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 12, 2021
Q3 2021
|
Cra Financial Services, LLC
|
BUY
|
- |
569+ 4.87% |
$41.5K - $44.5K
|
12.2K
$935K
|
|
|
Nov 05, 2021
Q3 2021
|
Courage Miller Partners, LLC
|
BUY
|
- |
568+ 2.84% |
$41.5K - $44.4K
|
20.6K
$1.57M
|
|
|
Oct 21, 2021
Q3 2021
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
544+ 0.89% |
$39.7K - $42.5K
|
61.6K
$4.7M
|
|
|
Oct 29, 2021
Q3 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
537+ 14.45% |
$39.2K - $42K
|
4.25K
$325K
|
|
|
Nov 08, 2021
Q3 2021
|
Trustcore Financial Services, LLC
|
BUY
|
- |
531+ 13.73% |
$38.8K - $41.5K
|
4.4K
$336K
|
|
|
Oct 12, 2021
Q3 2021
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
530+ 66.67% |
$38.7K - $41.4K
|
1.33K
$101K
|
|
|
Nov 09, 2021
Q3 2021
|
Annapolis Financial Services, LLC
|
BUY
|
- |
527+ 1.61% |
$38.5K - $41.2K
|
33.2K
$2.54M
|
|
|
Oct 28, 2021
Q3 2021
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
504+ 4.83% |
$36.8K - $39.4K
|
10.9K
$836K
|
|
|
Nov 01, 2021
Q3 2021
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
498+ 1.1% |
$36.3K - $38.9K
|
45.7K
$3.49M
|
|
|
Nov 09, 2021
Q3 2021
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
493+ 0.6% |
$36K - $38.6K
|
83.1K
$6.35M
|
|
|
Oct 19, 2021
Q3 2021
|
Atwood & Palmer Inc
|
BUY
|
- |
487New |
$35.5K - $38.1K
|
487
$37.2K
|
|
|
Nov 01, 2021
Q3 2021
|
Hallmark Capital Management Inc
|
BUY
|
- |
477+ 1.07% |
$34.8K - $37.3K
|
45.1K
$3.45M
|
|
|
Oct 15, 2021
Q3 2021
|
Meridian Wealth Management, LLC
|
BUY
|
- |
469+ 7.91% |
$34.2K - $36.7K
|
6.4K
$489K
|
|
|
Nov 09, 2021
Q3 2021
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
464+ 1.46% |
$33.9K - $36.3K
|
32.3K
$2.47M
|
|
|
Oct 13, 2021
Q3 2021
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
462+ 8.88% |
$33.7K - $36.1K
|
5.67K
$433K
|
|
|
Oct 07, 2021
Q3 2021
|
Caprock Group, Inc.
|
BUY
|
- |
447+ 11.78% |
$32.6K - $35K
|
4.24K
$324K
|
|
|
Oct 21, 2021
Q3 2021
|
Family Capital Trust CO
|
BUY
|
- |
440+ 0.36% |
$32.1K - $34.4K
|
124K
$9.46M
|
|
|
Oct 26, 2021
Q3 2021
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
439New |
$32K - $34.3K
|
439
$33.5K
|
|
|
Oct 18, 2021
Q3 2021
|
Sabal Trust CO
|
BUY
|
- |
420+ 14.48% |
$30.7K - $32.8K
|
3.32K
$254K
|
|
|
Nov 12, 2021
Q3 2021
|
3 D/L Capital Management, LLC
|
BUY
|
- |
414+ 6.81% |
$30.2K - $32.4K
|
6.5K
$496K
|
|
|
Oct 08, 2021
Q3 2021
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
413+ 3.97% |
$30.1K - $32.3K
|
10.8K
$827K
|
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
405+ 203.52% |
$29.6K - $31.7K
|
604
$46.1K
|
|
|
Oct 12, 2021
Q3 2021
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
385+ 0.64% |
$28.1K - $30.1K
|
60.4K
$4.62M
|
|
|
Nov 03, 2021
Q3 2021
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
384+ 7.93% |
$28K - $30K
|
5.23K
$399K
|
|
|
Nov 04, 2021
Q3 2021
|
Brighton Jones LLC
|
BUY
|
- |
365+ 2.58% |
$26.6K - $28.5K
|
14.5K
$1.11M
|
|
|
Nov 04, 2021
Q3 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
365+ 2.4% |
$26.6K - $28.5K
|
15.6K
$1.19M
|
|
|
Oct 19, 2021
Q3 2021
|
Bristlecone Advisors, LLC
|
BUY
|
- |
358+ 1.72% |
$26.1K - $28K
|
21.1K
$1.61M
|
|
|
Nov 10, 2021
Q3 2021
|
Rodgers & Associates, LTD
|
BUY
|
- |
339+ 0.35% |
$24.7K - $26.5K
|
98K
$7.49M
|
|
|
Oct 06, 2021
Q3 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
334New |
$24.4K - $26.1K
|
334
$25.5K
|
|
|
Nov 12, 2021
Q3 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
328+ 1.3% |
$23.9K - $25.6K
|
25.5K
$1.95M
|
|
|
Jan 09, 2024
Q3 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
322+ 9.19% |
$23.5K - $25.2K
|
3.83K
$292K
|
|
|
Nov 16, 2021
Q3 2021
|
Sadoff Investment Management LLC
|
BUY
|
- |
318+ 3.84% |
$23.2K - $24.9K
|
8.6K
$657K
|
|
|
Oct 18, 2021
Q3 2021
|
First Bank & Trust
|
BUY
|
- |
317New |
$23.1K - $24.8K
|
317
$24.2K
|
|
|
Nov 17, 2021
Q3 2021
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
317+ 2.46% |
$23.1K - $24.8K
|
13.2K
$1.01M
|
|
|
Nov 15, 2021
Q3 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
310+ 0.59% |
$22.6K - $24.2K
|
53K
$4.05M
|
|
|
Oct 14, 2021
Q3 2021
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
308+ 3.76% |
$22.5K - $24.1K
|
8.51K
$650K
|
|
|
Nov 12, 2021
Q3 2021
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
304+ 4.52% |
$22.2K - $23.8K
|
7.03K
$537K
|
|
|
Nov 10, 2021
Q3 2021
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
302+ 3.59% |
$22K - $23.6K
|
8.72K
$666K
|
|
|
Oct 22, 2021
Q3 2021
|
James Investment Research Inc
|
BUY
|
- |
298New |
$21.7K - $23.3K
|
298
$22.8K
|
|
|
Apr 19, 2024
Q3 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
286+ 0.73% |
$20.9K - $22.4K
|
39.2K
$3M
|
|
|
Nov 09, 2021
Q3 2021
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
283+ 0.42% |
$20.7K - $22.1K
|
66.9K
$5.11M
|
|
|
Nov 16, 2021
Q3 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
269New |
$19.6K - $21K
|
269
$20.6K
|
|
|
Oct 12, 2021
Q3 2021
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
268+ 4.97% |
$19.6K - $21K
|
5.66K
$433K
|
|
|
Oct 18, 2021
Q3 2021
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
260+ 0.66% |
$19K - $20.3K
|
39.9K
$3.05M
|
|
|
Nov 15, 2021
Q3 2021
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
259+ 3.21% |
$18.9K - $20.3K
|
8.32K
$636K
|
|
|
Oct 22, 2021
Q3 2021
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
256+ 0.76% |
$18.7K - $20K
|
34.1K
$2.61M
|
|
|
Nov 15, 2021
Q3 2021
|
Plancorp, LLC
|
BUY
|
- |
254+ 0.3% |
$18.5K - $19.9K
|
84.4K
$6.45M
|
|
|
Nov 18, 2021
Q3 2021
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
250+ 5.74% |
$18.2K - $19.6K
|
4.61K
$352K
|
|
|
Nov 15, 2021
Q3 2021
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
249New |
$18.2K - $19.5K
|
249
$19K
|
|
|
Nov 12, 2021
Q3 2021
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
248+ 1.63% |
$18.1K - $19.4K
|
15.5K
$1.18M
|