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 25, 2022
Q1 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
672+ 71.26% |
$42.5K - $50.7K
|
1.62K
$117K
|
|
|
May 10, 2022
Q1 2022
|
Valmark Advisers, Inc.
|
BUY
|
- |
668+ 2.56% |
$42.3K - $50.4K
|
26.8K
$1.94M
|
|
|
Apr 28, 2022
Q1 2022
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
652+ 0.26% |
$41.2K - $49.2K
|
252K
$18.2M
|
|
|
May 11, 2022
Q1 2022
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
647+ 0.3% |
$40.9K - $48.8K
|
215K
$15.5M
|
|
|
Apr 19, 2022
Q1 2022
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
626+ 16.21% |
$39.6K - $47.3K
|
4.49K
$324K
|
|
|
Apr 13, 2022
Q1 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
603+ 177.88% |
$38.1K - $45.5K
|
942
$68.1K
|
|
|
Apr 12, 2022
Q1 2022
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
591+ 4.18% |
$37.4K - $44.6K
|
14.7K
$1.06M
|
|
|
Apr 15, 2022
Q1 2022
|
Cra Financial Services, LLC
|
BUY
|
- |
590+ 4.4% |
$37.3K - $44.5K
|
14K
$1.01M
|
|
|
May 13, 2022
Q1 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
557+ 37.61% |
$35.2K - $42K
|
2.04K
$147K
|
|
|
May 13, 2022
Q1 2022
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
552+ 9.52% |
$34.9K - $41.7K
|
6.35K
$459K
|
|
|
Apr 11, 2022
Q1 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
529+ 1.9% |
$33.5K - $39.9K
|
28.3K
$2.05M
|
|
|
Apr 19, 2022
Q1 2022
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
529+ 10.05% |
$33.5K - $39.9K
|
5.79K
$419K
|
|
|
Apr 20, 2022
Q1 2022
|
Capital City Trust CO
|
BUY
|
- |
525+ 17.18% |
$33.2K - $39.6K
|
3.58K
$259K
|
|
|
Apr 18, 2022
Q1 2022
|
Tl Private Wealth
|
BUY
|
- |
520+ 3.5% |
$32.9K - $39.2K
|
15.4K
$1.11M
|
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
508+ 14.72% |
$32.1K - $38.3K
|
3.96K
$286K
|
|
|
May 16, 2022
Q1 2022
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
502+ 2.64% |
$31.8K - $37.9K
|
19.5K
$1.41M
|
|
|
May 13, 2022
Q1 2022
|
Parisi Gray Wealth Management
|
BUY
|
- |
501+ 4.65% |
$31.7K - $37.8K
|
11.3K
$815K
|
|
|
May 16, 2022
Q1 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
501+ 0.75% |
$31.7K - $37.8K
|
67.2K
$4.86M
|
|
|
May 06, 2022
Q1 2022
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
499+ 1.77% |
$31.6K - $37.7K
|
28.7K
$2.08M
|
|
|
May 02, 2022
Q1 2022
|
Heritage Investors Management Corp
|
BUY
|
- |
490+ 0.3% |
$31K - $37K
|
166K
$12M
|
|
|
May 03, 2022
Q1 2022
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
484+ 12.83% |
$30.6K - $36.5K
|
4.26K
$308K
|
|
|
May 02, 2022
Q1 2022
|
Mc Namara Financial Services, Inc.
|
BUY
|
- |
482+ 8.21% |
$30.5K - $36.4K
|
6.35K
$459K
|
|
|
Apr 20, 2022
Q1 2022
|
Objective Capital Management, LLC
|
BUY
|
- |
466+ 1.65% |
$29.5K - $35.2K
|
28.6K
$2.07M
|
|
|
May 11, 2022
Q1 2022
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
464+ 0.43% |
$29.4K - $35K
|
109K
$7.86M
|
|
|
Apr 18, 2022
Q1 2022
|
First Citizens Financial Corp
|
BUY
|
- |
455+ 1.92% |
$28.8K - $34.3K
|
24.1K
$1.74M
|
|
|
Apr 11, 2022
Q1 2022
|
Oakworth Capital, Inc.
|
BUY
|
- |
444+ 193.89% |
$28.1K - $33.5K
|
673
$48.7K
|
|
|
May 10, 2022
Q1 2022
|
Capital Advantage, Inc.
|
BUY
|
- |
441+ 0.24% |
$27.9K - $33.3K
|
181K
$13.1M
|
|
|
Apr 29, 2022
Q1 2022
|
Bg Investment Services, Inc.
|
BUY
|
- |
422+ 0.14% |
$26.7K - $31.9K
|
292K
$21.1M
|
|
|
May 12, 2022
Q1 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
420+ 1.34% |
$26.6K - $31.7K
|
31.7K
$2.29M
|
|
|
Apr 26, 2022
Q1 2022
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
413+ 4.7% |
$26.1K - $31.2K
|
9.2K
$665K
|
|
|
Apr 28, 2022
Q1 2022
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
410+ 14.02% |
$25.9K - $30.9K
|
3.34K
$241K
|
|
|
May 12, 2022
Q1 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
410+ 9.58% |
$25.9K - $30.9K
|
4.69K
$339K
|
|
|
Apr 19, 2022
Q1 2022
|
Access Financial Services, Inc.
|
BUY
|
- |
409+ 2.01% |
$25.9K - $30.9K
|
20.8K
$1.5M
|
|
|
Oct 18, 2024
Q1 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
405+ 15.02% |
$25.6K - $30.6K
|
3.1K
$224K
|
|
|
May 10, 2022
Q1 2022
|
University Of Massachusetts Foundation, Inc.
Boston, MA |
BUY
|
- |
397+ 0.14% |
$25.1K - $30K
|
275K
$19.9M
|
|
|
Apr 22, 2022
Q1 2022
|
Investment Partners, Ltd.
|
BUY
|
- |
392+ 0.38% |
$24.8K - $29.6K
|
104K
$7.52M
|
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
391+ 0.77% |
$24.7K - $29.5K
|
50.9K
$3.68M
|
|
|
Apr 27, 2022
Q1 2022
|
Kornitzer Capital Management Inc
|
BUY
|
- |
390+ 8.18% |
$24.7K - $29.4K
|
5.16K
$373K
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
376+ 2.33% |
$23.8K - $28.4K
|
16.5K
$1.19M
|
|
|
Apr 13, 2022
Q1 2022
|
Ellenbecker Investment Group
|
BUY
|
- |
374+ 3.37% |
$23.7K - $28.2K
|
11.5K
$829K
|
|
|
Apr 21, 2022
Q1 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
373+ 1.03% |
$23.6K - $28.2K
|
36.7K
$2.65M
|
|
|
Apr 18, 2022
Q1 2022
|
Madden Advisory Services, Inc.
|
BUY
|
- |
369+ 4.44% |
$23.3K - $27.9K
|
8.68K
$628K
|
|
|
May 13, 2022
Q1 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
369+ 3.13% |
$23.3K - $27.9K
|
12.2K
$880K
|
|
|
Apr 25, 2022
Q1 2022
|
Radnor Capital Management, LLC
|
BUY
|
- |
360+ 8.0% |
$22.8K - $27.2K
|
4.86K
$351K
|
|
|
May 10, 2022
Q1 2022
|
Corbett Road Capital Management, LLC
Mclean, VA |
BUY
|
- |
357+ 6.27% |
$22.6K - $26.9K
|
6.05K
$438K
|
|
|
Apr 19, 2022
Q1 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
350+ 17.09% |
$22.1K - $26.4K
|
2.4K
$173K
|
|
|
May 11, 2022
Q1 2022
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
350+ 3.32% |
$22.1K - $26.4K
|
10.9K
$788K
|
|
|
May 10, 2022
Q1 2022
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
350+ 0.89% |
$22.1K - $26.4K
|
39.7K
$2.87M
|
|
|
May 12, 2022
Q1 2022
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
350+ 0.55% |
$22.1K - $26.4K
|
64.4K
$4.66M
|
|
|
Apr 20, 2022
Q1 2022
|
West Coast Financial LLC
|
BUY
|
- |
342+ 8.69% |
$21.6K - $25.8K
|
4.28K
$309K
|