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 14, 2021
Q3 2021
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-475- 0.36% |
$34.7K - $37.1K
|
130K
$11M
|
|
|
Nov 15, 2021
Q3 2021
|
Stokes Family Office, LLC
|
SELL
|
- |
-496- 0.28% |
$36.2K - $38.8K
|
178K
$15M
|
|
|
Oct 05, 2021
Q3 2021
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-497- 0.46% |
$36.3K - $38.9K
|
108K
$9.14M
|
|
|
Nov 15, 2021
Q3 2021
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-500- 14.19% |
$36.5K - $39.1K
|
3.02K
$256K
|
|
|
Nov 15, 2021
Q3 2021
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-504- 3.52% |
$36.8K - $39.4K
|
13.8K
$1.17M
|
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-518Closed |
$37.8K - $40.5K
|
0
$0
|
|
|
Dec 14, 2021
Q3 2021
|
Strategy Asset Managers LLC
|
SELL
|
- |
-531- 4.0% |
$38.8K - $41.5K
|
12.7K
$1.08M
|
|
|
Oct 29, 2021
Q3 2021
|
Opus Capital Group, LLC
|
SELL
|
- |
-533- 0.2% |
$38.9K - $41.7K
|
260K
$21.9M
|
|
|
Nov 10, 2021
Q3 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-542- 1.56% |
$39.6K - $42.4K
|
34.2K
$2.89M
|
|
|
Nov 05, 2021
Q3 2021
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-563- 1.98% |
$41.1K - $44K
|
27.8K
$2.35M
|
|
|
Nov 24, 2021
Q3 2021
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-574- 35.59% |
$41.9K - $44.9K
|
1.04K
$87.9K
|
|
|
Oct 20, 2021
Q3 2021
|
Donald L. Hagan, LLC
|
SELL
|
- |
-580- 3.06% |
$42.3K - $45.4K
|
18.4K
$1.55M
|
|
|
Nov 12, 2021
Q3 2021
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-583- 11.65% |
$42.5K - $45.6K
|
4.42K
$374K
|
|
|
Oct 25, 2021
Q3 2021
|
Atlas Private Wealth Management
|
SELL
|
- |
-585- 10.17% |
$42.7K - $45.7K
|
5.17K
$437K
|
|
|
Nov 12, 2021
Q3 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-596- 8.04% |
$43.5K - $46.6K
|
6.82K
$577K
|
|
|
Oct 22, 2021
Q3 2021
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-604- 0.27% |
$44.1K - $47.2K
|
222K
$18.8M
|
|
|
Nov 12, 2021
Q3 2021
|
Keystone Financial Group
|
SELL
|
- |
-610- 2.13% |
$44.5K - $47.7K
|
28.1K
$2.38M
|
|
|
Oct 08, 2021
Q3 2021
|
Rede Wealth, LLC
|
SELL
|
- |
-637- 11.28% |
$46.5K - $49.8K
|
5.01K
$424K
|
|
|
Nov 15, 2021
Q3 2021
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-640- 2.61% |
$46.7K - $50K
|
23.9K
$2.02M
|
|
|
Nov 12, 2021
Q3 2021
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-673- 16.09% |
$49.1K - $52.6K
|
3.51K
$297K
|
|
|
Oct 21, 2021
Q3 2021
|
V Wealth Advisors LLC
|
SELL
|
- |
-694- 3.44% |
$50.6K - $54.3K
|
19.5K
$1.65M
|
|
|
Oct 15, 2021
Q3 2021
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-707- 2.17% |
$51.6K - $55.3K
|
31.9K
$2.7M
|
|
|
Nov 05, 2021
Q3 2021
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-728- 0.3% |
$53.1K - $56.9K
|
241K
$20.4M
|
|
|
Oct 12, 2021
Q3 2021
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-732- 15.79% |
$53.4K - $57.2K
|
3.91K
$330K
|
|
|
Nov 05, 2021
Q3 2021
|
Spc Financial, Inc.
|
SELL
|
- |
-742- 0.09% |
$54.2K - $58K
|
782K
$66.2M
|
|
|
Nov 12, 2021
Q3 2021
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-744- 0.56% |
$54.3K - $58.2K
|
132K
$11.1M
|
|
|
Oct 13, 2021
Q3 2021
|
West Financial Advisors, LLC
|
SELL
|
- |
-750- 4.9% |
$54.7K - $58.7K
|
14.6K
$1.23M
|
|
|
Nov 22, 2021
Q3 2021
|
Legacy Wealth Planning, LLC
|
SELL
|
- |
-752- 15.46% |
$54.9K - $58.8K
|
4.11K
$348K
|
|
|
Nov 04, 2021
Q3 2021
|
Barnett & Company, Inc.
|
SELL
|
- |
-760Closed |
$55.5K - $59.4K
|
0
$0
|
|
|
Nov 02, 2021
Q3 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-772- 4.24% |
$56.3K - $60.4K
|
17.4K
$1.48M
|
|
|
Nov 12, 2021
Q3 2021
|
Empirical Finance, LLC
|
SELL
|
- |
-799- 14.35% |
$58.3K - $62.5K
|
4.77K
$403K
|
|
|
Oct 28, 2021
Q3 2021
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-800Closed |
$58.4K - $62.6K
|
0
$0
|
|
|
Nov 03, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-817- 92.53% |
$59.6K - $63.9K
|
66
$5.58K
|
|
|
Nov 12, 2021
Q3 2021
|
Bellwether Advisors, LLC
|
SELL
|
- |
-833- 3.55% |
$60.8K - $65.1K
|
22.6K
$1.91M
|
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-850- 1.81% |
$62K - $66.5K
|
46.2K
$3.9M
|
|
|
Nov 10, 2021
Q3 2021
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-859- 1.4% |
$62.7K - $67.2K
|
60.5K
$5.12M
|
|
|
Oct 26, 2021
Q3 2021
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-875- 10.85% |
$63.9K - $68.4K
|
7.19K
$608K
|
|
|
Nov 03, 2021
Q3 2021
|
Navalign, LLC
|
SELL
|
- |
-881- 3.19% |
$64.3K - $68.9K
|
26.8K
$2.26M
|
|
|
Nov 10, 2021
Q3 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-885- 0.19% |
$64.6K - $69.2K
|
468K
$39.6M
|
|
|
Oct 22, 2021
Q3 2021
|
Trust CO Of Vermont
|
SELL
|
- |
-901Closed |
$65.8K - $70.5K
|
0
$0
|
|
|
Oct 25, 2021
Q3 2021
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-911- 19.55% |
$66.5K - $71.2K
|
3.75K
$317K
|
|
|
Nov 15, 2021
Q3 2021
|
Wilshire Advisors LLC
Santa Monica, CA |
SELL
|
- |
-911- 0.84% |
$66.5K - $71.2K
|
107K
$9.06M
|
|
|
Oct 27, 2021
Q3 2021
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-922- 1.95% |
$67.3K - $72.1K
|
46.3K
$3.92M
|
|
|
Nov 02, 2021
Q3 2021
|
Black Diamond Financial, LLC
|
SELL
|
- |
-930- 6.18% |
$67.9K - $72.7K
|
14.1K
$1.19M
|
|
|
Nov 05, 2021
Q3 2021
|
Baystate Wealth Management LLC
|
SELL
|
- |
-941- 1.73% |
$68.7K - $73.6K
|
53.4K
$4.52M
|
|
|
Oct 13, 2021
Q3 2021
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-959- 2.38% |
$70K - $75K
|
39.3K
$3.32M
|
|
|
Oct 22, 2021
Q3 2021
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-972- 3.89% |
$70.9K - $76K
|
24K
$2.03M
|
|
|
Oct 19, 2021
Q3 2021
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-983- 4.03% |
$71.7K - $76.9K
|
23.4K
$1.98M
|
|
|
Oct 21, 2021
Q3 2021
|
Efficient Advisors, LLC
|
SELL
|
- |
-993- 11.31% |
$72.5K - $77.7K
|
7.79K
$659K
|
|
|
Oct 12, 2021
Q3 2021
|
Renasant Bank
|
SELL
|
- |
-1.01K- 6.32% |
$73.3K - $78.6K
|
14.9K
$1.26M
|