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
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
8.54KNew |
$657K - $701K
|
8.54K
$662K
|
|
|
Nov 03, 2021
Q3 2021
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
8.33K+ 8.38% |
$641K - $684K
|
108K
$8.36M
|
|
|
Oct 21, 2021
Q3 2021
|
Highland Private Wealth Management
|
BUY
|
- |
8.22K+ 21.52% |
$632K - $675K
|
46.4K
$3.6M
|
|
|
Nov 03, 2021
Q3 2021
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
7.97K+ 5.37% |
$613K - $654K
|
156K
$12.1M
|
|
|
Nov 12, 2021
Q3 2021
|
First National Bank Of Omaha
Omaha, NE |
BUY
|
- |
7.81K+ 41.78% |
$601K - $642K
|
26.5K
$2.05M
|
|
|
Nov 10, 2021
Q3 2021
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
7.75KNew |
$596K - $637K
|
7.75K
$601K
|
|
|
Oct 29, 2021
Q3 2021
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
7.73K+ 10.08% |
$595K - $635K
|
84.4K
$6.54M
|
|
|
Nov 12, 2021
Q3 2021
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
7.73K+ 278.99% |
$594K - $635K
|
10.5K
$814K
|
|
|
Oct 27, 2021
Q3 2021
|
Stephens Inc
|
BUY
|
- |
7.64K+ 3.89% |
$588K - $628K
|
204K
$15.8M
|
|
|
Nov 01, 2021
Q3 2021
|
Well Done, LLC
|
BUY
|
- |
7.59K+ 114.4% |
$584K - $624K
|
14.2K
$1.1M
|
|
|
Nov 12, 2021
Q3 2021
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
7.58K+ 4.72% |
$583K - $623K
|
168K
$13M
|
|
|
Oct 26, 2021
Q3 2021
|
Arcus Capital Partners, LLC
|
BUY
|
- |
7.54KNew |
$580K - $619K
|
7.54K
$584K
|
|
|
Nov 05, 2021
Q3 2021
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
7.54KNew |
$580K - $619K
|
7.54K
$584K
|
|
|
Oct 29, 2021
Q3 2021
|
Live Oak Private Wealth LLC
|
BUY
|
- |
7.46K+ 43.52% |
$573K - $612K
|
24.6K
$1.91M
|
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
7.36K+ 34.07% |
$566K - $604K
|
29K
$2.24M
|
|
|
Nov 12, 2021
Q3 2021
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
7.3K+ 1.79% |
$561K - $599K
|
416K
$32.2M
|
|
|
Nov 12, 2021
Q3 2021
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
7.27K+ 17.39% |
$559K - $597K
|
49.1K
$3.81M
|
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
7.22K+ 2.71% |
$555K - $593K
|
274K
$21.2M
|
|
|
Nov 04, 2021
Q3 2021
|
Independent Wealth Network Inc.
|
BUY
|
- |
7.1KNew |
$546K - $583K
|
7.1K
$550K
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Nova Scotia
|
BUY
|
- |
7.1K+ 1.36% |
$546K - $583K
|
531K
$41.2M
|
|
|
Dec 13, 2021
Q3 2021
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
6.87KNew |
$528K - $564K
|
6.87K
$532K
|
|
|
Nov 12, 2021
Q3 2021
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
6.83K+ 50.5% |
$525K - $561K
|
20.3K
$1.58M
|
|
|
Apr 19, 2024
Q3 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
6.63K+ 165.43% |
$510K - $544K
|
10.6K
$824K
|
|
|
Oct 28, 2021
Q3 2021
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
6.58K+ 1.24% |
$506K - $540K
|
536K
$41.6M
|
|
|
Nov 04, 2021
Q3 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
6.58K+ 0.99% |
$506K - $540K
|
671K
$52M
|
|
|
Nov 05, 2021
Q3 2021
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
6.53KNew |
$502K - $537K
|
6.53K
$506K
|
|
|
Nov 12, 2021
Q3 2021
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
6.5KNew |
$500K - $534K
|
6.5K
$504K
|
|
|
Nov 12, 2021
Q3 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
6.46K+ 5.08% |
$497K - $531K
|
134K
$10.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
6.45K+ 2.56% |
$496K - $530K
|
258K
$20M
|
|
|
Nov 15, 2021
Q3 2021
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
6.34K+ 8.53% |
$487K - $520K
|
80.7K
$6.25M
|
|
|
Oct 05, 2021
Q3 2021
|
Fulton Bank, N.A.
|
BUY
|
- |
6.33K+ 12.34% |
$487K - $520K
|
57.6K
$4.47M
|
|
|
Oct 12, 2021
Q3 2021
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
6.16KNew |
$474K - $506K
|
6.16K
$477K
|
|
|
Nov 15, 2021
Q3 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
6.14K+ 60.05% |
$472K - $505K
|
16.4K
$1.27M
|
|
|
Oct 21, 2021
Q3 2021
|
Jag Capital Management, LLC
|
BUY
|
- |
6.11KNew |
$470K - $502K
|
6.11K
$474K
|
|
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
6.07K+ 2.11% |
$467K - $499K
|
294K
$22.8M
|
|
|
Nov 15, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
6.07K+ 1.64% |
$467K - $498K
|
376K
$29.1M
|
|
|
Nov 12, 2021
Q3 2021
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
6.07K+ 1.79% |
$467K - $498K
|
345K
$26.7M
|
|
|
Oct 14, 2021
Q3 2021
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
6.01K+ 9.79% |
$462K - $494K
|
67.4K
$5.23M
|
|
|
Oct 26, 2021
Q3 2021
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
6KNew |
$461K - $493K
|
6K
$465K
|
|
|
Nov 09, 2021
Q3 2021
|
Legato Capital Management LLC
|
BUY
|
- |
5.94K+ 3.7% |
$457K - $488K
|
166K
$12.9M
|
|
|
Nov 12, 2021
Q3 2021
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
5.89K+ 5.25% |
$453K - $484K
|
118K
$9.15M
|
|
|
Nov 03, 2021
Q3 2021
|
Camden Capital, LLC
|
BUY
|
- |
5.87K+ 107.36% |
$451K - $482K
|
11.3K
$878K
|
|
|
Nov 09, 2021
Q3 2021
|
Graypoint LLC
|
BUY
|
- |
5.77K+ 26.33% |
$443K - $473K
|
27.7K
$2.14M
|
|
|
Oct 29, 2021
Q3 2021
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
5.76K+ 17.66% |
$443K - $473K
|
38.4K
$2.97M
|
|
|
Oct 21, 2021
Q3 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
5.75K+ 14.8% |
$442K - $472K
|
44.6K
$3.45M
|
|
|
Oct 18, 2021
Q3 2021
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
5.57K+ 37.47% |
$428K - $457K
|
20.4K
$1.58M
|
|
|
Nov 04, 2021
Q3 2021
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
5.5K+ 13.47% |
$423K - $452K
|
46.3K
$3.59M
|
|
|
Nov 08, 2021
Q3 2021
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
5.3K+ 44.58% |
$408K - $435K
|
17.2K
$1.33M
|
|
|
Nov 12, 2021
Q3 2021
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
5.16K+ 2.44% |
$397K - $424K
|
217K
$16.8M
|
|
|
Nov 12, 2021
Q3 2021
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
5.11K+ 2.18% |
$393K - $420K
|
240K
$18.6M
|