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 18, 2022
Q4 2021
|
Abundance Wealth Counselors
|
SELL
|
- |
-11.2K- 1.74% |
$809K - $870K
|
633K
$44.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-11.2K- 53.51% |
$813K - $874K
|
9.77K
$681K
|
|
|
Feb 16, 2022
Q4 2021
|
Ifs Advisors, LLC
|
SELL
|
- |
-11.3K- 13.61% |
$821K - $882K
|
72K
$5.02M
|
|
|
Jan 26, 2022
Q4 2021
|
Hya Advisors, Inc
|
SELL
|
- |
-11.4K- 12.5% |
$825K - $886K
|
79.8K
$5.57M
|
|
|
Feb 11, 2022
Q4 2021
|
Rptc Inc.
Jackson, WY |
SELL
|
- |
-11.4K- 1.36% |
$826K - $888K
|
827K
$57.7M
|
|
|
Feb 08, 2022
Q4 2021
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-11.8K- 8.44% |
$851K - $915K
|
128K
$8.91M
|
|
|
Feb 01, 2022
Q4 2021
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-11.9K- 8.59% |
$859K - $923K
|
126K
$8.81M
|
|
|
Jan 14, 2022
Q4 2021
|
Strategy Asset Managers LLC
|
SELL
|
- |
-12.7KClosed |
$922K - $991K
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Gitterman Wealth Management, LLC
|
SELL
|
- |
-13K- 23.0% |
$939K - $1.01M
|
43.4K
$3.03M
|
|
|
Feb 10, 2022
Q4 2021
|
Csenge Advisory Group
|
SELL
|
- |
-14K- 28.76% |
$1.01M - $1.09M
|
34.6K
$2.41M
|
|
|
Feb 01, 2022
Q4 2021
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-16.1K- 27.74% |
$1.16M - $1.25M
|
41.9K
$2.92M
|
|
|
Jan 18, 2022
Q4 2021
|
Ritholtz Wealth Management
|
SELL
|
- |
-16.3K- 1.92% |
$1.18M - $1.27M
|
833K
$58.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Ray Dalio
Bridgewater Associates, LP | Westport, Ct
|
SELL
|
- |
-17.1K- 2.65% |
$1.24M - $1.33M
|
627K
$43.8M
|
|
|
Feb 03, 2022
Q4 2021
|
Element Wealth, LLC
|
SELL
|
- |
-17.1K- 14.98% |
$1.24M - $1.33M
|
97K
$6.77M
|
|
|
Jan 25, 2022
Q4 2021
|
Epiq Partners, LLC
|
SELL
|
- |
-18KClosed |
$1.3M - $1.4M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-18K- 1.82% |
$1.31M - $1.4M
|
974K
$67.9M
|
|
|
Jan 27, 2022
Q4 2021
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-18.4K- 14.31% |
$1.33M - $1.43M
|
110K
$7.69M
|
|
|
Feb 14, 2022
Q4 2021
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-19.1KClosed |
$1.38M - $1.48M
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-19.7K- 81.91% |
$1.43M - $1.53M
|
4.35K
$303K
|
|
|
Mar 02, 2022
Q4 2021
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-20.1KClosed |
$1.45M - $1.56M
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Willis Johnson & Associates, Inc.
|
SELL
|
- |
-22.4K- 82.59% |
$1.62M - $1.74M
|
4.71K
$329K
|
|
|
Feb 03, 2022
Q4 2021
|
Spectrum Management Group, LLC
|
SELL
|
- |
-23K- 80.92% |
$1.66M - $1.78M
|
5.41K
$378K
|
|
|
Jan 31, 2022
Q4 2021
|
Insight Wealth Strategies, LLC
San Ramon, CA |
SELL
|
- |
-23.3K- 88.73% |
$1.69M - $1.81M
|
2.96K
$206K
|
|
|
Feb 14, 2022
Q4 2021
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-24.1K- 8.18% |
$1.74M - $1.87M
|
271K
$18.9M
|
|
|
Jan 04, 2022
Q4 2021
|
Stephens Group Asset Management, LLC
|
SELL
|
- |
-24.6K- 20.33% |
$1.78M - $1.91M
|
96.2K
$6.71M
|
|
|
Feb 14, 2022
Q4 2021
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-25.7K- 13.16% |
$1.86M - $1.99M
|
169K
$11.8M
|
|
|
Sep 21, 2023
Q4 2021
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-26.9K- 15.01% |
$1.94M - $2.09M
|
152K
$10.6M
|
|
|
Feb 10, 2022
Q4 2021
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-29.7K- 96.9% |
$2.15M - $2.31M
|
952
$66.4K
|
|
|
Feb 10, 2022
Q4 2021
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-30K- 35.29% |
$2.17M - $2.33M
|
55K
$3.84M
|
|
|
Jan 21, 2022
Q4 2021
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-31K- 3.13% |
$2.24M - $2.41M
|
961K
$67M
|
|
|
Feb 10, 2022
Q4 2021
|
Jump Financial, LLC
Chicago, IL |
SELL
|
- |
-31.2KClosed |
$2.26M - $2.42M
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Petix & Botte CO
|
SELL
|
- |
-31.4K- 62.2% |
$2.27M - $2.44M
|
19.1K
$1.33M
|
|
|
Jan 20, 2022
Q4 2021
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-31.6KClosed |
$2.28M - $2.45M
|
0
$0
|
|
|
Jan 11, 2022
Q4 2021
|
Brookstone Capital Management
|
SELL
|
- |
-32.5K- 18.77% |
$2.35M - $2.53M
|
141K
$9.81M
|
|
|
Feb 14, 2022
Q4 2021
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-33.6K- 54.0% |
$2.43M - $2.61M
|
28.6K
$2M
|
|
|
Feb 18, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
SELL
|
- |
-34.4K- 86.21% |
$2.49M - $2.67M
|
5.5K
$383K
|
|
|
Feb 14, 2022
Q4 2021
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-35.4K- 86.41% |
$2.56M - $2.75M
|
5.57K
$388K
|
|
|
Feb 08, 2022
Q4 2021
|
Islay Capital Management, LLC
Lubbock, TX |
SELL
|
- |
-35.4K- 82.03% |
$2.56M - $2.75M
|
7.76K
$541K
|
|
|
Feb 11, 2022
Q4 2021
|
Syntal Capital Partners, LLC
Midland, TX |
SELL
|
- |
-35.7K- 13.85% |
$2.58M - $2.77M
|
222K
$15.5M
|
|
|
Feb 18, 2022
Q4 2021
|
Comerica Bank
|
SELL
|
- |
-35.8K- 11.43% |
$2.59M - $2.78M
|
277K
$19.3M
|
|
|
Feb 01, 2022
Q4 2021
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-36K- 67.83% |
$2.6M - $2.8M
|
17.1K
$1.19M
|
|
|
Feb 09, 2022
Q4 2021
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-37.9K- 29.04% |
$2.74M - $2.95M
|
92.7K
$6.46M
|
|
|
Feb 24, 2023
Q4 2021
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-38.7K- 26.67% |
$2.8M - $3.01M
|
106K
$7.42M
|
|
|
Feb 11, 2022
Q4 2021
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-39.3KClosed |
$2.84M - $3.05M
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-39.9K- 41.43% |
$2.88M - $3.1M
|
56.4K
$3.93M
|
|
|
Feb 14, 2022
Q4 2021
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-44K- 17.06% |
$3.19M - $3.42M
|
214K
$14.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-44.7K- 17.26% |
$3.24M - $3.48M
|
214K
$15M
|
|
|
Feb 11, 2022
Q4 2021
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-45.7K- 39.65% |
$3.31M - $3.55M
|
69.5K
$4.85M
|
|
|
Jan 13, 2022
Q4 2021
|
Centennial Wealth Advisory LLC
|
SELL
|
- |
-49.3KClosed |
$3.57M - $3.84M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-50.3K- 31.5% |
$3.64M - $3.91M
|
109K
$7.63M
|