Purchases and Sales Made in Q1 2022 in Ishares Tr (IEFA)
This table provides information about the institutional ownership of Ishares Tr (IEFA) during Q1 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 20, 2022
Q1 2022
|
West Coast Financial LLC
|
BUY
|
- |
342+ 8.69% |
$21.6K - $25.8K
|
4.28K
$310K
|
|
|
Apr 25, 2022
Q1 2022
|
Tufton Capital Management
|
BUY
|
- |
340+ 2.49% |
$21.5K - $25.7K
|
14K
$1.02M
|
|
|
May 12, 2022
Q1 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
334+ 344.33% |
$21.1K - $25.2K
|
431
$31.3K
|
|
|
Apr 29, 2022
Q1 2022
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
324+ 3.99% |
$20.5K - $24.5K
|
8.44K
$612K
|
|
|
Apr 28, 2022
Q1 2022
|
Sovereign Investment Advisors, LLC
|
BUY
|
- |
321+ 0.15% |
$20.3K - $24.2K
|
218K
$15.8M
|
|
|
Apr 28, 2022
Q1 2022
|
Laurel Wealth Planning LLC
Edina, MN |
BUY
|
- |
309+ 65.74% |
$19.5K - $23.3K
|
779
$56.5K
|
|
|
Apr 29, 2022
Q1 2022
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
303+ 1.93% |
$19.2K - $22.9K
|
16K
$1.16M
|
|
|
May 11, 2022
Q1 2022
|
Argent Capital Management LLC
|
BUY
|
- |
287+ 9.66% |
$18.2K - $21.7K
|
3.26K
$236K
|
|
|
May 10, 2022
Q1 2022
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
286New |
$18.1K - $21.6K
|
286
$20.7K
|
|
|
Apr 19, 2024
Q1 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
283+ 0.61% |
$17.9K - $21.4K
|
46.5K
$3.37M
|
|
|
May 11, 2023
Q1 2022
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
282New |
$17.8K - $21.3K
|
282
$20.5K
|
|
|
Apr 14, 2022
Q1 2022
|
Chesley Taft & Associates LLC
|
BUY
|
- |
281+ 1.69% |
$17.8K - $21.2K
|
16.9K
$1.22M
|
|
|
May 10, 2022
Q1 2022
|
New Square Capital LLC
|
BUY
|
- |
277New |
$17.5K - $20.9K
|
277
$20.1K
|
|
|
May 03, 2022
Q1 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
270+ 8.02% |
$17.1K - $20.4K
|
3.64K
$264K
|
|
|
Apr 29, 2022
Q1 2022
|
Financial Strategies Group, Inc.
|
BUY
|
- |
270+ 9.14% |
$17.1K - $20.4K
|
3.22K
$234K
|
|
|
May 10, 2022
Q1 2022
|
Truefg, LLC
Cedar Park, TX |
BUY
|
- |
265+ 2.99% |
$16.8K - $20K
|
9.14K
$663K
|
|
|
Apr 13, 2022
Q1 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
263+ 1.04% |
$16.6K - $19.9K
|
25.5K
$1.85M
|
|
|
May 10, 2022
Q1 2022
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
261+ 5.54% |
$16.5K - $19.7K
|
4.98K
$361K
|
|
|
Apr 26, 2022
Q1 2022
|
Costello Asset Management, Inc
|
BUY
|
- |
258New |
$16.3K - $19.5K
|
258
$18.7K
|
|
|
May 13, 2022
Q1 2022
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
256+ 2.08% |
$16.2K - $19.3K
|
12.6K
$911K
|
|
|
Apr 12, 2022
Q1 2022
|
Dividend Assets Capital, LLC
|
BUY
|
- |
255New |
$16.1K - $19.2K
|
255
$18.5K
|
|
|
May 05, 2022
Q1 2022
|
Simon Quick Advisors, LLC
|
BUY
|
- |
251+ 8.43% |
$15.9K - $18.9K
|
3.23K
$234K
|
|
|
Aug 11, 2022
Q1 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
250+ 0.44% |
$15.8K - $18.9K
|
56.8K
$4.12M
|
|
|
May 13, 2022
Q1 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
247+ 2.97% |
$15.6K - $18.6K
|
8.58K
$622K
|
|
|
Apr 13, 2022
Q1 2022
|
Annex Advisory Services, LLC
|
BUY
|
- |
233+ 2.85% |
$14.7K - $17.6K
|
8.41K
$610K
|
|
|
May 12, 2022
Q1 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
217+ 117.3% |
$13.7K - $16.4K
|
402
$29.2K
|
|
|
May 05, 2022
Q1 2022
|
Davis R M Inc
Portland, ME |
BUY
|
- |
216+ 4.97% |
$13.7K - $16.3K
|
4.56K
$331K
|
|
|
Apr 21, 2022
Q1 2022
|
Palisade Asset Management, LLC
|
BUY
|
- |
212+ 1.08% |
$13.4K - $16K
|
19.8K
$1.44M
|
|
|
Apr 21, 2022
Q1 2022
|
Empirical Finance, LLC
|
BUY
|
- |
211+ 3.25% |
$13.3K - $15.9K
|
6.7K
$486K
|
|
|
Apr 20, 2022
Q1 2022
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
201+ 4.41% |
$12.7K - $15.2K
|
4.75K
$345K
|
|
|
Apr 22, 2022
Q1 2022
|
Sym Financial Corp
|
BUY
|
- |
201+ 12.86% |
$12.7K - $15.2K
|
1.76K
$128K
|
|
|
Apr 28, 2022
Q1 2022
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
189+ 0.4% |
$12K - $14.3K
|
46.9K
$3.4M
|
|
|
Apr 21, 2022
Q1 2022
|
Ballast Advisors LLC
|
BUY
|
- |
183+ 5.07% |
$11.6K - $13.8K
|
3.8K
$275K
|
|
|
May 16, 2022
Q1 2022
|
S&T Bank
Indiana, PA |
BUY
|
- |
178+ 5.55% |
$11.3K - $13.4K
|
3.39K
$246K
|
|
|
May 16, 2022
Q1 2022
|
Cypress Capital Group
|
BUY
|
- |
176+ 2.0% |
$11.1K - $13.3K
|
8.97K
$651K
|
|
|
May 12, 2022
Q1 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
175+ 0.5% |
$11.1K - $13.2K
|
35.5K
$2.58M
|
|
|
Apr 29, 2022
Q1 2022
|
Accel Wealth Management
|
BUY
|
- |
173+ 25.0% |
$10.9K - $13.1K
|
865
$62.7K
|
|
|
May 04, 2022
Q1 2022
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
169+ 0.08% |
$10.7K - $12.8K
|
205K
$14.9M
|
|
|
May 06, 2022
Q1 2022
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
169+ 0.09% |
$10.7K - $12.8K
|
189K
$13.7M
|
|
|
Apr 12, 2022
Q1 2022
|
Dbk Financial Counsel, LLC
|
BUY
|
- |
150+ 0.73% |
$9.49K - $11.3K
|
20.6K
$1.49M
|
|
|
Apr 25, 2022
Q1 2022
|
Prism Advisors, Inc.
|
BUY
|
- |
149+ 0.24% |
$9.43K - $11.2K
|
63.1K
$4.58M
|
|
|
May 16, 2022
Q1 2022
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
BUY
|
- |
148New |
$9.36K - $11.2K
|
148
$10.7K
|
|
|
May 12, 2022
Q1 2022
|
Archer Investment Corp
|
BUY
|
- |
148+ 6.55% |
$9.36K - $11.2K
|
2.41K
$175K
|
|
|
Apr 22, 2022
Q1 2022
|
Bank Of The West
|
BUY
|
- |
147+ 3.68% |
$9.3K - $11.1K
|
4.15K
$301K
|
|
|
Apr 18, 2022
Q1 2022
|
Piscataqua Savings Bank
|
BUY
|
- |
143+ 27.55% |
$9.05K - $10.8K
|
662
$48K
|
|
|
May 06, 2022
Q1 2022
|
Empirical Asset Management, LLC
|
BUY
|
- |
136+ 1.94% |
$8.6K - $10.3K
|
7.16K
$519K
|
|
|
Apr 29, 2022
Q1 2022
|
Jnba Financial Advisors
|
BUY
|
- |
134+ 3.12% |
$8.48K - $10.1K
|
4.43K
$321K
|
|
|
May 02, 2022
Q1 2022
|
Simplex Trading, LLC
|
BUY
|
- |
131+ 50.19% |
$8.29K - $9.89K
|
392
$28.4K
|
|
|
May 11, 2022
Q1 2022
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
126+ 1.45% |
$7.97K - $9.51K
|
8.81K
$639K
|
|
|
Apr 15, 2022
Q1 2022
|
City Holding CO
|
BUY
|
- |
122+ 1.57% |
$7.72K - $9.21K
|
7.9K
$573K
|