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 14, 2022
Q4 2021
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
10.2K+ 24.01% |
$737K - $792K
|
52.6K
$3.8M
|
|
|
Jan 20, 2022
Q4 2021
|
First United Bank & Trust
|
BUY
|
- |
10.1K+ 23.27% |
$734K - $788K
|
53.7K
$3.88M
|
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
10.1KNew |
$732K - $787K
|
10.1K
$732K
|
|
|
Feb 15, 2022
Q4 2021
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
10.1K+ 0.84% |
$731K - $786K
|
1.22M
$88.1M
|
|
|
Feb 28, 2022
Q4 2021
|
Quent Capital, LLC
|
BUY
|
- |
10.1KNew |
$729K - $784K
|
10.1K
$729K
|
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
10.1K+ 3.2% |
$728K - $782K
|
325K
$23.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Merit Financial Group, LLC
|
BUY
|
- |
9.91K+ 22.65% |
$717K - $770K
|
53.6K
$3.88M
|
|
|
Jan 20, 2022
Q4 2021
|
Archford Capital Strategies, LLC
|
BUY
|
- |
9.82K+ 9.05% |
$711K - $764K
|
118K
$8.56M
|
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO
|
BUY
|
- |
9.79K+ 2.77% |
$708K - $761K
|
363K
$26.3M
|
|
|
Jan 19, 2024
Q4 2021
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
9.73KNew |
$704K - $757K
|
9.73K
$704K
|
|
|
Jan 31, 2022
Q4 2021
|
Ieq Capital, LLC
|
BUY
|
- |
9.64K+ 8.83% |
$698K - $750K
|
119K
$8.6M
|
|
|
Feb 03, 2022
Q4 2021
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
9.63K+ 1.32% |
$697K - $749K
|
739K
$53.5M
|
|
|
Jan 20, 2022
Q4 2021
|
Round Rock Advisors, LLC
|
BUY
|
- |
9.62KNew |
$696K - $748K
|
9.62K
$696K
|
|
|
Feb 08, 2022
Q4 2021
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
9.54K+ 14.43% |
$690K - $742K
|
75.7K
$5.47M
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
9.48K+ 2.25% |
$686K - $737K
|
430K
$31.1M
|
|
|
May 09, 2022
Q4 2021
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
9.45KNew |
$684K - $735K
|
9.45K
$684K
|
|
|
Feb 15, 2022
Q4 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
9.41K+ 8.04% |
$681K - $731K
|
126K
$9.14M
|
|
|
Feb 14, 2022
Q4 2021
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
9.37K+ 8.0% |
$678K - $728K
|
126K
$9.15M
|
|
|
Feb 02, 2022
Q4 2021
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
9.33K+ 4.66% |
$675K - $726K
|
209K
$15.1M
|
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
9.32KNew |
$675K - $725K
|
9.32K
$674K
|
|
|
Jan 07, 2022
Q4 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
9.16K+ 6.25% |
$663K - $713K
|
156K
$11.3M
|
|
|
Feb 07, 2022
Q4 2021
|
Roble, Belko & Company, Inc
Sewickley, PA |
BUY
|
- |
9.09K+ 12.45% |
$658K - $707K
|
82.2K
$5.94M
|
|
|
Apr 12, 2022
Q4 2021
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
9.03KNew |
$653K - $702K
|
9.03K
$653K
|
|
|
Feb 11, 2022
Q4 2021
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
9K+ 0.25% |
$651K - $700K
|
3.66M
$264M
|
|
|
Feb 08, 2022
Q4 2021
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
8.99K+ 12.14% |
$651K - $699K
|
83K
$6M
|
|
|
Jan 19, 2022
Q4 2021
|
Welch & Forbes LLC
|
BUY
|
- |
8.82KNew |
$638K - $686K
|
8.82K
$638K
|
|
|
Feb 16, 2022
Q4 2021
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
8.82K+ 41.73% |
$638K - $686K
|
29.9K
$2.17M
|
|
|
Feb 14, 2022
Q4 2021
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
BUY
|
- |
8.73K+ 51.96% |
$632K - $679K
|
25.5K
$1.85M
|
|
|
Jan 21, 2022
Q4 2021
|
Concord Wealth Partners
|
BUY
|
- |
8.68K+ 683.77% |
$628K - $675K
|
9.95K
$719K
|
|
|
Feb 08, 2022
Q4 2021
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
8.66K+ 146.79% |
$626K - $673K
|
14.6K
$1.05M
|
|
|
Feb 01, 2022
Q4 2021
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
8.58K+ 10.41% |
$621K - $667K
|
91K
$6.58M
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
8.56K+ 18.15% |
$619K - $665K
|
55.7K
$4.03M
|
|
|
Aug 15, 2022
Q4 2021
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
8.53KNew |
$617K - $663K
|
8.53K
$617K
|
|
|
Jan 24, 2022
Q4 2021
|
Omega Financial Group, LLC
|
BUY
|
- |
8.41K+ 13.55% |
$609K - $654K
|
70.5K
$5.1M
|
|
|
Feb 10, 2022
Q4 2021
|
Smith, Salley & Associates
|
BUY
|
- |
8.41K+ 7.76% |
$608K - $654K
|
117K
$8.44M
|
|
|
Feb 14, 2022
Q4 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
8.33KNew |
$603K - $648K
|
8.33K
$602K
|
|
|
Jan 21, 2022
Q4 2021
|
Blb&B Advisors, LLC
|
BUY
|
- |
8.29K+ 3.6% |
$600K - $645K
|
239K
$17.3M
|
|
|
Feb 01, 2022
Q4 2021
|
Waddell & Associates, LLC
|
BUY
|
- |
8.27K+ 1.84% |
$598K - $643K
|
458K
$33.1M
|
|
|
Feb 02, 2022
Q4 2021
|
Iowa State Bank
|
BUY
|
- |
8.16KNew |
$590K - $634K
|
8.16K
$590K
|
|
|
Feb 07, 2022
Q4 2021
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
8.16K+ 88.44% |
$590K - $634K
|
17.4K
$1.26M
|
|
|
Feb 14, 2022
Q4 2021
|
Axa S.A.
Paris, I0 |
BUY
|
- |
8.13K+ 11.17% |
$589K - $632K
|
81K
$5.86M
|
|
|
Feb 16, 2022
Q4 2021
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
8.13KNew |
$588K - $632K
|
8.13K
$588K
|
|
|
Feb 14, 2022
Q4 2021
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
8.11K+ 7.21% |
$587K - $631K
|
121K
$8.72M
|
|
|
Feb 09, 2022
Q4 2021
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
BUY
|
- |
8.05K+ 4.04% |
$582K - $626K
|
207K
$15M
|
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
8.05K+ 58.14% |
$582K - $626K
|
21.9K
$1.58M
|
|
|
Feb 14, 2022
Q4 2021
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
8.04K+ 4.27% |
$582K - $625K
|
196K
$14.2M
|
|
|
Mar 18, 2022
Q4 2021
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
8.02KNew |
$581K - $624K
|
8.02K
$580K
|
|
|
Feb 14, 2022
Q4 2021
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
7.98K+ 1.33% |
$578K - $621K
|
609K
$44.1M
|
|
|
Feb 07, 2022
Q4 2021
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
7.93KNew |
$574K - $617K
|
7.93K
$574K
|
|
|
Feb 14, 2022
Q4 2021
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
7.91KNew |
$573K - $615K
|
7.91K
$572K
|