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 20, 2022
Q1 2022
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-31.3K- 30.3% |
$1.98M - $2.37M
|
72.1K
$5.21M
|
|
|
Apr 25, 2022
Q1 2022
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-31.9K- 7.43% |
$2.02M - $2.41M
|
397K
$28.7M
|
|
|
May 13, 2022
Q1 2022
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-33.3K- 3.67% |
$2.11M - $2.51M
|
875K
$63.3M
|
|
|
Apr 29, 2022
Q1 2022
|
Lake Street Financial LLC
|
SELL
|
- |
-33.8KClosed |
$2.14M - $2.55M
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Vcu Investment Management CO
Richmond, VA |
SELL
|
- |
-34.3K- 42.85% |
$2.17M - $2.59M
|
45.7K
$3.31M
|
|
|
Apr 14, 2022
Q1 2022
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-34.6K- 11.38% |
$2.19M - $2.61M
|
269K
$19.5M
|
|
|
May 11, 2022
Q1 2022
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-35.2K- 43.32% |
$2.23M - $2.66M
|
46.1K
$3.33M
|
|
|
Apr 25, 2022
Q1 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-36.5K- 6.11% |
$2.31M - $2.76M
|
561K
$40.6M
|
|
|
May 16, 2022
Q1 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-37.1K- 4.12% |
$2.35M - $2.8M
|
863K
$62.4M
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-37.2K- 0.21% |
$2.35M - $2.81M
|
17.5M
$1.26B
|
|
|
May 09, 2022
Q1 2022
|
Shufro Rose & CO LLC
|
SELL
|
- |
-37.8K- 20.77% |
$2.39M - $2.86M
|
144K
$10.4M
|
|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-38.2K- 17.25% |
$2.42M - $2.88M
|
183K
$13.3M
|
|
|
Apr 28, 2022
Q1 2022
|
Element Wealth, LLC
|
SELL
|
- |
-38.2K- 39.41% |
$2.42M - $2.89M
|
58.8K
$4.25M
|
|
|
May 16, 2022
Q1 2022
|
Consilio Wealth Advisors, LLC
|
SELL
|
- |
-38.6KClosed |
$2.44M - $2.91M
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-41.2K- 28.1% |
$2.61M - $3.11M
|
105K
$7.62M
|
|
|
Apr 18, 2022
Q1 2022
|
Veracity Capital LLC
|
SELL
|
- |
-43.5K- 68.03% |
$2.75M - $3.29M
|
20.5K
$1.48M
|
|
|
May 09, 2022
Q1 2022
|
Mycio Wealth Partners, LLC
|
SELL
|
- |
-45.1K- 19.65% |
$2.85M - $3.4M
|
184K
$13.3M
|
|
|
May 09, 2022
Q1 2022
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-45.4K- 72.4% |
$2.87M - $3.43M
|
17.3K
$1.25M
|
|
|
May 04, 2022
Q1 2022
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-45.5K- 19.14% |
$2.88M - $3.44M
|
192K
$13.9M
|
|
|
May 12, 2022
Q1 2022
|
Compton Financial Group, LLC
|
SELL
|
- |
-45.6K- 8.0% |
$2.88M - $3.44M
|
524K
$37.9M
|
|
|
Apr 19, 2022
Q1 2022
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-47.2KClosed |
$2.98M - $3.56M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Assetmark, Inc
|
SELL
|
- |
-48.7K- 0.71% |
$3.08M - $3.68M
|
6.82M
$493M
|
|
|
May 12, 2022
Q1 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-51.5K- 5.22% |
$3.26M - $3.89M
|
936K
$67.6M
|
|
|
May 13, 2022
Q1 2022
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
SELL
|
- |
-52.2K- 8.31% |
$3.3M - $3.94M
|
575K
$41.6M
|
|
|
May 06, 2022
Q1 2022
|
Pembroke Management, LTD
|
SELL
|
- |
-52.9K- 52.54% |
$3.35M - $4M
|
47.8K
$3.46M
|
|
|
May 09, 2022
Q1 2022
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-55.2K- 38.41% |
$3.49M - $4.16M
|
88.4K
$6.39M
|
|
|
May 10, 2022
Q1 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-56.4K- 79.11% |
$3.56M - $4.25M
|
14.9K
$1.08M
|
|
|
May 16, 2022
Q1 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-57.9K- 73.31% |
$3.66M - $4.37M
|
21.1K
$1.52M
|
|
|
May 18, 2022
Q1 2022
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-60.3K- 65.14% |
$3.81M - $4.55M
|
32.3K
$2.33M
|
|
|
Apr 25, 2022
Q1 2022
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-60.8KClosed |
$3.85M - $4.59M
|
0
$0
|
|
|
Aug 09, 2022
Q1 2022
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-62.6K- 68.34% |
$3.96M - $4.72M
|
29K
$2.1M
|
|
|
May 12, 2022
Q1 2022
|
Independent Order Of Foresters
Toronto, A6 |
SELL
|
- |
-65.1KClosed |
$4.12M - $4.91M
|
0
$0
|
|
|
Jul 06, 2022
Q1 2022
|
Strategic Investment Management, LLC
|
SELL
|
- |
-67.8K- 17.82% |
$4.29M - $5.11M
|
312K
$22.6M
|
|
|
May 12, 2022
Q1 2022
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-71K- 13.35% |
$4.49M - $5.36M
|
461K
$33.3M
|
|
|
May 10, 2022
Q1 2022
|
Ifs Advisors, LLC
|
SELL
|
- |
-71.8K- 99.75% |
$4.54M - $5.42M
|
177
$12.8K
|
|
|
Apr 20, 2022
Q1 2022
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-74.5K- 91.46% |
$4.71M - $5.62M
|
6.96K
$503K
|
|
|
May 16, 2022
Q1 2022
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-75.3K- 4.19% |
$4.76M - $5.68M
|
1.72M
$124M
|
|
|
May 05, 2022
Q1 2022
|
Beacon Harbor Wealth Advisors, Inc.
|
SELL
|
- |
-75.9KClosed |
$4.8M - $5.73M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-80KClosed |
$5.06M - $6.04M
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-81.4K- 1.84% |
$5.15M - $6.14M
|
4.35M
$315M
|
|
|
May 10, 2022
Q1 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-81.5K- 52.73% |
$5.16M - $6.15M
|
73.1K
$5.29M
|
|
|
May 12, 2022
Q1 2022
|
Hancock Whitney Corp
|
SELL
|
- |
-82.1K- 29.62% |
$5.19M - $6.2M
|
195K
$14.1M
|
|
|
Aug 19, 2022
Q1 2022
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-86.4KClosed |
$5.46M - $6.52M
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Brown Advisory Inc
|
SELL
|
- |
-86.7K- 17.61% |
$5.48M - $6.54M
|
406K
$29.3M
|
|
|
Feb 24, 2023
Q1 2022
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-88.4K- 83.13% |
$5.59M - $6.67M
|
17.9K
$1.3M
|
|
|
Apr 08, 2022
Q1 2022
|
Alaska Permanent Capital Management
|
SELL
|
- |
-94.3K- 4.63% |
$5.96M - $7.11M
|
1.94M
$140M
|
|
|
May 13, 2022
Q1 2022
|
Client First Capital LLC
|
SELL
|
- |
-94.9K- 47.68% |
$6M - $7.16M
|
104K
$7.53M
|
|
|
May 04, 2022
Q1 2022
|
Brio Consultants, LLC
|
SELL
|
- |
-98.7K- 32.49% |
$6.24M - $7.45M
|
205K
$14.8M
|
|
|
Apr 29, 2022
Q1 2022
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-99K- 38.02% |
$6.26M - $7.47M
|
161K
$11.7M
|
|
|
Apr 20, 2022
Q1 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-99.5K- 37.68% |
$6.3M - $7.51M
|
165K
$11.9M
|