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 20, 2023
Q1 2023
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-18.8K- 30.27% |
$1.17M - $1.27M
|
43.2K
$3.06M
|
|
|
May 10, 2023
Q1 2023
|
Fulcrum Capital LLC
|
SELL
|
- |
-18.9K- 36.77% |
$1.17M - $1.28M
|
32.5K
$2.3M
|
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-19.4K- 2.67% |
$1.21M - $1.32M
|
709K
$50.2M
|
|
|
Apr 26, 2023
Q1 2023
|
Financial Life Advisors
|
SELL
|
- |
-19.9K- 20.64% |
$1.24M - $1.35M
|
76.6K
$5.43M
|
|
|
May 01, 2023
Q1 2023
|
Rkl Wealth Management LLC
|
SELL
|
- |
-20.2K- 1.72% |
$1.25M - $1.36M
|
1.15M
$81.6M
|
|
|
Apr 19, 2023
Q1 2023
|
Old National Bancorp
|
SELL
|
- |
-20.2K- 10.48% |
$1.26M - $1.37M
|
173K
$12.2M
|
|
|
May 01, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-20.8K- 6.59% |
$1.29M - $1.41M
|
295K
$20.9M
|
|
|
Apr 19, 2023
Q1 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-21.6K- 3.39% |
$1.34M - $1.46M
|
615K
$43.6M
|
|
|
May 11, 2023
Q1 2023
|
Private Capital Management LLC
|
SELL
|
- |
-21.7K- 7.75% |
$1.35M - $1.47M
|
258K
$18.3M
|
|
|
May 11, 2023
Q1 2023
|
Cutler Investment Counsel LLC
|
SELL
|
- |
-21.8K- 7.38% |
$1.35M - $1.47M
|
273K
$19.4M
|
|
|
Apr 27, 2023
Q1 2023
|
Ironwood Wealth Management, Llc.
|
SELL
|
- |
-21.8K- 3.81% |
$1.36M - $1.48M
|
552K
$39.1M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-22.1K- 18.1% |
$1.37M - $1.49M
|
99.9K
$7.07M
|
|
|
May 03, 2023
Q1 2023
|
Calamos Wealth Management LLC
|
SELL
|
- |
-22.2K- 20.46% |
$1.38M - $1.51M
|
86.4K
$6.12M
|
|
|
Apr 25, 2023
Q1 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-23.8K- 1.91% |
$1.48M - $1.61M
|
1.22M
$86.4M
|
|
|
May 15, 2023
Q1 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-23.8K- 74.02% |
$1.48M - $1.61M
|
8.35K
$592K
|
|
|
Apr 26, 2023
Q1 2023
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-24.4K- 86.64% |
$1.51M - $1.65M
|
3.76K
$266K
|
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
SELL
|
- |
-24.6K- 6.7% |
$1.53M - $1.66M
|
342K
$24.3M
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-24.7K- 68.99% |
$1.53M - $1.67M
|
11.1K
$785K
|
|
|
Apr 18, 2023
Q1 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-26K- 4.94% |
$1.62M - $1.76M
|
500K
$35.4M
|
|
|
May 15, 2023
Q1 2023
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-26.1K- 12.7% |
$1.62M - $1.77M
|
179K
$12.7M
|
|
|
Apr 17, 2023
Q1 2023
|
Sterling Investment Advisors LLC
|
SELL
|
- |
-26.4K- 5.45% |
$1.64M - $1.79M
|
458K
$32.4M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-27.4K- 8.56% |
$1.7M - $1.86M
|
293K
$20.7M
|
|
|
May 12, 2023
Q1 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-27.9K- 67.99% |
$1.73M - $1.89M
|
13.1K
$930K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-28.3K- 1.04% |
$1.76M - $1.92M
|
2.68M
$190M
|
|
|
May 08, 2023
Q1 2023
|
Truepoint, Inc.
|
SELL
|
- |
-28.7K- 1.59% |
$1.78M - $1.94M
|
1.77M
$126M
|
|
|
May 01, 2023
Q1 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-28.8K- 4.78% |
$1.79M - $1.95M
|
572K
$40.6M
|
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-29.5K- 60.13% |
$1.83M - $1.99M
|
19.5K
$1.38M
|
|
|
Apr 26, 2023
Q1 2023
|
Strategic Investment Management, LLC
|
SELL
|
- |
-29.7K- 24.8% |
$1.85M - $2.01M
|
90K
$6.38M
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-30.3K- 14.59% |
$1.88M - $2.05M
|
177K
$12.6M
|
|
|
May 26, 2023
Q1 2023
|
Alterna Wealth Management, Inc
Houston, TX |
SELL
|
- |
-30.5K- 52.27% |
$1.89M - $2.06M
|
27.8K
$1.97M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Capital Management LLC
|
SELL
|
- |
-30.5K- 2.52% |
$1.89M - $2.06M
|
1.18M
$83.5M
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-30.6K- 11.1% |
$1.91M - $2.07M
|
245K
$17.4M
|
|
|
Apr 11, 2023
Q1 2023
|
Columbia Trust CO 01012016
|
SELL
|
- |
-30.7K- 45.93% |
$1.91M - $2.08M
|
36.1K
$2.56M
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
SELL
|
- |
-30.8K- 36.07% |
$1.91M - $2.09M
|
54.6K
$3.87M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-31.2K- 1.91% |
$1.94M - $2.11M
|
1.6M
$114M
|
|
|
Apr 13, 2023
Q1 2023
|
Bremer Bank National Association
|
SELL
|
- |
-31.4K- 12.48% |
$1.95M - $2.13M
|
220K
$15.6M
|
|
|
Apr 07, 2023
Q1 2023
|
Diversified Trust CO
|
SELL
|
- |
-32.1K- 4.23% |
$1.99M - $2.17M
|
726K
$51.5M
|
|
|
May 12, 2023
Q1 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-32.3K- 97.93% |
$2.01M - $2.19M
|
683
$48.4K
|
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-32.4K- 29.48% |
$2.01M - $2.19M
|
77.5K
$5.49M
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-32.5K- 43.37% |
$2.02M - $2.2M
|
42.5K
$3.01M
|
|
|
Apr 21, 2023
Q1 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-33K- 34.01% |
$2.05M - $2.24M
|
64.1K
$4.54M
|
|
|
Apr 27, 2023
Q1 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-33.6K- 14.29% |
$2.09M - $2.27M
|
201K
$14.3M
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
SELL
|
- |
-33.7K- 14.81% |
$2.1M - $2.28M
|
194K
$13.7M
|
|
|
May 02, 2023
Q1 2023
|
Victory Capital Management Inc
|
SELL
|
- |
-33.9K- 9.49% |
$2.1M - $2.29M
|
323K
$22.9M
|
|
|
May 02, 2023
Q1 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-35.4K- 2.87% |
$2.2M - $2.39M
|
1.2M
$84.8M
|
|
|
Apr 20, 2023
Q1 2023
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-36.3K- 7.74% |
$2.26M - $2.46M
|
433K
$30.7M
|
|
|
May 04, 2023
Q1 2023
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
SELL
|
- |
-36.4K- 78.24% |
$2.26M - $2.47M
|
10.1K
$718K
|
|
|
Apr 12, 2023
Q1 2023
|
Cliftonlarsonallen Wealth Advisors, LLC
|
SELL
|
- |
-37.8K- 1.66% |
$2.35M - $2.56M
|
2.24M
$158M
|
|
|
Oct 28, 2024
Q1 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-39.5K- 31.91% |
$2.46M - $2.68M
|
84.3K
$5.97M
|
|
|
Apr 18, 2023
Q1 2023
|
Shelter Ins Retirement Plan
|
SELL
|
- |
-39.8K- 8.86% |
$2.47M - $2.7M
|
410K
$29M
|