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 20, 2021
Q3 2021
|
Venture Visionary Partners LLC
|
SELL
|
- |
-5.61K- 1.91% |
$410K - $439K
|
289K
$24.4M
|
|
|
Oct 22, 2021
Q3 2021
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-5.93K- 5.26% |
$433K - $464K
|
107K
$9.05M
|
|
|
Oct 13, 2021
Q3 2021
|
Leo Brokerage, LLC
|
SELL
|
- |
-6.12KClosed |
$447K - $479K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-6.17K- 19.65% |
$450K - $482K
|
25.2K
$2.13M
|
|
|
Nov 01, 2021
Q3 2021
|
Mc Cutchen Group LLC
|
SELL
|
- |
-6.41K- 2.68% |
$468K - $501K
|
233K
$19.7M
|
|
|
Nov 09, 2021
Q3 2021
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-6.47KClosed |
$472K - $506K
|
0
$0
|
|
|
Oct 05, 2021
Q3 2021
|
Savior LLC
|
SELL
|
- |
-6.75K- 96.25% |
$493K - $528K
|
263
$22.2K
|
|
|
Nov 05, 2021
Q3 2021
|
Calton & Associates, Inc.
|
SELL
|
- |
-6.98K- 29.19% |
$509K - $546K
|
16.9K
$1.43M
|
|
|
Nov 10, 2021
Q3 2021
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-7.56K- 37.43% |
$552K - $591K
|
12.6K
$1.07M
|
|
|
Oct 13, 2021
Q3 2021
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-7.93K- 27.18% |
$579K - $620K
|
21.2K
$1.8M
|
|
|
Oct 25, 2021
Q3 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-8.08K- 41.1% |
$589K - $632K
|
11.6K
$979K
|
|
|
Nov 08, 2021
Q3 2021
|
Marcum Wealth, LLC
|
SELL
|
- |
-8.09K- 1.73% |
$590K - $632K
|
461K
$38.9M
|
|
|
Nov 12, 2021
Q3 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
SELL
|
- |
-8.5KClosed |
$620K - $664K
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-8.62K- 12.26% |
$629K - $674K
|
61.7K
$5.22M
|
|
|
Nov 03, 2021
Q3 2021
|
Brookstone Capital Management
|
SELL
|
- |
-9.05K- 4.96% |
$660K - $707K
|
173K
$14.6M
|
|
|
Nov 09, 2021
Q3 2021
|
Gitterman Wealth Management, LLC
|
SELL
|
- |
-9.22K- 14.05% |
$673K - $721K
|
56.4K
$4.77M
|
|
|
Nov 16, 2021
Q3 2021
|
Parisi Gray Wealth Management
|
SELL
|
- |
-9.56K- 46.84% |
$697K - $747K
|
10.8K
$917K
|
|
|
Nov 12, 2021
Q3 2021
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-9.68K- 44.45% |
$706K - $757K
|
12.1K
$1.02M
|
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-10.3K- 2.39% |
$752K - $805K
|
420K
$35.5M
|
|
|
Nov 18, 2021
Q3 2021
|
Wealthsource Partners, LLC
|
SELL
|
- |
-10.6K- 7.59% |
$772K - $827K
|
129K
$10.9M
|
|
|
Oct 13, 2021
Q3 2021
|
Northwest Quadrant Wealth Management, LLC
|
SELL
|
- |
-10.6K- 2.16% |
$773K - $829K
|
480K
$40.6M
|
|
|
Nov 10, 2021
Q3 2021
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-10.8KClosed |
$785K - $841K
|
0
$0
|
|
|
Oct 21, 2021
Q3 2021
|
Highland Private Wealth Management
|
SELL
|
- |
-11.3K- 2.32% |
$821K - $880K
|
474K
$40.1M
|
|
|
Oct 25, 2021
Q3 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-11.6KClosed |
$844K - $904K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-11.8KClosed |
$860K - $922K
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Epiq Partners, LLC
|
SELL
|
- |
-12K- 40.0% |
$876K - $938K
|
18K
$1.52M
|
|
|
Nov 12, 2021
Q3 2021
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-12.1K- 17.09% |
$883K - $946K
|
58.7K
$4.96M
|
|
|
Nov 09, 2021
Q3 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-12.1KClosed |
$884K - $947K
|
0
$0
|
|
|
Dec 19, 2024
Q3 2021
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-12.1K- 8.6% |
$885K - $948K
|
129K
$10.9M
|
|
|
Oct 12, 2021
Q3 2021
|
Webster Bank, N. A.
|
SELL
|
- |
-12.2K- 10.3% |
$889K - $953K
|
106K
$8.98M
|
|
|
Nov 12, 2021
Q3 2021
|
Rock Creek Group, LP
|
SELL
|
- |
-12.3K- 2.84% |
$896K - $960K
|
421K
$35.6M
|
|
|
Nov 12, 2021
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-12.7K- 73.85% |
$925K - $991K
|
4.49K
$379K
|
|
|
Nov 05, 2021
Q3 2021
|
Roosevelt Investment Group LLC
|
SELL
|
- |
-13.1K- 0.85% |
$953K - $1.02M
|
1.53M
$130M
|
|
|
Nov 05, 2021
Q3 2021
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-15K- 13.45% |
$1.09M - $1.17M
|
96.2K
$8.14M
|
|
|
Oct 14, 2021
Q3 2021
|
Procyon Advisors, LLC
|
SELL
|
- |
-15K- 34.14% |
$1.1M - $1.18M
|
29K
$2.45M
|
|
|
Dec 03, 2021
Q3 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-15.7K- 60.68% |
$1.15M - $1.23M
|
10.2K
$860K
|
|
|
Nov 01, 2021
Q3 2021
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-15.9K- 3.82% |
$1.16M - $1.24M
|
400K
$33.8M
|
|
|
Nov 12, 2021
Q3 2021
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-16.7KClosed |
$1.22M - $1.31M
|
0
$0
|
|
|
Feb 07, 2022
Q3 2021
|
Sovereign Investment Advisors, LLC
|
SELL
|
- |
-16.8K- 7.27% |
$1.23M - $1.31M
|
214K
$18.1M
|
|
|
Nov 05, 2021
Q3 2021
|
Valley Forge Investment Consultants Inc Adv
|
SELL
|
- |
-16.8K- 6.87% |
$1.23M - $1.32M
|
228K
$19.3M
|
|
|
Oct 22, 2021
Q3 2021
|
Columbus Macro, LLC
|
SELL
|
- |
-18K- 22.38% |
$1.31M - $1.4M
|
62.3K
$5.27M
|
|
|
Nov 15, 2021
Q3 2021
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-18.4KClosed |
$1.34M - $1.44M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-19K- 0.99% |
$1.39M - $1.48M
|
1.9M
$160M
|
|
|
Oct 18, 2021
Q3 2021
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-19.1K- 30.64% |
$1.39M - $1.49M
|
43.2K
$3.65M
|
|
|
Oct 21, 2021
Q3 2021
|
Apcm Wealth Management For Individuals
|
SELL
|
- |
-19.6K- 3.79% |
$1.43M - $1.53M
|
496K
$42M
|
|
|
Nov 15, 2021
Q3 2021
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-19.6K- 42.62% |
$1.43M - $1.53M
|
26.4K
$2.23M
|
|
|
Nov 15, 2021
Q3 2021
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-20K- 2.8% |
$1.46M - $1.57M
|
696K
$58.9M
|
|
|
Nov 12, 2021
Q3 2021
|
Investure, LLC
Charlottesville, VA |
SELL
|
- |
-20.8K- 5.71% |
$1.52M - $1.62M
|
343K
$29M
|
|
|
Nov 10, 2021
Q3 2021
|
Fure Financial Corp
Bloomington, MN |
SELL
|
- |
-22.4K- 23.3% |
$1.64M - $1.75M
|
73.8K
$6.24M
|
|
|
Oct 20, 2021
Q3 2021
|
Regis Management CO LLC
|
SELL
|
- |
-22.8K- 3.07% |
$1.67M - $1.79M
|
721K
$61M
|