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 |
|---|---|---|---|---|---|---|---|
|
Nov 30, 2023
Q2 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1+ 0.12% |
$57.9 - $70.5
|
839
$61.7K
|
|
|
Jul 25, 2022
Q2 2022
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-2- 0.01% |
$116 - $141
|
20.9K
$1.54M
|
|
|
Jul 22, 2022
Q2 2022
|
First Bank & Trust
|
SELL
|
- |
-8- 2.06% |
$463 - $564
|
381
$28K
|
|
|
Aug 12, 2022
Q2 2022
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-16- 0.15% |
$927 - $1.13K
|
10.6K
$781K
|
|
|
Aug 09, 2022
Q2 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-17- 0.41% |
$984 - $1.2K
|
4.17K
$307K
|
|
|
Aug 11, 2022
Q2 2022
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-18- 1.13% |
$1.04K - $1.27K
|
1.58K
$116K
|
|
|
Aug 15, 2022
Q2 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-19Closed |
$1.1K - $1.34K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Tsfg, LLC
|
SELL
|
- |
-21- 1.18% |
$1.22K - $1.48K
|
1.76K
$129K
|
|
|
Aug 01, 2022
Q2 2022
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-21- 1.91% |
$1.22K - $1.48K
|
1.08K
$79.5K
|
|
|
Aug 08, 2022
Q2 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-21- 0.71% |
$1.22K - $1.48K
|
2.92K
$215K
|
|
|
Aug 11, 2022
Q2 2022
|
Clear Perspectives Financial Planning, LLC
Cincinnati, OH |
SELL
|
- |
-24- 52.17% |
$1.39K - $1.69K
|
22
$1.62K
|
|
|
Aug 09, 2022
Q2 2022
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-26- 0.07% |
$1.51K - $1.83K
|
39.7K
$2.92M
|
|
|
Aug 13, 2024
Q2 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-35- 4.12% |
$2.03K - $2.47K
|
814
$59.9K
|
|
|
Jul 11, 2022
Q2 2022
|
Prism Advisors, Inc.
|
SELL
|
- |
-37- 0.06% |
$2.14K - $2.61K
|
63.1K
$4.64M
|
|
|
Jul 25, 2022
Q2 2022
|
Sound Financial Strategies Group, LLC
|
SELL
|
- |
-38- 1.97% |
$2.2K - $2.68K
|
1.89K
$139K
|
|
|
Jul 20, 2022
Q2 2022
|
Planning Alternatives LTD
|
SELL
|
- |
-40- 0.38% |
$2.32K - $2.82K
|
10.4K
$766K
|
|
|
Aug 16, 2022
Q2 2022
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-40- 15.56% |
$2.32K - $2.82K
|
217
$16K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-46- 0.68% |
$2.66K - $3.24K
|
6.75K
$497K
|
|
|
Aug 12, 2022
Q2 2022
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-46- 0.6% |
$2.66K - $3.24K
|
7.66K
$564K
|
|
|
Jul 05, 2022
Q2 2022
|
Ellenbecker Investment Group
|
SELL
|
- |
-49- 0.43% |
$2.84K - $3.45K
|
11.4K
$840K
|
|
|
Jul 13, 2022
Q2 2022
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-49- 0.52% |
$2.84K - $3.45K
|
9.34K
$687K
|
|
|
Aug 03, 2022
Q2 2022
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-49- 0.4% |
$2.84K - $3.45K
|
12.3K
$906K
|
|
|
Aug 09, 2022
Q2 2022
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-49- 0.15% |
$2.84K - $3.45K
|
32.2K
$2.37M
|
|
|
Aug 15, 2022
Q2 2022
|
Aspen Investment Management Inc
Grand Rapids, MI |
SELL
|
- |
-50- 0.11% |
$2.9K - $3.52K
|
46K
$3.39M
|
|
|
Jul 22, 2022
Q2 2022
|
Brand Asset Management Group, Inc.
|
SELL
|
- |
-52- 0.51% |
$3.01K - $3.66K
|
10.2K
$748K
|
|
|
Aug 10, 2022
Q2 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
SELL
|
- |
-52- 1.17% |
$3.01K - $3.66K
|
4.39K
$323K
|
|
|
Aug 05, 2022
Q2 2022
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-52Closed |
$3.01K - $3.66K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-53- 0.27% |
$3.07K - $3.73K
|
19.4K
$1.43M
|
|
|
Aug 12, 2022
Q2 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-53- 0.04% |
$3.07K - $3.73K
|
139K
$10.2M
|
|
|
Aug 08, 2022
Q2 2022
|
Tevis Investment Management
|
SELL
|
- |
-56- 1.27% |
$3.24K - $3.95K
|
4.37K
$321K
|
|
|
Oct 03, 2022
Q2 2022
|
American Trust
Lexington, KY |
SELL
|
- |
-59- 0.32% |
$3.42K - $4.16K
|
18.2K
$1.34M
|
|
|
Aug 16, 2022
Q2 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-63Closed |
$3.65K - $4.44K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-67- 0.69% |
$3.88K - $4.72K
|
9.68K
$712K
|
|
|
Jul 25, 2022
Q2 2022
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-70Closed |
$4.05K - $4.93K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
First Financial Corp
|
SELL
|
- |
-73Closed |
$4.23K - $5.14K
|
0
$0
|
|
|
Jan 02, 2024
Q2 2022
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-73- 1.28% |
$4.23K - $5.14K
|
5.62K
$413K
|
|
|
Aug 04, 2022
Q2 2022
|
Addison Advisors LLC
|
SELL
|
- |
-77- 49.04% |
$4.46K - $5.43K
|
80
$5.89K
|
|
|
Oct 16, 2023
Q2 2022
|
Schoolcraft Capital LLC
Boulder, CO |
SELL
|
- |
-81- 1.55% |
$4.69K - $5.71K
|
5.15K
$379K
|
|
|
Aug 11, 2022
Q2 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
SELL
|
- |
-82Closed |
$4.75K - $5.78K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-87- 19.12% |
$5.04K - $6.13K
|
368
$27.1K
|
|
|
Aug 11, 2022
Q2 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-89Closed |
$5.15K - $6.27K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-90- 2.6% |
$5.21K - $6.34K
|
3.37K
$248K
|
|
|
Aug 17, 2022
Q2 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-100- 0.31% |
$5.79K - $7.05K
|
31.9K
$2.35M
|
|
|
Aug 03, 2022
Q2 2022
|
Tiedemann Advisors, LLC
|
SELL
|
- |
-101- 0.47% |
$5.85K - $7.12K
|
21.3K
$1.57M
|
|
|
Jul 13, 2022
Q2 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-106- 2.14% |
$6.14K - $7.47K
|
4.84K
$356K
|
|
|
Aug 11, 2022
Q2 2022
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-115- 0.33% |
$6.66K - $8.1K
|
34.8K
$2.56M
|
|
|
Aug 16, 2022
Q2 2022
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-122- 3.46% |
$7.07K - $8.6K
|
3.41K
$251K
|
|
|
Aug 08, 2022
Q2 2022
|
Peninsula Asset Management Inc
Bradenton, FL |
SELL
|
- |
-135- 0.31% |
$7.82K - $9.51K
|
43.1K
$3.17M
|
|
|
Jul 21, 2022
Q2 2022
|
Savior LLC
|
SELL
|
- |
-139Closed |
$8.05K - $9.79K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-140- 14.55% |
$8.11K - $9.86K
|
822
$60.5K
|