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 11, 2022
Q4 2021
|
Seldon Capital LP
San Francisco, CA |
BUY
|
- |
62.4KNew |
$4.52M - $4.85M
|
62.4K
$4.66M
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Capital Management LLC
|
BUY
|
- |
62.1K+ 4.51% |
$4.49M - $4.83M
|
1.44M
$107M
|
|
|
Feb 11, 2022
Q4 2021
|
Mai Capital Management
|
BUY
|
- |
61.7K+ 6.42% |
$4.46M - $4.8M
|
1.02M
$76.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
61.4K+ 9.62% |
$4.44M - $4.77M
|
699K
$52.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
60.8K+ 18.64% |
$4.4M - $4.72M
|
387K
$28.9M
|
|
|
Jan 21, 2022
Q4 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
60.5K+ 81.93% |
$4.38M - $4.71M
|
134K
$10M
|
|
|
Jan 07, 2022
Q4 2021
|
Mc Adam, LLC
|
BUY
|
- |
60.5K+ 1511.34% |
$4.38M - $4.71M
|
64.5K
$4.82M
|
|
|
Feb 10, 2022
Q4 2021
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
60.3K+ 186.85% |
$4.36M - $4.69M
|
92.6K
$6.92M
|
|
|
Jan 05, 2022
Q4 2021
|
Crestmont Private Wealth LLC
|
BUY
|
- |
59.5KNew |
$4.31M - $4.63M
|
59.5K
$4.45M
|
|
|
Jan 27, 2022
Q4 2021
|
Briggs Advisory Group, Inc.
|
BUY
|
- |
59.4KNew |
$4.3M - $4.62M
|
59.4K
$4.44M
|
|
|
Feb 14, 2022
Q4 2021
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
59K+ 7.01% |
$4.27M - $4.59M
|
901K
$67.3M
|
|
|
Feb 14, 2022
Q4 2021
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
58.8K+ 107.6% |
$4.26M - $4.58M
|
114K
$8.48M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
58.7K+ 8.54% |
$4.25M - $4.56M
|
746K
$55.7M
|
|
|
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
57.9KNew |
$4.19M - $4.5M
|
57.9K
$4.33M
|
|
|
Mar 01, 2022
Q4 2021
|
Ascent Group, LLC
|
BUY
|
- |
57KNew |
$4.13M - $4.44M
|
57K
$4.26M
|
|
|
Feb 07, 2022
Q4 2021
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
56.9K+ 12.08% |
$4.12M - $4.43M
|
528K
$39.5M
|
|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
56.6K+ 52.73% |
$4.09M - $4.4M
|
164K
$12.2M
|
|
|
Aug 11, 2022
Q4 2021
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
56.5KNew |
$4.09M - $4.4M
|
56.5K
$4.22M
|
|
|
Jan 26, 2022
Q4 2021
|
Cliftonlarsonallen Wealth Advisors, LLC
|
BUY
|
- |
56.1K+ 3.43% |
$4.06M - $4.37M
|
1.69M
$127M
|
|
|
Feb 11, 2022
Q4 2021
|
Scotia Capital Inc.
|
BUY
|
- |
55.4K+ 185.77% |
$4.01M - $4.31M
|
85.2K
$6.37M
|
|
|
Jan 27, 2022
Q4 2021
|
Nova R Wealth, Inc.
|
BUY
|
- |
54.4KNew |
$3.94M - $4.23M
|
54.4K
$4.07M
|
|
|
Feb 09, 2022
Q4 2021
|
Curi Wealth Management, LLC
|
BUY
|
- |
54.2K+ 70.77% |
$3.92M - $4.22M
|
131K
$9.77M
|
|
|
Jan 31, 2022
Q4 2021
|
Gratus Capital LLC
|
BUY
|
- |
53.5K+ 7.57% |
$3.87M - $4.16M
|
761K
$56.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
53.5K+ 16.16% |
$3.87M - $4.16M
|
385K
$28.7M
|
|
|
Feb 02, 2022
Q4 2021
|
Heritage Wealth Advisors
|
BUY
|
- |
53.1K+ 6.99% |
$3.85M - $4.13M
|
813K
$60.8M
|
|
|
Feb 15, 2022
Q4 2021
|
Dravo Bay LLC
Wilmington, DE |
BUY
|
- |
52.5KNew |
$3.8M - $4.08M
|
52.5K
$3.92M
|
|
|
Feb 01, 2022
Q4 2021
|
Tag Stone Capital, Inc.
|
BUY
|
- |
52.2KNew |
$3.78M - $4.06M
|
52.2K
$3.9M
|
|
|
Feb 10, 2022
Q4 2021
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
52.2K+ 10.61% |
$3.78M - $4.06M
|
544K
$40.6M
|
|
|
Feb 18, 2022
Q4 2021
|
Vericrest Private Wealth
Newtown, PA |
BUY
|
- |
50.8KNew |
$3.68M - $3.95M
|
50.8K
$3.8M
|
|
|
Jan 12, 2022
Q4 2021
|
Private Capital Management LLC
|
BUY
|
- |
48.8K+ 38.32% |
$3.53M - $3.79M
|
176K
$13.1M
|
|
|
Feb 10, 2022
Q4 2021
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
BUY
|
- |
48.7KNew |
$3.52M - $3.78M
|
48.7K
$3.64M
|
|
|
Feb 11, 2022
Q4 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
48K+ 10.37% |
$3.47M - $3.73M
|
510K
$38.1M
|
|
|
Jan 20, 2022
Q4 2021
|
Ccg Wealth Management, LLC
|
BUY
|
- |
47.7K+ 42.43% |
$3.45M - $3.71M
|
160K
$12M
|
|
|
Feb 10, 2022
Q4 2021
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
47KNew |
$3.4M - $3.66M
|
47K
$3.51M
|
|
|
Jan 21, 2022
Q4 2021
|
Windsor Group LTD
|
BUY
|
- |
45.9K+ 261.17% |
$3.32M - $3.57M
|
63.4K
$4.74M
|
|
|
Jan 31, 2022
Q4 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
45.8K+ 192.35% |
$3.31M - $3.56M
|
69.6K
$5.2M
|
|
|
Feb 11, 2022
Q4 2021
|
Sawtooth Solutions, LLC
|
BUY
|
- |
45.8K+ 79.43% |
$3.31M - $3.56M
|
103K
$7.73M
|
|
|
Feb 04, 2022
Q4 2021
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
44.3KNew |
$3.21M - $3.44M
|
44.3K
$3.31M
|
|
|
Feb 02, 2022
Q4 2021
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
44.3K+ 3.81% |
$3.2M - $3.44M
|
1.2M
$90M
|
|
|
Feb 11, 2022
Q4 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
44.2K+ 8.17% |
$3.2M - $3.44M
|
585K
$43.7M
|
|
|
Jan 27, 2022
Q4 2021
|
Bishop & CO Investment Management, LLC
|
BUY
|
- |
44K+ 14.57% |
$3.19M - $3.42M
|
346K
$25.9M
|
|
|
Feb 07, 2022
Q4 2021
|
Opus Investment Management Inc
|
BUY
|
- |
43.9KNew |
$3.18M - $3.42M
|
43.9K
$3.28M
|
|
|
Feb 11, 2022
Q4 2021
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
43.6KNew |
$3.16M - $3.39M
|
43.6K
$3.26M
|
|
|
Feb 11, 2022
Q4 2021
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
42.9K+ 1.86% |
$3.11M - $3.34M
|
2.35M
$176M
|
|
|
Feb 14, 2022
Q4 2021
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
42.9K+ 10.31% |
$3.11M - $3.34M
|
459K
$34.3M
|
|
|
Feb 04, 2022
Q4 2021
|
Interchange Capital Partners, LLC
|
BUY
|
- |
42.6K+ 208.48% |
$3.09M - $3.32M
|
63.1K
$4.71M
|
|
|
Feb 14, 2022
Q4 2021
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
42.2K+ 4.87% |
$3.05M - $3.28M
|
908K
$67.9M
|
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
41.9KNew |
$3.03M - $3.26M
|
41.9K
$3.13M
|
|
|
Feb 08, 2022
Q4 2021
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
41K+ 5.22% |
$2.97M - $3.19M
|
827K
$61.8M
|
|
|
Jan 28, 2022
Q4 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
40.3K+ 12.58% |
$2.92M - $3.13M
|
361K
$26.9M
|