Purchases and Sales Made in Q2 2022 in Ishares Tr (IEFA)
This table provides information about the institutional ownership of Ishares Tr (IEFA) during Q2 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.82K+ 0.78% |
$163K - $199K
|
366K
$25.8M
|
|
|
Aug 15, 2022
Q2 2022
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
2.81K+ 6.1% |
$163K - $198K
|
48.8K
$3.44M
|
|
|
Jan 19, 2023
Q2 2022
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
2.79K+ 9.54% |
$162K - $197K
|
32K
$2.26M
|
|
|
Jul 15, 2022
Q2 2022
|
Arkansas Financial Group, Inc.
|
BUY
|
- |
2.76K+ 11.83% |
$160K - $195K
|
26.1K
$1.84M
|
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.75K+ 6.45% |
$159K - $194K
|
45.4K
$3.2M
|
|
|
Aug 12, 2022
Q2 2022
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
2.74K+ 3.22% |
$159K - $193K
|
87.9K
$6.19M
|
|
|
Jul 15, 2022
Q2 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
2.72K+ 68.49% |
$158K - $192K
|
6.7K
$472K
|
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.7K+ 8.94% |
$156K - $190K
|
32.9K
$2.32M
|
|
|
Jul 18, 2022
Q2 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
2.63K+ 14.64% |
$152K - $186K
|
20.6K
$1.45M
|
|
|
Jul 25, 2022
Q2 2022
|
Spinnaker Trust
|
BUY
|
- |
2.63K+ 4.51% |
$152K - $185K
|
61K
$4.3M
|
|
|
May 09, 2023
Q2 2022
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
2.6K+ 19.86% |
$151K - $183K
|
15.7K
$1.11M
|
|
|
Aug 12, 2022
Q2 2022
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
2.59K+ 2.91% |
$150K - $183K
|
91.7K
$6.47M
|
|
|
Aug 12, 2022
Q2 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2.57K+ 3.19% |
$149K - $181K
|
83.3K
$5.87M
|
|
|
Aug 15, 2022
Q2 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
2.48K+ 17.36% |
$143K - $174K
|
16.7K
$1.18M
|
|
|
Dec 26, 2024
Q2 2022
|
Cypress Capital, LLC
|
BUY
|
- |
2.4KNew |
$139K - $169K
|
2.4K
$169K
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
2.38K+ 15.13% |
$138K - $168K
|
18.1K
$1.28M
|
|
|
Aug 08, 2022
Q2 2022
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
2.36K+ 0.82% |
$137K - $166K
|
291K
$20.5M
|
|
|
Jul 15, 2022
Q2 2022
|
Rhs Financial, LLC
|
BUY
|
- |
2.33K+ 38.05% |
$135K - $164K
|
8.44K
$595K
|
|
|
Aug 15, 2022
Q2 2022
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
2.31K+ 1.74% |
$134K - $163K
|
135K
$9.53M
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2.29K+ 5.21% |
$133K - $162K
|
46.4K
$3.27M
|
|
|
Feb 13, 2024
Q2 2022
|
United Community Bank
Greenville, SC |
BUY
|
- |
2.29KNew |
$133K - $162K
|
2.29K
$162K
|
|
|
Jul 27, 2022
Q2 2022
|
Founders Financial Securities LLC
|
BUY
|
- |
2.27K+ 3.32% |
$132K - $160K
|
70.7K
$4.98M
|
|
|
Aug 04, 2022
Q2 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
2.26K+ 18.54% |
$131K - $160K
|
14.5K
$1.02M
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
2.19KNew |
$127K - $154K
|
2.19K
$154K
|
|
|
Aug 09, 2022
Q2 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.19K+ 4.26% |
$127K - $154K
|
53.5K
$3.77M
|
|
|
Aug 02, 2022
Q2 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
2.17K+ 91.71% |
$126K - $153K
|
4.53K
$319K
|
|
|
Jul 18, 2022
Q2 2022
|
Carlson Capital Management
|
BUY
|
- |
2.16K+ 14.14% |
$125K - $152K
|
17.5K
$1.23M
|
|
|
Jul 20, 2022
Q2 2022
|
Grant
|
BUY
|
- |
2.14K+ 17.52% |
$124K - $151K
|
14.4K
$1.01M
|
|
|
Aug 02, 2022
Q2 2022
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
2.14K+ 0.31% |
$124K - $151K
|
685K
$48.3M
|
|
|
Aug 01, 2022
Q2 2022
|
Blue Chip Partners, Inc.
|
BUY
|
- |
2.11K+ 80.32% |
$122K - $148K
|
4.73K
$333K
|
|
|
Aug 11, 2022
Q2 2022
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
2.07K+ 9.89% |
$120K - $146K
|
23K
$1.62M
|
|
|
Aug 01, 2022
Q2 2022
|
Heritage Investors Management Corp
|
BUY
|
- |
2.06K+ 1.24% |
$119K - $145K
|
168K
$11.9M
|
|
|
Aug 11, 2022
Q2 2022
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
2.06K+ 3.19% |
$119K - $145K
|
66.5K
$4.68M
|
|
|
Aug 15, 2022
Q2 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2.03K+ 4.82% |
$117K - $143K
|
44.1K
$3.11M
|
|
|
Jul 15, 2022
Q2 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.99K+ 1.61% |
$115K - $140K
|
125K
$8.81M
|
|
|
Aug 15, 2022
Q2 2022
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
1.97K+ 0.41% |
$114K - $139K
|
488K
$34.4M
|
|
|
Jul 18, 2022
Q2 2022
|
South Shore Capital Advisors
|
BUY
|
- |
1.97K+ 52.97% |
$114K - $139K
|
5.69K
$401K
|
|
|
Aug 04, 2022
Q2 2022
|
Plancorp, LLC
|
BUY
|
- |
1.97K+ 2.16% |
$114K - $138K
|
92.8K
$6.54M
|
|
|
Jul 29, 2022
Q2 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.93K+ 21.24% |
$112K - $136K
|
11K
$775K
|
|
|
Aug 11, 2022
Q2 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
1.92K+ 1.09% |
$111K - $135K
|
178K
$12.6M
|
|
|
Jul 11, 2022
Q2 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.89K+ 827.07% |
$110K - $133K
|
2.12K
$150K
|
|
|
Aug 15, 2022
Q2 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.83K+ 454.23% |
$106K - $129K
|
2.23K
$157K
|
|
|
Jul 27, 2022
Q2 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.82K+ 4.67% |
$105K - $128K
|
40.7K
$2.87M
|
|
|
Jul 19, 2022
Q2 2022
|
Jgp Wealth Management, LLC
|
BUY
|
- |
1.77K+ 6.21% |
$102K - $124K
|
30.2K
$2.13M
|
|
|
Aug 12, 2022
Q2 2022
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
1.76K+ 3.73% |
$102K - $124K
|
48.8K
$3.44M
|
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
1.73K+ 0.65% |
$100K - $122K
|
269K
$18.9M
|
|
|
Aug 12, 2022
Q2 2022
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
1.73K+ 5.66% |
$100K - $122K
|
32.3K
$2.28M
|
|
|
Aug 01, 2022
Q2 2022
|
Widmann Financial Services, Inc.
|
BUY
|
- |
1.73K+ 1.86% |
$100K - $122K
|
94.8K
$6.68M
|
|
|
Aug 03, 2022
Q2 2022
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
1.73K+ 4.15% |
$99.9K - $122K
|
43.3K
$3.05M
|
|
|
Jul 12, 2022
Q2 2022
|
Baldrige Asset Management LLC
|
BUY
|
- |
1.72K+ 2.87% |
$99.6K - $121K
|
61.7K
$4.35M
|