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 |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2022
Q1 2022
|
Trust CO Of Virginia
|
BUY
|
- |
71.1KNew |
$4.5M - $5.37M
|
71.1K
$5.14M
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
70.3K+ 10.06% |
$4.45M - $5.3M
|
769K
$55.6M
|
|
|
Apr 28, 2022
Q1 2022
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
70.2K+ 5.76% |
$4.44M - $5.3M
|
1.29M
$93.2M
|
|
|
May 12, 2022
Q1 2022
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
70K+ 132.19% |
$4.43M - $5.28M
|
123K
$8.89M
|
|
|
May 03, 2022
Q1 2022
|
Smith & Howard Wealth Management, LLC
|
BUY
|
- |
67.7K+ 30.75% |
$4.28M - $5.11M
|
288K
$20.8M
|
|
|
Apr 14, 2022
Q1 2022
|
Ritholtz Wealth Management
|
BUY
|
- |
67K+ 8.04% |
$4.24M - $5.05M
|
900K
$65.1M
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
66.9K+ 92.32% |
$4.23M - $5.05M
|
139K
$10.1M
|
|
|
May 09, 2022
Q1 2022
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
64K+ 37.81% |
$4.05M - $4.83M
|
233K
$16.9M
|
|
|
Apr 28, 2022
Q1 2022
|
Southern Farm Bureau Life Insurance
|
BUY
|
- |
63.9K+ 8.22% |
$4.04M - $4.83M
|
842K
$60.9M
|
|
|
May 03, 2022
Q1 2022
|
Matson Money. Inc.
|
BUY
|
- |
61.8K+ 3.4% |
$3.91M - $4.66M
|
1.88M
$136M
|
|
|
Apr 22, 2022
Q1 2022
|
Umb Bank, N.A.
|
BUY
|
- |
61.4K+ 5.75% |
$3.88M - $4.63M
|
1.13M
$81.6M
|
|
|
May 02, 2022
Q1 2022
|
Telos Capital Management, Inc.
|
BUY
|
- |
60.4KNew |
$3.82M - $4.56M
|
60.4K
$4.37M
|
|
|
Apr 13, 2022
Q1 2022
|
Winthrop Advisory Group LLC
|
BUY
|
- |
58.7KNew |
$3.71M - $4.43M
|
58.7K
$4.24M
|
|
|
May 13, 2022
Q1 2022
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
58.5K+ 21.64% |
$3.7M - $4.42M
|
329K
$23.8M
|
|
|
Apr 08, 2022
Q1 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
58.1K+ 19.61% |
$3.68M - $4.38M
|
354K
$25.6M
|
|
|
May 06, 2022
Q1 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
56.6K+ 19.78% |
$3.58M - $4.27M
|
343K
$24.8M
|
|
|
Apr 19, 2022
Q1 2022
|
Lvz, Inc.
|
BUY
|
- |
55.2K+ 7.85% |
$3.49M - $4.17M
|
758K
$54.8M
|
|
|
May 12, 2022
Q1 2022
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
54.3K+ 196.95% |
$3.44M - $4.1M
|
81.9K
$5.92M
|
|
|
Apr 29, 2022
Q1 2022
|
Gratus Capital LLC
|
BUY
|
- |
53.4K+ 7.02% |
$3.38M - $4.03M
|
814K
$58.9M
|
|
|
May 10, 2022
Q1 2022
|
Mai Capital Management
|
BUY
|
- |
51.2K+ 5.0% |
$3.24M - $3.86M
|
1.07M
$77.7M
|
|
|
May 06, 2022
Q1 2022
|
Grimes & Company, Inc.
|
BUY
|
- |
50.6K+ 5.52% |
$3.2M - $3.82M
|
968K
$70M
|
|
|
May 11, 2022
Q1 2022
|
Vicus Capital
State College, PA |
BUY
|
- |
50.3K+ 4.1% |
$3.18M - $3.8M
|
1.28M
$92.4M
|
|
|
May 13, 2022
Q1 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
50.2K+ 89.78% |
$3.17M - $3.79M
|
106K
$7.67M
|
|
|
Oct 03, 2022
Q1 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
49.5KNew |
$3.13M - $3.74M
|
49.5K
$3.58M
|
|
|
May 04, 2022
Q1 2022
|
Windsor Group LTD
|
BUY
|
- |
47.3K+ 74.54% |
$2.99M - $3.57M
|
111K
$8M
|
|
|
May 16, 2022
Q1 2022
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
47.1K+ 85.56% |
$2.98M - $3.56M
|
102K
$7.39M
|
|
|
Dec 20, 2022
Q1 2022
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
47.1K+ 85.56% |
$2.98M - $3.56M
|
102K
$7.39M
|
|
|
May 12, 2022
Q1 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
46.7K+ 1.61% |
$2.95M - $3.53M
|
2.95M
$213M
|
|
|
May 16, 2022
Q1 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
46.5K+ 4.55% |
$2.94M - $3.51M
|
1.07M
$77.3M
|
|
|
Apr 28, 2022
Q1 2022
|
Ckw Financial Group
|
BUY
|
- |
46.4K+ 2.83% |
$2.93M - $3.5M
|
1.69M
$122M
|
|
|
May 09, 2022
Q1 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
46.1K+ 12.78% |
$2.92M - $3.48M
|
407K
$29.4M
|
|
|
May 12, 2022
Q1 2022
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
45.8K+ 9.97% |
$2.9M - $3.46M
|
505K
$36.5M
|
|
|
Apr 18, 2022
Q1 2022
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
45.7K+ 6.99% |
$2.89M - $3.45M
|
699K
$50.6M
|
|
|
Apr 18, 2022
Q1 2022
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
45.5K+ 4.46% |
$2.88M - $3.43M
|
1.06M
$77M
|
|
|
May 17, 2022
Q1 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
45.4K+ 31.57% |
$2.87M - $3.43M
|
189K
$13.7M
|
|
|
May 04, 2022
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
45.1K+ 41.76% |
$2.85M - $3.4M
|
153K
$11.1M
|
|
|
Jan 27, 2023
Q1 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
45.1K+ 41.76% |
$2.85M - $3.4M
|
153K
$11.1M
|
|
|
May 05, 2022
Q1 2022
|
Daniels&Tansey,Llp
|
BUY
|
- |
44.9K+ 16.84% |
$2.84M - $3.39M
|
311K
$22.5M
|
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
44.2K+ 3.07% |
$2.8M - $3.34M
|
1.48M
$107M
|
|
|
May 16, 2022
Q1 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
44.2KNew |
$2.79M - $3.33M
|
44.2K
$3.19M
|
|
|
Apr 27, 2022
Q1 2022
|
Family Capital Trust CO
|
BUY
|
- |
43.9K+ 35.03% |
$2.78M - $3.32M
|
169K
$12.2M
|
|
|
May 17, 2022
Q1 2022
|
Wealth Architects, LLC
|
BUY
|
- |
43.9K+ 23.3% |
$2.78M - $3.31M
|
232K
$16.8M
|
|
|
May 11, 2022
Q1 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
43.6K+ 7.44% |
$2.76M - $3.29M
|
629K
$45.5M
|
|
|
Apr 19, 2022
Q1 2022
|
Graypoint LLC
|
BUY
|
- |
42.8K+ 57.13% |
$2.71M - $3.23M
|
118K
$8.51M
|
|
|
May 10, 2022
Q1 2022
|
Rkl Wealth Management LLC
|
BUY
|
- |
42.8K+ 3.38% |
$2.7M - $3.23M
|
1.31M
$94.6M
|
|
|
Apr 18, 2022
Q1 2022
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
42.7K+ 473.01% |
$2.7M - $3.22M
|
51.7K
$3.74M
|
|
|
Apr 11, 2022
Q1 2022
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
41.6K+ 7.64% |
$2.63M - $3.14M
|
586K
$42.4M
|
|
|
Apr 29, 2022
Q1 2022
|
Columbia Advisory Partners LLC
|
BUY
|
- |
40.4K+ 1389.17% |
$2.56M - $3.05M
|
43.3K
$3.13M
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
39.9K+ 5.35% |
$2.53M - $3.01M
|
786K
$56.8M
|
|
|
May 06, 2022
Q1 2022
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
39.9K+ 11.14% |
$2.52M - $3.01M
|
398K
$28.8M
|