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 05, 2021
Q3 2021
|
Woodstock Corp
|
BUY
|
- |
3K+ 5.06% |
$230K - $246K
|
62.2K
$4.82M
|
|
Oct 08, 2021
Q3 2021
|
Prosperity Planning, Inc.
|
BUY
|
- |
2.99K+ 2.22% |
$230K - $246K
|
138K
$10.7M
|
|
Oct 26, 2021
Q3 2021
|
Us Financial Advisors, LLC
Braintree, MA |
BUY
|
- |
2.98K+ 1.49% |
$229K - $245K
|
203K
$15.7M
|
|
Nov 15, 2021
Q3 2021
|
Claybrook Capital, LLC
|
BUY
|
- |
2.98KNew |
$229K - $245K
|
2.98K
$231K
|
|
Nov 03, 2021
Q3 2021
|
One Day In July LLC
|
BUY
|
- |
2.97KNew |
$228K - $244K
|
2.97K
$230K
|
|
Nov 15, 2021
Q3 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
2.94K+ 32.74% |
$226K - $241K
|
11.9K
$923K
|
|
Oct 29, 2021
Q3 2021
|
Verger Capital Management LLC
|
BUY
|
- |
2.9K+ 1.24% |
$223K - $238K
|
236K
$18.3M
|
|
Nov 12, 2021
Q3 2021
|
Gainplan LLC
Bloomfield Hills, MI |
BUY
|
- |
2.8KNew |
$216K - $230K
|
2.8K
$217K
|
|
Oct 07, 2021
Q3 2021
|
Lake Street Financial LLC
|
BUY
|
- |
2.79KNew |
$214K - $229K
|
2.79K
$216K
|
|
Nov 12, 2021
Q3 2021
|
Keeley Teton Advisors, LLC
Chicago, IL |
BUY
|
- |
2.79K+ 11.24% |
$214K - $229K
|
27.6K
$2.14M
|
|
Oct 13, 2021
Q3 2021
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
2.75K+ 24.14% |
$211K - $225K
|
14.1K
$1.09M
|
|
Nov 15, 2021
Q3 2021
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
2.75K+ 25.76% |
$211K - $225K
|
13.4K
$1.04M
|
|
Oct 12, 2021
Q3 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
2.73K+ 3.82% |
$210K - $224K
|
74.1K
$5.74M
|
|
Nov 09, 2021
Q3 2021
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
2.68KNew |
$206K - $220K
|
2.68K
$208K
|
|
Nov 15, 2021
Q3 2021
|
Oldfather Financial Services, LLC
|
BUY
|
- |
2.67K+ 4.31% |
$206K - $220K
|
64.7K
$5.01M
|
|
Nov 15, 2021
Q3 2021
|
Alamar Capital Management, LLC
|
BUY
|
- |
2.67K+ 11.17% |
$205K - $219K
|
26.5K
$2.06M
|
|
Oct 14, 2021
Q3 2021
|
Davenport & CO LLC
|
BUY
|
- |
2.66K+ 6.51% |
$205K - $219K
|
43.5K
$3.37M
|
|
Nov 12, 2021
Q3 2021
|
Biltmore Family Office, LLC
|
BUY
|
- |
2.66K+ 20.62% |
$204K - $218K
|
15.5K
$1.2M
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.65K+ 19.44% |
$204K - $218K
|
16.3K
$1.26M
|
|
Nov 15, 2021
Q3 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
2.65KNew |
$204K - $217K
|
2.65K
$205K
|
|
Nov 08, 2021
Q3 2021
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
2.56K+ 9.03% |
$197K - $210K
|
30.9K
$2.4M
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.54K+ 1.16% |
$195K - $209K
|
222K
$17.2M
|
|
Oct 12, 2021
Q3 2021
|
Ewg Elevate Inc.
|
BUY
|
- |
2.54K+ 14.69% |
$195K - $208K
|
19.8K
$1.54M
|
|
Nov 10, 2021
Q3 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
2.5K+ 2.22% |
$192K - $205K
|
115K
$8.91M
|
|
Oct 25, 2021
Q3 2021
|
Krilogy Financial LLC
|
BUY
|
- |
2.48K+ 11.98% |
$191K - $204K
|
23.2K
$1.8M
|
|
Oct 26, 2021
Q3 2021
|
Simmons Bank
|
BUY
|
- |
2.48K+ 1.47% |
$190K - $203K
|
171K
$13.3M
|
|
Nov 05, 2021
Q3 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
2.33K+ 26.05% |
$179K - $191K
|
11.3K
$873K
|
|
Sep 07, 2023
Q3 2021
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
2.29K+ 11.95% |
$176K - $188K
|
21.5K
$1.66M
|
|
Oct 20, 2021
Q3 2021
|
Venture Visionary Partners LLC
|
BUY
|
- |
2.24K+ 1.84% |
$172K - $184K
|
124K
$9.59M
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.23K+ 0.81% |
$171K - $183K
|
278K
$21.5M
|
|
Oct 07, 2021
Q3 2021
|
Pure Financial Advisors, LLC
|
BUY
|
- |
2.23K+ 27.74% |
$171K - $183K
|
10.3K
$794K
|
|
Nov 03, 2021
Q3 2021
|
Axiom Financial Strategies, LLC
New Albany, IN |
BUY
|
- |
2.21K+ 26.16% |
$170K - $181K
|
10.6K
$825K
|
|
Aug 13, 2024
Q3 2021
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
2.19K+ 6.36% |
$169K - $180K
|
36.6K
$2.84M
|
|
Nov 16, 2021
Q3 2021
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
2.12KNew |
$163K - $174K
|
2.12K
$164K
|
|
Oct 06, 2021
Q3 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
2.11KNew |
$162K - $173K
|
2.11K
$163K
|
|
Nov 10, 2021
Q3 2021
|
Cx Institutional
|
BUY
|
- |
2.07K+ 2.47% |
$159K - $170K
|
85.9K
$6.66M
|
|
Nov 02, 2021
Q3 2021
|
In Track Investment Management Inc
|
BUY
|
- |
2.06K+ 9.56% |
$159K - $170K
|
23.6K
$1.83M
|
|
Nov 02, 2021
Q3 2021
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
2.05K+ 1.73% |
$158K - $169K
|
121K
$9.37M
|
|
Nov 10, 2021
Q3 2021
|
Ntv Asset Management LLC
|
BUY
|
- |
2.04K+ 8.38% |
$157K - $168K
|
26.4K
$2.05M
|
|
Nov 12, 2021
Q3 2021
|
Goldstein Munger & Associates
San Ramon, CA |
BUY
|
- |
2.03K+ 0.46% |
$156K - $166K
|
442K
$34.2M
|
|
Nov 04, 2021
Q3 2021
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
2.01K+ 40.48% |
$154K - $165K
|
6.97K
$540K
|
|
Nov 09, 2021
Q3 2021
|
Parsons Capital Management Inc
|
BUY
|
- |
2K+ 24.67% |
$154K - $164K
|
10.1K
$784K
|
|
Oct 19, 2021
Q3 2021
|
Ellevest, Inc.
|
BUY
|
- |
1.97K+ 51.55% |
$151K - $162K
|
5.79K
$448K
|
|
Nov 15, 2021
Q3 2021
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
1.92K+ 0.89% |
$148K - $158K
|
217K
$16.9M
|
|
Nov 16, 2021
Q3 2021
|
E Rn Financial, LLC
|
BUY
|
- |
1.92K+ 1.97% |
$148K - $158K
|
99.1K
$7.68M
|
|
Nov 08, 2021
Q3 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1.91K+ 12.12% |
$147K - $157K
|
17.6K
$1.37M
|
|
Nov 15, 2021
Q3 2021
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
1.89K+ 0.71% |
$145K - $155K
|
269K
$20.8M
|
|
Oct 28, 2021
Q3 2021
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
1.89K+ 3.22% |
$145K - $155K
|
60.5K
$4.69M
|
|
Nov 10, 2021
Q3 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
BUY
|
- |
1.88K+ 2.2% |
$144K - $154K
|
87.1K
$6.75M
|
|
Nov 12, 2021
Q3 2021
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
1.82K+ 6.79% |
$140K - $149K
|
28.6K
$2.22M
|