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 14, 2021
Q3 2021
|
First United Bank & Trust
|
BUY
|
- |
4.12K+ 10.44% |
$301K - $322K
|
43.6K
$3.35M
|
|
|
Nov 02, 2021
Q3 2021
|
Spinnaker Trust
|
BUY
|
- |
4.11K+ 7.9% |
$300K - $321K
|
56.1K
$4.32M
|
|
|
Nov 15, 2021
Q3 2021
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
4.09KNew |
$298K - $320K
|
4.09K
$315K
|
|
|
Nov 02, 2021
Q3 2021
|
New York State Common Retirement Fund
|
BUY
|
- |
4.05K+ 206.17% |
$295K - $316K
|
6.01K
$462K
|
|
|
Nov 10, 2021
Q3 2021
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
4.03K+ 12.88% |
$294K - $315K
|
35.3K
$2.72M
|
|
|
Nov 08, 2021
Q3 2021
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
4.03K+ 3.75% |
$294K - $315K
|
111K
$8.56M
|
|
|
Oct 05, 2021
Q3 2021
|
Mc Adam, LLC
|
BUY
|
- |
4KNew |
$292K - $313K
|
4K
$308K
|
|
|
Nov 04, 2021
Q3 2021
|
Human Investing LLC
|
BUY
|
- |
3.97K+ 3.46% |
$290K - $311K
|
119K
$9.15M
|
|
|
Oct 26, 2021
Q3 2021
|
Montis Financial, LLC
|
BUY
|
- |
3.95K+ 1.42% |
$288K - $309K
|
282K
$21.7M
|
|
|
Nov 01, 2021
Q3 2021
|
Klingman & Associates, LLC
|
BUY
|
- |
3.95K+ 5.68% |
$288K - $309K
|
73.5K
$5.66M
|
|
|
Oct 08, 2021
Q3 2021
|
Wedbush Securities Inc
|
BUY
|
- |
3.94K+ 21.17% |
$287K - $308K
|
22.5K
$1.73M
|
|
|
Oct 08, 2021
Q3 2021
|
Shelter Ins Retirement Plan
|
BUY
|
- |
3.9K+ 0.64% |
$285K - $305K
|
613K
$47.2M
|
|
|
Oct 18, 2021
Q3 2021
|
Sage Rhino Capital LLC
|
BUY
|
- |
3.88K+ 2.13% |
$283K - $304K
|
187K
$14.4M
|
|
|
Nov 12, 2021
Q3 2021
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
3.88K+ 24.84% |
$283K - $304K
|
19.5K
$1.5M
|
|
|
Oct 29, 2021
Q3 2021
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
3.83K+ 5.26% |
$279K - $299K
|
76.6K
$5.89M
|
|
|
Nov 09, 2021
Q3 2021
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
3.75K+ 5.78% |
$273K - $293K
|
68.6K
$5.28M
|
|
|
Nov 03, 2021
Q3 2021
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
3.72K+ 5.36% |
$271K - $291K
|
73.1K
$5.62M
|
|
|
Nov 09, 2021
Q3 2021
|
Advisory Alpha, LLC
|
BUY
|
- |
3.71K+ 65.05% |
$270K - $290K
|
9.4K
$724K
|
|
|
Oct 20, 2021
Q3 2021
|
Northwest Wealth Management, LLC
|
BUY
|
- |
3.7K+ 15.48% |
$270K - $289K
|
27.6K
$2.12M
|
|
|
Oct 05, 2021
Q3 2021
|
Fulton Bank, N.A.
|
BUY
|
- |
3.68K+ 38.37% |
$269K - $288K
|
13.3K
$1.02M
|
|
|
Nov 12, 2021
Q3 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
3.64K+ 7.6% |
$266K - $285K
|
51.5K
$3.97M
|
|
|
Oct 29, 2021
Q3 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
3.64K+ 4.82% |
$265K - $284K
|
79.1K
$6.09M
|
|
|
Nov 01, 2021
Q3 2021
|
Ballast Advisors LLC
|
BUY
|
- |
3.61KNew |
$264K - $283K
|
3.61K
$278K
|
|
|
Nov 10, 2021
Q3 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
3.61K+ 66.96% |
$263K - $282K
|
9K
$693K
|
|
|
Oct 25, 2021
Q3 2021
|
Capital Advisors Inc
|
BUY
|
- |
3.6K+ 0.85% |
$263K - $282K
|
428K
$33M
|
|
|
Nov 15, 2021
Q3 2021
|
Patten Group, Inc.
|
BUY
|
- |
3.59K+ 13.36% |
$262K - $280K
|
30.4K
$2.34M
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.54K+ 20.09% |
$258K - $277K
|
21.2K
$1.63M
|
|
|
Oct 25, 2021
Q3 2021
|
Old National Bancorp
|
BUY
|
- |
3.52K+ 1.91% |
$257K - $275K
|
188K
$14.4M
|
|
|
Nov 15, 2021
Q3 2021
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
3.5K+ 2.34% |
$255K - $274K
|
153K
$11.8M
|
|
|
Nov 01, 2021
Q3 2021
|
Wealthpoint, LLC
|
BUY
|
- |
3.49K+ 8.76% |
$255K - $273K
|
43.3K
$3.33M
|
|
|
Oct 26, 2021
Q3 2021
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
3.48K+ 2.7% |
$254K - $272K
|
133K
$10.2M
|
|
|
Oct 18, 2021
Q3 2021
|
Nbt Bank N A
|
BUY
|
- |
3.43K+ 2.32% |
$250K - $268K
|
151K
$11.6M
|
|
|
Nov 12, 2021
Q3 2021
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
3.42K+ 7.23% |
$250K - $267K
|
50.7K
$3.9M
|
|
|
Nov 23, 2021
Q3 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
3.39KNew |
$247K - $265K
|
3.39K
$261K
|
|
|
Nov 04, 2021
Q3 2021
|
Larson Financial Group LLC
|
BUY
|
- |
3.32K+ 103.65% |
$243K - $260K
|
6.53K
$503K
|
|
|
Nov 15, 2021
Q3 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
3.27K+ 15.94% |
$239K - $256K
|
23.8K
$1.83M
|
|
|
Dec 19, 2023
Q3 2021
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
3.26K+ 1.46% |
$238K - $255K
|
226K
$17.4M
|
|
|
Oct 07, 2021
Q3 2021
|
Rvw Wealth, LLC
|
BUY
|
- |
3.23K+ 60.27% |
$236K - $252K
|
8.58K
$661K
|
|
|
Nov 08, 2021
Q3 2021
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
3.23K+ 2.96% |
$235K - $252K
|
112K
$8.65M
|
|
|
Oct 13, 2021
Q3 2021
|
Veracity Capital LLC
|
BUY
|
- |
3.18K+ 5.76% |
$232K - $249K
|
58.4K
$4.49M
|
|
|
Oct 14, 2021
Q3 2021
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
3.17K+ 6.32% |
$231K - $248K
|
53.3K
$4.11M
|
|
|
Nov 03, 2021
Q3 2021
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
3.17K+ 2.49% |
$231K - $248K
|
131K
$10.1M
|
|
|
Nov 10, 2021
Q3 2021
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
3.15K+ 5.21% |
$230K - $247K
|
63.7K
$4.9M
|
|
|
Oct 08, 2021
Q3 2021
|
Prosperity Planning, Inc.
|
BUY
|
- |
3.13KNew |
$228K - $245K
|
3.13K
$241K
|
|
|
Nov 09, 2021
Q3 2021
|
Washington Trust CO
|
BUY
|
- |
3.11K+ 1.55% |
$227K - $243K
|
204K
$15.7M
|
|
|
Oct 28, 2021
Q3 2021
|
Mcdonald Partners LLC
|
BUY
|
- |
3.07K+ 4.27% |
$224K - $240K
|
75K
$5.77M
|
|
|
Nov 02, 2021
Q3 2021
|
Emerald Advisors, LLC
|
BUY
|
- |
3.03K+ 7.29% |
$221K - $237K
|
44.6K
$3.43M
|
|
|
Nov 10, 2021
Q3 2021
|
Column Capital Advisors, LLC
|
BUY
|
- |
3.01K+ 801.87% |
$219K - $235K
|
3.38K
$260K
|
|
|
Oct 29, 2021
Q3 2021
|
Bridge Advisory, LLC
|
BUY
|
- |
3.01KNew |
$219K - $235K
|
3.01K
$231K
|
|
|
Nov 15, 2021
Q3 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
2.99K+ 16.59% |
$218K - $234K
|
21K
$1.62M
|