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 |
|---|---|---|---|---|---|---|---|
|
May 18, 2022
Q1 2022
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
120+ 2.72% |
$7.59K - $9.06K
|
4.54K
$329K
|
|
|
May 16, 2022
Q1 2022
|
Mairs & Power Inc
St Paul, MN |
BUY
|
- |
119+ 2.43% |
$7.53K - $8.98K
|
5.02K
$364K
|
|
|
May 06, 2022
Q1 2022
|
Courage Miller Partners, LLC
|
BUY
|
- |
117+ 0.54% |
$7.4K - $8.83K
|
21.7K
$1.58M
|
|
|
Apr 29, 2022
Q1 2022
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
112+ 6.14% |
$7.09K - $8.45K
|
1.94K
$141K
|
|
|
May 13, 2022
Q1 2022
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
97+ 1.98% |
$6.14K - $7.32K
|
5K
$362K
|
|
|
May 03, 2022
Q1 2022
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
93+ 2.29% |
$5.88K - $7.02K
|
4.16K
$302K
|
|
|
May 10, 2022
Q1 2022
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
90+ 0.12% |
$5.69K - $6.79K
|
75.5K
$5.48M
|
|
|
May 02, 2022
Q1 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
89New |
$5.63K - $6.72K
|
89
$6.46K
|
|
|
Apr 19, 2022
Q1 2022
|
Hilltop Wealth Advisors, LLC
|
BUY
|
- |
85+ 0.91% |
$5.38K - $6.42K
|
9.44K
$685K
|
|
|
May 13, 2022
Q1 2022
|
9258 Wealth Management, LLC
|
BUY
|
- |
82+ 0.94% |
$5.19K - $6.19K
|
8.82K
$639K
|
|
|
Apr 25, 2022
Q1 2022
|
Life Planning Partners, Inc
|
BUY
|
- |
81+ 0.06% |
$5.12K - $6.11K
|
126K
$9.14M
|
|
|
Oct 16, 2023
Q1 2022
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
81+ 1.57% |
$5.12K - $6.11K
|
5.23K
$379K
|
|
|
Apr 14, 2022
Q1 2022
|
Diversified, LLC
|
BUY
|
- |
80+ 1.55% |
$5.06K - $6.04K
|
5.23K
$379K
|
|
|
May 13, 2022
Q1 2022
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
80+ 1.15% |
$5.06K - $6.04K
|
7.06K
$512K
|
|
|
May 06, 2022
Q1 2022
|
Retirement Group, LLC
|
BUY
|
- |
79+ 6.04% |
$5K - $5.96K
|
1.39K
$101K
|
|
|
May 13, 2022
Q1 2022
|
Tag Stone Capital, Inc.
|
BUY
|
- |
77+ 0.15% |
$4.87K - $5.81K
|
52.3K
$3.79M
|
|
|
Apr 18, 2022
Q1 2022
|
West Financial Advisors, LLC
|
BUY
|
- |
75+ 0.48% |
$4.74K - $5.66K
|
15.6K
$1.13M
|
|
|
May 04, 2022
Q1 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
75+ 0.93% |
$4.74K - $5.66K
|
8.14K
$590K
|
|
|
May 11, 2022
Q1 2022
|
Bluestein R H & CO LLC
Birmingham, MI |
BUY
|
- |
73+ 0.11% |
$4.62K - $5.51K
|
65.4K
$4.74M
|
|
|
Aug 05, 2022
Q1 2022
|
Tevis Investment Management
|
BUY
|
- |
71+ 1.63% |
$4.49K - $5.36K
|
4.42K
$321K
|
|
|
May 09, 2022
Q1 2022
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
70New |
$4.43K - $5.28K
|
70
$5.08K
|
|
|
May 11, 2022
Q1 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
65+ 1.98% |
$4.11K - $4.91K
|
3.35K
$243K
|
|
|
May 17, 2022
Q1 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
64+ 0.18% |
$4.05K - $4.83K
|
35.4K
$2.57M
|
|
|
May 11, 2022
Q1 2022
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
60+ 2.05% |
$3.8K - $4.53K
|
2.99K
$217K
|
|
|
May 02, 2022
Q1 2022
|
Courier Capital LLC
|
BUY
|
- |
59+ 0.5% |
$3.73K - $4.45K
|
11.8K
$856K
|
|
|
May 03, 2022
Q1 2022
|
Essex Savings Bank
|
BUY
|
- |
54+ 0.93% |
$3.42K - $4.08K
|
5.89K
$427K
|
|
|
Apr 19, 2022
Q1 2022
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
52New |
$3.29K - $3.92K
|
52
$3.77K
|
|
|
May 25, 2022
Q1 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
51+ 37.5% |
$3.23K - $3.85K
|
187
$13.6K
|
|
|
May 13, 2022
Q1 2022
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
50+ 1.16% |
$3.16K - $3.77K
|
4.35K
$315K
|
|
|
Jan 09, 2024
Q1 2022
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
48+ 1.17% |
$3.04K - $3.62K
|
4.16K
$302K
|
|
|
Apr 26, 2022
Q1 2022
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
41+ 0.65% |
$2.59K - $3.09K
|
6.36K
$461K
|
|
|
Apr 14, 2022
Q1 2022
|
Stolper CO
|
BUY
|
- |
40+ 0.62% |
$2.53K - $3.02K
|
6.5K
$472K
|
|
|
Apr 18, 2022
Q1 2022
|
Keudell
|
BUY
|
- |
40+ 0.59% |
$2.53K - $3.02K
|
6.78K
$491K
|
|
|
Apr 25, 2022
Q1 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
40+ 9.64% |
$2.53K - $3.02K
|
455
$33K
|
|
|
May 11, 2022
Q1 2022
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
40+ 0.18% |
$2.53K - $3.02K
|
22.2K
$1.61M
|
|
|
Apr 19, 2022
Q1 2022
|
South Shore Capital Advisors
|
BUY
|
- |
35+ 0.95% |
$2.21K - $2.64K
|
3.72K
$270K
|
|
|
May 11, 2022
Q1 2022
|
Efficient Advisors, LLC
|
BUY
|
- |
33+ 0.42% |
$2.09K - $2.49K
|
7.91K
$574K
|
|
|
May 16, 2022
Q1 2022
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
33+ 0.08% |
$2.09K - $2.49K
|
39.9K
$2.89M
|
|
|
May 26, 2022
Q1 2022
|
Gradient Investments LLC
|
BUY
|
- |
33+ 13.69% |
$2.09K - $2.49K
|
274
$19.9K
|
|
|
Apr 08, 2022
Q1 2022
|
Optimum Investment Advisors
|
BUY
|
- |
31+ 2.27% |
$1.96K - $2.34K
|
1.4K
$101K
|
|
|
May 03, 2022
Q1 2022
|
Investmark Advisory Group LLC
|
BUY
|
- |
30+ 0.32% |
$1.9K - $2.26K
|
9.35K
$678K
|
|
|
Apr 27, 2022
Q1 2022
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
27+ 3.1% |
$1.71K - $2.04K
|
899
$65.2K
|
|
|
Apr 20, 2022
Q1 2022
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
25+ 1.11% |
$1.58K - $1.89K
|
2.27K
$165K
|
|
|
May 05, 2022
Q1 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
25New |
$1.58K - $1.89K
|
25
$1.81K
|
|
|
May 06, 2022
Q1 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
25+ 0.14% |
$1.58K - $1.89K
|
17.7K
$1.28M
|
|
|
May 16, 2022
Q1 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
23+ 3.58% |
$1.45K - $1.74K
|
665
$48.2K
|
|
|
Apr 14, 2022
Q1 2022
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
21+ 8.43% |
$1.33K - $1.59K
|
270
$19.6K
|
|
|
May 11, 2022
Q1 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
21+ 0.72% |
$1.33K - $1.59K
|
2.94K
$213K
|
|
|
May 16, 2022
Q1 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
20+ 30.77% |
$1.27K - $1.51K
|
85
$6.17K
|
|
|
Apr 08, 2022
Q1 2022
|
Barber Financial Group, Inc.
|
BUY
|
- |
19+ 0.46% |
$1.2K - $1.43K
|
4.19K
$304K
|