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 18, 2021
Q3 2021
|
Retirement Planning Group
|
SELL
|
- |
-232- 3.33% |
$16.9K - $18.1K
|
6.73K
$569K
|
|
|
Nov 10, 2021
Q3 2021
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-232- 0.53% |
$16.9K - $18.1K
|
43.7K
$3.69M
|
|
|
Nov 03, 2021
Q3 2021
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-234- 4.37% |
$17.1K - $18.3K
|
5.13K
$433K
|
|
|
Dec 10, 2021
Q3 2021
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-245- 0.58% |
$17.9K - $19.2K
|
42.3K
$3.58M
|
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-257- 4.67% |
$18.8K - $20.1K
|
5.24K
$443K
|
|
|
Oct 06, 2021
Q3 2021
|
Burt Wealth Advisors
|
SELL
|
- |
-258- 1.38% |
$18.8K - $20.2K
|
18.4K
$1.56M
|
|
|
Nov 05, 2021
Q3 2021
|
Matson Money. Inc.
|
SELL
|
- |
-259- 0.01% |
$18.9K - $20.3K
|
1.73M
$146M
|
|
|
Nov 09, 2021
Q3 2021
|
Heritage Trust CO
Oklahoma City, OK |
SELL
|
- |
-261- 0.65% |
$19K - $20.4K
|
39.9K
$3.37M
|
|
|
Nov 15, 2021
Q3 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-272- 2.02% |
$19.9K - $21.3K
|
13.2K
$1.12M
|
|
|
Nov 10, 2021
Q3 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-272- 8.67% |
$19.9K - $21.3K
|
2.87K
$242K
|
|
|
Oct 14, 2021
Q3 2021
|
Lantz Financial LLC
|
SELL
|
- |
-277- 2.83% |
$20.2K - $21.7K
|
9.52K
$805K
|
|
|
Oct 28, 2021
Q3 2021
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-277- 0.73% |
$20.2K - $21.7K
|
37.8K
$3.2M
|
|
|
May 19, 2025
Q3 2021
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-277- 0.73% |
$20.2K - $21.7K
|
37.8K
$3.2M
|
|
|
Oct 29, 2021
Q3 2021
|
Wealth Management Partners, LLC
|
SELL
|
- |
-283- 1.93% |
$20.7K - $22.1K
|
14.4K
$1.22M
|
|
|
Oct 18, 2021
Q3 2021
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-288- 3.72% |
$21K - $22.5K
|
7.45K
$630K
|
|
|
Oct 15, 2021
Q3 2021
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-291- 78.23% |
$21.2K - $22.8K
|
81
$6.85K
|
|
|
Nov 15, 2021
Q3 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-291- 0.63% |
$21.2K - $22.8K
|
45.6K
$3.86M
|
|
|
Nov 04, 2021
Q3 2021
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-292- 0.21% |
$21.3K - $22.8K
|
142K
$12M
|
|
|
Oct 14, 2021
Q3 2021
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-297- 5.44% |
$21.7K - $23.2K
|
5.16K
$437K
|
|
|
Nov 05, 2021
Q3 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-300- 0.95% |
$21.9K - $23.5K
|
31.1K
$2.63M
|
|
|
Oct 21, 2021
Q3 2021
|
Twele Capital Management, Inc.
|
SELL
|
- |
-314- 0.9% |
$22.9K - $24.6K
|
34.7K
$2.93M
|
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-320- 4.01% |
$23.4K - $25K
|
7.66K
$648K
|
|
|
Oct 20, 2021
Q3 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-325- 0.7% |
$23.7K - $25.4K
|
46.3K
$3.91M
|
|
|
Nov 15, 2021
Q3 2021
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-325- 0.28% |
$23.7K - $25.4K
|
117K
$9.92M
|
|
|
Dec 21, 2021
Q3 2021
|
Rovin Capital
|
SELL
|
- |
-334- 6.43% |
$24.4K - $26.1K
|
4.86K
$411K
|
|
|
Nov 24, 2021
Q3 2021
|
Mcdonald Partners LLC
|
SELL
|
- |
-343- 0.46% |
$25K - $26.8K
|
74.6K
$6.31M
|
|
|
Oct 19, 2021
Q3 2021
|
Peak Financial Management, Inc.
|
SELL
|
- |
-346- 0.42% |
$25.3K - $27.1K
|
82.9K
$7.01M
|
|
|
Oct 25, 2021
Q3 2021
|
Rockland Trust CO
|
SELL
|
- |
-347- 2.09% |
$25.3K - $27.1K
|
16.2K
$1.37M
|
|
|
Nov 12, 2021
Q3 2021
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-351- 0.21% |
$25.6K - $27.4K
|
167K
$14.1M
|
|
|
Oct 28, 2021
Q3 2021
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-355- 7.28% |
$25.9K - $27.8K
|
4.52K
$382K
|
|
|
Nov 12, 2021
Q3 2021
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-355- 10.45% |
$25.9K - $27.8K
|
3.04K
$257K
|
|
|
Oct 22, 2021
Q3 2021
|
Monument Capital Management
|
SELL
|
- |
-361- 7.78% |
$26.3K - $28.2K
|
4.28K
$362K
|
|
|
Nov 05, 2021
Q3 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-367- 81.02% |
$26.8K - $28.7K
|
86
$7.27K
|
|
|
Nov 15, 2021
Q3 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-373- 20.12% |
$27.2K - $29.2K
|
1.48K
$125K
|
|
|
Nov 05, 2021
Q3 2021
|
Lindbrook Capital, LLC
|
SELL
|
- |
-376- 96.16% |
$27.4K - $29.4K
|
15
$1.27K
|
|
|
Oct 15, 2021
Q3 2021
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-383- 6.79% |
$28K - $30K
|
5.26K
$444K
|
|
|
Nov 12, 2021
Q3 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-386- 0.4% |
$28.2K - $30.2K
|
97.1K
$8.21M
|
|
|
Nov 09, 2021
Q3 2021
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-388- 0.74% |
$28.3K - $30.3K
|
52K
$4.4M
|
|
|
Nov 05, 2021
Q3 2021
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-392- 0.18% |
$28.6K - $30.7K
|
215K
$18.2M
|
|
|
Nov 15, 2021
Q3 2021
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-397- 3.42% |
$29K - $31K
|
11.2K
$947K
|
|
|
Nov 03, 2021
Q3 2021
|
Kovack Advisors, Inc.
|
SELL
|
- |
-423- 3.05% |
$30.9K - $33.1K
|
13.5K
$1.14M
|
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-425- 8.39% |
$31K - $33.2K
|
4.64K
$393K
|
|
|
Nov 03, 2021
Q3 2021
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-425- 0.55% |
$31K - $33.2K
|
76.5K
$6.47M
|
|
|
Nov 12, 2021
Q3 2021
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-430- 3.3% |
$31.4K - $33.6K
|
12.6K
$1.06M
|
|
|
Oct 07, 2021
Q3 2021
|
Moody National Bank Trust Division
|
SELL
|
- |
-439- 0.8% |
$32K - $34.3K
|
54.7K
$4.63M
|
|
|
Oct 26, 2021
Q3 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-447- 1.71% |
$32.6K - $35K
|
25.7K
$2.17M
|
|
|
Nov 12, 2021
Q3 2021
|
First Command Advisory Services, Inc.
|
SELL
|
- |
-451- 90.74% |
$32.9K - $35.3K
|
46
$3.89K
|
|
|
Oct 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-453Closed |
$33.1K - $35.4K
|
0
$0
|
|
|
Nov 03, 2021
Q3 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-461- 8.5% |
$33.6K - $36.1K
|
4.96K
$420K
|
|
|
Oct 22, 2021
Q3 2021
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-463- 1.32% |
$33.8K - $36.2K
|
34.5K
$2.92M
|