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 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-44- 1.93% |
$3.38K - $3.61K
|
2.23K
$173K
|
|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-45- 3.32% |
$3.46K - $3.7K
|
1.31K
$101K
|
|
|
Nov 05, 2021
Q3 2021
|
Welch Group, LLC
|
SELL
|
- |
-47- 0.62% |
$3.61K - $3.86K
|
7.5K
$581K
|
|
|
Nov 15, 2021
Q3 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-47- 1.23% |
$3.61K - $3.86K
|
3.78K
$293K
|
|
|
Oct 13, 2022
Q3 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-47- 1.23% |
$3.61K - $3.86K
|
3.78K
$293K
|
|
|
Oct 13, 2021
Q3 2021
|
Butensky & Cohen Financial Security, Inc
|
SELL
|
- |
-48- 1.32% |
$3.69K - $3.94K
|
3.6K
$279K
|
|
|
Nov 02, 2021
Q3 2021
|
Spinnaker Trust
|
SELL
|
- |
-48- 0.93% |
$3.69K - $3.94K
|
5.11K
$396K
|
|
|
Nov 01, 2021
Q3 2021
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-50- 0.99% |
$3.85K - $4.11K
|
5.02K
$389K
|
|
|
Oct 19, 2021
Q3 2021
|
Howard Wealth Management, LLC
Madison, CT |
SELL
|
- |
-50- 0.74% |
$3.85K - $4.11K
|
6.72K
$520K
|
|
|
Jul 09, 2024
Q3 2021
|
Strategic Financial Partners, Ltd.
Bend, OR |
SELL
|
- |
-50- 1.25% |
$3.85K - $4.11K
|
3.94K
$306K
|
|
|
Oct 28, 2021
Q3 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-52- 0.33% |
$4K - $4.27K
|
15.6K
$1.21M
|
|
|
Nov 12, 2021
Q3 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-53- 3.76% |
$4.08K - $4.35K
|
1.36K
$105K
|
|
|
Nov 05, 2021
Q3 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-53- 37.06% |
$4.08K - $4.35K
|
90
$6.98K
|
|
|
Oct 18, 2024
Q3 2021
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-57- 0.93% |
$4.38K - $4.68K
|
6.1K
$473K
|
|
|
Oct 21, 2021
Q3 2021
|
V Wealth Advisors LLC
|
SELL
|
- |
-60- 1.12% |
$4.61K - $4.93K
|
5.28K
$409K
|
|
|
Nov 09, 2021
Q3 2021
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-68- 1.93% |
$5.23K - $5.58K
|
3.46K
$268K
|
|
|
Oct 15, 2021
Q3 2021
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-70- 0.09% |
$5.38K - $5.75K
|
73.9K
$5.73M
|
|
|
Nov 15, 2021
Q3 2021
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-71- 1.33% |
$5.46K - $5.83K
|
5.27K
$408K
|
|
|
Nov 12, 2021
Q3 2021
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
SELL
|
- |
-73- 1.26% |
$5.61K - $6K
|
5.72K
$443K
|
|
|
Nov 16, 2021
Q3 2021
|
Principle Wealth Partners LLC
|
SELL
|
- |
-74- 2.2% |
$5.69K - $6.08K
|
3.3K
$255K
|
|
|
Nov 17, 2021
Q3 2021
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-74- 2.24% |
$5.69K - $6.08K
|
3.23K
$250K
|
|
|
Nov 09, 2021
Q3 2021
|
Altman Advisors, Inc.
Chicago, IL |
SELL
|
- |
-74- 2.72% |
$5.69K - $6.08K
|
2.65K
$205K
|
|
|
Oct 29, 2021
Q3 2021
|
Colorado Capital Management, Inc.
|
SELL
|
- |
-75- 0.77% |
$5.77K - $6.16K
|
9.6K
$744K
|
|
|
Nov 12, 2021
Q3 2021
|
Maryland Capital Management
Towson, MD |
SELL
|
- |
-75- 0.49% |
$5.77K - $6.16K
|
15.2K
$1.18M
|
|
|
Oct 29, 2021
Q3 2021
|
Good Life Advisors, LLC
|
SELL
|
- |
-77- 1.77% |
$5.92K - $6.32K
|
4.28K
$332K
|
|
|
Oct 21, 2021
Q3 2021
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-79- 1.74% |
$6.08K - $6.49K
|
4.46K
$345K
|
|
|
Nov 07, 2022
Q3 2021
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-80- 0.58% |
$6.15K - $6.57K
|
13.8K
$1.07M
|
|
|
Oct 29, 2021
Q3 2021
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-83- 1.91% |
$6.38K - $6.82K
|
4.26K
$330K
|
|
|
Nov 10, 2021
Q3 2021
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-84Closed |
$6.46K - $6.9K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Capital Management LLC
Richmond, VA |
SELL
|
- |
-86- 0.75% |
$6.61K - $7.06K
|
11.3K
$879K
|
|
|
Oct 12, 2021
Q3 2021
|
Ifg Advisory, LLC
|
SELL
|
- |
-89- 0.61% |
$6.84K - $7.31K
|
14.6K
$1.13M
|
|
|
Oct 29, 2021
Q3 2021
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-91- 0.49% |
$7K - $7.47K
|
18.3K
$1.42M
|
|
|
Nov 01, 2021
Q3 2021
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-95- 2.03% |
$7.31K - $7.8K
|
4.59K
$355K
|
|
|
Nov 12, 2021
Q3 2021
|
Windsor Capital Management, LLC
|
SELL
|
- |
-97- 0.45% |
$7.46K - $7.97K
|
21.4K
$1.66M
|
|
|
Nov 09, 2021
Q3 2021
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-100- 1.76% |
$7.69K - $8.21K
|
5.59K
$433K
|
|
|
Oct 06, 2021
Q3 2021
|
Bath Savings Trust CO
|
SELL
|
- |
-100- 2.34% |
$7.69K - $8.21K
|
4.18K
$324K
|
|
|
Oct 25, 2021
Q3 2021
|
Sightline Wealth Advisors, LLC
|
SELL
|
- |
-100- 0.71% |
$7.69K - $8.21K
|
13.9K
$1.08M
|
|
|
Nov 12, 2021
Q3 2021
|
Delta Investment Management, LLC
|
SELL
|
- |
-100- 2.45% |
$7.69K - $8.21K
|
3.98K
$308K
|
|
|
Oct 12, 2021
Q3 2021
|
Cypress Capital Group
|
SELL
|
- |
-100- 3.39% |
$7.69K - $8.21K
|
2.85K
$221K
|
|
|
Oct 15, 2021
Q3 2021
|
Sheets Smith Wealth Management
|
SELL
|
- |
-100- 0.21% |
$7.69K - $8.21K
|
47.8K
$3.7M
|
|
|
Nov 09, 2021
Q3 2021
|
Wells Trecaso Financial Group, LLC
|
SELL
|
- |
-100- 0.84% |
$7.69K - $8.21K
|
11.8K
$913K
|
|
|
Nov 04, 2021
Q3 2021
|
Private Portfolio Partners LLC
|
SELL
|
- |
-100- 1.28% |
$7.69K - $8.21K
|
7.72K
$598K
|
|
|
Oct 27, 2021
Q3 2021
|
Carret Asset Management, LLC
|
SELL
|
- |
-100- 2.88% |
$7.69K - $8.21K
|
3.38K
$262K
|
|
|
Mar 14, 2023
Q3 2021
|
Private Portfolio Partners LLC
|
SELL
|
- |
-100- 1.28% |
$7.69K - $8.21K
|
7.72K
$598K
|
|
|
Oct 27, 2021
Q3 2021
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-107- 15.2% |
$8.23K - $8.79K
|
597
$46.3K
|
|
|
Nov 15, 2021
Q3 2021
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-107- 0.02% |
$8.23K - $8.79K
|
509K
$39.4M
|
|
|
Oct 28, 2021
Q3 2021
|
Heritage Investors Management Corp
|
SELL
|
- |
-108- 0.08% |
$8.31K - $8.87K
|
143K
$11.1M
|
|
|
Oct 26, 2021
Q3 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-108- 18.4% |
$8.31K - $8.87K
|
479
$37.1K
|
|
|
Dec 06, 2021
Q3 2021
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-110- 1.27% |
$8.46K - $9.03K
|
8.56K
$663K
|
|
|
Nov 04, 2021
Q3 2021
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-110- 3.08% |
$8.46K - $9.03K
|
3.46K
$268K
|