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 05, 2021
Q3 2021
|
Bremer Bank National Association
|
BUY
|
- |
246+ 0.08% |
$18K - $19.2K
|
321K
$24.5M
|
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO
|
BUY
|
- |
246+ 0.07% |
$18K - $19.2K
|
353K
$27M
|
|
|
Nov 12, 2021
Q3 2021
|
Wolff Financial Management LLC
|
BUY
|
- |
246+ 6.17% |
$18K - $19.2K
|
4.24K
$324K
|
|
|
Nov 12, 2021
Q3 2021
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
245+ 1.9% |
$17.9K - $19.2K
|
13.1K
$1M
|
|
|
Nov 07, 2022
Q3 2021
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
245+ 0.31% |
$17.9K - $19.2K
|
78K
$5.96M
|
|
|
Oct 18, 2021
Q3 2021
|
Annex Advisory Services, LLC
|
BUY
|
- |
233+ 2.95% |
$17K - $18.2K
|
8.13K
$621K
|
|
|
Nov 10, 2021
Q3 2021
|
Oakworth Capital, Inc.
|
BUY
|
- |
229New |
$16.7K - $17.9K
|
229
$17.5K
|
|
|
Nov 02, 2021
Q3 2021
|
Ironwood Financial, LLC
|
BUY
|
- |
225+ 35.38% |
$16.4K - $17.6K
|
861
$65.8K
|
|
|
Nov 08, 2021
Q3 2021
|
Davis R M Inc
Portland, ME |
BUY
|
- |
222+ 5.39% |
$16.2K - $17.4K
|
4.34K
$332K
|
|
|
Oct 25, 2021
Q3 2021
|
Bcs Wealth Management
|
BUY
|
- |
216+ 0.26% |
$15.8K - $16.9K
|
83.8K
$6.4M
|
|
|
Oct 18, 2021
Q3 2021
|
Gradient Investments LLC
|
BUY
|
- |
211+ 48.06% |
$15.4K - $16.5K
|
650
$49.7K
|
|
|
Oct 20, 2021
Q3 2021
|
Keudell
|
BUY
|
- |
205+ 3.15% |
$15K - $16K
|
6.72K
$513K
|
|
|
Nov 12, 2021
Q3 2021
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
205+ 0.31% |
$15K - $16K
|
66.1K
$5.05M
|
|
|
Nov 02, 2021
Q3 2021
|
Capital Square, LLC
|
BUY
|
- |
204+ 1.58% |
$14.9K - $16K
|
13.1K
$1M
|
|
|
Nov 09, 2021
Q3 2021
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
201New |
$14.7K - $15.7K
|
201
$15.4K
|
|
|
Oct 19, 2021
Q3 2021
|
Capital City Trust CO
|
BUY
|
- |
194+ 6.35% |
$14.2K - $15.2K
|
3.25K
$248K
|
|
|
Oct 12, 2021
Q3 2021
|
Altfest L J & CO Inc
|
BUY
|
- |
191+ 6.24% |
$13.9K - $14.9K
|
3.25K
$248K
|
|
|
Nov 15, 2021
Q3 2021
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
189+ 0.09% |
$13.8K - $14.8K
|
201K
$15.4M
|
|
|
Oct 29, 2021
Q3 2021
|
Live Oak Private Wealth LLC
|
BUY
|
- |
186+ 3.55% |
$13.6K - $14.5K
|
5.43K
$415K
|
|
|
Oct 12, 2021
Q3 2021
|
American National Bank
|
BUY
|
- |
175+ 4.43% |
$12.8K - $13.7K
|
4.12K
$315K
|
|
|
Nov 08, 2021
Q3 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
174+ 1.11% |
$12.7K - $13.6K
|
15.9K
$1.21M
|
|
|
Nov 02, 2021
Q3 2021
|
Mitchell Capital Management CO
|
BUY
|
- |
161+ 3.18% |
$11.7K - $12.6K
|
5.22K
$399K
|
|
|
Oct 12, 2021
Q3 2021
|
Tsfg, LLC
|
BUY
|
- |
160+ 6.17% |
$11.7K - $12.5K
|
2.75K
$210K
|
|
|
Oct 27, 2021
Q3 2021
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
153New |
$11.2K - $12K
|
153
$11.7K
|
|
|
Oct 14, 2021
Q3 2021
|
Stephens Group Asset Management, LLC
|
BUY
|
- |
151+ 0.13% |
$11K - $11.8K
|
121K
$9.23M
|
|
|
Nov 04, 2021
Q3 2021
|
Iag Wealth Partners, LLC
|
BUY
|
- |
149New |
$10.9K - $11.7K
|
149
$11.4K
|
|
|
Oct 08, 2021
Q3 2021
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
147+ 4.34% |
$10.7K - $11.5K
|
3.54K
$270K
|
|
|
Dec 30, 2021
Q3 2021
|
Cabot Wellington, LLC
Boston, MA |
BUY
|
- |
143+ 0.02% |
$10.4K - $11.2K
|
893K
$68.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Strong Box Wealth, LLC
|
BUY
|
- |
135+ 2.28% |
$9.85K - $10.6K
|
6.06K
$463K
|
|
|
Nov 09, 2021
Q3 2021
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
134+ 0.17% |
$9.78K - $10.5K
|
77.3K
$5.9M
|
|
|
Nov 10, 2021
Q3 2021
|
Parsec Financial Management, Inc.
|
BUY
|
- |
130+ 0.3% |
$9.49K - $10.2K
|
43.3K
$3.31M
|
|
|
Nov 15, 2021
Q3 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
128+ 0.74% |
$9.34K - $10K
|
17.4K
$1.33M
|
|
|
Oct 21, 2021
Q3 2021
|
Tufton Capital Management
|
BUY
|
- |
127+ 0.96% |
$9.27K - $9.93K
|
13.3K
$1.02M
|
|
|
Nov 15, 2021
Q3 2021
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
124+ 2.6% |
$9.05K - $9.7K
|
4.89K
$374K
|
|
|
Oct 19, 2021
Q3 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
119+ 228.85% |
$8.68K - $9.31K
|
171
$13.1K
|
|
|
Nov 30, 2021
Q3 2021
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
117+ 0.75% |
$8.54K - $9.15K
|
15.7K
$1.2M
|
|
|
Oct 13, 2021
Q3 2021
|
Alta Wealth Advisors LLC
|
BUY
|
- |
115+ 3.66% |
$8.39K - $8.99K
|
3.26K
$249K
|
|
|
Nov 05, 2021
Q3 2021
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
111+ 38.01% |
$8.1K - $8.68K
|
403
$30.8K
|
|
|
Nov 09, 2021
Q3 2021
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
110+ 2.75% |
$8.03K - $8.6K
|
4.11K
$314K
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
109+ 0.18% |
$7.95K - $8.52K
|
62.2K
$4.75M
|
|
|
Oct 25, 2021
Q3 2021
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
107+ 2.52% |
$7.81K - $8.37K
|
4.35K
$332K
|
|
|
Oct 29, 2021
Q3 2021
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
106+ 2.16% |
$7.74K - $8.29K
|
5.01K
$383K
|
|
|
Oct 29, 2021
Q3 2021
|
Motco
|
BUY
|
- |
105+ 4.39% |
$7.66K - $8.21K
|
2.5K
$191K
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Strategies Group, Inc.
|
BUY
|
- |
103+ 3.79% |
$7.52K - $8.05K
|
2.82K
$215K
|
|
|
Nov 12, 2021
Q3 2021
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
102+ 1.95% |
$7.44K - $7.98K
|
5.34K
$408K
|
|
|
Nov 15, 2021
Q3 2021
|
Covington Capital Management
|
BUY
|
- |
99+ 1.17% |
$7.23K - $7.74K
|
8.57K
$655K
|
|
|
Nov 15, 2021
Q3 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
75+ 0.41% |
$5.47K - $5.87K
|
18.4K
$1.41M
|
|
|
Oct 18, 2021
Q3 2021
|
First Financial Corp
|
BUY
|
- |
73New |
$5.33K - $5.71K
|
73
$5.58K
|
|
|
Nov 12, 2021
Q3 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
72+ 2.5% |
$5.25K - $5.63K
|
2.96K
$226K
|
|
|
Nov 12, 2021
Q3 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
69+ 0.15% |
$5.04K - $5.4K
|
44.7K
$3.41M
|