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 03, 2023
Q1 2023
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-4.7K- 1.66% |
$292K - $318K
|
278K
$20.2M
|
|
Apr 28, 2023
Q1 2023
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-4.77K- 13.43% |
$296K - $323K
|
30.7K
$2.23M
|
|
Apr 20, 2023
Q1 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-4.77K- 6.91% |
$297K - $323K
|
64.3K
$4.66M
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-4.83K- 89.34% |
$300K - $327K
|
576
$41.8K
|
|
Apr 14, 2023
Q1 2023
|
Bryant Woods Investment Advisors, LLC
|
SELL
|
- |
-4.98K- 14.32% |
$310K - $337K
|
29.8K
$2.16M
|
|
Apr 17, 2023
Q1 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-5.03K- 35.73% |
$313K - $341K
|
9.05K
$657K
|
|
May 04, 2023
Q1 2023
|
Scissortail Wealth Management, LLC
Tulsa, OK |
SELL
|
- |
-5.13K- 75.67% |
$319K - $347K
|
1.65K
$120K
|
|
Apr 13, 2023
Q1 2023
|
Veery Capital, LLC
|
SELL
|
- |
-5.19K- 3.11% |
$322K - $351K
|
161K
$11.7M
|
|
Apr 24, 2023
Q1 2023
|
Opus Capital Group, LLC
|
SELL
|
- |
-5.25K- 1.46% |
$327K - $356K
|
354K
$25.7M
|
|
Apr 20, 2023
Q1 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-5.29K- 13.28% |
$329K - $358K
|
34.6K
$2.51M
|
|
May 11, 2023
Q1 2023
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-5.33K- 7.98% |
$331K - $361K
|
61.4K
$4.46M
|
|
May 10, 2023
Q1 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-5.34K- 7.5% |
$332K - $361K
|
65.8K
$4.77M
|
|
May 04, 2023
Q1 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-5.46K- 16.26% |
$339K - $370K
|
28.1K
$2.04M
|
|
May 15, 2023
Q1 2023
|
Matrix Private Capital Group LLC
New York, NY |
SELL
|
- |
-5.52K- 4.1% |
$343K - $374K
|
129K
$9.37M
|
|
Apr 21, 2023
Q1 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-5.56K- 1.41% |
$346K - $376K
|
389K
$28.2M
|
|
May 15, 2023
Q1 2023
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-5.56K- 39.32% |
$346K - $376K
|
8.58K
$623K
|
|
May 16, 2023
Q1 2023
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-5.64K- 63.67% |
$351K - $382K
|
3.22K
$233K
|
|
May 08, 2023
Q1 2023
|
Investment Partners, Ltd.
|
SELL
|
- |
-5.69K- 6.66% |
$353K - $385K
|
79.7K
$5.78M
|
|
May 15, 2023
Q1 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
SELL
|
- |
-5.7K- 25.31% |
$354K - $386K
|
16.8K
$1.22M
|
|
May 09, 2023
Q1 2023
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-5.76K- 14.24% |
$358K - $390K
|
34.7K
$2.52M
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-5.8K- 10.93% |
$361K - $393K
|
47.3K
$3.43M
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-5.82K- 6.77% |
$362K - $394K
|
80.1K
$5.81M
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-5.97K- 1.39% |
$371K - $404K
|
424K
$30.7M
|
|
Apr 28, 2023
Q1 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-6K- 2.29% |
$373K - $406K
|
257K
$18.6M
|
|
May 15, 2023
Q1 2023
|
Avalon Investment & Advisory
Houston, TX |
SELL
|
- |
-6.09K- 45.49% |
$379K - $413K
|
7.3K
$530K
|
|
Apr 10, 2023
Q1 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-6.23K- 14.62% |
$387K - $422K
|
36.4K
$2.64M
|
|
May 15, 2023
Q1 2023
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
SELL
|
- |
-6.25K- 8.6% |
$388K - $423K
|
66.4K
$4.82M
|
|
Apr 13, 2023
Q1 2023
|
Smith & Howard Wealth Management, LLC
|
SELL
|
- |
-6.37K- 1.58% |
$396K - $431K
|
396K
$28.7M
|
|
May 03, 2023
Q1 2023
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-6.37K- 3.62% |
$396K - $431K
|
169K
$12.3M
|
|
Apr 19, 2023
Q1 2023
|
Capital Advisors Inc
|
SELL
|
- |
-6.43K- 1.26% |
$400K - $435K
|
504K
$36.6M
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-6.46K- 0.81% |
$401K - $437K
|
794K
$57.6M
|
|
Apr 25, 2023
Q1 2023
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-6.5K- 0.38% |
$404K - $440K
|
1.7M
$123M
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-6.5K- 9.99% |
$404K - $440K
|
58.6K
$4.25M
|
|
Apr 24, 2023
Q1 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
SELL
|
- |
-6.53K- 61.64% |
$406K - $442K
|
4.06K
$295K
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-6.54K- 3.99% |
$406K - $442K
|
157K
$11.4M
|
|
Apr 20, 2023
Q1 2023
|
Fusion Family Wealth LLC
|
SELL
|
- |
-6.56K- 1.5% |
$408K - $444K
|
431K
$31.2M
|
|
May 11, 2023
Q1 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-6.67K- 10.07% |
$415K - $452K
|
59.5K
$4.32M
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-6.7K- 18.13% |
$417K - $454K
|
30.3K
$2.2M
|
|
Apr 12, 2023
Q1 2023
|
Country Club Bank
|
SELL
|
- |
-6.8K- 5.8% |
$423K - $460K
|
110K
$8.01M
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-6.81K- 9.15% |
$423K - $461K
|
67.6K
$4.9M
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-6.81K- 9.15% |
$423K - $461K
|
67.6K
$4.9M
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-6.99K- 5.32% |
$435K - $473K
|
124K
$9.03M
|
|
Dec 19, 2024
Q1 2023
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-7.13K- 4.7% |
$443K - $482K
|
145K
$10.5M
|
|
May 10, 2023
Q1 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-7.22K- 14.95% |
$449K - $489K
|
41.1K
$2.98M
|
|
May 10, 2023
Q1 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-7.36K- 32.05% |
$458K - $498K
|
15.6K
$1.13M
|
|
May 03, 2023
Q1 2023
|
Facet Wealth, Inc.
|
SELL
|
- |
-7.54K- 1.28% |
$469K - $510K
|
583K
$42.3M
|
|
May 05, 2023
Q1 2023
|
Renasant Bank
|
SELL
|
- |
-7.66K- 58.23% |
$476K - $519K
|
5.5K
$399K
|
|
May 12, 2023
Q1 2023
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-7.86K- 3.87% |
$488K - $532K
|
195K
$14.2M
|
|
May 04, 2023
Q1 2023
|
Aaf Wealth Management, LLC
|
SELL
|
- |
-7.88K- 9.67% |
$490K - $533K
|
73.5K
$5.33M
|
|
Apr 11, 2023
Q1 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-8.1K- 1.93% |
$503K - $548K
|
411K
$29.8M
|