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 15, 2021
Q3 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
409+ 7.53% |
$31.5K - $33.6K
|
5.84K
$478K
|
|
|
Oct 13, 2021
Q3 2021
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
400+ 1.93% |
$30.8K - $32.9K
|
21.2K
$1.73M
|
|
|
Oct 22, 2021
Q3 2021
|
Ade, LLC
|
BUY
|
- |
398New |
$30.6K - $32.7K
|
398
$32.6K
|
|
|
Nov 16, 2021
Q3 2021
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
395+ 1.29% |
$30.4K - $32.4K
|
31.1K
$2.55M
|
|
|
Nov 08, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
389+ 1178.79% |
$29.9K - $31.9K
|
422
$34.6K
|
|
|
Oct 28, 2021
Q3 2021
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
386+ 7.87% |
$29.7K - $31.7K
|
5.29K
$433K
|
|
|
Nov 12, 2021
Q3 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
383+ 1.57% |
$29.5K - $31.5K
|
24.8K
$2.04M
|
|
|
Oct 20, 2021
Q3 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
377+ 1.1% |
$29K - $31K
|
34.6K
$2.83M
|
|
|
Oct 19, 2021
Q3 2021
|
Cambridge Advisors Inc.
|
BUY
|
- |
375+ 3.22% |
$28.8K - $30.8K
|
12K
$985K
|
|
|
Nov 15, 2021
Q3 2021
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
374+ 3.03% |
$28.8K - $30.7K
|
12.7K
$1.04M
|
|
|
Mar 10, 2023
Q3 2021
|
Triasima Portfolio Management Inc.
|
BUY
|
- |
360+ 1.78% |
$27.7K - $29.6K
|
20.6K
$1.69M
|
|
|
Oct 21, 2021
Q3 2021
|
Hanson & Doremus Investment Management
|
BUY
|
- |
347+ 6.14% |
$26.7K - $28.5K
|
5.99K
$491K
|
|
|
Oct 22, 2021
Q3 2021
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
339+ 12.06% |
$26.1K - $27.8K
|
3.15K
$258K
|
|
|
Oct 28, 2021
Q3 2021
|
Grandfield & Dodd, LLC
|
BUY
|
- |
321+ 6.6% |
$24.7K - $26.4K
|
5.19K
$425K
|
|
|
Nov 15, 2021
Q3 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
315+ 0.47% |
$24.2K - $25.9K
|
67.7K
$5.55M
|
|
|
Nov 15, 2021
Q3 2021
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
315+ 3.55% |
$24.2K - $25.9K
|
9.18K
$752K
|
|
|
Nov 15, 2021
Q3 2021
|
Beacon Financial Advisory LLC
|
BUY
|
- |
310+ 9.06% |
$23.8K - $25.5K
|
3.73K
$306K
|
|
|
Oct 29, 2021
Q3 2021
|
Pointe Capital Management LLC
|
BUY
|
- |
310+ 7.37% |
$23.8K - $25.5K
|
4.52K
$370K
|
|
|
Oct 14, 2021
Q3 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
307+ 14.13% |
$23.6K - $25.2K
|
2.48K
$203K
|
|
|
Oct 28, 2021
Q3 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
303+ 7.19% |
$23.3K - $24.9K
|
4.52K
$370K
|
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
303+ 32.0% |
$23.3K - $24.9K
|
1.25K
$102K
|
|
|
Nov 15, 2021
Q3 2021
|
Plancorp, LLC
|
BUY
|
- |
301+ 10.96% |
$23.1K - $24.7K
|
3.05K
$250K
|
|
|
Nov 12, 2021
Q3 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
300+ 2.52% |
$23.1K - $24.6K
|
12.2K
$998K
|
|
|
Nov 12, 2021
Q3 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
300New |
$23.1K - $24.6K
|
300
$24.6K
|
|
|
Nov 15, 2021
Q3 2021
|
Altium Wealth Management LLC
|
BUY
|
- |
296+ 4.25% |
$22.8K - $24.3K
|
7.25K
$594K
|
|
|
Nov 16, 2021
Q3 2021
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
296+ 0.45% |
$22.8K - $24.3K
|
66.1K
$5.41M
|
|
|
Oct 22, 2021
Q3 2021
|
Steph & CO
|
BUY
|
- |
295+ 1.56% |
$22.7K - $24.2K
|
19.3K
$1.58M
|
|
|
Nov 02, 2021
Q3 2021
|
Dougherty Wealth Advisers LLC
|
BUY
|
- |
295New |
$22.7K - $24.2K
|
295
$24.2K
|
|
|
Oct 19, 2021
Q3 2021
|
Pacific Financial Group Inc
|
BUY
|
- |
290+ 6.08% |
$22.3K - $23.8K
|
5.06K
$414K
|
|
|
Nov 15, 2021
Q3 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
287+ 6.76% |
$22.1K - $23.6K
|
4.54K
$372K
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Insights, Inc.
|
BUY
|
- |
283+ 6.0% |
$21.8K - $23.2K
|
5K
$409K
|
|
|
Oct 21, 2021
Q3 2021
|
Tfg Advisers LLC
|
BUY
|
- |
273+ 2.96% |
$21K - $22.4K
|
9.5K
$778K
|
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
272+ 0.18% |
$20.9K - $22.3K
|
155K
$12.7M
|
|
|
Oct 25, 2021
Q3 2021
|
Traynor Capital Management, Inc.
|
BUY
|
- |
270+ 6.83% |
$20.8K - $22.2K
|
4.23K
$346K
|
|
|
Nov 12, 2021
Q3 2021
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
269+ 1.61% |
$20.7K - $22.1K
|
17K
$1.39M
|
|
|
Nov 05, 2021
Q3 2021
|
Pfg Advisors
|
BUY
|
- |
264+ 2.98% |
$20.3K - $21.7K
|
9.11K
$746K
|
|
|
Nov 09, 2021
Q3 2021
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
264+ 2.86% |
$20.3K - $21.7K
|
9.49K
$777K
|
|
|
Oct 13, 2021
Q3 2021
|
Powell Investment Advisors, LLC
|
BUY
|
- |
260+ 0.29% |
$20K - $21.4K
|
90.7K
$7.43M
|
|
|
Oct 08, 2021
Q3 2021
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
258+ 2.46% |
$19.8K - $21.2K
|
10.8K
$882K
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
257+ 4.9% |
$19.8K - $21.1K
|
5.5K
$450K
|
|
|
Nov 08, 2021
Q3 2021
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
252+ 5.27% |
$19.4K - $20.7K
|
5.04K
$413K
|
|
|
Oct 27, 2021
Q3 2021
|
Merit Financial Group, LLC
|
BUY
|
- |
252+ 3.09% |
$19.4K - $20.7K
|
8.41K
$689K
|
|
|
Oct 15, 2021
Q3 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
251+ 38.15% |
$19.3K - $20.6K
|
909
$74.5K
|
|
|
Oct 01, 2021
Q3 2021
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
BUY
|
- |
247+ 2.03% |
$19K - $20.3K
|
12.4K
$1.02M
|
|
|
Oct 12, 2021
Q3 2021
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
245+ 4.57% |
$18.8K - $20.1K
|
5.61K
$459K
|
|
|
Nov 09, 2021
Q3 2021
|
Hudson Portfolio Management LLC
Garrison, NY |
BUY
|
- |
242+ 5.24% |
$18.6K - $19.9K
|
4.86K
$398K
|
|
|
Oct 22, 2021
Q3 2021
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
239+ 0.37% |
$18.4K - $19.6K
|
64.1K
$5.25M
|
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
238+ 1.36% |
$18.3K - $19.5K
|
17.7K
$1.45M
|
|
|
Nov 04, 2021
Q3 2021
|
Larson Financial Group LLC
|
BUY
|
- |
237+ 0.62% |
$18.2K - $19.5K
|
38.6K
$3.16M
|
|
|
Nov 04, 2021
Q3 2021
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
233+ 0.59% |
$17.9K - $19.1K
|
39.7K
$3.25M
|