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 |
---|---|---|---|---|---|---|---|
Nov 03, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-389- 92.18% |
$29.9K - $31.9K
|
33
$2.57K
|
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
SELL
|
- |
-391- 9.49% |
$30.1K - $32.1K
|
3.73K
$291K
|
|
Oct 14, 2021
Q3 2021
|
Procyon Advisors, LLC
|
SELL
|
- |
-397- 1.95% |
$30.5K - $32.6K
|
19.9K
$1.55M
|
|
Oct 22, 2021
Q3 2021
|
Cadence Bank Na
|
SELL
|
- |
-402- 0.7% |
$30.9K - $33K
|
56.6K
$4.41M
|
|
Oct 12, 2021
Q3 2021
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-408- 5.07% |
$31.4K - $33.5K
|
7.64K
$595K
|
|
Nov 12, 2021
Q3 2021
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-415- 2.83% |
$31.9K - $34.1K
|
14.2K
$1.11M
|
|
Nov 15, 2021
Q3 2021
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-425- 0.29% |
$32.7K - $34.9K
|
147K
$11.4M
|
|
Nov 12, 2021
Q3 2021
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-427- 3.5% |
$32.8K - $35.1K
|
11.8K
$916K
|
|
Oct 26, 2021
Q3 2021
|
Moreno Evelyn V
Boston, MA |
SELL
|
- |
-430- 0.34% |
$33.1K - $35.3K
|
126K
$9.78M
|
|
Oct 20, 2021
Q3 2021
|
Moller Financial Services
|
SELL
|
- |
-440- 0.62% |
$33.8K - $36.1K
|
70.5K
$5.49M
|
|
Nov 12, 2021
Q3 2021
|
Scotia Capital Inc.
|
SELL
|
- |
-440- 1.08% |
$33.8K - $36.1K
|
40.3K
$3.14M
|
|
Nov 12, 2021
Q3 2021
|
Harbor Advisory Corp
|
SELL
|
- |
-450- 1.72% |
$34.6K - $37K
|
25.8K
$2.01M
|
|
Oct 08, 2021
Q3 2021
|
Modus Advisors, LLC
|
SELL
|
- |
-458Closed |
$35.2K - $37.6K
|
0
$0
|
|
Oct 26, 2021
Q3 2021
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-462- 1.02% |
$35.5K - $37.9K
|
44.8K
$3.49M
|
|
Oct 13, 2021
Q3 2021
|
Portland Global Advisors LLC
|
SELL
|
- |
-465- 0.17% |
$35.8K - $38.2K
|
281K
$21.9M
|
|
Nov 15, 2021
Q3 2021
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-466- 1.72% |
$35.8K - $38.3K
|
26.5K
$2.07M
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-469- 4.59% |
$36.1K - $38.5K
|
9.76K
$760K
|
|
Nov 10, 2021
Q3 2021
|
South State Corp
|
SELL
|
- |
-469- 3.33% |
$36.1K - $38.5K
|
13.6K
$1.06M
|
|
Oct 22, 2021
Q3 2021
|
Tompkins Financial Corp
|
SELL
|
- |
-472- 7.8% |
$36.3K - $38.8K
|
5.58K
$435K
|
|
Oct 27, 2021
Q3 2021
|
Telemus Capital, LLC
|
SELL
|
- |
-473- 0.65% |
$36.4K - $38.8K
|
72.2K
$5.62M
|
|
Nov 12, 2021
Q3 2021
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-482- 4.82% |
$37.1K - $39.6K
|
9.53K
$742K
|
|
Nov 15, 2021
Q3 2021
|
Bahl & Gaynor Inc
|
SELL
|
- |
-487- 1.41% |
$37.5K - $40K
|
34K
$2.65M
|
|
Oct 04, 2021
Q3 2021
|
Private Asset Management Inc
|
SELL
|
- |
-495- 2.07% |
$38.1K - $40.7K
|
23.4K
$1.82M
|
|
Oct 26, 2021
Q3 2021
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-505- 5.64% |
$38.8K - $41.5K
|
8.44K
$658K
|
|
Oct 29, 2021
Q3 2021
|
Ramsay, Stattman, Vela & Price, Inc.
|
SELL
|
- |
-515- 0.65% |
$39.6K - $42.3K
|
78.5K
$6.12M
|
|
Nov 02, 2021
Q3 2021
|
Iron Financial, LLC
|
SELL
|
- |
-525- 7.39% |
$40.4K - $43.1K
|
6.58K
$512K
|
|
Oct 21, 2021
Q3 2021
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-530- 4.74% |
$40.8K - $43.5K
|
10.7K
$831K
|
|
Oct 19, 2021
Q3 2021
|
Telos Capital Management, Inc.
|
SELL
|
- |
-532- 6.7% |
$40.9K - $43.7K
|
7.41K
$577K
|
|
Oct 18, 2021
Q3 2021
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-538- 1.1% |
$41.4K - $44.2K
|
48.3K
$3.76M
|
|
Oct 18, 2021
Q3 2021
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-540- 7.92% |
$41.5K - $44.4K
|
6.28K
$489K
|
|
Nov 15, 2021
Q3 2021
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-560- 10.06% |
$43.1K - $46K
|
5K
$390K
|
|
Nov 12, 2021
Q3 2021
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-564- 3.67% |
$43.4K - $46.3K
|
14.8K
$1.15M
|
|
Oct 19, 2021
Q3 2021
|
Amarillo National Bank
|
SELL
|
- |
-584- 0.53% |
$44.9K - $48K
|
110K
$8.55M
|
|
Nov 15, 2021
Q3 2021
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-585- 9.07% |
$45K - $48K
|
5.86K
$457K
|
|
Nov 05, 2021
Q3 2021
|
Ford Financial Group, LLC
|
SELL
|
- |
-587Closed |
$45.1K - $48.2K
|
0
$0
|
|
Oct 12, 2021
Q3 2021
|
Marquette Asset Management, LLC
|
SELL
|
- |
-600- 1.16% |
$46.1K - $49.3K
|
51.2K
$3.99M
|
|
Oct 20, 2021
Q3 2021
|
Aj Wealth Strategies, LLC
|
SELL
|
- |
-600- 7.96% |
$46.1K - $49.3K
|
6.94K
$541K
|
|
Nov 12, 2021
Q3 2021
|
Dowling & Yahnke LLC
San Diego, CA |
SELL
|
- |
-600- 1.45% |
$46.1K - $49.3K
|
40.9K
$3.19M
|
|
Nov 12, 2021
Q3 2021
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-600- 2.5% |
$46.1K - $49.3K
|
23.4K
$1.82M
|
|
Nov 08, 2021
Q3 2021
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-605- 3.15% |
$46.5K - $49.7K
|
18.6K
$1.45M
|
|
Jul 24, 2024
Q3 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-605- 1.68% |
$46.5K - $49.7K
|
35.4K
$2.76M
|
|
Nov 04, 2021
Q3 2021
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-631- 2.82% |
$48.5K - $51.8K
|
21.8K
$1.7M
|
|
Nov 12, 2021
Q3 2021
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-640- 1.17% |
$49.2K - $52.6K
|
54.2K
$4.22M
|
|
Dec 16, 2021
Q3 2021
|
First Command Bank
|
SELL
|
- |
-644- 10.21% |
$49.5K - $52.9K
|
5.66K
$441K
|
|
Jan 12, 2022
Q3 2021
|
First Command Financial Services, Inc.
|
SELL
|
- |
-644- 10.21% |
$49.5K - $52.9K
|
5.66K
$441K
|
|
Oct 21, 2021
Q3 2021
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-658- 4.11% |
$50.6K - $54K
|
15.3K
$1.19M
|
|
Oct 19, 2021
Q3 2021
|
Uma Financial Services, Inc.
|
SELL
|
- |
-664- 3.96% |
$51.1K - $54.5K
|
16.1K
$1.25M
|
|
Oct 08, 2021
Q3 2021
|
F Dx Advisors, Inc.
|
SELL
|
- |
-671- 2.94% |
$51.6K - $55.1K
|
22.2K
$1.73M
|
|
Oct 06, 2021
Q3 2021
|
Spence Asset Management
|
SELL
|
- |
-673Closed |
$51.8K - $55.3K
|
0
$0
|
|
Nov 03, 2021
Q3 2021
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-673- 6.65% |
$51.8K - $55.3K
|
9.44K
$736K
|