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 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.66K+ 0.78% |
$228K - $248K
|
472K
$36.4M
|
|
|
Apr 24, 2023
Q1 2023
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
3.64K+ 0.94% |
$226K - $247K
|
391K
$30.1M
|
|
|
May 01, 2023
Q1 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
3.63KNew |
$225K - $246K
|
3.63K
$279K
|
|
|
Apr 19, 2023
Q1 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
3.59KNew |
$223K - $243K
|
3.59K
$277K
|
|
|
May 15, 2023
Q1 2023
|
Detalus Advisors, LLC
|
BUY
|
- |
3.59KNew |
$223K - $243K
|
3.59K
$277K
|
|
|
May 11, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
3.58K+ 12.03% |
$223K - $243K
|
33.4K
$2.57M
|
|
|
May 04, 2023
Q1 2023
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
3.55K+ 14.42% |
$221K - $241K
|
28.2K
$2.17M
|
|
|
Apr 28, 2023
Q1 2023
|
North Ridge Wealth Advisors, Inc.
Beaverton, OR |
BUY
|
- |
3.49KNew |
$217K - $236K
|
3.49K
$269K
|
|
|
May 09, 2023
Q1 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
3.49K+ 9.22% |
$217K - $236K
|
41.3K
$3.18M
|
|
|
May 15, 2023
Q1 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
3.48K+ 22.34% |
$216K - $236K
|
19.1K
$1.47M
|
|
|
Apr 21, 2023
Q1 2023
|
Wesbanco Bank Inc
|
BUY
|
- |
3.47K+ 13.3% |
$215K - $235K
|
29.5K
$2.27M
|
|
|
Apr 19, 2023
Q1 2023
|
Capital City Trust CO
|
BUY
|
- |
3.43KNew |
$213K - $232K
|
3.43K
$264K
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
3.41K+ 5.22% |
$212K - $231K
|
68.8K
$5.29M
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
3.41K+ 6.97% |
$212K - $231K
|
52.3K
$4.02M
|
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
3.37K+ 9.15% |
$210K - $228K
|
40.2K
$3.1M
|
|
|
May 10, 2023
Q1 2023
|
Burney CO
Reston, VA |
BUY
|
- |
3.36KNew |
$209K - $227K
|
3.36K
$258K
|
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
BUY
|
- |
3.35K+ 1.44% |
$208K - $227K
|
235K
$18.1M
|
|
|
Apr 25, 2023
Q1 2023
|
Patten & Patten Inc
|
BUY
|
- |
3.34KNew |
$207K - $226K
|
3.34K
$257K
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
3.33K+ 2.22% |
$207K - $226K
|
153K
$11.8M
|
|
|
May 15, 2023
Q1 2023
|
Kc Investment Advisors, LLC
Wichita, KS |
BUY
|
- |
3.3KNew |
$205K - $223K
|
3.3K
$254K
|
|
|
May 03, 2023
Q1 2023
|
Agf Management LTD
Toronto Ontario Canada, A6 |
BUY
|
- |
3.28K+ 4.05% |
$204K - $222K
|
84.2K
$6.48M
|
|
|
May 15, 2023
Q1 2023
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
3.24KNew |
$202K - $219K
|
3.24K
$250K
|
|
|
May 12, 2023
Q1 2023
|
Haverford Financial Services, Inc.
Radnor, PA |
BUY
|
- |
3.22K+ 43.03% |
$200K - $218K
|
10.7K
$824K
|
|
|
May 04, 2023
Q1 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
3.21KNew |
$200K - $217K
|
3.21K
$247K
|
|
|
May 15, 2023
Q1 2023
|
Vestcor Inc
Fredericton, A3 |
BUY
|
- |
3.2K+ 5.86% |
$199K - $217K
|
57.8K
$4.45M
|
|
|
Apr 06, 2023
Q1 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
3.19K+ 24.86% |
$198K - $216K
|
16K
$1.23M
|
|
|
May 02, 2023
Q1 2023
|
Meridian Management CO
|
BUY
|
- |
3.18KNew |
$197K - $215K
|
3.18K
$244K
|
|
|
Apr 10, 2023
Q1 2023
|
Lpwm LLC
Minneapolis, MN |
BUY
|
- |
3.17K+ 2.1% |
$197K - $215K
|
154K
$11.8M
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
3.17K+ 23.3% |
$197K - $214K
|
16.8K
$1.29M
|
|
|
Apr 13, 2023
Q1 2023
|
Prosperity Planning, Inc.
|
BUY
|
- |
3.16KNew |
$197K - $214K
|
3.16K
$243K
|
|
|
Apr 24, 2023
Q1 2023
|
Center For Asset Management LLC
|
BUY
|
- |
3.16KNew |
$197K - $214K
|
3.16K
$243K
|
|
|
May 15, 2023
Q1 2023
|
Xml Financial, LLC
|
BUY
|
- |
3.13KNew |
$195K - $212K
|
3.13K
$241K
|
|
|
May 12, 2023
Q1 2023
|
Lowell Blake & Associates Inc.
Boston, MA |
BUY
|
- |
3.13KNew |
$194K - $212K
|
3.13K
$241K
|
|
|
May 12, 2023
Q1 2023
|
Adaptive Financial Consulting, LLC
Beachwood, OH |
BUY
|
- |
3.12K+ 1.93% |
$194K - $211K
|
165K
$12.7M
|
|
|
May 05, 2023
Q1 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
3.12KNew |
$194K - $211K
|
3.12K
$240K
|
|
|
Apr 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
3.11K+ 92.35% |
$194K - $211K
|
6.49K
$499K
|
|
|
May 09, 2023
Q1 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
3.08KNew |
$192K - $209K
|
3.08K
$237K
|
|
|
May 12, 2023
Q1 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
3.08K+ 10.47% |
$191K - $208K
|
32.5K
$2.5M
|
|
|
May 12, 2023
Q1 2023
|
Esl Trust Services, LLC
|
BUY
|
- |
3.08KNew |
$191K - $208K
|
3.08K
$237K
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
3.06K+ 9.57% |
$190K - $207K
|
35.1K
$2.7M
|
|
|
Apr 20, 2023
Q1 2023
|
Presilium Private Wealth, LLC
Radnor, PA |
BUY
|
- |
3.04KNew |
$189K - $206K
|
3.04K
$234K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
3.03K+ 4.89% |
$189K - $205K
|
65K
$5M
|
|
|
Apr 07, 2023
Q1 2023
|
Cypress Financial Planning LLC
|
BUY
|
- |
3.03K+ 7.73% |
$188K - $205K
|
42.2K
$3.25M
|
|
|
May 12, 2023
Q1 2023
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
3.02KNew |
$188K - $204K
|
3.02K
$232K
|
|
|
Apr 12, 2023
Q1 2023
|
Planned Solutions, Inc.
|
BUY
|
- |
3.02K+ 3.6% |
$188K - $204K
|
86.8K
$6.68M
|
|
|
Apr 03, 2023
Q1 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
3.02KNew |
$188K - $204K
|
3.02K
$232K
|
|
|
May 11, 2023
Q1 2023
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
3.02KNew |
$188K - $204K
|
3.02K
$232K
|
|
|
May 15, 2023
Q1 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
3.01KNew |
$187K - $204K
|
3.01K
$232K
|
|
|
May 15, 2023
Q1 2023
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
2.99K+ 2.09% |
$186K - $202K
|
146K
$11.2M
|
|
|
Apr 24, 2023
Q1 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
2.95K+ 54.59% |
$184K - $200K
|
8.36K
$644K
|