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 13, 2021
Q3 2021
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.03K- 5.7% |
$75.2K - $80.5K
|
17K
$1.3M
|
|
|
Nov 05, 2021
Q3 2021
|
Pfg Advisors
|
SELL
|
- |
-1.04K- 8.24% |
$76.1K - $81.6K
|
11.6K
$888K
|
|
|
Oct 14, 2021
Q3 2021
|
Riverview Trust CO
|
SELL
|
- |
-1.08K- 0.51% |
$79K - $84.6K
|
212K
$16.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-1.09K- 24.53% |
$79.3K - $84.9K
|
3.34K
$255K
|
|
|
Oct 14, 2021
Q3 2021
|
Vicus Capital
State College, PA |
SELL
|
- |
-1.09K- 9.76% |
$79.7K - $85.4K
|
10.1K
$772K
|
|
|
Nov 02, 2021
Q3 2021
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-1.11K- 8.09% |
$81.1K - $86.9K
|
12.6K
$964K
|
|
|
Oct 08, 2021
Q3 2021
|
F Dx Advisors, Inc.
|
SELL
|
- |
-1.13K- 0.41% |
$82.4K - $88.3K
|
275K
$21M
|
|
|
Oct 14, 2021
Q3 2021
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-1.13K- 15.53% |
$82.5K - $88.4K
|
6.15K
$470K
|
|
|
Nov 12, 2021
Q3 2021
|
Permanens Capital L.P.
New York, NY |
SELL
|
- |
-1.13KClosed |
$82.5K - $88.4K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Lyell Wealth Management, LP
|
SELL
|
- |
-1.14K- 22.17% |
$82.8K - $88.8K
|
3.99K
$304K
|
|
|
Oct 07, 2021
Q3 2021
|
Anderson Hoagland & CO
|
SELL
|
- |
-1.14K- 0.99% |
$83.3K - $89.3K
|
115K
$8.76M
|
|
|
Nov 15, 2021
Q3 2021
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-1.15K- 1.16% |
$83.7K - $89.7K
|
97.6K
$7.46M
|
|
|
Oct 12, 2021
Q3 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.19K- 6.06% |
$87.1K - $93.3K
|
18.5K
$1.41M
|
|
|
Oct 13, 2021
Q3 2021
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-1.19K- 4.98% |
$87.1K - $93.4K
|
22.8K
$1.74M
|
|
|
Nov 12, 2021
Q3 2021
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-1.22K- 21.46% |
$88.7K - $95K
|
4.45K
$340K
|
|
|
Oct 28, 2021
Q3 2021
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-1.22K- 3.0% |
$89K - $95.3K
|
39.4K
$3.01M
|
|
|
Oct 05, 2021
Q3 2021
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-1.22K- 3.9% |
$89.3K - $95.7K
|
30.2K
$2.3M
|
|
|
Oct 04, 2021
Q3 2021
|
Thomasville National Bank
|
SELL
|
- |
-1.23K- 12.1% |
$89.4K - $95.8K
|
8.9K
$680K
|
|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-1.23K- 22.64% |
$89.7K - $96.1K
|
4.2K
$321K
|
|
|
May 31, 2023
Q3 2021
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-1.27K- 28.11% |
$93K - $99.6K
|
3.26K
$249K
|
|
|
Oct 21, 2021
Q3 2021
|
Ironwood Wealth Management, Inc.
|
SELL
|
- |
-1.31K- 1.2% |
$95.3K - $102K
|
107K
$8.19M
|
|
|
Oct 27, 2021
Q3 2021
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-1.34K- 4.05% |
$97.9K - $105K
|
31.8K
$2.43M
|
|
|
Nov 08, 2021
Q3 2021
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-1.35K- 0.47% |
$98.3K - $105K
|
283K
$21.6M
|
|
|
Nov 04, 2021
Q3 2021
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-1.38K- 9.22% |
$101K - $108K
|
13.6K
$1.04M
|
|
|
Oct 13, 2021
Q3 2021
|
Investment Partners, Ltd.
|
SELL
|
- |
-1.45K- 1.36% |
$105K - $113K
|
104K
$7.98M
|
|
|
Oct 18, 2021
Q3 2021
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-1.45K- 30.66% |
$106K - $114K
|
3.29K
$251K
|
|
|
Oct 12, 2021
Q3 2021
|
Legacy Private Trust Co.
|
SELL
|
- |
-1.5K- 22.58% |
$109K - $117K
|
5.14K
$393K
|
|
|
Nov 16, 2021
Q3 2021
|
Kopp Family Office, LLC
Bloomington, MN |
SELL
|
- |
-1.5K- 0.44% |
$109K - $117K
|
339K
$25.9M
|
|
|
Oct 28, 2021
Q3 2021
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-1.51K- 27.97% |
$110K - $118K
|
3.88K
$297K
|
|
|
Nov 09, 2021
Q3 2021
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-1.54K- 15.58% |
$112K - $120K
|
8.33K
$637K
|
|
|
Nov 10, 2021
Q3 2021
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-1.63K- 7.95% |
$119K - $127K
|
18.8K
$1.44M
|
|
|
Nov 15, 2021
Q3 2021
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-1.66K- 5.27% |
$121K - $130K
|
29.8K
$2.28M
|
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-1.69K- 10.4% |
$124K - $132K
|
14.6K
$1.11M
|
|
|
Nov 02, 2021
Q3 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-1.71K- 12.24% |
$124K - $133K
|
12.2K
$934K
|
|
|
Nov 16, 2021
Q3 2021
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.72K- 21.4% |
$126K - $135K
|
6.32K
$483K
|
|
|
Nov 15, 2021
Q3 2021
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-1.72K- 4.53% |
$126K - $135K
|
36.3K
$2.77M
|
|
|
Nov 01, 2021
Q3 2021
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-1.73K- 6.95% |
$126K - $135K
|
23.1K
$1.77M
|
|
|
Oct 08, 2021
Q3 2021
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-1.74K- 24.72% |
$127K - $136K
|
5.31K
$406K
|
|
|
Nov 10, 2021
Q3 2021
|
Cx Institutional
|
SELL
|
- |
-1.85K- 0.95% |
$135K - $145K
|
193K
$14.7M
|
|
|
Oct 20, 2021
Q3 2021
|
Astor Investment Management LLC
|
SELL
|
- |
-1.86K- 0.76% |
$136K - $146K
|
242K
$18.5M
|
|
|
Nov 15, 2021
Q3 2021
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-1.93K- 2.51% |
$141K - $151K
|
74.9K
$5.72M
|
|
|
Nov 10, 2021
Q3 2021
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.96K- 14.39% |
$143K - $153K
|
11.6K
$890K
|
|
|
Nov 12, 2021
Q3 2021
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-1.98K- 3.47% |
$144K - $155K
|
55.1K
$4.21M
|
|
|
Oct 12, 2021
Q3 2021
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.08K- 3.77% |
$151K - $162K
|
52.9K
$4.04M
|
|
|
Oct 28, 2021
Q3 2021
|
Kanawha Capital Management LLC
|
SELL
|
- |
-2.1K- 4.01% |
$153K - $164K
|
50.2K
$3.84M
|
|
|
Oct 13, 2021
Q3 2021
|
Gofen & Glossberg LLC
|
SELL
|
- |
-2.11K- 1.43% |
$154K - $165K
|
146K
$11.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-2.14K- 1.52% |
$156K - $167K
|
138K
$10.6M
|
|
|
Nov 12, 2021
Q3 2021
|
Tru Independence LLC
|
SELL
|
- |
-2.15K- 4.17% |
$157K - $168K
|
49.4K
$3.77M
|
|
|
Nov 04, 2021
Q3 2021
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-2.17K- 3.57% |
$158K - $169K
|
58.5K
$4.47M
|
|
|
Jan 02, 2024
Q3 2021
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-2.17K- 54.77% |
$158K - $170K
|
1.79K
$137K
|