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 16, 2022
Q1 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
19+ 0.12% |
$1.2K - $1.43K
|
16.5K
$1.2M
|
|
|
May 06, 2022
Q1 2022
|
Garrison Point Capital, LLC
Walnut Creek, CA |
BUY
|
- |
15+ 0.15% |
$949 - $1.13K
|
10.1K
$736K
|
|
|
May 10, 2022
Q1 2022
|
Alera Investment Advisors, LLC
|
BUY
|
- |
12+ 0.01% |
$759 - $906
|
139K
$10M
|
|
|
Apr 28, 2022
Q1 2022
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
10+ 0.24% |
$633 - $755
|
4.26K
$309K
|
|
|
Jun 13, 2022
Q1 2022
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
9+ 3.63% |
$569 - $679
|
257
$18.6K
|
|
|
Apr 25, 2022
Q1 2022
|
Tnf LLC
|
BUY
|
- |
8+ 0.17% |
$506 - $604
|
4.73K
$343K
|
|
|
May 06, 2022
Q1 2022
|
Valley National Advisers Inc
|
BUY
|
- |
7+ 4.9% |
$443 - $528
|
150
$10.9K
|
|
|
May 05, 2022
Q1 2022
|
Larson Financial Group LLC
|
BUY
|
- |
7+ 0.08% |
$443 - $528
|
8.35K
$606K
|
|
|
May 02, 2022
Q1 2022
|
Schiavi & CO LLC
Wilmington, DE |
BUY
|
- |
5+ 0.13% |
$316 - $377
|
3.72K
$270K
|
|
|
Apr 12, 2022
Q1 2022
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
5+ 0.14% |
$316 - $377
|
3.51K
$255K
|
|
|
Apr 13, 2022
Q1 2022
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
4+ 0.08% |
$253 - $302
|
4.93K
$357K
|
|
|
Apr 22, 2022
Q1 2022
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.05% |
$190 - $226
|
5.54K
$402K
|
|
|
Apr 13, 2022
Q1 2022
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
2+ 1.08% |
$127 - $151
|
187
$13.6K
|
|
|
Apr 04, 2022
Q1 2022
|
M&R Capital Management Inc
|
BUY
|
- |
1+ 0.08% |
$63.3 - $75.5
|
1.32K
$95.5K
|
|
|
Apr 07, 2022
Q1 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.03% |
$63.3 - $75.5
|
3.12K
$226K
|
|
|
Apr 28, 2022
Q1 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
1+ 0.01% |
$63.3 - $75.5
|
7.99K
$580K
|
|
|
May 16, 2022
Q1 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
1+ 0.05% |
$63.3 - $75.5
|
2.21K
$161K
|
|
|
May 10, 2022
Q1 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
1+ 0.03% |
$63.3 - $75.5
|
2.94K
$213K
|
|
|
May 04, 2022
Q1 2022
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.03% |
$63.3 - $75.5
|
3.53K
$256K
|
|
|
Apr 29, 2022
Q1 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-1- 1.2% |
$63.3 - $75.5
|
82
$5.95K
|
|
|
Apr 29, 2022
Q1 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-3- 0.19% |
$190 - $226
|
1.59K
$116K
|
|
|
Nov 30, 2023
Q1 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-3- 0.36% |
$190 - $226
|
838
$60.8K
|
|
|
Apr 29, 2022
Q1 2022
|
First Bank & Trust
|
SELL
|
- |
-6- 1.52% |
$380 - $453
|
389
$28.2K
|
|
|
May 16, 2022
Q1 2022
|
Adamsbrown Wealth Consultants LLC
|
SELL
|
- |
-7- 0.22% |
$443 - $528
|
3.14K
$227K
|
|
|
Apr 21, 2022
Q1 2022
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-10- 0.29% |
$633 - $755
|
3.46K
$251K
|
|
|
Apr 21, 2022
Q1 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-13- 0.05% |
$822 - $981
|
24.8K
$1.8M
|
|
|
May 02, 2022
Q1 2022
|
Xml Financial, LLC
|
SELL
|
- |
-13- 0.43% |
$822 - $981
|
2.99K
$217K
|
|
|
May 03, 2022
Q1 2022
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-15- 0.5% |
$949 - $1.13K
|
2.96K
$215K
|
|
|
May 13, 2022
Q1 2022
|
Plancorp, LLC
|
SELL
|
- |
-16- 0.02% |
$1.01K - $1.21K
|
90.9K
$6.59M
|
|
|
May 09, 2022
Q1 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-20- 0.45% |
$1.27K - $1.51K
|
4.44K
$322K
|
|
|
Jul 29, 2022
Q1 2022
|
Tpg Financial Advisors, LLC
|
SELL
|
- |
-22- 0.68% |
$1.39K - $1.66K
|
3.22K
$234K
|
|
|
May 05, 2022
Q1 2022
|
Lantz Financial LLC
|
SELL
|
- |
-28- 0.29% |
$1.77K - $2.11K
|
9.62K
$698K
|
|
|
May 05, 2022
Q1 2022
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-28- 9.76% |
$1.77K - $2.11K
|
259
$18.8K
|
|
|
Apr 19, 2022
Q1 2022
|
Retirement Planning Group
|
SELL
|
- |
-36- 0.56% |
$2.28K - $2.72K
|
6.45K
$468K
|
|
|
May 16, 2022
Q1 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-38- 0.11% |
$2.4K - $2.87K
|
34.5K
$2.5M
|
|
|
May 12, 2022
Q1 2022
|
Fure Financial Corp
Bloomington, MN |
SELL
|
- |
-39Closed |
$2.47K - $2.94K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-41Closed |
$2.59K - $3.09K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-42- 0.26% |
$2.66K - $3.17K
|
16.1K
$1.17M
|
|
|
May 09, 2022
Q1 2022
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-49- 0.14% |
$3.1K - $3.7K
|
34.9K
$2.54M
|
|
|
May 12, 2022
Q1 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-51- 0.1% |
$3.23K - $3.85K
|
50.3K
$3.65M
|
|
|
Apr 05, 2022
Q1 2022
|
Appleton Partners Inc
|
SELL
|
- |
-54- 0.82% |
$3.42K - $4.08K
|
6.53K
$473K
|
|
|
May 10, 2022
Q1 2022
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-60- 0.11% |
$3.8K - $4.53K
|
52.6K
$3.82M
|
|
|
Apr 12, 2022
Q1 2022
|
Cooper Financial Group
|
SELL
|
- |
-61- 2.01% |
$3.86K - $4.6K
|
2.98K
$216K
|
|
|
May 16, 2022
Q1 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-62Closed |
$3.92K - $4.68K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Krs Capital Management, LLC
|
SELL
|
- |
-63Closed |
$3.99K - $4.76K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-64- 0.05% |
$4.05K - $4.83K
|
118K
$8.55M
|
|
|
May 16, 2022
Q1 2022
|
Iconiq Capital, LLC
San Francisco, CA |
SELL
|
- |
-69- 0.06% |
$4.36K - $5.21K
|
113K
$8.23M
|
|
|
May 09, 2022
Q1 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-72- 0.76% |
$4.55K - $5.43K
|
9.38K
$681K
|
|
|
May 04, 2022
Q1 2022
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-75- 22.59% |
$4.74K - $5.66K
|
257
$18.6K
|
|
|
May 06, 2022
Q1 2022
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-78- 1.39% |
$4.93K - $5.89K
|
5.52K
$401K
|