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 |
|---|---|---|---|---|---|---|---|
|
Oct 08, 2021
Q3 2021
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
13.1K+ 4.21% |
$959K - $1.03M
|
326K
$25.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Rkl Wealth Management LLC
|
BUY
|
- |
13.1K+ 1.06% |
$956K - $1.02M
|
1.25M
$96M
|
|
|
Nov 16, 2021
Q3 2021
|
Cornerstone Advisory, LLC
|
BUY
|
- |
13.1KNew |
$955K - $1.02M
|
13.1K
$1.01M
|
|
|
Oct 28, 2021
Q3 2021
|
Community Bank, N.A.
|
BUY
|
- |
13.1K+ 2.3% |
$953K - $1.02M
|
580K
$44.6M
|
|
|
Nov 02, 2021
Q3 2021
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
13K+ 18.3% |
$951K - $1.02M
|
84.2K
$6.48M
|
|
|
Nov 12, 2021
Q3 2021
|
Natixis
Paris, I0 |
BUY
|
- |
12.8K+ 8.4% |
$935K - $1M
|
165K
$12.7M
|
|
|
Feb 05, 2024
Q3 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
12.8K+ 10.69% |
$933K - $1M
|
132K
$10.2M
|
|
|
Nov 09, 2021
Q3 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
12.7K+ 77.96% |
$927K - $993K
|
29K
$2.23M
|
|
|
Oct 18, 2021
Q3 2021
|
Sterling Investment Advisors LLC
|
BUY
|
- |
12.7K+ 2.98% |
$924K - $990K
|
437K
$33.6M
|
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
12.5K+ 6.93% |
$913K - $979K
|
193K
$14.9M
|
|
|
Nov 12, 2021
Q3 2021
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
12.5K+ 3.09% |
$913K - $978K
|
417K
$32.1M
|
|
|
Apr 07, 2022
Q3 2021
|
New Perspectives, Inc
Tougaloo, MS |
BUY
|
- |
12.4K+ 6.02% |
$908K - $973K
|
219K
$16.9M
|
|
|
Nov 12, 2021
Q3 2021
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
12.4K+ 5.52% |
$908K - $973K
|
238K
$18.3M
|
|
|
Nov 09, 2021
Q3 2021
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
12.4K+ 9.13% |
$906K - $971K
|
148K
$11.4M
|
|
|
Oct 18, 2021
Q3 2021
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
12.3K+ 5.11% |
$901K - $965K
|
254K
$19.5M
|
|
|
Oct 26, 2021
Q3 2021
|
Orgel Wealth Management, LLC
|
BUY
|
- |
12.3K+ 7.86% |
$896K - $961K
|
169K
$13M
|
|
|
Nov 09, 2021
Q3 2021
|
Independent Order Of Foresters
Toronto, A6 |
BUY
|
- |
12.2K+ 23.06% |
$890K - $954K
|
65.1K
$5.01M
|
|
|
Nov 16, 2021
Q3 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
12.1K+ 11.5% |
$880K - $943K
|
117K
$9M
|
|
|
Nov 15, 2021
Q3 2021
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
12.1K+ 28.31% |
$880K - $943K
|
54.7K
$4.21M
|
|
|
Nov 10, 2021
Q3 2021
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
11.9K+ 5.49% |
$866K - $928K
|
228K
$17.5M
|
|
|
Oct 27, 2021
Q3 2021
|
Aspiriant, LLC
|
BUY
|
- |
11.8K+ 19.92% |
$859K - $920K
|
70.9K
$5.46M
|
|
|
Oct 07, 2021
Q3 2021
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
11.6KNew |
$849K - $910K
|
11.6K
$896K
|
|
|
Nov 12, 2021
Q3 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
11.5K+ 4.75% |
$838K - $898K
|
253K
$19.5M
|
|
|
Nov 01, 2021
Q3 2021
|
Qcm Cayman, Ltd.
|
BUY
|
- |
11.4KNew |
$834K - $894K
|
11.4K
$880K
|
|
|
Oct 13, 2021
Q3 2021
|
Omega Financial Group, LLC
|
BUY
|
- |
11.4K+ 22.46% |
$831K - $891K
|
62.1K
$4.78M
|
|
|
Oct 12, 2021
Q3 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
11.3K+ 12706.74% |
$825K - $884K
|
11.4K
$877K
|
|
|
Nov 08, 2021
Q3 2021
|
Pembroke Management, LTD
|
BUY
|
- |
11.3K+ 15.36% |
$825K - $884K
|
84.9K
$6.53M
|
|
|
Nov 04, 2021
Q3 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
11.1K+ 22.16% |
$812K - $870K
|
61.3K
$4.72M
|
|
|
Oct 19, 2021
Q3 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
11.1K+ 3.99% |
$812K - $870K
|
290K
$22.3M
|
|
|
Nov 15, 2021
Q3 2021
|
Bishop & CO Investment Management, LLC
|
BUY
|
- |
11K+ 3.77% |
$801K - $859K
|
302K
$23.3M
|
|
|
Oct 12, 2021
Q3 2021
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
11K+ 10.13% |
$801K - $858K
|
119K
$9.19M
|
|
|
Oct 14, 2021
Q3 2021
|
Archford Capital Strategies, LLC
|
BUY
|
- |
10.9K+ 11.19% |
$798K - $855K
|
109K
$8.36M
|
|
|
Nov 09, 2021
Q3 2021
|
Graypoint LLC
|
BUY
|
- |
10.9K+ 17.09% |
$797K - $854K
|
74.8K
$5.76M
|
|
|
Nov 05, 2021
Q3 2021
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
10.9K+ 5.66% |
$796K - $853K
|
204K
$15.7M
|
|
|
Oct 13, 2021
Q3 2021
|
Dt Investment Partners, LLC
|
BUY
|
- |
10.8K+ 2.95% |
$789K - $845K
|
378K
$29.1M
|
|
|
Nov 03, 2021
Q3 2021
|
Spectrum Management Group, LLC
|
BUY
|
- |
10.8K+ 61.34% |
$787K - $843K
|
28.4K
$2.18M
|
|
|
Oct 19, 2021
Q3 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
10.7K+ 16.29% |
$783K - $839K
|
76.6K
$5.9M
|
|
|
Oct 21, 2021
Q3 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
10.7K+ 16.92% |
$781K - $837K
|
73.9K
$5.69M
|
|
|
Nov 12, 2021
Q3 2021
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
10.6K+ 35.53% |
$774K - $829K
|
40.4K
$3.11M
|
|
|
Nov 05, 2021
Q3 2021
|
Daniels&Tansey,Llp
|
BUY
|
- |
10.4K+ 3.96% |
$758K - $813K
|
273K
$21M
|
|
|
Nov 04, 2021
Q3 2021
|
Modera Wealth Management, LLC
|
BUY
|
- |
10.4K+ 1.96% |
$757K - $811K
|
540K
$41.6M
|
|
|
Nov 05, 2021
Q3 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
10.4K+ 2.74% |
$756K - $810K
|
388K
$29.9M
|
|
|
Dec 01, 2022
Q3 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
10.4K+ 2.74% |
$756K - $810K
|
388K
$29.9M
|
|
|
Oct 25, 2021
Q3 2021
|
Wbh Advisory Inc
|
BUY
|
- |
10.2K+ 8.51% |
$742K - $796K
|
130K
$9.99M
|
|
|
Nov 12, 2021
Q3 2021
|
Scotia Capital Inc.
|
BUY
|
- |
10.2K+ 51.76% |
$742K - $795K
|
29.8K
$2.3M
|
|
|
Nov 03, 2021
Q3 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
10.1K+ 84.39% |
$738K - $791K
|
22.1K
$1.7M
|
|
|
Nov 09, 2021
Q3 2021
|
Wealth Architects, LLC
|
BUY
|
- |
10.1K+ 5.69% |
$735K - $787K
|
187K
$14.4M
|
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
9.76K+ 16.48% |
$712K - $763K
|
69K
$5.31M
|
|
|
Nov 15, 2021
Q3 2021
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
9.67K+ 3.19% |
$706K - $756K
|
313K
$24.1M
|
|
|
Nov 12, 2021
Q3 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
9.41K+ 173.95% |
$687K - $736K
|
14.8K
$1.14M
|