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 11, 2022
Q1 2022
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
10.5K+ 7.34% |
$662K - $789K
|
153K
$11M
|
|
|
May 16, 2022
Q1 2022
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
10.4K+ 2.75% |
$661K - $788K
|
390K
$28.2M
|
|
|
May 11, 2022
Q1 2022
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
10.4K+ 8.42% |
$659K - $786K
|
134K
$9.67M
|
|
|
May 12, 2022
Q1 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
10.4K+ 32.22% |
$657K - $784K
|
42.6K
$3.08M
|
|
|
May 13, 2022
Q1 2022
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
10.2K+ 12.91% |
$645K - $769K
|
89.2K
$6.44M
|
|
|
May 10, 2022
Q1 2022
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
10.2K+ 5.46% |
$644K - $769K
|
197K
$14.2M
|
|
|
May 16, 2022
Q1 2022
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
10.2K+ 4.26% |
$643K - $768K
|
249K
$18M
|
|
|
Apr 25, 2022
Q1 2022
|
Omega Financial Group, LLC
|
BUY
|
- |
10.1K+ 14.31% |
$638K - $762K
|
80.6K
$5.82M
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
10.1K+ 196.14% |
$637K - $760K
|
15.2K
$1.1M
|
|
|
May 13, 2022
Q1 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
10K+ 4.56% |
$635K - $757K
|
230K
$16.6M
|
|
|
May 09, 2022
Q1 2022
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
9.93K+ 44.69% |
$628K - $749K
|
32.1K
$2.32M
|
|
|
May 13, 2022
Q1 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
9.88K+ 64.59% |
$625K - $746K
|
25.2K
$1.82M
|
|
|
Apr 27, 2022
Q1 2022
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
9.84K+ 2.86% |
$622K - $743K
|
354K
$25.6M
|
|
|
May 09, 2022
Q1 2022
|
Cx Institutional
|
BUY
|
- |
9.77K+ 4.22% |
$618K - $738K
|
241K
$17.4M
|
|
|
May 11, 2022
Q1 2022
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
9.74K+ 11.24% |
$616K - $735K
|
96.4K
$6.96M
|
|
|
May 13, 2022
Q1 2022
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
9.69K+ 4.67% |
$613K - $731K
|
217K
$15.7M
|
|
|
May 12, 2022
Q1 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
9.29K+ 13.34% |
$587K - $701K
|
78.9K
$5.7M
|
|
|
Apr 20, 2022
Q1 2022
|
First United Bank & Trust
|
BUY
|
- |
9.17K+ 17.07% |
$580K - $692K
|
62.9K
$4.54M
|
|
|
Apr 13, 2022
Q1 2022
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
9.17K+ 4.67% |
$580K - $692K
|
205K
$14.8M
|
|
|
Apr 26, 2022
Q1 2022
|
Crestmont Private Wealth LLC
|
BUY
|
- |
8.97K+ 15.07% |
$568K - $677K
|
68.5K
$4.95M
|
|
|
May 16, 2022
Q1 2022
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
8.96K+ 148.18% |
$567K - $676K
|
15K
$1.08M
|
|
|
May 11, 2022
Q1 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
8.85K+ 10.66% |
$560K - $668K
|
91.9K
$6.63M
|
|
|
May 13, 2022
Q1 2022
|
Cpwm, LLC
Seattle, WA |
BUY
|
- |
8.81K+ 58.13% |
$557K - $665K
|
24K
$1.73M
|
|
|
Apr 29, 2022
Q1 2022
|
Nbt Bank N A
|
BUY
|
- |
8.64K+ 5.7% |
$547K - $652K
|
160K
$11.6M
|
|
|
Apr 07, 2022
Q1 2022
|
Bremer Bank National Association
|
BUY
|
- |
8.57K+ 2.53% |
$542K - $647K
|
347K
$25.1M
|
|
|
May 10, 2022
Q1 2022
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
8.5K+ 17.47% |
$538K - $642K
|
57.2K
$4.13M
|
|
|
May 05, 2022
Q1 2022
|
Human Investing LLC
|
BUY
|
- |
8.49K+ 6.84% |
$537K - $641K
|
132K
$9.57M
|
|
|
May 13, 2022
Q1 2022
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
8.47K+ 4.42% |
$536K - $639K
|
200K
$14.5M
|
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
BUY
|
- |
8.12K+ 14.06% |
$514K - $613K
|
65.9K
$4.76M
|
|
|
May 12, 2022
Q1 2022
|
Facet Wealth, Inc.
|
BUY
|
- |
8.09K+ 5.84% |
$512K - $611K
|
147K
$10.6M
|
|
|
May 10, 2022
Q1 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
8.05K+ 18.55% |
$509K - $608K
|
51.4K
$3.71M
|
|
|
May 13, 2022
Q1 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
8.03K+ 8.71% |
$508K - $606K
|
100K
$7.24M
|
|
|
Apr 21, 2022
Q1 2022
|
Sja Financial Advisory, LLC
|
BUY
|
- |
7.97K+ 2.77% |
$504K - $602K
|
295K
$21.3M
|
|
|
Apr 13, 2022
Q1 2022
|
Webster Bank, N. A.
|
BUY
|
- |
7.88K+ 6.48% |
$498K - $594K
|
129K
$9.34M
|
|
|
May 06, 2022
Q1 2022
|
Jordan Park Group LLC
|
BUY
|
- |
7.63K+ 3.84% |
$482K - $576K
|
206K
$14.9M
|
|
|
Apr 28, 2022
Q1 2022
|
Single Point Partners, LLC
|
BUY
|
- |
7.62K+ 5.57% |
$482K - $575K
|
144K
$10.4M
|
|
|
Apr 27, 2022
Q1 2022
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
7.6K+ 117.1% |
$481K - $574K
|
14.1K
$1.02M
|
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
7.56K+ 7.26% |
$478K - $570K
|
112K
$8.06M
|
|
|
May 13, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
7.46K+ 3.49% |
$472K - $563K
|
222K
$16M
|
|
|
May 12, 2022
Q1 2022
|
Tompkins Financial Corp
|
BUY
|
- |
7.46K+ 469.9% |
$472K - $563K
|
9.05K
$653K
|
|
|
May 16, 2022
Q1 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
7.29K+ 13.58% |
$461K - $550K
|
60.9K
$4.4M
|
|
|
May 05, 2022
Q1 2022
|
Guidance Point Advisors, LLC
|
BUY
|
- |
7.25K+ 4.22% |
$458K - $547K
|
179K
$12.9M
|
|
|
May 10, 2022
Q1 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
7.14K+ 13.68% |
$451K - $539K
|
59.3K
$4.28M
|
|
|
May 10, 2022
Q1 2022
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
7.1K+ 21.83% |
$449K - $536K
|
39.6K
$2.86M
|
|
|
May 16, 2022
Q1 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
7.05K+ 21.76% |
$446K - $532K
|
39.4K
$2.85M
|
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
6.99K+ 19.5% |
$442K - $528K
|
42.8K
$3.09M
|
|
|
May 20, 2022
Q1 2022
|
Cornerstone Advisory, LLC
|
BUY
|
- |
6.92K+ 27.41% |
$438K - $523K
|
32.2K
$2.32M
|
|
|
May 16, 2022
Q1 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
6.79K+ 3.37% |
$429K - $512K
|
208K
$15M
|
|
|
May 04, 2022
Q1 2022
|
Adviser Investments LLC
|
BUY
|
- |
6.66K+ 37.3% |
$421K - $502K
|
24.5K
$1.77M
|
|
|
May 02, 2022
Q1 2022
|
Madison Wealth Partners, Inc
|
BUY
|
- |
6.64K+ 97.55% |
$420K - $501K
|
13.4K
$971K
|