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 |
|---|---|---|---|---|---|---|---|
|
May 03, 2022
Q1 2022
|
Modera Wealth Management, LLC
|
BUY
|
- |
400K+ 70.04% |
$25.3M - $30.2M
|
972K
$70.5M
|
|
|
May 03, 2022
Q1 2022
|
Trustees Of The Smith College
|
BUY
|
- |
396KNew |
$25.1M - $29.9M
|
396K
$28.8M
|
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
384K+ 14.84% |
$24.3M - $29M
|
2.97M
$216M
|
|
|
May 20, 2022
Q1 2022
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
372K+ 130.59% |
$23.5M - $28M
|
656K
$47.6M
|
|
|
May 16, 2022
Q1 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
363K+ 4.12% |
$23M - $27.4M
|
9.17M
$666M
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
363K+ 8.28% |
$23M - $27.4M
|
4.75M
$344M
|
|
|
May 12, 2022
Q1 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
356K+ 28.47% |
$22.5M - $26.8M
|
1.6M
$116M
|
|
|
Nov 16, 2023
Q1 2022
|
Olympus Wealth Management, LLC
Cottonwood Heights, UT |
BUY
|
- |
355K+ 604.33% |
$22.5M - $26.8M
|
414K
$30M
|
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
351KNew |
$22.2M - $26.5M
|
351K
$25.4M
|
|
|
May 12, 2022
Q1 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
341K+ 1.71% |
$21.6M - $25.7M
|
20.3M
$1.47B
|
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
309K+ 4.32% |
$19.5M - $23.3M
|
7.46M
$541M
|
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
291K+ 10.89% |
$18.4M - $22M
|
2.97M
$215M
|
|
|
May 12, 2022
Q1 2022
|
Black Rock Inc.
New York, NY |
BUY
|
- |
290K+ 0.62% |
$18.4M - $21.9M
|
47.4M
$3.44B
|
|
|
May 02, 2022
Q1 2022
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
273K+ 51.77% |
$17.3M - $20.6M
|
802K
$58.1M
|
|
|
Apr 25, 2022
Q1 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
266K+ 7.98% |
$16.8M - $20M
|
3.59M
$261M
|
|
|
May 11, 2022
Q1 2022
|
Truepoint, Inc.
|
BUY
|
- |
257K+ 19.04% |
$16.3M - $19.4M
|
1.61M
$117M
|
|
|
May 12, 2022
Q1 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
252K+ 59.55% |
$16M - $19.1M
|
676K
$49.1M
|
|
|
May 16, 2022
Q1 2022
|
Southern Wealth Management, LLP
Dallas, TX |
BUY
|
- |
243K+ 188.02% |
$15.4M - $18.4M
|
373K
$27.1M
|
|
|
May 10, 2022
Q1 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
238K+ 29.48% |
$15.1M - $18M
|
1.05M
$75.9M
|
|
|
May 05, 2022
Q1 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
238K+ 62.7% |
$15M - $17.9M
|
616K
$44.7M
|
|
|
May 16, 2022
Q1 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
237K+ 15.04% |
$15M - $17.9M
|
1.81M
$131M
|
|
|
May 12, 2022
Q1 2022
|
Citizens Financial Group Inc
|
BUY
|
- |
218K+ 10.93% |
$13.8M - $16.4M
|
2.21M
$160M
|
|
|
May 17, 2022
Q1 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
217K+ 113.1% |
$13.7M - $16.4M
|
408K
$29.6M
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
213K+ 3.25% |
$13.5M - $16.1M
|
6.77M
$491M
|
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
213K+ 16.08% |
$13.5M - $16.1M
|
1.54M
$111M
|
|
|
Apr 28, 2022
Q1 2022
|
Bank Hapoalim Bm
|
BUY
|
- |
208KNew |
$13.2M - $15.7M
|
208K
$15.1M
|
|
|
May 09, 2022
Q1 2022
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
207K+ 2.35% |
$13.1M - $15.6M
|
9.02M
$654M
|
|
|
Apr 25, 2022
Q1 2022
|
Regions Financial Corp
|
BUY
|
- |
207K+ 22.38% |
$13.1M - $15.6M
|
1.13M
$82M
|
|
|
Apr 12, 2022
Q1 2022
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
BUY
|
- |
205KNew |
$13M - $15.5M
|
205K
$14.9M
|
|
|
Jul 14, 2022
Q1 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
202KNew |
$12.8M - $15.3M
|
202K
$14.7M
|
|
|
Apr 19, 2022
Q1 2022
|
Fifth Third Bancorp
|
BUY
|
- |
193K+ 4.74% |
$12.2M - $14.6M
|
4.27M
$310M
|
|
|
May 03, 2022
Q1 2022
|
First National Trust CO
|
BUY
|
- |
191K+ 114.98% |
$12.1M - $14.4M
|
357K
$25.9M
|
|
|
May 12, 2022
Q1 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
189K+ 574.04% |
$11.9M - $14.3M
|
222K
$16.1M
|
|
|
Oct 26, 2022
Q1 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
186K+ 16.61% |
$11.7M - $14M
|
1.3M
$94.6M
|
|
|
Apr 07, 2022
Q1 2022
|
Diversified Trust CO
|
BUY
|
- |
184K+ 19.87% |
$11.7M - $13.9M
|
1.11M
$80.7M
|
|
|
May 11, 2022
Q1 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
180K+ 1.39% |
$11.4M - $13.6M
|
13.1M
$948M
|
|
|
May 05, 2022
Q1 2022
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
177K+ 5.86% |
$11.2M - $13.3M
|
3.19M
$231M
|
|
|
May 12, 2022
Q1 2022
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
173K+ 397.7% |
$10.9M - $13.1M
|
217K
$15.7M
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
167K+ 7.52% |
$10.6M - $12.6M
|
2.39M
$173M
|
|
|
Apr 06, 2022
Q1 2022
|
First Hawaiian Bank
|
BUY
|
- |
163K+ 6.98% |
$10.3M - $12.3M
|
2.5M
$181M
|
|
|
May 02, 2022
Q1 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
161K+ 41.9% |
$10.2M - $12.2M
|
546K
$39.6M
|
|
|
May 11, 2022
Q1 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
155K+ 2.62% |
$9.8M - $11.7M
|
6.06M
$440M
|
|
|
May 09, 2022
Q1 2022
|
Mason Street Advisors, LLC
Milwaukee, WI |
BUY
|
- |
154KNew |
$9.77M - $11.7M
|
154K
$11.2M
|
|
|
May 13, 2022
Q1 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
153K+ 219.91% |
$9.67M - $11.5M
|
222K
$16.1M
|
|
|
Apr 12, 2022
Q1 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
145K+ 12.13% |
$9.16M - $10.9M
|
1.34M
$97.1M
|
|
|
Apr 27, 2022
Q1 2022
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
142K+ 6.02% |
$8.97M - $10.7M
|
2.49M
$181M
|
|
|
Apr 13, 2022
Q1 2022
|
Transparent Wealth Partners LLC
Little Rock, AR |
BUY
|
- |
140KNew |
$8.85M - $10.6M
|
140K
$10.2M
|
|
|
May 16, 2022
Q1 2022
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
130K+ 391.37% |
$8.23M - $9.83M
|
163K
$11.9M
|
|
|
Apr 25, 2022
Q1 2022
|
Rainwater Charitable Foundation
|
BUY
|
- |
128KNew |
$8.11M - $9.68M
|
128K
$9.3M
|
|
|
May 13, 2022
Q1 2022
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
127K+ 69.44% |
$8.05M - $9.6M
|
310K
$22.5M
|