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
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-600- 2.03% |
$37.3K - $40.6K
|
28.9K
$2.05M
|
|
|
Apr 18, 2023
Q1 2023
|
Pack Private Wealth, LLC
Wayzata, MN |
SELL
|
- |
-615- 2.03% |
$38.2K - $41.6K
|
29.6K
$2.1M
|
|
|
May 10, 2023
Q1 2023
|
Human Investing LLC
|
SELL
|
- |
-622- 8.16% |
$38.7K - $42.1K
|
7K
$496K
|
|
|
Apr 20, 2023
Q1 2023
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-626- 5.34% |
$38.9K - $42.4K
|
11.1K
$787K
|
|
|
May 09, 2023
Q1 2023
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-630- 0.65% |
$39.2K - $42.7K
|
96.7K
$6.85M
|
|
|
Apr 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-638- 0.49% |
$39.7K - $43.2K
|
129K
$9.17M
|
|
|
Apr 27, 2023
Q1 2023
|
Columbus Macro, LLC
|
SELL
|
- |
-639- 1.15% |
$39.7K - $43.3K
|
54.9K
$3.89M
|
|
|
Apr 05, 2023
Q1 2023
|
Empirical Finance, LLC
|
SELL
|
- |
-641- 8.53% |
$39.9K - $43.4K
|
6.87K
$487K
|
|
|
Apr 24, 2023
Q1 2023
|
Peak Financial Management, Inc.
|
SELL
|
- |
-644- 0.78% |
$40K - $43.6K
|
82.3K
$5.83M
|
|
|
May 03, 2023
Q1 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-646- 15.2% |
$40.2K - $43.7K
|
3.6K
$255K
|
|
|
Apr 19, 2023
Q1 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-666- 89.16% |
$41.4K - $45.1K
|
81
$5.74K
|
|
|
Apr 20, 2023
Q1 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-672- 2.52% |
$41.8K - $45.5K
|
26K
$1.84M
|
|
|
May 15, 2023
Q1 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-675- 1.28% |
$42K - $45.7K
|
52.2K
$3.7M
|
|
|
May 01, 2023
Q1 2023
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-677- 11.15% |
$42.1K - $45.8K
|
5.4K
$382K
|
|
|
Apr 24, 2023
Q1 2023
|
Essex Savings Bank
|
SELL
|
- |
-679- 18.01% |
$42.2K - $46K
|
3.09K
$219K
|
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-681- 4.95% |
$42.3K - $46.1K
|
13.1K
$926K
|
|
|
Apr 12, 2023
Q1 2023
|
Worth Asset Management, LLC
|
SELL
|
- |
-690- 52.67% |
$42.9K - $46.7K
|
620
$43.9K
|
|
|
May 02, 2023
Q1 2023
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-691- 2.14% |
$43K - $46.8K
|
31.6K
$2.24M
|
|
|
May 03, 2023
Q1 2023
|
Schiavi & CO LLC
Wilmington, DE |
SELL
|
- |
-691- 2.25% |
$43K - $46.8K
|
30.1K
$2.13M
|
|
|
Apr 11, 2023
Q1 2023
|
Rvw Wealth, LLC
|
SELL
|
- |
-696- 5.53% |
$43.3K - $47.1K
|
11.9K
$842K
|
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-698- 13.11% |
$43.4K - $47.3K
|
4.63K
$328K
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-703- 92.38% |
$43.7K - $47.6K
|
58
$4.11K
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-704- 14.4% |
$43.8K - $47.7K
|
4.19K
$297K
|
|
|
Apr 20, 2023
Q1 2023
|
Evensky & Katz LLC
|
SELL
|
- |
-705- 4.77% |
$43.8K - $47.7K
|
14.1K
$998K
|
|
|
Apr 18, 2023
Q1 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-720- 2.31% |
$44.8K - $48.7K
|
30.5K
$2.16M
|
|
|
Apr 20, 2023
Q1 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-720- 15.29% |
$44.8K - $48.7K
|
3.99K
$283K
|
|
|
May 11, 2023
Q1 2023
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-729- 2.38% |
$45.3K - $49.4K
|
29.9K
$2.12M
|
|
|
May 15, 2023
Q1 2023
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-744- 3.79% |
$46.3K - $50.4K
|
18.9K
$1.34M
|
|
|
May 16, 2023
Q1 2023
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-756- 0.71% |
$47K - $51.2K
|
105K
$7.45M
|
|
|
Jul 22, 2024
Q1 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-765- 13.47% |
$47.6K - $51.8K
|
4.91K
$348K
|
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
SELL
|
- |
-766- 6.57% |
$47.6K - $51.9K
|
10.9K
$772K
|
|
|
May 09, 2023
Q1 2023
|
Motco
|
SELL
|
- |
-772- 12.27% |
$48K - $52.3K
|
5.52K
$391K
|
|
|
Apr 17, 2023
Q1 2023
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-782- 2.86% |
$48.6K - $52.9K
|
26.5K
$1.88M
|
|
|
May 02, 2023
Q1 2023
|
Matson Money. Inc.
|
SELL
|
- |
-790- 0.04% |
$49.1K - $53.5K
|
2.08M
$148M
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-795- 3.85% |
$49.4K - $53.8K
|
19.9K
$1.41M
|
|
|
May 16, 2023
Q1 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-795- 14.86% |
$49.4K - $53.8K
|
4.56K
$323K
|
|
|
Apr 27, 2023
Q1 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-801- 2.27% |
$49.8K - $54.2K
|
34.5K
$2.44M
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-804- 1.45% |
$50K - $54.4K
|
54.7K
$3.88M
|
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-806- 1.48% |
$50.1K - $54.6K
|
53.6K
$3.8M
|
|
|
May 11, 2023
Q1 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-806- 3.51% |
$50.1K - $54.6K
|
22.1K
$1.57M
|
|
|
Apr 14, 2023
Q1 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-809- 0.28% |
$50.3K - $54.8K
|
288K
$20.4M
|
|
|
May 11, 2023
Q1 2023
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-813- 4.95% |
$50.5K - $55K
|
15.6K
$1.11M
|
|
|
May 15, 2023
Q1 2023
|
State Street Corp
Boston, MA |
SELL
|
- |
-816- 3.11% |
$50.7K - $55.2K
|
25.4K
$1.8M
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-829- 1.34% |
$51.5K - $56.1K
|
60.9K
$4.31M
|
|
|
May 16, 2023
Q1 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-833- 1.75% |
$51.8K - $56.4K
|
46.7K
$3.31M
|
|
|
Apr 05, 2023
Q1 2023
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-840- 3.74% |
$52.2K - $56.9K
|
21.6K
$1.53M
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-887- 20.3% |
$55.1K - $60K
|
3.48K
$247K
|
|
|
May 10, 2023
Q1 2023
|
Isthmus Partners, LLC
Madison, WI |
SELL
|
- |
-892- 0.19% |
$55.5K - $60.4K
|
474K
$33.6M
|
|
|
Apr 27, 2023
Q1 2023
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-897- 18.66% |
$55.8K - $60.7K
|
3.91K
$277K
|
|
|
Sep 07, 2023
Q1 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-901- 17.82% |
$56K - $61K
|
4.16K
$294K
|