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
|
Isthmus Partners, LLC
Madison, WI |
SELL
|
- |
-892- 0.19% |
$55.5K - $60.4K
|
474K
$36.8M
|
|
|
Apr 27, 2023
Q1 2023
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-897- 18.66% |
$55.8K - $60.7K
|
3.91K
$303K
|
|
|
Sep 07, 2023
Q1 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-901- 17.82% |
$56K - $61K
|
4.16K
$322K
|
|
|
May 08, 2023
Q1 2023
|
Bishop & CO Investment Management, LLC
|
SELL
|
- |
-916- 0.28% |
$56.9K - $62K
|
328K
$25.4M
|
|
|
Apr 25, 2023
Q1 2023
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-939- 6.59% |
$58.4K - $63.6K
|
13.3K
$1.03M
|
|
|
Aug 17, 2023
Q1 2023
|
Alamar Capital Management, LLC
|
SELL
|
- |
-950- 13.83% |
$59.1K - $64.3K
|
5.92K
$459K
|
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-954- 7.91% |
$59.3K - $64.6K
|
11.1K
$862K
|
|
|
May 01, 2023
Q1 2023
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-961- 89.73% |
$59.7K - $65.1K
|
110
$8.53K
|
|
|
May 15, 2023
Q1 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-991- 7.63% |
$61.6K - $67.1K
|
12K
$930K
|
|
|
May 10, 2023
Q1 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-992- 12.17% |
$61.7K - $67.2K
|
7.16K
$555K
|
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-1K- 39.09% |
$62.2K - $67.7K
|
1.56K
$121K
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1K- 34.9% |
$62.3K - $67.8K
|
1.87K
$145K
|
|
|
Apr 24, 2023
Q1 2023
|
Divergent Wealth Advisors
|
SELL
|
- |
-1.01K- 22.89% |
$62.8K - $68.4K
|
3.4K
$264K
|
|
|
May 15, 2023
Q1 2023
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-1.01K- 0.94% |
$62.9K - $68.4K
|
106K
$8.25M
|
|
|
Apr 24, 2023
Q1 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-1.01K- 0.99% |
$63K - $68.6K
|
101K
$7.87M
|
|
|
May 12, 2023
Q1 2023
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-1.04K- 3.5% |
$64.3K - $70.1K
|
28.5K
$2.21M
|
|
|
Sep 04, 2024
Q1 2023
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-1.04K- 3.5% |
$64.3K - $70.1K
|
28.5K
$2.21M
|
|
|
May 03, 2023
Q1 2023
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-1.04K- 0.37% |
$64.5K - $70.2K
|
280K
$21.7M
|
|
|
May 12, 2023
Q1 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-1.04K- 23.43% |
$64.5K - $70.2K
|
3.39K
$263K
|
|
|
May 12, 2023
Q1 2023
|
Aureus Asset Management, LLC
Boston, MA |
SELL
|
- |
-1.05K- 24.84% |
$65.2K - $70.9K
|
3.17K
$246K
|
|
|
May 01, 2023
Q1 2023
|
Legacy Advisors, LLC
|
SELL
|
- |
-1.06K- 24.48% |
$65.7K - $71.5K
|
3.26K
$253K
|
|
|
Apr 20, 2023
Q1 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-1.06K- 19.13% |
$65.8K - $71.7K
|
4.48K
$347K
|
|
|
Apr 19, 2023
Q1 2023
|
Retirement Planning Group
|
SELL
|
- |
-1.06K- 18.97% |
$66.1K - $72K
|
4.55K
$353K
|
|
|
May 11, 2023
Q1 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-1.08K- 5.83% |
$66.8K - $72.8K
|
17.4K
$1.35M
|
|
|
Apr 26, 2023
Q1 2023
|
Flc Capital Advisors
|
SELL
|
- |
-1.08K- 19.99% |
$66.9K - $72.8K
|
4.31K
$334K
|
|
|
Apr 11, 2023
Q1 2023
|
My Legacy Advisors, LLC
|
SELL
|
- |
-1.11K- 10.6% |
$68.8K - $74.9K
|
9.33K
$724K
|
|
|
Apr 18, 2023
Q1 2023
|
Fsc Wealth Advisors, LLC
|
SELL
|
- |
-1.11K- 16.13% |
$68.8K - $74.9K
|
5.75K
$446K
|
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-1.13K- 6.09% |
$70.1K - $76.4K
|
17.4K
$1.35M
|
|
|
Apr 17, 2023
Q1 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-1.14K- 31.38% |
$70.9K - $77.2K
|
2.5K
$194K
|
|
|
May 08, 2023
Q1 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-1.15K- 2.43% |
$71.6K - $78K
|
46.2K
$3.58M
|
|
|
Apr 20, 2023
Q1 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-1.16K- 46.12% |
$72.1K - $78.5K
|
1.36K
$105K
|
|
|
Apr 14, 2023
Q1 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-1.17K- 2.19% |
$72.7K - $79.2K
|
52.4K
$4.06M
|
|
|
May 04, 2023
Q1 2023
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-1.2K- 0.41% |
$74.7K - $81.4K
|
289K
$22.4M
|
|
|
May 02, 2023
Q1 2023
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-1.24K- 1.13% |
$77K - $83.9K
|
108K
$8.39M
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.24K- 12.9% |
$77K - $83.9K
|
8.37K
$649K
|
|
|
Apr 07, 2023
Q1 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.27K- 13.7% |
$79.2K - $86.2K
|
8.03K
$622K
|
|
|
May 01, 2023
Q1 2023
|
Heritage Investors Management Corp
|
SELL
|
- |
-1.29K- 0.77% |
$80.1K - $87.3K
|
167K
$12.9M
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-1.31K- 7.3% |
$81.6K - $88.9K
|
16.7K
$1.29M
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.33K- 9.99% |
$82.7K - $90.1K
|
12K
$930K
|
|
|
May 11, 2023
Q1 2023
|
Omnia Family Wealth, LLC
|
SELL
|
- |
-1.34K- 0.75% |
$83.3K - $90.7K
|
177K
$13.7M
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-1.34K- 3.86% |
$83.4K - $90.9K
|
33.4K
$2.59M
|
|
|
Apr 18, 2023
Q1 2023
|
Tanager Wealth Management LLP
|
SELL
|
- |
-1.36K- 1.03% |
$84.2K - $91.7K
|
130K
$10.1M
|
|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-1.37K- 17.26% |
$85.1K - $92.7K
|
6.56K
$509K
|
|
|
Apr 25, 2023
Q1 2023
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-1.37K- 6.76% |
$85.3K - $92.9K
|
18.9K
$1.47M
|
|
|
May 02, 2023
Q1 2023
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-1.39K- 13.49% |
$86.1K - $93.8K
|
8.88K
$689K
|
|
|
May 15, 2023
Q1 2023
|
Prism Advisors, Inc.
|
SELL
|
- |
-1.4K- 2.38% |
$87.2K - $94.9K
|
57.6K
$4.47M
|
|
|
May 09, 2023
Q1 2023
|
Clear Investment Research, LLC
|
SELL
|
- |
-1.42K- 3.31% |
$88.5K - $96.3K
|
41.6K
$3.23M
|
|
|
Apr 25, 2023
Q1 2023
|
American National Bank
|
SELL
|
- |
-1.43K- 35.46% |
$88.8K - $96.7K
|
2.6K
$202K
|
|
|
Apr 21, 2023
Q1 2023
|
Arbor Investment Advisors, LLC
|
SELL
|
- |
-1.45K- 0.99% |
$90.2K - $98.2K
|
144K
$11.2M
|
|
|
Apr 19, 2023
Q1 2023
|
Schrum Private Wealth Management LLC
|
SELL
|
- |
-1.46K- 29.45% |
$90.6K - $98.7K
|
3.49K
$271K
|