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 14, 2022
Q4 2021
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
3.44K+ 1.83% |
$249K - $267K
|
192K
$14.1M
|
|
|
Feb 15, 2022
Q4 2021
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
3.42KNew |
$247K - $266K
|
3.42K
$251K
|
|
|
Feb 14, 2022
Q4 2021
|
Keystone Wealth Services, LLC
|
BUY
|
- |
3.38KNew |
$244K - $263K
|
3.38K
$249K
|
|
|
Feb 10, 2022
Q4 2021
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
3.38K+ 63.63% |
$244K - $262K
|
8.68K
$639K
|
|
|
May 31, 2023
Q4 2021
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
3.36KNew |
$243K - $261K
|
3.36K
$247K
|
|
|
Jan 26, 2022
Q4 2021
|
Rhs Financial, LLC
|
BUY
|
- |
3.34KNew |
$242K - $260K
|
3.34K
$246K
|
|
|
May 02, 2022
Q4 2021
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
3.28KNew |
$237K - $255K
|
3.28K
$241K
|
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
BUY
|
- |
3.24K+ 7.19% |
$234K - $252K
|
48.3K
$3.55M
|
|
|
Feb 04, 2022
Q4 2021
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
3.23K+ 14.97% |
$234K - $251K
|
24.8K
$1.83M
|
|
|
Feb 14, 2022
Q4 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
3.23K+ 3.12% |
$234K - $251K
|
107K
$7.84M
|
|
|
Jan 31, 2022
Q4 2021
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
3.22K+ 7.87% |
$233K - $250K
|
44.1K
$3.24M
|
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
3.15K+ 30.92% |
$228K - $245K
|
13.3K
$980K
|
|
|
Feb 17, 2022
Q4 2021
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
3.14KNew |
$227K - $244K
|
3.14K
$231K
|
|
|
Jan 18, 2022
Q4 2021
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
3.13K+ 55.26% |
$226K - $243K
|
8.79K
$646K
|
|
|
Feb 02, 2022
Q4 2021
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
3.12K+ 80.66% |
$225K - $242K
|
6.98K
$513K
|
|
|
Feb 14, 2022
Q4 2021
|
Barry Investment Advisors, LLC
|
BUY
|
- |
3.05KNew |
$221K - $237K
|
3.05K
$224K
|
|
|
Jan 31, 2022
Q4 2021
|
Bray Capital Advisors
|
BUY
|
- |
3.05K+ 4.18% |
$220K - $237K
|
75.8K
$5.58M
|
|
|
May 13, 2022
Q4 2021
|
Mechanics Financial Corp
|
BUY
|
- |
3.01KNew |
$218K - $234K
|
3.01K
$221K
|
|
|
Jan 24, 2022
Q4 2021
|
One Advisory Partners, LLC
|
BUY
|
- |
2.98K+ 31.16% |
$216K - $232K
|
12.6K
$924K
|
|
|
Jan 31, 2022
Q4 2021
|
Ledyard National Bank
|
BUY
|
- |
2.98K+ 0.6% |
$215K - $231K
|
496K
$36.5M
|
|
|
Jan 12, 2022
Q4 2021
|
Center For Asset Management LLC
|
BUY
|
- |
2.97K+ 17.5% |
$215K - $231K
|
19.9K
$1.47M
|
|
|
Jan 24, 2022
Q4 2021
|
Ellevest, Inc.
|
BUY
|
- |
2.95K+ 4.05% |
$213K - $229K
|
75.7K
$5.57M
|
|
|
Feb 14, 2022
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.92K+ 6.39% |
$212K - $227K
|
48.7K
$3.58M
|
|
|
Dec 13, 2023
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.92K+ 6.39% |
$212K - $227K
|
48.7K
$3.58M
|
|
|
Jan 25, 2022
Q4 2021
|
Columbia Advisory Partners LLC
|
BUY
|
- |
2.91KNew |
$210K - $226K
|
2.91K
$214K
|
|
|
Feb 09, 2022
Q4 2021
|
Washington Trust CO
|
BUY
|
- |
2.91K+ 1.43% |
$210K - $226K
|
207K
$15.2M
|
|
|
Feb 01, 2022
Q4 2021
|
Traynor Capital Management, Inc.
|
BUY
|
- |
2.9KNew |
$210K - $226K
|
2.9K
$213K
|
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
2.89K+ 19286.67% |
$209K - $225K
|
2.91K
$214K
|
|
|
Feb 18, 2022
Q4 2021
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
2.88KNew |
$209K - $224K
|
2.88K
$212K
|
|
|
May 13, 2022
Q4 2021
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
2.87KNew |
$208K - $223K
|
2.87K
$211K
|
|
|
Apr 05, 2022
Q4 2021
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
2.87KNew |
$208K - $223K
|
2.87K
$211K
|
|
|
Feb 17, 2022
Q4 2021
|
V Wealth Advisors LLC
|
BUY
|
- |
2.84K+ 14.6% |
$206K - $221K
|
22.3K
$1.64M
|
|
|
Jan 18, 2022
Q4 2021
|
Courier Capital LLC
|
BUY
|
- |
2.84K+ 31.87% |
$205K - $221K
|
11.7K
$864K
|
|
|
Feb 01, 2022
Q4 2021
|
Palisade Asset Management, LLC
|
BUY
|
- |
2.84K+ 16.95% |
$205K - $221K
|
19.6K
$1.44M
|
|
|
Feb 11, 2022
Q4 2021
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
2.77KNew |
$200K - $215K
|
2.77K
$204K
|
|
|
Feb 07, 2022
Q4 2021
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
2.76KNew |
$200K - $215K
|
2.76K
$203K
|
|
|
Jan 10, 2022
Q4 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
2.75K+ 6.78% |
$199K - $214K
|
43.3K
$3.19M
|
|
|
Feb 15, 2022
Q4 2021
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
2.75K+ 9.21% |
$199K - $214K
|
32.6K
$2.4M
|
|
|
Jan 21, 2022
Q4 2021
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
2.73KNew |
$198K - $213K
|
2.73K
$201K
|
|
|
Feb 14, 2022
Q4 2021
|
Camden National Bank
Camden, ME |
BUY
|
- |
2.72KNew |
$197K - $212K
|
2.72K
$200K
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthgate Family Office, LLC
|
BUY
|
- |
2.71KNew |
$196K - $211K
|
2.71K
$200K
|
|
|
Feb 07, 2022
Q4 2021
|
Bridgewater Advisors Inc.
|
BUY
|
- |
2.71KNew |
$196K - $211K
|
2.71K
$199K
|
|
|
Jan 27, 2022
Q4 2021
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
2.7K+ 13.86% |
$196K - $210K
|
22.2K
$1.63M
|
|
|
Feb 04, 2022
Q4 2021
|
Destination Wealth Management
|
BUY
|
- |
2.7KNew |
$195K - $210K
|
2.7K
$199K
|
|
|
Feb 02, 2022
Q4 2021
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
2.7KNew |
$195K - $210K
|
2.7K
$198K
|
|
|
Oct 18, 2024
Q4 2021
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
2.7KNew |
$195K - $210K
|
2.7K
$198K
|
|
|
Feb 02, 2022
Q4 2021
|
Aull & Monroe Investment Management Corp
Mobile, AL |
BUY
|
- |
2.67KNew |
$193K - $208K
|
2.67K
$197K
|
|
|
Jan 25, 2022
Q4 2021
|
Gofen & Glossberg LLC
|
BUY
|
- |
2.65K+ 1.81% |
$191K - $206K
|
149K
$10.9M
|
|
|
Feb 15, 2022
Q4 2021
|
Innealta Capital, LLC
Austin, TX |
BUY
|
- |
2.63K+ 12.99% |
$191K - $205K
|
22.9K
$1.69M
|
|
|
Jan 12, 2022
Q4 2021
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
2.63K+ 1.88% |
$190K - $205K
|
143K
$10.5M
|