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 19, 2022
Q4 2021
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
38+ 1.07% |
$2.75K - $2.95K
|
3.58K
$259K
|
|
Feb 08, 2022
Q4 2021
|
Wolff Financial Management LLC
|
BUY
|
- |
37+ 0.87% |
$2.68K - $2.88K
|
4.27K
$310K
|
|
Jan 18, 2022
Q4 2021
|
Tnf LLC
|
BUY
|
- |
32+ 0.68% |
$2.32K - $2.49K
|
4.72K
$342K
|
|
Jan 25, 2022
Q4 2021
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
32+ 0.13% |
$2.32K - $2.49K
|
25K
$1.81M
|
|
Jan 26, 2022
Q4 2021
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
26+ 0.32% |
$1.88K - $2.02K
|
8.07K
$586K
|
|
Feb 14, 2022
Q4 2021
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
24+ 0.29% |
$1.74K - $1.87K
|
8.34K
$605K
|
|
Feb 09, 2022
Q4 2021
|
Retirement Group, LLC
|
BUY
|
- |
24+ 1.87% |
$1.74K - $1.87K
|
1.31K
$94.8K
|
|
Jan 25, 2022
Q4 2021
|
Macroview Investment Management LLC
|
BUY
|
- |
20+ 0.04% |
$1.45K - $1.56K
|
57K
$4.14M
|
|
Oct 18, 2023
Q4 2021
|
Schoolcraft Capital LLC
Boulder, CO |
BUY
|
- |
19+ 0.36% |
$1.37K - $1.48K
|
5.23K
$379K
|
|
Feb 08, 2022
Q4 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
16+ 0.25% |
$1.16K - $1.24K
|
6.44K
$467K
|
|
Feb 08, 2022
Q4 2021
|
Keudell
|
BUY
|
- |
15+ 0.22% |
$1.09K - $1.17K
|
6.74K
$489K
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
15+ 0.2% |
$1.09K - $1.17K
|
7.67K
$557K
|
|
Jan 13, 2022
Q4 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
13+ 0.42% |
$941 - $1.01K
|
3.12K
$226K
|
|
Jan 13, 2022
Q4 2021
|
Burt Wealth Advisors
|
BUY
|
- |
12+ 0.07% |
$868 - $933
|
18.4K
$1.34M
|
|
Feb 10, 2022
Q4 2021
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
11+ 0.13% |
$796 - $855
|
8.63K
$626K
|
|
Feb 03, 2022
Q4 2021
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
11+ 1.28% |
$796 - $855
|
872
$63.3K
|
|
Feb 08, 2022
Q4 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
11+ 12.79% |
$796 - $855
|
97
$7.04K
|
|
Feb 14, 2022
Q4 2021
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
6+ 0.05% |
$434 - $467
|
11.3K
$819K
|
|
Feb 07, 2022
Q4 2021
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
6+ 0.17% |
$434 - $467
|
3.53K
$256K
|
|
Feb 02, 2022
Q4 2021
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
5+ 1.22% |
$362 - $389
|
415
$30.1K
|
|
Jan 31, 2022
Q4 2021
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
4+ 0.06% |
$289 - $311
|
6.72K
$487K
|
|
Jan 31, 2022
Q4 2021
|
Accredited Investors Inc.
|
BUY
|
- |
3+ 0.04% |
$217 - $233
|
7.86K
$570K
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
3New |
$217 - $233
|
3
$218
|
|
Jan 06, 2022
Q4 2021
|
Versant Capital Management, Inc
|
BUY
|
- |
3+ 1.75% |
$217 - $233
|
174
$12.6K
|
|
Jan 21, 2022
Q4 2021
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
3+ 0.05% |
$217 - $233
|
6.15K
$446K
|
|
Feb 10, 2022
Q4 2021
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
3+ 4.84% |
$217 - $233
|
65
$4.72K
|
|
Jan 18, 2022
Q4 2021
|
Gleason Group, Inc.
|
BUY
|
- |
2+ 1.64% |
$145 - $156
|
124
$8.99K
|
|
Feb 09, 2022
Q4 2021
|
Horan Securities, Inc.
|
BUY
|
- |
2+ 0.28% |
$145 - $156
|
716
$51.9K
|
|
Jan 19, 2022
Q4 2021
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
2+ 2.47% |
$145 - $156
|
83
$6.02K
|
|
Feb 11, 2022
Q4 2021
|
Oder Investment Management, LLC
Woodland Hills, CA |
BUY
|
- |
2+ 0.06% |
$145 - $156
|
3.28K
$238K
|
|
Feb 02, 2022
Q4 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
2+ 1.52% |
$145 - $156
|
134
$9.72K
|
|
Feb 02, 2022
Q4 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1+ 0.11% |
$72.4 - $77.8
|
884
$64.1K
|
|
Feb 10, 2022
Q4 2021
|
Tsfg, LLC
|
SELL
|
- |
-2- 0.07% |
$145 - $156
|
2.75K
$200K
|
|
Feb 14, 2022
Q4 2021
|
Ima Wealth, Inc.
Wichita, KS |
SELL
|
- |
-3- 1.2% |
$217 - $233
|
248
$18K
|
|
Feb 10, 2022
Q4 2021
|
Pittenger & Anderson Inc
|
SELL
|
- |
-7- 0.4% |
$507 - $544
|
1.72K
$125K
|
|
Jan 24, 2022
Q4 2021
|
Clear Investment Research, LLC
|
SELL
|
- |
-9- 0.02% |
$651 - $700
|
44.8K
$3.25M
|
|
Feb 09, 2022
Q4 2021
|
Argent Capital Management LLC
|
SELL
|
- |
-13- 0.44% |
$941 - $1.01K
|
2.97K
$215K
|
|
Feb 15, 2022
Q4 2021
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-13- 0.13% |
$941 - $1.01K
|
10.3K
$744K
|
|
Jan 14, 2022
Q4 2021
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-16- 1.06% |
$1.16K - $1.24K
|
1.49K
$108K
|
|
Feb 14, 2022
Q4 2021
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-17Closed |
$1.23K - $1.32K
|
0
$0
|
|
Feb 01, 2022
Q4 2021
|
Xml Financial, LLC
|
SELL
|
- |
-18- 0.6% |
$1.3K - $1.4K
|
3K
$218K
|
|
Feb 07, 2022
Q4 2021
|
Barber Financial Group, Inc.
|
SELL
|
- |
-18- 0.43% |
$1.3K - $1.4K
|
4.17K
$302K
|
|
Jan 27, 2022
Q4 2021
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-19- 0.37% |
$1.37K - $1.48K
|
5.14K
$373K
|
|
Jan 28, 2022
Q4 2021
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-26- 0.74% |
$1.88K - $2.02K
|
3.48K
$253K
|
|
Feb 09, 2022
Q4 2021
|
1 St Source Bank
|
SELL
|
- |
-26- 0.09% |
$1.88K - $2.02K
|
28K
$2.03M
|
|
Feb 11, 2022
Q4 2021
|
Psi Advisors, LLC
|
SELL
|
- |
-28- 1.35% |
$2.03K - $2.18K
|
2.05K
$149K
|
|
Feb 09, 2022
Q4 2021
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-28- 0.25% |
$2.03K - $2.18K
|
11.2K
$815K
|
|
Feb 14, 2022
Q4 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-30Closed |
$2.17K - $2.33K
|
0
$0
|
|
Jan 18, 2022
Q4 2021
|
Accel Wealth Management
|
SELL
|
- |
-32- 4.42% |
$2.32K - $2.49K
|
692
$50.2K
|
|
Jan 04, 2022
Q4 2021
|
Park National Corp
|
SELL
|
- |
-36- 1.26% |
$2.6K - $2.8K
|
2.82K
$205K
|