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 25, 2023
Q1 2023
|
Busey Wealth Management
|
SELL
|
- |
-15- 0.06% |
$933 - $1.02K
|
24.8K
$1.74M
|
|
|
May 03, 2023
Q1 2023
|
Live Oak Investment Partners
Austin, TX |
SELL
|
- |
-17- 0.91% |
$1.06K - $1.15K
|
1.85K
$130K
|
|
|
May 16, 2023
Q1 2023
|
Red Tortoise LLC
Atlanta, GA |
SELL
|
- |
-18- 0.02% |
$1.12K - $1.22K
|
85.8K
$6.03M
|
|
|
Apr 06, 2023
Q1 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-19- 0.01% |
$1.18K - $1.29K
|
136K
$9.53M
|
|
|
Apr 20, 2023
Q1 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-20- 0.22% |
$1.24K - $1.35K
|
9.04K
$635K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-20- 2.48% |
$1.24K - $1.35K
|
788
$55.4K
|
|
|
Apr 21, 2023
Q1 2023
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-22- 0.14% |
$1.37K - $1.49K
|
16K
$1.12M
|
|
|
Nov 03, 2023
Q1 2023
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-22- 0.14% |
$1.37K - $1.49K
|
16K
$1.12M
|
|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-23- 0.09% |
$1.43K - $1.56K
|
25.7K
$1.8M
|
|
|
May 15, 2023
Q1 2023
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-24- 0.2% |
$1.49K - $1.62K
|
11.7K
$822K
|
|
|
Apr 06, 2023
Q1 2023
|
Saxon Interests, Inc.
|
SELL
|
- |
-27- 0.16% |
$1.68K - $1.83K
|
16.4K
$1.15M
|
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-27- 1.72% |
$1.68K - $1.83K
|
1.54K
$108K
|
|
|
May 09, 2023
Q1 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-35- 0.45% |
$2.18K - $2.37K
|
7.8K
$548K
|
|
|
Apr 19, 2023
Q1 2023
|
Tufton Capital Management
|
SELL
|
- |
-36- 0.28% |
$2.24K - $2.44K
|
13K
$916K
|
|
|
Apr 24, 2023
Q1 2023
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-38- 0.77% |
$2.36K - $2.57K
|
4.91K
$345K
|
|
|
May 04, 2023
Q1 2023
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-38- 0.35% |
$2.36K - $2.57K
|
10.9K
$764K
|
|
|
May 09, 2023
Q1 2023
|
Addison Advisors LLC
|
SELL
|
- |
-39- 66.1% |
$2.42K - $2.64K
|
20
$1.41K
|
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-42- 0.96% |
$2.61K - $2.84K
|
4.33K
$304K
|
|
|
May 10, 2023
Q1 2023
|
Truefg, LLC
Cedar Park, TX |
SELL
|
- |
-42- 0.48% |
$2.61K - $2.84K
|
8.7K
$612K
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-47- 0.15% |
$2.92K - $3.18K
|
31.4K
$2.21M
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-49- 17.01% |
$3.05K - $3.32K
|
239
$16.8K
|
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
SELL
|
- |
-50- 3.7% |
$3.11K - $3.39K
|
1.3K
$91.4K
|
|
|
Jun 25, 2024
Q1 2023
|
Sensible Money, LLC
Scottsdale, AZ |
SELL
|
- |
-50- 0.95% |
$3.11K - $3.39K
|
5.22K
$367K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-52- 44.44% |
$3.23K - $3.52K
|
65
$4.57K
|
|
|
Apr 10, 2023
Q1 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-53- 0.82% |
$3.3K - $3.59K
|
6.45K
$453K
|
|
|
May 05, 2023
Q1 2023
|
Sentinel Trust CO Lba
Houston, TX |
SELL
|
- |
-53- 0.21% |
$3.3K - $3.59K
|
25.4K
$1.79M
|
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-55- 0.65% |
$3.42K - $3.72K
|
8.46K
$595K
|
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
SELL
|
- |
-58- 1.27% |
$3.61K - $3.93K
|
4.5K
$316K
|
|
|
Apr 21, 2023
Q1 2023
|
Forte Asset Management LLC
|
SELL
|
- |
-59- 1.54% |
$3.67K - $3.99K
|
3.76K
$265K
|
|
|
Apr 17, 2023
Q1 2023
|
Landmark Wealth Management, LLC
|
SELL
|
- |
-69- 1.66% |
$4.29K - $4.67K
|
4.08K
$287K
|
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-70- 58.82% |
$4.35K - $4.74K
|
49
$3.44K
|
|
|
May 12, 2023
Q1 2023
|
Smith Shellnut Wilson LLC
|
SELL
|
- |
-72- 0.12% |
$4.48K - $4.87K
|
61.6K
$4.33M
|
|
|
May 09, 2023
Q1 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-76- 1.05% |
$4.72K - $5.15K
|
7.14K
$502K
|
|
|
May 09, 2023
Q1 2023
|
Efficient Advisors, LLC
|
SELL
|
- |
-81- 1.15% |
$5.04K - $5.48K
|
6.98K
$490K
|
|
|
Apr 21, 2023
Q1 2023
|
Access Financial Services, Inc.
|
SELL
|
- |
-84- 0.38% |
$5.22K - $5.69K
|
21.7K
$1.53M
|
|
|
May 12, 2023
Q1 2023
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-92- 2.24% |
$5.72K - $6.23K
|
4.01K
$282K
|
|
|
Apr 07, 2023
Q1 2023
|
Wade Financial Advisory, Inc
|
SELL
|
- |
-94- 0.11% |
$5.84K - $6.36K
|
87.9K
$6.18M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-95- 38.15% |
$5.91K - $6.43K
|
154
$10.8K
|
|
|
May 03, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-102- 13.56% |
$6.34K - $6.91K
|
650
$45.7K
|
|
|
May 30, 2023
Q1 2023
|
Aspire Private Capital, LLC
|
SELL
|
- |
-102- 13.56% |
$6.34K - $6.91K
|
650
$45.7K
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
SELL
|
- |
-104- 5.36% |
$6.47K - $7.04K
|
1.84K
$129K
|
|
|
May 11, 2023
Q1 2023
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-113- 2.32% |
$7.03K - $7.65K
|
4.76K
$334K
|
|
|
Apr 28, 2023
Q1 2023
|
Capital Planning LLC
|
SELL
|
- |
-114- 0.37% |
$7.09K - $7.72K
|
31.1K
$2.19M
|
|
|
May 01, 2023
Q1 2023
|
Waypoint Wealth Partners Inc.
|
SELL
|
- |
-118- 0.18% |
$7.34K - $7.99K
|
65K
$4.57M
|
|
|
Apr 06, 2023
Q1 2023
|
New Capital Management LP
|
SELL
|
- |
-121- 0.44% |
$7.52K - $8.19K
|
27.4K
$1.93M
|
|
|
Apr 13, 2023
Q1 2023
|
Hubbell Strickland Wealth Management, LLC
|
SELL
|
- |
-121- 0.26% |
$7.52K - $8.19K
|
46K
$3.23M
|
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-123- 0.56% |
$7.65K - $8.33K
|
21.7K
$1.53M
|
|
|
May 01, 2023
Q1 2023
|
United Bank
Vienna, VA |
SELL
|
- |
-125- 2.3% |
$7.77K - $8.46K
|
5.32K
$374K
|
|
|
May 03, 2023
Q1 2023
|
First National Bank Of Omaha
Omaha, NE |
SELL
|
- |
-125- 2.56% |
$7.77K - $8.46K
|
4.75K
$334K
|
|
|
May 10, 2023
Q1 2023
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-128- 1.69% |
$7.96K - $8.67K
|
7.44K
$523K
|