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 08, 2022
Q1 2022
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
6.62K+ 1.57% |
$419K - $500K
|
429K
$31M
|
|
Apr 18, 2022
Q1 2022
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
6.6K+ 123.94% |
$418K - $498K
|
11.9K
$862K
|
|
May 13, 2022
Q1 2022
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
6.58K+ 47.94% |
$416K - $497K
|
20.3K
$1.47M
|
|
May 09, 2022
Q1 2022
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
6.54K+ 5.78% |
$414K - $493K
|
120K
$8.65M
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
6.52K+ 4.92% |
$413K - $492K
|
139K
$10M
|
|
May 16, 2022
Q1 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
6.49K+ 31.01% |
$411K - $490K
|
27.4K
$1.98M
|
|
Apr 27, 2022
Q1 2022
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
6.47K+ 5.03% |
$409K - $489K
|
135K
$9.77M
|
|
May 16, 2022
Q1 2022
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
6.46K+ 5.11% |
$409K - $488K
|
133K
$9.61M
|
|
Apr 25, 2022
Q1 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
6.44K+ 5.52% |
$407K - $486K
|
123K
$8.9M
|
|
May 26, 2022
Q1 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
6.4K+ 4.76% |
$405K - $483K
|
141K
$10.2M
|
|
May 10, 2022
Q1 2022
|
Nova R Wealth, Inc.
|
BUY
|
- |
6.33K+ 11.63% |
$400K - $478K
|
60.8K
$4.4M
|
|
Apr 14, 2022
Q1 2022
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
6.3K+ 5.0% |
$399K - $476K
|
132K
$9.57M
|
|
May 09, 2022
Q1 2022
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
6.16K+ 7.3% |
$390K - $465K
|
90.6K
$6.55M
|
|
Apr 07, 2022
Q1 2022
|
Rvw Wealth, LLC
|
BUY
|
- |
6.15K+ 70.73% |
$389K - $464K
|
14.8K
$1.07M
|
|
May 06, 2022
Q1 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
6.14KNew |
$388K - $463K
|
6.14K
$444K
|
|
Aug 09, 2022
Q1 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
6.1K+ 3629.76% |
$386K - $460K
|
6.27K
$453K
|
|
Apr 12, 2022
Q1 2022
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
6.08K+ 1.01% |
$384K - $459K
|
607K
$43.9M
|
|
May 05, 2022
Q1 2022
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
6.02K+ 67.14% |
$381K - $455K
|
15K
$1.08M
|
|
Apr 25, 2022
Q1 2022
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
6.02K+ 3.64% |
$381K - $454K
|
171K
$12.4M
|
|
May 13, 2022
Q1 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
6K+ 31.62% |
$380K - $453K
|
25K
$1.81M
|
|
Apr 14, 2022
Q1 2022
|
Bar Harbor Trust Services
Ellsworth, ME |
BUY
|
- |
6KNew |
$380K - $453K
|
6K
$434K
|
|
May 13, 2022
Q1 2022
|
Natixis
Paris, I0 |
BUY
|
- |
5.96K+ 3.11% |
$377K - $450K
|
198K
$14.3M
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
5.9K+ 12.54% |
$373K - $445K
|
52.9K
$3.83M
|
|
Apr 28, 2022
Q1 2022
|
Spearhead Capital Advisors, LLC
Wellington, FL |
BUY
|
- |
5.87KNew |
$372K - $443K
|
5.87K
$425K
|
|
May 05, 2022
Q1 2022
|
Noesis Capital Mangement Corp
|
BUY
|
- |
5.87K+ 130.59% |
$371K - $443K
|
10.4K
$749K
|
|
May 02, 2022
Q1 2022
|
Gsb Wealth Management, LLC
|
BUY
|
- |
5.85K+ 2180.97% |
$370K - $441K
|
6.11K
$442K
|
|
May 10, 2022
Q1 2022
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
5.84KNew |
$369K - $441K
|
5.84K
$422K
|
|
May 09, 2022
Q1 2022
|
Tenret CO LLC
|
BUY
|
- |
5.83KNew |
$369K - $440K
|
5.83K
$422K
|
|
May 05, 2022
Q1 2022
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
5.81K+ 6.39% |
$368K - $439K
|
96.9K
$7M
|
|
May 03, 2022
Q1 2022
|
Round Table Services, LLC
|
BUY
|
- |
5.78K+ 164.67% |
$366K - $436K
|
9.29K
$672K
|
|
May 12, 2022
Q1 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
5.69K+ 7.76% |
$360K - $429K
|
79K
$5.71M
|
|
Aug 08, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
5.69K+ 10.21% |
$360K - $429K
|
61.4K
$4.44M
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
5.58K+ 17.1% |
$353K - $421K
|
38.2K
$2.76M
|
|
May 06, 2022
Q1 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
5.55K+ 6.33% |
$351K - $419K
|
93.3K
$6.74M
|
|
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
5.54K+ 25.08% |
$350K - $418K
|
27.6K
$2M
|
|
May 16, 2022
Q1 2022
|
V Wealth Advisors LLC
|
BUY
|
- |
5.51K+ 24.7% |
$349K - $416K
|
27.8K
$2.01M
|
|
Apr 12, 2022
Q1 2022
|
Marietta Wealth Management, LLC
|
BUY
|
- |
5.47K+ 7.79% |
$346K - $413K
|
75.6K
$5.47M
|
|
Sep 07, 2022
Q1 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
5.47KNew |
$346K - $413K
|
5.47K
$395K
|
|
May 09, 2022
Q1 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
5.41K+ 18.59% |
$342K - $409K
|
34.5K
$2.5M
|
|
Apr 12, 2022
Q1 2022
|
Crestwood Advisors Group LLC
|
BUY
|
- |
5.38K+ 0.42% |
$341K - $406K
|
1.29M
$93.5M
|
|
Apr 14, 2022
Q1 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
5.33K+ 86.85% |
$337K - $402K
|
11.5K
$828K
|
|
Apr 19, 2022
Q1 2022
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
5.31K+ 17.74% |
$336K - $401K
|
35.3K
$2.55M
|
|
Apr 14, 2022
Q1 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
5.31K+ 0.77% |
$336K - $401K
|
698K
$50.5M
|
|
May 16, 2022
Q1 2022
|
United Bank
Vienna, VA |
BUY
|
- |
5.28KNew |
$334K - $398K
|
5.28K
$382K
|
|
May 02, 2022
Q1 2022
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
5.28K+ 25.57% |
$334K - $398K
|
25.9K
$1.87M
|
|
Apr 29, 2022
Q1 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
5.24K+ 15.77% |
$331K - $396K
|
38.5K
$2.78M
|
|
May 13, 2022
Q1 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
5.18K+ 63.36% |
$328K - $391K
|
13.4K
$966K
|
|
Apr 14, 2022
Q1 2022
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
5.14KNew |
$325K - $388K
|
5.14K
$371K
|
|
May 06, 2022
Q1 2022
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
5.08K+ 4.61% |
$321K - $383K
|
115K
$8.34M
|
|
Apr 20, 2022
Q1 2022
|
Jgp Wealth Management, LLC
|
BUY
|
- |
5.05K+ 21.57% |
$319K - $381K
|
28.4K
$2.06M
|