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
|
Client First Capital LLC
|
SELL
|
- |
-1.2K- 1.15% |
$69.3K - $84.3K
|
103K
$7.57M
|
|
|
Aug 02, 2022
Q2 2022
|
Mechanics Financial Corp
|
SELL
|
- |
-1.21K- 40.05% |
$69.8K - $84.9K
|
1.8K
$133K
|
|
|
Aug 10, 2022
Q2 2022
|
Cypress Capital Management LLC
Greenville, DE |
SELL
|
- |
-1.21K- 3.04% |
$70K - $85.2K
|
38.6K
$2.84M
|
|
|
Jul 11, 2022
Q2 2022
|
Objective Capital Management, LLC
|
SELL
|
- |
-1.26K- 4.38% |
$72.7K - $88.4K
|
27.4K
$2.02M
|
|
|
Jul 15, 2022
Q2 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-1.27K- 5.7% |
$73.3K - $89.2K
|
20.9K
$1.54M
|
|
|
Aug 10, 2022
Q2 2022
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
SELL
|
- |
-1.29K- 4.76% |
$74.9K - $91.2K
|
25.9K
$1.9M
|
|
|
Aug 12, 2022
Q2 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-1.3K- 63.79% |
$75.3K - $91.6K
|
738
$54.3K
|
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-1.31KClosed |
$76K - $92.5K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-1.32K- 4.25% |
$76.6K - $93.2K
|
29.8K
$2.19M
|
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-1.33KClosed |
$76.7K - $93.4K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-1.36K- 13.37% |
$78.9K - $96K
|
8.83K
$650K
|
|
|
Aug 15, 2022
Q2 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.36K- 23.71% |
$79K - $96.1K
|
4.39K
$323K
|
|
|
Jul 13, 2022
Q2 2022
|
Pfg Advisors
|
SELL
|
- |
-1.38K- 11.78% |
$80K - $97.3K
|
10.3K
$761K
|
|
|
Aug 05, 2022
Q2 2022
|
Bryant Woods Investment Advisors, LLC
|
SELL
|
- |
-1.39K- 4.05% |
$80.7K - $98.2K
|
33K
$2.43M
|
|
|
Aug 15, 2022
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.4K- 2.17% |
$81.1K - $98.6K
|
63K
$4.64M
|
|
|
Dec 13, 2023
Q2 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-1.4K- 2.17% |
$81.1K - $98.6K
|
63K
$4.64M
|
|
|
Jul 22, 2022
Q2 2022
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-1.41K- 10.49% |
$81.7K - $99.4K
|
12K
$886K
|
|
|
Aug 10, 2022
Q2 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1.43K- 11.76% |
$82.7K - $101K
|
10.7K
$788K
|
|
|
Aug 03, 2022
Q2 2022
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.46K- 2.96% |
$84.3K - $103K
|
47.7K
$3.51M
|
|
|
Aug 31, 2022
Q2 2022
|
S. R. Schill & Associates
Mercer Island, WA |
SELL
|
- |
-1.46K- 0.58% |
$84.6K - $103K
|
251K
$18.5M
|
|
|
Jul 29, 2022
Q2 2022
|
Brickley Wealth Management
|
SELL
|
- |
-1.46K- 0.25% |
$84.7K - $103K
|
578K
$42.5M
|
|
|
Aug 15, 2022
Q2 2022
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-1.48K- 3.26% |
$85.5K - $104K
|
43.8K
$3.22M
|
|
|
Aug 15, 2022
Q2 2022
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-1.53K- 5.59% |
$88.8K - $108K
|
25.9K
$1.9M
|
|
|
Aug 11, 2022
Q2 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-1.53KClosed |
$88.8K - $108K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-1.54K- 4.39% |
$88.9K - $108K
|
33.4K
$2.46M
|
|
|
Aug 12, 2022
Q2 2022
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-1.54K- 2.76% |
$89.2K - $109K
|
54.2K
$3.99M
|
|
|
Jul 21, 2022
Q2 2022
|
Le Jeune Puetz Investment Counsel LLC
|
SELL
|
- |
-1.55KClosed |
$89.8K - $109K
|
0
$0
|
|
|
Jul 07, 2022
Q2 2022
|
Legacy Private Trust Co.
|
SELL
|
- |
-1.59K- 21.1% |
$92.1K - $112K
|
5.95K
$438K
|
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
SELL
|
- |
-1.6K- 2.42% |
$92.5K - $113K
|
64.3K
$4.73M
|
|
|
Jul 12, 2022
Q2 2022
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-1.61K- 1.0% |
$93K - $113K
|
159K
$11.7M
|
|
|
Aug 26, 2022
Q2 2022
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-1.63K- 16.8% |
$94.2K - $115K
|
8.05K
$592K
|
|
|
Jul 21, 2022
Q2 2022
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-1.63K- 9.87% |
$94.3K - $115K
|
14.9K
$1.09M
|
|
|
Jul 18, 2022
Q2 2022
|
Wealthpoint, LLC
|
SELL
|
- |
-1.64K- 4.82% |
$94.8K - $115K
|
32.3K
$2.38M
|
|
|
Aug 12, 2022
Q2 2022
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-1.64KClosed |
$94.8K - $115K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.64K- 11.67% |
$95.1K - $116K
|
12.4K
$915K
|
|
|
Jul 18, 2022
Q2 2022
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-1.67K- 20.3% |
$96.9K - $118K
|
6.57K
$483K
|
|
|
Aug 15, 2022
Q2 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-1.67K- 13.33% |
$96.9K - $118K
|
10.9K
$800K
|
|
|
Aug 11, 2022
Q2 2022
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-1.67K- 15.63% |
$96.9K - $118K
|
9.03K
$665K
|
|
|
Jul 27, 2022
Q2 2022
|
Navalign, LLC
|
SELL
|
- |
-1.68K- 7.74% |
$97.3K - $118K
|
20K
$1.48M
|
|
|
Aug 12, 2022
Q2 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-1.69K- 6.36% |
$97.6K - $119K
|
24.8K
$1.83M
|
|
|
Aug 05, 2022
Q2 2022
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-1.69K- 1.43% |
$97.8K - $119K
|
116K
$8.55M
|
|
|
Aug 10, 2022
Q2 2022
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.73K- 32.11% |
$100K - $122K
|
3.67K
$270K
|
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.74K- 2.28% |
$100K - $122K
|
74.4K
$5.48M
|
|
|
Aug 08, 2022
Q2 2022
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-1.74K- 5.48% |
$101K - $122K
|
30K
$2.21M
|
|
|
Aug 05, 2022
Q2 2022
|
Topel & Distasi Wealth Management, LLC
|
SELL
|
- |
-1.75K- 0.99% |
$101K - $123K
|
175K
$12.9M
|
|
|
Jul 26, 2022
Q2 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-1.76K- 2.54% |
$102K - $124K
|
67.4K
$4.96M
|
|
|
Jul 19, 2022
Q2 2022
|
Sym Financial Corp
|
SELL
|
- |
-1.76KClosed |
$102K - $124K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-1.8K- 1.3% |
$104K - $127K
|
137K
$10.1M
|
|
|
Feb 24, 2023
Q2 2022
|
Kaydan Wealth Management, Inc.
Fenton, MI |
SELL
|
- |
-1.81K- 10.11% |
$105K - $128K
|
16.1K
$1.19M
|
|
|
Aug 15, 2022
Q2 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-1.87K- 2.12% |
$108K - $132K
|
86.3K
$6.35M
|