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 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
975+ 1.48% |
$60.6K - $66K
|
66.9K
$4.7M
|
|
|
Apr 18, 2023
Q1 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
973+ 10.44% |
$60.5K - $65.9K
|
10.3K
$723K
|
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
963+ 1.64% |
$59.9K - $65.2K
|
59.5K
$4.19M
|
|
|
May 01, 2023
Q1 2023
|
Sfmg, LLC
|
BUY
|
- |
955+ 28.53% |
$59.4K - $64.7K
|
4.3K
$302K
|
|
|
Apr 20, 2023
Q1 2023
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
943+ 11.28% |
$58.6K - $63.8K
|
9.31K
$654K
|
|
|
Apr 24, 2023
Q1 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
936+ 3.33% |
$58.2K - $63.4K
|
29K
$2.04M
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
936+ 11.21% |
$58.2K - $63.4K
|
9.29K
$653K
|
|
|
May 04, 2023
Q1 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
932+ 5.33% |
$57.9K - $63.1K
|
18.4K
$1.29M
|
|
|
Apr 14, 2023
Q1 2023
|
Ade, LLC
|
BUY
|
- |
901+ 1.57% |
$56K - $61K
|
58.1K
$4.08M
|
|
|
Apr 06, 2023
Q1 2023
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
898+ 21.41% |
$55.8K - $60.8K
|
5.09K
$358K
|
|
|
Apr 26, 2023
Q1 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
875+ 3.12% |
$54.4K - $59.2K
|
29K
$2.04M
|
|
|
Apr 21, 2023
Q1 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
857+ 7.45% |
$53.3K - $58K
|
12.4K
$869K
|
|
|
Apr 24, 2023
Q1 2023
|
Rockland Trust CO
|
BUY
|
- |
857+ 16.69% |
$53.3K - $58K
|
5.99K
$421K
|
|
|
Apr 28, 2023
Q1 2023
|
Bray Capital Advisors
|
BUY
|
- |
857+ 1.19% |
$53.3K - $58K
|
72.8K
$5.12M
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
844+ 1.07% |
$52.5K - $57.1K
|
79.4K
$5.58M
|
|
|
May 15, 2023
Q1 2023
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
837+ 23.2% |
$52K - $56.7K
|
4.45K
$312K
|
|
|
May 15, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
822+ 71.6% |
$51.1K - $55.6K
|
1.97K
$138K
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
816+ 2.45% |
$50.7K - $55.2K
|
34.1K
$2.4M
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
810+ 1396.55% |
$50.4K - $54.8K
|
868
$61K
|
|
|
Apr 06, 2023
Q1 2023
|
Peterson Wealth Services
|
BUY
|
- |
809+ 5.42% |
$50.3K - $54.8K
|
15.7K
$1.11M
|
|
|
Jan 02, 2024
Q1 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
809+ 45.86% |
$50.3K - $54.8K
|
2.57K
$181K
|
|
|
Apr 12, 2023
Q1 2023
|
Founders Capital Management
|
BUY
|
- |
776+ 1464.15% |
$48.2K - $52.5K
|
829
$58.3K
|
|
|
May 15, 2023
Q1 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
766+ 21.49% |
$47.6K - $51.9K
|
4.33K
$304K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
766New |
$47.6K - $51.9K
|
766
$53.8K
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
764+ 70.68% |
$47.5K - $51.7K
|
1.85K
$130K
|
|
|
Apr 18, 2023
Q1 2023
|
First United Bank & Trust
|
BUY
|
- |
759+ 1.38% |
$47.2K - $51.4K
|
55.9K
$3.93M
|
|
|
May 04, 2023
Q1 2023
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
759+ 0.41% |
$47.2K - $51.4K
|
188K
$13.2M
|
|
|
Apr 11, 2023
Q1 2023
|
Norway Savings Bank
|
BUY
|
- |
751+ 18.78% |
$46.7K - $50.8K
|
4.75K
$334K
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
BUY
|
- |
747+ 22.04% |
$46.4K - $50.6K
|
4.14K
$291K
|
|
|
May 11, 2023
Q1 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
746+ 6.75% |
$46.4K - $50.5K
|
11.8K
$830K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
735+ 85.37% |
$45.7K - $49.8K
|
1.6K
$112K
|
|
|
May 15, 2023
Q1 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
734+ 6.4% |
$45.6K - $49.7K
|
12.2K
$857K
|
|
|
Jun 07, 2023
Q1 2023
|
Maripau Wealth Management LLC
Fort Wayne, IN |
BUY
|
- |
705+ 8.08% |
$43.8K - $47.7K
|
9.43K
$662K
|
|
|
May 12, 2023
Q1 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
702+ 23.36% |
$43.6K - $47.5K
|
3.71K
$261K
|
|
|
Apr 19, 2023
Q1 2023
|
Sol Capital Management CO
|
BUY
|
- |
695+ 2.87% |
$43.2K - $47.1K
|
24.9K
$1.75M
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
675New |
$42K - $45.7K
|
675
$47.4K
|
|
|
Apr 25, 2023
Q1 2023
|
Madden Advisory Services, Inc.
|
BUY
|
- |
663+ 7.82% |
$41.2K - $44.9K
|
9.14K
$642K
|
|
|
Apr 28, 2023
Q1 2023
|
Lws Wealth Advisors, Inc.
|
BUY
|
- |
662+ 0.22% |
$41.2K - $44.8K
|
296K
$20.8M
|
|
|
May 03, 2023
Q1 2023
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
660+ 0.23% |
$41K - $44.7K
|
286K
$20.1M
|
|
|
May 15, 2023
Q1 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
653+ 5.06% |
$40.6K - $44.2K
|
13.6K
$954K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
650New |
$40.4K - $44K
|
650
$45.7K
|
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
647+ 2.43% |
$40.2K - $43.8K
|
27.3K
$1.92M
|
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
642+ 9.36% |
$39.9K - $43.5K
|
7.5K
$527K
|
|
|
Jul 18, 2023
Q1 2023
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
639+ 4.09% |
$39.7K - $43.3K
|
16.3K
$1.14M
|
|
|
Apr 17, 2023
Q1 2023
|
Kcs Wealth Advisory
|
BUY
|
- |
631+ 1.25% |
$39.2K - $42.7K
|
51K
$3.58M
|
|
|
May 10, 2023
Q1 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
630+ 84.22% |
$39.2K - $42.7K
|
1.38K
$96.9K
|
|
|
Apr 06, 2023
Q1 2023
|
Single Point Partners, LLC
|
BUY
|
- |
614+ 0.42% |
$38.2K - $41.6K
|
147K
$10.3M
|
|
|
May 08, 2023
Q1 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
600+ 7.46% |
$37.3K - $40.6K
|
8.65K
$608K
|
|
|
May 11, 2023
Q1 2023
|
Plancorp, LLC
|
BUY
|
- |
600+ 0.79% |
$37.3K - $40.6K
|
76.9K
$5.41M
|
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
579+ 6.66% |
$36K - $39.2K
|
9.27K
$652K
|