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 31, 2022
Q4 2021
|
Schneider Downs Wealth Management Advisors, LP
|
BUY
|
- |
848+ 25.31% |
$61.4K - $65.9K
|
4.2K
$304K
|
|
|
Feb 22, 2022
Q4 2021
|
Cypress Capital Management LLC
Greenville, DE |
BUY
|
- |
848+ 2.22% |
$61.4K - $65.9K
|
39K
$2.82M
|
|
|
Nov 30, 2023
Q4 2021
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
841New |
$60.9K - $65.4K
|
841
$60.8K
|
|
|
Jan 25, 2022
Q4 2021
|
Fulcrum Capital LLC
|
BUY
|
- |
815+ 7.16% |
$59K - $63.4K
|
12.2K
$882K
|
|
|
Jan 26, 2022
Q4 2021
|
Rmb Capital Management, LLC
|
BUY
|
- |
807+ 14.37% |
$58.4K - $62.8K
|
6.42K
$465K
|
|
|
Feb 14, 2022
Q4 2021
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
803+ 10.0% |
$58.1K - $62.4K
|
8.83K
$638K
|
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
800+ 31.16% |
$57.9K - $62.2K
|
3.37K
$243K
|
|
|
Feb 14, 2022
Q4 2021
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
797+ 2.58% |
$57.7K - $62K
|
31.7K
$2.29M
|
|
|
Jan 28, 2022
Q4 2021
|
Absolute Capital Management, LLC
|
BUY
|
- |
796New |
$57.6K - $61.9K
|
796
$57.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
783+ 1.42% |
$56.7K - $60.9K
|
55.9K
$4.04M
|
|
|
Feb 08, 2022
Q4 2021
|
Wade Financial Advisory, Inc
|
BUY
|
- |
782+ 1.75% |
$56.6K - $60.8K
|
45.5K
$3.29M
|
|
|
Feb 07, 2022
Q4 2021
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
772+ 0.69% |
$55.9K - $60K
|
113K
$8.18M
|
|
|
Feb 11, 2022
Q4 2021
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
764+ 16.59% |
$55.3K - $59.4K
|
5.37K
$388K
|
|
|
Feb 08, 2022
Q4 2021
|
Norwood Financial Corp
|
BUY
|
- |
750New |
$54.3K - $58.3K
|
750
$54.2K
|
|
|
Feb 08, 2022
Q4 2021
|
Lyell Wealth Management, LP
|
BUY
|
- |
747+ 18.75% |
$54.1K - $58.1K
|
4.73K
$342K
|
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
BUY
|
- |
735New |
$53.2K - $57.2K
|
735
$53.1K
|
|
|
Jan 24, 2022
Q4 2021
|
Steph & CO
|
BUY
|
- |
725New |
$52.5K - $56.4K
|
725
$52.4K
|
|
|
Feb 08, 2022
Q4 2021
|
Windward Private Wealth Management Inc.
|
BUY
|
- |
725+ 3.48% |
$52.5K - $56.4K
|
21.5K
$1.56M
|
|
|
Feb 01, 2022
Q4 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
717+ 3.6% |
$51.9K - $55.8K
|
20.6K
$1.49M
|
|
|
Jan 20, 2022
Q4 2021
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
715+ 2.57% |
$51.7K - $55.6K
|
28.5K
$2.06M
|
|
|
Feb 14, 2022
Q4 2021
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
702+ 9.29% |
$50.8K - $54.6K
|
8.26K
$597K
|
|
|
Mar 11, 2022
Q4 2021
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
700+ 1.32% |
$50.7K - $54.4K
|
53.7K
$3.88M
|
|
|
Jan 28, 2022
Q4 2021
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
699+ 3.36% |
$50.6K - $54.4K
|
21.5K
$1.55M
|
|
|
Feb 15, 2022
Q4 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
670+ 3.44% |
$48.5K - $52.1K
|
20.1K
$1.46M
|
|
|
Feb 10, 2022
Q4 2021
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
658+ 0.36% |
$47.6K - $51.2K
|
185K
$13.4M
|
|
|
Jan 21, 2022
Q4 2021
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
657+ 0.93% |
$47.5K - $51.1K
|
70.9K
$5.13M
|
|
|
Oct 09, 2024
Q4 2021
|
Martel Wealth Advisors Inc
Vancouver, WA |
BUY
|
- |
648+ 1.77% |
$46.9K - $50.4K
|
37.3K
$2.7M
|
|
|
Jan 20, 2022
Q4 2021
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
643+ 6.49% |
$46.5K - $50K
|
10.5K
$763K
|
|
|
Feb 07, 2022
Q4 2021
|
North Rock Partners, LLC
|
BUY
|
- |
636+ 5.02% |
$46K - $49.5K
|
13.3K
$962K
|
|
|
Feb 10, 2022
Q4 2021
|
Stone X Group Inc.
|
BUY
|
- |
616+ 5.64% |
$44.6K - $47.9K
|
11.5K
$835K
|
|
|
Jan 19, 2022
Q4 2021
|
Blue Fin Capital, Inc.
|
BUY
|
- |
615+ 16.4% |
$44.5K - $47.8K
|
4.37K
$316K
|
|
|
Jan 18, 2022
Q4 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
615+ 2.5% |
$44.5K - $47.8K
|
25.2K
$1.82M
|
|
|
Jan 21, 2022
Q4 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
609+ 182.34% |
$44.1K - $47.4K
|
943
$68.2K
|
|
|
Jan 19, 2022
Q4 2021
|
Wealth Management Partners, LLC
|
BUY
|
- |
608+ 4.22% |
$44K - $47.3K
|
15K
$1.08M
|
|
|
Feb 10, 2022
Q4 2021
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
605New |
$43.8K - $47K
|
605
$43.7K
|
|
|
Jan 19, 2022
Q4 2021
|
Bridge Advisory, LLC
|
BUY
|
- |
603+ 20.07% |
$43.6K - $46.9K
|
3.61K
$261K
|
|
|
Jan 18, 2022
Q4 2021
|
Capital Square, LLC
|
BUY
|
- |
602+ 4.6% |
$43.6K - $46.8K
|
13.7K
$990K
|
|
|
Feb 01, 2022
Q4 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
601+ 14.67% |
$43.5K - $46.7K
|
4.7K
$340K
|
|
|
Jan 14, 2022
Q4 2021
|
Freedman Financial Associates, Inc.
Peabody, MA |
BUY
|
- |
600+ 17.62% |
$43.4K - $46.7K
|
4.01K
$290K
|
|
|
May 15, 2024
Q4 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
600New |
$43.4K - $46.7K
|
600
$43.4K
|
|
|
Jan 18, 2022
Q4 2021
|
Wolff Wiese Magana LLC
|
BUY
|
- |
593+ 3.31% |
$42.9K - $46.1K
|
18.5K
$1.34M
|
|
|
Jan 24, 2022
Q4 2021
|
Private Capital Group, LLC
|
BUY
|
- |
591+ 7.07% |
$42.8K - $46K
|
8.95K
$647K
|
|
|
Feb 14, 2022
Q4 2021
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
BUY
|
- |
579+ 2.17% |
$41.9K - $45K
|
27.3K
$1.97M
|
|
|
Jan 31, 2022
Q4 2021
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
BUY
|
- |
570+ 3.06% |
$41.2K - $44.3K
|
19.2K
$1.39M
|
|
|
Jan 27, 2022
Q4 2021
|
Paragon Capital Management LTD
|
BUY
|
- |
568New |
$41.1K - $44.2K
|
568
$41.1K
|
|
|
Jan 20, 2022
Q4 2021
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
551+ 36.66% |
$39.9K - $42.8K
|
2.05K
$149K
|
|
|
Feb 14, 2022
Q4 2021
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
550New |
$39.8K - $42.8K
|
550
$39.8K
|
|
|
Feb 10, 2022
Q4 2021
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
544+ 130.14% |
$39.4K - $42.3K
|
962
$69.6K
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
540+ 0.07% |
$39.1K - $42K
|
730K
$52.8M
|
|
|
Jan 24, 2022
Q4 2021
|
Lincoln Capital Corp
|
BUY
|
- |
536+ 0.38% |
$38.8K - $41.7K
|
141K
$10.2M
|