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 03, 2022
Q2 2022
|
Encompass Wealth Advisors, LLC
|
SELL
|
- |
-49.8K- 19.81% |
$2.89M - $3.51M
|
202K
$16.2M
|
|
|
Aug 01, 2022
Q2 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-49.9K- 3.48% |
$2.89M - $3.52M
|
1.38M
$111M
|
|
|
Jul 13, 2022
Q2 2022
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-50.4K- 3.14% |
$2.92M - $3.55M
|
1.55M
$125M
|
|
|
Jul 20, 2022
Q2 2022
|
Bishop & CO Investment Management, LLC
|
SELL
|
- |
-50.7K- 14.08% |
$2.93M - $3.57M
|
309K
$24.9M
|
|
|
Aug 09, 2022
Q2 2022
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
SELL
|
- |
-54.4K- 11.81% |
$3.15M - $3.83M
|
406K
$32.6M
|
|
|
Aug 12, 2024
Q2 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-54.7K- 54.08% |
$3.17M - $3.85M
|
46.4K
$3.73M
|
|
|
Jul 22, 2022
Q2 2022
|
Altium Wealth Management LLC
|
SELL
|
- |
-56.4K- 2.53% |
$3.26M - $3.97M
|
2.17M
$175M
|
|
|
May 19, 2025
Q2 2022
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-57.9K- 31.26% |
$3.36M - $4.08M
|
127K
$10.2M
|
|
|
Aug 10, 2022
Q2 2022
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-58K- 33.85% |
$3.36M - $4.09M
|
113K
$9.11M
|
|
|
Aug 12, 2022
Q2 2022
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-59K- 2.36% |
$3.42M - $4.16M
|
2.44M
$196M
|
|
|
Aug 09, 2022
Q2 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-60K- 1.38% |
$3.48M - $4.23M
|
4.29M
$345M
|
|
|
Aug 15, 2022
Q2 2022
|
Macquarie Group LTD
Australia, C3 |
SELL
|
- |
-60.7K- 7.27% |
$3.52M - $4.28M
|
774K
$62.2M
|
|
|
Aug 10, 2022
Q2 2022
|
Ubs Group Ag
|
SELL
|
- |
-65.1K- 0.29% |
$3.77M - $4.59M
|
22.8M
$1.83B
|
|
|
Aug 15, 2022
Q2 2022
|
Investure, LLC
Charlottesville, VA |
SELL
|
- |
-67.5K- 18.96% |
$3.91M - $4.75M
|
289K
$23.2M
|
|
|
Aug 12, 2022
Q2 2022
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-68.8K- 63.87% |
$3.98M - $4.84M
|
38.9K
$3.13M
|
|
|
Aug 16, 2022
Q2 2022
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-68.8K- 31.2% |
$3.99M - $4.85M
|
152K
$12.2M
|
|
|
Aug 15, 2022
Q2 2022
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-69.4K- 64.47% |
$4.02M - $4.89M
|
38.2K
$3.07M
|
|
|
Aug 15, 2022
Q2 2022
|
Dan L Duncan Foundation
Houston, TX |
SELL
|
- |
-72.1K- 8.82% |
$4.17M - $5.08M
|
745K
$59.9M
|
|
|
Jul 15, 2022
Q2 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-72.5K- 29.96% |
$4.2M - $5.11M
|
170K
$13.6M
|
|
|
Aug 12, 2022
Q2 2022
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-72.6K- 0.15% |
$4.21M - $5.12M
|
47.3M
$3.8B
|
|
|
Aug 12, 2022
Q2 2022
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-73.3K- 51.04% |
$4.25M - $5.17M
|
70.3K
$5.65M
|
|
|
Aug 01, 2022
Q2 2022
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-73.5K- 63.62% |
$4.25M - $5.18M
|
42K
$3.38M
|
|
|
Jul 12, 2022
Q2 2022
|
Diversified Trust CO
|
SELL
|
- |
-75.2K- 6.76% |
$4.35M - $5.3M
|
1.04M
$83.4M
|
|
|
Aug 16, 2022
Q2 2022
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-75.2K- 9.76% |
$4.35M - $5.3M
|
695K
$55.9M
|
|
|
Jul 26, 2022
Q2 2022
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-76.2K- 8.45% |
$4.41M - $5.37M
|
826K
$66.4M
|
|
|
Jul 29, 2022
Q2 2022
|
Opus Investment Management Inc
|
SELL
|
- |
-77.6KClosed |
$4.49M - $5.47M
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Aries Wealth Management
|
SELL
|
- |
-80.6KClosed |
$4.67M - $5.68M
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-81.6K- 27.12% |
$4.72M - $5.75M
|
219K
$17.6M
|
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-82.4K- 1.22% |
$4.77M - $5.8M
|
6.68M
$537M
|
|
|
Jul 14, 2022
Q2 2022
|
Ma Private Wealth
|
SELL
|
- |
-88.8K- 17.43% |
$5.14M - $6.26M
|
421K
$33.8M
|
|
|
Jul 07, 2022
Q2 2022
|
Lowe Wealth Advisors, LLC
|
SELL
|
- |
-90.9K- 88.93% |
$5.26M - $6.4M
|
11.3K
$910K
|
|
|
Aug 12, 2022
Q2 2022
|
Pfs Investments Inc.
Duluth, GA |
SELL
|
- |
-90.9K- 8.16% |
$5.27M - $6.41M
|
1.02M
$82.2M
|
|
|
Aug 15, 2022
Q2 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-93.8K- 62.33% |
$5.43M - $6.61M
|
56.7K
$4.56M
|
|
|
Jul 28, 2022
Q2 2022
|
Strategic Investment Management, LLC
|
SELL
|
- |
-93.9K- 30.06% |
$5.44M - $6.62M
|
218K
$17.6M
|
|
|
Aug 08, 2022
Q2 2022
|
Windsor Group LTD
|
SELL
|
- |
-103K- 93.37% |
$5.98M - $7.28M
|
7.34K
$590K
|
|
|
Aug 08, 2022
Q2 2022
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-106K- 15.68% |
$6.14M - $7.47M
|
570K
$45.8M
|
|
|
Aug 02, 2022
Q2 2022
|
Brown Advisory Inc
|
SELL
|
- |
-107K- 26.41% |
$6.18M - $7.52M
|
297K
$23.9M
|
|
|
Aug 15, 2022
Q2 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-111K- 1.49% |
$6.43M - $7.82M
|
7.35M
$591M
|
|
|
Nov 14, 2022
Q2 2022
|
Brown Advisory Inc
|
SELL
|
- |
-113K- 27.92% |
$6.53M - $7.95M
|
291K
$23.4M
|
|
|
Aug 04, 2022
Q2 2022
|
Heritage Wealth Advisors
|
SELL
|
- |
-114K- 6.82% |
$6.59M - $8.01M
|
1.55M
$125M
|
|
|
Aug 05, 2022
Q2 2022
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-115KClosed |
$6.68M - $8.12M
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-123K- 90.46% |
$7.14M - $8.68M
|
13K
$1.04M
|
|
|
Aug 11, 2022
Q2 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-127K- 1.72% |
$7.33M - $8.91M
|
7.21M
$580M
|
|
|
Jul 06, 2022
Q2 2022
|
Mtc Wealth Management LLC
|
SELL
|
- |
-128K- 30.77% |
$7.41M - $9.02M
|
288K
$23.2M
|
|
|
Aug 03, 2022
Q2 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-130K- 8.78% |
$7.55M - $9.18M
|
1.35M
$109M
|
|
|
Aug 11, 2022
Q2 2022
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-132K- 7.67% |
$7.64M - $9.3M
|
1.59M
$128M
|
|
|
Aug 05, 2022
Q2 2022
|
Amg National Trust Bank
|
SELL
|
- |
-132K- 26.67% |
$7.66M - $9.32M
|
364K
$29.2M
|
|
|
Aug 05, 2022
Q2 2022
|
Citizens Financial Group Inc
|
SELL
|
- |
-140K- 6.31% |
$8.08M - $9.83M
|
2.07M
$167M
|
|
|
Aug 15, 2022
Q2 2022
|
Transparent Wealth Partners LLC
Little Rock, AR |
SELL
|
- |
-140KClosed |
$8.1M - $9.86M
|
0
$0
|
|
|
Jul 25, 2022
Q2 2022
|
Regions Financial Corp
|
SELL
|
- |
-147K- 13.04% |
$8.53M - $10.4M
|
982K
$79M
|