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 |
|---|---|---|---|---|---|---|---|
|
Jan 04, 2022
Q4 2021
|
Park National Corp
|
SELL
|
- |
-36- 1.26% |
$2.6K - $2.8K
|
2.82K
$197K
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-39- 2.38% |
$2.82K - $3.03K
|
1.6K
$111K
|
|
|
Feb 03, 2022
Q4 2021
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-39Closed |
$2.82K - $3.03K
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-44- 1.13% |
$3.18K - $3.42K
|
3.86K
$269K
|
|
|
Feb 10, 2022
Q4 2021
|
Dakota Wealth Management
|
SELL
|
- |
-48- 1.27% |
$3.47K - $3.73K
|
3.74K
$261K
|
|
|
Jan 19, 2022
Q4 2021
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-50Closed |
$3.62K - $3.89K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Townsend Asset Management Corp
|
SELL
|
- |
-50- 0.62% |
$3.62K - $3.89K
|
7.99K
$557K
|
|
|
Feb 11, 2022
Q4 2021
|
Journey Advisory Group, LLC
|
SELL
|
- |
-53- 1.44% |
$3.84K - $4.12K
|
3.63K
$253K
|
|
|
Feb 08, 2022
Q4 2021
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-58Closed |
$4.2K - $4.51K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-61- 0.25% |
$4.41K - $4.74K
|
24.5K
$1.71M
|
|
|
Jan 10, 2022
Q4 2021
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-63- 0.28% |
$4.56K - $4.9K
|
22.7K
$1.58M
|
|
|
Feb 08, 2022
Q4 2021
|
Parisi Gray Wealth Management
|
SELL
|
- |
-74- 0.68% |
$5.35K - $5.75K
|
10.8K
$751K
|
|
|
Feb 09, 2022
Q4 2021
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-75- 1.7% |
$5.43K - $5.83K
|
4.35K
$303K
|
|
|
Jan 28, 2022
Q4 2021
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-89- 2.91% |
$6.44K - $6.92K
|
2.97K
$207K
|
|
|
Feb 11, 2022
Q4 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-90- 0.58% |
$6.51K - $7K
|
15.5K
$1.08M
|
|
|
Jan 28, 2022
Q4 2021
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-92- 3.28% |
$6.66K - $7.15K
|
2.72K
$189K
|
|
|
Jan 21, 2022
Q4 2021
|
Allworth Financial LP
|
SELL
|
- |
-97- 0.2% |
$7.02K - $7.54K
|
49K
$3.42M
|
|
|
Feb 16, 2022
Q4 2021
|
Covington Capital Management
|
SELL
|
- |
-99- 1.16% |
$7.16K - $7.7K
|
8.47K
$591K
|
|
|
Feb 04, 2022
Q4 2021
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-100- 2.3% |
$7.24K - $7.78K
|
4.25K
$296K
|
|
|
Feb 14, 2022
Q4 2021
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-106Closed |
$7.67K - $8.24K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
True Private Wealth Advisors
|
SELL
|
- |
-106- 0.72% |
$7.67K - $8.24K
|
14.6K
$1.02M
|
|
|
Mar 23, 2023
Q4 2021
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-115- 0.91% |
$8.32K - $8.94K
|
12.5K
$875K
|
|
|
Feb 11, 2022
Q4 2021
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-118Closed |
$8.54K - $9.18K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Valley National Advisers Inc
|
SELL
|
- |
-128- 47.23% |
$9.26K - $9.95K
|
143
$9.97K
|
|
|
Feb 14, 2022
Q4 2021
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-129- 0.41% |
$9.33K - $10K
|
31.7K
$2.21M
|
|
|
Feb 02, 2022
Q4 2021
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-130- 1.96% |
$9.41K - $10.1K
|
6.5K
$453K
|
|
|
Feb 10, 2022
Q4 2021
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-132- 2.99% |
$9.55K - $10.3K
|
4.28K
$299K
|
|
|
Feb 01, 2022
Q4 2021
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-134- 22.19% |
$9.7K - $10.4K
|
470
$32.8K
|
|
|
Jan 20, 2022
Q4 2021
|
High Mark Wealth Management LLC
|
SELL
|
- |
-137- 3.8% |
$9.91K - $10.7K
|
3.46K
$242K
|
|
|
Feb 11, 2022
Q4 2021
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-137- 2.98% |
$9.91K - $10.7K
|
4.46K
$311K
|
|
|
Jan 21, 2022
Q4 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-139- 0.39% |
$10.1K - $10.8K
|
35.4K
$2.47M
|
|
|
Jan 19, 2022
Q4 2021
|
Hudock, Inc.
|
SELL
|
- |
-143- 12.06% |
$10.3K - $11.1K
|
1.04K
$72.7K
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-143- 3.4% |
$10.3K - $11.1K
|
4.06K
$283K
|
|
|
Jan 20, 2022
Q4 2021
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-146- 3.23% |
$10.6K - $11.4K
|
4.37K
$305K
|
|
|
Feb 03, 2022
Q4 2021
|
Jnba Financial Advisors
|
SELL
|
- |
-147- 3.31% |
$10.6K - $11.4K
|
4.3K
$300K
|
|
|
Feb 07, 2022
Q4 2021
|
Atlas Private Wealth Management
|
SELL
|
- |
-150- 2.9% |
$10.9K - $11.7K
|
5.02K
$350K
|
|
|
Feb 28, 2022
Q4 2021
|
Camden Capital, LLC
|
SELL
|
- |
-156- 3.16% |
$11.3K - $12.1K
|
4.79K
$334K
|
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-159- 14.36% |
$11.5K - $12.4K
|
948
$66.1K
|
|
|
Feb 11, 2022
Q4 2021
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-163- 0.08% |
$11.8K - $12.7K
|
213K
$14.8M
|
|
|
Feb 15, 2022
Q4 2021
|
Stokes Family Office, LLC
|
SELL
|
- |
-167- 0.09% |
$12.1K - $13K
|
178K
$12.4M
|
|
|
Feb 11, 2022
Q4 2021
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-175- 2.19% |
$12.7K - $13.6K
|
7.81K
$545K
|
|
|
Jan 13, 2022
Q4 2021
|
Apella Capital, LLC
|
SELL
|
- |
-179- 1.99% |
$13K - $13.9K
|
8.83K
$616K
|
|
|
Feb 03, 2022
Q4 2021
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-179- 6.43% |
$13K - $13.9K
|
2.61K
$182K
|
|
|
Feb 07, 2022
Q4 2021
|
Rede Wealth, LLC
|
SELL
|
- |
-183- 3.65% |
$13.2K - $14.2K
|
4.83K
$337K
|
|
|
Jan 26, 2022
Q4 2021
|
Capital City Trust CO
|
SELL
|
- |
-194- 5.97% |
$14K - $15.1K
|
3.06K
$213K
|
|
|
Feb 09, 2022
Q4 2021
|
Sandhill Capital Partners LLC
Buffalo, NY |
SELL
|
- |
-196- 3.94% |
$14.2K - $15.2K
|
4.78K
$334K
|
|
|
Jan 31, 2022
Q4 2021
|
Capital Planning LLC
|
SELL
|
- |
-197- 0.53% |
$14.3K - $15.3K
|
37.3K
$2.6M
|
|
|
Feb 03, 2022
Q4 2021
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-200- 4.26% |
$14.5K - $15.6K
|
4.49K
$313K
|
|
|
Jan 28, 2022
Q4 2021
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-201Closed |
$14.5K - $15.6K
|
0
$0
|
|
|
Jan 14, 2022
Q4 2021
|
Access Financial Services, Inc.
|
SELL
|
- |
-203- 0.99% |
$14.7K - $15.8K
|
20.4K
$1.42M
|