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 04, 2021
Q3 2021
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-110- 3.08% |
$8.46K - $9.03K
|
3.46K
$269K
|
|
Oct 08, 2021
Q3 2021
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-111- 0.29% |
$8.54K - $9.12K
|
38.2K
$2.98M
|
|
Nov 15, 2021
Q3 2021
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
SELL
|
- |
-111- -0.0% |
$8.54K - $9.12K
|
2.6M
$202M
|
|
Oct 04, 2021
Q3 2021
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-112- 0.69% |
$8.61K - $9.2K
|
16.2K
$1.26M
|
|
Nov 15, 2021
Q3 2021
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-120- 2.3% |
$9.23K - $9.86K
|
5.1K
$397K
|
|
Oct 13, 2021
Q3 2021
|
Private Capital Group, LLC
|
SELL
|
- |
-123- 0.4% |
$9.46K - $10.1K
|
30.3K
$2.36M
|
|
Nov 09, 2021
Q3 2021
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-123- 1.22% |
$9.46K - $10.1K
|
9.93K
$773K
|
|
Nov 22, 2021
Q3 2021
|
Cape Ann Savings Bank
Gloucester, MA |
SELL
|
- |
-124- 0.11% |
$9.54K - $10.2K
|
116K
$9.06M
|
|
Nov 09, 2021
Q3 2021
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-126- 1.3% |
$9.69K - $10.3K
|
9.56K
$745K
|
|
Oct 26, 2021
Q3 2021
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-133- 1.47% |
$10.2K - $10.9K
|
8.92K
$695K
|
|
Nov 15, 2021
Q3 2021
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-142- 0.28% |
$10.9K - $11.7K
|
50.9K
$3.97M
|
|
Nov 12, 2021
Q3 2021
|
Financial Strategies Group, Inc.
|
SELL
|
- |
-144- 3.09% |
$11.1K - $11.8K
|
4.51K
$351K
|
|
Oct 29, 2021
Q3 2021
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-145- 0.62% |
$11.2K - $11.9K
|
23.1K
$1.8M
|
|
Nov 03, 2021
Q3 2021
|
Hengehold Capital Management LLC
|
SELL
|
- |
-146- 0.41% |
$11.2K - $12K
|
35.4K
$2.76M
|
|
Nov 15, 2021
Q3 2021
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-149- 1.51% |
$11.5K - $12.2K
|
9.71K
$756K
|
|
Oct 15, 2021
Q3 2021
|
Baker Ellis Asset Management LLC
|
SELL
|
- |
-150- 4.14% |
$11.5K - $12.3K
|
3.48K
$271K
|
|
Nov 08, 2021
Q3 2021
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-150- 3.1% |
$11.5K - $12.3K
|
4.69K
$365K
|
|
Nov 15, 2021
Q3 2021
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-150- 0.17% |
$11.5K - $12.3K
|
88.8K
$6.91M
|
|
Oct 27, 2021
Q3 2021
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-150- 2.49% |
$11.5K - $12.3K
|
5.87K
$458K
|
|
Nov 03, 2021
Q3 2021
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-151- 1.93% |
$11.6K - $12.4K
|
7.68K
$599K
|
|
Oct 26, 2021
Q3 2021
|
Brickley Wealth Management
|
SELL
|
- |
-152- 0.11% |
$11.7K - $12.5K
|
143K
$11.2M
|
|
Oct 21, 2021
Q3 2021
|
First American Trust, Fsb
|
SELL
|
- |
-154- 4.71% |
$11.8K - $12.6K
|
3.11K
$243K
|
|
Nov 09, 2021
Q3 2021
|
Phillips Financial Management, LLC
|
SELL
|
- |
-155- 0.16% |
$11.9K - $12.7K
|
97.1K
$7.56M
|
|
Oct 28, 2021
Q3 2021
|
Montecito Bank & Trust
|
SELL
|
- |
-155- 0.52% |
$11.9K - $12.7K
|
29.9K
$2.33M
|
|
Oct 20, 2021
Q3 2021
|
Wambolt & Associates, LLC
|
SELL
|
- |
-156- 3.27% |
$12K - $12.8K
|
4.62K
$360K
|
|
Oct 05, 2021
Q3 2021
|
Mc Adam, LLC
|
SELL
|
- |
-157- 0.31% |
$12.1K - $12.9K
|
49.9K
$3.89M
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO
|
SELL
|
- |
-157- 0.08% |
$12.1K - $12.9K
|
203K
$15.9M
|
|
Nov 12, 2021
Q3 2021
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-157- 1.99% |
$12.1K - $12.9K
|
7.74K
$603K
|
|
Oct 22, 2021
Q3 2021
|
Family Firm, Inc.
|
SELL
|
- |
-158- 0.33% |
$12.2K - $13K
|
47.4K
$3.69M
|
|
Nov 12, 2021
Q3 2021
|
Concentric Wealth Management, LLC
Lafayette, CA |
SELL
|
- |
-165- 0.32% |
$12.7K - $13.6K
|
51.8K
$4.04M
|
|
Nov 16, 2021
Q3 2021
|
Parisi Gray Wealth Management
|
SELL
|
- |
-170- 1.37% |
$13.1K - $14K
|
12.2K
$952K
|
|
Nov 16, 2021
Q3 2021
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-179- 1.42% |
$13.8K - $14.7K
|
12.4K
$969K
|
|
Nov 10, 2021
Q3 2021
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-179- 0.6% |
$13.8K - $14.7K
|
29.5K
$2.3M
|
|
Oct 13, 2021
Q3 2021
|
Gofen & Glossberg LLC
|
SELL
|
- |
-182- 0.11% |
$14K - $14.9K
|
166K
$13M
|
|
Nov 15, 2021
Q3 2021
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-182- 1.69% |
$14K - $14.9K
|
10.6K
$824K
|
|
Nov 09, 2021
Q3 2021
|
Hudock, Inc.
|
SELL
|
- |
-188- 1.22% |
$14.5K - $15.4K
|
15.2K
$1.19M
|
|
Nov 16, 2021
Q3 2021
|
Asset Planning Corporation
|
SELL
|
- |
-189- 0.33% |
$14.5K - $15.5K
|
56.5K
$4.4M
|
|
Nov 12, 2021
Q3 2021
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-189- 0.97% |
$14.5K - $15.5K
|
19.3K
$1.5M
|
|
Nov 15, 2021
Q3 2021
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
SELL
|
- |
-189- 4.59% |
$14.5K - $15.5K
|
3.93K
$306K
|
|
Sep 01, 2023
Q3 2021
|
Corrigan Financial, Inc.
Middletown, RI |
SELL
|
- |
-193- 3.41% |
$14.8K - $15.9K
|
5.47K
$426K
|
|
Nov 04, 2021
Q3 2021
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-196- 2.64% |
$15.1K - $16.1K
|
7.23K
$564K
|
|
Oct 19, 2021
Q3 2021
|
First Bancorp, Inc
|
SELL
|
- |
-200- 0.98% |
$15.4K - $16.4K
|
20.2K
$1.58M
|
|
Nov 04, 2021
Q3 2021
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-200- 0.98% |
$15.4K - $16.4K
|
20.1K
$1.57M
|
|
Nov 12, 2021
Q3 2021
|
Holistic Financial Partners
|
SELL
|
- |
-201- 1.19% |
$15.5K - $16.5K
|
16.7K
$1.3M
|
|
Apr 05, 2024
Q3 2021
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-201- 0.59% |
$15.5K - $16.5K
|
34.2K
$2.66M
|
|
Oct 29, 2021
Q3 2021
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-203- 4.57% |
$15.6K - $16.7K
|
4.24K
$330K
|
|
Nov 15, 2021
Q3 2021
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-205- 0.31% |
$15.8K - $16.8K
|
66.9K
$5.21M
|
|
Oct 22, 2021
Q3 2021
|
Baldrige Asset Management LLC
|
SELL
|
- |
-208- 5.88% |
$16K - $17.1K
|
3.33K
$260K
|
|
Oct 14, 2021
Q3 2021
|
Schwab Charitable Fund
|
SELL
|
- |
-208- 3.44% |
$16K - $17.1K
|
5.85K
$455K
|
|
Nov 15, 2021
Q3 2021
|
Resolute Advisors LLC
|
SELL
|
- |
-210Closed |
$16.1K - $17.2K
|
0
$0
|