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 16, 2021
Q3 2021
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-24.7K- 4.55% |
$1.8M - $1.93M
|
518K
$39.6M
|
|
|
Oct 28, 2021
Q3 2021
|
Truepoint, Inc.
|
SELL
|
- |
-24.9K- 1.95% |
$1.81M - $1.94M
|
1.25M
$95.7M
|
|
|
Oct 21, 2021
Q3 2021
|
Defined Wealth Management, LLC
|
SELL
|
- |
-25.1K- 41.06% |
$1.83M - $1.96M
|
36K
$2.75M
|
|
|
Nov 04, 2021
Q3 2021
|
Prw Wealth Management LLC
|
SELL
|
- |
-26.8KClosed |
$1.96M - $2.1M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-26.9K- 17.87% |
$1.96M - $2.1M
|
123K
$9.43M
|
|
|
Nov 16, 2021
Q3 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-28.7K- 3.3% |
$2.1M - $2.25M
|
842K
$64.3M
|
|
|
Nov 15, 2021
Q3 2021
|
Claybrook Capital, LLC
|
SELL
|
- |
-30KClosed |
$2.19M - $2.35M
|
0
$0
|
|
|
Oct 26, 2021
Q3 2021
|
Advisory Resource Group
|
SELL
|
- |
-31.1KClosed |
$2.27M - $2.43M
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Fusion Family Wealth LLC
|
SELL
|
- |
-31.6K- 17.05% |
$2.31M - $2.47M
|
154K
$11.8M
|
|
|
Nov 12, 2021
Q3 2021
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-32.1K- 50.7% |
$2.34M - $2.51M
|
31.2K
$2.38M
|
|
|
Jul 17, 2024
Q3 2021
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-32.2K- 98.47% |
$2.35M - $2.52M
|
501
$38.3K
|
|
|
Nov 15, 2021
Q3 2021
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-33K- 5.77% |
$2.41M - $2.58M
|
539K
$41.2M
|
|
|
Nov 16, 2021
Q3 2021
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-33.4K- 0.91% |
$2.44M - $2.61M
|
3.65M
$279M
|
|
|
Oct 26, 2021
Q3 2021
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-38.3KClosed |
$2.8M - $3M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
SELL
|
- |
-38.8K- 5.68% |
$2.83M - $3.04M
|
645K
$49.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Drexel Morgan & Co.
Radnor, PA |
SELL
|
- |
-44.2KClosed |
$3.23M - $3.46M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-44.3K- 14.68% |
$3.24M - $3.47M
|
258K
$19.7M
|
|
|
Nov 12, 2021
Q3 2021
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-50K- 37.04% |
$3.65M - $3.91M
|
85K
$6.49M
|
|
|
Nov 10, 2021
Q3 2021
|
Strategic Investment Management, LLC
|
SELL
|
- |
-50.7K- 5.31% |
$3.7M - $3.96M
|
905K
$69.1M
|
|
|
Nov 16, 2021
Q3 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-50.9K- 81.99% |
$3.71M - $3.98M
|
11.2K
$854K
|
|
|
Nov 12, 2021
Q3 2021
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-50.9K- 1.1% |
$3.71M - $3.98M
|
4.56M
$348M
|
|
|
Nov 12, 2021
Q3 2021
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-53.9K- 48.2% |
$3.94M - $4.22M
|
58K
$4.43M
|
|
|
Nov 09, 2021
Q3 2021
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-54.1K- 59.95% |
$3.95M - $4.23M
|
36.2K
$2.76M
|
|
|
Oct 20, 2021
Q3 2021
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-57.1K- 21.02% |
$4.17M - $4.46M
|
215K
$16.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-58.7K- 8.08% |
$4.29M - $4.59M
|
668K
$51.1M
|
|
|
Nov 09, 2021
Q3 2021
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
SELL
|
- |
-64.9K- 79.44% |
$4.74M - $5.07M
|
16.8K
$1.28M
|
|
|
Nov 15, 2021
Q3 2021
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-70.4K- 48.61% |
$5.14M - $5.5M
|
74.4K
$5.69M
|
|
|
Nov 15, 2021
Q3 2021
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-71.9K- 4.03% |
$5.24M - $5.62M
|
1.71M
$131M
|
|
|
Nov 15, 2021
Q3 2021
|
Donoghue Forlines LLC
|
SELL
|
- |
-77K- 96.63% |
$5.62M - $6.02M
|
2.69K
$205K
|
|
|
Nov 12, 2021
Q3 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-79.8K- 99.46% |
$5.82M - $6.24M
|
430
$32.9K
|
|
|
Oct 21, 2021
Q3 2021
|
Alaska Permanent Capital Management
|
SELL
|
- |
-81.8K- 3.93% |
$5.97M - $6.4M
|
2M
$153M
|
|
|
Nov 15, 2021
Q3 2021
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-87.2KClosed |
$6.36M - $6.82M
|
0
$0
|
|
|
Dec 20, 2022
Q3 2021
|
Cambridge Associates LLC
Boston, MA |
SELL
|
- |
-87.6K- 67.49% |
$6.39M - $6.85M
|
42.2K
$3.22M
|
|
|
Nov 15, 2021
Q3 2021
|
Lbmc Investment Advisors, LLC
|
SELL
|
- |
-100K- 21.58% |
$7.33M - $7.86M
|
365K
$27.9M
|
|
|
Nov 12, 2021
Q3 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-112K- 77.04% |
$8.15M - $8.73M
|
33.3K
$2.54M
|
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-113K- 4.83% |
$8.27M - $8.86M
|
2.23M
$170M
|
|
|
Nov 03, 2021
Q3 2021
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-123K- 97.78% |
$8.94M - $9.58M
|
2.79K
$213K
|
|
|
Nov 15, 2021
Q3 2021
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-125K- 9.85% |
$9.14M - $9.79M
|
1.15M
$87.5M
|
|
|
Nov 12, 2021
Q3 2021
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-128K- 11.77% |
$9.35M - $10M
|
960K
$73.4M
|
|
|
Nov 09, 2021
Q3 2021
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-128K- 92.59% |
$9.35M - $10M
|
10.3K
$784K
|
|
|
Nov 04, 2021
Q3 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-134KClosed |
$9.79M - $10.5M
|
0
$0
|
|
|
Oct 29, 2021
Q3 2021
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-134K- 7.33% |
$9.79M - $10.5M
|
1.7M
$130M
|
|
|
Oct 14, 2021
Q3 2021
|
Ritholtz Wealth Management
|
SELL
|
- |
-141K- 14.25% |
$10.3M - $11M
|
850K
$64.9M
|
|
|
Nov 09, 2021
Q3 2021
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-142KClosed |
$10.3M - $11.1M
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-146K- 82.61% |
$10.6M - $11.4M
|
30.7K
$2.35M
|
|
|
Nov 12, 2021
Q3 2021
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-158K- 30.9% |
$11.6M - $12.4M
|
354K
$27.1M
|
|
|
Nov 02, 2021
Q3 2021
|
Victory Capital Management Inc
|
SELL
|
- |
-191K- 1.74% |
$13.9M - $14.9M
|
10.8M
$823M
|
|
|
Oct 20, 2021
Q3 2021
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-202K- 43.86% |
$14.7M - $15.8M
|
258K
$19.7M
|
|
|
Nov 12, 2021
Q3 2021
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-216KClosed |
$15.7M - $16.9M
|
0
$0
|
|
|
Oct 12, 2021
Q3 2021
|
Cva Family Office, LLC
|
SELL
|
- |
-219K- 74.79% |
$16M - $17.1M
|
73.8K
$5.64M
|