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 02, 2021
Q3 2021
|
Waldron Private Wealth LLC
|
BUY
|
- |
40.1K+ 23.33% |
$3.08M - $3.29M
|
212K
$16.4M
|
|
Nov 04, 2021
Q3 2021
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
39.4K+ 10.81% |
$3.03M - $3.24M
|
404K
$31.3M
|
|
Nov 02, 2021
Q3 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
38.5K+ 251.58% |
$2.96M - $3.16M
|
53.8K
$4.17M
|
|
Oct 29, 2021
Q3 2021
|
Brio Consultants, LLC
|
BUY
|
- |
36.9K+ 6.97% |
$2.83M - $3.03M
|
566K
$43.9M
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
36.5K+ 4.16% |
$2.81M - $3M
|
913K
$70.8M
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
36K+ 3.22% |
$2.77M - $2.96M
|
1.16M
$89.6M
|
|
Oct 20, 2021
Q3 2021
|
Nationwide Asset Management LLC
|
BUY
|
- |
36K+ 7.69% |
$2.77M - $2.96M
|
504K
$39.1M
|
|
Oct 04, 2021
Q3 2021
|
Stairway Partners, LLC
|
BUY
|
- |
35.9K+ 1.42% |
$2.76M - $2.95M
|
2.57M
$199M
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
35.9K+ 27.46% |
$2.76M - $2.95M
|
166K
$12.9M
|
|
Oct 15, 2021
Q3 2021
|
Fifth Third Bancorp
|
BUY
|
- |
35.6K+ 1.86% |
$2.74M - $2.92M
|
1.95M
$151M
|
|
Nov 08, 2021
Q3 2021
|
Wood Trust Financial Corp
|
BUY
|
- |
34.8K+ 7.78% |
$2.68M - $2.86M
|
483K
$37.4M
|
|
Nov 09, 2021
Q3 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
34.6K+ 115.32% |
$2.66M - $2.84M
|
64.6K
$5.01M
|
|
Nov 15, 2021
Q3 2021
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
32.8K+ 743.17% |
$2.53M - $2.7M
|
37.3K
$2.89M
|
|
Oct 13, 2021
Q3 2021
|
Bruderman Asset Management, LLC
Locust Valley, NY |
BUY
|
- |
32.8KNew |
$2.52M - $2.7M
|
32.8K
$2.54M
|
|
Nov 12, 2021
Q3 2021
|
Madden Advisory Services, Inc.
|
BUY
|
- |
31.2K+ 47.94% |
$2.4M - $2.56M
|
96.4K
$7.47M
|
|
May 26, 2023
Q3 2021
|
Cornerstone Management, Inc.
Duluth, GA |
BUY
|
- |
29.3K+ 16.33% |
$2.25M - $2.4M
|
208K
$16.2M
|
|
Nov 15, 2021
Q3 2021
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
28.5KNew |
$2.19M - $2.34M
|
28.5K
$2.21M
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
27.8K+ 5.53% |
$2.14M - $2.28M
|
531K
$41.1M
|
|
Nov 15, 2021
Q3 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
26.5K+ 3.03% |
$2.04M - $2.18M
|
903K
$70M
|
|
Nov 02, 2021
Q3 2021
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
25.4K+ 16.52% |
$1.95M - $2.09M
|
179K
$13.9M
|
|
Nov 12, 2021
Q3 2021
|
Gs Investments, Inc.
|
BUY
|
- |
23.5KNew |
$1.81M - $1.93M
|
23.5K
$1.82M
|
|
Nov 15, 2021
Q3 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
23.4K+ 20.54% |
$1.8M - $1.93M
|
138K
$10.7M
|
|
Nov 09, 2021
Q3 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
23.3K+ 91.61% |
$1.79M - $1.91M
|
48.7K
$3.77M
|
|
Nov 12, 2021
Q3 2021
|
Savant Capital, LLC
|
BUY
|
- |
23K+ 81.61% |
$1.77M - $1.89M
|
51.3K
$3.97M
|
|
Oct 18, 2021
Q3 2021
|
Atticus Wealth Management, LLC
|
BUY
|
- |
22.7K+ 44.35% |
$1.75M - $1.86M
|
73.9K
$5.73M
|
|
Nov 12, 2021
Q3 2021
|
Coldstream Capital Management Inc
|
BUY
|
- |
22.5K+ 17.49% |
$1.73M - $1.85M
|
151K
$11.7M
|
|
Nov 15, 2021
Q3 2021
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
22.3KNew |
$1.72M - $1.83M
|
22.3K
$1.73M
|
|
Nov 10, 2021
Q3 2021
|
Pvg Asset Management Corp
Golden, CO |
BUY
|
- |
21.6KNew |
$1.66M - $1.78M
|
21.6K
$1.68M
|
|
Oct 12, 2021
Q3 2021
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
20.4K+ 4.33% |
$1.57M - $1.67M
|
491K
$38M
|
|
Nov 02, 2021
Q3 2021
|
Cavalier Investments, LLC
|
BUY
|
- |
20K+ 22.35% |
$1.54M - $1.64M
|
110K
$8.5M
|
|
Oct 13, 2021
Q3 2021
|
Churchill Management Corp
|
BUY
|
- |
19.4K+ 0.82% |
$1.49M - $1.59M
|
2.39M
$185M
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
19.4K+ 4.95% |
$1.49M - $1.59M
|
410K
$31.8M
|
|
Nov 08, 2021
Q3 2021
|
Russell Investments Group, Ltd.
|
BUY
|
- |
19.3KNew |
$1.48M - $1.58M
|
19.3K
$1.49M
|
|
Oct 18, 2021
Q3 2021
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
19K+ 135.36% |
$1.46M - $1.56M
|
33.1K
$2.56M
|
|
Nov 15, 2021
Q3 2021
|
Caxton Corp
Princeton, NJ |
BUY
|
- |
19KNew |
$1.46M - $1.56M
|
19K
$1.47M
|
|
Nov 12, 2021
Q3 2021
|
St. Louis Trust CO
|
BUY
|
- |
18.7K+ 18.04% |
$1.44M - $1.54M
|
122K
$9.49M
|
|
Nov 02, 2021
Q3 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
18.3K+ 1.78% |
$1.41M - $1.51M
|
1.05M
$81.3M
|
|
Nov 12, 2021
Q3 2021
|
Caisse De Depot Et Placement Du Quebec
Montreal, A8 |
BUY
|
- |
17.8K+ 41.91% |
$1.37M - $1.46M
|
60.2K
$4.67M
|
|
Nov 12, 2021
Q3 2021
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
17.7K+ 3.73% |
$1.36M - $1.46M
|
493K
$38.2M
|
|
Nov 09, 2021
Q3 2021
|
Bank Of The West
|
BUY
|
- |
17.6K+ 10.1% |
$1.36M - $1.45M
|
192K
$14.9M
|
|
Nov 12, 2021
Q3 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
17.1K+ 254.02% |
$1.32M - $1.41M
|
23.9K
$1.85M
|
|
Jan 17, 2024
Q3 2021
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
16.9K+ 29.45% |
$1.3M - $1.39M
|
74.3K
$5.75M
|
|
Nov 16, 2021
Q3 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
16.6K+ 26.8% |
$1.28M - $1.37M
|
78.7K
$6.1M
|
|
Nov 10, 2021
Q3 2021
|
Comerica Securities,Inc.
|
BUY
|
- |
16.5K+ 4.01% |
$1.27M - $1.35M
|
428K
$33.2M
|
|
Nov 12, 2021
Q3 2021
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
16.4K+ 553.81% |
$1.26M - $1.35M
|
19.4K
$1.5M
|
|
Nov 01, 2021
Q3 2021
|
Salomon & Ludwin, LLC
|
BUY
|
- |
16.3K+ 7.45% |
$1.25M - $1.33M
|
234K
$18.2M
|
|
Nov 01, 2021
Q3 2021
|
Nichols & Pratt Advisers LLP
|
BUY
|
- |
15.7KNew |
$1.21M - $1.29M
|
15.7K
$1.22M
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
BUY
|
- |
15.1K+ 0.22% |
$1.16M - $1.24M
|
6.72M
$521M
|
|
Oct 25, 2021
Q3 2021
|
Monte Financial Group, LLC
|
BUY
|
- |
15KNew |
$1.16M - $1.23M
|
15K
$1.16M
|
|
Oct 21, 2021
Q3 2021
|
Fifth Third Securities, Inc.
|
BUY
|
- |
15KNew |
$1.15M - $1.23M
|
15K
$1.16M
|