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 04, 2021
Q3 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
35.8K+ 18.4% |
$2.61M - $2.8M
|
231K
$17.7M
|
|
|
Nov 01, 2021
Q3 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
35.5KNew |
$2.59M - $2.78M
|
35.5K
$2.73M
|
|
|
Nov 03, 2021
Q3 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
35K+ 7.71% |
$2.55M - $2.74M
|
489K
$37.6M
|
|
|
Nov 15, 2021
Q3 2021
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
35K+ 582.97% |
$2.55M - $2.74M
|
41K
$3.15M
|
|
|
Nov 10, 2021
Q3 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
34.9K+ 3.81% |
$2.54M - $2.73M
|
951K
$73.2M
|
|
|
Oct 29, 2021
Q3 2021
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
34.3K+ 11.11% |
$2.5M - $2.68M
|
343K
$26.4M
|
|
|
Oct 15, 2021
Q3 2021
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
34.1K+ 5.44% |
$2.49M - $2.67M
|
662K
$51M
|
|
|
Oct 21, 2021
Q3 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
34K+ 85.1% |
$2.48M - $2.66M
|
73.9K
$5.69M
|
|
|
Nov 12, 2021
Q3 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
33K+ 12.81% |
$2.41M - $2.58M
|
290K
$22.4M
|
|
|
Sep 21, 2023
Q3 2021
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
33K+ 22.57% |
$2.4M - $2.58M
|
179K
$13.8M
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
32.6K+ 11.53% |
$2.38M - $2.55M
|
315K
$24.2M
|
|
|
Nov 09, 2021
Q3 2021
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
32.4K+ 19.93% |
$2.36M - $2.53M
|
195K
$15M
|
|
|
Oct 15, 2021
Q3 2021
|
Bartlett & Co. LLC
|
BUY
|
- |
32.1K+ 4.58% |
$2.35M - $2.51M
|
733K
$56.5M
|
|
|
Feb 13, 2024
Q3 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
32.1K+ 4.58% |
$2.35M - $2.51M
|
733K
$56.5M
|
|
|
Nov 05, 2021
Q3 2021
|
Mission Wealth Management, LP
|
BUY
|
- |
31.8K+ 2.72% |
$2.32M - $2.49M
|
1.2M
$92.5M
|
|
|
Nov 15, 2021
Q3 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
31.4K+ 34.09% |
$2.29M - $2.46M
|
124K
$9.52M
|
|
|
Oct 19, 2021
Q3 2021
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
31.3K+ 12.39% |
$2.29M - $2.45M
|
284K
$21.9M
|
|
|
Oct 25, 2021
Q3 2021
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
30.6K+ 11.59% |
$2.23M - $2.39M
|
295K
$22.7M
|
|
|
Oct 27, 2021
Q3 2021
|
Lvz, Inc.
|
BUY
|
- |
30.5K+ 4.66% |
$2.22M - $2.38M
|
684K
$52.6M
|
|
|
Nov 05, 2021
Q3 2021
|
Shufro Rose & CO LLC
|
BUY
|
- |
30.3K+ 22.32% |
$2.21M - $2.37M
|
166K
$12.8M
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
30.1K+ 47.8% |
$2.2M - $2.36M
|
93.2K
$7.17M
|
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
30KNew |
$2.19M - $2.35M
|
30K
$2.31M
|
|
|
Oct 19, 2021
Q3 2021
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
29.3K+ 3.89% |
$2.14M - $2.29M
|
783K
$60.2M
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
29K+ 4.41% |
$2.12M - $2.27M
|
687K
$52.9M
|
|
|
Nov 15, 2021
Q3 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
28.9K+ 12.62% |
$2.11M - $2.26M
|
258K
$19.9M
|
|
|
Nov 12, 2021
Q3 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
28.8K+ 12.63% |
$2.11M - $2.26M
|
257K
$19.8M
|
|
|
Oct 19, 2021
Q3 2021
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
28.6K+ 20.26% |
$2.08M - $2.23M
|
169K
$13M
|
|
|
Oct 19, 2021
Q3 2021
|
Jordan Park Group LLC
|
BUY
|
- |
28.5K+ 35.85% |
$2.08M - $2.23M
|
108K
$8.32M
|
|
|
Nov 10, 2021
Q3 2021
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
28.1K+ 16.09% |
$2.05M - $2.2M
|
203K
$15.6M
|
|
|
Nov 15, 2021
Q3 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
27.7K+ 3.51% |
$2.02M - $2.17M
|
818K
$62.9M
|
|
|
Nov 05, 2021
Q3 2021
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
27.4K+ 4.47% |
$2M - $2.14M
|
641K
$49.4M
|
|
|
Oct 13, 2021
Q3 2021
|
Portland Global Advisors LLC
|
BUY
|
- |
27.3K+ 24.42% |
$2M - $2.14M
|
139K
$10.7M
|
|
|
Nov 10, 2021
Q3 2021
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
27.3K+ 0.99% |
$1.99M - $2.13M
|
2.79M
$215M
|
|
|
Nov 02, 2021
Q3 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
27.1K+ 2.7% |
$1.98M - $2.12M
|
1.03M
$79.4M
|
|
|
Nov 23, 2021
Q3 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
26K+ 232.9% |
$1.9M - $2.04M
|
37.2K
$2.86M
|
|
|
Oct 29, 2021
Q3 2021
|
True Link Financial Advisors, LLC
|
BUY
|
- |
26K+ 7.1% |
$1.9M - $2.03M
|
392K
$30.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
25.3K+ 28.18% |
$1.85M - $1.98M
|
115K
$8.87M
|
|
|
Oct 14, 2021
Q3 2021
|
Berkshire Bank
|
BUY
|
- |
25.1K+ 84.27% |
$1.83M - $1.96M
|
54.9K
$4.22M
|
|
|
Oct 28, 2021
Q3 2021
|
Macroview Investment Management LLC
|
BUY
|
- |
25K+ 77.99% |
$1.82M - $1.95M
|
57K
$4.39M
|
|
|
Feb 15, 2022
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
24.6K+ 549.25% |
$1.8M - $1.93M
|
29.1K
$2.24M
|
|
|
Oct 14, 2021
Q3 2021
|
Davenport & CO LLC
|
BUY
|
- |
24.5K+ 16.17% |
$1.79M - $1.92M
|
176K
$13.6M
|
|
|
Mar 24, 2023
Q3 2021
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
24.5K+ 18.46% |
$1.79M - $1.91M
|
157K
$12.1M
|
|
|
Oct 29, 2021
Q3 2021
|
Financial Life Advisors
|
BUY
|
- |
24.1K+ 6.73% |
$1.76M - $1.88M
|
382K
$29.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
23.4K+ 7.89% |
$1.71M - $1.83M
|
320K
$24.7M
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
23.4K+ 5.06% |
$1.71M - $1.83M
|
486K
$37.4M
|
|
|
Oct 26, 2021
Q3 2021
|
Karp Capital Management Corp
|
BUY
|
- |
23.3K+ 16.74% |
$1.7M - $1.82M
|
163K
$12.5M
|
|
|
Oct 29, 2021
Q3 2021
|
Brio Consultants, LLC
|
BUY
|
- |
22.4K+ 8.46% |
$1.64M - $1.76M
|
288K
$22.2M
|
|
|
Oct 22, 2021
Q3 2021
|
Arbor Investment Advisors, LLC
|
BUY
|
- |
22.2K+ 41.45% |
$1.62M - $1.74M
|
75.7K
$5.83M
|
|
|
Nov 12, 2021
Q3 2021
|
Petix & Botte CO
|
BUY
|
- |
21.9K+ 76.75% |
$1.6M - $1.71M
|
50.4K
$3.88M
|
|
|
Nov 02, 2021
Q3 2021
|
Signature Securities Group Corporation
|
BUY
|
- |
21.6KNew |
$1.57M - $1.69M
|
21.6K
$1.66M
|