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 01, 2021
Q3 2021
|
First Interstate Bank
Billings, MT |
BUY
|
- |
637+ 1.22% |
$49K - $52.3K
|
53K
$4.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
634+ 0.26% |
$48.8K - $52.1K
|
249K
$19.3M
|
|
|
Oct 08, 2021
Q3 2021
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
627+ 16.89% |
$48.2K - $51.5K
|
4.34K
$336K
|
|
|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
615New |
$47.3K - $50.5K
|
615
$47.7K
|
|
|
Oct 28, 2021
Q3 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
606+ 1165.38% |
$46.6K - $49.8K
|
658
$51K
|
|
|
Nov 10, 2021
Q3 2021
|
Essex Financial Services, Inc.
|
BUY
|
- |
605+ 12.01% |
$46.5K - $49.7K
|
5.64K
$437K
|
|
|
Nov 12, 2021
Q3 2021
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
588+ 1.66% |
$45.2K - $48.3K
|
36.1K
$2.8M
|
|
|
Oct 28, 2021
Q3 2021
|
Bray Capital Advisors
|
BUY
|
- |
582+ 0.84% |
$44.8K - $47.8K
|
69.9K
$5.42M
|
|
|
Nov 02, 2021
Q3 2021
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
580+ 9.62% |
$44.6K - $47.6K
|
6.61K
$512K
|
|
|
Oct 28, 2021
Q3 2021
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
578+ 2.96% |
$44.4K - $47.5K
|
20.1K
$1.56M
|
|
|
Nov 15, 2021
Q3 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
574+ 0.19% |
$44.1K - $47.1K
|
296K
$23M
|
|
|
Oct 15, 2021
Q3 2021
|
Bartlett & Co. LLC
|
BUY
|
- |
570+ 0.42% |
$43.8K - $46.8K
|
136K
$10.5M
|
|
|
Feb 13, 2024
Q3 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
570+ 0.42% |
$43.8K - $46.8K
|
136K
$10.5M
|
|
|
Oct 19, 2021
Q3 2021
|
Vigilare Wealth Management
|
BUY
|
- |
568+ 8.7% |
$43.7K - $46.6K
|
7.1K
$550K
|
|
|
Nov 05, 2021
Q3 2021
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
564+ 0.71% |
$43.4K - $46.3K
|
80K
$6.2M
|
|
|
Oct 27, 2021
Q3 2021
|
Forte Capital LLC
|
BUY
|
- |
563+ 2.3% |
$43.3K - $46.2K
|
25.1K
$1.94M
|
|
|
Nov 01, 2021
Q3 2021
|
Bank Ozk
|
BUY
|
- |
558+ 1.58% |
$42.9K - $45.8K
|
35.9K
$2.78M
|
|
|
Oct 22, 2021
Q3 2021
|
Optimum Investment Advisors
|
BUY
|
- |
540+ 8.22% |
$41.5K - $44.4K
|
7.11K
$551K
|
|
|
Nov 12, 2021
Q3 2021
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
540+ 7.87% |
$41.5K - $44.4K
|
7.4K
$574K
|
|
|
Nov 12, 2021
Q3 2021
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
536+ 15.46% |
$41.2K - $44K
|
4K
$310K
|
|
|
Nov 04, 2021
Q3 2021
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
533New |
$41K - $43.8K
|
533
$41.3K
|
|
|
Nov 15, 2021
Q3 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
516+ 1.4% |
$39.7K - $42.4K
|
37.3K
$2.89M
|
|
|
Nov 12, 2021
Q3 2021
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
513+ 0.84% |
$39.4K - $42.1K
|
61.3K
$4.75M
|
|
|
Oct 27, 2021
Q3 2021
|
Private Wealth Group, LLC
|
BUY
|
- |
510+ 3.45% |
$39.2K - $41.9K
|
15.3K
$1.19M
|
|
|
Nov 12, 2021
Q3 2021
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
510+ 0.62% |
$39.2K - $41.9K
|
82.6K
$6.4M
|
|
|
Oct 25, 2021
Q3 2021
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
509+ 0.74% |
$39.1K - $41.8K
|
69.7K
$5.4M
|
|
|
Nov 05, 2021
Q3 2021
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
BUY
|
- |
508New |
$39.1K - $41.7K
|
508
$39.4K
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
506+ 4.77% |
$38.9K - $41.6K
|
11.1K
$862K
|
|
|
Oct 12, 2021
Q3 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
503+ 0.72% |
$38.7K - $41.3K
|
70.2K
$5.44M
|
|
|
Nov 04, 2021
Q3 2021
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
500+ 11.16% |
$38.5K - $41.1K
|
4.98K
$386K
|
|
|
Nov 08, 2021
Q3 2021
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
500+ 2.61% |
$38.5K - $41.1K
|
19.7K
$1.53M
|
|
|
Nov 15, 2021
Q3 2021
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
499+ 0.41% |
$38.4K - $41K
|
121K
$9.37M
|
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
496+ 1.48% |
$38.1K - $40.7K
|
33.9K
$2.63M
|
|
|
Oct 08, 2021
Q3 2021
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
494+ 1.84% |
$38K - $40.6K
|
27.4K
$2.12M
|
|
|
Nov 09, 2021
Q3 2021
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
490+ 110.11% |
$37.7K - $40.2K
|
935
$72.5K
|
|
|
Nov 12, 2021
Q3 2021
|
Cordasco Financial Network
|
BUY
|
- |
485+ 4.19% |
$37.3K - $39.8K
|
12.1K
$934K
|
|
|
Nov 12, 2021
Q3 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
484+ 0.76% |
$37.2K - $39.8K
|
63.8K
$4.95M
|
|
|
Nov 17, 2021
Q3 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
476+ 3.28% |
$36.6K - $39.1K
|
15K
$1.16M
|
|
|
Nov 15, 2021
Q3 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
475+ 0.2% |
$36.5K - $39K
|
243K
$18.8M
|
|
|
Nov 12, 2021
Q3 2021
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
461+ 11.59% |
$35.5K - $37.9K
|
4.44K
$344K
|
|
|
Oct 29, 2021
Q3 2021
|
Garner Asset Management Corp
|
BUY
|
- |
460+ 9.73% |
$35.4K - $37.8K
|
5.19K
$402K
|
|
|
Oct 26, 2021
Q3 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
450+ 5.6% |
$34.6K - $37K
|
8.49K
$658K
|
|
|
Nov 12, 2021
Q3 2021
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
449+ 6.18% |
$34.5K - $36.9K
|
7.72K
$598K
|
|
|
Nov 08, 2021
Q3 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
431+ 2.89% |
$33.1K - $35.4K
|
15.3K
$1.19M
|
|
|
Oct 08, 2021
Q3 2021
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
428+ 3.19% |
$32.9K - $35.2K
|
13.8K
$1.07M
|
|
|
Nov 05, 2021
Q3 2021
|
Adviser Investments LLC
|
BUY
|
- |
419+ 3.68% |
$32.2K - $34.4K
|
11.8K
$915K
|
|
|
Oct 25, 2021
Q3 2021
|
Rockland Trust CO
|
BUY
|
- |
410+ 1.07% |
$31.5K - $33.7K
|
38.6K
$2.99M
|
|
|
Nov 15, 2021
Q3 2021
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
410+ 1.71% |
$31.5K - $33.7K
|
24.3K
$1.89M
|
|
|
Nov 02, 2021
Q3 2021
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
409+ 1.08% |
$31.5K - $33.6K
|
38.2K
$2.96M
|
|
|
Nov 15, 2021
Q3 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
409+ 7.53% |
$31.5K - $33.6K
|
5.84K
$452K
|