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 |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2021
Q3 2021
|
Essex Savings Bank
|
BUY
|
- |
1.58K+ 35.16% |
$115K - $124K
|
6.08K
$465K
|
|
|
Oct 14, 2021
Q3 2021
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
1.57K+ 5.23% |
$114K - $123K
|
31.6K
$2.41M
|
|
|
Oct 15, 2021
Q3 2021
|
Sym Financial Corp
|
BUY
|
- |
1.56KNew |
$114K - $122K
|
1.56K
$119K
|
|
|
Nov 04, 2021
Q3 2021
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
1.56K+ 5.98% |
$114K - $122K
|
27.7K
$2.11M
|
|
|
Nov 16, 2021
Q3 2021
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
1.55K+ 3.2% |
$113K - $121K
|
49.9K
$3.81M
|
|
|
Oct 19, 2021
Q3 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.54K+ 3.64% |
$113K - $121K
|
44K
$3.36M
|
|
|
Oct 12, 2021
Q3 2021
|
Windsor Group LTD
|
BUY
|
- |
1.53K+ 9.53% |
$111K - $119K
|
17.6K
$1.34M
|
|
|
Nov 02, 2021
Q3 2021
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
BUY
|
- |
1.52K+ 1.18% |
$111K - $119K
|
131K
$9.97M
|
|
|
Nov 08, 2021
Q3 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1.5K+ 72.34% |
$110K - $117K
|
3.58K
$273K
|
|
|
Nov 15, 2021
Q3 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
1.49K+ 13.02% |
$109K - $116K
|
12.9K
$986K
|
|
|
Nov 12, 2021
Q3 2021
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
1.49K+ 32.66% |
$109K - $116K
|
6.04K
$461K
|
|
|
Nov 05, 2021
Q3 2021
|
Lincoln National Corp
|
BUY
|
- |
1.48K+ 2.75% |
$108K - $115K
|
55.2K
$4.22M
|
|
|
Nov 10, 2021
Q3 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.43K+ 0.75% |
$105K - $112K
|
192K
$14.6M
|
|
|
Oct 18, 2021
Q3 2021
|
Asset Dedication, LLC
|
BUY
|
- |
1.42K+ 0.72% |
$104K - $111K
|
200K
$15.3M
|
|
|
Nov 12, 2021
Q3 2021
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
1.42K+ 0.67% |
$104K - $111K
|
214K
$16.3M
|
|
|
Oct 20, 2021
Q3 2021
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
1.41K+ 0.49% |
$103K - $111K
|
289K
$22.1M
|
|
|
Nov 12, 2021
Q3 2021
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1.41K+ 1.77% |
$103K - $110K
|
81.2K
$6.21M
|
|
|
Nov 12, 2021
Q3 2021
|
Fieldpoint Private Securities, LLC
|
BUY
|
- |
1.39K+ 237.61% |
$101K - $109K
|
1.98K
$151K
|
|
|
Nov 05, 2021
Q3 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.39K+ 2.46% |
$101K - $109K
|
57.8K
$4.42M
|
|
|
Nov 12, 2021
Q3 2021
|
Madden Advisory Services, Inc.
|
BUY
|
- |
1.36K+ 19.89% |
$99.5K - $107K
|
8.22K
$628K
|
|
|
Oct 07, 2021
Q3 2021
|
Corsicana & Co.
|
BUY
|
- |
1.32K+ 4.96% |
$96.4K - $103K
|
28K
$2.14M
|
|
|
Nov 12, 2021
Q3 2021
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
1.31K+ 2.24% |
$95.7K - $103K
|
59.9K
$4.57M
|
|
|
Nov 12, 2021
Q3 2021
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
1.31K+ 0.22% |
$95.7K - $103K
|
601K
$46M
|
|
|
Mar 04, 2025
Q3 2021
|
Berkeley, Inc
Boise, ID |
BUY
|
- |
1.29K+ 17.45% |
$94.3K - $101K
|
8.7K
$664K
|
|
|
Mar 28, 2025
Q3 2021
|
Berkeley, Inc
Boise, ID |
BUY
|
- |
1.29K+ 17.45% |
$94.3K - $101K
|
8.7K
$664K
|
|
|
Nov 08, 2021
Q3 2021
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.28K+ 27.81% |
$93.6K - $100K
|
5.9K
$450K
|
|
|
Oct 14, 2021
Q3 2021
|
Appleton Partners Inc
|
BUY
|
- |
1.28K+ 31.09% |
$93.6K - $100K
|
5.41K
$413K
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
1.28K+ 2.78% |
$93.2K - $99.9K
|
47.1K
$3.6M
|
|
|
Nov 12, 2021
Q3 2021
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
1.28K+ 41.6% |
$93.1K - $99.8K
|
4.34K
$332K
|
|
|
Oct 28, 2021
Q3 2021
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.27K+ 6.06% |
$92.5K - $99.1K
|
22.2K
$1.69M
|
|
|
Nov 10, 2021
Q3 2021
|
Rice Partnership, LLC
|
BUY
|
- |
1.26KNew |
$91.9K - $98.5K
|
1.26K
$96.2K
|
|
|
Oct 28, 2021
Q3 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.24K+ 94.03% |
$90.8K - $97.3K
|
2.57K
$196K
|
|
|
Oct 05, 2021
Q3 2021
|
Chesley Taft & Associates LLC
|
BUY
|
- |
1.22K+ 8.6% |
$89.3K - $95.6K
|
15.5K
$1.18M
|
|
|
Nov 04, 2021
Q3 2021
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.22K+ 4.33% |
$89.1K - $95.5K
|
29.4K
$2.25M
|
|
|
Oct 09, 2024
Q3 2021
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
1.21K+ 3.4% |
$87.9K - $94.2K
|
36.6K
$2.8M
|
|
|
Oct 22, 2021
Q3 2021
|
Baldrige Asset Management LLC
|
BUY
|
- |
1.2K+ 1.86% |
$87.4K - $93.6K
|
65.7K
$5.02M
|
|
|
Oct 13, 2021
Q3 2021
|
Lincoln Capital LLC
|
BUY
|
- |
1.18K+ 6.77% |
$86.3K - $92.4K
|
18.7K
$1.42M
|
|
|
Nov 15, 2021
Q3 2021
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
1.17K+ 36.08% |
$85.5K - $91.6K
|
4.42K
$337K
|
|
|
Oct 21, 2021
Q3 2021
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
1.16K+ 141.79% |
$84.4K - $90.5K
|
1.97K
$151K
|
|
|
Oct 27, 2021
Q3 2021
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
1.15K+ 20.75% |
$83.7K - $89.7K
|
6.67K
$510K
|
|
|
Oct 14, 2021
Q3 2021
|
First Citizens Financial Corp
|
BUY
|
- |
1.12K+ 4.91% |
$81.7K - $87.5K
|
23.9K
$1.83M
|
|
|
Nov 01, 2021
Q3 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
1.1K+ 20.74% |
$80.5K - $86.3K
|
6.42K
$490K
|
|
|
Nov 15, 2021
Q3 2021
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.09K+ 34.07% |
$79.5K - $85.2K
|
4.29K
$328K
|
|
|
Oct 21, 2021
Q3 2021
|
Sky Oak Wealth, LLC
|
BUY
|
- |
1.07K+ 2.14% |
$78.2K - $83.8K
|
51.1K
$3.91M
|
|
|
Oct 12, 2021
Q3 2021
|
Wesbanco Bank Inc
|
BUY
|
- |
1.02K+ 7.43% |
$74.1K - $79.4K
|
14.7K
$1.12M
|
|
|
Nov 09, 2021
Q3 2021
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
1.01K+ 0.58% |
$74K - $79.3K
|
174K
$13.3M
|
|
|
Nov 05, 2021
Q3 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
999+ 2.37% |
$72.9K - $78.1K
|
43.1K
$3.29M
|
|
|
Nov 15, 2021
Q3 2021
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
974+ 11.85% |
$71.1K - $76.2K
|
9.2K
$703K
|
|
|
Nov 15, 2021
Q3 2021
|
Icon Wealth Partners, LLC
|
BUY
|
- |
950+ 2.19% |
$69.3K - $74.3K
|
44.4K
$3.39M
|
|
|
Oct 27, 2021
Q3 2021
|
Merit Financial Group, LLC
|
BUY
|
- |
947+ 2.21% |
$69.1K - $74.1K
|
43.7K
$3.34M
|