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 09, 2022
Q4 2021
|
Great Lakes Advisors, LLC
Chicago, IL |
BUY
|
- |
28K+ 4.78% |
$2.03M - $2.18M
|
614K
$44.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
27.9K+ 10.83% |
$2.02M - $2.17M
|
285K
$20.6M
|
|
|
Feb 02, 2022
Q4 2021
|
Colony Family Offices, LLC
|
BUY
|
- |
27.8K+ 6.27% |
$2.02M - $2.17M
|
472K
$34.1M
|
|
|
Jan 20, 2022
Q4 2021
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
27.5KNew |
$1.99M - $2.14M
|
27.5K
$1.99M
|
|
|
Feb 24, 2022
Q4 2021
|
Rise Advisors, LLC
|
BUY
|
- |
26.8KNew |
$1.94M - $2.08M
|
26.8K
$1.94M
|
|
|
Jul 22, 2022
Q4 2021
|
Ltg Capital LLC
|
BUY
|
- |
26.8KNew |
$1.94M - $2.08M
|
26.8K
$1.93M
|
|
|
Feb 14, 2022
Q4 2021
|
Natixis
Paris, I0 |
BUY
|
- |
26.7K+ 16.15% |
$1.93M - $2.07M
|
192K
$13.9M
|
|
|
Feb 11, 2022
Q4 2021
|
Saxon Interests, Inc.
|
BUY
|
- |
26.6KNew |
$1.93M - $2.07M
|
26.6K
$1.92M
|
|
|
Feb 08, 2022
Q4 2021
|
Mycio Wealth Partners, LLC
|
BUY
|
- |
26.5K+ 13.07% |
$1.92M - $2.06M
|
229K
$16.6M
|
|
|
Feb 09, 2022
Q4 2021
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
26.5K+ 1.71% |
$1.91M - $2.06M
|
1.57M
$114M
|
|
|
Jan 06, 2022
Q4 2021
|
Tarbox Family Office, Inc.
|
BUY
|
- |
26.3K+ 4.6% |
$1.9M - $2.04M
|
598K
$43.2M
|
|
|
Jan 21, 2022
Q4 2021
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
26KNew |
$1.88M - $2.02M
|
26K
$1.88M
|
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
25.5K+ 8.79% |
$1.85M - $1.98M
|
316K
$22.8M
|
|
|
Feb 25, 2022
Q4 2021
|
First Farmers & Merchants Bank
|
BUY
|
- |
25KNew |
$1.81M - $1.95M
|
25K
$1.81M
|
|
|
Jan 31, 2022
Q4 2021
|
Smith Anglin Financial, LLC
|
BUY
|
- |
25K+ 9.69% |
$1.81M - $1.94M
|
283K
$20.5M
|
|
|
Feb 15, 2022
Q4 2021
|
Kopp Family Office, LLC
Bloomington, MN |
BUY
|
- |
25K+ 7.38% |
$1.81M - $1.94M
|
364K
$26.3M
|
|
|
Aug 16, 2024
Q4 2021
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
25K+ 29.13% |
$1.81M - $1.94M
|
111K
$8M
|
|
|
Feb 11, 2022
Q4 2021
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
24.9KNew |
$1.8M - $1.94M
|
24.9K
$1.8M
|
|
|
Feb 02, 2022
Q4 2021
|
Roosevelt Investment Group LLC
|
BUY
|
- |
24.8K+ 1.62% |
$1.8M - $1.93M
|
1.56M
$113M
|
|
|
Jan 27, 2022
Q4 2021
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
24.7K+ 47.83% |
$1.78M - $1.92M
|
76.2K
$5.51M
|
|
|
Jan 25, 2022
Q4 2021
|
Sterling Investment Advisors LLC
|
BUY
|
- |
24.4K+ 5.6% |
$1.77M - $1.9M
|
461K
$33.4M
|
|
|
Mar 08, 2022
Q4 2021
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
24.3K+ 7.59% |
$1.76M - $1.89M
|
345K
$24.9M
|
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
24.3KNew |
$1.76M - $1.89M
|
24.3K
$1.76M
|
|
|
Feb 07, 2022
Q4 2021
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
24.1KNew |
$1.75M - $1.88M
|
24.1K
$1.74M
|
|
|
May 06, 2022
Q4 2021
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
23.6KNew |
$1.71M - $1.83M
|
23.6K
$1.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
23.2K+ 4.77% |
$1.68M - $1.8M
|
509K
$36.8M
|
|
|
Feb 09, 2022
Q4 2021
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
23.1K+ 2.7% |
$1.67M - $1.8M
|
881K
$63.7M
|
|
|
Feb 09, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
22.5K+ 5.79% |
$1.62M - $1.75M
|
410K
$29.7M
|
|
|
Dec 01, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
22.5K+ 5.79% |
$1.62M - $1.75M
|
410K
$29.7M
|
|
|
Feb 04, 2022
Q4 2021
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
22.3K+ 199.54% |
$1.62M - $1.74M
|
33.5K
$2.42M
|
|
|
Jan 31, 2022
Q4 2021
|
Sage Advisory Services, Ltd.Co.
|
BUY
|
- |
22.3K+ 4.09% |
$1.61M - $1.73M
|
567K
$41M
|
|
|
Jan 31, 2022
Q4 2021
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
22.2K+ 6.64% |
$1.6M - $1.72M
|
356K
$25.7M
|
|
|
Jan 19, 2022
Q4 2021
|
Schwab Charitable Fund
|
BUY
|
- |
21.8K+ 22.67% |
$1.58M - $1.7M
|
118K
$8.54M
|
|
|
Jan 26, 2022
Q4 2021
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
21.6K+ 294.63% |
$1.57M - $1.68M
|
29K
$2.1M
|
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
21.1K+ 2.19% |
$1.53M - $1.64M
|
987K
$71.4M
|
|
|
Feb 07, 2022
Q4 2021
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
21K+ 11.39% |
$1.52M - $1.63M
|
205K
$14.9M
|
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
20.8K+ 28.08% |
$1.5M - $1.61M
|
94.7K
$6.85M
|
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
20.5K+ 52.73% |
$1.48M - $1.59M
|
59.3K
$4.29M
|
|
|
Jan 20, 2022
Q4 2021
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
20.4KNew |
$1.48M - $1.59M
|
20.4K
$1.48M
|
|
|
Feb 14, 2022
Q4 2021
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
20.3K+ 6.47% |
$1.47M - $1.58M
|
333K
$24.1M
|
|
|
Feb 10, 2022
Q4 2021
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
20.2KNew |
$1.46M - $1.57M
|
20.2K
$1.46M
|
|
|
Feb 11, 2022
Q4 2021
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
20K+ 85.11% |
$1.45M - $1.56M
|
43.5K
$3.15M
|
|
|
Jan 26, 2022
Q4 2021
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
19.9K+ 7.01% |
$1.44M - $1.55M
|
304K
$22M
|
|
|
Feb 14, 2022
Q4 2021
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
19.8K+ 652.15% |
$1.44M - $1.54M
|
22.9K
$1.65M
|
|
|
Jan 24, 2022
Q4 2021
|
Orgel Wealth Management, LLC
|
BUY
|
- |
19.6K+ 11.65% |
$1.42M - $1.53M
|
188K
$13.6M
|
|
|
Jan 28, 2022
Q4 2021
|
Lvz, Inc.
|
BUY
|
- |
19.5K+ 2.85% |
$1.41M - $1.52M
|
703K
$50.8M
|
|
|
Feb 01, 2022
Q4 2021
|
Marcum Wealth, LLC
|
BUY
|
- |
19.4K+ 4.22% |
$1.41M - $1.51M
|
480K
$34.7M
|
|
|
Feb 14, 2022
Q4 2021
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
19.4K+ 15.65% |
$1.4M - $1.51M
|
143K
$10.3M
|
|
|
Feb 15, 2022
Q4 2021
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
19.1KNew |
$1.38M - $1.48M
|
19.1K
$1.38M
|
|
|
Feb 14, 2022
Q4 2021
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
19K+ 10.17% |
$1.37M - $1.47M
|
205K
$14.8M
|