Purchases and Sales Made in Q4 2021 in Ishares Tr (IEFA)
This table provides information about the institutional ownership of Ishares Tr (IEFA) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2022
Q4 2021
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
4.48KNew |
$324K - $348K
|
4.48K
$324K
|
|
|
Feb 11, 2022
Q4 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
4.47K+ 24.13% |
$323K - $347K
|
23K
$1.66M
|
|
|
Feb 10, 2022
Q4 2021
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
4.46K+ 5.65% |
$323K - $347K
|
83.5K
$6.04M
|
|
|
Jul 20, 2023
Q4 2021
|
Rockwood Wealth Management, LLC
New Hope, PA |
BUY
|
- |
4.46KNew |
$323K - $347K
|
4.46K
$323K
|
|
|
Dec 05, 2023
Q4 2021
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
4.46KNew |
$323K - $347K
|
4.46K
$322K
|
|
|
Feb 04, 2022
Q4 2021
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
4.42KNew |
$320K - $344K
|
4.42K
$320K
|
|
|
Feb 14, 2022
Q4 2021
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
4.38KNew |
$317K - $341K
|
4.38K
$317K
|
|
|
Aug 05, 2022
Q4 2021
|
Tevis Investment Management
|
BUY
|
- |
4.35KNew |
$315K - $338K
|
4.35K
$315K
|
|
|
Feb 07, 2022
Q4 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
4.31K+ 15.52% |
$312K - $335K
|
32.1K
$2.32M
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
4.3K+ 10.36% |
$311K - $334K
|
45.8K
$3.31M
|
|
|
Feb 04, 2022
Q4 2021
|
Karp Capital Management Corp
|
BUY
|
- |
4.28K+ 2.63% |
$310K - $333K
|
167K
$12.1M
|
|
|
Nov 17, 2023
Q4 2021
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
4.27KNew |
$309K - $332K
|
4.27K
$308K
|
|
|
Apr 08, 2022
Q4 2021
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
4.18K+ 3541.53% |
$302K - $325K
|
4.3K
$311K
|
|
|
Feb 14, 2022
Q4 2021
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
4.18KNew |
$302K - $325K
|
4.18K
$302K
|
|
|
Feb 15, 2022
Q4 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
4.16K+ 22.6% |
$301K - $324K
|
22.6K
$1.63M
|
|
|
Jan 14, 2022
Q4 2021
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
4.12K+ 2.84% |
$298K - $320K
|
149K
$10.8M
|
|
|
Feb 08, 2022
Q4 2021
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
4.01K+ 3.85% |
$290K - $312K
|
108K
$7.83M
|
|
|
Feb 07, 2022
Q4 2021
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
4.01K+ 2.63% |
$290K - $312K
|
157K
$11.3M
|
|
|
Feb 10, 2022
Q4 2021
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
BUY
|
- |
3.97K+ 3.04% |
$287K - $309K
|
135K
$9.73M
|
|
|
Feb 14, 2022
Q4 2021
|
Ade, LLC
|
BUY
|
- |
3.97K+ 4.53% |
$287K - $309K
|
91.6K
$6.62M
|
|
|
Feb 01, 2022
Q4 2021
|
Rollins Financial
|
BUY
|
- |
3.94KNew |
$285K - $306K
|
3.94K
$285K
|
|
|
Jan 26, 2022
Q4 2021
|
Kcs Wealth Advisory
|
BUY
|
- |
3.93K+ 10.61% |
$285K - $306K
|
41K
$2.96M
|
|
|
Mar 01, 2022
Q4 2021
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
3.93KNew |
$285K - $306K
|
3.93K
$284K
|
|
|
Jan 25, 2022
Q4 2021
|
Old National Bancorp
|
BUY
|
- |
3.92K+ 2.09% |
$284K - $305K
|
192K
$13.9M
|
|
|
Feb 15, 2022
Q4 2021
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
3.92K+ 13.3% |
$284K - $305K
|
33.4K
$2.41M
|
|
|
Feb 14, 2022
Q4 2021
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
3.88K+ 1.64% |
$280K - $301K
|
240K
$17.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
3.88K+ 3.3% |
$280K - $301K
|
121K
$8.76M
|
|
|
Jan 18, 2022
Q4 2021
|
Procyon Advisors, LLC
|
BUY
|
- |
3.83K+ 13.23% |
$277K - $298K
|
32.8K
$2.37M
|
|
|
Feb 07, 2022
Q4 2021
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
3.8K+ 1.77% |
$275K - $295K
|
218K
$15.8M
|
|
|
Feb 02, 2022
Q4 2021
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
3.73KNew |
$270K - $290K
|
3.73K
$270K
|
|
|
Jan 24, 2022
Q4 2021
|
Northwest Wealth Management, LLC
|
BUY
|
- |
3.71K+ 13.46% |
$269K - $289K
|
31.3K
$2.26M
|
|
|
Jan 19, 2022
Q4 2021
|
Icon Wealth Partners, LLC
|
BUY
|
- |
3.71K+ 8.35% |
$268K - $288K
|
48.1K
$3.48M
|
|
|
Feb 11, 2022
Q4 2021
|
Pinnacle Financial Group, LLC
|
BUY
|
- |
3.68KNew |
$267K - $286K
|
3.68K
$266K
|
|
|
Feb 09, 2022
Q4 2021
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
3.67KNew |
$266K - $286K
|
3.67K
$266K
|
|
|
Feb 14, 2022
Q4 2021
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.66K+ 31.38% |
$265K - $285K
|
15.3K
$1.11M
|
|
|
Jan 27, 2022
Q4 2021
|
Hexagon Capital Partners LLC
|
BUY
|
- |
3.65K+ 84.71% |
$264K - $284K
|
7.96K
$576K
|
|
|
Feb 11, 2022
Q4 2021
|
Firestone Capital Management
|
BUY
|
- |
3.65K+ 11.16% |
$264K - $284K
|
36.4K
$2.63M
|
|
|
Jan 21, 2022
Q4 2021
|
Melone Private Wealth, LLC
|
BUY
|
- |
3.65KNew |
$264K - $284K
|
3.65K
$264K
|
|
|
Sep 28, 2022
Q4 2021
|
Bull Oak Capital, LLC
San Diego, CA |
BUY
|
- |
3.64KNew |
$264K - $283K
|
3.64K
$263K
|
|
|
Feb 11, 2022
Q4 2021
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
3.6KNew |
$260K - $280K
|
3.6K
$260K
|
|
|
Feb 11, 2022
Q4 2021
|
Burney CO
Reston, VA |
BUY
|
- |
3.59KNew |
$259K - $279K
|
3.59K
$259K
|
|
|
Jul 11, 2022
Q4 2021
|
Range Financial Group LLC
|
BUY
|
- |
3.58K+ 13.17% |
$259K - $279K
|
30.8K
$2.23M
|
|
|
Feb 11, 2022
Q4 2021
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
3.58K+ 29.62% |
$259K - $279K
|
15.7K
$1.13M
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
3.58K+ 9.98% |
$259K - $278K
|
39.5K
$2.85M
|
|
|
Feb 05, 2024
Q4 2021
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
3.55KNew |
$257K - $276K
|
3.55K
$256K
|
|
|
Feb 01, 2022
Q4 2021
|
Round Table Services, LLC
|
BUY
|
- |
3.51KNew |
$254K - $273K
|
3.51K
$254K
|
|
|
Feb 15, 2022
Q4 2021
|
Hill Island Financial LLC
Grand Rapids, MI |
BUY
|
- |
3.5KNew |
$254K - $272K
|
3.5K
$253K
|
|
|
Jan 13, 2022
Q4 2021
|
Tri Star Advisors Inc.
|
BUY
|
- |
3.48KNew |
$252K - $271K
|
3.48K
$252K
|
|
|
Feb 08, 2022
Q4 2021
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
3.47K+ 13.6% |
$251K - $269K
|
28.9K
$2.09M
|
|
|
Feb 14, 2022
Q4 2021
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
3.44K+ 1.83% |
$249K - $267K
|
192K
$13.9M
|