Purchases and Sales Made in Q1 2022 in Ishares Tr (IEFA)
This table provides information about the institutional ownership of Ishares Tr (IEFA) during Q1 2022. The information is specifically focused on institutions that hold shares of ISHARES TR.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Apr 19, 2022
Q1 2022
|
Aprio Wealth Management, LLC
|
BUY
|
- |
1.11K+ 0.82% |
$70K - $83.6K
|
136K
$9.9M
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.1K+ 16.65% |
$69.6K - $83K
|
7.71K
$559K
|
|
May 05, 2022
Q1 2022
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
1.1K+ 1.9% |
$69.5K - $83K
|
59K
$4.28M
|
|
Apr 22, 2022
Q1 2022
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
1.08K+ 3.77% |
$68.1K - $81.2K
|
29.6K
$2.15M
|
|
May 10, 2022
Q1 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1.07K+ 13.61% |
$67.4K - $80.5K
|
8.9K
$645K
|
|
May 06, 2022
Q1 2022
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
1.07K+ 2.03% |
$67.4K - $80.4K
|
53.5K
$3.88M
|
|
May 02, 2022
Q1 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
1.06K+ 11.2% |
$66.9K - $79.8K
|
10.5K
$761K
|
|
May 05, 2022
Q1 2022
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
1.04K+ 1.35% |
$65.7K - $78.3K
|
77.8K
$5.64M
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.03K+ 0.48% |
$65.2K - $77.8K
|
215K
$15.6M
|
|
Apr 27, 2022
Q1 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.03K+ 9.04% |
$65K - $77.6K
|
12.4K
$900K
|
|
May 16, 2022
Q1 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
1.01K+ 10.86% |
$63.6K - $75.9K
|
10.3K
$744K
|
|
May 16, 2022
Q1 2022
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
986+ 17.94% |
$62.4K - $74.4K
|
6.48K
$470K
|
|
May 02, 2022
Q1 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
985+ 18.34% |
$62.3K - $74.3K
|
6.36K
$461K
|
|
May 05, 2022
Q1 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
982+ 4.63% |
$62.1K - $74.1K
|
22.2K
$1.61M
|
|
May 05, 2022
Q1 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
976+ 18.03% |
$61.7K - $73.7K
|
6.39K
$463K
|
|
May 13, 2022
Q1 2022
|
Rptc Inc.
Jackson, WY |
BUY
|
- |
956+ 0.12% |
$60.5K - $72.2K
|
828K
$60M
|
|
May 09, 2022
Q1 2022
|
Mc Cutchen Group LLC
|
BUY
|
- |
954+ 0.39% |
$60.4K - $72K
|
243K
$17.6M
|
|
May 04, 2022
Q1 2022
|
One Advisory Partners, LLC
|
BUY
|
- |
950+ 7.57% |
$60.1K - $71.7K
|
13.5K
$980K
|
|
May 02, 2022
Q1 2022
|
Spinnaker Trust
|
BUY
|
- |
944+ 1.64% |
$59.7K - $71.3K
|
58.3K
$4.23M
|
|
May 13, 2022
Q1 2022
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
938+ 21.13% |
$59.3K - $70.8K
|
5.38K
$390K
|
|
Sep 21, 2023
Q1 2022
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
935+ 0.61% |
$59.1K - $70.6K
|
153K
$11.1M
|
|
Jul 22, 2022
Q1 2022
|
Ltg Capital LLC
|
BUY
|
- |
932+ 3.48% |
$59K - $70.3K
|
27.7K
$2.01M
|
|
May 12, 2022
Q1 2022
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
921+ 2.14% |
$58.3K - $69.5K
|
44.1K
$3.2M
|
|
Apr 14, 2022
Q1 2022
|
Independence Bank Of Kentucky
|
BUY
|
- |
905+ 7.23% |
$57.3K - $68.3K
|
13.4K
$974K
|
|
Nov 13, 2023
Q1 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
902+ 444.33% |
$57.1K - $68.1K
|
1.11K
$80.2K
|
|
May 02, 2022
Q1 2022
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
898+ 6.72% |
$56.8K - $67.8K
|
14.3K
$1.03M
|
|
May 12, 2022
Q1 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
889+ 0.79% |
$56.2K - $67.1K
|
113K
$8.18M
|
|
Apr 13, 2022
Q1 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
886+ 25.31% |
$56K - $66.9K
|
4.39K
$318K
|
|
May 16, 2022
Q1 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
869+ 5.12% |
$55K - $65.6K
|
17.8K
$1.29M
|
|
May 11, 2022
Q1 2022
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
858+ 10.69% |
$54.3K - $64.8K
|
8.88K
$644K
|
|
May 04, 2022
Q1 2022
|
Rollins Financial
|
BUY
|
- |
853+ 21.66% |
$54K - $64.4K
|
4.79K
$348K
|
|
May 16, 2022
Q1 2022
|
First Manhattan CO
New York, NY |
BUY
|
- |
844+ 92.24% |
$53.4K - $63.7K
|
1.76K
$128K
|
|
Apr 20, 2022
Q1 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
825+ 1.93% |
$52.2K - $62.3K
|
43.5K
$3.15M
|
|
May 05, 2022
Q1 2022
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
815+ 9.77% |
$51.6K - $61.5K
|
9.16K
$664K
|
|
May 09, 2022
Q1 2022
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
813+ 9.28% |
$51.4K - $61.4K
|
9.57K
$694K
|
|
Apr 11, 2022
Q1 2022
|
Legacy Private Trust Co.
|
BUY
|
- |
805+ 11.95% |
$50.9K - $60.8K
|
7.54K
$547K
|
|
Jul 28, 2022
Q1 2022
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
796+ 22.37% |
$50.4K - $60.1K
|
4.35K
$316K
|
|
Sep 11, 2024
Q1 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
796+ 0.47% |
$50.4K - $60.1K
|
169K
$12.2M
|
|
Apr 18, 2022
Q1 2022
|
Peterson Wealth Services
|
BUY
|
- |
788+ 10.48% |
$49.8K - $59.5K
|
8.31K
$602K
|
|
May 13, 2022
Q1 2022
|
Cypress Capital Management LLC
Greenville, DE |
BUY
|
- |
787+ 2.02% |
$49.8K - $59.4K
|
39.8K
$2.89M
|
|
May 03, 2022
Q1 2022
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
783+ 23.86% |
$49.5K - $59.1K
|
4.07K
$295K
|
|
May 12, 2022
Q1 2022
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
775+ 26.11% |
$49K - $58.5K
|
3.74K
$272K
|
|
May 03, 2022
Q1 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
770+ 16.39% |
$48.7K - $58.1K
|
5.47K
$397K
|
|
Apr 18, 2022
Q1 2022
|
Everhart Financial Group, Inc.
|
BUY
|
- |
759+ 4.19% |
$48K - $57.3K
|
18.9K
$1.37M
|
|
May 12, 2022
Q1 2022
|
Quent Capital, LLC
|
BUY
|
- |
755+ 7.49% |
$47.8K - $57K
|
10.8K
$786K
|
|
May 11, 2022
Q1 2022
|
Nvwm, LLC
|
BUY
|
- |
728+ 62.12% |
$46.1K - $54.9K
|
1.9K
$138K
|
|
May 12, 2022
Q1 2022
|
Renasant Bank
|
BUY
|
- |
721+ 4.81% |
$45.6K - $54.4K
|
15.7K
$1.14M
|
|
May 27, 2022
Q1 2022
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
707+ 47.61% |
$44.7K - $53.4K
|
2.19K
$159K
|
|
May 09, 2022
Q1 2022
|
Banque Cantonale Vaudoise
|
BUY
|
- |
676New |
$42.8K - $51K
|
676
$49K
|
|
May 02, 2022
Q1 2022
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
673+ 8.89% |
$42.6K - $50.8K
|
8.24K
$598K
|