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 17, 2023
Q1 2023
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-2.66K- 24.01% |
$165K - $180K
|
8.42K
$596K
|
|
|
Apr 25, 2023
Q1 2023
|
Twele Capital Management, Inc.
|
SELL
|
- |
-2.67K- 0.88% |
$166K - $180K
|
301K
$21.3M
|
|
|
May 15, 2023
Q1 2023
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-2.7K- 44.08% |
$168K - $183K
|
3.43K
$243K
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-2.72K- 6.78% |
$169K - $184K
|
37.4K
$2.65M
|
|
|
May 03, 2023
Q1 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-2.74K- 30.22% |
$170K - $186K
|
6.33K
$449K
|
|
|
May 15, 2023
Q1 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-2.77K- 3.18% |
$172K - $188K
|
84.2K
$5.97M
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
SELL
|
- |
-2.81K- 44.24% |
$175K - $190K
|
3.54K
$251K
|
|
|
May 02, 2023
Q1 2023
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-2.85K- 47.54% |
$177K - $193K
|
3.14K
$222K
|
|
|
Apr 20, 2023
Q1 2023
|
Riverview Trust CO
|
SELL
|
- |
-2.86K- 1.69% |
$178K - $194K
|
166K
$11.8M
|
|
|
Apr 11, 2023
Q1 2023
|
Parisi Gray Wealth Management
|
SELL
|
- |
-2.92K- 15.59% |
$182K - $198K
|
15.8K
$1.12M
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
SELL
|
- |
-2.95K- 2.4% |
$183K - $200K
|
120K
$8.48M
|
|
|
May 03, 2023
Q1 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-3K- 33.12% |
$187K - $203K
|
6.06K
$429K
|
|
|
Apr 14, 2023
Q1 2023
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-3.01K- 3.55% |
$187K - $204K
|
81.7K
$5.79M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-3.02K- 5.62% |
$188K - $205K
|
50.8K
$3.6M
|
|
|
Apr 24, 2023
Q1 2023
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
SELL
|
- |
-3.04K- 1.32% |
$189K - $206K
|
227K
$16.1M
|
|
|
May 03, 2023
Q1 2023
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-3.08K- 6.32% |
$192K - $209K
|
45.7K
$3.24M
|
|
|
May 04, 2023
Q1 2023
|
Oakwell Private Wealth Management, LLC
|
SELL
|
- |
-3.1K- 3.16% |
$193K - $210K
|
94.9K
$6.72M
|
|
|
Apr 06, 2023
Q1 2023
|
Veracity Capital LLC
|
SELL
|
- |
-3.14K- 10.19% |
$195K - $213K
|
27.7K
$1.96M
|
|
|
May 11, 2023
Q1 2023
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-3.17K- 26.03% |
$197K - $215K
|
9.01K
$639K
|
|
|
May 11, 2023
Q1 2023
|
Executive Wealth Management, LLC
|
SELL
|
- |
-3.18K- 3.26% |
$198K - $215K
|
94.4K
$6.69M
|
|
|
May 11, 2023
Q1 2023
|
Sebold Capital Management, Inc.
Lisle, IL |
SELL
|
- |
-3.28K- 12.41% |
$204K - $222K
|
23.2K
$1.64M
|
|
|
May 12, 2023
Q1 2023
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
SELL
|
- |
-3.31K- 2.74% |
$206K - $224K
|
118K
$8.33M
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-3.35K- 12.94% |
$209K - $227K
|
22.6K
$1.6M
|
|
|
May 15, 2023
Q1 2023
|
Innealta Capital, LLC
Austin, TX |
SELL
|
- |
-3.38K- 7.57% |
$210K - $229K
|
41.2K
$2.92M
|
|
|
Apr 21, 2023
Q1 2023
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-3.38K- 9.23% |
$210K - $229K
|
33.3K
$2.36M
|
|
|
Sep 11, 2024
Q1 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-3.45K- 2.36% |
$214K - $233K
|
143K
$10.1M
|
|
|
Apr 24, 2023
Q1 2023
|
Diversified, LLC
|
SELL
|
- |
-3.48K- 33.42% |
$217K - $236K
|
6.94K
$492K
|
|
|
May 12, 2023
Q1 2023
|
Swmg, LLC
Fort Worth, TX |
SELL
|
- |
-3.51K- 8.24% |
$218K - $237K
|
39K
$2.77M
|
|
|
May 09, 2023
Q1 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-3.58K- 4.46% |
$223K - $242K
|
76.7K
$5.43M
|
|
|
May 09, 2023
Q1 2023
|
Armbruster Capital Management, Inc.
|
SELL
|
- |
-3.59K- 3.31% |
$223K - $243K
|
105K
$7.42M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-3.64K- 7.29% |
$226K - $246K
|
46.3K
$3.28M
|
|
|
Apr 20, 2023
Q1 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-3.65K- 1.86% |
$227K - $247K
|
192K
$13.6M
|
|
|
Apr 24, 2023
Q1 2023
|
Tru Independence LLC
|
SELL
|
- |
-3.66K- 9.05% |
$227K - $248K
|
36.7K
$2.6M
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-3.74K- 21.22% |
$232K - $253K
|
13.9K
$983K
|
|
|
May 12, 2023
Q1 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-3.74K- 11.13% |
$233K - $253K
|
29.9K
$2.12M
|
|
|
May 12, 2023
Q1 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-3.87K- 0.61% |
$241K - $262K
|
635K
$45M
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-3.97K- 0.53% |
$247K - $269K
|
741K
$52.5M
|
|
|
Apr 21, 2023
Q1 2023
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-3.97K- 1.71% |
$247K - $269K
|
229K
$16.2M
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust Co. Of Nh
|
SELL
|
- |
-3.99K- 29.9% |
$248K - $270K
|
9.36K
$663K
|
|
|
Apr 06, 2023
Q1 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-4.06K- 0.61% |
$252K - $275K
|
662K
$46.9M
|
|
|
Apr 21, 2023
Q1 2023
|
Trust CO Of Virginia
|
SELL
|
- |
-4.08K- 4.64% |
$254K - $276K
|
83.9K
$5.94M
|
|
|
Apr 12, 2023
Q1 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-4.12K- 5.37% |
$256K - $279K
|
72.6K
$5.14M
|
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-4.13K- 18.25% |
$257K - $280K
|
18.5K
$1.31M
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-4.16K- 2.58% |
$259K - $282K
|
157K
$11.1M
|
|
|
May 05, 2023
Q1 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-4.17K- 39.38% |
$259K - $282K
|
6.42K
$455K
|
|
|
Apr 20, 2023
Q1 2023
|
Cabot Wealth Management Inc
|
SELL
|
- |
-4.26K- 17.1% |
$265K - $289K
|
20.7K
$1.46M
|
|
|
May 02, 2023
Q1 2023
|
Investment Advisory Group, LLC
|
SELL
|
- |
-4.36K- 14.37% |
$271K - $295K
|
26K
$1.84M
|
|
|
May 15, 2023
Q1 2023
|
Meeder Asset Management Inc
|
SELL
|
- |
-4.46K- 1.84% |
$277K - $302K
|
238K
$16.9M
|
|
|
May 10, 2023
Q1 2023
|
Daniels&Tansey,Llp
|
SELL
|
- |
-4.48K- 1.03% |
$279K - $304K
|
430K
$30.5M
|
|
|
Apr 21, 2023
Q1 2023
|
Wealth Architects, LLC
|
SELL
|
- |
-4.68K- 1.87% |
$291K - $317K
|
246K
$17.4M
|