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 11, 2023
Q1 2023
|
Stolper CO
|
SELL
|
- |
-1.56K- 24.01% |
$97K - $106K
|
4.94K
$358K
|
|
|
May 09, 2023
Q1 2023
|
Blue Sky Wealth Advisors, LLC
|
SELL
|
- |
-1.57K- 6.54% |
$97.5K - $106K
|
22.4K
$1.63M
|
|
|
May 11, 2023
Q1 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
SELL
|
- |
-1.62K- 0.86% |
$101K - $110K
|
186K
$13.5M
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.63K- 10.65% |
$101K - $110K
|
13.7K
$991K
|
|
|
May 08, 2023
Q1 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-1.7K- 34.98% |
$106K - $115K
|
3.16K
$230K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
SELL
|
- |
-1.71K- 0.43% |
$106K - $115K
|
397K
$28.8M
|
|
|
May 03, 2023
Q1 2023
|
Element Wealth, LLC
|
SELL
|
- |
-1.72K- 2.94% |
$107K - $116K
|
56.7K
$4.12M
|
|
|
May 04, 2023
Q1 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-1.72K- 13.13% |
$107K - $117K
|
11.4K
$826K
|
|
|
Apr 04, 2024
Q1 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-1.76K- 2.42% |
$109K - $119K
|
70.8K
$5.14M
|
|
|
May 05, 2023
Q1 2023
|
Briggs Advisory Group, Inc.
|
SELL
|
- |
-1.8K- 3.97% |
$112K - $122K
|
43.4K
$3.15M
|
|
|
Apr 18, 2023
Q1 2023
|
Rodgers & Associates, LTD
|
SELL
|
- |
-1.83K- 2.1% |
$113K - $124K
|
85K
$6.16M
|
|
|
May 10, 2023
Q1 2023
|
Signature Securities Group Corporation
|
SELL
|
- |
-1.83K- 9.5% |
$114K - $124K
|
17.5K
$1.27M
|
|
|
May 15, 2023
Q1 2023
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-1.84K- 30.31% |
$114K - $124K
|
4.23K
$307K
|
|
|
Apr 24, 2023
Q1 2023
|
Windward Private Wealth Management Inc.
|
SELL
|
- |
-1.84K- 3.39% |
$114K - $125K
|
52.5K
$3.81M
|
|
|
May 15, 2023
Q1 2023
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-1.86K- 5.11% |
$116K - $126K
|
34.5K
$2.5M
|
|
|
May 08, 2023
Q1 2023
|
Brighton Jones LLC
|
SELL
|
- |
-1.9K- 10.24% |
$118K - $129K
|
16.7K
$1.21M
|
|
|
Apr 12, 2023
Q1 2023
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-1.92K- 15.72% |
$119K - $130K
|
10.3K
$746K
|
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-1.93K- 2.77% |
$120K - $130K
|
67.5K
$4.9M
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-1.96K- 30.71% |
$122K - $133K
|
4.42K
$321K
|
|
|
Apr 19, 2023
Q1 2023
|
Navalign, LLC
|
SELL
|
- |
-1.97K- 14.8% |
$122K - $133K
|
11.3K
$821K
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-1.97K- 6.29% |
$122K - $133K
|
29.3K
$2.13M
|
|
|
May 10, 2023
Q1 2023
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-1.98K- 11.19% |
$123K - $134K
|
15.7K
$1.14M
|
|
|
May 15, 2023
Q1 2023
|
Dravo Bay LLC
Wilmington, DE |
SELL
|
- |
-2K- 3.56% |
$124K - $135K
|
54.1K
$3.93M
|
|
|
Apr 14, 2023
Q1 2023
|
Advocacy Wealth Management Services, LLC
|
SELL
|
- |
-2.01K- 22.29% |
$125K - $136K
|
7K
$508K
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-2.02K- 38.76% |
$125K - $136K
|
3.18K
$231K
|
|
|
May 10, 2023
Q1 2023
|
Roble, Belko & Company, Inc
Sewickley, PA |
SELL
|
- |
-2.03K- 2.96% |
$126K - $137K
|
66.4K
$4.82M
|
|
|
Apr 24, 2023
Q1 2023
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-2.05K- 25.87% |
$127K - $139K
|
5.87K
$426K
|
|
|
Apr 17, 2023
Q1 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-2.07K- 4.71% |
$129K - $140K
|
42K
$3.05M
|
|
|
May 15, 2023
Q1 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-2.08K- 14.61% |
$129K - $141K
|
12.1K
$880K
|
|
|
May 11, 2023
Q1 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-2.09K- 1.97% |
$130K - $142K
|
104K
$7.55M
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
SELL
|
- |
-2.1K- 6.24% |
$131K - $142K
|
31.6K
$2.29M
|
|
|
May 12, 2023
Q1 2023
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-2.12K- 35.26% |
$132K - $144K
|
3.9K
$283K
|
|
|
May 02, 2023
Q1 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-2.14K- 7.48% |
$133K - $145K
|
26.4K
$1.92M
|
|
|
May 12, 2023
Q1 2023
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.14K- 4.61% |
$133K - $145K
|
44.3K
$3.21M
|
|
|
May 15, 2023
Q1 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-2.15K- 5.06% |
$134K - $146K
|
40.3K
$2.93M
|
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-2.17K- 2.9% |
$135K - $147K
|
72.8K
$5.28M
|
|
|
May 12, 2023
Q1 2023
|
Private Portfolio Partners LLC
|
SELL
|
- |
-2.18K- 35.05% |
$135K - $148K
|
4.04K
$293K
|
|
|
Apr 24, 2023
Q1 2023
|
Peoples Bank
|
SELL
|
- |
-2.26K- 10.1% |
$140K - $153K
|
20.1K
$1.46M
|
|
|
May 10, 2023
Q1 2023
|
Gds Wealth Management
|
SELL
|
- |
-2.27K- 12.85% |
$141K - $154K
|
15.4K
$1.12M
|
|
|
Apr 19, 2023
Q1 2023
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-2.3K- 5.36% |
$143K - $156K
|
40.6K
$2.95M
|
|
|
May 12, 2023
Q1 2023
|
Gitterman Wealth Management, LLC
|
SELL
|
- |
-2.31K- 31.83% |
$144K - $157K
|
4.96K
$359K
|
|
|
May 15, 2023
Q1 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-2.33K- 19.6% |
$145K - $158K
|
9.56K
$693K
|
|
|
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
SELL
|
- |
-2.34K- 4.6% |
$145K - $158K
|
48.5K
$3.52M
|
|
|
Apr 17, 2023
Q1 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-2.36K- 14.66% |
$147K - $160K
|
13.7K
$995K
|
|
|
Apr 27, 2023
Q1 2023
|
North Landing Financial Partners, LLC
Rochester, NY |
SELL
|
- |
-2.39K- 0.71% |
$148K - $162K
|
334K
$24.3M
|
|
|
May 02, 2023
Q1 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-2.41K- 0.26% |
$150K - $163K
|
923K
$67M
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-2.46K- 14.64% |
$153K - $167K
|
14.3K
$1.04M
|
|
|
Apr 06, 2023
Q1 2023
|
Kwmg, LLC
|
SELL
|
- |
-2.47K- 9.32% |
$153K - $167K
|
24K
$1.74M
|
|
|
May 05, 2023
Q1 2023
|
Peninsula Asset Management Inc
Bradenton, FL |
SELL
|
- |
-2.47K- 6.15% |
$154K - $167K
|
37.7K
$2.73M
|
|
|
May 11, 2023
Q1 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-2.59K- 0.78% |
$161K - $175K
|
331K
$24M
|