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 |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
1.77KNew |
$110K - $120K
|
1.77K
$125K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.75K+ 3.11% |
$109K - $119K
|
58.2K
$4.09M
|
|
|
Apr 20, 2023
Q1 2023
|
Lincoln Capital Corp
|
BUY
|
- |
1.73K+ 1.07% |
$107K - $117K
|
163K
$11.4M
|
|
|
Apr 13, 2023
Q1 2023
|
Paragon Capital Management LTD
|
BUY
|
- |
1.73K+ 9.42% |
$107K - $117K
|
20.1K
$1.41M
|
|
|
Apr 14, 2023
Q1 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
1.68K+ 1.69% |
$105K - $114K
|
101K
$7.1M
|
|
|
May 03, 2023
Q1 2023
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.68K+ 2.21% |
$104K - $114K
|
77.7K
$5.46M
|
|
|
May 10, 2023
Q1 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
1.67K+ 0.88% |
$104K - $113K
|
190K
$13.4M
|
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.66K+ 27.04% |
$103K - $112K
|
7.8K
$548K
|
|
|
Apr 24, 2023
Q1 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1.65K+ 11.7% |
$102K - $111K
|
15.7K
$1.1M
|
|
|
May 03, 2023
Q1 2023
|
Better Money Decisions, LLC
|
BUY
|
- |
1.6K+ 0.52% |
$99.7K - $109K
|
308K
$21.7M
|
|
|
Apr 19, 2023
Q1 2023
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
1.6K+ 1.06% |
$99.6K - $108K
|
153K
$10.8M
|
|
|
Apr 24, 2023
Q1 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
1.6KNew |
$99.5K - $108K
|
1.6K
$112K
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO Of Vermont
|
BUY
|
- |
1.56K+ 98.92% |
$96.9K - $106K
|
3.14K
$220K
|
|
|
Apr 28, 2023
Q1 2023
|
Brickley Wealth Management
|
BUY
|
- |
1.56K+ 0.26% |
$96.7K - $105K
|
591K
$41.5M
|
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.55K+ 14.04% |
$96.6K - $105K
|
12.6K
$886K
|
|
|
May 10, 2023
Q1 2023
|
E Rn Financial, LLC
|
BUY
|
- |
1.55K+ 1.44% |
$96.4K - $105K
|
109K
$7.66M
|
|
|
May 09, 2023
Q1 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
1.54KNew |
$96K - $105K
|
1.54K
$109K
|
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.53K+ 2.7% |
$95.4K - $104K
|
58.3K
$4.1M
|
|
|
Apr 17, 2023
Q1 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
1.51K+ 22.39% |
$93.8K - $102K
|
8.25K
$580K
|
|
|
May 11, 2023
Q1 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.48K+ 1.24% |
$92.2K - $100K
|
121K
$8.49M
|
|
|
Apr 24, 2023
Q1 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
1.43KNew |
$89K - $96.9K
|
1.43K
$101K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.42K+ 16.9% |
$88.1K - $95.9K
|
9.8K
$689K
|
|
|
May 12, 2023
Q1 2023
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
1.4K+ 4.83% |
$87K - $94.8K
|
30.4K
$2.14M
|
|
|
Apr 27, 2023
Q1 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
1.38K+ 6.7% |
$85.5K - $93.2K
|
21.9K
$1.54M
|
|
|
May 03, 2023
Q1 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
1.36K+ 16.72% |
$84.7K - $92.2K
|
9.51K
$668K
|
|
|
May 04, 2023
Q1 2023
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
1.36K+ 0.83% |
$84.6K - $92.1K
|
166K
$11.7M
|
|
|
May 10, 2023
Q1 2023
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
1.36K+ 1.76% |
$84.6K - $92.1K
|
78.5K
$5.52M
|
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
1.32KNew |
$82.1K - $89.4K
|
1.32K
$92.8K
|
|
|
Apr 14, 2023
Q1 2023
|
Ironwood Financial, LLC
|
BUY
|
- |
1.29K+ 23.74% |
$80.3K - $87.5K
|
6.73K
$473K
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.21K+ 1.1% |
$75.3K - $82K
|
112K
$7.84M
|
|
|
Apr 18, 2023
Q1 2023
|
First National Bank Sioux Falls
|
BUY
|
- |
1.2K+ 12.71% |
$74.5K - $81.1K
|
10.6K
$747K
|
|
|
May 08, 2023
Q1 2023
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
1.19K+ 4.46% |
$74.2K - $80.8K
|
27.9K
$1.96M
|
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
1.19K+ 12.0% |
$74K - $80.6K
|
11.1K
$781K
|
|
|
May 01, 2023
Q1 2023
|
Compton Financial Group, LLC
|
BUY
|
- |
1.19K+ 0.19% |
$73.9K - $80.4K
|
623K
$43.8M
|
|
|
Apr 07, 2023
Q1 2023
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
1.19K+ 10.75% |
$73.7K - $80.3K
|
12.2K
$859K
|
|
|
Apr 18, 2023
Q1 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
1.19K+ 2.48% |
$73.7K - $80.2K
|
48.9K
$3.44M
|
|
|
May 10, 2023
Q1 2023
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
1.16K+ 1.08% |
$72.3K - $78.7K
|
109K
$7.64M
|
|
|
Apr 20, 2023
Q1 2023
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
1.16K+ 17.44% |
$71.9K - $78.3K
|
7.79K
$547K
|
|
|
May 08, 2023
Q1 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
1.15K+ 9.94% |
$71.6K - $77.9K
|
12.7K
$895K
|
|
|
May 11, 2023
Q1 2023
|
Tag Stone Capital, Inc.
|
BUY
|
- |
1.15K+ 1.91% |
$71.4K - $77.8K
|
61.2K
$4.3M
|
|
|
May 04, 2023
Q1 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
1.14K+ 2.31% |
$70.9K - $77.2K
|
50.5K
$3.55M
|
|
|
May 10, 2023
Q1 2023
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
1.1K+ 8.25% |
$68.5K - $74.6K
|
14.5K
$1.02M
|
|
|
Apr 18, 2023
Q1 2023
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
1.09K+ 13.37% |
$67.6K - $73.6K
|
9.22K
$648K
|
|
|
Apr 17, 2023
Q1 2023
|
Financial Insights, Inc.
|
BUY
|
- |
1.08K+ 3.82% |
$67.1K - $73K
|
29.3K
$2.06M
|
|
|
Apr 27, 2023
Q1 2023
|
First National Corp
|
BUY
|
- |
1.06K+ 9.07% |
$65.8K - $71.7K
|
12.7K
$895K
|
|
|
Apr 26, 2023
Q1 2023
|
Rhs Financial, LLC
|
BUY
|
- |
1.05K+ 6.64% |
$65K - $70.8K
|
16.8K
$1.18M
|
|
|
Apr 12, 2023
Q1 2023
|
Elk River Wealth Management, LLC
|
BUY
|
- |
1.04K+ 13.64% |
$64.5K - $70.2K
|
8.64K
$607K
|
|
|
May 05, 2023
Q1 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.03K+ 5.38% |
$64.3K - $70K
|
20.2K
$1.42M
|
|
|
May 11, 2023
Q1 2023
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
BUY
|
- |
1.03K+ 13.77% |
$64.2K - $69.9K
|
8.53K
$599K
|
|
|
May 11, 2023
Q1 2023
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
1.01K+ 7.89% |
$63K - $68.6K
|
13.9K
$974K
|