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 10, 2022
Q1 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-4.38KClosed |
$277K - $331K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-4.44K- 14.64% |
$281K - $335K
|
25.9K
$1.88M
|
|
|
Dec 05, 2023
Q1 2022
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-4.46KClosed |
$282K - $337K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Bailard, Inc.
|
SELL
|
- |
-4.46K- 0.55% |
$282K - $337K
|
806K
$58.4M
|
|
|
May 16, 2022
Q1 2022
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-4.48K- 57.66% |
$283K - $338K
|
3.29K
$238K
|
|
|
Apr 22, 2022
Q1 2022
|
Rise Advisors, LLC
|
SELL
|
- |
-4.53K- 16.89% |
$286K - $342K
|
22.3K
$1.62M
|
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-4.69K- 19.31% |
$296K - $354K
|
19.6K
$1.42M
|
|
|
Nov 06, 2024
Q1 2022
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-4.72KClosed |
$298K - $356K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Rockland Trust CO
|
SELL
|
- |
-4.78K- 34.59% |
$302K - $360K
|
9.03K
$655K
|
|
|
Apr 27, 2022
Q1 2022
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-4.79KClosed |
$303K - $362K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-4.84K- 0.31% |
$306K - $366K
|
1.54M
$112M
|
|
|
Apr 28, 2022
Q1 2022
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-5.09K- 65.55% |
$322K - $384K
|
2.67K
$194K
|
|
|
Apr 25, 2022
Q1 2022
|
Private Ocean, LLC
|
SELL
|
- |
-5.19K- 65.83% |
$329K - $392K
|
2.7K
$196K
|
|
|
Apr 14, 2022
Q1 2022
|
Cabot Wealth Management Inc
|
SELL
|
- |
-5.25K- 14.32% |
$332K - $396K
|
31.4K
$2.28M
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-5.36K- 52.96% |
$339K - $405K
|
4.76K
$345K
|
|
|
May 13, 2022
Q1 2022
|
United Services Automobile Association
San Antonio, TX |
SELL
|
- |
-5.36K- 0.05% |
$339K - $405K
|
10.9M
$792M
|
|
|
May 16, 2022
Q1 2022
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-5.52KClosed |
$349K - $417K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-5.62K- 10.69% |
$355K - $424K
|
46.9K
$3.4M
|
|
|
Apr 27, 2022
Q1 2022
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-5.63K- 54.89% |
$356K - $425K
|
4.63K
$336K
|
|
|
May 16, 2022
Q1 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-5.74K- 9.31% |
$363K - $433K
|
55.9K
$4.05M
|
|
|
May 10, 2022
Q1 2022
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-5.77K- 2.88% |
$365K - $436K
|
194K
$14.1M
|
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-5.85K- 12.79% |
$370K - $442K
|
39.9K
$2.89M
|
|
|
Apr 26, 2022
Q1 2022
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-5.86K- 3.78% |
$371K - $442K
|
149K
$10.8M
|
|
|
May 11, 2022
Q1 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-5.88K- 29.19% |
$372K - $444K
|
14.3K
$1.03M
|
|
|
Apr 28, 2022
Q1 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-6.09K- 37.91% |
$385K - $460K
|
9.97K
$723K
|
|
|
May 11, 2022
Q1 2022
|
Meristem Family Wealth, LLC
Minnetonka, MN |
SELL
|
- |
-6.1KClosed |
$386K - $461K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-6.12K- 4.84% |
$387K - $462K
|
120K
$8.72M
|
|
|
May 12, 2022
Q1 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-6.21K- 1.77% |
$393K - $469K
|
345K
$25M
|
|
|
May 16, 2022
Q1 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-6.22K- 16.66% |
$393K - $469K
|
31.1K
$2.26M
|
|
|
Apr 08, 2022
Q1 2022
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-6.3K- 5.81% |
$399K - $476K
|
102K
$7.41M
|
|
|
Apr 26, 2022
Q1 2022
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-6.34K- 2.75% |
$401K - $479K
|
224K
$16.3M
|
|
|
May 11, 2022
Q1 2022
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-6.37K- 36.66% |
$403K - $481K
|
11K
$799K
|
|
|
May 09, 2022
Q1 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-6.49K- 11.93% |
$411K - $490K
|
47.9K
$3.48M
|
|
|
Apr 27, 2022
Q1 2022
|
Wealthpoint, LLC
|
SELL
|
- |
-6.56K- 16.18% |
$415K - $495K
|
34K
$2.46M
|
|
|
Oct 02, 2024
Q1 2022
|
Cannon Financial Strategists, Inc.
Athens, GA |
SELL
|
- |
-6.6KClosed |
$418K - $498K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Baldrige Asset Management LLC
|
SELL
|
- |
-6.66K- 9.99% |
$421K - $503K
|
60K
$4.35M
|
|
|
Apr 11, 2022
Q1 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-6.7K- 34.69% |
$424K - $506K
|
12.6K
$915K
|
|
|
Apr 15, 2022
Q1 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-6.72K- 25.9% |
$425K - $507K
|
19.2K
$1.39M
|
|
|
May 13, 2022
Q1 2022
|
E Rn Financial, LLC
|
SELL
|
- |
-6.77K- 9.62% |
$428K - $511K
|
63.6K
$4.61M
|
|
|
May 10, 2022
Q1 2022
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-6.78K- 36.75% |
$429K - $512K
|
11.7K
$846K
|
|
|
May 11, 2022
Q1 2022
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-6.81KClosed |
$430K - $514K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Wilshire Advisors LLC
Santa Monica, CA |
SELL
|
- |
-6.97K- 0.94% |
$441K - $526K
|
731K
$53M
|
|
|
Apr 29, 2022
Q1 2022
|
Boyd Wealth Management, LLC
|
SELL
|
- |
-7.01K- 10.91% |
$443K - $529K
|
57.2K
$4.15M
|
|
|
Apr 21, 2022
Q1 2022
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-7.02K- 33.22% |
$444K - $530K
|
14.1K
$1.02M
|
|
|
May 10, 2022
Q1 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-7.03K- 18.17% |
$444K - $530K
|
31.6K
$2.29M
|
|
|
May 06, 2022
Q1 2022
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-7.07K- 4.61% |
$447K - $533K
|
146K
$10.6M
|
|
|
May 12, 2022
Q1 2022
|
Gitterman Wealth Management, LLC
|
SELL
|
- |
-7.08K- 16.29% |
$448K - $534K
|
36.3K
$2.64M
|
|
|
May 16, 2022
Q1 2022
|
Frontier Asset Management, LLC
Sheridan, WY |
SELL
|
- |
-7.1K- 8.45% |
$449K - $536K
|
76.9K
$5.58M
|
|
|
Apr 22, 2022
Q1 2022
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-7.12K- 30.17% |
$451K - $538K
|
16.5K
$1.2M
|
|
|
May 11, 2022
Q1 2022
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-7.19K- 58.16% |
$455K - $543K
|
5.18K
$375K
|