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 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
5.03K+ 3.09% |
$313K - $340K
|
168K
$11.8M
|
|
|
Sep 06, 2023
Q1 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
5.02KNew |
$312K - $340K
|
5.02K
$353K
|
|
|
May 11, 2023
Q1 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
4.93K+ 43.41% |
$307K - $334K
|
16.3K
$1.15M
|
|
|
Apr 26, 2023
Q1 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
4.9K+ 80.15% |
$305K - $332K
|
11K
$774K
|
|
|
May 15, 2023
Q1 2023
|
Cabot Wellington, LLC
Boston, MA |
BUY
|
- |
4.84K+ 0.57% |
$301K - $327K
|
856K
$60.2M
|
|
|
May 09, 2023
Q1 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
4.83K+ 3.13% |
$300K - $327K
|
159K
$11.2M
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
4.82K+ 6.07% |
$300K - $327K
|
84.3K
$5.92M
|
|
|
Apr 26, 2023
Q1 2023
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
4.81K+ 1.9% |
$299K - $326K
|
257K
$18.1M
|
|
|
May 05, 2023
Q1 2023
|
Regimen Wealth, LLC
Atlanta, GA |
BUY
|
- |
4.78K+ 127.38% |
$297K - $324K
|
8.54K
$600K
|
|
|
Apr 27, 2023
Q1 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
4.76KNew |
$296K - $322K
|
4.76K
$335K
|
|
|
Apr 17, 2023
Q1 2023
|
Colton Groome Financial Advisors, LLC
|
BUY
|
- |
4.74K+ 14.01% |
$294K - $321K
|
38.5K
$2.71M
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
4.71K+ 1.54% |
$293K - $319K
|
311K
$21.9M
|
|
|
May 10, 2023
Q1 2023
|
Biechele Royce Advisors
|
BUY
|
- |
4.59KNew |
$285K - $311K
|
4.59K
$322K
|
|
|
May 15, 2023
Q1 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
4.58K+ 0.95% |
$285K - $310K
|
487K
$34.2M
|
|
|
Apr 27, 2023
Q1 2023
|
Telos Capital Management, Inc.
|
BUY
|
- |
4.57K+ 6.76% |
$284K - $309K
|
72.1K
$5.07M
|
|
|
Nov 16, 2023
Q1 2023
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
4.55K+ 1.17% |
$283K - $308K
|
392K
$27.5M
|
|
|
May 15, 2023
Q1 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
4.55K+ 20.91% |
$283K - $308K
|
26.3K
$1.85M
|
|
|
May 09, 2023
Q1 2023
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
4.5KNew |
$280K - $304K
|
4.5K
$316K
|
|
|
May 22, 2023
Q1 2023
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
4.48KNew |
$278K - $303K
|
4.48K
$315K
|
|
|
May 10, 2023
Q1 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
4.46K+ 16.08% |
$277K - $302K
|
32.2K
$2.26M
|
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
4.45K+ 40.01% |
$277K - $301K
|
15.6K
$1.09M
|
|
|
May 04, 2023
Q1 2023
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
4.32K+ 57.17% |
$269K - $293K
|
11.9K
$835K
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
4.27KNew |
$265K - $289K
|
4.27K
$300K
|
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
4.25K+ 29.65% |
$264K - $287K
|
18.6K
$1.3M
|
|
|
May 01, 2023
Q1 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
4.14KNew |
$257K - $280K
|
4.14K
$291K
|
|
|
Apr 14, 2023
Q1 2023
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
4.13KNew |
$257K - $280K
|
4.13K
$290K
|
|
|
Apr 12, 2023
Q1 2023
|
Old Port Advisors
|
BUY
|
- |
4.13K+ 30.58% |
$257K - $279K
|
17.6K
$1.24M
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
4.07K+ 14.19% |
$253K - $275K
|
32.7K
$2.3M
|
|
|
Apr 20, 2023
Q1 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
4.05K+ 97.12% |
$252K - $274K
|
8.22K
$578K
|
|
|
May 05, 2023
Q1 2023
|
Alliance Wealth Management Group
Flemington, NJ |
BUY
|
- |
4.05K+ 6.4% |
$252K - $274K
|
67.3K
$4.73M
|
|
|
May 09, 2023
Q1 2023
|
Jfg Wealth Management, LLC
Denver, CO |
BUY
|
- |
4.02KNew |
$250K - $272K
|
4.02K
$282K
|
|
|
Apr 17, 2023
Q1 2023
|
Fifth Third Securities, Inc.
|
BUY
|
- |
3.99K+ 9.34% |
$248K - $270K
|
46.8K
$3.29M
|
|
|
May 15, 2023
Q1 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
3.96KNew |
$246K - $268K
|
3.96K
$278K
|
|
|
May 03, 2023
Q1 2023
|
Intergy Private Wealth, LLC
|
BUY
|
- |
3.92KNew |
$244K - $265K
|
3.92K
$275K
|
|
|
May 12, 2023
Q1 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
3.89K+ 58.0% |
$242K - $263K
|
10.6K
$744K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3.85K+ 0.03% |
$239K - $261K
|
15.4M
$1.08B
|
|
|
Apr 17, 2023
Q1 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
3.81KNew |
$237K - $258K
|
3.81K
$268K
|
|
|
May 10, 2023
Q1 2023
|
Argent Capital Management LLC
|
BUY
|
- |
3.81KNew |
$237K - $258K
|
3.81K
$267K
|
|
|
May 09, 2023
Q1 2023
|
Hartford Investment Management CO
|
BUY
|
- |
3.8KNew |
$236K - $257K
|
3.8K
$267K
|
|
|
Apr 25, 2023
Q1 2023
|
Coho Partners, Ltd.
|
BUY
|
- |
3.8KNew |
$236K - $257K
|
3.8K
$267K
|
|
|
May 09, 2023
Q1 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
3.79K+ 13.33% |
$236K - $257K
|
32.2K
$2.26M
|
|
|
May 09, 2023
Q1 2023
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
3.79KNew |
$235K - $256K
|
3.79K
$266K
|
|
|
Apr 28, 2023
Q1 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
3.78KNew |
$235K - $256K
|
3.78K
$265K
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
3.77K+ 23.95% |
$234K - $255K
|
19.5K
$1.37M
|
|
|
May 12, 2023
Q1 2023
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
3.76KNew |
$234K - $254K
|
3.76K
$264K
|
|
|
May 10, 2023
Q1 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
3.74K+ 16.53% |
$233K - $253K
|
26.4K
$1.85M
|
|
|
Apr 20, 2023
Q1 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
3.73KNew |
$232K - $252K
|
3.73K
$262K
|
|
|
May 15, 2023
Q1 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
3.72KNew |
$231K - $252K
|
3.72K
$261K
|
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
BUY
|
- |
3.68K+ 1.77% |
$229K - $249K
|
212K
$14.9M
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.66K+ 0.78% |
$228K - $248K
|
472K
$33.2M
|