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 22, 2021
Q3 2021
|
Paulson Wealth Management Inc.
|
BUY
|
- |
14.8K+ 6.27% |
$1.14M - $1.22M
|
251K
$19.5M
|
|
Oct 13, 2021
Q3 2021
|
Aries Wealth Management
|
BUY
|
- |
14.8K+ 37.38% |
$1.14M - $1.22M
|
54.4K
$4.22M
|
|
Nov 12, 2021
Q3 2021
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
14.7KNew |
$1.13M - $1.2M
|
14.7K
$1.14M
|
|
Oct 21, 2021
Q3 2021
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
14.6K+ 44.28% |
$1.13M - $1.2M
|
47.7K
$3.7M
|
|
Nov 10, 2021
Q3 2021
|
Thornburg Investment Management Inc
|
BUY
|
- |
14.5K+ 68.9% |
$1.12M - $1.19M
|
35.6K
$2.76M
|
|
Nov 12, 2021
Q3 2021
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
14.4K+ 11.29% |
$1.11M - $1.19M
|
142K
$11M
|
|
Oct 20, 2021
Q3 2021
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
14.4K+ 495.39% |
$1.11M - $1.18M
|
17.3K
$1.34M
|
|
Nov 15, 2021
Q3 2021
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
14.2KNew |
$1.09M - $1.17M
|
14.2K
$1.1M
|
|
Nov 15, 2021
Q3 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
13.8K+ 2.59% |
$1.06M - $1.14M
|
547K
$42.4M
|
|
Nov 10, 2021
Q3 2021
|
Panagora Asset Management Inc
Boston, MA |
BUY
|
- |
13.6K+ 9.96% |
$1.04M - $1.11M
|
150K
$11.6M
|
|
Dec 13, 2021
Q3 2021
|
Tnf LLC
|
BUY
|
- |
13.1KNew |
$1.01M - $1.08M
|
13.1K
$1.02M
|
|
Nov 15, 2021
Q3 2021
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
12.8K+ 332.36% |
$982K - $1.05M
|
16.6K
$1.29M
|
|
Nov 12, 2021
Q3 2021
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
12.6KNew |
$972K - $1.04M
|
12.6K
$980K
|
|
Nov 12, 2021
Q3 2021
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
12.6K+ 15.13% |
$967K - $1.03M
|
95.7K
$7.42M
|
|
Oct 12, 2021
Q3 2021
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
12.3KNew |
$949K - $1.01M
|
12.3K
$956K
|
|
Nov 10, 2021
Q3 2021
|
White Pine Capital LLC
Golden Valley, MN |
BUY
|
- |
12.3K+ 32.4% |
$948K - $1.01M
|
50.4K
$3.9M
|
|
Oct 08, 2021
Q3 2021
|
Charles Schwab Trust CO
|
BUY
|
- |
12.3K+ 216.06% |
$945K - $1.01M
|
18K
$1.39M
|
|
Nov 12, 2021
Q3 2021
|
Sun Life Financial Inc
Toronto, A6 |
BUY
|
- |
12.3K+ 47.37% |
$942K - $1.01M
|
38.1K
$2.95M
|
|
Nov 12, 2021
Q3 2021
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
12K+ 105.21% |
$926K - $989K
|
23.5K
$1.82M
|
|
Nov 12, 2021
Q3 2021
|
Pittenger & Anderson Inc
|
BUY
|
- |
11.8K+ 7.38% |
$907K - $969K
|
172K
$13.3M
|
|
Oct 21, 2021
Q3 2021
|
Great Diamond Partners, LLC
|
BUY
|
- |
11.6K+ 45.2% |
$893K - $954K
|
37.3K
$2.89M
|
|
Nov 08, 2021
Q3 2021
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
11.5K+ 21.27% |
$885K - $945K
|
65.6K
$5.08M
|
|
Oct 14, 2021
Q3 2021
|
Canton Hathaway, LLC
|
BUY
|
- |
11.5K+ 9.72% |
$884K - $944K
|
130K
$10.1M
|
|
Nov 15, 2021
Q3 2021
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
11.3K+ 1994.87% |
$867K - $926K
|
11.8K
$917K
|
|
Oct 07, 2021
Q3 2021
|
Rvw Wealth, LLC
|
BUY
|
- |
11.1K+ 2.3% |
$853K - $911K
|
492K
$38.2M
|
|
Oct 19, 2021
Q3 2021
|
Jordan Park Group LLC
|
BUY
|
- |
11.1K+ 38.68% |
$851K - $909K
|
39.7K
$3.08M
|
|
Aug 25, 2023
Q3 2021
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
11.1K+ 23.97% |
$850K - $908K
|
57.2K
$4.43M
|
|
Nov 15, 2021
Q3 2021
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
11.1K+ 8.91% |
$850K - $908K
|
135K
$10.5M
|
|
Oct 13, 2021
Q3 2021
|
Parkside Advisors LLC
|
BUY
|
- |
10.9K+ 2.78% |
$838K - $895K
|
403K
$31.2M
|
|
Oct 29, 2021
Q3 2021
|
Busey Wealth Management
|
BUY
|
- |
10.9K+ 52.41% |
$836K - $893K
|
31.6K
$2.45M
|
|
Nov 15, 2021
Q3 2021
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
10.9KNew |
$834K - $891K
|
10.9K
$841K
|
|
Oct 25, 2021
Q3 2021
|
Destination Wealth Management
|
BUY
|
- |
10.8K+ 2.74% |
$828K - $884K
|
404K
$31.3M
|
|
Nov 16, 2021
Q3 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
10.6K+ 4.79% |
$813K - $868K
|
231K
$17.9M
|
|
Nov 10, 2021
Q3 2021
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
10.5K+ 4.6% |
$807K - $862K
|
238K
$18.5M
|
|
Nov 09, 2021
Q3 2021
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
10.5K+ 2.17% |
$806K - $861K
|
494K
$38.3M
|
|
Oct 26, 2021
Q3 2021
|
Ifg Advisors, LLC
|
BUY
|
- |
9.94K+ 3.61% |
$764K - $816K
|
285K
$22.1M
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
9.8K+ 5.46% |
$754K - $805K
|
189K
$14.7M
|
|
Oct 20, 2021
Q3 2021
|
Rmb Capital Management, LLC
|
BUY
|
- |
9.72K+ 61.24% |
$747K - $798K
|
25.6K
$1.98M
|
|
Nov 16, 2021
Q3 2021
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
9.59K+ 205.75% |
$738K - $788K
|
14.3K
$1.1M
|
|
Nov 15, 2021
Q3 2021
|
Aristotle Capital Management, LLC
Los Angeles, CA |
BUY
|
- |
9.51K+ 2.87% |
$731K - $781K
|
341K
$26.4M
|
|
Oct 25, 2021
Q3 2021
|
Cubic Asset Management, LLC
|
BUY
|
- |
9.27K+ 29.57% |
$713K - $761K
|
40.6K
$3.15M
|
|
Nov 05, 2021
Q3 2021
|
1 St Source Bank
|
BUY
|
- |
9.21K+ 2.79% |
$708K - $756K
|
339K
$26.3M
|
|
Oct 15, 2021
Q3 2021
|
First Citizens Bank & Trust CO
|
BUY
|
- |
9.16K+ 33.41% |
$704K - $752K
|
36.6K
$2.83M
|
|
Oct 14, 2021
Q3 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
8.99K+ 8.39% |
$691K - $738K
|
116K
$9M
|
|
Nov 16, 2021
Q3 2021
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
8.97KNew |
$690K - $737K
|
8.97K
$695K
|
|
Oct 26, 2021
Q3 2021
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
8.82K+ 2.86% |
$678K - $724K
|
317K
$24.6M
|
|
Oct 27, 2021
Q3 2021
|
Hills Bank & Trust CO
|
BUY
|
- |
8.76K+ 3.6% |
$673K - $719K
|
252K
$19.6M
|
|
Nov 15, 2021
Q3 2021
|
Meristem Family Wealth, LLC
Minnetonka, MN |
BUY
|
- |
8.7K+ 13.59% |
$669K - $715K
|
72.7K
$5.64M
|
|
Nov 10, 2021
Q3 2021
|
Arcadia Investment Management Corp
|
BUY
|
- |
8.64K+ 71.57% |
$665K - $710K
|
20.7K
$1.61M
|
|
Nov 15, 2021
Q3 2021
|
Man Group PLC
London, X0 |
BUY
|
- |
8.62KNew |
$663K - $708K
|
8.62K
$668K
|