Purchases and Sales Made in Q4 2021 in Ishares Tr (IEFA)
This table provides information about the institutional ownership of Ishares Tr (IEFA) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2022
Q4 2021
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
1.7K+ 2.23% |
$123K - $132K
|
78.2K
$5.81M
|
|
|
Jan 19, 2022
Q4 2021
|
Edge Capital Group, LLC
|
BUY
|
- |
1.7K+ 0.57% |
$123K - $132K
|
298K
$22.1M
|
|
|
Jan 18, 2022
Q4 2021
|
Ironwood Wealth Management, Inc.
|
BUY
|
- |
1.69K+ 1.58% |
$123K - $132K
|
109K
$8.09M
|
|
|
Feb 14, 2022
Q4 2021
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.69K+ 39.47% |
$123K - $132K
|
5.98K
$444K
|
|
|
Feb 10, 2022
Q4 2021
|
Towercrest Capital Management
Newtown, PA |
BUY
|
- |
1.69K+ 0.88% |
$122K - $131K
|
194K
$14.4M
|
|
|
Feb 11, 2022
Q4 2021
|
Biltmore Family Office, LLC
|
BUY
|
- |
1.69K+ 25.94% |
$122K - $131K
|
8.21K
$610K
|
|
|
Feb 03, 2022
Q4 2021
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
1.67K+ 4.17% |
$120K - $129K
|
41.6K
$3.09M
|
|
|
Jan 24, 2022
Q4 2021
|
Segment Wealth Management, LLC
|
BUY
|
- |
1.65K+ 12.16% |
$119K - $128K
|
15.2K
$1.13M
|
|
|
Feb 15, 2022
Q4 2021
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
1.64K+ 1.56% |
$118K - $127K
|
106K
$7.91M
|
|
|
Feb 14, 2022
Q4 2021
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.61K+ 25.45% |
$116K - $125K
|
7.93K
$589K
|
|
|
Feb 15, 2022
Q4 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
1.61K+ 3.4% |
$116K - $125K
|
48.8K
$3.63M
|
|
|
Feb 11, 2022
Q4 2021
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
1.6K+ 14.9% |
$116K - $125K
|
12.4K
$918K
|
|
|
Jan 13, 2022
Q4 2021
|
Family Capital Trust CO
|
BUY
|
- |
1.6K+ 1.29% |
$116K - $124K
|
125K
$9.32M
|
|
|
Feb 10, 2022
Q4 2021
|
Good Life Advisors, LLC
|
BUY
|
- |
1.6K+ 44.14% |
$116K - $124K
|
5.22K
$388K
|
|
|
Jan 12, 2022
Q4 2021
|
Legacy Private Trust Co.
|
BUY
|
- |
1.59K+ 30.94% |
$115K - $124K
|
6.73K
$500K
|
|
|
Jan 21, 2022
Q4 2021
|
Trust CO Of Vermont
|
BUY
|
- |
1.58KNew |
$115K - $123K
|
1.58K
$118K
|
|
|
Jan 12, 2022
Q4 2021
|
New England Guild Wealth Advisors, Inc.
|
BUY
|
- |
1.58K+ 2.19% |
$114K - $123K
|
73.7K
$5.47M
|
|
|
Feb 03, 2022
Q4 2021
|
Brighton Jones LLC
|
BUY
|
- |
1.57K+ 10.82% |
$114K - $122K
|
16.1K
$1.2M
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
1.57KNew |
$114K - $122K
|
1.57K
$117K
|
|
|
Jan 31, 2022
Q4 2021
|
Klingman & Associates, LLC
|
BUY
|
- |
1.56K+ 2.12% |
$113K - $121K
|
75K
$5.57M
|
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.54K+ 33.17% |
$111K - $120K
|
6.18K
$459K
|
|
|
Feb 14, 2022
Q4 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.5K+ 12.27% |
$109K - $117K
|
13.7K
$1.02M
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.49K+ 4.84% |
$108K - $116K
|
32.2K
$2.39M
|
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.48K+ 2.78% |
$107K - $115K
|
54.9K
$4.08M
|
|
|
Jan 14, 2022
Q4 2021
|
Strong Box Wealth, LLC
|
BUY
|
- |
1.48K+ 24.34% |
$107K - $115K
|
7.54K
$560K
|
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.48K+ 10.11% |
$107K - $115K
|
16.1K
$1.19M
|
|
|
Feb 25, 2022
Q4 2021
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
1.48K+ 0.96% |
$107K - $115K
|
155K
$11.5M
|
|
|
Jan 25, 2022
Q4 2021
|
Busey Wealth Management
|
BUY
|
- |
1.47K+ 4.27% |
$106K - $114K
|
35.9K
$2.67M
|
|
|
Mar 09, 2022
Q4 2021
|
Karlinski Andrew C
Irvine, CA |
BUY
|
- |
1.44KNew |
$104K - $112K
|
1.44K
$107K
|
|
|
Jan 28, 2022
Q4 2021
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1.44KNew |
$104K - $112K
|
1.44K
$107K
|
|
|
Feb 02, 2022
Q4 2021
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
1.41K+ 3.12% |
$102K - $110K
|
46.7K
$3.47M
|
|
|
Jan 19, 2022
Q4 2021
|
Hudson Capital Management LLC
|
BUY
|
- |
1.4K+ 0.59% |
$102K - $109K
|
238K
$17.7M
|
|
|
Feb 02, 2022
Q4 2021
|
Hallmark Capital Management Inc
|
BUY
|
- |
1.4K+ 3.11% |
$101K - $109K
|
46.5K
$3.46M
|
|
|
Feb 14, 2022
Q4 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.39K+ 30.34% |
$101K - $108K
|
5.98K
$444K
|
|
|
Jan 21, 2022
Q4 2021
|
Boston Trust Walden Corp
|
BUY
|
- |
1.39K+ 32.34% |
$101K - $108K
|
5.69K
$423K
|
|
|
Jan 31, 2022
Q4 2021
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
1.37K+ 0.4% |
$99.4K - $107K
|
344K
$25.6M
|
|
|
Jan 18, 2022
Q4 2021
|
Lincoln Capital LLC
|
BUY
|
- |
1.36K+ 7.28% |
$98.2K - $106K
|
20K
$1.49M
|
|
|
Jan 27, 2022
Q4 2021
|
Peak Financial Management, Inc.
|
BUY
|
- |
1.36K+ 1.64% |
$98.2K - $106K
|
84.3K
$6.26M
|
|
|
Feb 11, 2022
Q4 2021
|
Donoghue Forlines LLC
|
BUY
|
- |
1.36K+ 50.5% |
$98.2K - $106K
|
4.04K
$300K
|
|
|
Feb 14, 2022
Q4 2021
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
1.36K+ 2.97% |
$98K - $105K
|
47K
$3.49M
|
|
|
Feb 15, 2022
Q4 2021
|
Citizens National Bank Trust Department
|
BUY
|
- |
1.35KNew |
$97.7K - $105K
|
1.35K
$100K
|
|
|
Jan 14, 2022
Q4 2021
|
Next Capital Management LLC
|
BUY
|
- |
1.34K+ 6.12% |
$97.2K - $104K
|
23.3K
$1.73M
|
|
|
Feb 09, 2022
Q4 2021
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
1.34K+ 2.68% |
$96.6K - $104K
|
51.2K
$3.81M
|
|
|
Jan 19, 2022
Q4 2021
|
Wealth Architects, LLC
|
BUY
|
- |
1.33K+ 0.71% |
$96.5K - $104K
|
188K
$14M
|
|
|
Feb 15, 2022
Q4 2021
|
Cypress Capital Group
|
BUY
|
- |
1.33K+ 17.83% |
$96.3K - $103K
|
8.8K
$654K
|
|
|
Feb 14, 2022
Q4 2021
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
1.32KNew |
$95.5K - $103K
|
1.32K
$98.1K
|
|
|
Feb 07, 2022
Q4 2021
|
Black Diamond Financial, LLC
|
BUY
|
- |
1.32K+ 9.33% |
$95.3K - $102K
|
15.4K
$1.15M
|
|
|
Feb 09, 2022
Q4 2021
|
Facet Wealth, Inc.
|
BUY
|
- |
1.31K+ 0.96% |
$95K - $102K
|
139K
$10.3M
|
|
|
Feb 08, 2022
Q4 2021
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.31K+ 3.41% |
$94.6K - $102K
|
39.6K
$2.94M
|
|
|
Jan 31, 2022
Q4 2021
|
Spinnaker Trust
|
BUY
|
- |
1.31K+ 2.33% |
$94.4K - $101K
|
57.4K
$4.27M
|