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 01, 2022
Q4 2021
|
Fifth Third Bancorp
|
BUY
|
- |
40.1K+ 0.99% |
$2.9M - $3.12M
|
4.08M
$295M
|
|
|
Feb 01, 2022
Q4 2021
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
39.3K+ 6.81% |
$2.84M - $3.05M
|
615K
$44.5M
|
|
|
Feb 04, 2022
Q4 2021
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
39K+ 24.09% |
$2.82M - $3.03M
|
201K
$14.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
38.6KNew |
$2.79M - $3M
|
38.6K
$2.79M
|
|
|
Jan 18, 2022
Q4 2021
|
Cx Institutional
|
BUY
|
- |
38.4K+ 19.89% |
$2.78M - $2.99M
|
231K
$16.7M
|
|
|
Jan 19, 2023
Q4 2021
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
38.1KNew |
$2.76M - $2.96M
|
38.1K
$2.76M
|
|
|
Feb 14, 2022
Q4 2021
|
Aspiriant, LLC
|
BUY
|
- |
37.8K+ 53.32% |
$2.73M - $2.94M
|
109K
$7.86M
|
|
|
Mar 11, 2022
Q4 2021
|
First Citizens Bank & Trust CO
|
BUY
|
- |
37.5K+ 4.36% |
$2.72M - $2.92M
|
899K
$65M
|
|
|
Feb 14, 2022
Q4 2021
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
37.1K+ 2.19% |
$2.68M - $2.88M
|
1.73M
$125M
|
|
|
Jan 26, 2022
Q4 2021
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
36.9K+ 21.8% |
$2.67M - $2.87M
|
206K
$14.9M
|
|
|
Feb 15, 2022
Q4 2021
|
Crestwood Advisors Group LLC
|
BUY
|
- |
36.9K+ 2.95% |
$2.67M - $2.87M
|
1.29M
$93.1M
|
|
|
Feb 01, 2022
Q4 2021
|
True Link Financial Advisors, LLC
|
BUY
|
- |
36.6K+ 9.33% |
$2.65M - $2.84M
|
429K
$31M
|
|
|
Feb 10, 2022
Q4 2021
|
First Business Financial Services, Inc.
|
BUY
|
- |
36.3K+ 2.29% |
$2.63M - $2.82M
|
1.62M
$117M
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
35.8KNew |
$2.59M - $2.79M
|
35.8K
$2.59M
|
|
|
Feb 11, 2022
Q4 2021
|
Townsquare Capital LLC
|
BUY
|
- |
35.8KNew |
$2.59M - $2.78M
|
35.8K
$2.59M
|
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
BUY
|
- |
35.7K+ 4.87% |
$2.58M - $2.78M
|
769K
$55.6M
|
|
|
Feb 14, 2024
Q4 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
35.7K+ 4.87% |
$2.58M - $2.78M
|
769K
$55.6M
|
|
|
Feb 11, 2022
Q4 2021
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
34.8KNew |
$2.52M - $2.71M
|
34.8K
$2.52M
|
|
|
Feb 09, 2022
Q4 2021
|
Investure, LLC
Charlottesville, VA |
BUY
|
- |
34.8K+ 10.15% |
$2.52M - $2.71M
|
378K
$27.3M
|
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
34.7K+ 674.67% |
$2.51M - $2.7M
|
39.8K
$2.88M
|
|
|
Feb 10, 2022
Q4 2021
|
Portland Global Advisors LLC
|
BUY
|
- |
34.7K+ 24.88% |
$2.51M - $2.7M
|
174K
$12.6M
|
|
|
Feb 22, 2022
Q4 2021
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
34.1K+ 104.36% |
$2.47M - $2.65M
|
66.7K
$4.82M
|
|
|
Feb 14, 2022
Q4 2021
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
33.7K+ 3.87% |
$2.44M - $2.62M
|
904K
$65.3M
|
|
|
Jan 19, 2022
Q4 2021
|
Alaska Permanent Capital Management
|
BUY
|
- |
33.5K+ 1.67% |
$2.43M - $2.61M
|
2.03M
$147M
|
|
|
Feb 10, 2022
Q4 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
33.4K+ 100.47% |
$2.42M - $2.6M
|
66.7K
$4.82M
|
|
|
May 05, 2022
Q4 2021
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
33.3KNew |
$2.41M - $2.59M
|
33.3K
$2.41M
|
|
|
Jan 10, 2022
Q4 2021
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
33.3KNew |
$2.41M - $2.59M
|
33.3K
$2.41M
|
|
|
Feb 01, 2022
Q4 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
33.1K+ 13.08% |
$2.39M - $2.57M
|
286K
$20.7M
|
|
|
Jan 25, 2022
Q4 2021
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
32.7K+ 16.55% |
$2.37M - $2.55M
|
231K
$16.7M
|
|
|
Feb 09, 2022
Q4 2021
|
55 I, LLC
Boston, MA |
BUY
|
- |
32.7K+ 10.33% |
$2.36M - $2.54M
|
349K
$25.2M
|
|
|
May 16, 2022
Q4 2021
|
Syntal Capital Partners, LLC
Midland, TX |
BUY
|
- |
32.7K+ 14.72% |
$2.36M - $2.54M
|
255K
$18.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
32.4K+ 40.78% |
$2.34M - $2.52M
|
112K
$8.09M
|
|
|
Feb 14, 2022
Q4 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
32.4K+ 3.4% |
$2.34M - $2.52M
|
983K
$71.1M
|
|
|
Feb 04, 2022
Q4 2021
|
Modera Wealth Management, LLC
|
BUY
|
- |
31.3K+ 5.8% |
$2.27M - $2.44M
|
572K
$41.3M
|
|
|
Jan 20, 2022
Q4 2021
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
31K+ 4.69% |
$2.24M - $2.41M
|
693K
$50.1M
|
|
|
Feb 11, 2022
Q4 2021
|
Investment Advisory Group, LLC
|
BUY
|
- |
30.9KNew |
$2.23M - $2.4M
|
30.9K
$2.23M
|
|
|
Feb 14, 2022
Q4 2021
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
30.8K+ 85.32% |
$2.23M - $2.4M
|
66.9K
$4.84M
|
|
|
Feb 02, 2022
Q4 2021
|
Tanglewood Wealth Management, Inc.
|
BUY
|
- |
30.7KNew |
$2.22M - $2.39M
|
30.7K
$2.22M
|
|
|
Jan 26, 2022
Q4 2021
|
Shelton Wealth Management, LLC
|
BUY
|
- |
30.7KNew |
$2.22M - $2.38M
|
30.7K
$2.22M
|
|
|
Feb 14, 2022
Q4 2021
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
30.3KNew |
$2.19M - $2.36M
|
30.3K
$2.19M
|
|
|
May 04, 2022
Q4 2021
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
29.9KNew |
$2.16M - $2.33M
|
29.9K
$2.16M
|
|
|
Feb 15, 2022
Q4 2021
|
Aspireon Wealth Advisors
|
BUY
|
- |
29.7K+ 54.02% |
$2.15M - $2.31M
|
84.7K
$6.12M
|
|
|
Jan 18, 2022
Q4 2021
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
29.3K+ 7.33% |
$2.12M - $2.28M
|
429K
$31M
|
|
|
Feb 15, 2022
Q4 2021
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
29.2K+ 546.18% |
$2.11M - $2.27M
|
34.5K
$2.5M
|
|
|
Feb 14, 2022
Q4 2021
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
29.2K+ 39.94% |
$2.11M - $2.27M
|
102K
$7.39M
|
|
|
Jan 19, 2022
Q4 2021
|
Apcm Wealth Management For Individuals
|
BUY
|
- |
28.9K+ 5.81% |
$2.09M - $2.24M
|
525K
$38M
|
|
|
Feb 09, 2022
Q4 2021
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
28.6KNew |
$2.07M - $2.22M
|
28.6K
$2.07M
|
|
|
Feb 14, 2022
Q4 2021
|
Better Money Decisions, LLC
|
BUY
|
- |
28.4K+ 14.8% |
$2.05M - $2.21M
|
220K
$15.9M
|
|
|
Jan 20, 2022
Q4 2021
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
28.2K+ 12.66% |
$2.04M - $2.19M
|
251K
$18.1M
|
|
|
Apr 20, 2022
Q4 2021
|
Objective Capital Management, LLC
|
BUY
|
- |
28.2KNew |
$2.04M - $2.19M
|
28.2K
$2.04M
|