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 15, 2021
Q3 2021
|
Bailard, Inc.
|
SELL
|
- |
-2.28K- 0.28% |
$166K - $178K
|
811K
$61.9M
|
|
|
Nov 09, 2021
Q3 2021
|
Concord Wealth Partners
|
SELL
|
- |
-2.39K- 65.3% |
$174K - $187K
|
1.27K
$97K
|
|
|
Nov 10, 2021
Q3 2021
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-2.49K- 41.42% |
$182K - $195K
|
3.52K
$269K
|
|
|
Nov 12, 2021
Q3 2021
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-2.49K- 31.96% |
$182K - $195K
|
5.3K
$405K
|
|
|
Nov 15, 2021
Q3 2021
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-2.56K- 3.96% |
$187K - $200K
|
62K
$4.74M
|
|
|
Oct 29, 2021
Q3 2021
|
Good Life Advisors, LLC
|
SELL
|
- |
-2.61K- 41.85% |
$190K - $204K
|
3.62K
$277K
|
|
|
Nov 15, 2021
Q3 2021
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-2.67K- 11.96% |
$195K - $209K
|
19.6K
$1.5M
|
|
|
Oct 28, 2021
Q3 2021
|
Secure Asset Management, LLC
|
SELL
|
- |
-2.7K- 48.25% |
$197K - $211K
|
2.9K
$222K
|
|
|
Nov 12, 2021
Q3 2021
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-2.71K- 19.93% |
$197K - $212K
|
10.9K
$830K
|
|
|
Nov 15, 2021
Q3 2021
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-2.86K- 2.36% |
$209K - $224K
|
118K
$9.05M
|
|
|
Nov 15, 2021
Q3 2021
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-2.86K- 9.83% |
$209K - $224K
|
26.2K
$2.01M
|
|
|
Nov 12, 2021
Q3 2021
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-2.99K- 96.58% |
$218K - $234K
|
106
$8.1K
|
|
|
Nov 02, 2021
Q3 2021
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-3.01KClosed |
$220K - $235K
|
0
$0
|
|
|
Oct 26, 2021
Q3 2021
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-3.02K- 4.12% |
$221K - $236K
|
70.3K
$5.37M
|
|
|
Nov 09, 2021
Q3 2021
|
Biondo Investment Advisors, LLC
Milford, PA |
SELL
|
- |
-3.03KClosed |
$221K - $237K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-3.09KClosed |
$226K - $242K
|
0
$0
|
|
|
Oct 18, 2021
Q3 2021
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
SELL
|
- |
-3.2KClosed |
$233K - $250K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
S&T Bank
Indiana, PA |
SELL
|
- |
-3.21K- 50.02% |
$234K - $251K
|
3.21K
$245K
|
|
|
Nov 15, 2021
Q3 2021
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-3.27K- 7.56% |
$238K - $255K
|
40K
$3.05M
|
|
|
Nov 12, 2021
Q3 2021
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-3.3K- 13.87% |
$240K - $258K
|
20.5K
$1.56M
|
|
|
Nov 16, 2021
Q3 2021
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-3.32KClosed |
$243K - $260K
|
0
$0
|
|
|
Oct 20, 2021
Q3 2021
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-3.38K- 15.39% |
$247K - $265K
|
18.6K
$1.42M
|
|
|
Nov 12, 2021
Q3 2021
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-3.39K- 2.08% |
$248K - $265K
|
160K
$12.2M
|
|
|
Oct 28, 2021
Q3 2021
|
Facet Wealth, Inc.
|
SELL
|
- |
-3.52K- 2.5% |
$257K - $275K
|
137K
$10.5M
|
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
SELL
|
- |
-3.56K- 11.72% |
$260K - $278K
|
26.8K
$2.05M
|
|
|
Nov 02, 2021
Q3 2021
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-3.61K- 20.66% |
$264K - $282K
|
13.9K
$1.06M
|
|
|
Nov 15, 2021
Q3 2021
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-3.63K- 49.6% |
$265K - $284K
|
3.69K
$282K
|
|
|
Nov 08, 2021
Q3 2021
|
Congress Asset Management CO
|
SELL
|
- |
-3.67KClosed |
$268K - $287K
|
0
$0
|
|
|
Oct 26, 2021
Q3 2021
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-3.98KClosed |
$291K - $311K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-4.05K- 99.19% |
$296K - $317K
|
33
$2.52K
|
|
|
Nov 09, 2021
Q3 2021
|
Williams Financial, LLC
Bennington, VT |
SELL
|
- |
-4.06K- 49.41% |
$296K - $317K
|
4.16K
$318K
|
|
|
Nov 15, 2021
Q3 2021
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-4.06KClosed |
$296K - $318K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Savant Capital, LLC
|
SELL
|
- |
-4.07K- 12.92% |
$297K - $319K
|
27.5K
$2.1M
|
|
|
Oct 21, 2021
Q3 2021
|
Colony Family Offices, LLC
|
SELL
|
- |
-4.17K- 0.93% |
$304K - $326K
|
444K
$33.9M
|
|
|
Oct 13, 2021
Q3 2021
|
Andesa Financial Management Inc.
|
SELL
|
- |
-4.33K- 37.09% |
$316K - $339K
|
7.35K
$561K
|
|
|
Nov 10, 2021
Q3 2021
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-4.49KClosed |
$328K - $351K
|
0
$0
|
|
|
Oct 27, 2021
Q3 2021
|
Peoples Bank
|
SELL
|
- |
-4.5K- 7.88% |
$329K - $352K
|
52.6K
$4.02M
|
|
|
Nov 15, 2021
Q3 2021
|
Y Intercept (Hong Kong) LTD
|
SELL
|
- |
-4.64KClosed |
$339K - $363K
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Schwab Charitable Fund
|
SELL
|
- |
-4.66K- 4.61% |
$340K - $364K
|
96.3K
$7.36M
|
|
|
Oct 25, 2021
Q3 2021
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-4.81KClosed |
$351K - $376K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Hancock Whitney Corp
|
SELL
|
- |
-4.83K- 2.5% |
$352K - $377K
|
188K
$14.4M
|
|
|
Nov 15, 2021
Q3 2021
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-4.9K- 4.7% |
$357K - $383K
|
99.3K
$7.59M
|
|
|
Oct 12, 2021
Q3 2021
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-4.99K- 1.72% |
$364K - $390K
|
286K
$21.8M
|
|
|
Nov 12, 2021
Q3 2021
|
Cpwm, LLC
Seattle, WA |
SELL
|
- |
-5.1K- 25.19% |
$372K - $399K
|
15.2K
$1.16M
|
|
|
Oct 12, 2021
Q3 2021
|
Hya Advisors, Inc
|
SELL
|
- |
-5.23K- 5.42% |
$381K - $409K
|
91.2K
$6.97M
|
|
|
Nov 12, 2021
Q3 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-5.31K- 34.69% |
$387K - $415K
|
9.99K
$763K
|
|
|
Jul 24, 2024
Q3 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-5.52K- 23.67% |
$403K - $431K
|
17.8K
$1.36M
|
|
|
Oct 20, 2021
Q3 2021
|
Venture Visionary Partners LLC
|
SELL
|
- |
-5.61K- 1.91% |
$410K - $439K
|
289K
$22M
|
|
|
Oct 22, 2021
Q3 2021
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-5.93K- 5.26% |
$433K - $464K
|
107K
$8.17M
|
|
|
Oct 13, 2021
Q3 2021
|
Leo Brokerage, LLC
|
SELL
|
- |
-6.12KClosed |
$447K - $479K
|
0
$0
|