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 01, 2021
Q3 2021
|
Orrstown Financial Services Inc
Shippensburg, PA |
SELL
|
- |
-6.02K- 53.26% |
$463K - $494K
|
5.28K
$409K
|
|
Nov 12, 2021
Q3 2021
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-6.16K- 9.76% |
$474K - $506K
|
57K
$4.41M
|
|
Oct 26, 2021
Q3 2021
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
SELL
|
- |
-6.19K- 0.88% |
$476K - $508K
|
694K
$53.8M
|
|
Nov 03, 2021
Q3 2021
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-6.21K- 0.62% |
$477K - $510K
|
1M
$77.6M
|
|
Nov 12, 2021
Q3 2021
|
Cambridge Associates LLC
Boston, MA |
SELL
|
- |
-6.29K- 8.44% |
$484K - $517K
|
68.2K
$5.29M
|
|
Oct 12, 2021
Q3 2021
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-6.4K- 35.44% |
$492K - $525K
|
11.7K
$903K
|
|
Nov 12, 2021
Q3 2021
|
David Katz
Matrix Asset Advisors Inc
|
SELL
|
- |
-6.72K- 23.65% |
$516K - $552K
|
21.7K
$1.68M
|
|
Nov 04, 2021
Q3 2021
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-6.8K- 35.53% |
$523K - $559K
|
12.3K
$957K
|
|
Aug 30, 2024
Q3 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-6.83K- 4.85% |
$526K - $561K
|
134K
$10.4M
|
|
Nov 12, 2021
Q3 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-6.87K- 97.42% |
$528K - $564K
|
182
$14.1K
|
|
Oct 25, 2021
Q3 2021
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-7.22KClosed |
$555K - $593K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-7.26K- 0.39% |
$558K - $596K
|
1.85M
$144M
|
|
Nov 12, 2021
Q3 2021
|
Assetmark, Inc
|
SELL
|
- |
-7.36K- 16.2% |
$566K - $604K
|
38K
$2.95M
|
|
Nov 04, 2021
Q3 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-7.38K- 0.59% |
$567K - $606K
|
1.24M
$96.4M
|
|
Oct 27, 2021
Q3 2021
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-7.48K- 90.13% |
$575K - $614K
|
819
$63.5K
|
|
Oct 08, 2021
Q3 2021
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-7.49K- 3.29% |
$576K - $615K
|
220K
$17.1M
|
|
Nov 15, 2021
Q3 2021
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-7.5KClosed |
$577K - $616K
|
0
$0
|
|
Nov 15, 2021
Q3 2021
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-7.63KClosed |
$587K - $627K
|
0
$0
|
|
Nov 16, 2021
Q3 2021
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-7.95K- 9.56% |
$611K - $653K
|
75.2K
$5.83M
|
|
Nov 09, 2021
Q3 2021
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-8.15K- 5.76% |
$627K - $669K
|
133K
$10.3M
|
|
Oct 28, 2021
Q3 2021
|
Community Bank, N.A.
|
SELL
|
- |
-8.2K- 16.45% |
$630K - $673K
|
41.6K
$3.23M
|
|
Nov 10, 2021
Q3 2021
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-8.33K- 46.21% |
$640K - $684K
|
9.69K
$751K
|
|
Nov 12, 2021
Q3 2021
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-8.44KClosed |
$649K - $693K
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Dimension Capital Management LLC
Coral Gables, FL |
SELL
|
- |
-8.54K- 6.83% |
$656K - $701K
|
116K
$9.02M
|
|
Oct 18, 2021
Q3 2021
|
Bank Of Stockton
|
SELL
|
- |
-8.56K- 9.55% |
$658K - $703K
|
81K
$6.28M
|
|
Nov 12, 2021
Q3 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-8.56K- 0.7% |
$659K - $703K
|
1.22M
$94.8M
|
|
Oct 13, 2021
Q3 2021
|
Adams Asset Advisors, LLC
|
SELL
|
- |
-8.69KClosed |
$668K - $714K
|
0
$0
|
|
Nov 10, 2021
Q3 2021
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-8.97KClosed |
$690K - $737K
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-9.03K- 3.58% |
$694K - $741K
|
243K
$18.8M
|
|
Nov 12, 2021
Q3 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-9.3K- 1.39% |
$715K - $764K
|
659K
$51.1M
|
|
Oct 21, 2021
Q3 2021
|
Efficient Advisors, LLC
|
SELL
|
- |
-9.38K- 7.13% |
$722K - $771K
|
122K
$9.47M
|
|
Oct 20, 2021
Q3 2021
|
Ledyard National Bank
|
SELL
|
- |
-9.55K- 22.09% |
$734K - $784K
|
33.7K
$2.61M
|
|
Nov 12, 2021
Q3 2021
|
Cubic Asset Management, LLC
|
SELL
|
- |
-9.71K- 23.9% |
$747K - $798K
|
30.9K
$2.4M
|
|
Nov 05, 2021
Q3 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-9.89K- 9.19% |
$761K - $812K
|
97.7K
$7.57M
|
|
Nov 09, 2021
Q3 2021
|
Select Asset Management & Trust
Mechanicsburg, PA |
SELL
|
- |
-9.98K- 78.34% |
$767K - $820K
|
2.76K
$214K
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-10K- 26.03% |
$770K - $822K
|
28.5K
$2.21M
|
|
Oct 26, 2021
Q3 2021
|
Chesapeake Wealth Management
|
SELL
|
- |
-10.1K- 10.93% |
$774K - $827K
|
82.1K
$6.36M
|
|
Nov 09, 2021
Q3 2021
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-10.2K- 44.67% |
$788K - $841K
|
12.7K
$983K
|
|
Nov 08, 2021
Q3 2021
|
Meeder Asset Management Inc
|
SELL
|
- |
-10.6K- 27.22% |
$819K - $875K
|
28.5K
$2.21M
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-11K- 46.64% |
$842K - $899K
|
12.5K
$971K
|
|
Nov 12, 2021
Q3 2021
|
Laird Norton Trust Company, LLC
|
SELL
|
- |
-11.2K- 6.33% |
$858K - $916K
|
165K
$12.8M
|
|
Nov 05, 2021
Q3 2021
|
Conning Inc.
|
SELL
|
- |
-11.5K- 3.5% |
$883K - $943K
|
316K
$24.5M
|
|
Sep 01, 2022
Q3 2021
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-12K- 4.67% |
$925K - $988K
|
245K
$19M
|
|
Aug 06, 2024
Q3 2021
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-12K- 4.67% |
$925K - $988K
|
245K
$19M
|
|
Oct 28, 2021
Q3 2021
|
Eukles Asset Management
|
SELL
|
- |
-12.3K- 23.56% |
$948K - $1.01M
|
40K
$3.1M
|
|
Nov 15, 2021
Q3 2021
|
Benefit Street Partners LLC
|
SELL
|
- |
-12.4KClosed |
$950K - $1.01M
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-13.1K- 4.82% |
$1M - $1.07M
|
258K
$20M
|
|
Nov 15, 2021
Q3 2021
|
Castellan Group
Louisville, KY |
SELL
|
- |
-13.2KClosed |
$1.02M - $1.08M
|
0
$0
|
|
Nov 09, 2021
Q3 2021
|
Washington Trust CO
|
SELL
|
- |
-13.8K- 8.19% |
$1.06M - $1.13M
|
155K
$12M
|
|
Nov 05, 2021
Q3 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-14K- 2.38% |
$1.08M - $1.15M
|
575K
$44.6M
|