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 08, 2021
Q3 2021
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
195KNew |
$14.2M - $15.3M
|
195K
$14.9M
|
|
|
Nov 05, 2021
Q3 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
194K+ 4.63% |
$14.2M - $15.2M
|
4.39M
$335M
|
|
|
Nov 10, 2021
Q3 2021
|
Windham Capital Management, LLC
|
BUY
|
- |
186K+ 94.04% |
$13.6M - $14.6M
|
385K
$29.4M
|
|
|
Nov 15, 2021
Q3 2021
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
186KNew |
$13.6M - $14.6M
|
186K
$14.2M
|
|
|
Nov 15, 2021
Q3 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
185K+ 22.97% |
$13.5M - $14.5M
|
992K
$75.8M
|
|
|
Nov 12, 2021
Q3 2021
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
184K+ 19.11% |
$13.4M - $14.4M
|
1.15M
$87.7M
|
|
|
Nov 15, 2021
Q3 2021
|
Betterment LLC
New York, NY |
BUY
|
- |
183K+ 3.12% |
$13.4M - $14.3M
|
6.06M
$463M
|
|
|
Nov 15, 2021
Q3 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
182K+ 2.76% |
$13.3M - $14.2M
|
6.77M
$517M
|
|
|
Nov 16, 2021
Q3 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
177K+ 16.47% |
$12.9M - $13.8M
|
1.25M
$95.5M
|
|
|
Oct 25, 2021
Q3 2021
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
174K+ 11.21% |
$12.7M - $13.6M
|
1.73M
$132M
|
|
|
Oct 21, 2021
Q3 2021
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
169K+ 55.81% |
$12.3M - $13.2M
|
471K
$36M
|
|
|
Nov 17, 2021
Q3 2021
|
Colony Group LLC
Boston, MA |
BUY
|
- |
153K+ 90.56% |
$11.2M - $12M
|
323K
$24.7M
|
|
|
Nov 15, 2021
Q3 2021
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
151K+ 9409.81% |
$11.1M - $11.8M
|
153K
$11.7M
|
|
|
Nov 12, 2021
Q3 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
150K+ 10.76% |
$11M - $11.7M
|
1.55M
$118M
|
|
|
Nov 12, 2021
Q3 2021
|
Nuveen Asset Management, LLC
Chicago, IL |
BUY
|
- |
147K+ 3.41% |
$10.7M - $11.5M
|
4.45M
$340M
|
|
|
Nov 12, 2021
Q3 2021
|
Arch Point Investors
Coral Gables, FL |
BUY
|
- |
143KNew |
$10.4M - $11.2M
|
143K
$10.9M
|
|
|
Oct 07, 2021
Q3 2021
|
Pure Financial Advisors, LLC
|
BUY
|
- |
141K+ 15.62% |
$10.3M - $11.1M
|
1.05M
$80M
|
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
141K+ 14.25% |
$10.3M - $11M
|
1.13M
$86.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
138K+ 5.31% |
$10.1M - $10.8M
|
2.74M
$209M
|
|
|
Oct 29, 2021
Q3 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
134K+ 54.33% |
$9.75M - $10.4M
|
379K
$29M
|
|
|
Jan 13, 2022
Q3 2021
|
Diversified Trust CO
|
BUY
|
- |
131K+ 323.99% |
$9.57M - $10.3M
|
172K
$13.1M
|
|
|
Nov 12, 2021
Q3 2021
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
131KNew |
$9.56M - $10.2M
|
131K
$10M
|
|
|
Nov 15, 2021
Q3 2021
|
Alera Investment Advisors, LLC
|
BUY
|
- |
128K+ 1246.23% |
$9.33M - $10M
|
138K
$10.6M
|
|
|
Nov 15, 2021
Q3 2021
|
Altium Wealth Management LLC
|
BUY
|
- |
126K+ 5.57% |
$9.21M - $9.87M
|
2.39M
$183M
|
|
|
Nov 30, 2021
Q3 2021
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
120K+ 59.84% |
$8.75M - $9.38M
|
320K
$24.5M
|
|
|
Nov 01, 2021
Q3 2021
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
120K+ 1343.86% |
$8.74M - $9.37M
|
129K
$9.83M
|
|
|
Oct 14, 2021
Q3 2021
|
Private Advisor Group, LLC
|
BUY
|
- |
118K+ 32.76% |
$8.61M - $9.22M
|
478K
$36.5M
|
|
|
Nov 19, 2021
Q3 2021
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
112KNew |
$8.21M - $8.79M
|
112K
$8.59M
|
|
|
Oct 12, 2021
Q3 2021
|
Private Capital Management LLC
|
BUY
|
- |
111K+ 698.66% |
$8.12M - $8.7M
|
127K
$9.72M
|
|
|
Oct 21, 2021
Q3 2021
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
110K+ 23.61% |
$8.03M - $8.61M
|
576K
$44M
|
|
|
Nov 12, 2021
Q3 2021
|
Ckw Financial Group
|
BUY
|
- |
109K+ 7.19% |
$7.99M - $8.56M
|
1.63M
$125M
|
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
100K+ 18.64% |
$7.31M - $7.83M
|
638K
$48.7M
|
|
|
Nov 09, 2021
Q3 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
95.7K+ 319.7% |
$6.98M - $7.48M
|
126K
$9.6M
|
|
|
Nov 10, 2021
Q3 2021
|
Citigroup Inc
|
BUY
|
- |
95KNew |
$6.94M - $7.43M
|
95K
$7.26M
|
|
|
Nov 09, 2021
Q3 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
94.7K+ 10.91% |
$6.91M - $7.4M
|
963K
$73.6M
|
|
|
Nov 05, 2021
Q3 2021
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
94.3K+ 49.63% |
$6.88M - $7.37M
|
284K
$21.7M
|
|
|
Oct 26, 2021
Q3 2021
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
93.5K+ 8.38% |
$6.82M - $7.31M
|
1.21M
$92.3M
|
|
|
Nov 12, 2021
Q3 2021
|
Brown Advisory Inc
|
BUY
|
- |
86.6K+ 26.85% |
$6.32M - $6.77M
|
409K
$31.3M
|
|
|
Oct 15, 2021
Q3 2021
|
First Citizens Bank & Trust CO
|
BUY
|
- |
84.8K+ 10.91% |
$6.19M - $6.63M
|
861K
$65.8M
|
|
|
Nov 10, 2021
Q3 2021
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
84.4K+ 1.22% |
$6.16M - $6.6M
|
7.01M
$535M
|
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
83.9K+ 28.24% |
$6.13M - $6.56M
|
381K
$29.1M
|
|
|
Dec 13, 2021
Q3 2021
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
BUY
|
- |
81.4KNew |
$5.94M - $6.37M
|
81.4K
$6.22M
|
|
|
Nov 09, 2021
Q3 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
80.8K+ 34.29% |
$5.89M - $6.32M
|
316K
$24.2M
|
|
|
Nov 03, 2021
Q3 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
80.4K+ 17.19% |
$5.87M - $6.29M
|
548K
$41.9M
|
|
|
Oct 22, 2021
Q3 2021
|
Bell Bank
|
BUY
|
- |
79.5K+ 4.15% |
$5.8M - $6.22M
|
2M
$153M
|
|
|
Nov 04, 2021
Q3 2021
|
Regions Financial Corp
|
BUY
|
- |
79K+ 12.63% |
$5.76M - $6.17M
|
704K
$53.8M
|
|
|
Nov 12, 2021
Q3 2021
|
Mai Capital Management
|
BUY
|
- |
77.6K+ 8.77% |
$5.66M - $6.06M
|
962K
$73.5M
|
|
|
Nov 12, 2021
Q3 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
75.4K+ 2.97% |
$5.51M - $5.9M
|
2.62M
$200M
|
|
|
Oct 26, 2021
Q3 2021
|
First Business Financial Services, Inc.
|
BUY
|
- |
75.3K+ 4.99% |
$5.5M - $5.89M
|
1.58M
$121M
|
|
|
Nov 02, 2021
Q3 2021
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
75K+ 8.67% |
$5.47M - $5.86M
|
940K
$71.8M
|