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 06, 2022
Q1 2022
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-1.55K- 33.91% |
$97.8K - $117K
|
3.01K
$219K
|
|
|
Sep 13, 2022
Q1 2022
|
Brown Advisory Inc
|
SELL
|
- |
-1.57K- 0.39% |
$99.6K - $119K
|
404K
$29.3M
|
|
|
Apr 05, 2022
Q1 2022
|
Trust CO Of Vermont
|
SELL
|
- |
-1.58KClosed |
$100K - $119K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-1.58K- 1.45% |
$100K - $120K
|
108K
$7.81M
|
|
|
May 13, 2022
Q1 2022
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-1.62K- 4.78% |
$103K - $123K
|
32.3K
$2.34M
|
|
|
Apr 08, 2022
Q1 2022
|
Planned Solutions, Inc.
|
SELL
|
- |
-1.65K- 2.27% |
$104K - $124K
|
70.7K
$5.13M
|
|
|
May 10, 2022
Q1 2022
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-1.65K- 1.78% |
$104K - $124K
|
91K
$6.6M
|
|
|
Apr 20, 2022
Q1 2022
|
Concord Wealth Partners
|
SELL
|
- |
-1.68K- 16.85% |
$106K - $127K
|
8.27K
$600K
|
|
|
May 13, 2022
Q1 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-1.68K- 3.57% |
$106K - $127K
|
45.3K
$3.28M
|
|
|
May 04, 2022
Q1 2022
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-1.72K- 4.85% |
$109K - $130K
|
33.7K
$2.45M
|
|
|
May 13, 2022
Q1 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.78K- 1.63% |
$113K - $135K
|
108K
$7.81M
|
|
|
May 11, 2022
Q1 2022
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-1.82K- 3.15% |
$115K - $137K
|
55.7K
$4.04M
|
|
|
May 03, 2022
Q1 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-1.82K- 2.56% |
$115K - $137K
|
69.2K
$5.02M
|
|
|
May 02, 2022
Q1 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-1.83K- 2.22% |
$116K - $138K
|
80.7K
$5.85M
|
|
|
May 16, 2022
Q1 2022
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-1.91K- 33.63% |
$121K - $144K
|
3.77K
$273K
|
|
|
Apr 28, 2022
Q1 2022
|
Highland Private Wealth Management
|
SELL
|
- |
-1.91K- 0.39% |
$121K - $144K
|
486K
$35.2M
|
|
|
May 09, 2022
Q1 2022
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-1.92K- 17.91% |
$122K - $145K
|
8.82K
$640K
|
|
|
Apr 26, 2022
Q1 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.93K- 37.01% |
$122K - $146K
|
3.29K
$238K
|
|
|
May 16, 2022
Q1 2022
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-1.94K- 13.87% |
$123K - $146K
|
12K
$874K
|
|
|
Aug 11, 2022
Q1 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-1.98K- 4.55% |
$125K - $149K
|
41.5K
$3.01M
|
|
|
May 13, 2022
Q1 2022
|
Silicon Hills Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.99K- 4.56% |
$126K - $150K
|
41.7K
$3.03M
|
|
|
Jul 24, 2024
Q1 2022
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-2K- 19.02% |
$126K - $151K
|
8.5K
$616K
|
|
|
May 10, 2022
Q1 2022
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-2.02K- 1.76% |
$128K - $153K
|
113K
$8.19M
|
|
|
May 03, 2022
Q1 2022
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-2.07K- 33.7% |
$131K - $156K
|
4.08K
$296K
|
|
|
Apr 28, 2022
Q1 2022
|
Hardy Reed LLC
|
SELL
|
- |
-2.11K- 1.47% |
$134K - $160K
|
142K
$10.3M
|
|
|
May 16, 2022
Q1 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-2.12K- 14.77% |
$134K - $160K
|
12.2K
$886K
|
|
|
May 12, 2022
Q1 2022
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-2.12K- 2.66% |
$134K - $160K
|
77.6K
$5.63M
|
|
|
May 04, 2022
Q1 2022
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-2.13K- 28.94% |
$135K - $161K
|
5.23K
$379K
|
|
|
May 16, 2022
Q1 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.17K- 27.42% |
$137K - $164K
|
5.75K
$417K
|
|
|
May 11, 2022
Q1 2022
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-2.24K- 40.79% |
$142K - $169K
|
3.26K
$236K
|
|
|
May 06, 2022
Q1 2022
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-2.26K- 6.32% |
$143K - $171K
|
33.5K
$2.43M
|
|
|
May 13, 2022
Q1 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-2.29K- 2.88% |
$145K - $173K
|
77.1K
$5.6M
|
|
|
Apr 28, 2022
Q1 2022
|
Tru Independence LLC
|
SELL
|
- |
-2.29K- 4.55% |
$145K - $173K
|
48.1K
$3.49M
|
|
|
May 16, 2022
Q1 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-2.3K- 8.49% |
$145K - $173K
|
24.8K
$1.8M
|
|
|
May 13, 2022
Q1 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-2.33K- 14.15% |
$147K - $176K
|
14.1K
$1.03M
|
|
|
May 16, 2022
Q1 2022
|
Lgl Partners, LLC
West Conshohocken, PA |
SELL
|
- |
-2.39K- 7.53% |
$151K - $180K
|
29.3K
$2.13M
|
|
|
May 13, 2022
Q1 2022
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-2.49K- 32.75% |
$158K - $188K
|
5.11K
$371K
|
|
|
May 16, 2022
Q1 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-2.5K- 25.83% |
$158K - $189K
|
7.18K
$521K
|
|
|
May 12, 2022
Q1 2022
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-2.59K- 20.98% |
$164K - $196K
|
9.77K
$708K
|
|
|
Apr 21, 2022
Q1 2022
|
Essex Financial Services, Inc.
|
SELL
|
- |
-2.63K- 23.83% |
$166K - $198K
|
8.4K
$609K
|
|
|
May 11, 2022
Q1 2022
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.65K- 6.29% |
$168K - $200K
|
39.5K
$2.86M
|
|
|
May 02, 2022
Q1 2022
|
Hallmark Capital Management Inc
|
SELL
|
- |
-2.66K- 5.71% |
$168K - $201K
|
43.9K
$3.18M
|
|
|
May 02, 2022
Q1 2022
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-2.67KClosed |
$169K - $202K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-2.7KClosed |
$171K - $204K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Destination Wealth Management
|
SELL
|
- |
-2.7KClosed |
$171K - $204K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Bridgewater Advisors Inc.
|
SELL
|
- |
-2.71KClosed |
$171K - $204K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-2.71K- 33.32% |
$171K - $204K
|
5.42K
$393K
|
|
|
May 13, 2022
Q1 2022
|
Wealthgate Family Office, LLC
|
SELL
|
- |
-2.71KClosed |
$172K - $205K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-2.72KClosed |
$172K - $205K
|
0
$0
|
|
|
Jan 02, 2024
Q1 2022
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-2.72KClosed |
$172K - $205K
|
0
$0
|