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 28, 2021
Q3 2021
|
Access Financial Services, Inc.
|
BUY
|
- |
68+ 0.33% |
$4.96K - $5.32K
|
20.6K
$1.57M
|
|
|
Nov 12, 2021
Q3 2021
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
65+ 14.25% |
$4.74K - $5.08K
|
521
$39.8K
|
|
|
Nov 12, 2021
Q3 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
63+ 0.39% |
$4.6K - $4.93K
|
16.1K
$1.23M
|
|
|
Nov 18, 2021
Q3 2021
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
62New |
$4.52K - $4.85K
|
62
$4.74K
|
|
|
Nov 16, 2021
Q3 2021
|
Retirement Group, LLC
|
BUY
|
- |
61+ 4.99% |
$4.45K - $4.77K
|
1.28K
$98K
|
|
|
Nov 15, 2021
Q3 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
59+ 0.8% |
$4.31K - $4.61K
|
7.46K
$570K
|
|
|
Oct 06, 2021
Q3 2021
|
Cooper Financial Group
|
BUY
|
- |
53+ 1.38% |
$3.87K - $4.14K
|
3.89K
$297K
|
|
|
Oct 07, 2021
Q3 2021
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
50New |
$3.65K - $3.91K
|
50
$3.82K
|
|
|
Oct 20, 2021
Q3 2021
|
Emerson Wealth, LLC
|
BUY
|
- |
42+ 1.62% |
$3.07K - $3.28K
|
2.64K
$202K
|
|
|
Nov 12, 2021
Q3 2021
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
42+ 1.05% |
$3.07K - $3.28K
|
4.03K
$308K
|
|
|
Nov 02, 2021
Q3 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
37+ 4.49% |
$2.7K - $2.89K
|
861
$65.8K
|
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
BUY
|
- |
30New |
$2.19K - $2.35K
|
30
$2.29K
|
|
|
Nov 15, 2021
Q3 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
24+ 0.06% |
$1.75K - $1.88K
|
37.3K
$2.85M
|
|
|
Oct 22, 2021
Q3 2021
|
Optimum Investment Advisors
|
BUY
|
- |
21+ 1.65% |
$1.53K - $1.64K
|
1.3K
$98.9K
|
|
|
Oct 26, 2021
Q3 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
21+ 1.41% |
$1.53K - $1.64K
|
1.51K
$115K
|
|
|
Oct 26, 2021
Q3 2021
|
Sol Capital Management CO
|
BUY
|
- |
19+ 0.11% |
$1.39K - $1.49K
|
16.8K
$1.28M
|
|
|
Oct 20, 2021
Q3 2021
|
Kcs Wealth Advisory
|
BUY
|
- |
19+ 0.05% |
$1.39K - $1.49K
|
37.1K
$2.83M
|
|
|
Nov 05, 2021
Q3 2021
|
Corbett Road Capital Management, LLC
Mclean, VA |
BUY
|
- |
15+ 0.23% |
$1.09K - $1.17K
|
6.68K
$510K
|
|
|
Oct 07, 2021
Q3 2021
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
13+ 0.09% |
$949 - $1.02K
|
13.9K
$1.06M
|
|
|
Nov 17, 2021
Q3 2021
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
13+ 0.47% |
$949 - $1.02K
|
2.79K
$213K
|
|
|
Nov 15, 2021
Q3 2021
|
Jacobi Capital Management LLC
|
BUY
|
- |
10+ 1.18% |
$730 - $782
|
857
$65.5K
|
|
|
Nov 10, 2021
Q3 2021
|
Valley National Advisers Inc
|
BUY
|
- |
9+ 3.44% |
$657 - $704
|
271
$20.7K
|
|
|
Nov 12, 2021
Q3 2021
|
Pittenger & Anderson Inc
|
BUY
|
- |
7+ 0.41% |
$511 - $547
|
1.73K
$132K
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
6+ 2.64% |
$438 - $469
|
233
$17.8K
|
|
|
Nov 12, 2021
Q3 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
2New |
$146 - $156
|
2
$153
|
|
|
Nov 05, 2021
Q3 2021
|
True Private Wealth Advisors
|
BUY
|
- |
1+ 0.01% |
$73 - $78.2
|
14.7K
$1.13M
|
|
|
Oct 21, 2021
Q3 2021
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1+ 0.01% |
$73 - $78.2
|
9.9K
$757K
|
|
|
Nov 12, 2021
Q3 2021
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
1+ 0.01% |
$73 - $78.2
|
8.03K
$614K
|
|
|
Nov 04, 2021
Q3 2021
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-1- 0.58% |
$73 - $78.2
|
172
$13.1K
|
|
|
Nov 10, 2021
Q3 2021
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-1- 0.04% |
$73 - $78.2
|
2.73K
$208K
|
|
|
Nov 01, 2021
Q3 2021
|
High Mark Wealth Management LLC
|
SELL
|
- |
-5- 0.14% |
$365 - $391
|
3.6K
$275K
|
|
|
Nov 03, 2021
Q3 2021
|
Camden Capital, LLC
|
SELL
|
- |
-5- 0.1% |
$365 - $391
|
4.94K
$378K
|
|
|
Nov 12, 2021
Q3 2021
|
North Rock Partners, LLC
|
SELL
|
- |
-7- 0.06% |
$511 - $547
|
12.7K
$968K
|
|
|
Oct 14, 2021
Q3 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-11- 0.67% |
$803 - $860
|
1.64K
$125K
|
|
|
Nov 15, 2021
Q3 2021
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-17- 0.33% |
$1.24K - $1.33K
|
5.14K
$393K
|
|
|
Nov 09, 2021
Q3 2021
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-19- 0.03% |
$1.39K - $1.49K
|
68.7K
$5.25M
|
|
|
Oct 29, 2021
Q3 2021
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-20- 0.1% |
$1.46K - $1.56K
|
20.8K
$1.59M
|
|
|
Oct 27, 2021
Q3 2021
|
Trust CO Of Virginia
|
SELL
|
- |
-23- 0.03% |
$1.68K - $1.8K
|
68.4K
$5.23M
|
|
|
Nov 09, 2021
Q3 2021
|
Phillips Financial Management, LLC
|
SELL
|
- |
-25- 0.03% |
$1.82K - $1.96K
|
81.3K
$6.21M
|
|
|
Dec 03, 2021
Q3 2021
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-27- 0.17% |
$1.97K - $2.11K
|
15.8K
$1.2M
|
|
|
Oct 27, 2021
Q3 2021
|
Tl Private Wealth
|
SELL
|
- |
-28- 0.19% |
$2.04K - $2.19K
|
14.6K
$1.11M
|
|
|
Oct 13, 2021
Q3 2021
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-30- 0.56% |
$2.19K - $2.35K
|
5.35K
$408K
|
|
|
Nov 10, 2021
Q3 2021
|
Isthmus Partners, LLC
Madison, WI |
SELL
|
- |
-30Closed |
$2.19K - $2.35K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-31- 1.0% |
$2.26K - $2.42K
|
3.06K
$234K
|
|
|
Oct 28, 2021
Q3 2021
|
Montecito Bank & Trust
|
SELL
|
- |
-32- 0.03% |
$2.34K - $2.5K
|
112K
$8.57M
|
|
|
Nov 02, 2021
Q3 2021
|
Gradient Capital Advisors, LLC
|
SELL
|
- |
-37- 0.55% |
$2.7K - $2.89K
|
6.71K
$513K
|
|
|
Nov 15, 2021
Q3 2021
|
State Street Corp
Boston, MA |
SELL
|
- |
-37- 0.16% |
$2.7K - $2.89K
|
23.2K
$1.77M
|
|
|
Oct 12, 2021
Q3 2021
|
Carlson Capital Management
|
SELL
|
- |
-39- 0.25% |
$2.85K - $3.05K
|
15.3K
$1.17M
|