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 12, 2021
Q3 2021
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
1.82K+ 6.79% |
$140K - $149K
|
28.6K
$2.22M
|
|
Oct 15, 2021
Q3 2021
|
City Holding CO
|
BUY
|
- |
1.8K+ 2.79% |
$138K - $148K
|
66.3K
$5.14M
|
|
Nov 15, 2021
Q3 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
1.78K+ 2.96% |
$137K - $146K
|
61.7K
$4.79M
|
|
Nov 15, 2021
Q3 2021
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
1.75K+ 45.44% |
$135K - $144K
|
5.61K
$435K
|
|
Oct 18, 2021
Q3 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
1.63K+ 1.0% |
$125K - $134K
|
165K
$12.8M
|
|
Nov 10, 2021
Q3 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.62K+ 6.0% |
$125K - $133K
|
28.6K
$2.22M
|
|
Nov 04, 2021
Q3 2021
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
1.6K+ 9.36% |
$123K - $131K
|
18.7K
$1.45M
|
|
Oct 26, 2021
Q3 2021
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
1.6K+ 2.1% |
$123K - $131K
|
77.7K
$6.03M
|
|
Oct 22, 2021
Q3 2021
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.57K+ 8.07% |
$121K - $129K
|
21.1K
$1.63M
|
|
Nov 10, 2021
Q3 2021
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
1.57K+ 19.2% |
$121K - $129K
|
9.73K
$754K
|
|
Oct 13, 2021
Q3 2021
|
Fny Investment Advisers, LLC
|
BUY
|
- |
1.55K+ 77.5% |
$119K - $127K
|
3.55K
$275K
|
|
Nov 12, 2021
Q3 2021
|
Evoke Wealth, LLC
|
BUY
|
- |
1.55K+ 5.48% |
$119K - $127K
|
29.7K
$2.31M
|
|
Oct 13, 2021
Q3 2021
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
BUY
|
- |
1.54K+ 0.91% |
$119K - $127K
|
170K
$13.2M
|
|
Oct 12, 2021
Q3 2021
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.54K+ 3.41% |
$118K - $126K
|
46.6K
$3.61M
|
|
Oct 21, 2021
Q3 2021
|
Trinity Financial Advisors LLC
|
BUY
|
- |
1.47K+ 3.07% |
$113K - $120K
|
49.3K
$3.82M
|
|
Nov 16, 2021
Q3 2021
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1.46KNew |
$113K - $120K
|
1.46K
$113K
|
|
Nov 15, 2021
Q3 2021
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
1.45K+ 19.61% |
$111K - $119K
|
8.82K
$684K
|
|
Nov 02, 2021
Q3 2021
|
Decatur Capital Management, Inc.
Decatur, GA |
BUY
|
- |
1.44K+ 24.3% |
$110K - $118K
|
7.34K
$569K
|
|
Oct 19, 2021
Q3 2021
|
Central Bank & Trust CO
|
BUY
|
- |
1.42K+ 0.94% |
$109K - $117K
|
153K
$11.9M
|
|
Nov 04, 2021
Q3 2021
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
1.41K+ 0.93% |
$108K - $116K
|
153K
$11.9M
|
|
Nov 05, 2021
Q3 2021
|
Crestone Asset Management LLC
|
BUY
|
- |
1.4K+ 0.55% |
$108K - $115K
|
259K
$20.1M
|
|
Nov 02, 2021
Q3 2021
|
Ironwood Financial, LLC
|
BUY
|
- |
1.4K+ 1.71% |
$108K - $115K
|
83.2K
$6.45M
|
|
Oct 20, 2021
Q3 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1.37K+ 3.62% |
$106K - $113K
|
39.3K
$3.05M
|
|
Oct 25, 2021
Q3 2021
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
1.36K+ 1.66% |
$105K - $112K
|
83.6K
$6.48M
|
|
Nov 01, 2021
Q3 2021
|
Neumann Capital Management, LLC
|
BUY
|
- |
1.36K+ 0.78% |
$104K - $111K
|
175K
$13.5M
|
|
Oct 27, 2021
Q3 2021
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
1.35K+ 109.93% |
$104K - $111K
|
2.58K
$200K
|
|
Oct 07, 2021
Q3 2021
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
1.35K+ 542.17% |
$104K - $111K
|
1.6K
$124K
|
|
Nov 10, 2021
Q3 2021
|
Parsec Financial Management, Inc.
|
BUY
|
- |
1.32K+ 6.61% |
$101K - $108K
|
21.2K
$1.64M
|
|
Nov 02, 2021
Q3 2021
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
1.31K+ 5.03% |
$101K - $108K
|
27.4K
$2.13M
|
|
Nov 12, 2021
Q3 2021
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
1.3K+ 2.69% |
$100K - $107K
|
49.8K
$3.86M
|
|
Oct 12, 2021
Q3 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1.3K+ 162.63% |
$100K - $107K
|
2.1K
$163K
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1.3K+ 2.31% |
$100K - $107K
|
57.7K
$4.47M
|
|
Oct 18, 2021
Q3 2021
|
Asset Dedication, LLC
|
BUY
|
- |
1.29K+ 30.1% |
$99.4K - $106K
|
5.59K
$433K
|
|
Nov 12, 2021
Q3 2021
|
Wms Partners, LLC
|
BUY
|
- |
1.28K+ 42.07% |
$98.7K - $105K
|
4.33K
$336K
|
|
Nov 12, 2021
Q3 2021
|
Hexagon Capital Partners LLC
|
BUY
|
- |
1.2K+ 61.66% |
$92.3K - $98.6K
|
3.15K
$244K
|
|
Oct 20, 2021
Q3 2021
|
Wealth Bridge Investment Counsel Inc.
|
BUY
|
- |
1.2K+ 0.69% |
$92.3K - $98.6K
|
175K
$13.6M
|
|
Nov 05, 2021
Q3 2021
|
Sandy Spring Bank
|
BUY
|
- |
1.19K+ 2.03% |
$91.2K - $97.4K
|
59.5K
$4.61M
|
|
Nov 02, 2021
Q3 2021
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
1.18K+ 392.0% |
$90.4K - $96.6K
|
1.48K
$114K
|
|
Nov 09, 2021
Q3 2021
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
1.18K+ 29400.0% |
$90.4K - $96.6K
|
1.18K
$91.5K
|
|
Nov 12, 2021
Q3 2021
|
Tru Independence LLC
|
BUY
|
- |
1.16K+ 9.35% |
$89.1K - $95.1K
|
13.5K
$1.05M
|
|
Nov 01, 2021
Q3 2021
|
Wall Capital Group, Inc.
|
BUY
|
- |
1.13K+ 0.47% |
$86.5K - $92.4K
|
242K
$18.7M
|
|
Nov 18, 2021
Q3 2021
|
Wealthsource Partners, LLC
|
BUY
|
- |
1.11K+ 13.33% |
$85.6K - $91.4K
|
9.46K
$733K
|
|
Oct 18, 2021
Q3 2021
|
Nbt Bank N A
|
BUY
|
- |
1.09K+ 1.64% |
$83.9K - $89.6K
|
67.4K
$5.23M
|
|
Nov 02, 2021
Q3 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.09K+ 9.14% |
$83.4K - $89.1K
|
13K
$1M
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.07K+ 0.94% |
$82.6K - $88.2K
|
115K
$8.92M
|
|
Nov 12, 2021
Q3 2021
|
North Rock Partners, LLC
|
BUY
|
- |
1.04K+ 13.96% |
$79.9K - $85.3K
|
8.48K
$657K
|
|
Nov 12, 2021
Q3 2021
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
1.03K+ 15.85% |
$79.3K - $84.7K
|
7.54K
$584K
|
|
Nov 12, 2021
Q3 2021
|
Keystone Financial Group
|
BUY
|
- |
1K+ 38.49% |
$76.9K - $82.1K
|
3.6K
$279K
|
|
Nov 01, 2021
Q3 2021
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
999+ 9.01% |
$76.8K - $82K
|
12.1K
$937K
|
|
Nov 15, 2021
Q3 2021
|
Kore Private Wealth LLC
New York, NY |
BUY
|
- |
998+ 3.38% |
$76.7K - $82K
|
30.5K
$2.36M
|