Purchases and Sales Made in Q1 2023 in Ishares Tr (IEFA)
This table provides information about the institutional ownership of Ishares Tr (IEFA) during Q1 2023. 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 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
16.9MNew |
$1.05B - $1.15B
|
16.9M
$1.19B
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
13.7M+ 19.65% |
$855M - $931M
|
83.7M
$5.88B
|
|
|
May 17, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
5.5M+ 1698763.25% |
$342M - $373M
|
5.5M
$387M
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
4.91M+ 22.64% |
$305M - $332M
|
26.6M
$1.87B
|
|
|
Apr 20, 2023
Q1 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
3.43M+ 1053.16% |
$213M - $232M
|
3.75M
$264M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.32M+ 11.87% |
$207M - $225M
|
31.3M
$2.2B
|
|
|
Apr 27, 2023
Q1 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
2.5M+ 110.0% |
$155M - $169M
|
4.77M
$336M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.3M+ 5.55% |
$143M - $156M
|
43.8M
$3.08B
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
1.77M+ 29.91% |
$110M - $120M
|
7.67M
$539M
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
1.7M+ 447.48% |
$106M - $115M
|
2.08M
$146M
|
|
|
May 11, 2023
Q1 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
1.69M+ 66.91% |
$105M - $114M
|
4.21M
$296M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.57M+ 1350.87% |
$97.6M - $106M
|
1.69M
$119M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
1.53M+ 24.71% |
$95.2M - $104M
|
7.73M
$543M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
1.5M+ 6.59% |
$93.1M - $101M
|
24.2M
$1.7B
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.42M+ 32.01% |
$88M - $95.9M
|
5.84M
$410M
|
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.3M+ 79.48% |
$80.9M - $88.1M
|
2.94M
$207M
|
|
|
Mar 14, 2024
Q1 2023
|
University Of Chicago
Chicago, IL |
BUY
|
- |
1.2MNew |
$74.3M - $80.9M
|
1.2M
$84M
|
|
|
Apr 24, 2023
Q1 2023
|
Southern Farm Bureau Life Insurance
|
BUY
|
- |
1.03MNew |
$63.8M - $69.5M
|
1.03M
$72.2M
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
975K+ 11.16% |
$60.6M - $66M
|
9.7M
$682M
|
|
|
Apr 19, 2023
Q1 2023
|
Bell Bank
|
BUY
|
- |
860K+ 42.04% |
$53.5M - $58.3M
|
2.91M
$204M
|
|
|
May 15, 2023
Q1 2023
|
Retirement Investment Advisors, Inc.
Oklahoma City, OK |
BUY
|
- |
819K+ 311.54% |
$50.9M - $55.4M
|
1.08M
$76M
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
790K+ 108.96% |
$49.1M - $53.5M
|
1.52M
$107M
|
|
|
May 12, 2023
Q1 2023
|
Cornerstone Partners Capital Management, LLC
Charlottesville, VA |
BUY
|
- |
770K+ 18.37% |
$47.9M - $52.2M
|
4.96M
$349M
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
670K+ 11.51% |
$41.6M - $45.3M
|
6.49M
$456M
|
|
|
May 11, 2023
Q1 2023
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
BUY
|
- |
669K+ 26.16% |
$41.6M - $45.3M
|
3.22M
$227M
|
|
|
Jul 18, 2023
Q1 2023
|
Regis Acquisition Inc.
Denver, CO |
BUY
|
- |
666KNew |
$41.4M - $45.1M
|
666K
$46.8M
|
|
|
May 12, 2023
Q1 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
604K+ 29.33% |
$37.5M - $40.9M
|
2.66M
$187M
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Financial Services, Inc.
|
BUY
|
- |
595K+ 39.29% |
$37M - $40.3M
|
2.11M
$148M
|
|
|
Apr 14, 2023
Q1 2023
|
First Command Bank
|
BUY
|
- |
595K+ 39.29% |
$37M - $40.3M
|
2.11M
$148M
|
|
|
Apr 13, 2023
Q1 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
537K+ 100.07% |
$33.4M - $36.3M
|
1.07M
$75.4M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
493K+ 4.69% |
$30.6M - $33.4M
|
11M
$773M
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
488K+ 367.99% |
$30.3M - $33M
|
620K
$43.6M
|
|
|
May 15, 2023
Q1 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
422KNew |
$26.2M - $28.6M
|
422K
$29.6M
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
419K+ 53.96% |
$26.1M - $28.4M
|
1.2M
$84.1M
|
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
374K+ 23.58% |
$23.3M - $25.3M
|
1.96M
$138M
|
|
|
Apr 27, 2023
Q1 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
357K+ 25.11% |
$22.2M - $24.2M
|
1.78M
$125M
|
|
|
May 04, 2023
Q1 2023
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
346K+ 888.71% |
$21.5M - $23.4M
|
385K
$27M
|
|
|
May 15, 2023
Q1 2023
|
Dean, Jacobson Financial Services, LLC
|
BUY
|
- |
327KNew |
$20.3M - $22.1M
|
327K
$23M
|
|
|
May 15, 2023
Q1 2023
|
Investure, LLC
Charlottesville, VA |
BUY
|
- |
322K+ 160.84% |
$20M - $21.8M
|
522K
$36.7M
|
|
|
Feb 14, 2024
Q1 2023
|
Chan Zuckerberg Initiative, LLC
Redwood City, CA |
BUY
|
- |
321K+ 98.89% |
$20M - $21.8M
|
646K
$45.4M
|
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
320K+ 5.19% |
$19.9M - $21.6M
|
6.48M
$456M
|
|
|
May 11, 2023
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
281K+ 1.24% |
$17.4M - $19M
|
22.8M
$1.61B
|
|
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
281K+ 1.24% |
$17.4M - $19M
|
22.8M
$1.61B
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
276K+ 6.25% |
$17.2M - $18.7M
|
4.7M
$330M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
274KNew |
$17M - $18.5M
|
274K
$19.3M
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
267K+ 235.59% |
$16.6M - $18.1M
|
381K
$26.8M
|
|
|
May 15, 2023
Q1 2023
|
Becker Capital Management Inc
|
BUY
|
- |
266KNew |
$16.5M - $18M
|
266K
$18.7M
|
|
|
May 12, 2023
Q1 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
257K+ 280.12% |
$16M - $17.4M
|
349K
$24.5M
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
246K+ 37.31% |
$15.3M - $16.6M
|
904K
$63.6M
|
|
|
May 03, 2023
Q1 2023
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
241K+ 24.53% |
$15M - $16.3M
|
1.22M
$85.9M
|