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
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
292+ 0.55% |
$21.1K - $22.7K
|
52.9K
$3.84M
|
|
|
Jan 09, 2024
Q4 2021
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
290+ 7.58% |
$21K - $22.6K
|
4.12K
$299K
|
|
|
Jan 14, 2022
Q4 2021
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
279+ 3.28% |
$20.2K - $21.7K
|
8.79K
$638K
|
|
|
Jan 26, 2022
Q4 2021
|
Tl Private Wealth
|
BUY
|
- |
267+ 1.83% |
$19.3K - $20.8K
|
14.9K
$1.08M
|
|
|
Jan 21, 2022
Q4 2021
|
Corbenic Partners LLC
|
BUY
|
- |
263+ 212.1% |
$19K - $20.5K
|
387
$28.1K
|
|
|
Feb 17, 2022
Q4 2021
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
256New |
$18.5K - $19.9K
|
256
$18.6K
|
|
|
Jan 31, 2022
Q4 2021
|
Toth Financial Advisory Corp
|
BUY
|
- |
251New |
$18.2K - $19.5K
|
251
$18.2K
|
|
|
Jan 24, 2022
Q4 2021
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
249New |
$18K - $19.4K
|
249
$18.1K
|
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
238+ 1.5% |
$17.2K - $18.5K
|
16.1K
$1.17M
|
|
|
Jan 21, 2022
Q4 2021
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
233+ 4.65% |
$16.9K - $18.1K
|
5.24K
$380K
|
|
|
Feb 17, 2022
Q4 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
228+ 1.97% |
$16.5K - $17.7K
|
11.8K
$856K
|
|
|
Feb 15, 2022
Q4 2021
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
222New |
$16.1K - $17.3K
|
222
$16.1K
|
|
|
Jan 25, 2022
Q4 2021
|
First Command Advisory Services, Inc.
|
BUY
|
- |
221+ 480.43% |
$16K - $17.2K
|
267
$19.4K
|
|
|
Feb 16, 2022
Q4 2021
|
Evensky & Katz LLC
|
BUY
|
- |
220+ 1.52% |
$15.9K - $17.1K
|
14.7K
$1.06M
|
|
|
Jan 18, 2022
Q4 2021
|
ETF Portfolio Partners, Inc.
|
BUY
|
- |
207+ 1.49% |
$15K - $16.1K
|
14.1K
$1.03M
|
|
|
Feb 10, 2022
Q4 2021
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
206+ 2.56% |
$14.9K - $16K
|
8.24K
$598K
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
206New |
$14.9K - $16K
|
206
$14.9K
|
|
|
Jan 19, 2022
Q4 2021
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
205+ 2.51% |
$14.8K - $15.9K
|
8.36K
$606K
|
|
|
Mar 11, 2022
Q4 2021
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
205+ 2.27% |
$14.8K - $15.9K
|
9.25K
$671K
|
|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
203New |
$14.7K - $15.8K
|
203
$14.7K
|
|
|
Jan 13, 2022
Q4 2021
|
Veery Capital, LLC
|
BUY
|
- |
185+ 0.15% |
$13.4K - $14.4K
|
120K
$8.73M
|
|
|
Feb 14, 2022
Q4 2021
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
185New |
$13.4K - $14.4K
|
185
$13.4K
|
|
|
Jan 18, 2022
Q4 2021
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
182+ 6.64% |
$13.2K - $14.2K
|
2.92K
$212K
|
|
|
Feb 03, 2022
Q4 2021
|
Leuthold Group, LLC
|
BUY
|
- |
181+ 3.16% |
$13.1K - $14.1K
|
5.91K
$429K
|
|
|
Feb 23, 2022
Q4 2021
|
Lake Point Wealth Management
|
BUY
|
- |
178+ 62.24% |
$12.9K - $13.8K
|
464
$33.7K
|
|
|
Feb 10, 2022
Q4 2021
|
Garrison Point Capital, LLC
Walnut Creek, CA |
BUY
|
- |
176+ 1.77% |
$12.7K - $13.7K
|
10.1K
$735K
|
|
|
Feb 15, 2022
Q4 2021
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
173+ 1.25% |
$12.5K - $13.5K
|
14K
$1.01M
|
|
|
Jan 27, 2022
Q4 2021
|
Andesa Financial Management Inc.
|
BUY
|
- |
172+ 2.34% |
$12.4K - $13.4K
|
7.52K
$546K
|
|
|
Jan 26, 2022
Q4 2021
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
171+ 0.91% |
$12.4K - $13.3K
|
19K
$1.38M
|
|
|
Feb 14, 2022
Q4 2021
|
First Manhattan CO
New York, NY |
BUY
|
- |
161+ 21.35% |
$11.6K - $12.5K
|
915
$66.4K
|
|
|
Jan 31, 2022
Q4 2021
|
Kanawha Capital Management LLC
|
BUY
|
- |
159+ 0.32% |
$11.5K - $12.4K
|
50.4K
$3.66M
|
|
|
Jan 07, 2022
Q4 2021
|
Beacon Financial Group
|
BUY
|
- |
157+ 0.68% |
$11.4K - $12.2K
|
23.1K
$1.68M
|
|
|
Jan 27, 2022
Q4 2021
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
157+ 102.61% |
$11.4K - $12.2K
|
310
$22.5K
|
|
|
Jan 11, 2022
Q4 2021
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
156+ 11.77% |
$11.3K - $12.1K
|
1.48K
$107K
|
|
|
Feb 02, 2022
Q4 2021
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
155+ 0.18% |
$11.2K - $12.1K
|
84.4K
$6.12M
|
|
|
Feb 07, 2022
Q4 2021
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
155+ 1.78% |
$11.2K - $12.1K
|
8.88K
$644K
|
|
|
Aug 10, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
152+ 0.21% |
$11K - $11.8K
|
72K
$5.22M
|
|
|
Mar 17, 2022
Q4 2021
|
Integrity Financial Corp
|
BUY
|
- |
146New |
$10.6K - $11.4K
|
146
$10.6K
|
|
|
Feb 03, 2022
Q4 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
144+ 18.34% |
$10.4K - $11.2K
|
929
$67.4K
|
|
|
Jan 18, 2022
Q4 2021
|
Pacific Financial Group Inc
|
BUY
|
- |
140+ 3.81% |
$10.1K - $10.9K
|
3.82K
$277K
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
136New |
$9.84K - $10.6K
|
136
$9.87K
|
|
|
Jan 19, 2022
Q4 2021
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
135+ 0.49% |
$9.77K - $10.5K
|
27.8K
$2.02M
|
|
|
Feb 07, 2022
Q4 2021
|
Financial Strategies Group, Inc.
|
BUY
|
- |
134+ 4.75% |
$9.7K - $10.4K
|
2.95K
$214K
|
|
|
Jan 19, 2022
Q4 2021
|
Lantz Financial LLC
|
BUY
|
- |
130+ 1.37% |
$9.41K - $10.1K
|
9.65K
$700K
|
|
|
Feb 04, 2022
Q4 2021
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
129+ 1.65% |
$9.33K - $10K
|
7.94K
$576K
|
|
|
Feb 14, 2022
Q4 2021
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
125+ 2.62% |
$9.05K - $9.72K
|
4.9K
$355K
|
|
|
Jan 14, 2022
Q4 2021
|
Centerpoint Advisors, LLC
|
BUY
|
- |
123New |
$8.9K - $9.56K
|
123
$8.92K
|
|
|
Feb 11, 2022
Q4 2021
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
123+ 0.78% |
$8.9K - $9.56K
|
15.9K
$1.15M
|
|
|
Jan 31, 2022
Q4 2021
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
121+ 23.22% |
$8.76K - $9.41K
|
642
$46.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Aspire Private Capital, LLC
|
BUY
|
- |
120+ 4.97% |
$8.68K - $9.33K
|
2.53K
$184K
|