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
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
363K+ 37.78% |
$26.3M - $28.2M
|
1.32M
$96M
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
358K+ 16.03% |
$25.9M - $27.8M
|
2.59M
$188M
|
|
|
Jan 28, 2022
Q4 2021
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
335KNew |
$24.3M - $26.1M
|
335K
$24.3M
|
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
323K+ 440.63% |
$23.4M - $25.1M
|
397K
$28.8M
|
|
|
Feb 16, 2022
Q4 2021
|
United Services Automobile Association
San Antonio, TX |
BUY
|
- |
311K+ 2.93% |
$22.5M - $24.2M
|
10.9M
$792M
|
|
|
Feb 14, 2022
Q4 2021
|
Assetmark, Inc
|
BUY
|
- |
309K+ 4.72% |
$22.4M - $24M
|
6.86M
$498M
|
|
|
Feb 15, 2022
Q4 2021
|
Dean, Jacobson Financial Services, LLC
|
BUY
|
- |
293KNew |
$21.2M - $22.8M
|
293K
$21.2M
|
|
|
Feb 10, 2022
Q4 2021
|
Bg Investment Services, Inc.
|
BUY
|
- |
292KNew |
$21.1M - $22.7M
|
292K
$21.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
271K+ 6.01% |
$19.6M - $21.1M
|
4.78M
$347M
|
|
|
Feb 14, 2022
Q4 2021
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
250K+ 1239.74% |
$18.1M - $19.5M
|
270K
$19.6M
|
|
|
Jan 14, 2022
Q4 2021
|
Charles Schwab Trust CO
|
BUY
|
- |
240KNew |
$17.3M - $18.6M
|
240K
$17.4M
|
|
|
Jan 25, 2022
Q4 2021
|
Cva Family Office, LLC
|
BUY
|
- |
236K+ 319.41% |
$17.1M - $18.3M
|
309K
$22.5M
|
|
|
Feb 10, 2022
Q4 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
234KNew |
$17M - $18.2M
|
234K
$17M
|
|
|
Jan 25, 2022
Q4 2021
|
Brickley Wealth Management
|
BUY
|
- |
232K+ 65.88% |
$16.8M - $18M
|
583K
$42.3M
|
|
|
Jan 31, 2022
Q4 2021
|
Regions Financial Corp
|
BUY
|
- |
219K+ 31.08% |
$15.8M - $17M
|
923K
$67M
|
|
|
Feb 03, 2022
Q4 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
218K+ 21.12% |
$15.8M - $16.9M
|
1.25M
$90.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
204K+ 25.01% |
$14.8M - $15.9M
|
1.02M
$74.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
203K+ 3.19% |
$14.7M - $15.8M
|
6.55M
$475M
|
|
|
May 04, 2022
Q4 2021
|
Client First Capital LLC
|
BUY
|
- |
199KNew |
$14.4M - $15.5M
|
199K
$14.4M
|
|
|
Feb 09, 2022
Q4 2021
|
Northcape Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
191KNew |
$13.8M - $14.8M
|
191K
$13.8M
|
|
|
Feb 09, 2022
Q4 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
187K+ 7.12% |
$13.5M - $14.5M
|
2.81M
$204M
|
|
|
Jan 24, 2022
Q4 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
183K+ 7.33% |
$13.2M - $14.2M
|
2.67M
$194M
|
|
|
Jan 13, 2022
Q4 2021
|
Blue Sky Wealth Advisors, LLC
|
BUY
|
- |
180K+ 562.79% |
$13M - $14M
|
212K
$15.4M
|
|
|
Mar 17, 2022
Q4 2021
|
Lbmc Investment Advisors, LLC
|
BUY
|
- |
180K+ 49.23% |
$13M - $14M
|
545K
$39.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
BUY
|
- |
173KNew |
$12.5M - $13.5M
|
173K
$12.6M
|
|
|
Feb 13, 2024
Q4 2021
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
162KNew |
$11.7M - $12.6M
|
162K
$11.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
BUY
|
- |
161K+ 2.29% |
$11.7M - $12.5M
|
7.2M
$522M
|
|
|
Feb 14, 2022
Q4 2021
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
159K+ 2.27% |
$11.5M - $12.4M
|
7.17M
$520M
|
|
|
Mar 08, 2022
Q4 2021
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
157KNew |
$11.4M - $12.2M
|
157K
$11.4M
|
|
|
Jun 13, 2022
Q4 2021
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
155KNew |
$11.2M - $12M
|
155K
$11.2M
|
|
|
Feb 11, 2022
Q4 2021
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
155K+ 35.23% |
$11.2M - $12M
|
593K
$43M
|
|
|
Feb 14, 2022
Q4 2021
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
153K+ 57.1% |
$11.1M - $11.9M
|
421K
$30.6M
|
|
|
Jan 25, 2022
Q4 2021
|
First Command Financial Services, Inc.
|
BUY
|
- |
150K+ 17.71% |
$10.8M - $11.7M
|
996K
$72.3M
|
|
|
Feb 08, 2022
Q4 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
148K+ 64.37% |
$10.7M - $11.5M
|
379K
$27.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
147KNew |
$10.6M - $11.4M
|
147K
$10.6M
|
|
|
Jan 12, 2022
Q4 2021
|
Pure Financial Advisors, LLC
|
BUY
|
- |
146K+ 13.96% |
$10.6M - $11.4M
|
1.19M
$86.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
143K+ 35.91% |
$10.3M - $11.1M
|
541K
$39.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
132KNew |
$9.58M - $10.3M
|
132K
$9.61M
|
|
|
Feb 04, 2022
Q4 2021
|
Southern Capital Advisors, LLC
|
BUY
|
- |
132KNew |
$9.55M - $10.3M
|
132K
$9.57M
|
|
|
Jan 21, 2022
Q4 2021
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
129KNew |
$9.3M - $10M
|
129K
$9.33M
|
|
|
Feb 11, 2022
Q4 2021
|
Life Planning Partners, Inc
|
BUY
|
- |
126KNew |
$9.11M - $9.79M
|
126K
$9.13M
|
|
|
Jan 31, 2022
Q4 2021
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
125K+ 5.96% |
$9.06M - $9.73M
|
2.22M
$161M
|
|
|
Apr 13, 2022
Q4 2021
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
120KNew |
$8.69M - $9.34M
|
120K
$8.71M
|
|
|
Feb 09, 2022
Q4 2021
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
118KNew |
$8.54M - $9.18M
|
118K
$8.56M
|
|
|
Feb 18, 2022
Q4 2021
|
Roger Wittlin Investment Advisory, LLC
|
BUY
|
- |
118KNew |
$8.52M - $9.15M
|
118K
$8.54M
|
|
|
Jan 31, 2022
Q4 2021
|
Altium Wealth Management LLC
|
BUY
|
- |
117K+ 4.87% |
$8.43M - $9.06M
|
2.51M
$182M
|
|
|
Feb 08, 2022
Q4 2021
|
Brinker Capital Investments, LLC
|
BUY
|
- |
115K+ 30.47% |
$8.32M - $8.94M
|
492K
$35.7M
|
|
|
Feb 10, 2022
Q4 2021
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
113K+ 46.09% |
$8.18M - $8.79M
|
358K
$26M
|
|
|
Feb 04, 2022
Q4 2021
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
113KNew |
$8.15M - $8.76M
|
113K
$8.17M
|
|
|
Feb 14, 2022
Q4 2021
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
111K+ 17.0% |
$8.03M - $8.63M
|
764K
$55.4M
|