Purchases and Sales Made in Q3 2021 in Ishares Tr (IEFA)
This table provides information about the institutional ownership of Ishares Tr (IEFA) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 12, 2021
Q3 2021
|
Carlson Capital Management
|
SELL
|
- |
-39- 0.25% |
$2.85K - $3.05K
|
15.3K
$1.3M
|
|
|
Dec 09, 2021
Q3 2021
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-43- 1.04% |
$3.14K - $3.36K
|
4.1K
$346K
|
|
|
Nov 12, 2021
Q3 2021
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-45- 1.02% |
$3.28K - $3.52K
|
4.36K
$369K
|
|
|
Oct 27, 2021
Q3 2021
|
Stephens Inc
|
SELL
|
- |
-48- 1.11% |
$3.5K - $3.75K
|
4.28K
$362K
|
|
|
Nov 09, 2021
Q3 2021
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-49- 0.67% |
$3.58K - $3.83K
|
7.3K
$617K
|
|
|
Nov 12, 2021
Q3 2021
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-49- 0.12% |
$3.58K - $3.83K
|
42.4K
$3.59M
|
|
|
Nov 10, 2021
Q3 2021
|
Glassman Wealth Services
|
SELL
|
- |
-51Closed |
$3.72K - $3.99K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-52Closed |
$3.79K - $4.07K
|
0
$0
|
|
|
Oct 07, 2021
Q3 2021
|
Pacifica Partners Inc.
|
SELL
|
- |
-58- 18.59% |
$4.23K - $4.54K
|
254
$21.5K
|
|
|
Nov 12, 2021
Q3 2021
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-60- 1.08% |
$4.38K - $4.69K
|
5.49K
$464K
|
|
|
Oct 13, 2021
Q3 2021
|
Beacon Financial Group
|
SELL
|
- |
-65- 0.28% |
$4.74K - $5.08K
|
23K
$1.94M
|
|
|
Oct 15, 2021
Q3 2021
|
Bogart Wealth, LLC
|
SELL
|
- |
-65- 0.08% |
$4.74K - $5.08K
|
78.3K
$6.62M
|
|
|
Oct 13, 2021
Q3 2021
|
Stolper CO
|
SELL
|
- |
-66- 1.01% |
$4.82K - $5.16K
|
6.46K
$546K
|
|
|
Oct 06, 2021
Q3 2021
|
Evensky & Katz LLC
|
SELL
|
- |
-72- 0.5% |
$5.25K - $5.63K
|
14.4K
$1.22M
|
|
|
Nov 12, 2021
Q3 2021
|
Four Thought Financial, LLC
Venice, FL |
SELL
|
- |
-77- 4.87% |
$5.62K - $6.02K
|
1.51K
$127K
|
|
|
Oct 27, 2021
Q3 2021
|
Baldwin Brothers LLC
|
SELL
|
- |
-81- 19.29% |
$5.91K - $6.33K
|
339
$28.7K
|
|
|
Oct 21, 2021
Q3 2021
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-85- 3.34% |
$6.2K - $6.65K
|
2.46K
$208K
|
|
|
Oct 12, 2021
Q3 2021
|
Sound Income Strategies, LLC
|
SELL
|
- |
-92Closed |
$6.71K - $7.19K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-95- 0.21% |
$6.93K - $7.43K
|
44.8K
$3.79M
|
|
|
Oct 19, 2021
Q3 2021
|
Planning Alternatives LTD
|
SELL
|
- |
-100- 0.91% |
$7.3K - $7.82K
|
10.9K
$925K
|
|
|
Nov 16, 2021
Q3 2021
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-100- 0.92% |
$7.3K - $7.82K
|
10.8K
$910K
|
|
|
Mar 23, 2023
Q3 2021
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-103- 0.81% |
$7.52K - $8.05K
|
12.7K
$1.07M
|
|
|
Nov 08, 2021
Q3 2021
|
Tacita Capital Inc
Toronto, A6 |
SELL
|
- |
-105- 17.65% |
$7.66K - $8.21K
|
490
$41.4K
|
|
|
Nov 09, 2021
Q3 2021
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-108- 0.2% |
$7.88K - $8.45K
|
52.9K
$4.47M
|
|
|
Nov 04, 2021
Q3 2021
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-113- 21.61% |
$8.25K - $8.84K
|
410
$34.7K
|
|
|
Nov 04, 2021
Q3 2021
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-121- 0.55% |
$8.83K - $9.46K
|
21.9K
$1.85M
|
|
|
Oct 07, 2021
Q3 2021
|
Kwmg, LLC
|
SELL
|
- |
-127- 0.43% |
$9.27K - $9.93K
|
29.3K
$2.48M
|
|
|
Nov 05, 2021
Q3 2021
|
Adviser Investments LLC
|
SELL
|
- |
-127- 0.68% |
$9.27K - $9.93K
|
18.5K
$1.57M
|
|
|
Nov 01, 2021
Q3 2021
|
Xml Financial, LLC
|
SELL
|
- |
-129- 4.1% |
$9.41K - $10.1K
|
3.02K
$255K
|
|
|
Oct 27, 2021
Q3 2021
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-130- 3.41% |
$9.49K - $10.2K
|
3.68K
$311K
|
|
|
Nov 02, 2021
Q3 2021
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-131- 0.29% |
$9.56K - $10.2K
|
44.7K
$3.78M
|
|
|
Oct 12, 2021
Q3 2021
|
Apella Capital, LLC
|
SELL
|
- |
-138- 1.51% |
$10.1K - $10.8K
|
9.01K
$762K
|
|
|
Nov 04, 2021
Q3 2021
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-149- 3.08% |
$10.9K - $11.7K
|
4.69K
$397K
|
|
|
Oct 20, 2021
Q3 2021
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-150- 3.34% |
$10.9K - $11.7K
|
4.35K
$368K
|
|
|
Oct 12, 2021
Q3 2021
|
Prairie View Partners, LLC
|
SELL
|
- |
-152- 0.79% |
$11.1K - $11.9K
|
19.1K
$1.61M
|
|
|
Oct 22, 2021
Q3 2021
|
Pds Planning, Inc
|
SELL
|
- |
-154- 0.16% |
$11.2K - $12K
|
95.1K
$8.04M
|
|
|
Nov 12, 2021
Q3 2021
|
Summit Wealth Group, LLC
White River Junction, VT |
SELL
|
- |
-167Closed |
$12.2K - $13.1K
|
0
$0
|
|
|
Oct 08, 2021
Q3 2021
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-172- 1.26% |
$12.6K - $13.5K
|
13.5K
$1.14M
|
|
|
Nov 09, 2021
Q3 2021
|
Ieq Capital, LLC
|
SELL
|
- |
-174- 0.16% |
$12.7K - $13.6K
|
109K
$9.24M
|
|
|
Nov 12, 2021
Q3 2021
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-177- 3.71% |
$12.9K - $13.8K
|
4.6K
$389K
|
|
|
Oct 19, 2021
Q3 2021
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-178- 1.7% |
$13K - $13.9K
|
10.3K
$869K
|
|
|
Nov 15, 2021
Q3 2021
|
Aspire Private Capital, LLC
|
SELL
|
- |
-183- 7.05% |
$13.4K - $14.3K
|
2.41K
$204K
|
|
|
Nov 03, 2021
Q3 2021
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-184- 0.74% |
$13.4K - $14.4K
|
24.5K
$2.07M
|
|
|
Oct 19, 2021
Q3 2021
|
South Shore Capital Advisors
|
SELL
|
- |
-205- 4.85% |
$15K - $16K
|
4.02K
$340K
|
|
|
Nov 12, 2021
Q3 2021
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-207- 1.89% |
$15.1K - $16.2K
|
10.8K
$910K
|
|
|
Oct 13, 2021
Q3 2021
|
Flc Capital Advisors
|
SELL
|
- |
-208- 0.78% |
$15.2K - $16.3K
|
26.6K
$2.25M
|
|
|
Oct 14, 2021
Q3 2021
|
Canton Hathaway, LLC
|
SELL
|
- |
-210- 33.12% |
$15.3K - $16.4K
|
424
$35.9K
|
|
|
Oct 27, 2021
Q3 2021
|
Investors Research Corp
|
SELL
|
- |
-211- 4.94% |
$15.4K - $16.5K
|
4.06K
$343K
|
|
|
Nov 03, 2021
Q3 2021
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-229- 4.58% |
$16.7K - $17.9K
|
4.77K
$403K
|
|
|
Oct 12, 2021
Q3 2021
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-230- 6.9% |
$16.8K - $18K
|
3.1K
$263K
|