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 |
---|---|---|---|---|---|---|---|
Oct 19, 2021
Q3 2021
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-675- 0.75% |
$51.9K - $55.4K
|
89.8K
$6.99M
|
|
Nov 05, 2021
Q3 2021
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-681- 1.44% |
$52.4K - $55.9K
|
46.7K
$3.64M
|
|
Nov 15, 2021
Q3 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-681- 0.82% |
$52.4K - $55.9K
|
81.9K
$6.38M
|
|
Oct 12, 2021
Q3 2021
|
Hya Advisors, Inc
|
SELL
|
- |
-694- 11.32% |
$53.4K - $57K
|
5.44K
$424K
|
|
Nov 09, 2021
Q3 2021
|
Sageworth Trust CO
|
SELL
|
- |
-700- 0.69% |
$53.8K - $57.5K
|
100K
$7.83M
|
|
Nov 01, 2021
Q3 2021
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-703- 12.58% |
$54.1K - $57.7K
|
4.88K
$381K
|
|
Dec 14, 2021
Q3 2021
|
Strategy Asset Managers LLC
|
SELL
|
- |
-709- 5.8% |
$54.5K - $58.2K
|
11.5K
$897K
|
|
Oct 20, 2021
Q3 2021
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-711- 1.28% |
$54.7K - $58.4K
|
54.7K
$4.26M
|
|
Oct 19, 2021
Q3 2021
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-725- 1.81% |
$55.8K - $59.5K
|
39.2K
$3.06M
|
|
Oct 26, 2021
Q3 2021
|
Prism Advisors, Inc.
|
SELL
|
- |
-732- 0.31% |
$56.3K - $60.1K
|
235K
$18.3M
|
|
Nov 01, 2021
Q3 2021
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-732- 17.9% |
$56.3K - $60.1K
|
3.36K
$262K
|
|
Oct 19, 2021
Q3 2021
|
Gemmer Asset Management LLC
|
SELL
|
- |
-734- 1.56% |
$56.4K - $60.3K
|
46.4K
$3.62M
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
SELL
|
- |
-769- 21.3% |
$59.1K - $63.2K
|
2.84K
$221K
|
|
Nov 09, 2021
Q3 2021
|
Coastline Trust CO
|
SELL
|
- |
-770- 1.08% |
$59.2K - $63.2K
|
70.4K
$5.49M
|
|
Nov 15, 2021
Q3 2021
|
Asset Management Group, Inc.
Stamford, CT |
SELL
|
- |
-789- 1.6% |
$60.7K - $64.8K
|
48.4K
$3.77M
|
|
Oct 05, 2021
Q3 2021
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-793- 0.41% |
$61K - $65.1K
|
192K
$15M
|
|
Oct 14, 2021
Q3 2021
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-800- 0.74% |
$61.5K - $65.7K
|
107K
$8.32M
|
|
Dec 27, 2021
Q3 2021
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-801- 1.2% |
$61.6K - $65.8K
|
65.7K
$5.12M
|
|
Oct 19, 2021
Q3 2021
|
Reston Wealth Management LLC
|
SELL
|
- |
-823- 4.98% |
$63.3K - $67.6K
|
15.7K
$1.22M
|
|
Oct 27, 2021
Q3 2021
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-826- 15.89% |
$63.5K - $67.8K
|
4.37K
$341K
|
|
Oct 26, 2021
Q3 2021
|
Country Trust Bank
|
SELL
|
- |
-833- 2.46% |
$64.1K - $68.4K
|
33K
$2.57M
|
|
Oct 08, 2021
Q3 2021
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-833- 1.41% |
$64.1K - $68.4K
|
58.2K
$4.53M
|
|
Oct 27, 2021
Q3 2021
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-860- 4.31% |
$66.1K - $70.6K
|
19.1K
$1.49M
|
|
Nov 08, 2021
Q3 2021
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-868- 3.19% |
$66.7K - $71.3K
|
26.3K
$2.05M
|
|
Oct 28, 2021
Q3 2021
|
Chicago Capital, LLC
|
SELL
|
- |
-880- 10.7% |
$67.7K - $72.3K
|
7.34K
$572K
|
|
Nov 15, 2021
Q3 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-893- 1.67% |
$68.7K - $73.3K
|
52.6K
$4.1M
|
|
Oct 14, 2021
Q3 2021
|
Berkshire Bank
|
SELL
|
- |
-894- 5.66% |
$68.7K - $73.4K
|
14.9K
$1.16M
|
|
Nov 08, 2021
Q3 2021
|
Capital Directions Investment Advisors, LLC
|
SELL
|
- |
-896- 0.39% |
$68.9K - $73.6K
|
228K
$17.8M
|
|
Nov 12, 2021
Q3 2021
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-896- 4.38% |
$68.9K - $73.6K
|
19.5K
$1.52M
|
|
Nov 05, 2021
Q3 2021
|
First National Trust CO
|
SELL
|
- |
-907- 0.73% |
$69.7K - $74.5K
|
123K
$9.6M
|
|
Oct 21, 2021
Q3 2021
|
Fulcrum Capital LLC
|
SELL
|
- |
-911- 7.9% |
$70.1K - $74.8K
|
10.6K
$828K
|
|
Nov 04, 2021
Q3 2021
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-917- 2.27% |
$70.5K - $75.3K
|
39.5K
$3.08M
|
|
Nov 12, 2021
Q3 2021
|
Accredited Investors Inc.
|
SELL
|
- |
-939- 10.59% |
$72.2K - $77.1K
|
7.93K
$618K
|
|
Oct 25, 2021
Q3 2021
|
Highland Capital Management, LLC
|
SELL
|
- |
-950- 6.54% |
$73.1K - $78K
|
13.6K
$1.06M
|
|
Nov 02, 2021
Q3 2021
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-958Closed |
$73.7K - $78.7K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-965- 1.65% |
$74.2K - $79.3K
|
57.4K
$4.47M
|
|
Nov 12, 2021
Q3 2021
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-967- 0.28% |
$74.4K - $79.4K
|
340K
$26.5M
|
|
Oct 14, 2021
Q3 2021
|
Appleton Partners Inc
|
SELL
|
- |
-983- 3.01% |
$75.6K - $80.7K
|
31.7K
$2.47M
|
|
Nov 15, 2021
Q3 2021
|
Exodus Point Capital Management, LP
New York, NY |
SELL
|
- |
-1K- 1.96% |
$76.9K - $82.1K
|
50.1K
$3.9M
|
|
Nov 09, 2021
Q3 2021
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.02K- 3.29% |
$78.2K - $83.5K
|
29.9K
$2.33M
|
|
Nov 15, 2021
Q3 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.02K- 1.46% |
$78.4K - $83.7K
|
68.9K
$5.37M
|
|
Nov 15, 2021
Q3 2021
|
Tolleson Wealth Management, Inc.
Dallas, TX |
SELL
|
- |
-1.02K- 0.83% |
$78.4K - $83.8K
|
121K
$9.45M
|
|
Oct 19, 2021
Q3 2021
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-1.03K- 25.52% |
$79.1K - $84.5K
|
3K
$234K
|
|
Nov 02, 2021
Q3 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.04K- 0.31% |
$80.1K - $85.6K
|
337K
$26.2M
|
|
Nov 04, 2021
Q3 2021
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-1.06K- 4.24% |
$81.4K - $87K
|
23.9K
$1.87M
|
|
Nov 12, 2021
Q3 2021
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-1.08K- 24.7% |
$82.9K - $88.5K
|
3.29K
$256K
|
|
Nov 09, 2021
Q3 2021
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-1.1K- 1.09% |
$84.6K - $90.3K
|
99.9K
$7.78M
|
|
Oct 29, 2021
Q3 2021
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-1.1K- 1.51% |
$84.7K - $90.4K
|
71.6K
$5.58M
|
|
Oct 29, 2021
Q3 2021
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-1.1K- 3.19% |
$84.9K - $90.7K
|
33.6K
$2.61M
|
|
Nov 15, 2021
Q3 2021
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-1.12K- 16.36% |
$86.4K - $92.3K
|
5.75K
$448K
|