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 |
|---|---|---|---|---|---|---|---|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
2.56K+ 4.64% |
$185K - $199K
|
57.8K
$4.18M
|
|
|
Feb 14, 2022
Q4 2021
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
2.5K+ 82.7% |
$181K - $194K
|
5.52K
$399K
|
|
|
Feb 10, 2022
Q4 2021
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
2.49K+ 48.7% |
$180K - $194K
|
7.6K
$550K
|
|
|
Jan 25, 2022
Q4 2021
|
Anderson Hoagland & CO
|
BUY
|
- |
2.4K+ 2.09% |
$174K - $187K
|
117K
$8.46M
|
|
|
Feb 23, 2022
Q4 2021
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
2.4K+ 9.74% |
$174K - $187K
|
27K
$1.96M
|
|
|
Jan 19, 2022
Q4 2021
|
Emerald Advisors, LLC
|
BUY
|
- |
2.4K+ 5.37% |
$173K - $186K
|
47K
$3.4M
|
|
|
Jan 28, 2022
Q4 2021
|
Highland Capital Management, LLC
|
BUY
|
- |
2.37K+ 1.11% |
$171K - $184K
|
217K
$15.7M
|
|
|
Feb 01, 2022
Q4 2021
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
2.36K+ 2.5% |
$171K - $184K
|
97K
$7.01M
|
|
|
Feb 14, 2022
Q4 2021
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
2.36K+ 6.49% |
$170K - $183K
|
38.7K
$2.8M
|
|
|
Feb 11, 2022
Q4 2021
|
Droms Strauss Advisors Inc
St. Louis, MO |
BUY
|
- |
2.33K+ 17.42% |
$169K - $181K
|
15.7K
$1.14M
|
|
|
Jan 20, 2022
Q4 2021
|
Patron Partners, LLC
|
BUY
|
- |
2.32K+ 12.73% |
$168K - $180K
|
20.5K
$1.48M
|
|
|
Jan 26, 2022
Q4 2021
|
Twele Capital Management, Inc.
|
BUY
|
- |
2.3K+ 6.63% |
$166K - $179K
|
37K
$2.67M
|
|
|
Feb 14, 2022
Q4 2021
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
2.3K+ 68.07% |
$166K - $179K
|
5.67K
$410K
|
|
|
Jan 28, 2022
Q4 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.29K+ 2.25% |
$166K - $178K
|
104K
$7.52M
|
|
|
Jan 12, 2022
Q4 2021
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
2.29K+ 3.78% |
$165K - $178K
|
62.7K
$4.53M
|
|
|
Feb 08, 2022
Q4 2021
|
Parsec Financial Management, Inc.
|
BUY
|
- |
2.27K+ 5.24% |
$164K - $177K
|
45.6K
$3.3M
|
|
|
Feb 11, 2022
Q4 2021
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
2.25KNew |
$162K - $175K
|
2.25K
$162K
|
|
|
Feb 07, 2022
Q4 2021
|
Texas Capital Bancshares Inc
|
BUY
|
- |
2.22K+ 13.36% |
$161K - $173K
|
18.8K
$1.36M
|
|
|
Feb 15, 2022
Q4 2021
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
2.21KNew |
$160K - $172K
|
2.21K
$160K
|
|
|
Feb 01, 2022
Q4 2021
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
2.11K+ 4.83% |
$152K - $164K
|
45.7K
$3.31M
|
|
|
Jan 25, 2022
Q4 2021
|
First National Bank Sioux Falls
|
BUY
|
- |
2.11K+ 23.68% |
$152K - $164K
|
11K
$795K
|
|
|
Jun 28, 2024
Q4 2021
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
2.09KNew |
$151K - $162K
|
2.09K
$151K
|
|
|
Jan 28, 2022
Q4 2021
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
2.08K+ 31.21% |
$151K - $162K
|
8.76K
$633K
|
|
|
Feb 10, 2022
Q4 2021
|
Aaf Wealth Management, LLC
|
BUY
|
- |
2.08K+ 5.49% |
$150K - $162K
|
39.9K
$2.89M
|
|
|
Feb 08, 2022
Q4 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
2.06K+ 46.61% |
$149K - $160K
|
6.49K
$469K
|
|
|
Feb 11, 2022
Q4 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
2.06K+ 16.78% |
$149K - $160K
|
14.3K
$1.04M
|
|
|
Feb 14, 2022
Q4 2021
|
Alta Wealth Advisors LLC
|
BUY
|
- |
2.02K+ 62.06% |
$146K - $157K
|
5.28K
$382K
|
|
|
Feb 11, 2022
Q4 2021
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
1.97K+ 32.63% |
$143K - $153K
|
8.01K
$579K
|
|
|
Feb 02, 2022
Q4 2021
|
Waldron Private Wealth LLC
|
BUY
|
- |
1.95K+ 1.51% |
$141K - $152K
|
132K
$9.51M
|
|
|
Jan 20, 2022
Q4 2021
|
Level Financial Advisors, Inc.
|
BUY
|
- |
1.93KNew |
$139K - $150K
|
1.93K
$139K
|
|
|
Feb 07, 2022
Q4 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.9K+ 12.26% |
$137K - $148K
|
17.4K
$1.26M
|
|
|
Feb 14, 2022
Q4 2021
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
1.9K+ 18.04% |
$137K - $147K
|
12.4K
$897K
|
|
|
Feb 03, 2022
Q4 2021
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
1.87K+ 5.52% |
$135K - $146K
|
35.8K
$2.59M
|
|
|
Feb 11, 2022
Q4 2021
|
Surevest, LLC
Los Angeles, CA |
BUY
|
- |
1.87KNew |
$135K - $145K
|
1.87K
$135K
|
|
|
Feb 14, 2022
Q4 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.85K+ 43.58% |
$134K - $144K
|
6.11K
$442K
|
|
|
Feb 02, 2022
Q4 2021
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
1.83KNew |
$132K - $142K
|
1.83K
$132K
|
|
|
Feb 01, 2022
Q4 2021
|
Maryland Capital Advisors Inc.
|
BUY
|
- |
1.82KNew |
$132K - $141K
|
1.82K
$131K
|
|
|
Feb 03, 2022
Q4 2021
|
Larson Financial Group LLC
|
BUY
|
- |
1.82K+ 27.83% |
$131K - $141K
|
8.35K
$603K
|
|
|
Jan 31, 2022
Q4 2021
|
Spc Financial, Inc.
|
BUY
|
- |
1.81K+ 0.23% |
$131K - $141K
|
784K
$56.7M
|
|
|
Jan 24, 2022
Q4 2021
|
Altfest L J & CO Inc
|
BUY
|
- |
1.81K+ 55.69% |
$131K - $141K
|
5.06K
$366K
|
|
|
Feb 11, 2022
Q4 2021
|
Advisor Resource Council
|
BUY
|
- |
1.78K+ 26.95% |
$129K - $139K
|
8.4K
$607K
|
|
|
Feb 10, 2022
Q4 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.78K+ 3.07% |
$128K - $138K
|
59.6K
$4.31M
|
|
|
Feb 07, 2022
Q4 2021
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
1.75K+ 53.32% |
$127K - $136K
|
5.04K
$364K
|
|
|
Feb 14, 2022
Q4 2021
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
1.74K+ 51.48% |
$126K - $136K
|
5.13K
$371K
|
|
|
Feb 10, 2022
Q4 2021
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
1.74K+ 23.0% |
$126K - $135K
|
9.3K
$672K
|
|
|
Feb 15, 2022
Q4 2021
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
1.74K+ 2.32% |
$126K - $135K
|
76.6K
$5.54M
|
|
|
Jan 18, 2022
Q4 2021
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
1.73K+ 7.81% |
$125K - $135K
|
23.9K
$1.73M
|
|
|
Feb 04, 2022
Q4 2021
|
Empirical Finance, LLC
|
BUY
|
- |
1.72K+ 36.07% |
$124K - $134K
|
6.49K
$469K
|
|
|
Feb 02, 2022
Q4 2021
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.7K+ 46.28% |
$123K - $133K
|
5.39K
$389K
|
|
|
Feb 04, 2022
Q4 2021
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
1.7K+ 2.23% |
$123K - $132K
|
78.2K
$5.65M
|