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 11, 2022
Q4 2021
|
South State Corp
|
BUY
|
- |
531+ 24.49% |
$38.4K - $41.3K
|
2.7K
$195K
|
|
|
Feb 02, 2022
Q4 2021
|
Wesbanco Bank Inc
|
BUY
|
- |
529+ 3.6% |
$38.3K - $41.1K
|
15.2K
$1.1M
|
|
|
Mar 14, 2022
Q4 2021
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
520New |
$37.6K - $40.4K
|
520
$37.6K
|
|
|
Feb 11, 2022
Q4 2021
|
Zions Bancorporation, N.A.
|
BUY
|
- |
499New |
$36.1K - $38.8K
|
499
$36.1K
|
|
|
Feb 11, 2022
Q4 2021
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
491New |
$35.5K - $38.2K
|
491
$35.5K
|
|
|
Jan 19, 2022
Q4 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
491+ 0.63% |
$35.5K - $38.2K
|
78.8K
$5.7M
|
|
|
Jan 27, 2022
Q4 2021
|
Nbt Bank N A
|
BUY
|
- |
490+ 0.32% |
$35.5K - $38.1K
|
151K
$11M
|
|
|
Jan 31, 2022
Q4 2021
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
488+ 1.41% |
$35.3K - $37.9K
|
35K
$2.53M
|
|
|
Feb 23, 2022
Q4 2021
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
483New |
$34.9K - $37.6K
|
483
$34.9K
|
|
|
Jan 19, 2022
Q4 2021
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
470+ 8.3% |
$34K - $36.5K
|
6.13K
$443K
|
|
|
Feb 11, 2022
Q4 2021
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
465New |
$33.6K - $36.2K
|
465
$33.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
459+ 6.82% |
$33.2K - $35.7K
|
7.19K
$520K
|
|
|
Mar 14, 2023
Q4 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
459+ 6.82% |
$33.2K - $35.7K
|
7.19K
$520K
|
|
|
Mar 07, 2022
Q4 2021
|
Stephens Inc
|
BUY
|
- |
452+ 10.57% |
$32.7K - $35.1K
|
4.73K
$342K
|
|
|
Feb 07, 2022
Q4 2021
|
Parsons Capital Management Inc
|
BUY
|
- |
451+ 3.72% |
$32.6K - $35.1K
|
12.6K
$910K
|
|
|
Aug 06, 2024
Q4 2021
|
Hantz Financial Services, Inc.
|
BUY
|
- |
451+ 22550.0% |
$32.6K - $35.1K
|
453
$32.8K
|
|
|
Jan 19, 2022
Q4 2021
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
448+ 6.23% |
$32.4K - $34.8K
|
7.64K
$552K
|
|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
BUY
|
- |
446+ 3.84% |
$32.3K - $34.7K
|
12.1K
$872K
|
|
|
Jan 27, 2022
Q4 2021
|
Regentatlantic Capital LLC
Morristown, NJ |
BUY
|
- |
446+ 3.45% |
$32.3K - $34.7K
|
13.4K
$966K
|
|
|
Aug 30, 2024
Q4 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
435+ 0.43% |
$31.5K - $33.8K
|
101K
$7.29M
|
|
|
Jan 18, 2022
Q4 2021
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
432+ 0.4% |
$31.3K - $33.6K
|
109K
$7.85M
|
|
|
Feb 03, 2022
Q4 2021
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
427+ 0.71% |
$30.9K - $33.2K
|
60.3K
$4.36M
|
|
|
Feb 14, 2022
Q4 2021
|
Iag Wealth Partners, LLC
|
BUY
|
- |
426+ 285.91% |
$30.8K - $33.1K
|
575
$41.6K
|
|
|
Jan 18, 2022
Q4 2021
|
Latitude Advisors, LLC
|
BUY
|
- |
420+ 7.79% |
$30.4K - $32.7K
|
5.81K
$420K
|
|
|
Feb 10, 2022
Q4 2021
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
416+ 1.18% |
$30.1K - $32.3K
|
35.7K
$2.58M
|
|
|
Jan 28, 2022
Q4 2021
|
Rodgers & Associates, LTD
|
BUY
|
- |
415+ 0.42% |
$30K - $32.3K
|
98.4K
$7.12M
|
|
|
Jan 20, 2022
Q4 2021
|
Donald L. Hagan, LLC
|
BUY
|
- |
414+ 2.25% |
$30K - $32.2K
|
18.8K
$1.36M
|
|
|
Feb 09, 2022
Q4 2021
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
414+ 0.8% |
$30K - $32.2K
|
52.4K
$3.79M
|
|
|
Feb 11, 2022
Q4 2021
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
412+ 1.51% |
$29.8K - $32K
|
27.7K
$2M
|
|
|
Jan 13, 2022
Q4 2021
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
385+ 9.24% |
$27.9K - $29.9K
|
4.55K
$329K
|
|
|
Feb 01, 2022
Q4 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
383+ 2.38% |
$27.7K - $29.8K
|
16.5K
$1.19M
|
|
|
Feb 14, 2022
Q4 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
375+ 5.03% |
$27.1K - $29.2K
|
7.83K
$566K
|
|
|
Jan 05, 2022
Q4 2021
|
Fulton Bank, N.A.
|
BUY
|
- |
357+ 2.69% |
$25.8K - $27.8K
|
13.6K
$986K
|
|
|
Feb 14, 2022
Q4 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
352+ 1.33% |
$25.5K - $27.4K
|
26.8K
$1.94M
|
|
|
Feb 10, 2022
Q4 2021
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
347+ 0.54% |
$25.1K - $27K
|
64K
$4.63M
|
|
|
Jan 26, 2022
Q4 2021
|
Alera Investment Advisors, LLC
|
BUY
|
- |
346+ 0.25% |
$25K - $26.9K
|
138K
$10M
|
|
|
Feb 07, 2022
Q4 2021
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
336+ 4.32% |
$24.3K - $26.1K
|
8.12K
$587K
|
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
329+ 11.13% |
$23.8K - $25.6K
|
3.29K
$238K
|
|
|
Jan 28, 2022
Q4 2021
|
Tufton Capital Management
|
BUY
|
- |
324+ 2.43% |
$23.4K - $25.2K
|
13.7K
$988K
|
|
|
Jan 13, 2022
Q4 2021
|
Sound Income Strategies, LLC
|
BUY
|
- |
317New |
$22.9K - $24.6K
|
317
$22.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
311+ 7.58% |
$22.5K - $24.2K
|
4.42K
$319K
|
|
|
Jan 25, 2022
Q4 2021
|
Burleson & Company, LLC
|
BUY
|
- |
308New |
$22.3K - $24K
|
308
$22.3K
|
|
|
Feb 07, 2022
Q4 2021
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
307+ 0.72% |
$22.2K - $23.9K
|
42.7K
$3.08M
|
|
|
Feb 08, 2022
Q4 2021
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
307+ 1.77% |
$22.2K - $23.9K
|
17.6K
$1.27M
|
|
|
Jan 31, 2022
Q4 2021
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
305+ 0.11% |
$22.1K - $23.7K
|
289K
$20.9M
|
|
|
Jan 26, 2022
Q4 2021
|
Transform Wealth, LLC
|
BUY
|
- |
302+ 3.25% |
$21.9K - $23.5K
|
9.6K
$694K
|
|
|
Feb 14, 2022
Q4 2021
|
Wood Trust Financial Corp
|
BUY
|
- |
300+ 4.17% |
$21.7K - $23.3K
|
7.49K
$541K
|
|
|
Jan 19, 2022
Q4 2021
|
Key F Inancial Inc
|
BUY
|
- |
300+ 27.27% |
$21.7K - $23.3K
|
1.4K
$101K
|
|
|
Feb 15, 2022
Q4 2021
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
300+ 0.14% |
$21.7K - $23.3K
|
214K
$15.5M
|
|
|
Feb 08, 2022
Q4 2021
|
Motco
|
BUY
|
- |
296+ 11.86% |
$21.4K - $23K
|
2.79K
$202K
|