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 18, 2022
Q4 2021
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-1.93K- 0.87% |
$140K - $150K
|
220K
$15.9M
|
|
Feb 14, 2022
Q4 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-1.94K- 6.56% |
$140K - $150K
|
27.6K
$1.99M
|
|
Jan 21, 2022
Q4 2021
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-1.95K- 14.66% |
$141K - $152K
|
11.4K
$822K
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Securities LLC
|
SELL
|
- |
-2K- 2.97% |
$145K - $156K
|
65.5K
$4.73M
|
|
Feb 07, 2022
Q4 2021
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-2.05K- 1.75% |
$148K - $159K
|
115K
$8.31M
|
|
Jan 26, 2022
Q4 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-2.09K- 84.96% |
$151K - $163K
|
370
$26.8K
|
|
Feb 15, 2022
Q4 2021
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-2.12K- 2.84% |
$153K - $165K
|
72.3K
$5.23M
|
|
Feb 04, 2022
Q4 2021
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-2.12K- 1.98% |
$153K - $165K
|
105K
$7.58M
|
|
Feb 02, 2022
Q4 2021
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-2.13K- 25.21% |
$154K - $166K
|
6.32K
$457K
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-2.15K- 12.34% |
$156K - $167K
|
15.3K
$1.11M
|
|
Feb 04, 2022
Q4 2021
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-2.18K- 42.74% |
$158K - $170K
|
2.93K
$212K
|
|
Jan 13, 2022
Q4 2021
|
Wedbush Securities Inc
|
SELL
|
- |
-2.24K- 9.96% |
$162K - $174K
|
20.3K
$1.47M
|
|
Feb 15, 2022
Q4 2021
|
Peninsula Asset Management Inc
Bradenton, FL |
SELL
|
- |
-2.27K- 4.97% |
$164K - $176K
|
43.4K
$3.14M
|
|
Jan 21, 2022
Q4 2021
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-2.32K- 17.21% |
$168K - $180K
|
11.1K
$805K
|
|
Feb 10, 2022
Q4 2021
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-2.34K- 15.25% |
$169K - $182K
|
13K
$939K
|
|
Jan 19, 2022
Q4 2021
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-2.35K- 13.34% |
$170K - $183K
|
15.3K
$1.1M
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-2.37K- 4.47% |
$171K - $184K
|
50.5K
$3.65M
|
|
Jan 31, 2022
Q4 2021
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-2.41K- 6.04% |
$175K - $188K
|
37.6K
$2.72M
|
|
Jan 05, 2022
Q4 2021
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-2.42K- 8.01% |
$175K - $188K
|
27.8K
$2.01M
|
|
Jan 26, 2022
Q4 2021
|
Cabot Wealth Management Inc
|
SELL
|
- |
-2.44K- 6.23% |
$176K - $189K
|
36.7K
$2.65M
|
|
Jan 27, 2022
Q4 2021
|
Rockland Trust CO
|
SELL
|
- |
-2.44K- 15.01% |
$176K - $190K
|
13.8K
$998K
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-2.44K- 46.57% |
$177K - $190K
|
2.8K
$203K
|
|
Feb 08, 2022
Q4 2021
|
Venture Visionary Partners LLC
|
SELL
|
- |
-2.48K- 0.86% |
$179K - $192K
|
286K
$20.7M
|
|
Feb 11, 2022
Q4 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-2.49K- 4.05% |
$180K - $193K
|
58.9K
$4.26M
|
|
Jan 21, 2022
Q4 2021
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-2.5K- 3.3% |
$181K - $194K
|
73.2K
$5.3M
|
|
Feb 11, 2022
Q4 2021
|
Keystone Financial Group
|
SELL
|
- |
-2.52K- 8.98% |
$183K - $196K
|
25.6K
$1.85M
|
|
Feb 25, 2022
Q4 2021
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-2.73KClosed |
$197K - $212K
|
0
$0
|
|
Jan 12, 2022
Q4 2021
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-2.77KClosed |
$200K - $215K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Wealthpoint, LLC
|
SELL
|
- |
-2.78K- 6.42% |
$201K - $216K
|
40.5K
$2.93M
|
|
Jan 27, 2022
Q4 2021
|
Community Bank, N.A.
|
SELL
|
- |
-2.81K- 0.48% |
$203K - $218K
|
577K
$41.7M
|
|
Feb 11, 2022
Q4 2021
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-2.82KClosed |
$204K - $219K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-2.83K- 7.2% |
$204K - $220K
|
36.4K
$2.63M
|
|
Feb 09, 2022
Q4 2021
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-2.89K- 29.83% |
$209K - $224K
|
6.79K
$491K
|
|
Feb 02, 2022
Q4 2021
|
Valmark Advisers, Inc.
|
SELL
|
- |
-2.89K- 9.97% |
$209K - $225K
|
26.1K
$1.89M
|
|
Feb 16, 2022
Q4 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-2.89K- 5.26% |
$209K - $225K
|
52.1K
$3.77M
|
|
Jan 24, 2022
Q4 2021
|
Secure Asset Management, LLC
|
SELL
|
- |
-2.9KClosed |
$210K - $226K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Bluestein R H & CO LLC
Birmingham, MI |
SELL
|
- |
-2.91K- 4.27% |
$210K - $226K
|
65.3K
$4.72M
|
|
Feb 10, 2022
Q4 2021
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-2.99K- 6.98% |
$216K - $232K
|
39.9K
$2.88M
|
|
Feb 14, 2022
Q4 2021
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-3.01K- 1.48% |
$218K - $234K
|
201K
$14.5M
|
|
Feb 01, 2022
Q4 2021
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-3.07K- 13.27% |
$222K - $239K
|
20.1K
$1.45M
|
|
Feb 02, 2022
Q4 2021
|
Mv Capital Management, Inc.
|
SELL
|
- |
-3.11K- 10.98% |
$225K - $242K
|
25.2K
$1.82M
|
|
Jan 21, 2022
Q4 2021
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-3.14K- 14.76% |
$227K - $244K
|
18.1K
$1.31M
|
|
Jan 25, 2022
Q4 2021
|
Montecito Bank & Trust
|
SELL
|
- |
-3.26K- 2.9% |
$236K - $253K
|
109K
$7.87M
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-3.28K- 9.5% |
$238K - $255K
|
31.3K
$2.26M
|
|
Feb 07, 2022
Q4 2021
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-3.34KClosed |
$242K - $260K
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
SELL
|
- |
-3.35KClosed |
$242K - $261K
|
0
$0
|
|
Jan 24, 2022
Q4 2021
|
Montis Financial, LLC
|
SELL
|
- |
-3.41K- 1.21% |
$247K - $265K
|
279K
$20.2M
|
|
Jan 25, 2022
Q4 2021
|
Mc Cutchen Group LLC
|
SELL
|
- |
-3.45K- 1.44% |
$250K - $268K
|
236K
$17M
|
|
Jan 21, 2022
Q4 2021
|
Columbus Macro, LLC
|
SELL
|
- |
-3.48K- 5.58% |
$252K - $271K
|
58.8K
$4.25M
|
|
Jan 19, 2022
Q4 2021
|
Defined Wealth Management, LLC
|
SELL
|
- |
-3.63K- 10.08% |
$262K - $282K
|
32.3K
$2.34M
|