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
|
Welch & Forbes LLC
|
SELL
|
- |
-80- 0.91% |
$5.06K - $6.04K
|
8.74K
$632K
|
|
|
May 16, 2022
Q1 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-83- 4.13% |
$5.25K - $6.26K
|
1.93K
$139K
|
|
|
May 17, 2022
Q1 2022
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-83- 0.52% |
$5.25K - $6.26K
|
15.8K
$1.14M
|
|
|
Apr 11, 2022
Q1 2022
|
Sound Income Strategies, LLC
|
SELL
|
- |
-88- 27.76% |
$5.57K - $6.64K
|
229
$16.6K
|
|
|
May 09, 2022
Q1 2022
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-90- 0.13% |
$5.69K - $6.79K
|
66.8K
$4.83M
|
|
|
Apr 13, 2022
Q1 2022
|
Investors Research Corp
|
SELL
|
- |
-91- 2.24% |
$5.76K - $6.87K
|
3.97K
$287K
|
|
|
Apr 28, 2022
Q1 2022
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-95- 0.92% |
$6.01K - $7.17K
|
10.2K
$739K
|
|
|
Apr 14, 2022
Q1 2022
|
Thomasville National Bank
|
SELL
|
- |
-98- 1.1% |
$6.2K - $7.4K
|
8.8K
$636K
|
|
|
Apr 21, 2022
Q1 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-100- 3.44% |
$6.33K - $7.55K
|
2.81K
$203K
|
|
|
May 12, 2022
Q1 2022
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-104- 0.38% |
$6.58K - $7.85K
|
27.2K
$1.97M
|
|
|
May 09, 2022
Q1 2022
|
Cypress Capital, LLC
|
SELL
|
- |
-105- 0.2% |
$6.64K - $7.93K
|
52.9K
$3.82M
|
|
|
May 04, 2022
Q1 2022
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-114- 1.36% |
$7.21K - $8.6K
|
8.24K
$596K
|
|
|
May 12, 2022
Q1 2022
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-117- 2.18% |
$7.4K - $8.83K
|
5.26K
$380K
|
|
|
May 13, 2022
Q1 2022
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-119- 0.86% |
$7.53K - $8.98K
|
13.8K
$994K
|
|
|
Apr 29, 2022
Q1 2022
|
Tri Star Advisors Inc.
|
SELL
|
- |
-122- 3.5% |
$7.72K - $9.21K
|
3.36K
$243K
|
|
|
May 11, 2022
Q1 2022
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-122- 0.3% |
$7.72K - $9.21K
|
41K
$2.96M
|
|
|
Apr 22, 2022
Q1 2022
|
Gleason Group, Inc.
|
SELL
|
- |
-124Closed |
$7.84K - $9.36K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-125- 0.51% |
$7.91K - $9.44K
|
24.3K
$1.76M
|
|
|
May 09, 2022
Q1 2022
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-126- 1.9% |
$7.97K - $9.51K
|
6.5K
$470K
|
|
|
Apr 20, 2022
Q1 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-126- 6.14% |
$7.97K - $9.51K
|
1.93K
$139K
|
|
|
May 05, 2022
Q1 2022
|
Anson Capital, Inc.
|
SELL
|
- |
-129- 1.77% |
$8.16K - $9.74K
|
7.17K
$519K
|
|
|
Apr 25, 2022
Q1 2022
|
High Mark Wealth Management LLC
|
SELL
|
- |
-130- 3.75% |
$8.22K - $9.81K
|
3.33K
$241K
|
|
|
May 13, 2022
Q1 2022
|
Journey Advisory Group, LLC
|
SELL
|
- |
-141- 3.88% |
$8.92K - $10.6K
|
3.49K
$252K
|
|
|
Apr 28, 2022
Q1 2022
|
Planning Alternatives LTD
|
SELL
|
- |
-144- 1.36% |
$9.11K - $10.9K
|
10.5K
$756K
|
|
|
Apr 19, 2022
Q1 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-156- 10.53% |
$9.87K - $11.8K
|
1.33K
$95.8K
|
|
|
Apr 26, 2022
Q1 2022
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-163- 2.13% |
$10.3K - $12.3K
|
7.48K
$541K
|
|
|
Apr 26, 2022
Q1 2022
|
Ogorek Anthony Joseph
|
SELL
|
- |
-170Closed |
$10.8K - $12.8K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Sol Capital Management CO
|
SELL
|
- |
-170- 1.01% |
$10.8K - $12.8K
|
16.7K
$1.21M
|
|
|
May 13, 2022
Q1 2022
|
Keystone Financial Group
|
SELL
|
- |
-173- 0.68% |
$10.9K - $13.1K
|
25.4K
$1.84M
|
|
|
Apr 21, 2022
Q1 2022
|
Cordasco Financial Network
|
SELL
|
- |
-175- 1.46% |
$11.1K - $13.2K
|
11.8K
$854K
|
|
|
May 06, 2022
Q1 2022
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-177- 6.97% |
$11.2K - $13.4K
|
2.36K
$171K
|
|
|
May 17, 2022
Q1 2022
|
Lake Point Wealth Management
|
SELL
|
- |
-178- 38.36% |
$11.3K - $13.4K
|
286
$20.7K
|
|
|
May 12, 2022
Q1 2022
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-178Closed |
$11.3K - $13.4K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-178- 0.23% |
$11.3K - $13.4K
|
77.9K
$5.64M
|
|
|
May 09, 2022
Q1 2022
|
Banco Santander, S.A.
|
SELL
|
- |
-182- 1.53% |
$11.5K - $13.7K
|
11.7K
$848K
|
|
|
Apr 13, 2022
Q1 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-184- 0.81% |
$11.6K - $13.9K
|
22.5K
$1.63M
|
|
|
May 12, 2022
Q1 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-186- 2.59% |
$11.8K - $14K
|
7.01K
$507K
|
|
|
May 02, 2022
Q1 2022
|
Hudock, Inc.
|
SELL
|
- |
-187- 17.93% |
$11.8K - $14.1K
|
856
$61.9K
|
|
|
Mar 14, 2023
Q1 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-187- 2.6% |
$11.8K - $14.1K
|
7.01K
$507K
|
|
|
Apr 28, 2022
Q1 2022
|
Bcs Wealth Management
|
SELL
|
- |
-188- 0.22% |
$11.9K - $14.2K
|
83.7K
$6.05M
|
|
|
May 12, 2022
Q1 2022
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-189- 0.48% |
$12K - $14.3K
|
39.4K
$2.85M
|
|
|
Apr 29, 2022
Q1 2022
|
Investment Advisory Group, LLC
|
SELL
|
- |
-190- 0.62% |
$12K - $14.3K
|
30.7K
$2.22M
|
|
|
May 03, 2022
Q1 2022
|
Wolff Financial Management LLC
|
SELL
|
- |
-195- 4.56% |
$12.3K - $14.7K
|
4.08K
$295K
|
|
|
May 10, 2022
Q1 2022
|
Peninsula Asset Management Inc
Bradenton, FL |
SELL
|
- |
-195- 0.45% |
$12.3K - $14.7K
|
43.2K
$3.12M
|
|
|
May 13, 2022
Q1 2022
|
Karlinski Andrew C
Irvine, CA |
SELL
|
- |
-199- 13.8% |
$12.6K - $15K
|
1.24K
$89.9K
|
|
|
Apr 26, 2022
Q1 2022
|
Kanawha Capital Management LLC
|
SELL
|
- |
-200- 0.4% |
$12.7K - $15.1K
|
50.2K
$3.63M
|
|
|
May 04, 2022
Q1 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-200- 2.61% |
$12.7K - $15.1K
|
7.47K
$540K
|
|
|
Apr 18, 2022
Q1 2022
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-201- 5.11% |
$12.7K - $15.2K
|
3.73K
$270K
|
|
|
May 03, 2022
Q1 2022
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-202- 0.61% |
$12.8K - $15.2K
|
33.2K
$2.4M
|
|
|
May 16, 2022
Q1 2022
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-202- 2.7% |
$12.8K - $15.2K
|
7.27K
$526K
|