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 16, 2022
Q1 2022
|
State Street Corp
Boston, MA |
SELL
|
- |
-7.26K- 25.9% |
$459K - $548K
|
20.8K
$1.51M
|
|
May 04, 2022
Q1 2022
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-7.28KClosed |
$461K - $550K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
True Private Wealth Advisors
|
SELL
|
- |
-7.51K- 51.34% |
$475K - $567K
|
7.12K
$516K
|
|
May 24, 2022
Q1 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-7.66K- 53.64% |
$485K - $578K
|
6.62K
$480K
|
|
May 09, 2022
Q1 2022
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-7.72K- 8.91% |
$488K - $582K
|
78.9K
$5.72M
|
|
May 16, 2022
Q1 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-7.98K- 54.65% |
$504K - $602K
|
6.62K
$480K
|
|
Apr 21, 2022
Q1 2022
|
Asset Dedication, LLC
|
SELL
|
- |
-8.19K- 4.22% |
$518K - $618K
|
186K
$13.5M
|
|
Apr 20, 2022
Q1 2022
|
Advisor Resource Council
|
SELL
|
- |
-8.4KClosed |
$531K - $634K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-8.42K- 13.35% |
$533K - $636K
|
54.7K
$3.97M
|
|
May 03, 2022
Q1 2022
|
Peoples Bank
|
SELL
|
- |
-8.46K- 16.33% |
$535K - $638K
|
43.3K
$3.14M
|
|
May 05, 2022
Q1 2022
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-8.52K- 71.11% |
$539K - $643K
|
3.46K
$251K
|
|
May 12, 2022
Q1 2022
|
Sadoff Investment Management LLC
|
SELL
|
- |
-8.6KClosed |
$544K - $649K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-8.63KClosed |
$546K - $652K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-8.79K- 4.74% |
$556K - $663K
|
177K
$12.8M
|
|
Jan 19, 2023
Q1 2022
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-8.86K- 23.25% |
$561K - $669K
|
29.2K
$2.12M
|
|
May 02, 2022
Q1 2022
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-8.92K- 9.2% |
$564K - $673K
|
88K
$6.39M
|
|
May 16, 2022
Q1 2022
|
Stokes Family Office, LLC
|
SELL
|
- |
-9.05K- 5.09% |
$573K - $683K
|
169K
$12.2M
|
|
May 10, 2022
Q1 2022
|
Smith, Salley & Associates
|
SELL
|
- |
-9.24K- 7.92% |
$585K - $698K
|
108K
$7.8M
|
|
Apr 14, 2022
Q1 2022
|
Charles Schwab Trust CO
|
SELL
|
- |
-9.3K- 3.88% |
$588K - $702K
|
230K
$16.7M
|
|
Apr 21, 2022
Q1 2022
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-9.5K- 12.98% |
$601K - $717K
|
63.7K
$4.62M
|
|
Apr 22, 2022
Q1 2022
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-9.53KClosed |
$603K - $719K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Macroview Investment Management LLC
|
SELL
|
- |
-9.66K- 16.94% |
$611K - $729K
|
47.4K
$3.44M
|
|
Apr 19, 2022
Q1 2022
|
Burt Wealth Advisors
|
SELL
|
- |
-9.88K- 53.67% |
$625K - $746K
|
8.53K
$619K
|
|
May 05, 2022
Q1 2022
|
Community Bank, N.A.
|
SELL
|
- |
-9.97K- 1.73% |
$631K - $753K
|
567K
$41.1M
|
|
Apr 27, 2022
Q1 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-10.2K- 18.13% |
$646K - $771K
|
46.1K
$3.35M
|
|
Apr 28, 2022
Q1 2022
|
Colony Family Offices, LLC
|
SELL
|
- |
-10.3K- 2.18% |
$650K - $775K
|
462K
$33.5M
|
|
Apr 14, 2022
Q1 2022
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-10.6KClosed |
$669K - $798K
|
0
$0
|
|
Apr 20, 2022
Q1 2022
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-10.6K- 69.34% |
$670K - $799K
|
4.68K
$340K
|
|
May 09, 2022
Q1 2022
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-10.9K- 20.75% |
$690K - $823K
|
41.7K
$3.02M
|
|
May 16, 2022
Q1 2022
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-11K- 14.41% |
$698K - $833K
|
65.6K
$4.76M
|
|
May 13, 2022
Q1 2022
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
SELL
|
- |
-11.4KClosed |
$719K - $857K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Navalign, LLC
|
SELL
|
- |
-11.4K- 34.49% |
$724K - $863K
|
21.7K
$1.58M
|
|
May 11, 2022
Q1 2022
|
Stone X Group Inc.
|
SELL
|
- |
-11.5KClosed |
$730K - $871K
|
0
$0
|
|
Apr 19, 2022
Q1 2022
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-11.6K- 4.28% |
$732K - $873K
|
259K
$18.8M
|
|
Apr 20, 2022
Q1 2022
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-11.6KClosed |
$736K - $878K
|
0
$0
|
|
May 17, 2022
Q1 2022
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-11.7K- 41.12% |
$741K - $885K
|
16.8K
$1.22M
|
|
May 09, 2022
Q1 2022
|
Wealthsource Partners, LLC
|
SELL
|
- |
-11.8K- 9.27% |
$745K - $888K
|
115K
$8.36M
|
|
Apr 20, 2022
Q1 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-11.8K- 28.14% |
$746K - $890K
|
30.1K
$2.18M
|
|
May 12, 2022
Q1 2022
|
Citigroup Inc
|
SELL
|
- |
-12K- 13.79% |
$758K - $905K
|
74.9K
$5.43M
|
|
May 13, 2022
Q1 2022
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-12K- 9.08% |
$760K - $907K
|
120K
$8.73M
|
|
May 11, 2022
Q1 2022
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-12.2K- 1.76% |
$773K - $922K
|
683K
$49.6M
|
|
Apr 25, 2022
Q1 2022
|
Opus Capital Group, LLC
|
SELL
|
- |
-12.3K- 4.45% |
$776K - $925K
|
263K
$19.1M
|
|
Apr 27, 2022
Q1 2022
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-12.6K- 37.64% |
$799K - $953K
|
20.9K
$1.52M
|
|
Feb 14, 2023
Q1 2022
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-13.6K- 14.02% |
$859K - $1.02M
|
83.2K
$6.04M
|
|
May 09, 2022
Q1 2022
|
Capital Square, LLC
|
SELL
|
- |
-13.7KClosed |
$866K - $1.03M
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-14.5K- 2.36% |
$919K - $1.1M
|
601K
$43.6M
|
|
May 11, 2022
Q1 2022
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-14.6K- 9.05% |
$922K - $1.1M
|
146K
$10.6M
|
|
May 02, 2022
Q1 2022
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-14.6K- 10.52% |
$922K - $1.1M
|
124K
$9M
|
|
May 12, 2022
Q1 2022
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-14.8K- 56.76% |
$933K - $1.11M
|
11.2K
$815K
|
|
Aug 14, 2024
Q1 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-14.9K- 12.22% |
$940K - $1.12M
|
107K
$7.74M
|