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 09, 2022
Q1 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-460- 3.57% |
$29.1K - $34.7K
|
12.4K
$900K
|
|
|
Apr 29, 2022
Q1 2022
|
Melone Private Wealth, LLC
|
SELL
|
- |
-462- 12.67% |
$29.2K - $34.9K
|
3.18K
$230K
|
|
|
May 04, 2022
Q1 2022
|
Lyell Wealth Management, LP
|
SELL
|
- |
-464- 9.81% |
$29.4K - $35K
|
4.27K
$309K
|
|
|
May 10, 2022
Q1 2022
|
Ascent Group, LLC
|
SELL
|
- |
-464- 0.81% |
$29.4K - $35K
|
56.6K
$4.09M
|
|
|
May 03, 2022
Q1 2022
|
Aspire Wealth Management Corp
Waltham, MA |
SELL
|
- |
-471- 90.58% |
$29.8K - $35.6K
|
49
$3.54K
|
|
|
Apr 11, 2022
Q1 2022
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-472- 4.24% |
$29.9K - $35.6K
|
10.7K
$771K
|
|
|
May 11, 2022
Q1 2022
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-483Closed |
$30.6K - $36.5K
|
0
$0
|
|
|
Apr 07, 2022
Q1 2022
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-484- 11.38% |
$30.6K - $36.5K
|
3.77K
$273K
|
|
|
May 05, 2022
Q1 2022
|
Rgt Wealth Advisors, LLC
|
SELL
|
- |
-491Closed |
$31.1K - $37.1K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-494- 2.26% |
$31.3K - $37.3K
|
21.4K
$1.55M
|
|
|
May 03, 2022
Q1 2022
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-500- 47.44% |
$31.6K - $37.7K
|
554
$40.1K
|
|
|
May 09, 2022
Q1 2022
|
Burney CO
Reston, VA |
SELL
|
- |
-506- 14.11% |
$32K - $38.2K
|
3.08K
$223K
|
|
|
Apr 22, 2022
Q1 2022
|
Allworth Financial LP
|
SELL
|
- |
-507- 1.04% |
$32.1K - $38.3K
|
48.5K
$3.51M
|
|
|
Apr 29, 2022
Q1 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-525- 2.36% |
$33.2K - $39.6K
|
21.7K
$1.57M
|
|
|
Apr 25, 2022
Q1 2022
|
Flc Capital Advisors
|
SELL
|
- |
-526- 2.03% |
$33.3K - $39.7K
|
25.4K
$1.84M
|
|
|
May 16, 2022
Q1 2022
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-538- 10.5% |
$34K - $40.6K
|
4.59K
$332K
|
|
|
Apr 27, 2022
Q1 2022
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-545- 2.84% |
$34.5K - $41.1K
|
18.6K
$1.35M
|
|
|
Apr 13, 2022
Q1 2022
|
Kcs Wealth Advisory
|
SELL
|
- |
-554- 1.35% |
$35K - $41.8K
|
40.4K
$2.92M
|
|
|
Apr 19, 2022
Q1 2022
|
Paragon Capital Management LTD
|
SELL
|
- |
-568Closed |
$35.9K - $42.9K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-575Closed |
$36.4K - $43.4K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
First Washington Corp
Seattle, WA |
SELL
|
- |
-590Closed |
$37.3K - $44.5K
|
0
$0
|
|
|
Apr 22, 2022
Q1 2022
|
Ade, LLC
|
SELL
|
- |
-594- 0.65% |
$37.6K - $44.8K
|
91K
$6.58M
|
|
|
Aug 16, 2022
Q1 2022
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-605Closed |
$38.3K - $45.7K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-611- 1.01% |
$38.7K - $46.1K
|
59.7K
$4.32M
|
|
|
May 12, 2022
Q1 2022
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-615- 10.68% |
$38.9K - $46.4K
|
5.15K
$372K
|
|
|
Apr 26, 2022
Q1 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-623- 10.08% |
$39.4K - $47K
|
5.56K
$402K
|
|
|
May 03, 2022
Q1 2022
|
Bray Capital Advisors
|
SELL
|
- |
-626- 0.83% |
$39.6K - $47.3K
|
75.2K
$5.44M
|
|
|
May 09, 2022
Q1 2022
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-628- 15.48% |
$39.7K - $47.4K
|
3.43K
$248K
|
|
|
May 05, 2022
Q1 2022
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-679- 26.06% |
$43K - $51.3K
|
1.93K
$139K
|
|
|
Apr 12, 2022
Q1 2022
|
Anderson Hoagland & CO
|
SELL
|
- |
-692- 0.59% |
$43.8K - $52.2K
|
116K
$8.41M
|
|
|
May 20, 2022
Q1 2022
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-705- 14.27% |
$44.6K - $53.2K
|
4.24K
$306K
|
|
|
May 18, 2022
Q1 2022
|
Range Financial Group LLC
|
SELL
|
- |
-709- 2.3% |
$44.9K - $53.5K
|
30.1K
$2.18M
|
|
|
Apr 21, 2022
Q1 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-709- 7.92% |
$44.9K - $53.5K
|
8.24K
$596K
|
|
|
Apr 20, 2022
Q1 2022
|
Crestone Asset Management LLC
|
SELL
|
- |
-710- 5.91% |
$44.9K - $53.6K
|
11.3K
$818K
|
|
|
Apr 18, 2022
Q1 2022
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-717- 8.88% |
$45.4K - $54.1K
|
7.36K
$532K
|
|
|
May 06, 2022
Q1 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-719- 4.13% |
$45.5K - $54.3K
|
16.7K
$1.21M
|
|
|
Apr 15, 2022
Q1 2022
|
Steph & CO
|
SELL
|
- |
-725Closed |
$45.9K - $54.7K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Strong Box Wealth, LLC
|
SELL
|
- |
-725- 9.62% |
$45.9K - $54.7K
|
6.82K
$493K
|
|
|
Jan 02, 2024
Q1 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-740- 11.51% |
$46.8K - $55.9K
|
5.69K
$411K
|
|
|
May 16, 2022
Q1 2022
|
Saxon Interests, Inc.
|
SELL
|
- |
-752- 2.83% |
$47.6K - $56.8K
|
25.9K
$1.87M
|
|
|
Apr 06, 2022
Q1 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-788- 2.89% |
$49.8K - $59.5K
|
26.5K
$1.92M
|
|
|
May 13, 2022
Q1 2022
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-793- 18.23% |
$50.2K - $59.9K
|
3.56K
$257K
|
|
|
Apr 26, 2022
Q1 2022
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-796- 2.63% |
$50.4K - $60.1K
|
29.4K
$2.13M
|
|
|
May 04, 2022
Q1 2022
|
Absolute Capital Management, LLC
|
SELL
|
- |
-796Closed |
$50.4K - $60.1K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-803- 2.2% |
$50.8K - $60.6K
|
35.6K
$2.58M
|
|
|
May 11, 2022
Q1 2022
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-807- 2.26% |
$51.1K - $60.9K
|
34.9K
$2.53M
|
|
|
May 05, 2022
Q1 2022
|
Fulcrum Capital LLC
|
SELL
|
- |
-815- 6.68% |
$51.6K - $61.5K
|
11.4K
$823K
|
|
|
Apr 21, 2022
Q1 2022
|
High Tower Trust Services, Lta
|
SELL
|
- |
-822- 15.08% |
$52K - $62K
|
4.63K
$335K
|
|
|
Apr 26, 2022
Q1 2022
|
Ieq Capital, LLC
|
SELL
|
- |
-828- 0.7% |
$52.4K - $62.5K
|
118K
$8.54M
|
|
|
May 16, 2022
Q1 2022
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-830- 8.93% |
$52.5K - $62.6K
|
8.47K
$612K
|