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
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
9.4K+ 10.0% |
$686K - $735K
|
103K
$7.96M
|
|
|
Nov 12, 2021
Q3 2021
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
9.22KNew |
$673K - $721K
|
9.22K
$710K
|
|
|
Oct 19, 2021
Q3 2021
|
Ellevest, Inc.
|
BUY
|
- |
9.16K+ 14.39% |
$668K - $716K
|
72.8K
$5.6M
|
|
|
Oct 08, 2021
Q3 2021
|
Shelter Mutual Insurance CO
|
BUY
|
- |
9.15K+ 5.34% |
$668K - $716K
|
180K
$13.9M
|
|
|
Dec 10, 2021
Q3 2021
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
9.07K+ 4.96% |
$662K - $710K
|
192K
$14.8M
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
9.06K+ 10.21% |
$661K - $709K
|
97.8K
$7.53M
|
|
|
Nov 05, 2021
Q3 2021
|
First National Trust CO
|
BUY
|
- |
9.04K+ 6.4% |
$660K - $707K
|
150K
$11.6M
|
|
|
Nov 12, 2021
Q3 2021
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
9KNew |
$657K - $704K
|
9K
$693K
|
|
|
Nov 12, 2021
Q3 2021
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
8.92K+ 69.25% |
$651K - $698K
|
21.8K
$1.68M
|
|
|
Oct 15, 2021
Q3 2021
|
First National Bank Sioux Falls
|
BUY
|
- |
8.89KNew |
$649K - $695K
|
8.89K
$684K
|
|
|
Nov 05, 2021
Q3 2021
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
8.85K+ 6.39% |
$646K - $692K
|
147K
$11.4M
|
|
|
Oct 13, 2021
Q3 2021
|
Hollencrest Capital Management
|
BUY
|
- |
8.84K+ 3.49% |
$645K - $691K
|
262K
$20.2M
|
|
|
Nov 15, 2021
Q3 2021
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
8.77K+ 5.24% |
$640K - $686K
|
176K
$13.6M
|
|
|
Sep 10, 2024
Q3 2021
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
8.7K+ 5.66% |
$635K - $680K
|
162K
$12.5M
|
|
|
Nov 10, 2021
Q3 2021
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
8.62KNew |
$629K - $674K
|
8.62K
$664K
|
|
|
Nov 12, 2021
Q3 2021
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
8.45K+ 4.7% |
$617K - $661K
|
188K
$14.5M
|
|
|
Nov 12, 2021
Q3 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
8.31K+ 63.01% |
$607K - $650K
|
21.5K
$1.66M
|
|
|
Oct 19, 2021
Q3 2021
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
8.05KNew |
$587K - $629K
|
8.05K
$619K
|
|
|
Nov 12, 2021
Q3 2021
|
Accredited Investors Inc.
|
BUY
|
- |
7.86KNew |
$573K - $614K
|
7.86K
$605K
|
|
|
Oct 13, 2021
Q3 2021
|
Veery Capital, LLC
|
BUY
|
- |
7.79K+ 6.93% |
$569K - $609K
|
120K
$9.25M
|
|
|
Oct 26, 2021
Q3 2021
|
Leavell Investment Management, Inc.
|
BUY
|
- |
7.74K+ 28.1% |
$565K - $606K
|
35.3K
$2.72M
|
|
|
Nov 09, 2021
Q3 2021
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
7.56KNew |
$552K - $591K
|
7.56K
$582K
|
|
|
Oct 12, 2021
Q3 2021
|
Cypress Capital Group
|
BUY
|
- |
7.47KNew |
$545K - $584K
|
7.47K
$575K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.44K+ 2.33% |
$543K - $581K
|
326K
$25.1M
|
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
7.43K+ 12.82% |
$542K - $581K
|
65.4K
$5.03M
|
|
|
Nov 08, 2021
Q3 2021
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
7.42K+ 11.14% |
$542K - $580K
|
74K
$5.7M
|
|
|
Oct 28, 2021
Q3 2021
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
7.37K+ 2.26% |
$538K - $577K
|
334K
$25.7M
|
|
|
Oct 18, 2021
Q3 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
7.33K+ 42.46% |
$535K - $573K
|
24.6K
$1.89M
|
|
|
Nov 15, 2021
Q3 2021
|
Aspireon Wealth Advisors
|
BUY
|
- |
7.27K+ 15.24% |
$531K - $569K
|
55K
$4.23M
|
|
|
Dec 06, 2021
Q3 2021
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
7.26K+ 9.7% |
$530K - $568K
|
82.2K
$6.33M
|
|
|
Nov 10, 2021
Q3 2021
|
Comerica Securities,Inc.
|
BUY
|
- |
7.12K+ 7.1% |
$519K - $556K
|
107K
$8.27M
|
|
|
Oct 25, 2021
Q3 2021
|
Single Point Partners, LLC
|
BUY
|
- |
7K+ 5.94% |
$511K - $547K
|
125K
$9.62M
|
|
|
Oct 21, 2021
Q3 2021
|
Hudson Capital Management LLC
|
BUY
|
- |
6.86K+ 2.99% |
$500K - $536K
|
236K
$18.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
6.85K+ 3.35% |
$500K - $536K
|
211K
$16.3M
|
|
|
Nov 15, 2021
Q3 2021
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
6.84K+ 19.31% |
$499K - $535K
|
42.3K
$3.25M
|
|
|
Oct 25, 2021
Q3 2021
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
6.75K+ 4.63% |
$492K - $527K
|
153K
$11.7M
|
|
|
Oct 20, 2021
Q3 2021
|
Patriot Investment Management Inc.
|
BUY
|
- |
6.73K+ 7.6% |
$491K - $526K
|
95.3K
$7.34M
|
|
|
Mar 11, 2024
Q3 2021
|
Nepc LLC
Boston, MA |
BUY
|
- |
6.73K+ 3.13% |
$491K - $526K
|
222K
$17.1M
|
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
6.69K+ 7.04% |
$488K - $523K
|
102K
$7.83M
|
|
|
Nov 19, 2021
Q3 2021
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
6.64K+ 3.48% |
$485K - $520K
|
198K
$15.2M
|
|
|
Oct 19, 2021
Q3 2021
|
Uma Financial Services, Inc.
|
BUY
|
- |
6.63K+ 2.49% |
$484K - $518K
|
273K
$21M
|
|
|
Nov 15, 2021
Q3 2021
|
Axa S.A.
Paris, I0 |
BUY
|
- |
6.62K+ 9.99% |
$483K - $517K
|
72.8K
$5.61M
|
|
|
Nov 16, 2021
Q3 2021
|
Advisor Resource Council
|
BUY
|
- |
6.52K+ 6861.05% |
$476K - $510K
|
6.61K
$509K
|
|
|
Oct 08, 2021
Q3 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
6.47K+ 18.49% |
$472K - $506K
|
41.5K
$3.19M
|
|
|
Oct 18, 2021
Q3 2021
|
Lincoln Capital Corp
|
BUY
|
- |
6.42K+ 4.81% |
$469K - $502K
|
140K
$10.8M
|
|
|
May 26, 2022
Q3 2021
|
Mc Cutchen Group LLC
|
BUY
|
- |
6.41K+ 2.75% |
$468K - $501K
|
239K
$18.4M
|
|
|
Oct 15, 2021
Q3 2021
|
Transform Wealth, LLC
|
BUY
|
- |
6.3K+ 209.48% |
$459K - $492K
|
9.3K
$716K
|
|
|
Oct 14, 2021
Q3 2021
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
6.19K+ 4.08% |
$452K - $484K
|
158K
$12.2M
|
|
|
Oct 25, 2021
Q3 2021
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
6.17K+ 0.72% |
$450K - $483K
|
858K
$66M
|
|
|
Oct 21, 2021
Q3 2021
|
Fifth Third Securities, Inc.
|
BUY
|
- |
6.09K+ 16.51% |
$445K - $477K
|
43K
$3.31M
|