Purchases and Sales Made in Q1 2022 in Ishares Tr (IEFA)
This table provides information about the institutional ownership of Ishares Tr (IEFA) during Q1 2022. 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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2022
Q1 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
23.9K+ 6.56% |
$1.51M - $1.8M
|
388K
$28.1M
|
|
|
May 10, 2022
Q1 2022
|
Portland Global Advisors LLC
|
BUY
|
- |
23.7K+ 13.64% |
$1.5M - $1.79M
|
198K
$14.3M
|
|
|
May 12, 2022
Q1 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
23.6K+ 15.98% |
$1.49M - $1.78M
|
171K
$12.4M
|
|
|
Apr 14, 2022
Q1 2022
|
Roth Financial Partners LLC
|
BUY
|
- |
23K+ 6.4% |
$1.45M - $1.74M
|
382K
$27.7M
|
|
|
Apr 28, 2022
Q1 2022
|
Abundance Wealth Counselors
|
BUY
|
- |
22.9K+ 3.62% |
$1.45M - $1.73M
|
656K
$47.6M
|
|
|
May 16, 2022
Q1 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
22.8K+ 409.28% |
$1.44M - $1.72M
|
28.4K
$2.06M
|
|
|
Aug 16, 2024
Q1 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
22.8K+ 20.56% |
$1.44M - $1.72M
|
133K
$9.68M
|
|
|
May 09, 2022
Q1 2022
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
22.7K+ 96.33% |
$1.44M - $1.71M
|
46.3K
$3.36M
|
|
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
22.5K+ 11.34% |
$1.43M - $1.7M
|
221K
$16.1M
|
|
|
May 13, 2022
Q1 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
22.3K+ 4478.36% |
$1.41M - $1.69M
|
22.8K
$1.66M
|
|
|
May 04, 2022
Q1 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
22K+ 285.53% |
$1.39M - $1.66M
|
29.6K
$2.15M
|
|
|
Apr 28, 2022
Q1 2022
|
Keybank National Association
|
BUY
|
- |
21.8K+ 0.36% |
$1.38M - $1.65M
|
6.08M
$441M
|
|
|
Apr 27, 2022
Q1 2022
|
Tiedemann Advisors, LLC
|
BUY
|
- |
21.4KNew |
$1.36M - $1.62M
|
21.4K
$1.56M
|
|
|
Apr 21, 2022
Q1 2022
|
Waddell & Associates, LLC
|
BUY
|
- |
21.4K+ 4.67% |
$1.35M - $1.61M
|
479K
$34.7M
|
|
|
Apr 28, 2022
Q1 2022
|
Financial Counselors Inc
|
BUY
|
- |
20.7K+ 10.93% |
$1.31M - $1.57M
|
210K
$15.3M
|
|
|
May 05, 2022
Q1 2022
|
Washington Trust CO
|
BUY
|
- |
20.5K+ 9.91% |
$1.3M - $1.55M
|
227K
$16.5M
|
|
|
Apr 14, 2022
Q1 2022
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
20.4K+ 85.36% |
$1.29M - $1.54M
|
44.3K
$3.21M
|
|
|
May 03, 2022
Q1 2022
|
Calamos Wealth Management LLC
|
BUY
|
- |
20.3K+ 35.33% |
$1.29M - $1.53M
|
77.9K
$5.65M
|
|
|
Apr 20, 2022
Q1 2022
|
Sigma Investment Counselors Inc
|
BUY
|
- |
20.1K+ 9.39% |
$1.27M - $1.52M
|
234K
$17M
|
|
|
May 16, 2022
Q1 2022
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
20K+ 8.79% |
$1.27M - $1.51M
|
247K
$18M
|
|
|
May 09, 2022
Q1 2022
|
Neumann Capital Management, LLC
|
BUY
|
- |
20K+ 60.93% |
$1.26M - $1.51M
|
52.7K
$3.83M
|
|
|
Apr 13, 2022
Q1 2022
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
19.9K+ 16.56% |
$1.26M - $1.5M
|
140K
$10.2M
|
|
|
May 02, 2022
Q1 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
19.6K+ 19.55% |
$1.24M - $1.48M
|
120K
$8.68M
|
|
|
Apr 08, 2022
Q1 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
19.3K+ 20.27% |
$1.22M - $1.46M
|
115K
$8.32M
|
|
|
May 16, 2022
Q1 2022
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
19.3K+ 5.79% |
$1.22M - $1.46M
|
353K
$25.6M
|
|
|
Apr 19, 2022
Q1 2022
|
Safeguard Financial, LLC
|
BUY
|
- |
19.2KNew |
$1.21M - $1.45M
|
19.2K
$1.39M
|
|
|
May 03, 2022
Q1 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
19K+ 17.86% |
$1.2M - $1.44M
|
126K
$9.11M
|
|
|
Apr 21, 2022
Q1 2022
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
18.9K+ 5.63% |
$1.19M - $1.42M
|
354K
$25.7M
|
|
|
May 09, 2022
Q1 2022
|
Csenge Advisory Group
|
BUY
|
- |
18.8K+ 54.41% |
$1.19M - $1.42M
|
53.4K
$3.87M
|
|
|
May 10, 2022
Q1 2022
|
Probity Advisors, Inc.
Dallas, TX |
BUY
|
- |
18.6K+ 5.5% |
$1.18M - $1.4M
|
357K
$25.9M
|
|
|
May 16, 2022
Q1 2022
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
18.6K+ 15.35% |
$1.18M - $1.4M
|
140K
$10.1M
|
|
|
Jun 08, 2022
Q1 2022
|
American Trust
Lexington, KY |
BUY
|
- |
18.3KNew |
$1.16M - $1.38M
|
18.3K
$1.33M
|
|
|
May 06, 2022
Q1 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
17.7K+ 13.55% |
$1.12M - $1.34M
|
149K
$10.8M
|
|
|
May 11, 2022
Q1 2022
|
Aspireon Wealth Advisors
|
BUY
|
- |
17.5K+ 20.65% |
$1.11M - $1.32M
|
102K
$7.41M
|
|
|
May 11, 2022
Q1 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
17.4K+ 14.5% |
$1.1M - $1.32M
|
138K
$9.99M
|
|
|
Apr 14, 2022
Q1 2022
|
Sterling Investment Advisors LLC
|
BUY
|
- |
17.3K+ 3.76% |
$1.1M - $1.31M
|
479K
$34.7M
|
|
|
May 16, 2022
Q1 2022
|
Kopp Family Office, LLC
Bloomington, MN |
BUY
|
- |
17.2K+ 4.74% |
$1.09M - $1.3M
|
381K
$27.6M
|
|
|
May 16, 2022
Q1 2022
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
17.1K+ 4.97% |
$1.08M - $1.29M
|
362K
$26.2M
|
|
|
May 04, 2022
Q1 2022
|
Waldron Private Wealth LLC
|
BUY
|
- |
17.1K+ 13.02% |
$1.08M - $1.29M
|
149K
$10.8M
|
|
|
Apr 18, 2022
Q1 2022
|
Elk River Wealth Management, LLC
|
BUY
|
- |
17.1K+ 11.92% |
$1.08M - $1.29M
|
161K
$11.7M
|
|
|
Apr 18, 2022
Q1 2022
|
Pds Planning, Inc
|
BUY
|
- |
17K+ 18.06% |
$1.08M - $1.28M
|
111K
$8.06M
|
|
|
May 09, 2022
Q1 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
16.8K+ 4.3% |
$1.07M - $1.27M
|
409K
$29.7M
|
|
|
May 10, 2022
Q1 2022
|
Orgel Wealth Management, LLC
|
BUY
|
- |
16.8K+ 8.92% |
$1.06M - $1.27M
|
205K
$14.9M
|
|
|
Apr 15, 2022
Q1 2022
|
Atticus Wealth Management, LLC
|
BUY
|
- |
16.8KNew |
$1.06M - $1.27M
|
16.8K
$1.22M
|
|
|
May 13, 2022
Q1 2022
|
Rmr Wealth Builders
|
BUY
|
- |
16.4K+ 17.86% |
$1.04M - $1.24M
|
108K
$7.87M
|
|
|
May 13, 2022
Q1 2022
|
Allie Family Office LLC
|
BUY
|
- |
16.1K+ 98.51% |
$1.02M - $1.22M
|
32.5K
$2.36M
|
|
|
Apr 26, 2022
Q1 2022
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
16.1K+ 9.33% |
$1.02M - $1.21M
|
188K
$13.7M
|
|
|
May 17, 2022
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
15.8K+ 32.46% |
$999K - $1.19M
|
64.4K
$4.67M
|
|
|
Dec 13, 2023
Q1 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
15.8K+ 32.46% |
$999K - $1.19M
|
64.4K
$4.67M
|
|
|
May 12, 2022
Q1 2022
|
Bison Wealth, LLC
|
BUY
|
- |
15.7KNew |
$996K - $1.19M
|
15.7K
$1.14M
|