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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-129- 23.12% |
$8.02K - $8.73K
|
429
$30.4K
|
|
|
May 02, 2023
Q1 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-133- 0.68% |
$8.27K - $9K
|
19.3K
$1.37M
|
|
|
May 15, 2023
Q1 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-133- 0.34% |
$8.27K - $9K
|
39K
$2.76M
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-136Closed |
$8.46K - $9.21K
|
0
$0
|
|
|
Apr 26, 2023
Q1 2023
|
My Purposeful Wealth Corp.
Omaha, NE |
SELL
|
- |
-138- 0.76% |
$8.58K - $9.34K
|
18.1K
$1.28M
|
|
|
Jan 09, 2024
Q1 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-139- 4.16% |
$8.64K - $9.41K
|
3.21K
$227K
|
|
|
Apr 19, 2023
Q1 2023
|
Hilltop Wealth Advisors, LLC
|
SELL
|
- |
-140- 1.75% |
$8.7K - $9.48K
|
7.86K
$557K
|
|
|
Apr 10, 2023
Q1 2023
|
Appleton Partners Inc
|
SELL
|
- |
-152- 2.51% |
$9.45K - $10.3K
|
5.9K
$418K
|
|
|
Apr 26, 2023
Q1 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-154- 4.84% |
$9.57K - $10.4K
|
3.03K
$215K
|
|
|
May 03, 2023
Q1 2023
|
Arrow Financial Corp
|
SELL
|
- |
-157- 20.93% |
$9.76K - $10.6K
|
593
$42K
|
|
|
May 12, 2023
Q1 2023
|
Great Point Wealth Advisors, LLC
Boston, MA |
SELL
|
- |
-160- 0.74% |
$9.95K - $10.8K
|
21.6K
$1.53M
|
|
|
May 02, 2023
Q1 2023
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-166- 9.67% |
$10.3K - $11.2K
|
1.55K
$110K
|
|
|
Apr 07, 2023
Q1 2023
|
Emerald Advisors, LLC
|
SELL
|
- |
-169- 0.26% |
$10.5K - $11.4K
|
65.3K
$4.62M
|
|
|
May 11, 2023
Q1 2023
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-169- 88.48% |
$10.5K - $11.4K
|
22
$1.56K
|
|
|
May 05, 2023
Q1 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-182- 5.14% |
$11.3K - $12.3K
|
3.36K
$238K
|
|
|
May 15, 2023
Q1 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-182- 0.9% |
$11.3K - $12.3K
|
20K
$1.42M
|
|
|
May 03, 2023
Q1 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-184- 0.09% |
$11.4K - $12.5K
|
210K
$14.9M
|
|
|
May 11, 2023
Q1 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-184- 1.5% |
$11.4K - $12.5K
|
12.1K
$859K
|
|
|
May 04, 2023
Q1 2023
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-187- 3.95% |
$11.6K - $12.7K
|
4.55K
$322K
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-191- 4.08% |
$11.9K - $12.9K
|
4.49K
$318K
|
|
|
Apr 21, 2023
Q1 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-192- 26.45% |
$11.9K - $13K
|
534
$37.8K
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-192- 4.7% |
$11.9K - $13K
|
3.89K
$276K
|
|
|
May 15, 2023
Q1 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
SELL
|
- |
-195- 7.47% |
$12.1K - $13.2K
|
2.42K
$171K
|
|
|
Apr 19, 2023
Q1 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-199- 0.18% |
$12.4K - $13.5K
|
113K
$7.97M
|
|
|
Apr 25, 2023
Q1 2023
|
Montz Harcus Wealth Management LLC
|
SELL
|
- |
-199- 0.25% |
$12.4K - $13.5K
|
78K
$5.52M
|
|
|
May 01, 2023
Q1 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-199- 0.74% |
$12.4K - $13.5K
|
26.6K
$1.89M
|
|
|
May 15, 2023
Q1 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-204- 0.97% |
$12.7K - $13.8K
|
20.8K
$1.47M
|
|
|
May 11, 2023
Q1 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-207- 42.95% |
$12.9K - $14K
|
275
$19.5K
|
|
|
May 15, 2023
Q1 2023
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-209- 1.39% |
$13K - $14.1K
|
14.8K
$1.05M
|
|
|
Jan 24, 2024
Q1 2023
|
Cedrus LLC
Littleton, CO |
SELL
|
- |
-221- 2.28% |
$13.7K - $15K
|
9.48K
$671K
|
|
|
Apr 20, 2023
Q1 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-230- 3.0% |
$14.3K - $15.6K
|
7.43K
$526K
|
|
|
May 08, 2023
Q1 2023
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-231- 4.42% |
$14.4K - $15.6K
|
5K
$354K
|
|
|
May 08, 2023
Q1 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-233- 0.67% |
$14.5K - $15.8K
|
34.3K
$2.43M
|
|
|
Apr 06, 2023
Q1 2023
|
Dbk Financial Counsel, LLC
|
SELL
|
- |
-240- 1.15% |
$14.9K - $16.2K
|
20.6K
$1.46M
|
|
|
Apr 18, 2023
Q1 2023
|
Domani Wealth, LLC
|
SELL
|
- |
-259- 0.63% |
$16.1K - $17.5K
|
40.7K
$2.88M
|
|
|
Apr 05, 2023
Q1 2023
|
Rovin Capital
|
SELL
|
- |
-263- 0.68% |
$16.4K - $17.8K
|
38.5K
$2.73M
|
|
|
May 01, 2023
Q1 2023
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-264- 0.2% |
$16.4K - $17.9K
|
130K
$9.18M
|
|
|
May 04, 2023
Q1 2023
|
Hardy Reed LLC
|
SELL
|
- |
-265- 0.21% |
$16.5K - $17.9K
|
126K
$8.93M
|
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-267Closed |
$16.6K - $18.1K
|
0
$0
|
|
|
Apr 26, 2023
Q1 2023
|
New Potomac Partners, LLC
|
SELL
|
- |
-272- 1.8% |
$16.9K - $18.4K
|
14.9K
$1.05M
|
|
|
May 08, 2023
Q1 2023
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-275- 0.53% |
$17.1K - $18.6K
|
51.3K
$3.63M
|
|
|
Apr 06, 2023
Q1 2023
|
Baron Financial Group, LLC
Fair Lawn, NJ |
SELL
|
- |
-285- 6.89% |
$17.7K - $19.3K
|
3.85K
$273K
|
|
|
Apr 20, 2023
Q1 2023
|
High Mark Wealth Management LLC
|
SELL
|
- |
-299- 10.02% |
$18.6K - $20.2K
|
2.69K
$190K
|
|
|
May 11, 2023
Q1 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-299- 1.83% |
$18.6K - $20.2K
|
16.1K
$1.14M
|
|
|
May 03, 2023
Q1 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-300- 0.88% |
$18.7K - $20.3K
|
33.6K
$2.38M
|
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-308- 11.52% |
$19.1K - $20.9K
|
2.37K
$168K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-311- 31.22% |
$19.3K - $21.1K
|
685
$48.5K
|
|
|
May 10, 2023
Q1 2023
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-313- 8.22% |
$19.5K - $21.2K
|
3.49K
$247K
|
|
|
May 15, 2023
Q1 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-321- 6.54% |
$20K - $21.7K
|
4.59K
$325K
|
|
|
Apr 26, 2023
Q1 2023
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-330- 2.91% |
$20.5K - $22.3K
|
11K
$780K
|