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 21, 2022
Q4 2021
|
Columbus Macro, LLC
|
SELL
|
- |
-3.48K- 5.58% |
$252K - $271K
|
58.8K
$4.1M
|
|
|
Jan 19, 2022
Q4 2021
|
Defined Wealth Management, LLC
|
SELL
|
- |
-3.63K- 10.08% |
$262K - $282K
|
32.3K
$2.26M
|
|
|
Feb 15, 2022
Q4 2021
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-3.71K- 4.46% |
$268K - $288K
|
79.4K
$5.54M
|
|
|
Feb 02, 2022
Q4 2021
|
New York State Common Retirement Fund
|
SELL
|
- |
-4.04K- 67.22% |
$292K - $314K
|
1.97K
$137K
|
|
|
Feb 14, 2022
Q4 2021
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-4.06K- 15.45% |
$293K - $315K
|
22.2K
$1.55M
|
|
|
Feb 14, 2022
Q4 2021
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-4.09KClosed |
$296K - $318K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-4.23K- 97.29% |
$306K - $329K
|
118
$8.23K
|
|
|
Jan 18, 2022
Q4 2021
|
Monument Capital Management
|
SELL
|
- |
-4.28KClosed |
$310K - $333K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
SELL
|
- |
-4.33K- 34.7% |
$314K - $337K
|
8.15K
$569K
|
|
|
Feb 11, 2022
Q4 2021
|
W.G. Shaheen & Associates Dba Whitney & CO
|
SELL
|
- |
-4.45KClosed |
$322K - $346K
|
0
$0
|
|
|
Feb 23, 2022
Q4 2021
|
Simplex Trading, LLC
|
SELL
|
- |
-4.6K- 94.63% |
$332K - $357K
|
261
$18.2K
|
|
|
Jan 21, 2022
Q4 2021
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-4.66K- 12.5% |
$337K - $363K
|
32.6K
$2.28M
|
|
|
Feb 02, 2022
Q4 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-4.96KClosed |
$359K - $386K
|
0
$0
|
|
|
Feb 17, 2022
Q4 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-4.99K- 13.41% |
$361K - $388K
|
32.2K
$2.25M
|
|
|
Feb 14, 2022
Q4 2021
|
Rbf Capital, LLC
San Francisco, CA |
SELL
|
- |
-5K- 7.69% |
$362K - $389K
|
60K
$4.19M
|
|
|
Feb 08, 2022
Q4 2021
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-5.05K- 40.1% |
$365K - $393K
|
7.54K
$526K
|
|
|
Jan 28, 2022
Q4 2021
|
Wbh Advisory Inc
|
SELL
|
- |
-5.06K- 3.9% |
$366K - $393K
|
125K
$8.7M
|
|
|
Jan 27, 2022
Q4 2021
|
Vaughan & CO Securities, Inc.
|
SELL
|
- |
-5.26KClosed |
$380K - $409K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-5.53K- 1.18% |
$400K - $430K
|
462K
$32.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-5.71K- 42.4% |
$413K - $444K
|
7.76K
$541K
|
|
|
Feb 14, 2022
Q4 2021
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-5.83K- 37.58% |
$421K - $453K
|
9.68K
$675K
|
|
|
Feb 02, 2022
Q4 2021
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-6.03K- 10.27% |
$436K - $469K
|
52.7K
$3.67M
|
|
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
SELL
|
- |
-6.15K- 3.07% |
$445K - $478K
|
194K
$13.5M
|
|
|
Feb 07, 2022
Q4 2021
|
Daniels&Tansey,Llp
|
SELL
|
- |
-6.24K- 2.29% |
$451K - $485K
|
266K
$18.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-6.33K- 29.44% |
$458K - $492K
|
15.2K
$1.06M
|
|
|
Feb 11, 2022
Q4 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-6.37K- 0.66% |
$461K - $496K
|
957K
$66.7M
|
|
|
Feb 11, 2022
Q4 2021
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-6.46K- 2.72% |
$467K - $502K
|
231K
$16.1M
|
|
|
Feb 10, 2022
Q4 2021
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-6.5K- 16.08% |
$470K - $506K
|
33.9K
$2.37M
|
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-6.57K- 22.92% |
$475K - $511K
|
22.1K
$1.54M
|
|
|
Feb 11, 2022
Q4 2021
|
Coldstream Capital Management Inc
|
SELL
|
- |
-6.65K- 2.56% |
$481K - $517K
|
253K
$17.6M
|
|
|
Feb 04, 2022
Q4 2021
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-7.03KClosed |
$509K - $547K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Massachusetts Financial Services CO
Boston, MA |
SELL
|
- |
-7.14K- 56.51% |
$517K - $555K
|
5.5K
$383K
|
|
|
Feb 10, 2022
Q4 2021
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-7.14K- 16.78% |
$517K - $556K
|
35.4K
$2.47M
|
|
|
Jul 24, 2024
Q4 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-7.3K- 41.04% |
$528K - $568K
|
10.5K
$732K
|
|
|
Feb 14, 2022
Q4 2021
|
Alesco Advisors LLC
Pittsford, NY |
SELL
|
- |
-7.51K- 0.17% |
$544K - $584K
|
4.38M
$305M
|
|
|
Feb 11, 2022
Q4 2021
|
Qcm Cayman, Ltd.
|
SELL
|
- |
-7.66K- 67.01% |
$554K - $596K
|
3.77K
$263K
|
|
|
Jan 13, 2022
Q4 2021
|
Calton & Associates, Inc.
|
SELL
|
- |
-7.67K- 45.32% |
$555K - $596K
|
9.26K
$646K
|
|
|
Feb 01, 2022
Q4 2021
|
Regis Management CO LLC
|
SELL
|
- |
-7.91K- 1.1% |
$573K - $615K
|
713K
$49.7M
|
|
|
Feb 10, 2022
Q4 2021
|
Citigroup Inc
|
SELL
|
- |
-8.13K- 8.56% |
$589K - $632K
|
86.9K
$6.06M
|
|
|
Feb 14, 2022
Q4 2021
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-8.59K- 95.37% |
$621K - $668K
|
417
$29.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-9.16K- 7.74% |
$663K - $713K
|
109K
$7.62M
|
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-9.24K- 9.52% |
$669K - $719K
|
87.8K
$6.12M
|
|
|
Jan 20, 2022
Q4 2021
|
Fusion Family Wealth LLC
|
SELL
|
- |
-9.32K- 6.06% |
$674K - $725K
|
145K
$10.1M
|
|
|
Feb 11, 2022
Q4 2021
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-9.66K- 0.72% |
$699K - $751K
|
1.33M
$93M
|
|
|
Feb 14, 2022
Q4 2021
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-10.4K- 0.84% |
$756K - $812K
|
1.23M
$85.7M
|
|
|
Feb 15, 2022
Q4 2021
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-10.6K- 1.97% |
$767K - $824K
|
528K
$36.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-10.6K- 11.43% |
$770K - $828K
|
82.5K
$5.76M
|
|
|
Jan 21, 2022
Q4 2021
|
Capital Advantage, Inc.
|
SELL
|
- |
-10.9K- 5.71% |
$790K - $849K
|
181K
$12.6M
|
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-11K- 16.78% |
$794K - $853K
|
54.4K
$3.8M
|
|
|
Feb 02, 2022
Q4 2021
|
Dohj, LLC
Seattle, WA |
SELL
|
- |
-11K- 5.21% |
$796K - $855K
|
200K
$14M
|