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 15, 2022
Q1 2022
|
Columbia Trust CO 01012016
|
BUY
|
- |
15.7K+ 71.35% |
$992K - $1.18M
|
37.7K
$2.72M
|
|
|
May 16, 2022
Q1 2022
|
Raymond James Trust Co. Of Nh
|
BUY
|
- |
15.7KNew |
$991K - $1.18M
|
15.7K
$1.13M
|
|
|
May 11, 2022
Q1 2022
|
New Perspectives, Inc
Tougaloo, MS |
BUY
|
- |
15.4K+ 6.54% |
$976K - $1.16M
|
251K
$18.2M
|
|
|
May 11, 2022
Q1 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
15.2K+ 6.0% |
$959K - $1.14M
|
268K
$19.4M
|
|
|
May 16, 2022
Q1 2022
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
14.9K+ 49.77% |
$945K - $1.13M
|
45K
$3.25M
|
|
|
May 06, 2022
Q1 2022
|
Aspiriant, LLC
|
BUY
|
- |
14.8K+ 13.6% |
$935K - $1.12M
|
123K
$8.93M
|
|
|
Apr 11, 2022
Q1 2022
|
Apella Capital, LLC
|
BUY
|
- |
14.6K+ 165.79% |
$926K - $1.1M
|
23.5K
$1.7M
|
|
|
Apr 27, 2022
Q1 2022
|
Comerica Bank
|
BUY
|
- |
14.4K+ 5.21% |
$913K - $1.09M
|
292K
$21.1M
|
|
|
May 13, 2022
Q1 2022
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
14.4K+ 134.64% |
$912K - $1.09M
|
25.1K
$1.82M
|
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
14.2K+ 4.81% |
$898K - $1.07M
|
309K
$22.4M
|
|
|
Apr 19, 2022
Q1 2022
|
Lincoln Capital Corp
|
BUY
|
- |
14K+ 9.98% |
$887K - $1.06M
|
155K
$11.2M
|
|
|
May 12, 2022
Q1 2022
|
Bahl & Gaynor Inc
|
BUY
|
- |
14K+ 11.97% |
$885K - $1.06M
|
131K
$9.46M
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
13.9K+ 6.67% |
$881K - $1.05M
|
223K
$16.1M
|
|
|
May 10, 2022
Q1 2022
|
Shelton Wealth Management, LLC
|
BUY
|
- |
13.9K+ 45.26% |
$878K - $1.05M
|
44.5K
$3.22M
|
|
|
Apr 22, 2022
Q1 2022
|
Bishop & CO Investment Management, LLC
|
BUY
|
- |
13.6K+ 3.92% |
$859K - $1.02M
|
360K
$26M
|
|
|
May 10, 2022
Q1 2022
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
13.6K+ 1.5% |
$858K - $1.02M
|
917K
$66.3M
|
|
|
May 16, 2022
Q1 2022
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
13.2K+ 14.45% |
$835K - $996K
|
105K
$7.56M
|
|
|
Jul 20, 2023
Q1 2022
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
13.1K+ 293.95% |
$830K - $990K
|
17.6K
$1.27M
|
|
|
May 12, 2022
Q1 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
13K+ 68.08% |
$821K - $980K
|
32K
$2.32M
|
|
|
Apr 14, 2022
Q1 2022
|
Schwab Charitable Fund
|
BUY
|
- |
13K+ 10.97% |
$820K - $978K
|
131K
$9.48M
|
|
|
Apr 11, 2022
Q1 2022
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
12.6KNew |
$798K - $952K
|
12.6K
$912K
|
|
|
May 13, 2022
Q1 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
12.6KNew |
$794K - $947K
|
12.6K
$907K
|
|
|
May 04, 2022
Q1 2022
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
12.5K+ 7.96% |
$792K - $945K
|
170K
$12.3M
|
|
|
Apr 15, 2022
Q1 2022
|
Domani Wealth, LLC
|
BUY
|
- |
12.4KNew |
$782K - $933K
|
12.4K
$894K
|
|
|
May 12, 2022
Q1 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
12.4K+ 16.22% |
$782K - $933K
|
88.6K
$6.4M
|
|
|
May 10, 2022
Q1 2022
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
12.3K+ 4.87% |
$781K - $931K
|
266K
$19.2M
|
|
|
Apr 18, 2022
Q1 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
12.3K+ 37.58% |
$780K - $931K
|
45.2K
$3.26M
|
|
|
Apr 25, 2022
Q1 2022
|
Grant
|
BUY
|
- |
12.2KNew |
$774K - $924K
|
12.2K
$885K
|
|
|
May 04, 2022
Q1 2022
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
12.1K+ 2.14% |
$766K - $915K
|
579K
$41.9M
|
|
|
Apr 22, 2022
Q1 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
12.1K+ 588.8% |
$765K - $913K
|
14.1K
$1.02M
|
|
|
May 17, 2022
Q1 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
12.1K+ 9.54% |
$762K - $910K
|
138K
$10M
|
|
|
May 13, 2022
Q1 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
12K+ 3.3% |
$756K - $902K
|
375K
$27.1M
|
|
|
May 09, 2022
Q1 2022
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
11.9K+ 10.94% |
$753K - $899K
|
121K
$8.73M
|
|
|
May 13, 2022
Q1 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
11.9K+ 39.38% |
$752K - $897K
|
42.1K
$3.04M
|
|
|
May 02, 2022
Q1 2022
|
Hnp Capital LLC
|
BUY
|
- |
11.8KNew |
$747K - $891K
|
11.8K
$854K
|
|
|
May 11, 2022
Q1 2022
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
11.8K+ 6.08% |
$744K - $888K
|
205K
$14.8M
|
|
|
Apr 11, 2022
Q1 2022
|
Strategy Asset Managers LLC
|
BUY
|
- |
11.6KNew |
$734K - $876K
|
11.6K
$839K
|
|
|
Apr 18, 2022
Q1 2022
|
Spire Wealth Management
|
BUY
|
- |
11.6K+ 4.01% |
$734K - $876K
|
301K
$21.7M
|
|
|
May 04, 2022
Q1 2022
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
11.6K+ 5.76% |
$732K - $873K
|
212K
$15.3M
|
|
|
Apr 19, 2022
Q1 2022
|
Ellevest, Inc.
|
BUY
|
- |
11.4K+ 15.08% |
$723K - $862K
|
87.2K
$6.3M
|
|
|
Apr 14, 2022
Q1 2022
|
Financial Planners Of Cleveland, Inc.
Mayfield Heights, OH |
BUY
|
- |
11.4KNew |
$719K - $858K
|
11.4K
$822K
|
|
|
Apr 25, 2022
Q1 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
11.4K+ 4.96% |
$718K - $857K
|
240K
$17.4M
|
|
|
Apr 27, 2022
Q1 2022
|
Sage Rhino Capital LLC
|
BUY
|
- |
11.4K+ 5.93% |
$718K - $857K
|
203K
$14.7M
|
|
|
May 13, 2022
Q1 2022
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
11.4K+ 34.83% |
$718K - $857K
|
43.9K
$3.18M
|
|
|
Apr 19, 2022
Q1 2022
|
Wedbush Securities Inc
|
BUY
|
- |
11K+ 54.28% |
$696K - $831K
|
31.3K
$2.26M
|
|
|
Jul 17, 2024
Q1 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
10.9K+ 1774.35% |
$691K - $825K
|
11.5K
$835K
|
|
|
May 03, 2022
Q1 2022
|
Motive Wealth Advisors
|
BUY
|
- |
10.9K+ 12.78% |
$688K - $821K
|
96K
$6.94M
|
|
|
Apr 29, 2022
Q1 2022
|
Wbh Advisory Inc
|
BUY
|
- |
10.8K+ 8.68% |
$685K - $817K
|
136K
$9.8M
|
|
|
Apr 28, 2022
Q1 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
10.8K+ 6.95% |
$685K - $817K
|
167K
$12M
|
|
|
May 13, 2022
Q1 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
10.8K+ 2.78% |
$681K - $812K
|
397K
$28.7M
|