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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2022
Q2 2022
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-145- 0.35% |
$8.4K - $10.2K
|
41.4K
$2.95M
|
|
|
Aug 15, 2022
Q2 2022
|
Power Corp Of Canada
Montreal, Quebec, Z4 |
SELL
|
- |
-148Closed |
$8.57K - $10.4K
|
0
$0
|
|
|
Aug 01, 2022
Q2 2022
|
James Investment Research Inc
|
SELL
|
- |
-149- 50.0% |
$8.63K - $10.5K
|
149
$10.6K
|
|
|
Jul 19, 2022
Q2 2022
|
Diversified, LLC
|
SELL
|
- |
-152- 2.91% |
$8.8K - $10.7K
|
5.08K
$362K
|
|
|
Jul 29, 2022
Q2 2022
|
Single Point Partners, LLC
|
SELL
|
- |
-156- 0.11% |
$9.03K - $11K
|
144K
$10.3M
|
|
|
Aug 15, 2022
Q2 2022
|
Greenline Partners, LLC
New York, NY |
SELL
|
- |
-172Closed |
$9.96K - $12.1K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Rise Advisors, LLC
|
SELL
|
- |
-174- 0.78% |
$10.1K - $12.3K
|
22.1K
$1.58M
|
|
|
Aug 02, 2022
Q2 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-174Closed |
$10.1K - $12.3K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-175- 4.19% |
$10.1K - $12.3K
|
4K
$285K
|
|
|
Aug 15, 2022
Q2 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-175- 1.05% |
$10.1K - $12.3K
|
16.5K
$1.18M
|
|
|
Aug 11, 2022
Q2 2022
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-180- 1.99% |
$10.4K - $12.7K
|
8.88K
$633K
|
|
|
Aug 15, 2022
Q2 2022
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-183- 1.09% |
$10.6K - $12.9K
|
16.7K
$1.19M
|
|
|
Dec 18, 2023
Q2 2022
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-183- 0.08% |
$10.6K - $12.9K
|
242K
$17.3M
|
|
|
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-187Closed |
$10.8K - $13.2K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-191- 3.72% |
$11.1K - $13.5K
|
4.94K
$353K
|
|
|
Aug 15, 2022
Q2 2022
|
Siena Capital LLC
Cincinnati, OH |
SELL
|
- |
-196- 16.82% |
$11.4K - $13.8K
|
969
$69.1K
|
|
|
Jul 21, 2022
Q2 2022
|
Accredited Investors Inc.
|
SELL
|
- |
-209- 2.66% |
$12.1K - $14.7K
|
7.65K
$546K
|
|
|
Aug 15, 2022
Q2 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-211- 0.95% |
$12.2K - $14.9K
|
22K
$1.57M
|
|
|
Jul 19, 2022
Q2 2022
|
High Mark Wealth Management LLC
|
SELL
|
- |
-225- 6.75% |
$13K - $15.9K
|
3.11K
$222K
|
|
|
Aug 01, 2022
Q2 2022
|
Montecito Bank & Trust
|
SELL
|
- |
-227- 0.2% |
$13.1K - $16K
|
111K
$7.9M
|
|
|
Aug 05, 2022
Q2 2022
|
Palisade Asset Management, LLC
|
SELL
|
- |
-229- 1.16% |
$13.3K - $16.1K
|
19.6K
$1.4M
|
|
|
Aug 09, 2022
Q2 2022
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-230- 0.25% |
$13.3K - $16.2K
|
90.8K
$6.48M
|
|
|
Aug 11, 2022
Q2 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-243Closed |
$14.1K - $17.1K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
-250- 1.95% |
$14.5K - $17.6K
|
12.6K
$896K
|
|
|
Aug 11, 2022
Q2 2022
|
Droms Strauss Advisors Inc
St. Louis, MO |
SELL
|
- |
-260- 2.08% |
$15.1K - $18.3K
|
12.2K
$872K
|
|
|
Jul 18, 2022
Q2 2022
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-265- 2.98% |
$15.3K - $18.7K
|
8.62K
$615K
|
|
|
Jul 14, 2022
Q2 2022
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-270Closed |
$15.6K - $19K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-271- 4.54% |
$15.7K - $19.1K
|
5.7K
$407K
|
|
|
Aug 12, 2022
Q2 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-278- 14.41% |
$16.1K - $19.6K
|
1.65K
$118K
|
|
|
Aug 09, 2022
Q2 2022
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-280- 1.13% |
$16.2K - $19.7K
|
24.5K
$1.75M
|
|
|
Aug 30, 2022
Q2 2022
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-291- 5.37% |
$16.9K - $20.5K
|
5.13K
$366K
|
|
|
Aug 15, 2022
Q2 2022
|
High Falls Advisors, Inc
Rochester, NY |
SELL
|
- |
-293- 2.43% |
$17K - $20.6K
|
11.8K
$838K
|
|
|
Jul 13, 2022
Q2 2022
|
Ade, LLC
|
SELL
|
- |
-295- 0.32% |
$17.1K - $20.8K
|
90.7K
$6.47M
|
|
|
Aug 15, 2022
Q2 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
SELL
|
- |
-300- 0.54% |
$17.4K - $21.1K
|
55.6K
$3.96M
|
|
|
Aug 22, 2022
Q2 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-307- 71.23% |
$17.8K - $21.6K
|
124
$8.85K
|
|
|
Aug 09, 2022
Q2 2022
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-309- 39.67% |
$17.9K - $21.8K
|
470
$33.5K
|
|
|
Aug 09, 2022
Q2 2022
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-309- 8.64% |
$17.9K - $21.8K
|
3.27K
$233K
|
|
|
Jul 28, 2022
Q2 2022
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-311- 7.14% |
$18K - $21.9K
|
4.04K
$289K
|
|
|
Jul 19, 2022
Q2 2022
|
Stone Point Wealth LLC
|
SELL
|
- |
-316- 2.9% |
$18.3K - $22.3K
|
10.6K
$755K
|
|
|
Jul 25, 2022
Q2 2022
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-318Closed |
$18.4K - $22.4K
|
0
$0
|
|
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-319- 14.64% |
$18.5K - $22.5K
|
1.86K
$133K
|
|
|
Jul 27, 2022
Q2 2022
|
Kanawha Capital Management LLC
|
SELL
|
- |
-324- 0.65% |
$18.8K - $22.8K
|
49.9K
$3.56M
|
|
|
Jul 28, 2022
Q2 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-325- 13.55% |
$18.8K - $22.9K
|
2.07K
$148K
|
|
|
Jul 13, 2022
Q2 2022
|
Birch Hill Investment Advisors LLC
|
SELL
|
- |
-330- 5.08% |
$19.1K - $23.3K
|
6.17K
$440K
|
|
|
Jul 18, 2022
Q2 2022
|
Keudell
|
SELL
|
- |
-330- 4.87% |
$19.1K - $23.3K
|
6.45K
$460K
|
|
|
Jul 22, 2022
Q2 2022
|
Ackerman Capital Advisors, LLC
|
SELL
|
- |
-333- 0.94% |
$19.3K - $23.5K
|
34.9K
$2.49M
|
|
|
Aug 03, 2022
Q2 2022
|
Stephens Inc
|
SELL
|
- |
-347- 8.08% |
$20.1K - $24.4K
|
3.95K
$282K
|
|
|
Jul 08, 2022
Q2 2022
|
Appleton Partners Inc
|
SELL
|
- |
-349- 5.35% |
$20.2K - $24.6K
|
6.18K
$441K
|
|
|
Aug 08, 2022
Q2 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-349- 1.54% |
$20.2K - $24.6K
|
22.3K
$1.59M
|
|
|
Jul 13, 2022
Q2 2022
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-352- 7.15% |
$20.4K - $24.8K
|
4.57K
$326K
|