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 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
7.85K+ 12.39% |
$568K - $611K
|
71.2K
$5.24M
|
|
|
Jan 19, 2022
Q4 2021
|
Riverview Trust CO
|
BUY
|
- |
7.76K+ 3.66% |
$561K - $603K
|
220K
$16.2M
|
|
|
Jan 24, 2022
Q4 2021
|
Sky Oak Wealth, LLC
|
BUY
|
- |
7.72K+ 15.1% |
$559K - $600K
|
58.8K
$4.33M
|
|
|
Feb 03, 2022
Q4 2021
|
Planned Solutions, Inc.
|
BUY
|
- |
7.7K+ 11.91% |
$557K - $599K
|
72.4K
$5.32M
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
7.68KNew |
$556K - $597K
|
7.68K
$565K
|
|
|
Feb 02, 2022
Q4 2021
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
7.63K+ 5.17% |
$552K - $593K
|
155K
$11.4M
|
|
|
Feb 09, 2022
Q4 2021
|
Ckw Financial Group
|
BUY
|
- |
7.52K+ 0.46% |
$544K - $585K
|
1.64M
$121M
|
|
|
Jan 31, 2022
Q4 2021
|
Peterson Wealth Services
|
BUY
|
- |
7.52KNew |
$544K - $585K
|
7.52K
$553K
|
|
|
Feb 08, 2022
Q4 2021
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
7.5K+ 16.42% |
$543K - $583K
|
53.2K
$3.91M
|
|
|
Feb 10, 2022
Q4 2021
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
7.5K+ 6.32% |
$543K - $583K
|
126K
$9.27M
|
|
|
Apr 12, 2022
Q4 2021
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
7.47KNew |
$541K - $581K
|
7.47K
$549K
|
|
|
Feb 14, 2022
Q4 2021
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
7.37K+ 0.44% |
$533K - $573K
|
1.69M
$125M
|
|
|
Feb 02, 2022
Q4 2021
|
Anson Capital, Inc.
|
BUY
|
- |
7.3KNew |
$528K - $568K
|
7.3K
$537K
|
|
|
Feb 08, 2022
Q4 2021
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
7.28KNew |
$527K - $566K
|
7.28K
$536K
|
|
|
Dec 19, 2023
Q4 2021
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
7.25K+ 3.21% |
$525K - $564K
|
233K
$17.2M
|
|
|
Jan 19, 2022
Q4 2021
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
7.24K+ 5.31% |
$524K - $563K
|
144K
$10.6M
|
|
|
Feb 09, 2022
Q4 2021
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
7.16K+ 3.99% |
$518K - $557K
|
186K
$13.7M
|
|
|
Feb 11, 2022
Q4 2021
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
7.14K+ 136.73% |
$517K - $556K
|
12.4K
$910K
|
|
|
Feb 09, 2022
Q4 2021
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
7.12K+ 3.71% |
$515K - $554K
|
199K
$14.6M
|
|
|
Feb 11, 2022
Q4 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
7.04K+ 15.76% |
$510K - $548K
|
51.7K
$3.8M
|
|
|
May 06, 2022
Q4 2021
|
Empirical Asset Management, LLC
|
BUY
|
- |
7.02KNew |
$508K - $546K
|
7.02K
$516K
|
|
|
Mar 11, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
6.98KNew |
$505K - $542K
|
6.98K
$513K
|
|
|
Apr 19, 2024
Q4 2021
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
6.94K+ 17.68% |
$502K - $539K
|
46.2K
$3.4M
|
|
|
Feb 15, 2022
Q4 2021
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
6.91K+ 75.16% |
$500K - $537K
|
16.1K
$1.18M
|
|
|
Feb 03, 2022
Q4 2021
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
6.78K+ 9.87% |
$490K - $527K
|
75.4K
$5.55M
|
|
|
Feb 11, 2022
Q4 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
6.75K+ 20463.64% |
$489K - $525K
|
6.79K
$499K
|
|
|
Jan 28, 2022
Q4 2021
|
Marietta Wealth Management, LLC
|
BUY
|
- |
6.68K+ 10.52% |
$483K - $520K
|
70.2K
$5.16M
|
|
|
Feb 11, 2022
Q4 2021
|
E Rn Financial, LLC
|
BUY
|
- |
6.63K+ 10.41% |
$480K - $516K
|
70.3K
$5.17M
|
|
|
Apr 28, 2022
Q4 2021
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
6.63KNew |
$480K - $516K
|
6.63K
$488K
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
6.61KNew |
$478K - $514K
|
6.61K
$486K
|
|
|
Oct 02, 2024
Q4 2021
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
6.6KNew |
$478K - $513K
|
6.6K
$486K
|
|
|
Jan 19, 2022
Q4 2021
|
Cypress Wealth Services, LLC
|
BUY
|
- |
6.56K+ 38.48% |
$475K - $510K
|
23.6K
$1.74M
|
|
|
Feb 10, 2022
Q4 2021
|
Stone Point Wealth LLC
|
BUY
|
- |
6.53KNew |
$473K - $508K
|
6.53K
$480K
|
|
|
Feb 11, 2022
Q4 2021
|
Plancorp, LLC
|
BUY
|
- |
6.5K+ 7.7% |
$470K - $506K
|
90.9K
$6.68M
|
|
|
Feb 15, 2022
Q4 2021
|
Armbruster Capital Management, Inc.
|
BUY
|
- |
6.44K+ 9.81% |
$466K - $501K
|
72.1K
$5.3M
|
|
|
Jan 26, 2022
Q4 2021
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
6.42K+ 689.8% |
$465K - $499K
|
7.35K
$541K
|
|
|
May 26, 2022
Q4 2021
|
Mc Cutchen Group LLC
|
BUY
|
- |
6.41K+ 2.72% |
$464K - $498K
|
242K
$17.8M
|
|
|
Feb 08, 2022
Q4 2021
|
Navalign, LLC
|
BUY
|
- |
6.41K+ 23.94% |
$464K - $498K
|
33.2K
$2.44M
|
|
|
Feb 07, 2022
Q4 2021
|
Phillips Financial Management, LLC
|
BUY
|
- |
6.39K+ 7.85% |
$462K - $496K
|
87.7K
$6.45M
|
|
|
Feb 10, 2022
Q4 2021
|
Comerica Securities,Inc.
|
BUY
|
- |
6.38K+ 5.94% |
$462K - $496K
|
114K
$8.37M
|
|
|
Feb 14, 2022
Q4 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
6.31K+ 42.62% |
$457K - $491K
|
21.1K
$1.55M
|
|
|
Feb 08, 2022
Q4 2021
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
6.23K+ 18.23% |
$451K - $485K
|
40.4K
$2.97M
|
|
|
Feb 09, 2022
Q4 2021
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
6.23K+ 7.15% |
$451K - $485K
|
93.4K
$6.87M
|
|
|
Feb 11, 2022
Q4 2021
|
Cutler Investment Counsel LLC
|
BUY
|
- |
6.13K+ 2.62% |
$443K - $476K
|
240K
$17.6M
|
|
|
Jan 19, 2022
Q4 2021
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
6.11K+ 5.55% |
$442K - $475K
|
116K
$8.55M
|
|
|
Feb 10, 2022
Q4 2021
|
Meristem Family Wealth, LLC
Minnetonka, MN |
BUY
|
- |
6.1KNew |
$442K - $475K
|
6.1K
$449K
|
|
|
Feb 14, 2022
Q4 2021
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
6.08K+ 8.34% |
$440K - $473K
|
79K
$5.81M
|
|
|
Feb 11, 2022
Q4 2021
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
6.05KNew |
$438K - $470K
|
6.05K
$445K
|
|
|
Feb 01, 2022
Q4 2021
|
Gryphon Financial Partners LLC
|
BUY
|
- |
6.02K+ 100.99% |
$435K - $468K
|
12K
$881K
|
|
|
Feb 08, 2022
Q4 2021
|
First Trust Advisors LP
Wheaton, IL |
BUY
|
- |
6.02K+ 3.41% |
$435K - $468K
|
182K
$13.4M
|