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 13, 2022
Q1 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
125K+ 12.84% |
$7.91M - $9.44M
|
1.1M
$79.3M
|
|
Apr 27, 2022
Q1 2022
|
Iowa State Bank
|
BUY
|
- |
124K+ 1525.3% |
$7.87M - $9.39M
|
133K
$9.57M
|
|
May 16, 2022
Q1 2022
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
122K+ 2.79% |
$7.74M - $9.23M
|
4.5M
$325M
|
|
Apr 04, 2022
Q1 2022
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
121K+ 11.72% |
$7.66M - $9.14M
|
1.15M
$83.4M
|
|
May 13, 2022
Q1 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
121K+ 22.4% |
$7.66M - $9.14M
|
662K
$47.8M
|
|
May 11, 2022
Q1 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
121K+ 34.68% |
$7.65M - $9.13M
|
470K
$33.9M
|
|
May 16, 2022
Q1 2022
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
119KNew |
$7.52M - $8.97M
|
119K
$8.58M
|
|
May 16, 2022
Q1 2022
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
118K+ 955.33% |
$7.47M - $8.91M
|
130K
$9.41M
|
|
May 16, 2022
Q1 2022
|
True Link Financial Advisors, LLC
|
BUY
|
- |
116K+ 27.01% |
$7.32M - $8.74M
|
544K
$39.3M
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
115K+ 187.42% |
$7.28M - $8.68M
|
176K
$12.7M
|
|
Nov 14, 2022
Q1 2022
|
Brown Advisory Inc
|
BUY
|
- |
113K+ 38.73% |
$7.14M - $8.52M
|
404K
$29.2M
|
|
May 10, 2022
Q1 2022
|
Country Club Bank
|
BUY
|
- |
112KNew |
$7.11M - $8.48M
|
112K
$8.11M
|
|
May 06, 2022
Q1 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
110K+ 9.14% |
$6.97M - $8.31M
|
1.31M
$94.9M
|
|
May 06, 2022
Q1 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
110K+ 11.51% |
$6.97M - $8.31M
|
1.07M
$77M
|
|
May 16, 2022
Q1 2022
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
109K+ 10.83% |
$6.89M - $8.22M
|
1.11M
$80.4M
|
|
May 16, 2022
Q1 2022
|
Mtc Wealth Management LLC
|
BUY
|
- |
107K+ 34.76% |
$6.79M - $8.1M
|
416K
$30M
|
|
Aug 06, 2024
Q1 2022
|
Hantz Financial Services, Inc.
|
BUY
|
- |
104K+ 22926.27% |
$6.57M - $7.84M
|
104K
$7.53M
|
|
Apr 13, 2022
Q1 2022
|
Wela Strategies, Inc.
|
BUY
|
- |
103K+ 68.62% |
$6.54M - $7.8M
|
254K
$18.3M
|
|
May 06, 2022
Q1 2022
|
Klingman & Associates, LLC
|
BUY
|
- |
103K+ 137.14% |
$6.51M - $7.77M
|
178K
$12.8M
|
|
May 12, 2022
Q1 2022
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
101K+ 26.37% |
$6.42M - $7.66M
|
486K
$35.1M
|
|
May 12, 2022
Q1 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
101K+ 18.6% |
$6.4M - $7.64M
|
645K
$46.6M
|
|
May 16, 2022
Q1 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
99.2K+ 61.13% |
$6.28M - $7.49M
|
261K
$18.9M
|
|
May 12, 2022
Q1 2022
|
F3 Logic, LLC
|
BUY
|
- |
99K+ 19.97% |
$6.26M - $7.47M
|
595K
$42.9M
|
|
May 13, 2022
Q1 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
98.5K+ 31.17% |
$6.23M - $7.43M
|
414K
$29.9M
|
|
Mar 24, 2023
Q1 2022
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
97.9K+ 56.9% |
$6.19M - $7.39M
|
270K
$19.5M
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
97.1K+ 7.27% |
$6.15M - $7.33M
|
1.43M
$104M
|
|
May 16, 2022
Q1 2022
|
Conrad N. Hilton Foundation
Agoura Hills, CA |
BUY
|
- |
90.2K+ 5.0% |
$5.7M - $6.81M
|
1.89M
$137M
|
|
May 16, 2022
Q1 2022
|
Amtrust Financial Services, Inc.
New York, NY |
BUY
|
- |
90KNew |
$5.69M - $6.79M
|
90K
$6.5M
|
|
Jun 27, 2023
Q1 2022
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
88.4K+ 24.09% |
$5.59M - $6.67M
|
455K
$32.9M
|
|
May 16, 2022
Q1 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
87.6K+ 579.37% |
$5.54M - $6.61M
|
103K
$7.42M
|
|
May 13, 2022
Q1 2022
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
87.2K+ 2.38% |
$5.52M - $6.58M
|
3.74M
$270M
|
|
Apr 20, 2022
Q1 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
87.1K+ 213.92% |
$5.51M - $6.57M
|
128K
$9.22M
|
|
May 02, 2022
Q1 2022
|
Spc Financial, Inc.
|
BUY
|
- |
86.7K+ 11.05% |
$5.48M - $6.54M
|
871K
$62.9M
|
|
Apr 05, 2022
Q1 2022
|
Wedmont Private Capital
|
BUY
|
- |
85.3K+ 114.96% |
$5.39M - $6.44M
|
159K
$11.5M
|
|
May 02, 2022
Q1 2022
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
82.6K+ 237.14% |
$5.23M - $6.24M
|
117K
$8.48M
|
|
May 13, 2022
Q1 2022
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
82K+ 57.33% |
$5.19M - $6.19M
|
225K
$16.2M
|
|
May 09, 2022
Q1 2022
|
First Business Financial Services, Inc.
|
BUY
|
- |
81.6K+ 5.04% |
$5.16M - $6.16M
|
1.7M
$123M
|
|
May 02, 2022
Q1 2022
|
Texas Capital Bancshares Inc
|
BUY
|
- |
81.3K+ 431.57% |
$5.14M - $6.14M
|
100K
$7.23M
|
|
Apr 25, 2022
Q1 2022
|
Aries Wealth Management
|
BUY
|
- |
80.6KNew |
$5.1M - $6.08M
|
80.6K
$5.82M
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
BUY
|
- |
79.9K+ 10037.94% |
$5.05M - $6.03M
|
80.7K
$5.83M
|
|
May 10, 2022
Q1 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
78.4K+ 15.37% |
$4.96M - $5.92M
|
589K
$42.5M
|
|
May 10, 2022
Q1 2022
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
78.2K+ 37.33% |
$4.95M - $5.9M
|
288K
$20.8M
|
|
May 16, 2022
Q1 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
77.5K+ 175.95% |
$4.9M - $5.85M
|
122K
$8.78M
|
|
Apr 15, 2022
Q1 2022
|
Paladin Advisory Group, LLC
|
BUY
|
- |
77.3KNew |
$4.89M - $5.84M
|
77.3K
$5.58M
|
|
Apr 27, 2022
Q1 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
75.6K+ 13.49% |
$4.78M - $5.71M
|
636K
$45.9M
|
|
Apr 11, 2022
Q1 2022
|
Karp Capital Management Corp
|
BUY
|
- |
75K+ 44.91% |
$4.74M - $5.66M
|
242K
$17.5M
|
|
Apr 21, 2022
Q1 2022
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
75K+ 73.77% |
$4.74M - $5.66M
|
177K
$12.8M
|
|
Apr 20, 2022
Q1 2022
|
Blb&B Advisors, LLC
|
BUY
|
- |
74.1K+ 31.04% |
$4.69M - $5.6M
|
313K
$22.6M
|
|
Apr 18, 2022
Q1 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
72.1K+ 60.85% |
$4.56M - $5.44M
|
190K
$13.8M
|
|
May 05, 2022
Q1 2022
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
71.3K+ 4.21% |
$4.51M - $5.38M
|
1.77M
$127M
|