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 12, 2021
Q3 2021
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
82+ 0.34% |
$6.31K - $6.73K
|
24.3K
$1.89M
|
|
|
Oct 28, 2021
Q3 2021
|
Mechanics Bank Trust Department
|
BUY
|
- |
80+ 2.15% |
$6.15K - $6.57K
|
3.8K
$294K
|
|
|
Oct 19, 2021
Q3 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
80+ 2.57% |
$6.15K - $6.57K
|
3.19K
$247K
|
|
|
Nov 15, 2021
Q3 2021
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
80+ 3.58% |
$6.15K - $6.57K
|
2.32K
$179K
|
|
|
Nov 10, 2021
Q3 2021
|
Jnba Financial Advisors
|
BUY
|
- |
79+ 1.22% |
$6.08K - $6.49K
|
6.57K
$509K
|
|
|
Nov 16, 2021
Q3 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
75+ 1.11% |
$5.77K - $6.16K
|
6.86K
$532K
|
|
|
Nov 15, 2021
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
74+ 1.43% |
$5.69K - $6.08K
|
5.24K
$406K
|
|
|
Jan 27, 2023
Q3 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
74+ 1.43% |
$5.69K - $6.08K
|
5.24K
$406K
|
|
|
Nov 09, 2021
Q3 2021
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
72+ 1.65% |
$5.54K - $5.91K
|
4.43K
$344K
|
|
|
Oct 26, 2021
Q3 2021
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
68+ 0.51% |
$5.23K - $5.58K
|
13.5K
$1.05M
|
|
|
Oct 01, 2021
Q3 2021
|
Park National Corp
|
BUY
|
- |
65+ 0.63% |
$5K - $5.34K
|
10.4K
$808K
|
|
|
Oct 21, 2021
Q3 2021
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
65+ 0.81% |
$5K - $5.34K
|
8.05K
$624K
|
|
|
Nov 15, 2021
Q3 2021
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
65+ 1.09% |
$5K - $5.34K
|
6.05K
$469K
|
|
|
Oct 08, 2021
Q3 2021
|
Summit Financial Group, Inc.
|
BUY
|
- |
64+ 0.09% |
$4.92K - $5.26K
|
72.2K
$5.6M
|
|
|
Nov 15, 2021
Q3 2021
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
62+ 0.86% |
$4.77K - $5.09K
|
7.25K
$562K
|
|
|
Oct 07, 2021
Q3 2021
|
Pacifica Partners Inc.
|
BUY
|
- |
57+ 5.51% |
$4.38K - $4.68K
|
1.09K
$84.6K
|
|
|
Jan 02, 2024
Q3 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
55+ 0.79% |
$4.23K - $4.52K
|
7.03K
$545K
|
|
|
Oct 27, 2021
Q3 2021
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
53+ 0.85% |
$4.08K - $4.35K
|
6.31K
$489K
|
|
|
Nov 02, 2021
Q3 2021
|
Rnc Capital Management LLC
|
BUY
|
- |
50+ 0.27% |
$3.85K - $4.11K
|
18.7K
$1.45M
|
|
|
Oct 07, 2021
Q3 2021
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
48+ 1.12% |
$3.69K - $3.94K
|
4.34K
$336K
|
|
|
Oct 29, 2021
Q3 2021
|
Crewe Advisors LLC
|
BUY
|
- |
45+ 0.2% |
$3.46K - $3.7K
|
22.9K
$1.77M
|
|
|
Nov 09, 2021
Q3 2021
|
Sunburst Financial Group, LLC
|
BUY
|
- |
44+ 0.35% |
$3.38K - $3.61K
|
12.5K
$969K
|
|
|
Oct 13, 2021
Q3 2021
|
Beacon Capital Management, Inc.
|
BUY
|
- |
42New |
$3.23K - $3.45K
|
42
$3.26K
|
|
|
Nov 05, 2021
Q3 2021
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
42+ 0.49% |
$3.23K - $3.45K
|
8.67K
$672K
|
|
|
Nov 01, 2021
Q3 2021
|
Sage Mountain Advisors LLC
|
BUY
|
- |
40+ 0.24% |
$3.08K - $3.29K
|
17K
$1.32M
|
|
|
Nov 09, 2021
Q3 2021
|
Interactive Financial Advisors
Chicago, IL |
BUY
|
- |
38+ 0.85% |
$2.92K - $3.12K
|
4.52K
$350K
|
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
36New |
$2.77K - $2.96K
|
36
$2.79K
|
|
|
Oct 05, 2021
Q3 2021
|
Bremer Bank National Association
|
BUY
|
- |
35+ 0.1% |
$2.69K - $2.87K
|
33.5K
$2.6M
|
|
|
Oct 28, 2021
Q3 2021
|
Macroview Investment Management LLC
|
BUY
|
- |
33+ 2.4% |
$2.54K - $2.71K
|
1.41K
$109K
|
|
|
Nov 12, 2021
Q3 2021
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
33+ 0.73% |
$2.54K - $2.71K
|
4.55K
$353K
|
|
|
Nov 10, 2021
Q3 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
33+ 0.79% |
$2.54K - $2.71K
|
4.22K
$327K
|
|
|
Nov 09, 2021
Q3 2021
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
32+ 0.74% |
$2.46K - $2.63K
|
4.34K
$336K
|
|
|
Nov 12, 2021
Q3 2021
|
Landmark Financial Advisors, LLC
|
BUY
|
- |
31+ 0.2% |
$2.38K - $2.55K
|
15.3K
$1.19M
|
|
|
Oct 08, 2021
Q3 2021
|
Boltwood Capital Management
|
BUY
|
- |
30+ 0.09% |
$2.31K - $2.46K
|
34.7K
$2.69M
|
|
|
Nov 09, 2021
Q3 2021
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
30+ 0.97% |
$2.31K - $2.46K
|
3.13K
$242K
|
|
|
Oct 19, 2021
Q3 2021
|
Blb&B Advisors, LLC
|
BUY
|
- |
24+ 0.09% |
$1.85K - $1.97K
|
25.6K
$1.99M
|
|
|
Nov 15, 2021
Q3 2021
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
23+ 0.19% |
$1.77K - $1.89K
|
12.3K
$957K
|
|
|
Nov 04, 2021
Q3 2021
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
21+ 0.68% |
$1.61K - $1.72K
|
3.12K
$242K
|
|
|
Nov 09, 2021
Q3 2021
|
Madison Wealth Partners, Inc
|
BUY
|
- |
18+ 0.61% |
$1.38K - $1.48K
|
2.99K
$231K
|
|
|
Oct 18, 2021
Q3 2021
|
Gradient Investments LLC
|
BUY
|
- |
18+ 1.44% |
$1.38K - $1.48K
|
1.27K
$98.3K
|
|
|
Nov 15, 2021
Q3 2021
|
Legal & General Group PLC
London, X0 |
BUY
|
- |
15+ 0.15% |
$1.15K - $1.23K
|
10K
$777K
|
|
|
Oct 27, 2021
Q3 2021
|
Peoples Bank
|
BUY
|
- |
13+ 0.14% |
$1K - $1.07K
|
9.22K
$715K
|
|
|
Oct 21, 2021
Q3 2021
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
10+ 0.14% |
$769 - $821
|
7.39K
$572K
|
|
|
Nov 16, 2021
Q3 2021
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
9+ 0.95% |
$692 - $739
|
955
$74K
|
|
|
Nov 04, 2021
Q3 2021
|
Barnett & Company, Inc.
|
BUY
|
- |
8+ 5.19% |
$615 - $657
|
162
$12.6K
|
|
|
Oct 20, 2021
Q3 2021
|
Patriot Investment Management Inc.
|
BUY
|
- |
7+ 0.03% |
$538 - $575
|
21.8K
$1.69M
|
|
|
Nov 12, 2021
Q3 2021
|
Interchange Capital Partners, LLC
|
BUY
|
- |
7+ 0.07% |
$538 - $575
|
10.1K
$785K
|
|
|
Oct 13, 2021
Q3 2021
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
6+ 0.1% |
$461 - $493
|
6.12K
$474K
|
|
|
Jan 12, 2022
Q3 2021
|
Iron Bridge Private Wealth, LLC
|
BUY
|
- |
6New |
$461 - $493
|
6
$465
|
|
|
Nov 10, 2021
Q3 2021
|
William Blair Investment Management, LLC
Chicago, IL |
BUY
|
- |
5+ 1.03% |
$385 - $411
|
490
$38K
|