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 24, 2022
Q4 2021
|
Highland Private Wealth Management
|
BUY
|
- |
13.4K+ 2.84% |
$973K - $1.05M
|
488K
$35.9M
|
|
|
Aug 25, 2022
Q4 2021
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
13.4KNew |
$970K - $1.04M
|
13.4K
$985K
|
|
|
Jan 26, 2022
Q4 2021
|
Brightworth
|
BUY
|
- |
13.3K+ 225.06% |
$965K - $1.04M
|
19.3K
$1.42M
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
13.3K+ 12.42% |
$961K - $1.03M
|
120K
$8.84M
|
|
|
Feb 04, 2022
Q4 2021
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
13.2K+ 2.55% |
$955K - $1.03M
|
532K
$39.1M
|
|
|
Jan 13, 2022
Q4 2021
|
Moody National Bank Trust Division
|
BUY
|
- |
13.1K+ 23.91% |
$947K - $1.02M
|
67.8K
$4.99M
|
|
|
Jan 10, 2022
Q4 2021
|
Private Trust CO Na
|
BUY
|
- |
13K+ 31.74% |
$944K - $1.01M
|
54.2K
$3.98M
|
|
|
Feb 14, 2022
Q4 2021
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
13K+ 3.72% |
$942K - $1.01M
|
363K
$26.7M
|
|
|
Feb 03, 2022
Q4 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
13K+ 10.36% |
$941K - $1.01M
|
139K
$10.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
13K+ 6.44% |
$938K - $1.01M
|
214K
$15.7M
|
|
|
Feb 03, 2022
Q4 2021
|
Neumann Capital Management, LLC
|
BUY
|
- |
12.9K+ 65.03% |
$934K - $1M
|
32.8K
$2.41M
|
|
|
Feb 11, 2022
Q4 2021
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
12.9K+ 30.58% |
$933K - $1M
|
55.1K
$4.05M
|
|
|
Dec 20, 2022
Q4 2021
|
Cambridge Associates LLC
Boston, MA |
BUY
|
- |
12.9K+ 30.58% |
$933K - $1M
|
55.1K
$4.05M
|
|
|
Feb 10, 2022
Q4 2021
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
12.6K+ 3.87% |
$912K - $980K
|
338K
$24.9M
|
|
|
Feb 14, 2022
Q4 2021
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
12.6KNew |
$908K - $976K
|
12.6K
$923K
|
|
|
Feb 09, 2022
Q4 2021
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
12.5K+ 8.41% |
$904K - $971K
|
161K
$11.8M
|
|
|
Feb 11, 2022
Q4 2021
|
Corient Capital Partners, LLC
Newport Beach, CA |
BUY
|
- |
12.4KNew |
$894K - $961K
|
12.4K
$909K
|
|
|
Feb 10, 2022
Q4 2021
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
12.3K+ 11.05% |
$890K - $956K
|
124K
$9.09M
|
|
|
Feb 15, 2022
Q4 2021
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
12.3KNew |
$890K - $956K
|
12.3K
$904K
|
|
|
Feb 11, 2022
Q4 2021
|
Elk River Wealth Management, LLC
|
BUY
|
- |
12.3K+ 9.34% |
$888K - $954K
|
144K
$10.6M
|
|
|
Feb 23, 2022
Q4 2021
|
Cornerstone Advisory, LLC
|
BUY
|
- |
12.2K+ 92.99% |
$881K - $946K
|
25.3K
$1.86M
|
|
|
Jan 13, 2022
Q4 2021
|
Mtc Wealth Management LLC
|
BUY
|
- |
12.1K+ 4.09% |
$878K - $944K
|
309K
$22.7M
|
|
|
Feb 10, 2022
Q4 2021
|
Crestone Asset Management LLC
|
BUY
|
- |
12KNew |
$870K - $935K
|
12K
$884K
|
|
|
Feb 14, 2022
Q4 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
12K+ 17.35% |
$866K - $930K
|
80.9K
$5.95M
|
|
|
Feb 09, 2022
Q4 2021
|
Banco Santander, S.A.
|
BUY
|
- |
11.9KNew |
$862K - $926K
|
11.9K
$876K
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
11.8K+ 1.48% |
$852K - $916K
|
808K
$59.4M
|
|
|
Jan 27, 2022
Q4 2021
|
Single Point Partners, LLC
|
BUY
|
- |
11.7K+ 9.36% |
$846K - $909K
|
137K
$10M
|
|
|
Feb 10, 2022
Q4 2021
|
Tortoise Investment Management, LLC
|
BUY
|
- |
11.6K+ 8.19% |
$840K - $902K
|
153K
$11.3M
|
|
|
Feb 10, 2022
Q4 2021
|
Davenport & CO LLC
|
BUY
|
- |
11.4K+ 6.47% |
$826K - $888K
|
188K
$13.8M
|
|
|
Feb 18, 2022
Q4 2021
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
BUY
|
- |
11.4KNew |
$822K - $883K
|
11.4K
$835K
|
|
|
Jan 20, 2022
Q4 2021
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
11.2K+ 38.19% |
$814K - $875K
|
40.7K
$2.99M
|
|
|
Jan 24, 2022
Q4 2021
|
Lake Street Financial LLC
|
BUY
|
- |
11.1K+ 49.13% |
$807K - $867K
|
33.8K
$2.49M
|
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
BUY
|
- |
11.1K+ 18.1% |
$804K - $864K
|
72.4K
$5.33M
|
|
|
Jan 04, 2022
Q4 2021
|
Ellenbecker Investment Group
|
BUY
|
- |
11.1KNew |
$803K - $863K
|
11.1K
$816K
|
|
|
Jan 18, 2022
Q4 2021
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
11K+ 4.84% |
$798K - $858K
|
239K
$17.6M
|
|
|
Feb 11, 2022
Q4 2021
|
Aveo Capital Partners, LLC
|
BUY
|
- |
11K+ 13.5% |
$794K - $853K
|
92.2K
$6.78M
|
|
|
Jan 03, 2022
Q4 2021
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
10.8K+ 1.06% |
$785K - $844K
|
1.03M
$76M
|
|
|
Feb 10, 2022
Q4 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
10.8K+ 48.92% |
$782K - $841K
|
32.9K
$2.42M
|
|
|
Feb 02, 2022
Q4 2021
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
10.8K+ 10.96% |
$778K - $836K
|
109K
$8.01M
|
|
|
Feb 09, 2022
Q4 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
10.7K+ 10.13% |
$776K - $834K
|
117K
$8.57M
|
|
|
Feb 11, 2022
Q4 2021
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
10.7KNew |
$775K - $833K
|
10.7K
$788K
|
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
10.7K+ 3.13% |
$771K - $829K
|
351K
$25.8M
|
|
|
Feb 09, 2022
Q4 2021
|
Massmutual Trust CO Fsb
|
BUY
|
- |
10.6K+ 12.54% |
$769K - $826K
|
95.4K
$7.01M
|
|
|
Feb 14, 2022
Q4 2021
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
10.6KNew |
$765K - $822K
|
10.6K
$778K
|
|
|
Feb 15, 2022
Q4 2021
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
10.4K+ 41.95% |
$755K - $811K
|
35.3K
$2.6M
|
|
|
Feb 15, 2022
Q4 2021
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
10.4KNew |
$753K - $809K
|
10.4K
$765K
|
|
|
Jan 14, 2022
Q4 2021
|
Acropolis Investment Management, LLC
|
BUY
|
- |
10.4K+ 3.64% |
$752K - $809K
|
296K
$21.8M
|
|
|
Feb 10, 2022
Q4 2021
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
BUY
|
- |
10.3K+ 1.6% |
$743K - $798K
|
651K
$47.9M
|
|
|
Feb 08, 2022
Q4 2021
|
Motive Wealth Advisors
|
BUY
|
- |
10.2K+ 13.66% |
$740K - $795K
|
85.1K
$6.26M
|
|
|
Feb 09, 2022
Q4 2021
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
10.2K+ 22.74% |
$737K - $792K
|
55K
$4.04M
|