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
|
Grimes & Company, Inc.
|
BUY
|
- |
72K+ 4.7% |
$5.25M - $5.63M
|
1.6M
$122M
|
|
Nov 09, 2021
Q3 2021
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
70.3KNew |
$5.13M - $5.5M
|
70.3K
$5.37M
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
69.7K+ 4.75% |
$5.08M - $5.45M
|
1.54M
$117M
|
|
Nov 15, 2021
Q3 2021
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
67.2K+ 6.15% |
$4.9M - $5.25M
|
1.16M
$88.7M
|
|
Nov 15, 2021
Q3 2021
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
62.4K+ 5.3% |
$4.56M - $4.88M
|
1.24M
$94.7M
|
|
Nov 12, 2021
Q3 2021
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
62.1K+ 2.76% |
$4.53M - $4.85M
|
2.31M
$177M
|
|
Oct 26, 2021
Q3 2021
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
61.9K+ 10.47% |
$4.51M - $4.84M
|
653K
$49.9M
|
|
Nov 15, 2021
Q3 2021
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
60K+ 3.51% |
$4.38M - $4.69M
|
1.77M
$135M
|
|
Oct 13, 2021
Q3 2021
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
57.7K+ 7.11% |
$4.21M - $4.51M
|
870K
$66.5M
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
57K+ 28.19% |
$4.16M - $4.46M
|
259K
$19.8M
|
|
Nov 05, 2021
Q3 2021
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
56.4K+ 13.59% |
$4.11M - $4.41M
|
471K
$36M
|
|
Nov 05, 2021
Q3 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
56.3K+ 34.9% |
$4.11M - $4.41M
|
218K
$16.6M
|
|
Nov 09, 2021
Q3 2021
|
Connable Office Inc
|
BUY
|
- |
56.2K+ 21.69% |
$4.1M - $4.39M
|
315K
$24.1M
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Nova Scotia
|
BUY
|
- |
55.5KNew |
$4.05M - $4.34M
|
55.5K
$4.24M
|
|
Nov 15, 2021
Q3 2021
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
55.5K+ 6.45% |
$4.05M - $4.34M
|
915K
$69.9M
|
|
Nov 15, 2021
Q3 2021
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
54.9K+ 1.27% |
$4.01M - $4.29M
|
4.38M
$335M
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
54.7K+ 15.05% |
$3.99M - $4.27M
|
418K
$31.9M
|
|
Nov 15, 2021
Q3 2021
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
54K+ 149.35% |
$3.94M - $4.22M
|
90.2K
$6.89M
|
|
Nov 04, 2021
Q3 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
53.7K+ 5.88% |
$3.92M - $4.2M
|
966K
$73.8M
|
|
Feb 10, 2022
Q3 2021
|
Cypress Capital, LLC
|
BUY
|
- |
52.1KNew |
$3.8M - $4.08M
|
52.1K
$3.98M
|
|
Nov 04, 2021
Q3 2021
|
Compton Financial Group, LLC
|
BUY
|
- |
52.1K+ 10.4% |
$3.8M - $4.07M
|
553K
$42.2M
|
|
Nov 15, 2021
Q3 2021
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
50.3K+ 23.06% |
$3.67M - $3.93M
|
268K
$20.5M
|
|
Nov 10, 2021
Q3 2021
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
49.8K+ 37.0% |
$3.63M - $3.89M
|
184K
$14.1M
|
|
Nov 10, 2021
Q3 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
49.5K+ 65.55% |
$3.61M - $3.87M
|
125K
$9.55M
|
|
Nov 12, 2021
Q3 2021
|
Coldstream Capital Management Inc
|
BUY
|
- |
47.7K+ 22.54% |
$3.48M - $3.73M
|
260K
$19.8M
|
|
Oct 18, 2021
Q3 2021
|
Polaris Wealth Advisory Group, LLC
|
BUY
|
- |
47.5KNew |
$3.47M - $3.72M
|
47.5K
$3.63M
|
|
Oct 28, 2021
Q3 2021
|
Amg National Trust Bank
|
BUY
|
- |
47.4K+ 11.07% |
$3.46M - $3.71M
|
476K
$36.4M
|
|
Nov 03, 2021
Q3 2021
|
Crestwood Advisors Group LLC
|
BUY
|
- |
47.1K+ 3.91% |
$3.44M - $3.68M
|
1.25M
$95.5M
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
BUY
|
- |
45.3K+ 1200.42% |
$3.31M - $3.54M
|
49.1K
$3.75M
|
|
Nov 08, 2021
Q3 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
44.7K+ 10.7% |
$3.26M - $3.5M
|
462K
$35.3M
|
|
Oct 12, 2021
Q3 2021
|
First Hawaiian Bank
|
BUY
|
- |
44.2K+ 2.81% |
$3.23M - $3.46M
|
1.62M
$124M
|
|
Oct 25, 2021
Q3 2021
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
43.7K+ 27.9% |
$3.19M - $3.42M
|
200K
$15.3M
|
|
Nov 22, 2021
Q3 2021
|
Comerica Bank
|
BUY
|
- |
43.5K+ 16.16% |
$3.18M - $3.4M
|
313K
$23.9M
|
|
Oct 28, 2021
Q3 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
43.2K+ 142.78% |
$3.15M - $3.38M
|
73.4K
$5.61M
|
|
Nov 12, 2021
Q3 2021
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
42.5K+ 3.27% |
$3.1M - $3.32M
|
1.34M
$103M
|
|
Nov 12, 2021
Q3 2021
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
40.4K+ 1.93% |
$2.95M - $3.16M
|
2.13M
$163M
|
|
Oct 15, 2021
Q3 2021
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
40.1K+ 41.73% |
$2.93M - $3.14M
|
136K
$10.4M
|
|
Oct 29, 2021
Q3 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
40K+ 1.94% |
$2.92M - $3.13M
|
2.1M
$160M
|
|
Nov 03, 2021
Q3 2021
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
39.4K+ 1223.28% |
$2.87M - $3.08M
|
42.6K
$3.25M
|
|
Oct 13, 2021
Q3 2021
|
Wela Strategies, Inc.
|
BUY
|
- |
38.6K+ 36.39% |
$2.82M - $3.02M
|
145K
$11.1M
|
|
Oct 25, 2021
Q3 2021
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
38.3K+ 7.56% |
$2.8M - $3M
|
545K
$41.6M
|
|
Nov 15, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
38.2K+ 151.42% |
$2.79M - $2.98M
|
63.4K
$4.84M
|
|
Nov 02, 2021
Q3 2021
|
Heritage Wealth Advisors
|
BUY
|
- |
38K+ 5.26% |
$2.77M - $2.97M
|
760K
$58.1M
|
|
Nov 04, 2021
Q3 2021
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
37.9K+ 5.48% |
$2.77M - $2.96M
|
730K
$55.8M
|
|
Nov 12, 2021
Q3 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
37.4K+ 7.43% |
$2.73M - $2.93M
|
541K
$41.3M
|
|
Nov 15, 2021
Q3 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
37.3K+ 377.14% |
$2.72M - $2.92M
|
47.2K
$3.61M
|
|
Nov 15, 2021
Q3 2021
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
37K+ 72.38% |
$2.7M - $2.89M
|
88.1K
$6.73M
|
|
Oct 15, 2021
Q3 2021
|
Fifth Third Bancorp
|
BUY
|
- |
36.7K+ 0.92% |
$2.68M - $2.87M
|
4.04M
$308M
|
|
Oct 01, 2021
Q3 2021
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
36.4K+ 3.69% |
$2.65M - $2.84M
|
1.02M
$78.1M
|
|
Oct 18, 2021
Q3 2021
|
Umb Bank, N.A.
|
BUY
|
- |
35.9K+ 3.75% |
$2.62M - $2.81M
|
995K
$76M
|