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 10, 2022
Q4 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-615- 2.0% |
$44.5K - $47.8K
|
30.2K
$2.22M
|
|
|
Feb 15, 2022
Q4 2021
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-632- 2.17% |
$45.7K - $49.1K
|
28.5K
$2.1M
|
|
|
Feb 16, 2022
Q4 2021
|
Dean, Jacobson Financial Services, LLC
|
SELL
|
- |
-632- 0.22% |
$45.7K - $49.1K
|
292K
$21.5M
|
|
|
Jan 26, 2022
Q4 2021
|
Flc Capital Advisors
|
SELL
|
- |
-658- 2.47% |
$47.6K - $51.2K
|
26K
$1.91M
|
|
|
Feb 08, 2022
Q4 2021
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-665- 0.31% |
$48.1K - $51.7K
|
214K
$15.8M
|
|
|
Jan 31, 2022
Q4 2021
|
Adviser Investments LLC
|
SELL
|
- |
-679- 3.66% |
$49.1K - $52.8K
|
17.8K
$1.31M
|
|
|
Jan 31, 2022
Q4 2021
|
Beacon Harbor Wealth Advisors, Inc.
|
SELL
|
- |
-711- 0.93% |
$51.4K - $55.3K
|
75.9K
$5.58M
|
|
|
Feb 07, 2022
Q4 2021
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-713- 5.24% |
$51.6K - $55.4K
|
12.9K
$949K
|
|
|
Feb 24, 2022
Q4 2021
|
Rovin Capital
|
SELL
|
- |
-714- 14.7% |
$51.7K - $55.5K
|
4.14K
$305K
|
|
|
Feb 15, 2022
Q4 2021
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-738- 0.11% |
$53.4K - $57.4K
|
695K
$51.1M
|
|
|
Feb 04, 2022
Q4 2021
|
First Personal Financial Services
|
SELL
|
- |
-742- 52.74% |
$53.7K - $57.7K
|
665
$48.9K
|
|
|
Feb 01, 2022
Q4 2021
|
Calamos Wealth Management LLC
|
SELL
|
- |
-744- 1.28% |
$53.8K - $57.9K
|
57.5K
$4.23M
|
|
|
Jan 19, 2022
Q4 2021
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-745- 13.15% |
$53.9K - $57.9K
|
4.92K
$362K
|
|
|
Feb 04, 2022
Q4 2021
|
Investment Partners, Ltd.
|
SELL
|
- |
-767- 0.73% |
$55.5K - $59.6K
|
104K
$7.62M
|
|
|
Jan 14, 2022
Q4 2021
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-785- 0.31% |
$56.8K - $61K
|
254K
$18.6M
|
|
|
Feb 11, 2022
Q4 2021
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-820- 8.3% |
$59.3K - $63.8K
|
9.06K
$666K
|
|
|
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-824- 9.15% |
$59.6K - $64.1K
|
8.18K
$601K
|
|
|
Feb 02, 2022
Q4 2021
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-842Closed |
$60.9K - $65.5K
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Peoples Bank
|
SELL
|
- |
-846- 1.61% |
$61.2K - $65.8K
|
51.8K
$3.81M
|
|
|
Feb 11, 2022
Q4 2021
|
Cooper Financial Group
|
SELL
|
- |
-848- 21.81% |
$61.4K - $65.9K
|
3.04K
$224K
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-857Closed |
$62K - $66.6K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-861Closed |
$62.3K - $67K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-865- 8.66% |
$62.6K - $67.3K
|
9.13K
$671K
|
|
|
Feb 04, 2022
Q4 2021
|
F3 Logic, LLC
|
SELL
|
- |
-877- 0.18% |
$63.5K - $68.2K
|
496K
$36.5M
|
|
|
Jan 26, 2022
Q4 2021
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-881- 1.07% |
$63.7K - $68.5K
|
81.3K
$5.98M
|
|
|
Jan 25, 2022
Q4 2021
|
Pds Planning, Inc
|
SELL
|
- |
-921- 0.97% |
$66.6K - $71.6K
|
94.2K
$6.92M
|
|
|
Feb 09, 2022
Q4 2021
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-927- 16.9% |
$67.1K - $72.1K
|
4.56K
$335K
|
|
|
Feb 14, 2022
Q4 2021
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-941- 5.4% |
$68.1K - $73.2K
|
16.5K
$1.21M
|
|
|
Feb 09, 2022
Q4 2021
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-947- 21.53% |
$68.5K - $73.6K
|
3.45K
$254K
|
|
|
Jan 26, 2022
Q4 2021
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-962- 2.44% |
$69.6K - $74.8K
|
38.4K
$2.83M
|
|
|
Feb 04, 2022
Q4 2021
|
Corbett Road Capital Management, LLC
Mclean, VA |
SELL
|
- |
-984- 14.73% |
$71.2K - $76.5K
|
5.7K
$419K
|
|
|
Feb 08, 2022
Q4 2021
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-987- 1.69% |
$71.4K - $76.7K
|
57.5K
$4.23M
|
|
|
Feb 14, 2022
Q4 2021
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-999- 3.22% |
$72.3K - $77.7K
|
30K
$2.21M
|
|
|
Jan 27, 2022
Q4 2021
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.03K- 16.04% |
$74.2K - $79.8K
|
5.37K
$395K
|
|
|
Feb 09, 2022
Q4 2021
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-1.04K- 28.94% |
$74.9K - $80.5K
|
2.54K
$187K
|
|
|
Feb 10, 2022
Q4 2021
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-1.04KClosed |
$75.2K - $80.8K
|
0
$0
|
|
|
Jan 06, 2022
Q4 2021
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-1.06K- 19.89% |
$76.4K - $82.1K
|
4.25K
$313K
|
|
|
Feb 07, 2022
Q4 2021
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-1.06K- 12.69% |
$76.6K - $82.3K
|
7.28K
$535K
|
|
|
Feb 11, 2022
Q4 2021
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-1.12K- 3.11% |
$81.3K - $87.3K
|
35K
$2.57M
|
|
|
Feb 15, 2022
Q4 2021
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-1.13K- 24.36% |
$81.7K - $87.8K
|
3.51K
$258K
|
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.13K- 2.62% |
$81.8K - $87.9K
|
42K
$3.09M
|
|
|
Feb 08, 2022
Q4 2021
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-1.18K- 10.45% |
$85.4K - $91.8K
|
10.1K
$744K
|
|
|
Feb 11, 2022
Q4 2021
|
Rice Partnership, LLC
|
SELL
|
- |
-1.26KClosed |
$91.1K - $97.9K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-1.32K- 21.08% |
$95.5K - $103K
|
4.94K
$363K
|
|
|
Feb 11, 2022
Q4 2021
|
Ford Financial Group, LLC
|
SELL
|
- |
-1.38K- 0.63% |
$99.9K - $107K
|
216K
$15.9M
|
|
|
Feb 04, 2022
Q4 2021
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-1.41K- 12.88% |
$102K - $110K
|
9.53K
$701K
|
|
|
Apr 21, 2022
Q4 2021
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-1.51KClosed |
$109K - $117K
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-1.69K- 14.11% |
$123K - $132K
|
10.3K
$758K
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthsource Partners, LLC
|
SELL
|
- |
-1.78K- 1.38% |
$129K - $138K
|
127K
$9.34M
|
|
|
Feb 14, 2022
Q4 2021
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-1.84K- 0.91% |
$133K - $143K
|
202K
$14.8M
|