Purchases and Sales Made in Q3 2021 in Ishares Tr (IEFA)
This table provides information about the institutional ownership of Ishares Tr (IEFA) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2021
Q3 2021
|
Argent Capital Management LLC
|
BUY
|
- |
2.98KNew |
$218K - $233K
|
2.98K
$228K
|
|
|
Nov 10, 2021
Q3 2021
|
Essex Financial Services, Inc.
|
BUY
|
- |
2.96K+ 35.24% |
$216K - $232K
|
11.4K
$869K
|
|
|
Oct 28, 2021
Q3 2021
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
2.96K+ 3.58% |
$216K - $232K
|
85.8K
$6.55M
|
|
|
Oct 18, 2021
Q3 2021
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
2.96K+ 29.9% |
$216K - $231K
|
12.9K
$982K
|
|
|
Oct 15, 2021
Q3 2021
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
2.94K+ 3.7% |
$215K - $230K
|
82.5K
$6.3M
|
|
|
Nov 09, 2021
Q3 2021
|
Private Ocean, LLC
|
BUY
|
- |
2.91K+ 52.92% |
$213K - $228K
|
8.42K
$643K
|
|
|
Nov 16, 2021
Q3 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.9K+ 11.25% |
$211K - $227K
|
28.7K
$2.19M
|
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.86K+ 8.68% |
$209K - $224K
|
35.9K
$2.74M
|
|
|
Nov 12, 2021
Q3 2021
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
2.86K+ 0.66% |
$209K - $224K
|
438K
$33.5M
|
|
|
Nov 08, 2021
Q3 2021
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
2.84K+ 11837.5% |
$207K - $222K
|
2.87K
$219K
|
|
|
Nov 15, 2021
Q3 2021
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
2.83KNew |
$206K - $221K
|
2.83K
$216K
|
|
|
Nov 12, 2021
Q3 2021
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
2.82KNew |
$205K - $220K
|
2.82K
$215K
|
|
|
Oct 28, 2021
Q3 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
2.81K+ 18.45% |
$205K - $220K
|
18K
$1.38M
|
|
|
Nov 01, 2021
Q3 2021
|
Element Wealth, LLC
|
BUY
|
- |
2.8K+ 2.51% |
$204K - $219K
|
114K
$8.72M
|
|
|
Nov 02, 2021
Q3 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.78K+ 1.93% |
$203K - $217K
|
147K
$11.2M
|
|
|
Oct 14, 2021
Q3 2021
|
Winthrop Advisory Group LLC
|
BUY
|
- |
2.77KNew |
$202K - $216K
|
2.77K
$211K
|
|
|
Oct 25, 2021
Q3 2021
|
Highland Capital Management, LLC
|
BUY
|
- |
2.75K+ 1.3% |
$201K - $215K
|
214K
$16.4M
|
|
|
Oct 18, 2024
Q3 2021
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
2.75KNew |
$201K - $215K
|
2.75K
$210K
|
|
|
Oct 21, 2021
Q3 2021
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
2.74KNew |
$200K - $214K
|
2.74K
$209K
|
|
|
Nov 08, 2021
Q3 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.73K+ 6.35% |
$199K - $213K
|
45.7K
$3.49M
|
|
|
Dec 13, 2023
Q3 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.73K+ 6.35% |
$199K - $213K
|
45.7K
$3.49M
|
|
|
Oct 21, 2021
Q3 2021
|
Townsend Asset Management Corp
|
BUY
|
- |
2.72K+ 51.14% |
$199K - $213K
|
8.04K
$614K
|
|
|
Nov 12, 2021
Q3 2021
|
Peninsula Asset Management Inc
Bradenton, FL |
BUY
|
- |
2.69K+ 6.27% |
$197K - $211K
|
45.7K
$3.49M
|
|
|
Oct 19, 2021
Q3 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
2.68K+ 7.41% |
$196K - $210K
|
38.9K
$2.97M
|
|
|
Oct 28, 2021
Q3 2021
|
Grove Bank & Trust
|
BUY
|
- |
2.68K+ 1.36% |
$196K - $210K
|
199K
$15.2M
|
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
2.67K+ 1.02% |
$195K - $209K
|
264K
$20.2M
|
|
|
Nov 04, 2021
Q3 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
2.62K+ 2.53% |
$191K - $205K
|
106K
$8.09M
|
|
|
Oct 27, 2021
Q3 2021
|
Westside Investment Management, Inc.
|
BUY
|
- |
2.61K+ 2.39% |
$190K - $204K
|
112K
$8.54M
|
|
|
Oct 14, 2021
Q3 2021
|
Latitude Advisors, LLC
|
BUY
|
- |
2.6K+ 93.3% |
$190K - $204K
|
5.39K
$412K
|
|
|
Oct 25, 2021
Q3 2021
|
Palisade Asset Management, LLC
|
BUY
|
- |
2.59K+ 18.28% |
$189K - $202K
|
16.8K
$1.28M
|
|
|
Oct 07, 2021
Q3 2021
|
New England Guild Wealth Advisors, Inc.
|
BUY
|
- |
2.58K+ 3.72% |
$189K - $202K
|
72.1K
$5.51M
|
|
|
Nov 03, 2021
Q3 2021
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
2.51K+ 15.14% |
$183K - $196K
|
19.1K
$1.46M
|
|
|
Oct 26, 2021
Q3 2021
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
2.51K+ 6.22% |
$183K - $196K
|
42.8K
$3.27M
|
|
|
Oct 19, 2021
Q3 2021
|
Roth Financial Partners LLC
|
BUY
|
- |
2.47K+ 0.72% |
$180K - $193K
|
344K
$26.3M
|
|
|
Nov 01, 2021
Q3 2021
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
2.46K+ 44.55% |
$180K - $192K
|
7.99K
$610K
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.44K+ 114.01% |
$178K - $191K
|
4.58K
$350K
|
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
2.43K+ 13.9% |
$177K - $190K
|
19.9K
$1.52M
|
|
|
Nov 01, 2021
Q3 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
2.42K+ 10.2% |
$177K - $189K
|
26.1K
$2M
|
|
|
Nov 15, 2021
Q3 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
2.42K+ 27.23% |
$176K - $189K
|
11.3K
$863K
|
|
|
Oct 14, 2021
Q3 2021
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
2.34K+ 0.93% |
$171K - $183K
|
254K
$19.4M
|
|
|
Oct 21, 2021
Q3 2021
|
Hanson & Doremus Investment Management
|
BUY
|
- |
2.33KNew |
$170K - $182K
|
2.33K
$178K
|
|
|
Oct 13, 2021
Q3 2021
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
2.32K+ 1.68% |
$169K - $181K
|
140K
$10.7M
|
|
|
Nov 08, 2021
Q3 2021
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
2.3K+ 7.57% |
$168K - $180K
|
32.6K
$2.49M
|
|
|
Nov 08, 2021
Q3 2021
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
2.26K+ 1.24% |
$165K - $176K
|
185K
$14.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Beacon Financial Advisory LLC
|
BUY
|
- |
2.25K+ 20.36% |
$164K - $176K
|
13.3K
$1.02M
|
|
|
Nov 04, 2021
Q3 2021
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
2.25K+ 367.05% |
$164K - $176K
|
2.86K
$219K
|
|
|
Nov 09, 2021
Q3 2021
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
2.24K+ 20.12% |
$164K - $175K
|
13.4K
$1.02M
|
|
|
Nov 12, 2021
Q3 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
2.24K+ 13.0% |
$163K - $175K
|
19.5K
$1.49M
|
|
|
Nov 12, 2021
Q3 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
2.18K+ 21.63% |
$159K - $171K
|
12.3K
$937K
|
|
|
Nov 16, 2021
Q3 2021
|
E Rn Financial, LLC
|
BUY
|
- |
2.18K+ 3.54% |
$159K - $170K
|
63.7K
$4.87M
|