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 29, 2022
Q2 2022
|
Parsons Capital Management Inc
|
BUY
|
- |
1.7K+ 13.9% |
$98.6K - $120K
|
14K
$996K
|
|
|
Aug 12, 2022
Q2 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
1.7K+ 3.38% |
$98.4K - $120K
|
52K
$3.71M
|
|
|
Jul 11, 2022
Q2 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
1.69K+ 36.22% |
$97.8K - $119K
|
6.35K
$453K
|
|
|
Jul 26, 2022
Q2 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
1.67KNew |
$96.5K - $117K
|
1.67K
$119K
|
|
|
Jul 20, 2022
Q2 2022
|
Trust CO Of Vermont
|
BUY
|
- |
1.6KNew |
$92.7K - $113K
|
1.6K
$114K
|
|
|
Aug 02, 2022
Q2 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.58K+ 15.87% |
$91.6K - $111K
|
11.6K
$824K
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.58K+ 1.13% |
$91.2K - $111K
|
141K
$10.1M
|
|
|
Aug 04, 2022
Q2 2022
|
Independent Advisor Alliance
|
BUY
|
- |
1.57K+ 4.75% |
$90.8K - $110K
|
34.6K
$2.47M
|
|
|
Jul 22, 2022
Q2 2022
|
Trust CO Of Virginia
|
BUY
|
- |
1.56K+ 2.2% |
$90.5K - $110K
|
72.6K
$5.18M
|
|
|
Jul 11, 2022
Q2 2022
|
Peterson Wealth Services
|
BUY
|
- |
1.56K+ 18.8% |
$90.4K - $110K
|
9.87K
$704K
|
|
|
Oct 11, 2022
Q2 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
1.55K+ 30.19% |
$89.8K - $109K
|
6.69K
$477K
|
|
|
Jul 12, 2022
Q2 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
1.55K+ 57.95% |
$89.7K - $109K
|
4.22K
$301K
|
|
|
Jul 27, 2022
Q2 2022
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
1.54K+ 26.3% |
$89.3K - $109K
|
7.41K
$528K
|
|
|
Aug 05, 2022
Q2 2022
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
1.53K+ 5.18% |
$88.8K - $108K
|
31.1K
$2.22M
|
|
|
Aug 15, 2022
Q2 2022
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
1.51K+ 1.33% |
$87.7K - $107K
|
115K
$8.2M
|
|
|
Sep 21, 2023
Q2 2022
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
1.51K+ 0.99% |
$87.4K - $106K
|
155K
$11M
|
|
|
Aug 12, 2022
Q2 2022
|
Frontier Asset Management, LLC
Sheridan, WY |
BUY
|
- |
1.51K+ 1.96% |
$87.4K - $106K
|
78.5K
$5.6M
|
|
|
Aug 12, 2022
Q2 2022
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
1.49K+ 22.39% |
$86.1K - $105K
|
8.13K
$580K
|
|
|
Aug 02, 2022
Q2 2022
|
Hubbell Strickland Wealth Management, LLC
|
BUY
|
- |
1.46K+ 3.11% |
$84.5K - $103K
|
48.4K
$3.45M
|
|
|
Jul 20, 2022
Q2 2022
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
1.42K+ 0.93% |
$82K - $99.8K
|
154K
$11M
|
|
|
Jul 20, 2022
Q2 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
1.41K+ 2.97% |
$81.4K - $99K
|
48.8K
$3.48M
|
|
|
Jul 22, 2022
Q2 2022
|
Kcs Wealth Advisory
|
BUY
|
- |
1.37K+ 3.39% |
$79.3K - $96.5K
|
41.8K
$2.98M
|
|
|
Aug 15, 2022
Q2 2022
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
1.37K+ 4.82% |
$79.2K - $96.4K
|
29.7K
$2.12M
|
|
|
Jul 15, 2022
Q2 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
1.37K+ 8.64% |
$79.1K - $96.2K
|
17.2K
$1.23M
|
|
|
Aug 10, 2022
Q2 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
1.35K+ 16.56% |
$78.1K - $95K
|
9.49K
$677K
|
|
|
Jul 26, 2022
Q2 2022
|
New Square Capital LLC
|
BUY
|
- |
1.33K+ 480.14% |
$77K - $93.7K
|
1.61K
$115K
|
|
|
Aug 15, 2022
Q2 2022
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
BUY
|
- |
1.33K+ 0.95% |
$76.9K - $93.6K
|
141K
$10.1M
|
|
|
Aug 16, 2022
Q2 2022
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
1.32KNew |
$76.4K - $93K
|
1.32K
$94.2K
|
|
|
Aug 03, 2022
Q2 2022
|
Valley Forge Investment Consultants Inc Adv
|
BUY
|
- |
1.31K+ 0.33% |
$75.7K - $92.2K
|
399K
$28.5M
|
|
|
Aug 15, 2022
Q2 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
1.31K+ 7.91% |
$75.6K - $92K
|
17.8K
$1.27M
|
|
|
Aug 05, 2022
Q2 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
1.3K+ 20.49% |
$75.4K - $91.7K
|
7.66K
$546K
|
|
|
Jul 22, 2022
Q2 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
1.29K+ 4.49% |
$74.6K - $90.8K
|
30K
$2.14M
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
1.27K+ 1.17% |
$73.7K - $89.6K
|
110K
$7.85M
|
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
1.26K+ 8.93% |
$73.2K - $89.1K
|
15.4K
$1.1M
|
|
|
Aug 12, 2022
Q2 2022
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
1.24K+ 2.34% |
$71.9K - $87.4K
|
54.4K
$3.88M
|
|
|
Jul 19, 2022
Q2 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1.19K+ 3.35% |
$69.1K - $84.1K
|
36.8K
$2.63M
|
|
|
Jul 28, 2022
Q2 2022
|
Shelton Wealth Management, LLC
|
BUY
|
- |
1.18K+ 2.66% |
$68.5K - $83.4K
|
45.7K
$3.26M
|
|
|
Jul 12, 2022
Q2 2022
|
Wbh Advisory Inc
|
BUY
|
- |
1.18K+ 0.87% |
$68.2K - $83K
|
137K
$9.75M
|
|
|
Aug 04, 2022
Q2 2022
|
Retirement Group, LLC
|
BUY
|
- |
1.17K+ 84.7% |
$68K - $82.7K
|
2.56K
$183K
|
|
|
Jul 19, 2022
Q2 2022
|
Columbia Trust CO 01012016
|
BUY
|
- |
1.1K+ 2.91% |
$63.4K - $77.2K
|
38.8K
$2.77M
|
|
|
Jul 22, 2022
Q2 2022
|
First National Bank Sioux Falls
|
BUY
|
- |
1.09K+ 7.13% |
$63.3K - $77K
|
16.4K
$1.17M
|
|
|
Jul 20, 2022
Q2 2022
|
Tufton Capital Management
|
BUY
|
- |
1.09K+ 7.8% |
$63.2K - $76.9K
|
15.1K
$1.08M
|
|
|
Nov 09, 2022
Q2 2022
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
1.08K+ 0.97% |
$62.3K - $75.8K
|
112K
$7.99M
|
|
|
Jul 13, 2022
Q2 2022
|
Orgel Wealth Management, LLC
|
BUY
|
- |
1.06K+ 0.52% |
$61.3K - $74.6K
|
206K
$14.7M
|
|
|
Jul 28, 2022
Q2 2022
|
Alta Wealth Advisors LLC
|
BUY
|
- |
1.04K+ 19.74% |
$60.4K - $73.5K
|
6.33K
$451K
|
|
|
Aug 05, 2022
Q2 2022
|
Clear Investment Research, LLC
|
BUY
|
- |
1.04K+ 2.34% |
$60.4K - $73.5K
|
45.5K
$3.25M
|
|
|
Jul 29, 2022
Q2 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
1.03K+ 16.06% |
$59.4K - $72.3K
|
7.42K
$529K
|
|
|
Jul 21, 2022
Q2 2022
|
Sol Capital Management CO
|
BUY
|
- |
1.01K+ 6.02% |
$58.2K - $70.8K
|
17.7K
$1.26M
|
|
|
Jul 28, 2022
Q2 2022
|
Cairn Investment Group, Inc.
|
BUY
|
- |
1K+ 24.18% |
$57.9K - $70.5K
|
5.14K
$366K
|
|
|
Aug 09, 2022
Q2 2022
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
997+ 3.5% |
$57.7K - $70.2K
|
29.5K
$2.1M
|