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 15, 2022
Q4 2021
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
110K+ 505.01% |
$7.99M - $8.59M
|
132K
$9.57M
|
|
|
Jan 24, 2022
Q4 2021
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
105K+ 79.35% |
$7.62M - $8.19M
|
238K
$17.2M
|
|
|
Feb 08, 2022
Q4 2021
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
105K+ 19.18% |
$7.61M - $8.18M
|
653K
$47.2M
|
|
|
Feb 10, 2022
Q4 2021
|
Citizens Financial Group Inc
|
BUY
|
- |
104K+ 5.53% |
$7.56M - $8.12M
|
1.99M
$144M
|
|
|
Jan 28, 2022
Q4 2021
|
Holland Advisory Services, Inc.
|
BUY
|
- |
103KNew |
$7.45M - $8.01M
|
103K
$7.45M
|
|
|
Feb 23, 2022
Q4 2021
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
102KNew |
$7.35M - $7.9M
|
102K
$7.35M
|
|
|
Feb 02, 2022
Q4 2021
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
101K+ 103.18% |
$7.29M - $7.83M
|
198K
$14.3M
|
|
|
Feb 02, 2022
Q4 2021
|
Truepoint, Inc.
|
BUY
|
- |
97.9K+ 7.82% |
$7.09M - $7.61M
|
1.35M
$97.6M
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
97.9K+ 25.8% |
$7.08M - $7.61M
|
477K
$34.5M
|
|
|
Jan 19, 2022
Q4 2021
|
Ma Private Wealth
|
BUY
|
- |
95K+ 15.44% |
$6.88M - $7.39M
|
710K
$51.4M
|
|
|
Feb 02, 2022
Q4 2021
|
Rmr Wealth Builders
|
BUY
|
- |
92.1KNew |
$6.66M - $7.16M
|
92.1K
$6.66M
|
|
|
Feb 14, 2022
Q4 2021
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
92K+ 130.86% |
$6.66M - $7.15M
|
162K
$11.7M
|
|
|
Aug 09, 2022
Q4 2021
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
91.6KNew |
$6.63M - $7.12M
|
91.6K
$6.62M
|
|
|
Feb 11, 2022
Q4 2021
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
91.4KNew |
$6.61M - $7.1M
|
91.4K
$6.61M
|
|
|
Feb 11, 2022
Q4 2021
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
90.6K+ 9.9% |
$6.56M - $7.04M
|
1.01M
$72.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Jordan Park Group LLC
|
BUY
|
- |
90.5K+ 83.72% |
$6.55M - $7.04M
|
199K
$14.4M
|
|
|
Jan 25, 2022
Q4 2021
|
Hancock Whitney Corp
|
BUY
|
- |
89.3K+ 47.54% |
$6.46M - $6.94M
|
277K
$20M
|
|
|
Jan 28, 2022
Q4 2021
|
Widmann Financial Services, Inc.
|
BUY
|
- |
89.3KNew |
$6.46M - $6.94M
|
89.3K
$6.46M
|
|
|
Feb 17, 2022
Q4 2021
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
86.7KNew |
$6.27M - $6.74M
|
86.7K
$6.27M
|
|
|
Feb 04, 2022
Q4 2021
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
86.4KNew |
$6.25M - $6.72M
|
86.4K
$6.24M
|
|
|
Feb 09, 2022
Q4 2021
|
Matson Money. Inc.
|
BUY
|
- |
85.3K+ 4.92% |
$6.17M - $6.63M
|
1.82M
$131M
|
|
|
Feb 15, 2022
Q4 2021
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
84.2KNew |
$6.09M - $6.55M
|
84.2K
$6.09M
|
|
|
Feb 11, 2022
Q4 2021
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
84KNew |
$6.08M - $6.54M
|
84K
$6.08M
|
|
|
Jan 27, 2022
Q4 2021
|
Brown Advisory Inc
|
BUY
|
- |
83.2K+ 20.34% |
$6.02M - $6.47M
|
492K
$35.6M
|
|
|
Oct 26, 2022
Q4 2021
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
80.4K+ 7.19% |
$5.82M - $6.25M
|
1.2M
$86.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
80KNew |
$5.79M - $6.22M
|
80K
$5.79M
|
|
|
Feb 14, 2022
Q4 2021
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
79.7K+ 4.51% |
$5.77M - $6.2M
|
1.85M
$134M
|
|
|
Jan 24, 2022
Q4 2021
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
79.7K+ 8.48% |
$5.76M - $6.19M
|
1.02M
$73.7M
|
|
|
Feb 11, 2022
Q4 2021
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
79.2K+ 18430.0% |
$5.73M - $6.16M
|
79.7K
$5.76M
|
|
|
Feb 14, 2022
Q4 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
79KNew |
$5.72M - $6.14M
|
79K
$5.71M
|
|
|
Jan 31, 2022
Q4 2021
|
Bowman & CO S.C.
|
BUY
|
- |
78KNew |
$5.65M - $6.07M
|
78K
$5.64M
|
|
|
Mar 24, 2022
Q4 2021
|
Montz Harcus Wealth Management LLC
|
BUY
|
- |
76.7KNew |
$5.55M - $5.97M
|
76.7K
$5.55M
|
|
|
Feb 11, 2022
Q4 2021
|
Mission Wealth Management, LP
|
BUY
|
- |
74.5K+ 6.21% |
$5.39M - $5.8M
|
1.28M
$92.2M
|
|
|
Jan 14, 2022
Q4 2021
|
Wedmont Private Capital
|
BUY
|
- |
74.2KNew |
$5.37M - $5.77M
|
74.2K
$5.36M
|
|
|
Feb 10, 2022
Q4 2021
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
72KNew |
$5.21M - $5.6M
|
72K
$5.21M
|
|
|
Feb 07, 2022
Q4 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
72K+ 14.73% |
$5.21M - $5.6M
|
561K
$40.5M
|
|
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
71.8KNew |
$5.2M - $5.58M
|
71.8K
$5.19M
|
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
71.6K+ 7.2% |
$5.18M - $5.57M
|
1.07M
$77.1M
|
|
|
Jan 26, 2022
Q4 2021
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
70.4K+ 24.77% |
$5.09M - $5.47M
|
355K
$25.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Connable Office Inc
|
BUY
|
- |
69.5K+ 22.04% |
$5.03M - $5.4M
|
385K
$27.8M
|
|
|
Jan 24, 2022
Q4 2021
|
Members Trust CO
|
BUY
|
- |
68.7K+ 2.17% |
$4.97M - $5.34M
|
3.24M
$234M
|
|
|
Feb 07, 2022
Q4 2021
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
68.2K+ 17.08% |
$4.93M - $5.3M
|
467K
$33.8M
|
|
|
Feb 15, 2022
Q4 2021
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
68.1K+ 75.52% |
$4.93M - $5.29M
|
158K
$11.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
68.1K+ 55.11% |
$4.92M - $5.29M
|
192K
$13.8M
|
|
|
Feb 07, 2022
Q4 2021
|
Keybank National Association
|
BUY
|
- |
66.9K+ 1.12% |
$4.84M - $5.2M
|
6.06M
$438M
|
|
|
Jan 28, 2022
Q4 2021
|
Berkshire Bank
|
BUY
|
- |
65.6K+ 119.53% |
$4.75M - $5.1M
|
120K
$8.71M
|
|
|
Feb 14, 2022
Q4 2021
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
65.2K+ 33.42% |
$4.72M - $5.07M
|
260K
$18.8M
|
|
|
Feb 07, 2022
Q4 2021
|
Boyd Wealth Management, LLC
|
BUY
|
- |
64.2KNew |
$4.65M - $4.99M
|
64.2K
$4.64M
|
|
|
Jan 19, 2022
Q4 2021
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
63.9K+ 53.49% |
$4.62M - $4.97M
|
183K
$13.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
63.8K+ 3.0% |
$4.62M - $4.96M
|
2.19M
$158M
|