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 16, 2022
Q1 2022
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-830- 8.93% |
$52.5K - $62.6K
|
8.47K
$614K
|
|
|
Mar 23, 2023
Q1 2022
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-851- 6.79% |
$53.8K - $64.2K
|
11.7K
$848K
|
|
|
May 16, 2022
Q1 2022
|
Surevest, LLC
Los Angeles, CA |
SELL
|
- |
-853- 45.66% |
$54K - $64.4K
|
1.02K
$73.6K
|
|
|
May 09, 2022
Q1 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-861- 13.75% |
$54.5K - $65K
|
5.4K
$392K
|
|
|
Apr 22, 2022
Q1 2022
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-865- 2.25% |
$54.7K - $65.3K
|
37.6K
$2.72M
|
|
|
May 03, 2022
Q1 2022
|
4 Thought Financial Group Inc.
|
SELL
|
- |
-875- 6.41% |
$55.4K - $66K
|
12.8K
$926K
|
|
|
May 06, 2022
Q1 2022
|
Independent Advisor Alliance
|
SELL
|
- |
-875- 2.58% |
$55.4K - $66K
|
33K
$2.39M
|
|
|
Apr 29, 2022
Q1 2022
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-883- 93.14% |
$55.9K - $66.6K
|
65
$4.72K
|
|
|
Apr 22, 2022
Q1 2022
|
Pacific Financial Group Inc
|
SELL
|
- |
-890- 23.32% |
$56.3K - $67.2K
|
2.93K
$212K
|
|
|
May 12, 2022
Q1 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-897- 9.83% |
$56.7K - $67.7K
|
8.23K
$597K
|
|
|
May 13, 2022
Q1 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-900- 20.7% |
$56.9K - $67.9K
|
3.45K
$250K
|
|
|
Apr 28, 2022
Q1 2022
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-922- 5.41% |
$58.3K - $69.6K
|
16.1K
$1.17M
|
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-929Closed |
$58.8K - $70.1K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-930- 37.74% |
$58.8K - $70.2K
|
1.53K
$111K
|
|
|
Apr 25, 2022
Q1 2022
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-935- 1.98% |
$59.1K - $70.6K
|
46.3K
$3.36M
|
|
|
Apr 28, 2022
Q1 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-961- 18.68% |
$60.8K - $72.5K
|
4.18K
$303K
|
|
|
Apr 25, 2022
Q1 2022
|
Tsfg, LLC
|
SELL
|
- |
-972- 35.33% |
$61.5K - $73.4K
|
1.78K
$129K
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-974Closed |
$61.6K - $73.5K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-994- 12.41% |
$62.9K - $75K
|
7.02K
$509K
|
|
|
Apr 27, 2022
Q1 2022
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-996- 2.65% |
$63K - $75.2K
|
36.6K
$2.65M
|
|
|
Apr 13, 2022
Q1 2022
|
Wealth Management Partners, LLC
|
SELL
|
- |
-1K- 6.67% |
$63.3K - $75.5K
|
14K
$1.02M
|
|
|
Apr 21, 2022
Q1 2022
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-1.01K- 18.4% |
$63.8K - $76.2K
|
4.47K
$325K
|
|
|
May 16, 2022
Q1 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.01K- 7.7% |
$64.1K - $76.5K
|
12.1K
$881K
|
|
|
Apr 15, 2022
Q1 2022
|
Resolute Financial, LLC
|
SELL
|
- |
-1.03K- 6.9% |
$65K - $77.5K
|
13.9K
$1.01M
|
|
|
May 24, 2022
Q1 2022
|
Carlson Capital Management
|
SELL
|
- |
-1.03K- 6.3% |
$65.1K - $77.7K
|
15.3K
$1.11M
|
|
|
Apr 15, 2022
Q1 2022
|
Regis Management CO LLC
|
SELL
|
- |
-1.04K- 0.15% |
$65.7K - $78.3K
|
712K
$51.7M
|
|
|
Apr 18, 2022
Q1 2022
|
Central Bank & Trust CO
|
SELL
|
- |
-1.05K- 24.25% |
$66.3K - $79.1K
|
3.27K
$237K
|
|
|
Apr 06, 2022
Q1 2022
|
Spence Asset Management
|
SELL
|
- |
-1.06KClosed |
$67.1K - $80.1K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-1.08K- 10.52% |
$68.3K - $81.4K
|
9.18K
$666K
|
|
|
May 11, 2022
Q1 2022
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-1.08K- 1.43% |
$68.3K - $81.5K
|
74.6K
$5.41M
|
|
|
May 13, 2022
Q1 2022
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-1.09K- 3.44% |
$69K - $82.3K
|
30.6K
$2.22M
|
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-1.12KClosed |
$70.7K - $84.4K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-1.13KClosed |
$71.5K - $85.3K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Briggs Advisory Group, Inc.
|
SELL
|
- |
-1.14K- 1.92% |
$72.3K - $86.3K
|
58.2K
$4.23M
|
|
|
May 10, 2022
Q1 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-1.17KClosed |
$74.1K - $88.5K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Leuthold Group, LLC
|
SELL
|
- |
-1.19K- 20.19% |
$75.5K - $90K
|
4.72K
$342K
|
|
|
Apr 12, 2022
Q1 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-1.2K- 12.95% |
$75.8K - $90.5K
|
8.06K
$584K
|
|
|
May 09, 2022
Q1 2022
|
Black Diamond Financial, LLC
|
SELL
|
- |
-1.21K- 7.83% |
$76.5K - $91.3K
|
14.2K
$1.03M
|
|
|
May 16, 2022
Q1 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-1.23K- 0.81% |
$77.6K - $92.6K
|
151K
$10.9M
|
|
|
Apr 08, 2022
Q1 2022
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-1.28K- 66.17% |
$80.7K - $96.2K
|
652
$47.3K
|
|
|
May 16, 2022
Q1 2022
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-1.32K- 5.52% |
$83.3K - $99.4K
|
22.6K
$1.64M
|
|
|
May 16, 2022
Q1 2022
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-1.32KClosed |
$83.5K - $99.6K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-1.33K- 2.85% |
$84.1K - $100K
|
45.3K
$3.28M
|
|
|
Dec 26, 2024
Q1 2022
|
Cypress Capital, LLC
|
SELL
|
- |
-1.34K- 36.05% |
$85K - $101K
|
2.38K
$173K
|
|
|
May 12, 2022
Q1 2022
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-1.36K- 30.78% |
$86K - $103K
|
3.06K
$222K
|
|
|
May 09, 2022
Q1 2022
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-1.38K- 15.71% |
$87.3K - $104K
|
7.41K
$537K
|
|
|
May 13, 2022
Q1 2022
|
Brighton Jones LLC
|
SELL
|
- |
-1.4K- 8.67% |
$88.3K - $105K
|
14.7K
$1.07M
|
|
|
Apr 14, 2022
Q1 2022
|
Twele Capital Management, Inc.
|
SELL
|
- |
-1.42K- 3.83% |
$89.6K - $107K
|
35.6K
$2.58M
|
|
|
Aug 12, 2022
Q1 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.48K- 24.75% |
$93.6K - $112K
|
4.5K
$326K
|
|
|
May 02, 2022
Q1 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-1.5K- 29.81% |
$95K - $113K
|
3.54K
$257K
|