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 05, 2022
Q1 2022
|
Camden National Bank
Camden, ME |
SELL
|
- |
-2.72KClosed |
$172K - $205K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-2.73KClosed |
$173K - $206K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Transform Wealth, LLC
|
SELL
|
- |
-2.75K- 28.62% |
$174K - $207K
|
6.85K
$496K
|
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.75K- 0.64% |
$174K - $208K
|
427K
$30.9M
|
|
|
May 03, 2022
Q1 2022
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-2.77KClosed |
$175K - $209K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-2.8KClosed |
$177K - $211K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-2.82K- 98.46% |
$178K - $213K
|
44
$3.18K
|
|
|
Apr 01, 2022
Q1 2022
|
Park National Corp
|
SELL
|
- |
-2.82KClosed |
$179K - $213K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-2.83KClosed |
$179K - $214K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-2.84K- 36.39% |
$180K - $215K
|
4.97K
$359K
|
|
|
May 10, 2022
Q1 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-2.86K- 12.44% |
$181K - $216K
|
20.1K
$1.45M
|
|
|
Apr 21, 2022
Q1 2022
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
SELL
|
- |
-2.87KClosed |
$182K - $217K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Center For Asset Management LLC
|
SELL
|
- |
-2.88K- 14.44% |
$182K - $217K
|
17.1K
$1.23M
|
|
|
May 16, 2022
Q1 2022
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-2.88KClosed |
$182K - $218K
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-2.9KClosed |
$183K - $219K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO
|
SELL
|
- |
-2.9K- 0.8% |
$183K - $219K
|
360K
$26M
|
|
|
Apr 29, 2022
Q1 2022
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-2.93K- 7.35% |
$185K - $221K
|
37K
$2.67M
|
|
|
Apr 12, 2022
Q1 2022
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-2.96KClosed |
$187K - $223K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-3.05KClosed |
$193K - $230K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-3.14K- 1.65% |
$199K - $237K
|
188K
$13.6M
|
|
|
Apr 25, 2022
Q1 2022
|
Segment Wealth Management, LLC
|
SELL
|
- |
-3.15K- 20.7% |
$199K - $238K
|
12.1K
$873K
|
|
|
May 11, 2022
Q1 2022
|
Orion Capital Management LLC
|
SELL
|
- |
-3.2K- 49.67% |
$202K - $242K
|
3.24K
$235K
|
|
|
May 13, 2022
Q1 2022
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-3.23K- 1.27% |
$204K - $244K
|
251K
$18.2M
|
|
|
May 23, 2022
Q1 2022
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-3.24K- 20.6% |
$205K - $244K
|
12.5K
$902K
|
|
|
Apr 22, 2022
Q1 2022
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-3.28K- 20.98% |
$208K - $248K
|
12.4K
$894K
|
|
|
May 20, 2022
Q1 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-3.31K- 10.28% |
$210K - $250K
|
28.9K
$2.09M
|
|
|
Apr 22, 2022
Q1 2022
|
Foster Group, Inc.
|
SELL
|
- |
-3.32K- 48.92% |
$210K - $251K
|
3.47K
$251K
|
|
|
May 31, 2023
Q1 2022
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-3.36KClosed |
$212K - $253K
|
0
$0
|
|
|
Apr 11, 2022
Q1 2022
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-3.47K- 15.43% |
$219K - $262K
|
19K
$1.37M
|
|
|
Apr 20, 2022
Q1 2022
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-3.48KClosed |
$220K - $263K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
S.E.E.D. Planning Group LLC
|
SELL
|
- |
-3.5KClosed |
$222K - $264K
|
0
$0
|
|
|
May 17, 2022
Q1 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-3.51KClosed |
$222K - $265K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Kwmg, LLC
|
SELL
|
- |
-3.51K- 9.99% |
$222K - $265K
|
31.7K
$2.29M
|
|
|
May 16, 2022
Q1 2022
|
Mkt Advisors LLC
Escondido, CA |
SELL
|
- |
-3.6KClosed |
$228K - $272K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Brickley Wealth Management
|
SELL
|
- |
-3.6K- 0.62% |
$228K - $272K
|
580K
$41.9M
|
|
|
May 09, 2022
Q1 2022
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-3.63K- 12.53% |
$229K - $274K
|
25.3K
$1.83M
|
|
|
May 12, 2022
Q1 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-3.67KClosed |
$232K - $277K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-3.75K- 31.01% |
$237K - $283K
|
8.35K
$604K
|
|
|
May 06, 2022
Q1 2022
|
Qcm Cayman, Ltd.
|
SELL
|
- |
-3.77KClosed |
$239K - $285K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
American Century Companies Inc
Kansas City, MO |
SELL
|
- |
-3.8K- 1.85% |
$240K - $287K
|
202K
$14.6M
|
|
|
May 11, 2022
Q1 2022
|
Legacy Advisors, LLC
|
SELL
|
- |
-3.81KClosed |
$241K - $288K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-3.82K- 7.18% |
$242K - $288K
|
49.4K
$3.57M
|
|
|
Apr 29, 2022
Q1 2022
|
Pinnacle Private Wealth, LLC
|
SELL
|
- |
-3.96K- 49.88% |
$250K - $299K
|
3.98K
$288K
|
|
|
May 02, 2022
Q1 2022
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-3.96K- 19.75% |
$251K - $299K
|
16.1K
$1.16M
|
|
|
May 16, 2022
Q1 2022
|
Donoghue Forlines LLC
|
SELL
|
- |
-4.04KClosed |
$256K - $305K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-4.13K- 4.04% |
$261K - $311K
|
98.1K
$7.09M
|
|
|
May 04, 2022
Q1 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-4.15K- 21.64% |
$263K - $313K
|
15K
$1.09M
|
|
|
May 11, 2022
Q1 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-4.2K- 10.39% |
$266K - $317K
|
36.2K
$2.62M
|
|
|
May 12, 2022
Q1 2022
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-4.23K- 32.54% |
$267K - $319K
|
8.76K
$634K
|
|
|
May 13, 2022
Q1 2022
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-4.33K- 0.91% |
$274K - $327K
|
473K
$34.2M
|