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 12, 2021
Q3 2021
|
Biltmore Family Office, LLC
|
BUY
|
- |
946+ 16.98% |
$69K - $74K
|
6.52K
$498K
|
|
|
Oct 29, 2021
Q3 2021
|
Busey Wealth Management
|
BUY
|
- |
922+ 2.75% |
$67.3K - $72.1K
|
34.5K
$2.63M
|
|
|
Oct 12, 2021
Q3 2021
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
886+ 8.52% |
$64.7K - $69.3K
|
11.3K
$862K
|
|
|
Nov 15, 2021
Q3 2021
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
880+ 8.16% |
$64.2K - $68.8K
|
11.7K
$891K
|
|
|
Oct 19, 2021
Q3 2021
|
Capital Planning LLC
|
BUY
|
- |
877+ 2.39% |
$64K - $68.6K
|
37.5K
$2.87M
|
|
|
Oct 13, 2021
Q3 2021
|
Private Capital Group, LLC
|
BUY
|
- |
860+ 11.47% |
$62.8K - $67.3K
|
8.36K
$639K
|
|
|
Nov 09, 2021
Q3 2021
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
853+ 131.23% |
$62.3K - $66.7K
|
1.5K
$115K
|
|
|
Nov 15, 2021
Q3 2021
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
853+ 0.82% |
$62.3K - $66.7K
|
105K
$8.01M
|
|
|
Oct 22, 2021
Q3 2021
|
Tompkins Financial Corp
|
BUY
|
- |
852+ 0.8% |
$62.2K - $66.6K
|
107K
$8.19M
|
|
|
Nov 12, 2021
Q3 2021
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
842New |
$61.4K - $65.8K
|
842
$64.3K
|
|
|
Nov 15, 2021
Q3 2021
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
841+ 8.45% |
$61.4K - $65.8K
|
10.8K
$824K
|
|
|
Oct 12, 2021
Q3 2021
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
838+ 0.97% |
$61.2K - $65.5K
|
87.2K
$6.66M
|
|
|
Nov 04, 2021
Q3 2021
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
829+ 1.86% |
$60.5K - $64.8K
|
45.3K
$3.46M
|
|
|
Nov 08, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
817+ 1237.88% |
$59.6K - $63.9K
|
883
$67.5K
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
815+ 0.79% |
$59.5K - $63.7K
|
104K
$7.97M
|
|
|
Oct 25, 2021
Q3 2021
|
Boston Trust Walden Corp
|
BUY
|
- |
804+ 23.01% |
$58.7K - $62.9K
|
4.3K
$328K
|
|
|
Nov 12, 2021
Q3 2021
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
795+ 2.64% |
$58K - $62.2K
|
30.9K
$2.36M
|
|
|
Oct 14, 2021
Q3 2021
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
792+ 2.92% |
$57.8K - $61.9K
|
27.9K
$2.13M
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
790+ 2.24% |
$57.7K - $61.8K
|
36.1K
$2.76M
|
|
|
Oct 25, 2021
Q3 2021
|
Orion Capital Management LLC
|
BUY
|
- |
788+ 12.84% |
$57.5K - $61.6K
|
6.93K
$529K
|
|
|
Nov 12, 2021
Q3 2021
|
Legacy Wealth Planning, LLC
|
BUY
|
- |
786+ 19.27% |
$57.4K - $61.5K
|
4.86K
$372K
|
|
|
Oct 21, 2021
Q3 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
785New |
$57.3K - $61.4K
|
785
$60K
|
|
|
Oct 18, 2021
Q3 2021
|
One Advisory Partners, LLC
|
BUY
|
- |
776+ 8.82% |
$56.6K - $60.7K
|
9.57K
$731K
|
|
|
Oct 22, 2021
Q3 2021
|
Ade, LLC
|
BUY
|
- |
774+ 0.89% |
$56.5K - $60.5K
|
87.6K
$6.69M
|
|
|
Nov 04, 2021
Q3 2021
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
766+ 10.92% |
$55.9K - $59.9K
|
7.78K
$594K
|
|
|
Nov 08, 2021
Q3 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
756+ 0.36% |
$55.2K - $59.1K
|
213K
$16.3M
|
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
754+ 213.6% |
$55K - $59K
|
1.11K
$84.6K
|
|
|
Oct 14, 2021
Q3 2021
|
Columbia Trust CO 01012016
|
BUY
|
- |
750+ 3.53% |
$54.7K - $58.7K
|
22K
$1.68M
|
|
|
Oct 20, 2021
Q3 2021
|
Stone X Group Inc.
|
BUY
|
- |
727+ 7.13% |
$53.1K - $56.9K
|
10.9K
$835K
|
|
|
Nov 10, 2021
Q3 2021
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
717+ 7.83% |
$52.3K - $56.1K
|
9.88K
$755K
|
|
|
Oct 19, 2021
Q3 2021
|
Pacific Financial Group Inc
|
BUY
|
- |
716+ 24.18% |
$52.3K - $56K
|
3.68K
$281K
|
|
|
Oct 19, 2021
Q3 2021
|
Blb&B Advisors, LLC
|
BUY
|
- |
714+ 0.31% |
$52.1K - $55.8K
|
231K
$17.6M
|
|
|
Nov 15, 2021
Q3 2021
|
Foster Group, Inc.
|
BUY
|
- |
696+ 11.43% |
$50.8K - $54.4K
|
6.79K
$518K
|
|
|
Oct 15, 2021
Q3 2021
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
694+ 2.63% |
$50.6K - $54.3K
|
27.1K
$2.07M
|
|
|
Nov 12, 2021
Q3 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
691+ 2.29% |
$50.4K - $54K
|
30.8K
$2.35M
|
|
|
Nov 04, 2021
Q3 2021
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
670New |
$48.9K - $52.4K
|
670
$51.2K
|
|
|
Oct 22, 2021
Q3 2021
|
Murphy Capital Management Inc
|
BUY
|
- |
667+ 9.24% |
$48.7K - $52.2K
|
7.89K
$603K
|
|
|
Nov 02, 2021
Q3 2021
|
Anchor Capital Advisors LLC
|
BUY
|
- |
650+ 15.41% |
$47.4K - $50.8K
|
4.87K
$372K
|
|
|
Nov 02, 2021
Q3 2021
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
643+ 3.19% |
$46.9K - $50.3K
|
20.8K
$1.59M
|
|
|
Oct 29, 2021
Q3 2021
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
643+ 1.93% |
$46.9K - $50.3K
|
33.9K
$2.59M
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
626New |
$45.7K - $49K
|
626
$47.8K
|
|
|
Nov 03, 2021
Q3 2021
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
621+ 2.96% |
$45.3K - $48.6K
|
21.6K
$1.65M
|
|
|
Nov 12, 2021
Q3 2021
|
9258 Wealth Management, LLC
|
BUY
|
- |
601+ 8.3% |
$43.9K - $47K
|
7.85K
$599K
|
|
|
Nov 09, 2021
Q3 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
601+ 5.64% |
$43.9K - $47K
|
11.3K
$860K
|
|
|
Nov 10, 2021
Q3 2021
|
Jnba Financial Advisors
|
BUY
|
- |
593+ 15.41% |
$43.3K - $46.4K
|
4.44K
$339K
|
|
|
Nov 01, 2021
Q3 2021
|
Independent Advisor Alliance
|
BUY
|
- |
576+ 1.71% |
$42K - $45K
|
34.2K
$2.61M
|
|
|
Nov 04, 2021
Q3 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
572+ 9.28% |
$41.7K - $44.7K
|
6.73K
$514K
|
|
|
Mar 14, 2023
Q3 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
572+ 9.28% |
$41.7K - $44.7K
|
6.73K
$514K
|
|
|
Nov 02, 2021
Q3 2021
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
571+ 330.06% |
$41.7K - $44.7K
|
744
$56.8K
|
|
|
Oct 08, 2021
Q3 2021
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
569+ 15.81% |
$41.5K - $44.5K
|
4.17K
$318K
|