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 26, 2022
Q4 2021
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-223- 1.61% |
$16.1K - $17.3K
|
13.6K
$986K
|
|
|
Feb 09, 2022
Q4 2021
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-225- 31.82% |
$16.3K - $17.5K
|
482
$34.9K
|
|
|
Feb 11, 2022
Q4 2021
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-228- 4.11% |
$16.5K - $17.7K
|
5.32K
$384K
|
|
|
Feb 15, 2022
Q4 2021
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-233Closed |
$16.9K - $18.1K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-240Closed |
$17.4K - $18.7K
|
0
$0
|
|
|
Feb 23, 2022
Q4 2021
|
Essex Savings Bank
|
SELL
|
- |
-248- 4.08% |
$17.9K - $19.3K
|
5.83K
$422K
|
|
|
Feb 14, 2022
Q4 2021
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-249Closed |
$18K - $19.4K
|
0
$0
|
|
|
Mar 11, 2022
Q4 2021
|
City Holding CO
|
SELL
|
- |
-250- 3.11% |
$18.1K - $19.4K
|
7.78K
$563K
|
|
|
Jan 20, 2022
Q4 2021
|
Retirement Planning Group
|
SELL
|
- |
-250- 3.71% |
$18.1K - $19.4K
|
6.48K
$469K
|
|
|
Feb 09, 2022
Q4 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-257- 0.59% |
$18.6K - $20K
|
43.4K
$3.14M
|
|
|
Jan 13, 2022
Q4 2021
|
First Citizens Financial Corp
|
SELL
|
- |
-260- 1.09% |
$18.8K - $20.2K
|
23.6K
$1.71M
|
|
|
Jan 28, 2022
Q4 2021
|
First National Corp
|
SELL
|
- |
-275- 3.34% |
$19.9K - $21.4K
|
7.97K
$576K
|
|
|
Feb 09, 2022
Q4 2021
|
Emerson Wealth, LLC
|
SELL
|
- |
-288- 10.91% |
$20.8K - $22.4K
|
2.35K
$170K
|
|
|
Jan 18, 2022
Q4 2021
|
Kovack Advisors, Inc.
|
SELL
|
- |
-300- 2.23% |
$21.7K - $23.3K
|
13.2K
$951K
|
|
|
Feb 11, 2022
Q4 2021
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-300- 2.79% |
$21.7K - $23.3K
|
10.5K
$757K
|
|
|
Feb 11, 2022
Q4 2021
|
Independent Advisor Alliance
|
SELL
|
- |
-303- 0.89% |
$21.9K - $23.6K
|
33.9K
$2.45M
|
|
|
May 11, 2023
Q4 2021
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-321- 53.23% |
$23.2K - $25K
|
282
$20.4K
|
|
|
Jan 26, 2022
Q4 2021
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-338- 0.71% |
$24.5K - $26.3K
|
47.2K
$3.41M
|
|
|
Feb 11, 2022
Q4 2021
|
Essex Financial Services, Inc.
|
SELL
|
- |
-340- 2.99% |
$24.6K - $26.4K
|
11K
$798K
|
|
|
Feb 11, 2022
Q4 2021
|
South Shore Capital Advisors
|
SELL
|
- |
-342- 8.5% |
$24.7K - $26.6K
|
3.68K
$266K
|
|
|
Feb 14, 2022
Q4 2021
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-345- 0.4% |
$25K - $26.8K
|
85.4K
$6.18M
|
|
|
Jan 25, 2022
Q4 2021
|
Planning Alternatives LTD
|
SELL
|
- |
-348- 3.18% |
$25.2K - $27.1K
|
10.6K
$766K
|
|
|
Jan 26, 2022
Q4 2021
|
Signature Securities Group Corporation
|
SELL
|
- |
-363- 1.68% |
$26.3K - $28.2K
|
21.2K
$1.53M
|
|
|
Jan 28, 2022
Q4 2021
|
Bellwether Advisors, LLC
|
SELL
|
- |
-366- 1.62% |
$26.5K - $28.5K
|
22.2K
$1.61M
|
|
|
Feb 14, 2022
Q4 2021
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-382- 0.75% |
$27.6K - $29.7K
|
50.3K
$3.64M
|
|
|
Feb 10, 2022
Q4 2021
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-388- 87.58% |
$28.1K - $30.2K
|
55
$3.98K
|
|
|
Jan 26, 2022
Q4 2021
|
Independence Bank Of Kentucky
|
SELL
|
- |
-394- 3.05% |
$28.5K - $30.6K
|
12.5K
$905K
|
|
|
Jan 27, 2022
Q4 2021
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-403Closed |
$29.2K - $31.3K
|
0
$0
|
|
|
Jan 12, 2022
Q4 2021
|
Gradient Investments LLC
|
SELL
|
- |
-409- 62.92% |
$29.6K - $31.8K
|
241
$17.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-435- 3.3% |
$31.5K - $33.8K
|
12.8K
$923K
|
|
|
Jan 25, 2022
Q4 2021
|
Cordant, Inc.
Portland, OR |
SELL
|
- |
-439Closed |
$31.8K - $34.1K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Caprock Group, Inc.
|
SELL
|
- |
-447- 10.53% |
$32.3K - $34.8K
|
3.8K
$274K
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-455- 2.32% |
$32.9K - $35.4K
|
19.2K
$1.39M
|
|
|
Feb 14, 2022
Q4 2021
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-460- 6.84% |
$33.3K - $35.8K
|
6.26K
$453K
|
|
|
Feb 14, 2022
Q4 2021
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-460- 0.74% |
$33.3K - $35.8K
|
61.6K
$4.45M
|
|
|
Feb 10, 2022
Q4 2021
|
Bailard, Inc.
|
SELL
|
- |
-465- 0.06% |
$33.6K - $36.2K
|
810K
$58.6M
|
|
|
Jan 14, 2022
Q4 2021
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-472- 1.38% |
$34.2K - $36.7K
|
33.6K
$2.43M
|
|
|
Feb 07, 2022
Q4 2021
|
Orion Capital Management LLC
|
SELL
|
- |
-482- 6.96% |
$34.9K - $37.5K
|
6.44K
$466K
|
|
|
Jan 19, 2022
Q4 2021
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-491- 6.73% |
$35.5K - $38.2K
|
6.81K
$492K
|
|
|
Jan 18, 2022
Q4 2021
|
Enterprise Trust & Investment CO
|
SELL
|
- |
-500- 10.0% |
$36.2K - $38.9K
|
4.5K
$325K
|
|
|
Feb 14, 2022
Q4 2021
|
Ifg Advisory, LLC
|
SELL
|
- |
-505- 6.16% |
$36.5K - $39.3K
|
7.69K
$556K
|
|
|
Jan 25, 2022
Q4 2021
|
Private Ocean, LLC
|
SELL
|
- |
-526- 6.25% |
$38.1K - $40.9K
|
7.89K
$570K
|
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-526Closed |
$38.1K - $40.9K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-542- 9.66% |
$39.2K - $42.1K
|
5.07K
$367K
|
|
|
Feb 11, 2022
Q4 2021
|
Prism Advisors, Inc.
|
SELL
|
- |
-547- 0.86% |
$39.6K - $42.5K
|
63K
$4.55M
|
|
|
Jan 31, 2022
Q4 2021
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-559- 75.13% |
$40.4K - $43.5K
|
185
$13.4K
|
|
|
Jan 13, 2022
Q4 2021
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-569- 5.25% |
$41.2K - $44.2K
|
10.3K
$742K
|
|
|
Mar 11, 2022
Q4 2021
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-569- 4.89% |
$41.2K - $44.2K
|
11.1K
$801K
|
|
|
Feb 14, 2022
Q4 2021
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-591- 14.37% |
$42.8K - $46K
|
3.52K
$255K
|
|
|
Feb 10, 2022
Q4 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-615- 2.0% |
$44.5K - $47.8K
|
30.2K
$2.18M
|