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 18, 2022
Q4 2021
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
1.25K+ 3.98% |
$90.1K - $96.8K
|
32.5K
$2.35M
|
|
|
Feb 09, 2022
Q4 2021
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.24K+ 2.68% |
$89.9K - $96.6K
|
47.6K
$3.44M
|
|
|
Feb 15, 2022
Q4 2021
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1.2K+ 7.65% |
$86.9K - $93.4K
|
16.9K
$1.22M
|
|
|
Feb 09, 2022
Q4 2021
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
1.2K+ 3.0% |
$86.8K - $93.2K
|
41.1K
$2.97M
|
|
|
Feb 04, 2022
Q4 2021
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
1.19K+ 1.93% |
$86.2K - $92.6K
|
62.8K
$4.54M
|
|
|
Jan 20, 2022
Q4 2021
|
Cra Financial Services, LLC
|
BUY
|
- |
1.18K+ 9.61% |
$85.1K - $91.4K
|
13.4K
$970K
|
|
|
Feb 03, 2022
Q4 2021
|
Appleton Partners Inc
|
BUY
|
- |
1.17K+ 21.72% |
$85K - $91.3K
|
6.58K
$476K
|
|
|
Feb 08, 2022
Q4 2021
|
Nvwm, LLC
|
BUY
|
- |
1.17KNew |
$84.8K - $91.1K
|
1.17K
$84.7K
|
|
|
Feb 18, 2022
Q4 2021
|
Rather & Kittrell, Inc.
Knoxville, TN |
BUY
|
- |
1.17KNew |
$84.8K - $91.1K
|
1.17K
$84.7K
|
|
|
Jan 27, 2022
Q4 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
1.16K+ 4.43% |
$83.8K - $90K
|
27.3K
$1.97M
|
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1.16K+ 8.45% |
$83.7K - $90K
|
14.8K
$1.07M
|
|
|
Jan 05, 2022
Q4 2021
|
Chesley Taft & Associates LLC
|
BUY
|
- |
1.15K+ 7.44% |
$83.2K - $89.4K
|
16.6K
$1.2M
|
|
|
Jan 27, 2022
Q4 2021
|
Tap Consulting, LLC
|
BUY
|
- |
1.12KNew |
$80.9K - $86.9K
|
1.12K
$80.8K
|
|
|
Feb 02, 2022
Q4 2021
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
1.11K+ 26.64% |
$80.1K - $86.1K
|
5.26K
$381K
|
|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
1.1KNew |
$79.7K - $85.7K
|
1.1K
$79.7K
|
|
|
Jan 10, 2022
Q4 2021
|
Murphy Capital Management Inc
|
BUY
|
- |
1.1K+ 13.95% |
$79.6K - $85.5K
|
8.99K
$650K
|
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
1.1K+ 16.1% |
$79.5K - $85.4K
|
7.92K
$572K
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.09K+ 2.32% |
$78.9K - $84.8K
|
48.1K
$3.48M
|
|
|
Feb 02, 2022
Q4 2021
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
1.08KNew |
$78.1K - $83.9K
|
1.08K
$78K
|
|
|
Feb 02, 2022
Q4 2021
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
1.08K+ 24.75% |
$77.8K - $83.6K
|
5.42K
$392K
|
|
|
Jan 21, 2022
Q4 2021
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.06K+ 3.81% |
$76.9K - $82.7K
|
29K
$2.09M
|
|
|
Feb 08, 2022
Q4 2021
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
1.06K+ 39.25% |
$76.9K - $82.7K
|
3.77K
$273K
|
|
|
Jan 05, 2022
Q4 2021
|
Spence Asset Management
|
BUY
|
- |
1.06KNew |
$76.8K - $82.5K
|
1.06K
$76.7K
|
|
|
Jan 05, 2022
Q4 2021
|
Corsicana & Co.
|
BUY
|
- |
1.06K+ 3.79% |
$76.6K - $82.3K
|
29K
$2.1M
|
|
|
Jan 18, 2022
Q4 2021
|
Central Bank & Trust CO
|
BUY
|
- |
1.05K+ 32.01% |
$75.8K - $81.5K
|
4.32K
$313K
|
|
|
Jan 19, 2022
Q4 2021
|
Courage Miller Partners, LLC
|
BUY
|
- |
1.03K+ 4.98% |
$74.2K - $79.8K
|
21.6K
$1.56M
|
|
|
Feb 02, 2022
Q4 2021
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
1.03K+ 3.77% |
$74.2K - $79.8K
|
28.2K
$2.04M
|
|
|
Jan 28, 2022
Q4 2021
|
Heritage Investors Management Corp
|
BUY
|
- |
1.02K+ 0.62% |
$74K - $79.5K
|
166K
$12M
|
|
|
Feb 14, 2022
Q4 2021
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
1.02K+ 1.17% |
$73.8K - $79.3K
|
87.9K
$6.36M
|
|
|
Jan 20, 2022
Q4 2021
|
Leavell Investment Management, Inc.
|
BUY
|
- |
1K+ 2.84% |
$72.6K - $78.1K
|
36.3K
$2.62M
|
|
|
Jan 19, 2022
Q4 2021
|
West Financial Advisors, LLC
|
BUY
|
- |
994+ 6.83% |
$71.9K - $77.3K
|
15.6K
$1.12M
|
|
|
Jan 27, 2022
Q4 2021
|
Baldrige Asset Management LLC
|
BUY
|
- |
992+ 1.51% |
$71.8K - $77.1K
|
66.7K
$4.82M
|
|
|
Jan 14, 2022
Q4 2021
|
Carlson Capital Management
|
BUY
|
- |
986+ 6.43% |
$71.3K - $76.7K
|
16.3K
$1.18M
|
|
|
Jan 19, 2022
Q4 2021
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
975+ 22.41% |
$70.6K - $75.8K
|
5.33K
$385K
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
974New |
$70.5K - $75.7K
|
974
$70.4K
|
|
|
Feb 08, 2022
Q4 2021
|
Savant Capital, LLC
|
BUY
|
- |
959+ 3.49% |
$69.4K - $74.6K
|
28.4K
$2.05M
|
|
|
Jan 21, 2022
Q4 2021
|
Tru Independence LLC
|
BUY
|
- |
959+ 1.94% |
$69.4K - $74.6K
|
50.4K
$3.64M
|
|
|
Feb 14, 2022
Q4 2021
|
Personal Wealth Partners
Bloomington, MN |
BUY
|
- |
935+ 2.02% |
$67.7K - $72.7K
|
47.2K
$3.41M
|
|
|
Jan 24, 2022
Q4 2021
|
Atwood & Palmer Inc
|
BUY
|
- |
929+ 190.76% |
$67.2K - $72.2K
|
1.42K
$102K
|
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
BUY
|
- |
921+ 21.19% |
$66.6K - $71.6K
|
5.27K
$381K
|
|
|
Jan 18, 2022
Q4 2021
|
Global Trust Asset Management, LLC
|
BUY
|
- |
915+ 2.0% |
$66.2K - $71.2K
|
46.6K
$3.37M
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
910+ 3.39% |
$65.8K - $70.8K
|
27.7K
$2.01M
|
|
|
Feb 11, 2022
Q4 2021
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
907+ 18.54% |
$65.6K - $70.5K
|
5.8K
$419K
|
|
|
Feb 11, 2022
Q4 2021
|
9258 Wealth Management, LLC
|
BUY
|
- |
887+ 11.31% |
$64.2K - $69K
|
8.73K
$631K
|
|
|
Mar 10, 2022
Q4 2021
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
870+ 1.13% |
$63K - $67.7K
|
78.1K
$5.65M
|
|
|
Jan 07, 2022
Q4 2021
|
M&R Capital Management Inc
|
BUY
|
- |
866+ 192.44% |
$62.7K - $67.3K
|
1.32K
$95.2K
|
|
|
Feb 10, 2022
Q4 2021
|
Cypress Capital, LLC
|
BUY
|
- |
859+ 1.65% |
$62.2K - $66.8K
|
53K
$3.83M
|
|
|
Feb 08, 2022
Q4 2021
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
858+ 2.03% |
$62.1K - $66.7K
|
43.1K
$3.12M
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
854+ 1.38% |
$61.8K - $66.4K
|
62.5K
$4.52M
|
|
|
Feb 11, 2022
Q4 2021
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
854+ 30.6% |
$61.8K - $66.4K
|
3.65K
$264K
|