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 10, 2023
Q1 2023
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-333- 3.25% |
$20.7K - $22.5K
|
9.91K
$702K
|
|
|
May 03, 2023
Q1 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-336- 5.24% |
$20.9K - $22.7K
|
6.08K
$431K
|
|
|
Apr 13, 2023
Q1 2023
|
Bowman & CO S.C.
|
SELL
|
- |
-341- 0.5% |
$21.2K - $23.1K
|
67.5K
$4.78M
|
|
|
Apr 27, 2023
Q1 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-344- 70.93% |
$21.4K - $23.3K
|
141
$9.99K
|
|
|
Apr 26, 2023
Q1 2023
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-346- 8.05% |
$21.5K - $23.4K
|
3.95K
$280K
|
|
|
Apr 10, 2023
Q1 2023
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-348- 52.73% |
$21.6K - $23.6K
|
312
$22.1K
|
|
|
Apr 13, 2023
Q1 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-349- 10.66% |
$21.7K - $23.6K
|
2.93K
$207K
|
|
|
May 01, 2024
Q1 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-350- 73.38% |
$21.8K - $23.7K
|
127
$9K
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-357- 88.15% |
$22.2K - $24.2K
|
48
$3.4K
|
|
|
May 08, 2023
Q1 2023
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-359- 2.54% |
$22.3K - $24.3K
|
13.8K
$976K
|
|
|
May 09, 2023
Q1 2023
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-363- 0.42% |
$22.6K - $24.6K
|
85.2K
$6.03M
|
|
|
Apr 13, 2023
Q1 2023
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-384- 10.15% |
$23.9K - $26K
|
3.4K
$241K
|
|
|
Apr 19, 2023
Q1 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-395- 1.87% |
$24.6K - $26.7K
|
20.7K
$1.47M
|
|
|
May 02, 2023
Q1 2023
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-398- 0.34% |
$24.7K - $26.9K
|
117K
$8.27M
|
|
|
Apr 13, 2023
Q1 2023
|
Spinnaker Trust
|
SELL
|
- |
-401- 0.66% |
$24.9K - $27.1K
|
60.2K
$4.26M
|
|
|
May 11, 2023
Q1 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-402- 1.96% |
$25K - $27.2K
|
20.1K
$1.42M
|
|
|
May 12, 2023
Q1 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-406- 5.45% |
$25.2K - $27.5K
|
7.04K
$499K
|
|
|
May 12, 2023
Q1 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-406- 1.83% |
$25.2K - $27.5K
|
21.7K
$1.54M
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-419- 6.89% |
$26K - $28.4K
|
5.66K
$401K
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-428- 8.84% |
$26.6K - $29K
|
4.41K
$313K
|
|
|
May 05, 2023
Q1 2023
|
Ddfg, Inc
Thousand Oaks, CA |
SELL
|
- |
-429- 9.41% |
$26.7K - $29K
|
4.13K
$292K
|
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-432- 6.26% |
$26.9K - $29.2K
|
6.47K
$458K
|
|
|
Apr 25, 2023
Q1 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
SELL
|
- |
-438- 7.91% |
$27.2K - $29.7K
|
5.1K
$361K
|
|
|
May 11, 2023
Q1 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-438- 2.44% |
$27.2K - $29.7K
|
17.5K
$1.24M
|
|
|
Apr 11, 2023
Q1 2023
|
Tl Private Wealth
|
SELL
|
- |
-440- 2.96% |
$27.4K - $29.8K
|
14.4K
$1.02M
|
|
|
Apr 12, 2023
Q1 2023
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-444- 9.21% |
$27.6K - $30.1K
|
4.38K
$310K
|
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-446- 40.92% |
$27.7K - $30.2K
|
644
$45.6K
|
|
|
Apr 07, 2023
Q1 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-450- 1.29% |
$28K - $30.5K
|
34.5K
$2.44M
|
|
|
Apr 11, 2023
Q1 2023
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-456- 0.15% |
$28.3K - $30.9K
|
307K
$21.7M
|
|
|
May 09, 2023
Q1 2023
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-461- 9.15% |
$28.7K - $31.2K
|
4.58K
$324K
|
|
|
Apr 26, 2023
Q1 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-472- 4.68% |
$29.3K - $32K
|
9.61K
$681K
|
|
|
May 15, 2023
Q1 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-479- 1.04% |
$29.8K - $32.4K
|
45.7K
$3.24M
|
|
|
May 02, 2023
Q1 2023
|
Strategy Asset Managers LLC
|
SELL
|
- |
-481- 2.7% |
$29.9K - $32.6K
|
17.3K
$1.23M
|
|
|
May 15, 2023
Q1 2023
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-492- 24.75% |
$30.6K - $33.3K
|
1.5K
$106K
|
|
|
May 12, 2023
Q1 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-498- 3.04% |
$31K - $33.7K
|
15.9K
$1.12M
|
|
|
Apr 14, 2023
Q1 2023
|
Wealth Management Partners, LLC
|
SELL
|
- |
-504- 4.2% |
$31.3K - $34.1K
|
11.5K
$814K
|
|
|
May 01, 2023
Q1 2023
|
Grant
|
SELL
|
- |
-504- 4.42% |
$31.3K - $34.1K
|
10.9K
$772K
|
|
|
Apr 05, 2023
Q1 2023
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-505- 4.76% |
$31.4K - $34.2K
|
10.1K
$717K
|
|
|
Apr 20, 2023
Q1 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-506- 4.49% |
$31.5K - $34.3K
|
10.8K
$763K
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-512- 0.32% |
$31.8K - $34.7K
|
162K
$11.5M
|
|
|
May 11, 2023
Q1 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-518- 5.37% |
$32.2K - $35.1K
|
9.12K
$646K
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-532- 0.96% |
$33.1K - $36K
|
54.8K
$3.88M
|
|
|
May 04, 2023
Q1 2023
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-552- 0.84% |
$34.3K - $37.4K
|
65.2K
$4.62M
|
|
|
May 05, 2023
Q1 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-554- 5.34% |
$34.4K - $37.5K
|
9.82K
$695K
|
|
|
May 09, 2023
Q1 2023
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-567- 3.4% |
$35.3K - $38.4K
|
16.1K
$1.14M
|
|
|
Apr 20, 2023
Q1 2023
|
High Tower Trust Services, Lta
|
SELL
|
- |
-578- 1.67% |
$35.9K - $39.1K
|
34K
$2.41M
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-581- 1.86% |
$36.1K - $39.3K
|
30.6K
$2.17M
|
|
|
May 15, 2023
Q1 2023
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-581- 6.79% |
$36.1K - $39.3K
|
7.98K
$565K
|
|
|
May 10, 2023
Q1 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
SELL
|
- |
-591- 6.01% |
$36.7K - $40K
|
9.24K
$654K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-593- 1.83% |
$36.9K - $40.1K
|
31.8K
$2.25M
|