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
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
39.6K+ 24.14% |
$2.5M - $2.99M
|
203K
$14.7M
|
|
|
May 12, 2022
Q1 2022
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
39.5K+ 54.85% |
$2.5M - $2.98M
|
112K
$8.06M
|
|
|
May 16, 2022
Q1 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
39.1K+ 21.58% |
$2.48M - $2.95M
|
221K
$15.9M
|
|
|
May 10, 2022
Q1 2022
|
Cutler Investment Counsel LLC
|
BUY
|
- |
37.9K+ 15.83% |
$2.4M - $2.86M
|
277K
$20.1M
|
|
|
Apr 26, 2022
Q1 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
37.8K+ 11.63% |
$2.39M - $2.85M
|
363K
$26.2M
|
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
37.6K+ 4.89% |
$2.38M - $2.84M
|
807K
$58.3M
|
|
|
Feb 14, 2024
Q1 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
37.6K+ 4.89% |
$2.38M - $2.84M
|
807K
$58.3M
|
|
|
Apr 21, 2022
Q1 2022
|
Berkshire Bank
|
BUY
|
- |
37.6K+ 31.19% |
$2.38M - $2.84M
|
158K
$11.4M
|
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
37K+ 2.47% |
$2.34M - $2.79M
|
1.54M
$111M
|
|
|
May 03, 2022
Q1 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
36.9K+ 4.46% |
$2.33M - $2.79M
|
864K
$62.5M
|
|
|
Apr 07, 2022
Q1 2022
|
Holland Advisory Services, Inc.
|
BUY
|
- |
36.6K+ 35.51% |
$2.31M - $2.76M
|
140K
$10.1M
|
|
|
Apr 25, 2022
Q1 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
35.8K+ 2.8% |
$2.26M - $2.7M
|
1.31M
$94.8M
|
|
|
Apr 20, 2022
Q1 2022
|
Private Capital Management LLC
|
BUY
|
- |
35.5K+ 20.19% |
$2.25M - $2.68M
|
212K
$15.3M
|
|
|
May 09, 2022
Q1 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
35K+ 138.82% |
$2.21M - $2.64M
|
60.1K
$4.35M
|
|
|
Apr 25, 2022
Q1 2022
|
Bell Bank
|
BUY
|
- |
34.8K+ 1.81% |
$2.2M - $2.63M
|
1.95M
$141M
|
|
|
May 11, 2022
Q1 2022
|
Opus Investment Management Inc
|
BUY
|
- |
33.7K+ 76.61% |
$2.13M - $2.54M
|
77.6K
$5.61M
|
|
|
May 10, 2022
Q1 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
33.5K+ 16.88% |
$2.12M - $2.53M
|
232K
$16.8M
|
|
|
May 09, 2022
Q1 2022
|
Lake Street Financial LLC
|
BUY
|
- |
33.2KNew |
$2.1M - $2.51M
|
33.2K
$2.4M
|
|
|
Apr 15, 2022
Q1 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
33.1K+ 70.37% |
$2.09M - $2.5M
|
80.1K
$5.79M
|
|
|
Apr 25, 2022
Q1 2022
|
Ledyard National Bank
|
BUY
|
- |
32.8K+ 6.61% |
$2.07M - $2.47M
|
528K
$38.2M
|
|
|
Apr 20, 2022
Q1 2022
|
Leverty Financial Group, LLC
|
BUY
|
- |
32.6KNew |
$2.06M - $2.46M
|
32.6K
$2.36M
|
|
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
31.6K+ 55.91% |
$2M - $2.39M
|
88.1K
$6.37M
|
|
|
May 10, 2022
Q1 2022
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
30.8K+ 4.17% |
$1.95M - $2.33M
|
770K
$55.7M
|
|
|
May 02, 2022
Q1 2022
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
30.8K+ 211.85% |
$1.95M - $2.33M
|
45.4K
$3.28M
|
|
|
May 05, 2022
Q1 2022
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
30.8K+ 1.41% |
$1.95M - $2.33M
|
2.22M
$161M
|
|
|
May 12, 2022
Q1 2022
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
30.8K+ 188.83% |
$1.95M - $2.32M
|
47.1K
$3.4M
|
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
30.7K+ 10.92% |
$1.94M - $2.32M
|
312K
$22.6M
|
|
|
May 02, 2022
Q1 2022
|
Davenport & CO LLC
|
BUY
|
- |
30.4K+ 16.21% |
$1.93M - $2.3M
|
218K
$15.8M
|
|
|
May 05, 2022
Q1 2022
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
30.3K+ 42.03% |
$1.92M - $2.29M
|
102K
$7.4M
|
|
|
May 12, 2022
Q1 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
30.2K+ 12.88% |
$1.91M - $2.28M
|
264K
$19.1M
|
|
|
Apr 19, 2022
Q1 2022
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
29.9K+ 8.39% |
$1.89M - $2.25M
|
386K
$27.9M
|
|
|
Apr 21, 2022
Q1 2022
|
Wade Financial Advisory, Inc
|
BUY
|
- |
29.1K+ 64.01% |
$1.84M - $2.2M
|
74.6K
$5.39M
|
|
|
Apr 18, 2022
Q1 2022
|
New England Guild Wealth Advisors, Inc.
|
BUY
|
- |
28.7K+ 38.99% |
$1.82M - $2.17M
|
102K
$7.4M
|
|
|
May 13, 2022
Q1 2022
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
28.6K+ 3.91% |
$1.81M - $2.16M
|
758K
$54.8M
|
|
|
Apr 26, 2022
Q1 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
28.3K+ 6.06% |
$1.79M - $2.14M
|
496K
$35.8M
|
|
|
May 10, 2022
Q1 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
27.9K+ 57.77% |
$1.76M - $2.1M
|
76.2K
$5.51M
|
|
|
Apr 28, 2022
Q1 2022
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
27.8K+ 13.47% |
$1.76M - $2.1M
|
234K
$16.9M
|
|
|
May 13, 2022
Q1 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
27.5K+ 51.21% |
$1.74M - $2.07M
|
81.1K
$5.86M
|
|
|
Apr 18, 2022
Q1 2022
|
Defined Wealth Management, LLC
|
BUY
|
- |
26.7K+ 82.49% |
$1.69M - $2.01M
|
59K
$4.27M
|
|
|
Apr 06, 2022
Q1 2022
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
26.6K+ 5.95% |
$1.68M - $2.01M
|
473K
$34.2M
|
|
|
May 13, 2022
Q1 2022
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
26.5KNew |
$1.68M - $2M
|
26.5K
$1.92M
|
|
|
Aug 05, 2022
Q1 2022
|
Gds Wealth Management
|
BUY
|
- |
26.3K+ 6.74% |
$1.67M - $1.99M
|
417K
$30.2M
|
|
|
May 06, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
26K+ 6.34% |
$1.65M - $1.96M
|
436K
$31.6M
|
|
|
Dec 01, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
26K+ 6.34% |
$1.65M - $1.96M
|
436K
$31.6M
|
|
|
Apr 26, 2022
Q1 2022
|
Petix & Botte CO
|
BUY
|
- |
25.8K+ 135.43% |
$1.63M - $1.95M
|
44.9K
$3.24M
|
|
|
May 03, 2022
Q1 2022
|
Goal Vest Advisory LLC
|
BUY
|
- |
25.7K+ 130.3% |
$1.62M - $1.94M
|
45.4K
$3.28M
|
|
|
Apr 07, 2022
Q1 2022
|
My Legacy Advisors, LLC
|
BUY
|
- |
25.5KNew |
$1.61M - $1.92M
|
25.5K
$1.84M
|
|
|
Apr 25, 2022
Q1 2022
|
Hudson Capital Management LLC
|
BUY
|
- |
24.6K+ 10.36% |
$1.56M - $1.86M
|
262K
$19M
|
|
|
Apr 12, 2022
Q1 2022
|
Ccg Wealth Management, LLC
|
BUY
|
- |
24.5K+ 15.31% |
$1.55M - $1.85M
|
185K
$13.4M
|
|
|
May 02, 2022
Q1 2022
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
24.1K+ 12.03% |
$1.52M - $1.82M
|
224K
$16.2M
|