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 08, 2021
Q3 2021
|
Freedman Financial Associates, Inc.
Peabody, MA |
BUY
|
- |
986+ 27.65% |
$75.8K - $81K
|
4.55K
$353K
|
|
|
Nov 12, 2021
Q3 2021
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
977+ 4.99% |
$75.1K - $80.2K
|
20.5K
$1.59M
|
|
|
Oct 28, 2021
Q3 2021
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
962+ 82.65% |
$74K - $79K
|
2.13K
$165K
|
|
|
Nov 15, 2021
Q3 2021
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
962+ 326.1% |
$74K - $79K
|
1.26K
$97.4K
|
|
|
Nov 04, 2021
Q3 2021
|
Abbrea Capital, LLC
|
BUY
|
- |
946+ 3.05% |
$72.7K - $77.7K
|
31.9K
$2.48M
|
|
|
Nov 02, 2021
Q3 2021
|
Dumont & Blake Investment Advisors LLC
|
BUY
|
- |
930+ 2.12% |
$71.5K - $76.4K
|
44.7K
$3.47M
|
|
|
Nov 12, 2021
Q3 2021
|
Prospera Financial Services Inc
|
BUY
|
- |
922+ 2.11% |
$70.9K - $75.7K
|
44.7K
$3.46M
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
911+ 1.13% |
$70.1K - $74.8K
|
81.7K
$6.33M
|
|
|
Nov 09, 2021
Q3 2021
|
Private Ocean, LLC
|
BUY
|
- |
902+ 3.04% |
$69.4K - $74.1K
|
30.6K
$2.37M
|
|
|
Oct 19, 2021
Q3 2021
|
Acas, LLC
|
BUY
|
- |
879+ 3.39% |
$67.6K - $72.2K
|
26.8K
$2.07M
|
|
|
Nov 09, 2021
Q3 2021
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
879+ 0.26% |
$67.6K - $72.2K
|
343K
$26.6M
|
|
|
Oct 14, 2021
Q3 2021
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
875+ 11.17% |
$67.3K - $71.9K
|
8.71K
$675K
|
|
|
Oct 07, 2021
Q3 2021
|
Garrett Investment Advisors LLC
|
BUY
|
- |
862+ 30.94% |
$66.3K - $70.8K
|
3.65K
$283K
|
|
|
Oct 29, 2021
Q3 2021
|
Round Table Services, LLC
|
BUY
|
- |
850+ 5.48% |
$65.4K - $69.8K
|
16.4K
$1.27M
|
|
|
Nov 12, 2021
Q3 2021
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
BUY
|
- |
845+ 2.13% |
$65K - $69.4K
|
40.4K
$3.13M
|
|
|
Oct 13, 2021
Q3 2021
|
Investment Partners, Ltd.
|
BUY
|
- |
845+ 1.73% |
$65K - $69.4K
|
49.8K
$3.86M
|
|
|
Nov 08, 2021
Q3 2021
|
New Square Capital LLC
|
BUY
|
- |
835+ 1.62% |
$64.2K - $68.6K
|
52.4K
$4.06M
|
|
|
Nov 15, 2021
Q3 2021
|
Hillman Capital Management, Inc.
Bethesda, MD |
BUY
|
- |
834+ 5.24% |
$64.1K - $68.5K
|
16.7K
$1.3M
|
|
|
Oct 26, 2021
Q3 2021
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
830+ 8.84% |
$63.8K - $68.2K
|
10.2K
$792K
|
|
|
Nov 15, 2021
Q3 2021
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
830+ 1.33% |
$63.8K - $68.2K
|
63.1K
$4.89M
|
|
|
Nov 15, 2021
Q3 2021
|
Bank Of Marin
Novato, CA |
BUY
|
- |
819+ 2.87% |
$63K - $67.3K
|
29.4K
$2.28M
|
|
|
Nov 15, 2021
Q3 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
818+ 2.43% |
$62.9K - $67.2K
|
34.5K
$2.68M
|
|
|
Nov 03, 2021
Q3 2021
|
West Coast Financial LLC
|
BUY
|
- |
812+ 7.99% |
$62.4K - $66.7K
|
11K
$850K
|
|
|
Nov 15, 2021
Q3 2021
|
Connors Investor Services Inc
Wyomissing, PA |
BUY
|
- |
802+ 1.21% |
$61.7K - $65.9K
|
67.1K
$5.2M
|
|
|
Nov 04, 2021
Q3 2021
|
Esl Trust Services, LLC
|
BUY
|
- |
800+ 7.57% |
$61.5K - $65.7K
|
11.4K
$881K
|
|
|
Nov 02, 2021
Q3 2021
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
796New |
$61.2K - $65.4K
|
796
$61.7K
|
|
|
Nov 15, 2021
Q3 2021
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
789+ 2.99% |
$60.7K - $64.8K
|
27.2K
$2.11M
|
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
785+ 0.59% |
$60.4K - $64.5K
|
135K
$10.5M
|
|
|
Oct 22, 2021
Q3 2021
|
Patten & Patten Inc
|
BUY
|
- |
785+ 14.68% |
$60.4K - $64.5K
|
6.13K
$475K
|
|
|
Oct 26, 2021
Q3 2021
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
784+ 1.14% |
$60.3K - $64.4K
|
69.8K
$5.41M
|
|
|
Oct 20, 2021
Q3 2021
|
Stone X Group Inc.
|
BUY
|
- |
782+ 7.19% |
$60.1K - $64.2K
|
11.7K
$903K
|
|
|
Oct 19, 2021
Q3 2021
|
Pinnacle Associates LTD
|
BUY
|
- |
775+ 1.43% |
$59.6K - $63.7K
|
54.9K
$4.26M
|
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
771+ 0.41% |
$59.3K - $63.3K
|
189K
$14.7M
|
|
|
Oct 28, 2021
Q3 2021
|
Orin Green Financial, LLC
|
BUY
|
- |
770+ 0.73% |
$59.2K - $63.2K
|
106K
$8.21M
|
|
|
Oct 26, 2021
Q3 2021
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
765+ 0.65% |
$58.8K - $62.8K
|
119K
$9.2M
|
|
|
Oct 26, 2021
Q3 2021
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
750+ 2.55% |
$57.7K - $61.6K
|
30.2K
$2.34M
|
|
|
Nov 12, 2021
Q3 2021
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
746+ 1.85% |
$57.4K - $61.3K
|
41K
$3.17M
|
|
|
Oct 07, 2021
Q3 2021
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
743+ 0.93% |
$57.1K - $61K
|
80.8K
$6.26M
|
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
734+ 1.98% |
$56.4K - $60.3K
|
37.9K
$2.94M
|
|
|
Oct 06, 2021
Q3 2021
|
Curbstone Financial Management Corp
|
BUY
|
- |
731+ 1.78% |
$56.2K - $60K
|
41.8K
$3.24M
|
|
|
Nov 12, 2021
Q3 2021
|
Quest Investment Management LLC
Lake Oswego, OR |
BUY
|
- |
724+ 0.38% |
$55.7K - $59.5K
|
190K
$14.7M
|
|
|
Nov 09, 2021
Q3 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
701+ 0.58% |
$53.9K - $57.6K
|
122K
$9.46M
|
|
|
Oct 28, 2021
Q3 2021
|
Grove Bank & Trust
|
BUY
|
- |
695+ 1.02% |
$53.4K - $57.1K
|
68.7K
$5.32M
|
|
|
Nov 02, 2021
Q3 2021
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
694+ 80.32% |
$53.4K - $57K
|
1.56K
$121K
|
|
|
Dec 03, 2021
Q3 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
675+ 2.94% |
$51.9K - $55.4K
|
23.7K
$1.83M
|
|
|
Feb 22, 2022
Q3 2021
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
670+ 2.25% |
$51.5K - $55K
|
30.4K
$2.36M
|
|
|
Nov 12, 2021
Q3 2021
|
Brown Advisory Securities, LLC
|
BUY
|
- |
653+ 18.65% |
$50.2K - $53.6K
|
4.16K
$322K
|
|
|
Dec 19, 2023
Q3 2021
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
648+ 36.92% |
$49.8K - $53.2K
|
2.4K
$186K
|
|
|
Oct 21, 2021
Q3 2021
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
641+ 0.96% |
$49.3K - $52.6K
|
67.1K
$5.2M
|
|
|
Nov 15, 2021
Q3 2021
|
Covington Capital Management
|
BUY
|
- |
638+ 0.56% |
$49.1K - $52.4K
|
115K
$8.93M
|