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 08, 2022
Q4 2021
|
Rkl Wealth Management LLC
|
BUY
|
- |
18.3K+ 1.47% |
$1.33M - $1.43M
|
1.27M
$94.6M
|
|
|
Jan 27, 2022
Q4 2021
|
Fifth Third Securities, Inc.
|
BUY
|
- |
17.8K+ 41.45% |
$1.29M - $1.39M
|
60.8K
$4.54M
|
|
|
Jan 10, 2022
Q4 2021
|
Bremer Bank National Association
|
BUY
|
- |
17.8K+ 5.53% |
$1.28M - $1.38M
|
339K
$25.3M
|
|
|
Feb 07, 2022
Q4 2021
|
St. Louis Trust CO
|
BUY
|
- |
17.6K+ 184.35% |
$1.27M - $1.36M
|
27.1K
$2.02M
|
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
17.3K+ 6.56% |
$1.25M - $1.35M
|
281K
$21M
|
|
|
Feb 11, 2022
Q4 2021
|
Compton Financial Group, LLC
|
BUY
|
- |
17.2K+ 3.11% |
$1.24M - $1.34M
|
570K
$42.6M
|
|
|
Feb 11, 2022
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
17K+ 18.7% |
$1.23M - $1.32M
|
108K
$8.07M
|
|
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
17K+ 18.7% |
$1.23M - $1.32M
|
108K
$8.07M
|
|
|
Feb 23, 2022
Q4 2021
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
17KNew |
$1.23M - $1.32M
|
17K
$1.27M
|
|
|
Feb 10, 2022
Q4 2021
|
Financial Counselors Inc
|
BUY
|
- |
16.9K+ 9.78% |
$1.22M - $1.31M
|
190K
$14.2M
|
|
|
Jan 26, 2022
Q4 2021
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
16.7K+ 6.6% |
$1.21M - $1.3M
|
270K
$20.2M
|
|
|
Feb 09, 2022
Q4 2021
|
New Perspectives, Inc
Tougaloo, MS |
BUY
|
- |
16.7K+ 7.61% |
$1.21M - $1.3M
|
236K
$17.6M
|
|
|
Feb 02, 2022
Q4 2021
|
Ignite Planners, LLC
|
BUY
|
- |
16.6KNew |
$1.2M - $1.29M
|
16.6K
$1.24M
|
|
|
Feb 04, 2022
Q4 2021
|
Amg National Trust Bank
|
BUY
|
- |
16.4K+ 3.44% |
$1.19M - $1.27M
|
492K
$36.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Allie Family Office LLC
|
BUY
|
- |
16.4KNew |
$1.18M - $1.27M
|
16.4K
$1.22M
|
|
|
Feb 01, 2022
Q4 2021
|
F Dx Advisors, Inc.
|
BUY
|
- |
16.3K+ 5.93% |
$1.18M - $1.27M
|
291K
$21.8M
|
|
|
Jan 18, 2022
Q4 2021
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
16.2K+ 2.77% |
$1.17M - $1.26M
|
601K
$44.9M
|
|
|
Jan 19, 2022
Q4 2021
|
Brio Consultants, LLC
|
BUY
|
- |
16K+ 5.57% |
$1.16M - $1.25M
|
304K
$22.7M
|
|
|
Feb 09, 2022
Q4 2021
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
16K+ 68.38% |
$1.16M - $1.24M
|
39.4K
$2.94M
|
|
|
Feb 03, 2022
Q4 2021
|
First National Trust CO
|
BUY
|
- |
15.9K+ 10.6% |
$1.15M - $1.24M
|
166K
$12.4M
|
|
|
Jan 19, 2022
Q4 2021
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
15.9K+ 3.7% |
$1.15M - $1.24M
|
447K
$33.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
15.9K+ 12.09% |
$1.15M - $1.24M
|
148K
$11M
|
|
|
Jan 27, 2022
Q4 2021
|
Shufro Rose & CO LLC
|
BUY
|
- |
15.9K+ 9.58% |
$1.15M - $1.24M
|
182K
$13.6M
|
|
|
Jan 31, 2022
Q4 2021
|
Opus Capital Group, LLC
|
BUY
|
- |
15.9K+ 6.13% |
$1.15M - $1.24M
|
275K
$20.6M
|
|
|
Feb 09, 2022
Q4 2021
|
Pembroke Management, LTD
|
BUY
|
- |
15.9K+ 18.76% |
$1.15M - $1.24M
|
101K
$7.53M
|
|
|
Feb 02, 2022
Q4 2021
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
15.8K+ 124.97% |
$1.14M - $1.23M
|
28.4K
$2.12M
|
|
|
Feb 07, 2022
Q4 2021
|
Sweet Financial Partners, LLC
|
BUY
|
- |
15.7KNew |
$1.13M - $1.22M
|
15.7K
$1.17M
|
|
|
Feb 15, 2022
Q4 2021
|
Pack Private Wealth, LLC
Wayzata, MN |
BUY
|
- |
15.6KNew |
$1.13M - $1.21M
|
15.6K
$1.17M
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
15.6K+ 8.08% |
$1.13M - $1.21M
|
209K
$15.6M
|
|
|
Jan 12, 2022
Q4 2021
|
Webster Bank, N. A.
|
BUY
|
- |
15.3K+ 14.41% |
$1.11M - $1.19M
|
121K
$9.07M
|
|
|
Jan 18, 2022
Q4 2021
|
Roth Financial Partners LLC
|
BUY
|
- |
15.2K+ 4.41% |
$1.1M - $1.18M
|
359K
$26.8M
|
|
|
Feb 15, 2022
Q4 2021
|
Hb Wealth Management, LLC
|
BUY
|
- |
15.1KNew |
$1.09M - $1.18M
|
15.1K
$1.13M
|
|
|
Mar 24, 2023
Q4 2021
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
15.1K+ 9.61% |
$1.09M - $1.17M
|
172K
$12.9M
|
|
|
Feb 11, 2022
Q4 2021
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
15.1KNew |
$1.09M - $1.17M
|
15.1K
$1.12M
|
|
|
Jan 31, 2022
Q4 2021
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
15K+ 26.76% |
$1.08M - $1.17M
|
71K
$5.3M
|
|
|
Feb 15, 2022
Q4 2021
|
Resolute Financial, LLC
|
BUY
|
- |
14.9KNew |
$1.08M - $1.16M
|
14.9K
$1.11M
|
|
|
Jan 31, 2022
Q4 2021
|
Financial Life Advisors
|
BUY
|
- |
14.9K+ 3.9% |
$1.08M - $1.16M
|
397K
$29.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
14.6K+ 329.7% |
$1.05M - $1.13M
|
19K
$1.42M
|
|
|
Jan 27, 2022
Q4 2021
|
Dan L Duncan Foundation
Houston, TX |
BUY
|
- |
14.5K+ 1.76% |
$1.05M - $1.13M
|
841K
$62.8M
|
|
|
Feb 07, 2022
Q4 2021
|
Dt Investment Partners, LLC
|
BUY
|
- |
14.5K+ 3.83% |
$1.05M - $1.12M
|
392K
$29.3M
|
|
|
Jan 20, 2022
Q4 2021
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
14.4K+ 6.7% |
$1.04M - $1.12M
|
229K
$17.1M
|
|
|
Jan 31, 2022
Q4 2021
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
14.2K+ 7.71% |
$1.03M - $1.11M
|
199K
$14.8M
|
|
|
Feb 04, 2022
Q4 2021
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
14.2K+ 8.11% |
$1.02M - $1.1M
|
189K
$14.1M
|
|
|
Feb 07, 2022
Q4 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
14.1KNew |
$1.02M - $1.09M
|
14.1K
$1.05M
|
|
|
May 25, 2022
Q4 2021
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
14KNew |
$1.01M - $1.09M
|
14K
$1.05M
|
|
|
Feb 11, 2022
Q4 2021
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
13.9KNew |
$1M - $1.08M
|
13.9K
$1.04M
|
|
|
Jan 28, 2022
Q4 2021
|
Guidance Point Advisors, LLC
|
BUY
|
- |
13.8K+ 8.75% |
$998K - $1.07M
|
172K
$12.8M
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
13.7K+ 5.49% |
$994K - $1.07M
|
264K
$19.7M
|
|
|
Feb 10, 2022
Q4 2021
|
Bahl & Gaynor Inc
|
BUY
|
- |
13.5K+ 13.08% |
$978K - $1.05M
|
117K
$8.73M
|
|
|
Feb 15, 2022
Q4 2021
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
13.5K+ 9.77% |
$977K - $1.05M
|
152K
$11.3M
|