Purchases and Sales Made in Q3 2021 in Ishares Tr (IEFA)

IEFA Quotes by TradingView

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 03, 2021 Q3 2021
Ackerman Capital Advisors, LLC

BUY
 -
21.1K
New
$1.54M - $1.65M
21.1K $1.64M
Oct 28, 2021 Q3 2021
Shore Haven Wealth Partners, LLC

BUY
 -
20.9K
+ 8.98%
$1.53M - $1.64M
254K $19.7M
Nov 09, 2021 Q3 2021
Sawtooth Solutions, LLC

BUY
 -
20.8K
+ 56.5%
$1.52M - $1.63M
57.6K $4.47M
Nov 12, 2021 Q3 2021
Prospera Financial Services Inc

BUY
 -
20.3K
+ 53.73%
$1.48M - $1.59M
58.2K $4.52M
Nov 15, 2021 Q3 2021
Innealta Capital, LLC

Austin, TX
BUY
 -
20.3K
New
$1.48M - $1.59M
20.3K $1.57M
Nov 08, 2021 Q3 2021
Synovus Financial Corp

Columbus, GA
BUY
 -
20.1K
+ 33.76%
$1.46M - $1.57M
79.5K $6.16M
Nov 12, 2021 Q3 2021
Financial Engines Advisors L.L.C.

Santa Clara, CA
BUY
 -
19.3K
+ 4.09%
$1.41M - $1.51M
492K $38.1M
Nov 10, 2021 Q3 2021
Heritage Wealth Management, LLC

Phoenix, AZ
BUY
 -
19.2K
+ 51.45%
$1.4M - $1.5M
56.5K $4.38M
Oct 08, 2021 Q3 2021
Fragasso Group Inc.

Pittsburgh, PA
BUY
 -
18.4K
+ 4.46%
$1.34M - $1.44M
431K $33.4M
Oct 19, 2021 Q3 2021
Fundamentun, LLC

Beachwood, OH
BUY
 -
18.2K
+ 14.41%
$1.33M - $1.43M
145K $11.2M
Jan 27, 2023 Q3 2021
Gladstone Institutional Advisory LLC

Boca Raton, FL
BUY
 -
18.1K
+ 24.9%
$1.32M - $1.42M
91K $7.06M
Oct 27, 2021 Q3 2021
Ziegler Capital Management, LLC

BUY
 -
18.1K
New
$1.32M - $1.41M
18.1K $1.4M
Nov 05, 2021 Q3 2021
Smith, Salley & Associates

BUY
 -
18K
+ 19.89%
$1.31M - $1.41M
108K $8.4M
Oct 12, 2021 Q3 2021
Tarbox Family Office, Inc.

BUY
 -
17.8K
+ 3.22%
$1.3M - $1.4M
571K $44.3M
Oct 20, 2021 Q3 2021
Guidance Point Advisors, LLC

BUY
 -
17.7K
+ 12.68%
$1.3M - $1.39M
158K $12.2M
Nov 12, 2021 Q3 2021
Archetype Wealth Partners

Houston, TX
BUY
 -
17.7K
+ 5.64%
$1.29M - $1.38M
331K $25.7M
Nov 15, 2021 Q3 2021
Apollon Wealth Management, LLC

Mount Pleasant, SC
BUY
 -
17.3K
+ 19.26%
$1.26M - $1.35M
107K $8.32M
Nov 12, 2021 Q3 2021
Baron Silver Stevens Financial Advisors, LLC

BUY
 -
17.3K
+ 44.64%
$1.26M - $1.35M
56K $4.34M
Nov 05, 2021 Q3 2021
Valley Forge Investment Consultants Inc Adv

BUY
 -
16.8K
+ 7.37%
$1.23M - $1.32M
245K $19M
Oct 19, 2021 Q3 2021
Summit X, LLC

Chesterfield, MO
BUY
 -
16.7K
+ 17.85%
$1.22M - $1.31M
110K $8.55M
Nov 12, 2021 Q3 2021
Harrell Investment Partners, LLC

Austin, TX
BUY
 -
16.6K
+ 24.11%
$1.21M - $1.3M
85.4K $6.63M
Nov 05, 2021 Q3 2021
New York Life Investment Management LLC

New York, NY
BUY
 -
16.5K
+ 4.31%
$1.2M - $1.29M
399K $31M
Nov 04, 2021 Q3 2021
Financial Advocates Investment Management

Olympia, WA
BUY
 -
16.5K
+ 18.22%
$1.2M - $1.29M
107K $8.3M
Oct 18, 2021 Q3 2021
Raymond James Trust N.A.

BUY
 -
16.5K
+ 5.08%
$1.2M - $1.29M
340K $26.4M
Nov 10, 2021 Q3 2021
Vista Capital Partners, Inc.

BUY
 -
16.1K
New
$1.18M - $1.26M
16.1K $1.25M
Oct 28, 2021 Q3 2021
Insight Wealth Strategies, LLC

San Ramon, CA
BUY
 -
16K
+ 156.08%
$1.17M - $1.25M
26.2K $2.04M
Nov 12, 2021 Q3 2021
Johnson Financial Group, Inc.

Racine, WI
BUY
 -
16K
+ 8.51%
$1.16M - $1.25M
203K $15.8M
Feb 22, 2022 Q3 2021
Matrix Private Capital Group LLC

New York, NY
BUY
 -
15.6K
+ 15.36%
$1.14M - $1.22M
117K $9.08M
Oct 28, 2021 Q3 2021
Better Money Decisions, LLC

BUY
 -
15.4K
+ 8.75%
$1.13M - $1.21M
192K $14.9M
Oct 28, 2021 Q3 2021
Sigma Planning Corp

Ann Arbor, MI
BUY
 -
15.4K
+ 6.57%
$1.13M - $1.21M
250K $19.4M
Nov 12, 2021 Q3 2021
New Edge Wealth, LLC

Pittsburgh, PA
BUY
 -
15.2K
+ 8.98%
$1.11M - $1.19M
185K $14.3M
Nov 01, 2021 Q3 2021
Neumann Capital Management, LLC

BUY
 -
15K
+ 310.88%
$1.1M - $1.17M
19.9K $1.54M
Oct 22, 2021 Q3 2021
Spire Wealth Management

BUY
 -
14.9K
+ 5.55%
$1.09M - $1.17M
283K $22M
Nov 15, 2021 Q3 2021
Twin Focus Capital Partners, LLC

Boston, MA
BUY
 -
14.9K
+ 4.44%
$1.08M - $1.16M
350K $27.1M
Oct 22, 2021 Q3 2021
Global Retirement Partners, LLC

BUY
 -
14.6K
+ 10.12%
$1.06M - $1.14M
159K $12.3M
Nov 12, 2021 Q3 2021
Arvest Bank Trust Division

Dewey, OK
BUY
 -
14.5K
+ 10.88%
$1.06M - $1.14M
148K $11.5M
Nov 15, 2021 Q3 2021
Elk River Wealth Management, LLC

BUY
 -
14.2K
+ 12.14%
$1.04M - $1.11M
131K $10.2M
Nov 10, 2021 Q3 2021
Waddell & Associates, LLC

BUY
 -
14.2K
+ 3.26%
$1.03M - $1.11M
449K $34.8M
Oct 13, 2021 Q3 2021
Conservest Capital Advisors, Inc.

BUY
 -
14.1K
+ 2.47%
$1.03M - $1.1M
585K $45.4M
Oct 20, 2021 Q3 2021
Csenge Advisory Group

BUY
 -
14K
+ 40.37%
$1.02M - $1.09M
48.6K $3.77M
Oct 26, 2021 Q3 2021
Ccg Wealth Management, LLC

BUY
 -
13.9K
+ 14.13%
$1.02M - $1.09M
112K $8.72M
Nov 01, 2021 Q3 2021
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
13.8K
New
$1.01M - $1.08M
13.8K $1.07M
Nov 09, 2021 Q3 2021
Mtc Wealth Management LLC

BUY
 -
13.7K
+ 4.85%
$1M - $1.07M
297K $23M
Nov 12, 2021 Q3 2021
Massmutual Trust CO Fsb

BUY
 -
13.7K
+ 19.28%
$1M - $1.07M
84.8K $6.57M
Nov 15, 2021 Q3 2021
Two Sigma Securities, LLC

New York, NY
BUY
 -
13.5K
New
$983K - $1.05M
13.5K $1.05M
Nov 15, 2021 Q3 2021
First Foundation Advisors

Irvine, CA
BUY
 -
13.4K
+ 22.46%
$977K - $1.05M
73K $5.66M
Oct 26, 2021 Q3 2021
Financial Counselors Inc

BUY
 -
13.4K
+ 8.39%
$976K - $1.05M
173K $13.4M
Nov 15, 2021 Q3 2021
Harbour Investments, Inc.

Madison, WI
BUY
 -
13.4K
+ 2.93%
$975K - $1.05M
469K $36.4M
Oct 26, 2021 Q3 2021
Edge Capital Group, LLC

BUY
 -
13.3K
+ 4.69%
$969K - $1.04M
296K $23M

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