28, 2021
Q3 2021
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-350- 8.83% |
$26.9K - $28.7K
|
3.61K
$280K
|
|
|
Oct 27, 2021
Q3 2021
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-351- 0.09% |
$27K - $28.8K
|
401K
$31.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-351Closed |
$27K - $28.8K
|
0
$0
|
|
|
Oct 15, 2021
Q3 2021
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-354- 10.12% |
$27.2K - $29.1K
|
3.14K
$244K
|
|
|
Oct 18, 2021
Q3 2021
|
Btr Capital Management Inc
|
SELL
|
- |
-365- 1.98% |
$28.1K - $30K
|
18.1K
$1.4M
|
|
|
Nov 09, 2021
Q3 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-368- 4.44% |
$28.3K - $30.2K
|
7.91K
$613K
|
|
|
Oct 25, 2021
Q3 2021
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-374- 8.32% |
$28.8K - $30.7K
|
4.12K
$319K
|
|
|
Nov 12, 2021
Q3 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-374- 0.72% |
$28.8K - $30.7K
|
51.5K
$3.99M
|
|
|
Oct 18, 2021
Q3 2021
|
Autus Asset Management, LLC
|
SELL
|
- |
-376- 4.02% |
$28.9K - $30.9K
|
8.99K
$696K
|
|
|
Oct 15, 2021
Q3 2021
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-384- 2.31% |
$29.5K - $31.5K
|
16.2K
$1.26M
|
|
|
Nov 09, 2021
Q3 2021
|
Connable Office Inc
|
SELL
|
- |
-385- 0.09% |
$29.6K - $31.6K
|
447K
$34.7M
|
|
|
Nov 03, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-389- 92.18% |
$29.9K - $31.9K
|
33
$2.56K
|