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
|
Aspire Private Capital, LLC
|
BUY
|
- |
120+ 4.97% |
$8.68K - $9.33K
|
2.53K
$186K
|
|
|
Feb 10, 2022
Q4 2021
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
116+ 3.43% |
$8.39K - $9.02K
|
3.5K
$257K
|
|
|
Jan 11, 2022
Q4 2021
|
Rvw Wealth, LLC
|
BUY
|
- |
116+ 1.35% |
$8.39K - $9.02K
|
8.7K
$640K
|
|
|
Jan 26, 2022
Q4 2021
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
116+ 1.56% |
$8.39K - $9.02K
|
7.57K
$556K
|
|
|
Feb 02, 2022
Q4 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
116+ 67.84% |
$8.39K - $9.02K
|
287
$21.1K
|
|
|
Jul 17, 2024
Q4 2021
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
115+ 22.95% |
$8.32K - $8.94K
|
616
$45.3K
|
|
|
Feb 03, 2022
Q4 2021
|
Savior LLC
|
BUY
|
- |
112+ 42.59% |
$8.1K - $8.71K
|
375
$27.6K
|
|
|
Feb 11, 2022
Q4 2021
|
Renasant Bank
|
BUY
|
- |
111+ 0.75% |
$8.03K - $8.63K
|
15K
$1.1M
|
|
|
Feb 10, 2022
Q4 2021
|
Hardy Reed LLC
|
BUY
|
- |
108+ 0.08% |
$7.81K - $8.4K
|
144K
$10.6M
|
|
|
Feb 01, 2022
Q4 2021
|
Merriman Wealth Management, LLC
|
BUY
|
- |
108+ 0.2% |
$7.81K - $8.4K
|
53K
$3.9M
|
|
|
Jan 18, 2022
Q4 2021
|
Bcs Wealth Management
|
BUY
|
- |
105+ 0.13% |
$7.6K - $8.16K
|
83.9K
$6.17M
|
|
|
Jan 19, 2022
Q4 2021
|
West Coast Financial LLC
|
BUY
|
- |
102+ 2.66% |
$7.38K - $7.93K
|
3.94K
$290K
|
|
|
Feb 08, 2022
Q4 2021
|
Madden Advisory Services, Inc.
|
BUY
|
- |
98+ 1.19% |
$7.09K - $7.62K
|
8.32K
$611K
|
|
|
Feb 11, 2022
Q4 2021
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
98+ 2.33% |
$7.09K - $7.62K
|
4.31K
$317K
|
|
|
Feb 11, 2022
Q4 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
91+ 1.36% |
$6.58K - $7.08K
|
6.8K
$500K
|
|
|
Jan 20, 2022
Q4 2021
|
Efficient Advisors, LLC
|
BUY
|
- |
89+ 1.14% |
$6.44K - $6.92K
|
7.88K
$579K
|
|
|
Feb 09, 2022
Q4 2021
|
Archer Investment Corp
|
BUY
|
- |
84+ 3.86% |
$6.08K - $6.53K
|
2.26K
$166K
|
|
|
Feb 09, 2022
Q4 2021
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
80+ 1.83% |
$5.79K - $6.22K
|
4.44K
$327K
|
|
|
Feb 01, 2022
Q4 2021
|
First Bank & Trust
|
BUY
|
- |
78+ 24.61% |
$5.64K - $6.07K
|
395
$29K
|
|
|
Jan 31, 2022
Q4 2021
|
Graypoint LLC
|
BUY
|
- |
78+ 0.1% |
$5.64K - $6.07K
|
74.9K
$5.51M
|
|
|
Feb 01, 2022
Q4 2021
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
78+ 0.28% |
$5.64K - $6.07K
|
27.8K
$2.04M
|
|
|
Jan 14, 2022
Q4 2021
|
Piscataqua Savings Bank
|
BUY
|
- |
75+ 16.89% |
$5.43K - $5.83K
|
519
$38.2K
|
|
|
Jan 14, 2022
Q4 2021
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
75+ 3.8% |
$5.43K - $5.83K
|
2.05K
$151K
|
|
|
Mar 17, 2022
Q4 2021
|
Optimum Investment Advisors
|
BUY
|
- |
73+ 5.64% |
$5.28K - $5.68K
|
1.37K
$101K
|
|
|
Jan 24, 2022
Q4 2021
|
Cordasco Financial Network
|
BUY
|
- |
70+ 0.59% |
$5.07K - $5.44K
|
12K
$882K
|
|
|
Feb 10, 2022
Q4 2021
|
3 D/L Capital Management, LLC
|
BUY
|
- |
69+ 1.06% |
$4.99K - $5.37K
|
6.57K
$483K
|
|
|
Feb 09, 2022
Q4 2021
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
69+ 2.41% |
$4.99K - $5.37K
|
2.93K
$216K
|
|
|
Jan 31, 2022
Q4 2021
|
Focused Wealth Management, Inc
|
BUY
|
- |
67New |
$4.85K - $5.21K
|
67
$4.93K
|
|
|
May 17, 2022
Q4 2021
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
66New |
$4.78K - $5.13K
|
66
$4.85K
|
|
|
Jan 19, 2022
Q4 2021
|
Sol Capital Management CO
|
BUY
|
- |
65+ 0.39% |
$4.7K - $5.05K
|
16.9K
$1.24M
|
|
|
Feb 11, 2022
Q4 2021
|
Krs Capital Management, LLC
|
BUY
|
- |
63New |
$4.56K - $4.9K
|
63
$4.63K
|
|
|
Feb 14, 2022
Q4 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
59+ 21.93% |
$4.27K - $4.59K
|
328
$24.1K
|
|
|
Feb 07, 2022
Q4 2021
|
Schiavi & CO LLC
Wilmington, DE |
BUY
|
- |
58+ 1.59% |
$4.2K - $4.51K
|
3.72K
$273K
|
|
|
Jan 18, 2022
Q4 2021
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
57+ 1.07% |
$4.12K - $4.43K
|
5.4K
$397K
|
|
|
Jan 20, 2022
Q4 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
56+ 0.49% |
$4.05K - $4.35K
|
11.5K
$842K
|
|
|
Feb 08, 2022
Q4 2021
|
Live Oak Private Wealth LLC
|
BUY
|
- |
55+ 1.01% |
$3.98K - $4.28K
|
5.48K
$403K
|
|
|
Feb 08, 2022
Q4 2021
|
Simon Quick Advisors, LLC
|
BUY
|
- |
52+ 1.78% |
$3.76K - $4.04K
|
2.98K
$219K
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
50New |
$3.62K - $3.89K
|
50
$3.68K
|
|
|
Jan 25, 2022
Q4 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
50+ 1.74% |
$3.62K - $3.89K
|
2.92K
$215K
|
|
|
Feb 11, 2022
Q4 2021
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
50+ 0.46% |
$3.62K - $3.89K
|
10.9K
$803K
|
|
|
Jan 31, 2022
Q4 2021
|
Annex Advisory Services, LLC
|
BUY
|
- |
49+ 0.6% |
$3.55K - $3.81K
|
8.18K
$602K
|
|
|
Feb 08, 2022
Q4 2021
|
West Bancorporation Inc
|
BUY
|
- |
48+ 3.01% |
$3.47K - $3.73K
|
1.64K
$121K
|
|
|
Feb 10, 2022
Q4 2021
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
46+ 1.59% |
$3.33K - $3.58K
|
2.94K
$216K
|
|
|
Jan 18, 2022
Q4 2021
|
Acg Wealth
|
BUY
|
- |
44+ 1.13% |
$3.18K - $3.42K
|
3.92K
$288K
|
|
|
Feb 11, 2022
Q4 2021
|
Lowell Blake & Associates Inc.
Boston, MA |
BUY
|
- |
44+ 1.43% |
$3.18K - $3.42K
|
3.13K
$230K
|
|
|
Jan 18, 2022
Q4 2021
|
Parkside Investments, LLC
|
BUY
|
- |
42+ 0.53% |
$3.04K - $3.27K
|
7.97K
$586K
|
|
|
Feb 14, 2022
Q4 2021
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
42+ 1.04% |
$3.04K - $3.27K
|
4.07K
$299K
|
|
|
Feb 08, 2022
Q4 2021
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
41New |
$2.97K - $3.19K
|
41
$3.02K
|
|
|
Feb 14, 2022
Q4 2021
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
41+ 0.11% |
$2.97K - $3.19K
|
37.3K
$2.75M
|
|
|
Feb 04, 2022
Q4 2021
|
Advisory Alpha, LLC
|
BUY
|
- |
38+ 0.4% |
$2.75K - $2.95K
|
9.44K
$694K
|